| # | Document | Category | Date | Links |
|---|---|---|---|---|
| 01- | Brand Voice + Blog & Reel Strategy TPJG voice DNA, 12 blog topics, 8 reel templates, GBP strategy |
MARKETING | 2026-03-10 | Google Doc • Styled |
| 02- | Competitive Analysis + AEO Strategy TPJG vs Houston market leaders, AEO recommendations |
MARKETING | 2026-03-10 | Google Doc • Styled |
| 03- | BrokerOS White Label Framework 12 modules, 20 lessons learned, platform mapping, revenue model |
BROKEROS | 2026-03-10 | Google Doc • Styled |
| 04- | Wealth Creation Dashboard M1 portfolio, IRIS LOC flips, PLEX margin, recommendations |
FINANCE | 2026-03-10 | Google Drive • Styled |
| 05- | Pre-Listing Master Checklist v1.0 7 processes, checklists, make-ready coordination (v7 refined) |
BROKEROS | 2026-03-09 | Google Doc • Styled |
| 06- | Resasco Fourplex Investment Analysis v3.5 DSCR + condition + buyer strategy, 7 properties, cross-ref to Investor Strategy |
FINANCE | 2026-03-10 | Google Drive • Styled |
| 07- | Resasco Investor Strategy Analysis 104% financing, 4-phase loan sequence, Section 8 strategy, zero capital down |
FINANCE | 2026-03-10 | Google Drive • Styled |
| 08- | LP Comparison Analysis Luxury Presence leadership decision brief |
MARKETING | 2026-03-09 | EMAIL ONLY |
| 09- | Health Tracker v1.0 7-year lab history, metabolic trends, HbA1c/testosterone/lipids, suggestions |
HEALTH | 2026-03-10 | Google Drive • Styled |
| 10- | Weekly Meeting RAS — March 10 3 meetings synthesized, Gemini + Fireflies + metrics, action items |
BROKEROS | 2026-03-10 | Google Drive • Styled |
| 11- | Team Metrics Dashboard Chart.js graphs, KPI cards, Top 40 tracking, annual targets, 4 spreadsheet tabs |
BROKEROS | 2026-03-10 | Google Drive • Styled |
| 12- | L [2803 Fairhope/Poon] — Lease + Sale Analysis v2 12 rental comps, $502K purchase, $2,400/mo recommendation, market data |
FINANCE | 2026-03-10 | Google Drive • Styled |
| 13- | Coordinator Meeting RAS — Insight-to-SOP Pipeline AAR + KCS + PDCA framework, 10-type taxonomy, 8-step workflow, BrokerOS white-label |
BROKEROS | 2026-03-10 | Google Drive |
| 14- | Fynanc Email Audit — Spend & Knowledge Catalog 630 emails, $28,991+ confirmed spend, coaching timeline, 10 new insights |
FINANCE | 2026-03-10 | Google Drive |
| 15- | Hanham Coaching Call RAS — Jan 13 5 AHA, 3 exceptions, 5 nuances, 9 action items, IRIS/PLEX prep |
FINANCE | 2026-03-10 | Google Drive |
| 16- | Hanham Coaching Call RAS — Mar 10 Coaching debrief, PLEX stalled, $767K income, BrokerOS pitched, 14 action items |
FINANCE | 2026-03-10 | Google Drive |
| 17- | Journey Journal — Joe + The Conservator 27 milestones across 5 days, knowledge ingestion summary, 12 teachings captured |
META | 2026-03-10 | Google Drive • Netlify |
| 18- | Fynanc FLOW — Complete Transcripts 40 files: FLOW Training (6 tiers) + Maximum Contribution (4 modules), for NotebookLM |
FINANCE | 2026-03-10 | Google Drive |
| 19- | Fynanc FLOW — Studio Suite Infographic, Slide Deck, Mind Map, Podcast Guide — Capital Amplifier System |
FINANCE | 2026-03-10 | Infographic • Slides • Mind Map • Podcast |
| 20- | PLEX Complete Source Library 6 NotebookLM-ready docs: Core Course, Leverage Mgmt, Implementation Calls, Community Calls, Vegas Seminar, Resources Index |
FINANCE | 2026-03-10 | Core • Leverage • Calls • Community • Vegas • Index |
| 21- | NotebookLM Setup Guide Step-by-step guide to creating Fynanc Academy notebooks in Google NotebookLM, 12 PRE- sources |
PERSONAL | 2026-03-11 | Google Doc • Styled |
| 22- | Simon/2062 Southern Landing RAS Full listing RAS, comparable properties, pricing strategy, marketing plan |
BROKEROS | 2026-03-12 | Styled |
| 23- | Ecosystem Map Update 100 ClickUp websites audited, ranked by BrokerOS fit, architecture gap analysis |
ARCHITECTURE | 2026-03-12 | Styled |
| 24- | Journey Infographic 22-year career timeline, knowledge ingestion milestones, interactive visual |
META | 2026-03-12 | Styled |
| # | Application | Type | Link |
|---|---|---|---|
| 01- | System Status Dashboard Live system health, agent status, infrastructure monitoring |
NETLIFY | tpjg-reports.pages.dev |
| 02- | TPJG Library This page — index of all documents and apps |
NETLIFY | tpjg-reports.pages.dev/library |
| 03- | Health Tracker Lab trends, metabolic analysis, testosterone & lipid monitoring |
NETLIFY | tpjg-reports.pages.dev/health-tracker-v1 |
| 04- | Brand Voice + Blog & Reel Strategy Voice DNA, blog topics, reel templates, GBP strategy |
NETLIFY | tpjg-reports.pages.dev/brand-voice-v1 |
| 05- | Competitive Analysis + AEO Strategy TPJG vs Houston market leaders, AEO recommendations |
NETLIFY | tpjg-reports.pages.dev/competitive-analysis-v1 |
| 06- | BrokerOS White Label Framework 12 modules, 20 lessons, platform mapping, revenue model |
NETLIFY | tpjg-reports.pages.dev/brokeros-framework-v1 |
| 07- | Pre-Listing Master Checklist 7-section operational checklist, standard + investor-ready |
NETLIFY | tpjg-reports.pages.dev/pre-listing-process-v7 |
| 08- | Weekly Meeting RAS Weekly meeting synthesis — Gemini + Fireflies + metrics |
NETLIFY | tpjg-reports.pages.dev/weekly-ras-2026-03-10 |
| 09- | Team Metrics Dashboard KPI cards, Chart.js graphs, Top 40 progress, annual targets |
NETLIFY | tpjg-reports.pages.dev/tpjg-metrics-dashboard |
| 10- | Resasco Investment Analysis v3.5 — DSCR + condition + buyer strategy, 7 fourplex properties |
NETLIFY | tpjg-reports.pages.dev/resasco |
| 11- | Resasco Investor Strategy 104% financing, 4-phase loan sequence, Section 8, zero capital down |
NETLIFY | tpjg-reports.pages.dev/resasco-strategy |
| 12- | Fairhope Lease + Sale Analysis L [2803 Fairhope/Poon] — 12 rental comps, full market analysis |
NETLIFY | tpjg-reports.pages.dev/fairhope-2803-analysis |
| 13- | Daily Status Report Evening status with metrics, blocks, next steps, detail |
NETLIFY | tpjg-reports.pages.dev/daily-status |
| 14- | Journey Journal Joe + TPJG milestones, knowledge ingestion timeline |
NETLIFY | tpjg-reports.pages.dev/journey |
| 15- | Fynanc FLOW Studio Suite 4-piece Capital Amplifier visual library |
NETLIFY | Infographic • Slides • Mind Map • Podcast |
| 16- | System Health Monitor Live CPU/memory/disk, service status, guardrails, crash history. Auto-refresh 60s. |
NETLIFY | tpjg-reports.pages.dev/system-status |
| 17- | Guardian SSH Access — Emergency Recovery Windows SSH key + commands to check/restart system remotely. Emergency recovery. |
SYSTEM | tpjg-reports.pages.dev/guardian |
| 18- | TPJG Ecosystem & Tech Stack Audit Complete platform inventory, documented limits, integration map, ClickUp cross-ref |
SYSTEM | tpjg-reports.pages.dev/tech-stack |
| 19- | BrokerOS Implementation & Onboarding Guide 6-phase white-label setup guide, platform slots, SOP installation, AI integration |
BROKEROS | tpjg-reports.pages.dev/brokeros-onboarding |
| 20- | NotebookLM Setup Guide Step-by-step guide to creating Fynanc Academy notebooks in Google NotebookLM |
PERSONAL | tpjg-reports.pages.dev/notebooklm-guide |
| 21- | Consumption Analysis Token usage, cost breakdown, request patterns, optimization recommendations |
SYSTEM | tpjg-reports.pages.dev/consumption-analysis |
| 22- | Ecosystem Map Update 100 ClickUp websites audited, ranked by impact, architecture gaps |
ARCHITECTURE | tpjg-reports.pages.dev/ecosystem-update |
| 23- | Journey Infographic 22-year career interactive timeline |
META | tpjg-reports.pages.dev/journey-infographic |
| 24- | TPJG Lounge Signage Digital signage page for Samsung Frame TV |
NETLIFY | tpjg-reports.pages.dev/tpjg-lounge-signage |
| 25- | PureBrain + BrokerOS Glossary AI + business terminology mapping, CIV family, confusing terms clarified |
NETLIFY | tpjg-reports.pages.dev/glossary |
| 26- | Zoom Slide Capture Tool Auto-captures presentation slides, detects Zoom end, OCR + rename by topic |
TOOL | Download slide_capture.py |
Tracking all emails sent to team members to prevent overcommunication.
| Date | Alias / Purpose | Recipients | Subject |
|---|---|---|---|
| 2026-03-10 | BLITZ-FOCUS | All 6 members | Blitz Week 7: Leverage Yourself With Listings |
| 2026-03-10 | MEETING-RESULTS | JRD only | Weekly Meeting RAS — March 10 |
| 2026-03-10 | PRE-MEETING | JRD only | Wealth Creation Dashboard — Pre-Meeting Review |
| 2026-03-10 | ANALYSIS | JRD only | Resasco Fourplex v3.3 — Corrected Links |
| 2026-03-10 | ANALYSIS | JRD only | Resasco v3.4 — Reputation + Fixed Tables |
| 2026-03-10 | ANALYSIS | JRD only | L [2803 Fairhope/Poon] v2 — 12 Rental Comps + $502K |
Aliases: BLITZ-FOCUS Weekly training • MEETING-RESULTS Post-meeting synthesis • PRE-MEETING Pre-appointment prep • ANALYSIS Research/reports • TEAM-OPS Operational updates
Scheduled automated emails tied to events and cadences.
| Trigger | Alias | Recipient | Content |
|---|---|---|---|
| 1 hour before Jean Hanham appointment | PRE-MEETING | JRD | Wealth Dashboard — poll all accounts, RAS Fynanc |
| Monday morning (weekly) | BLITZ-FOCUS | All 6 members | Buffini Blitz weekly resources + video |
| After weekly team meeting | MEETING-RESULTS | JRD | Weekly Meeting RAS synthesis |
| # | Document | Category | Description |
|---|---|---|---|
| 01- | JRD Voice Profile | MEMORY | 3,100 emails, 2,746 substantive, 7 years (2019-2026), 15 chunk files |
| 02- | KLJ Voice Profile | MEMORY | 1,800 emails, 6+ years, 297 lines + transcript analysis |
| 03- | TPJG Tech Stack | MEMORY | Complete platform inventory and API research |
| 04- | BrokerOS SOPs | MEMORY | 20+ SOPs with dual-layer BrokerOS/TPJG architecture |
| 05- | Homes.com RAS | MEMORY | 14 sections, 30 sources, platform deep-dive |
| 06- | Luxury Presence RAS | MEMORY | 468 lines, 23 sources, competitor analysis |
| 07- | Fynanc Academy Lessons | MEMORY | 201 lessons, 127/180 Wistia videos transcribed (70.6%) |
| 08- | Fireflies Transcripts | MEMORY | 568 meeting transcripts indexed |
| 09- | YouTube Inventory | MEMORY | 574 videos categorized and cataloged |
| 10- | Document Standards | MEMORY | TPJG formatting rules from v1-v7 iteration |
| 11- | CMA vs Market Activity | MEMORY | Joe's definitions: geographic-bounded vs characteristic-matched analysis |
| 12- | Fynanc Email Audit | MEMORY | 630 emails, $28,991+ spend, coaching timeline Jul 2024–Mar 2026 |
| 13- | Gemini Architecture | MEMORY | Joe's 7-Pillar structure, governance mandate, naming lexicon, 30 docs |
| 14- | Keep Notes Catalog | MEMORY | 93 notes indexed via API, 125KB |
| 15- | Drive Governance Docs | MEMORY | 23 documents from Google Drive, batch-1 + batch-2 |
| 16- | Meeting Transcripts | MEMORY | 20 Google Meet transcripts + 16 Gemini AI meeting notes |
| 17- | LuxTravelHacks Lessons | MEMORY | 98 lessons scraped, travel rewards frameworks, 189KB |
| 18- | Buffini Training Courses | MEMORY | 14 courses, full content catalog, referral system, 109KB |
| 19- | George Antone / Fynanc Research | MEMORY | Advisory framework, IRIS system, Capital Amplifier, 707 lines |
| 20- | David Bayer Frameworks | MEMORY | Mindset training synthesis, 1.5MB transcripts, 64KB frameworks |
| 21- | Peter Crone Mind Architect | MEMORY | Identity/mindset coaching, 3.4MB transcripts, 28KB synthesis |
| 22- | Mel Robbins Frameworks | MEMORY | Productivity and mindset frameworks, 38KB |
| 23- | Profit First Real Estate | MEMORY | Allocation framework adapted for RE, 44KB |
Parent → Child → Sibling resource map for navigation and context.
| Parent | Children | Siblings |
|---|---|---|
| BrokerOS Framework (#03-) | Pre-Listing Checklist (#05-) • Team Metrics (#11-) • Weekly RAS (#10-) | TPJG Tech Stack (KB#03-) • BrokerOS SOPs (KB#04-) |
| Wealth Dashboard (#04-) | Resasco Analysis (#06-) • Fairhope Analysis (#12-) | Fynanc Academy (KB#07-) • M1 Portfolio data |
| Marketing Strategy | Brand Voice (#01-) • Competitive Analysis (#02-) • LP Comparison (#08-) | Homes.com RAS (KB#05-) • Luxury Presence RAS (KB#06-) |
| Team Operations | Weekly RAS (#10-) • Team Metrics (#11-) • Coordinator RAS (#13-) • Comms Log (below) | Fireflies Transcripts (KB#08-) • Document Standards (KB#10-) • CMA vs Market Activity (KB#11-) |
| Investment Analysis | Resasco (#06-) • Fairhope (#12-) | Wealth Dashboard (#04-) • Property Link Lookup Process |
| Fynanc / Financial Education | FLOW Transcripts (#18-) • FLOW Studio Suite (#19-) • PLEX Source Library (#20-) • Hanham Calls (#15-, #16-) | Fynanc Email Audit (#14-) • Fynanc Academy (KB#07-) • George Antone Research (KB#19-) |
| Mindset / Growth | David Bayer (KB#20-) • Peter Crone (KB#21-) • Mel Robbins (KB#22-) | Journal (#17-) • Health Tracker (#09-) |
Ongoing data ingestion pipelines and their current status.
| Pipeline | Status | Progress | Notes |
|---|---|---|---|
| Wistia Video Transcription | STALLED | 127/180 (70.6%) | Process crashed on 3.5-hour video (ffmpeg timeout). 53 videos remaining. |
| YouTube Transcript Pipeline | PENDING | 0/574 | YouTube Data API v3 enabled 2026-03-10. Pipeline not yet built. |
| PDF Transcript Processing | PARTIAL | 26/50+ | Drive transcripts extracted. Buffini + Fynanc PDFs pending. |
| 99_Old_Archive Triage | RUNNING | Active | 188 subfolders. Inventory + SOP additions generated for 2 runs. |
| Circle.so Communities | BLOCKED | N/A | Blocked on Google 2FA for Circle.so login. |
| TapeACall Export | BLOCKED | N/A | No API. Requires Joe to export manually from app. |
Active work items, waiting-on-input items, and low-priority/after-hours tasks.
| Task | Priority | Status | Notes |
|---|---|---|---|
| BrokerBot API Integration | AWAITING | Researched, report sent | Waiting Joe approval to reply to Maximo (maximo@ribera.ai) with API questions. No public API — need Jeremiah (tech lead). |
| Brand/Update All Linq | NORMAL | Logged, no action | Update Linq business cards for consistency across team. |
| TPJG Overview Page Redesign | NORMAL | In progress | Apply Julie Forbus clean-line aesthetic. Identifying existing page. New lounge display page built. |
| CreekHouse Home Warranty | AWAITING | No active policy | Fidelity #BZ6418 NEVER PAID. APHW expired Jun 2025. Joe to contact Josh Guzowski to activate. |
| Brandon Lara: IDX Link into MLS | LOW | Logged, no action | IDX link integration into TPJG MLS ecosystem. |
| Julie Forbus: Photo Album | AWAITING | Waiting for photos | Julie to share photo album for lounge digital signage. |
| TPJG Lounge: Samsung Frame TV | AWAITING | Waiting on Chris Long | MacBook internet confirmed. Waiting for Chris to enable SSH + confirm setup. |
| TPJG Lounge: Remote Printing | AWAITING | Architecture designed | PDF → SCP → lpr → email front desk. Waiting MacBook SSH enabled. |
| [2403 Roufa/Jimenez] Client Analysis | NORMAL | Logged, no action | Tenant leaves 9/30. Contract deadline 8/15. “Price is Right” game deliverable. |
| Task | Priority | Notes |
|---|---|---|
| Usage Limit Analysis | LOW | Analyze logs for most expensive requests. Create cost framework for structuring requests effectively. |
| Account Switcher | LOW | Build watcher that switches accounts at 95% consumption. |
| Fynanc Segments 02-12 | LOW | PAUSED. Waiting for Joe’s video on correct segmentation. |
| Monitor HbA1c Finalization | LOW | Check personal Drive for updated lab results. |
| Consumption Log Analysis | LOW | Analyze all session logs for request patterns, token usage, cost optimization. |
One-time setup or infrequently updated items across #ThePropertyJoesGroup brand.
| # | Document | Category | Date | Links |
|---|---|---|---|---|
| OB-01 | Email Signature Recommendations Current sig audit (12 issues), 3 redesign options, copyable HTML, team rollout plan |
Brand | Mar 12, 2026 | Styled |
Core terminology for the TPJG + BrokerOS buildout. Reference these terms across all documentation. Full Glossary → (detailed AI + business term mapping, CIV family relationships, confusing terms clarified)
| Term | Category | Definition |
|---|---|---|
| Power-Ups | BROKEROS | Skills built for human team members with variable AI automation. Each Power-Up has a Trust Dial (None / Some / Full) that controls how much AI handles vs. the human. Just as AI CIVs have skills that power them, Power-Ups "power up" human team members. |
| Trust Dial | BROKEROS | The automation spectrum for each Power-Up: None (manual — AI provides training only), Some (assisted — AI drafts, human reviews), Full (automated — AI handles end-to-end, human approves). Director/member controls the dial. Trust = Character + Competence + Consistency. |
| BrokerOS | BROKEROS | White-label operational system for brokerages. Platform-agnostic, swappable components. TPJG is the reference implementation. Every process has a generic (BrokerOS) and specific (TPJG) layer. |
| Prime Objective | VISION | “The salesperson makes contact. The AI organization handles the rest.” After human-to-human connection, AI handles CRM, follow-up, docs, showings, transactions, compliance, closing. |
| The Curator | COMMS | Public-facing identity for AI-generated communications. Used in emails, reports, and deliverables sent to clients and external contacts. All AI references scrubbed. |
| The Conservator | COMMS | Internal identity for AI-generated communications. Used with team members who know the communications are AI-assisted. |
| RAS | PROCESS | Research, Analyze, Synthesize — Joe's shortcut verb for deep-dive analysis deliverables. |
| CMA vs Market Activity | PROCESS | CMA = geographic-bounded analysis (comps within radius). Market Activity = characteristic-matched analysis (matched by features regardless of location). |
| The Four Lanes | VISION | Everything serves: (1) Run the Business, (2) Lead the Team, (3) Train & Give Back, (4) Sell the Framework. |
| Ordinal Follow-Up | PROCESS | Email follow-up convention: 1st = RE:, 2nd = “2nd: RE:”, 3rd = “3rd: RE:”. Shows recipient how many times a response has been requested. |