Set up QuickBooks Online

Dependency

None

Output

Working accounting and invoicing setup

Narrow and confirm NAICS and service codes

Dependency

CPA input where it affects classification

Output

Confirmed codes for vendor registration and invoicing

Evaluate which certifications are worth pursuing

Dependency

Certification list in Company Foundation

Output

Short list of certifications to apply for

Identify the highest-priority first client targets

Dependency

Existing relationship list

Output

Prioritized targets for tailored outreach

Prepare responses to the positioning questions

Dependency

Questions sent ahead of the session

Output

Written answers used as positioning source material

Confirm or revise the current tagline after sitting with it.

Dependency

October 5 preferred direction

Output

Tagline approved at the October 5, 2026 meeting; confirmed by Hilmy.

Finalize November Arizona conference print production with Accurate Litho.

Dependency

Production-ready identity and messaging

Output

Conference print materials

Review the identity and send feedback

Dependency

Identity emailed November 6, 2026

Output

Feedback or approval, then final asset handoff

Implement website recommendations

Dependency

Website review at /website-review

Output

Changes made to secondstoryreuse.com. None made yet.

Make advisor introductions for CPA, insurance and certification help

Dependency

None

Output

Advisor conversations scheduled

Draft the positioning hypothesis for pressure testing

Dependency

Kickoff notes

Output

Positioning options document

Review and cluster the priority prospect list privately

Dependency

Stephanie's relationship list

Output

Prospect clusters and outreach sequencing

Think through the implementation-partner model

Dependency

Service architecture direction

Output

Options for handoff, partner network, or strategic lead role

Refine the mission and short-form positioning for Stephanie approval.

Dependency

October 5 positioning direction

Output

Positioning completed. Confirmed by Hilmy on November 6, 2026.

Confirm positioning handoff to Hot Metal / Richard

Dependency

Approved/current positioning hierarchy

Output

Positioning is complete; handoff record remains to be confirmed.

Deliver the website review

Dependency

Website screenshots

Output

Website review delivered November 6, 2026 at /website-review.

Review client feedback and finish the remaining identity, presentation, speaking, and workshop applications.

Dependency

Positioning direction

Output

Identity emailed to Stephanie on November 6, 2026 for review.

Confirm entity and tax treatment, including any S-corp election and sales tax questions

Dependency

CPA engaged

Output

Confirmed tax and accounting setup

Confirm insurance, liability, contracting and procurement requirements

Dependency

Service and engagement types defined

Output

Standard agreement and coverage guidance