DASHBOARD
All active and planned projects — Manor Command Center
LITCHFIELD CT
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JACKPOT · CT TAKE-HOME
 
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Maintenance

Building

Developing

Timeline Rolling 6 months · drag a bar to reschedule, drag an edge to resize
Project pipeline — projects
Queued Scoped Transition Active Complete Long-horizon
Front Yard
Curb appeal, drainage, entry path, mailbox
4 projects
Back Yard
Garden, shed, invasives, drainage, storage
7 projects · 3 active
Back Patio
Patio, electric, water, shower, fire pit, hot tub, sauna
8 projects · 1 active
Studio
Gym, office, gaming room, repairs
7 projects · 1 active
Old House
Paint, windows, doors, bath, dining room, bedroom refresh
17 projects · 4 active
Side Yard
Invasives, privacy garden, furniture
3 projects
← Home & Garden
Front Path
Early
Walkway and path from street to front entry. Kickoff complete — materials, design approach, and build sequence defined.
📄 Build Guide ↗Kickoff complete
Measure both path legs, confirm sq footage, source bluestone pricing
French Drain
Queued
Drainage solution for front yard water management
Memory only
Assess drainage pattern + use Building Planner to scope
House Garden Bed
Queued
Planted garden bed along front of house
Memory only
Define dimensions, plant selection, and edging style
Mailbox
Queued
Mailbox replacement or upgrade project
Memory only
Define style + post material, check town regulations
← Home & Garden
10×12 Shed
Mid Dev
Foundation dug + filled with crushed stone ✓. Shed delivered and placed ✓. Tools staged inside ✓. Three final items remaining: interior storage + organization buildout, battery motion-sensor lighting (interior + rear), overhead branch trim.
Foundation ✓Shed delivered ✓3 items left
Design interior storage layout; source battery motion lights (interior + rear); schedule a weekend for branch trim
Firewood Storage
Early
Black locust post-and-beam log store, shed-adjacent siting, 2–3 cord capacity
Kickoff complete · Infographic produced
Measure elevation at intended site; confirm siting relative to shed pad
Backyard Remove Invasive
Early
Oriental bittersweet — 2 zones, property border + woodland edge
Weekend 1 (April): Cut all bittersweet vines at ground level, leave in place
Reseed Grass
In Progress
Germination week 2 of 4. Seed + hay laid ~May 15. Watering cadence steady.
Project page ✓Next checkpoint: June 5–12
Continue watering 1–2 more weeks, then walk yard to mark bald spots and reseed
French Drain | Gate & Driveway
Queued
French drain at gate and driveway — water management for back yard entry
Memory only
Assess current drainage pattern at gate and driveway run
← Home & Garden
Infrastructure
Foundation, electric, water
Run Electric to Back Yard
Early
100A subpanel + 3 dedicated circuits for sauna (240V/40A), Softub (120V/15-20A), and outdoor lighting. Pro Research complete — contractor script, questions, cost levers all drafted. Est. $3,000–$6,500.
Pro Research guide ✓Pro hire · E-1 licensed · CT permit
Measure run from main panel to planned subpanel location, check main panel amperage + free slots, then call licensed electrician for site visit
Stone Patio
Queued
Stone patio foundation — base for Fire Pit, Hot Tub, and Sauna. Blocker for all three.
⊕ Blocks: Fire Pit, Hot Tub, Sauna
Use Building Planner skill to scope size + foundation type
Run Water to Back Yard
Queued
Water line to back yard for outdoor shower. Critical decision: heated vs seasonal line.
Pro hire · ⚠ Decision required
Resolve heated vs seasonal line decision before hiring plumber
Wellness
Sauna, shower, hot tub
Sauna
Early
6+ person outdoor cedar cabin sauna (not barrel), 240V / 8kW electric, 2-tier bench, covered cool-down porch. Kit candidates: Dundalk EWC (~$8k) vs Clear WRC Dundalk Collection (~$12–14.5k). Plan 2026, build 2027. DIY assembly + licensed electrician.
Kickoff ✓$8K–$15KBuild 2027⊘ Blocked by: Stone Patio
Call Litchfield Town Hall to confirm pre-fab sauna permit status + accessory-structure setback before ordering
Outdoor Shower
Queued
Outdoor shower build — requires shed demolition and water line to yard
Memory only
Scope shed demolition; confirm drain routing
Hot Tub
Queued
Softub installation on patio — 120V 12–13A dedicated circuit required
⊘ Blocked by: Stone Patio + Run Electric to Back Yard
Sequence after Stone Patio + Run Electric to Back Yard
Gathering
Chairs, fire pit
Adirondack Chairs
Developed
Black locust chairs + ottomans + side tables, adjustable back mechanism
Build guide ✓
Purchase DeWalt DCS781X1 miter saw kit ($649), then start pine prototype
Fire Pit
Queued
Smokeless insert, stone surround, gravel + flagstone pad on patio
⊘ Blocked by: Stone Patio
Sequence after Stone Patio is complete; use Building Planner skill to scope
← Home & Garden
Fix Vent Wall
Queued
Repair damaged vent wall in studio
Memory only
Assess damage scope before planning repair approach
Replace & Rebuild Window Wall
Queued
Full window wall replacement and rebuild
Memory only
Scope alongside Fix Vent Wall — may be combined project
Fix Single Door Frame
Queued
Repair or replace single door frame in studio
Memory only
Assess fit and condition before ordering materials
Build Wall Mounted Pen Holder
Developed
Wall-mounted modular tray rack — 24" W × 22" H × 5" D. French cleat mount, three rows holding 18 removable trays in three sizes. 1/2" Baltic birch carcass with 1/4" and 3/8" basswood trays. Holds sharpies, gel pens, paint pens, and colored pencils with pen tops visible above each rim.
Build guide ✓Concept diagrams$308–$3612 weekends
Source 1/2" Baltic birch ply at Iffland Lumber and special-order 1/4" + 3/8" basswood blanks; pick up bar clamps and 18ga brad nailer
Home Gym
Queued
Dedicated weightlifting space with pull-day focus
Memory only
Define equipment list and floor plan before buildout
Home Office / Gaming Room
Queued
Dedicated home office and gaming setup
Memory only
Define layout and cable management approach
Shoe Rack
Early
Studio mudroom built-in — 72" W × 102" H × 18" D. Rough-sawn white oak frame, 18-cubby upper grid, live-edge black locust bench, Farrow & Ball Green Smoke backing, slate wet-bay tile. Three scopes costed; Scope 3 (full joiner carcass + DIY finish) is the current recommendation.
Scope Brief ✓$8.1K–$13.1K18–22 wks
Close LED wiring decision (plug-in vs hardwired) before contractor outreach — blocks permit classification call
← Studio
SHOE RACK
Historian's Haven built-in mudroom for the Studio — 72" W × 102" H × 18" D, scribed into 1830 plaster-and-lath walls. Rough-sawn white oak frame with mortise-and-tenon joinery, 18-cubby reclaimed-oak upper grid (3 rows × 6 cols), 3"-thick live-edge black locust bench, Farrow & Ball Green Smoke #47 shiplap backing, slate wet-bay tile, hand-forged iron hooks, aged brass label holders, warm 2700K LED strip. Three scopes costed end-to-end; Scope 3 (joiner delivers full carcass installed, DIY finish only) is the current recommendation — best tool/skill fit, highest confidence in furniture-grade outcome.
Brief Developed — Scope Brief Complete
Studio · Built-In Mudroom
$8.1K – $13.1K (Scope 3)
18 – 22 Weeks Sign to Done
Project phases
Committed to Memory
2025
Scope Brief Complete
Apr 2026
Decision Gate (LED + Stain + Permit)
Next
Joiner Selected + Contract Signed
TBD
Install + DIY Finish Work
TBD
Design Snapshot
  • 72" W × 102" H × 18" D true built-in, scribed to 1830 walls
  • Rough-sawn white oak frame — 4×4 posts, 4×6 crown beam, dark stain
  • Mortise-and-tenon joinery, visible — furniture-grade construction
  • 18-cubby upper grid (3 rows × 6 cols) in reclaimed oak
  • Lower zone split: 42" dry bench / 30" wet boot bay
  • Black locust live-edge slab bench, 3" thick, hand-finished hard-wax oil
  • Shiplap backing in Farrow & Ball Green Smoke #47
  • Slate tile floor in wet bay cavity, hand-forged iron hooks, aged brass label holders, warm 2700K dimmable LED strip
Scope Comparison (All-In Cost)
  • Scope 1 — Frame only: $4,650–$7,600 · 22–30 wks · ⚠ Heavy lift — you own the slab, cubby grid, install, finish
  • Scope 2 — Frame + bench: $5,600–$9,450 · 20–26 wks · ◆ Balanced — pro handles slab, you build cubby grid and install
  • ★ Scope 3 — Full carcass: $8,150–$13,100 · 18–22 wks · Recommended — joiner delivers and installs complete oak structure, you own finish work only
  • Scope 3 premium over Scope 2 (~$2K–$4K) buys removal of the 18-cubby tolerance risk — the single item most likely to compromise furniture-grade outcome
Sourcing & Vendor Notes
  • Frame oak: Tallon Lumber, Canaan CT (joiner-sourced in Scope 3, self-source option under Scope 1)
  • Reclaimed oak for cubbies: Armster Reclaimed Wood
  • Black locust slab: Berkshire Products, Sheffield MA — confirm stock and lead before contracting
  • Finish: Rubio Monocoat or Osmo hard-wax oil (specify in contract)
  • Contractor floor: 3 bids minimum, CT HIC license verified on each, portfolio must show furniture-grade M&T work not just cabinetry, references spoken to directly
  • Tile saw: $50/day rental at Sunbelt Torrington — only DIY tool gap under Scope 3
What Breaks the Decision
  • LED wiring path still open — plug-in keeps permit picture clean and zero electrician cost; hardwired triggers electrical permit + licensed trade call. Decision blocks permit classification call.
  • Oak stain reference not locked — Minwax Jacobean vs Old Masters Dark Walnut vs General Finishes Dark Chocolate read differently on rough-sawn oak. Order a sample board before contract signs; faster and cheaper than color-correcting a 102" post.
  • Permit classification from Litchfield Building Dept — confirm built-in mudroom is treated as built-in cabinetry, not structural work. Blocked on LED decision above.
  • 1830 wall surprises on install — plaster-and-lath walls rarely plumb; budget contingency for wall repair across all scopes.
  • Wide quote spread expected — ~$4,000+ range across three bids on Scope 3. Do not accept the first quote.
Next Actions
Decide LED wiring path — plug-in (no permit, no electrician) vs hardwired (permit + licensed trade). Unblocks permit call.
Email Litchfield Building Department to confirm permit classification (built-in cabinetry vs structural)
Order oak stain sample board — Minwax Jacobean, Old Masters Dark Walnut, General Finishes Dark Chocolate on rough-sawn oak offcut
Call Tallon Lumber and Berkshire Products to confirm stock + lead time on frame oak and black locust slab
Source 3 CT-licensed joiners with furniture-grade M&T portfolios; send material specs from scope brief; collect bids
Sign contract with selected joiner on Scope 3; prep studio for install day (staging, baseboard removal, wall check)
← Studio
WALL-MOUNTED PEN HOLDER
Shallow wall cabinet with three internal shelves holding 18 removable trays in three sizes — sharpies, gel pens, paint pens, and colored pencils. 24" W × 22" H × 5" D. 1/2" Baltic birch carcass with 1/4" and 3/8" basswood trays. French cleat mount into 2+ studs. Pen tops sit above each tray rim so contents are visible at a glance; lift any tray straight up and forward to take it with you.
Brief Developed — Build Guide Ready
Studio · Wall-Mounted
$308 – $361
2 Weekends · ~14–16 hrs
DIY · Beginner-Friendly
Project phases
Committed to Memory
2026
Build Guide Complete
Apr 2026
Source Materials
Next
Weekend 1 — Carcass
TBD
Weekend 2 — Trays + Mount
TBD
Design Snapshot
  • 24" W × 22" H × 5" D — 5" maximum protrusion from wall
  • 1/2" Baltic birch carcass: back, sides, bottom, three shelves
  • 18 removable trays in three sizes — small + medium in 1/4" basswood, large in 3/8" basswood (colored-pencil load demands the thicker stock)
  • Front-wall finger cutout (1" Forstner, 1.5" up from bottom) on every tray for lift-and-go access
  • French cleat mount, both halves ripped at 45° from 1/2" Baltic birch scrap
  • Pen tops sit above each tray rim — contents visible at a glance
  • 1/8" clearance planned on every side of every tray for humidity expansion
Cost Breakdown
  • Materials only: $308 – $361 — 1/2" Baltic birch ply (one 4'×4' panel), 1/4" + 3/8" basswood blanks, brass screws, finish
  • One-time tool gaps: bar clamps, 18ga brad nailer, Forstner bit (folded into materials estimate)
  • No permits, no licensed trade — interior wall-mounted DIY
  • Weight loaded: 8–12 lb · French cleat must hit ≥2 studs · #10 × 2.5" screws into solid wood
Sourcing & Vendor Notes
  • Carcass ply: Iffland Lumber, Torrington — 1/2" Baltic birch, ask for clean panel cuts
  • Tray stock: 1/4" + 3/8" basswood blanks — special order at Iffland or online (Ocooch Hardwoods)
  • Hardware: brass #6 screws, #10 × 2.5" structural screws for cleat-to-stud, 18ga brads for tray assembly
  • Finish: hard-wax oil (Rubio or Osmo) — same family as Shoe Rack, single can covers both
  • Stud finder + painter's tape for marking stud centers before drilling cleat
Failure Modes to Avoid
  • 1/4" basswood substituted for the large trays — colored pencils will bow the bottoms and crack the walls within a year. The 3/8" callout exists for a reason.
  • Drywall-only mounting — will sag or pull within months. Cleat must hit ≥2 studs; drywall anchors are backup at cleat ends only.
  • Front-wall finger cutout drilled too low — breaks through the bottom edge and compromises the tray. Mark every front wall before drilling; confirm full border before pulling the trigger.
  • Tray fits too tight — basswood and ply expand with humidity. A perfect dry-shop fit binds in summer. Build in the 1/8" clearance.
Next Actions
Source 1/2" Baltic birch ply at Iffland Lumber and special-order 1/4" + 3/8" basswood blanks
Pick up bar clamps and 18ga brad nailer (one-time tool gaps)
Weekend 1 — Trim panel cuts to final dimensions, assemble carcass with glue + brads, set cleat strips aside
Weekend 2 — Build 18 trays (mind the 3/8" callout for large), apply finish, cut + mount French cleat into ≥2 studs
Hang and load — verify tray clearance after a humid week before declaring done
← Home & Garden
Action-driving page, weekly cadence
Old house
1830 property, exterior envelope through major renovations
Exterior envelope — 8 projects
Exterior paint, north wall
→ Renew Dennis quote and lock paint color across all walls
Lead positive. $6,900 base quoted, $8,900 to $10,400 likely all-in with siding adder. Quote expired April 2025. Storm window swap sequenced before Dennis mobilizes.
Bundle, Dennis exterior Blocks: bedroom storm windows Project brief
Fix siding and kitchen sink window
→ Confirm scope with Mark at Pinnacle Carpentry and schedule mobilization
Mark at Pinnacle Carpentry quoted $2,500. Standalone scope, separate from Dennis exterior bundle. Siding repair plus kitchen sink window replacement.
$2,500 quoted Pinnacle Carpentry
Basement door replacement
→ Call CT Cellar Doors at 203-591-9507 for site visit and itemized quote
Exterior bulkhead and cellar door on fieldstone foundation. Failed header at house wall. Professional install confirmed, Bilco Classic Series target.
CT Cellar Doors Project brief
Bedroom storm windows
→ Lock paint color with Dennis before placing Allied Window Saver order
Three failing aluminum storms on the bedroom level. Allied Window Saver low-profile aluminum with integrated screen. Caleb removes and installs after Dennis demobilizes.
Needs: dennis exterior Build guide
Exterior paint, front wall
→ Hold for 2027 budget cycle, re-engage Dennis when north wall closes
$7,275 base quoted, $8,000 to $10,000 all-in. Most expensive single wall due to front elevation complexity. Bundle math is $20,875 base across all three walls.
Window: 2027 Bundle, Dennis exterior Project brief
Exterior paint, side and patio wall
→ Hold for 2027 budget cycle, renew quote with bundle pricing when north wall closes
Lead-free wall, no encapsulation needed. Standard prep, prime, two-coat, reglaze older windows.
Window: 2027 Bundle, Dennis exterior Project brief
Fix or replace front door
→ Assess fit, condition, and Manor or Cottage aesthetic options
Front entry door needs assessment before scoping. Aesthetic decision pending.
Fix and replace dining room door
→ Assess once dining room wall scope is decided
Door fate may shift if Open Dining Room Wall changes the wall configuration.
Needs: dining wall assessment
Major renovations — 4 projects
Toe-kick heater diagnostic
→ Cut access panel from above to start the 7-step diagnostic
Hydronic toe-kick under kitchen island, fan dead 5+ years. Diagnostic determines DIY repair (electrical, plumbing, carpentry crossover) vs roughly $8K pro hire.
Diagnostic guide Kitchen island
Renovate master bath
→ Run Project Kickoff skill for multi-expert synthesis
Major renovation requiring expert synthesis before any structural decisions.
Open dining room wall
→ Structural assessment required before any work
Wall opening between dining room and adjacent space. Structural review gates everything else.
Blocks: dining room door
Replace sunroom floor and winterize
→ Run Project Kickoff skill to scope floor material and insulation
Floor and envelope work to make the sunroom four-season usable.
Interior carpentry — 5 projects
Spice rack
→ Verify Old House kitchen wall dimensions and stud locations before sourcing walnut and brass
Wall-mounted spice rack, 42" W by 45.5" H by 4 to 6.5" D stepped depth. Walnut carcass with brass accent against Essex Green millwork.
Build guide Kitchen
Update basement stairs
→ Define scope, cosmetic refinish vs structural rebuild
Memory project. Scope and execution path TBD.
Update first floor stairs
→ Define scope, cosmetic refinish vs structural rebuild
Memory project. Scope and execution path TBD.
Master bedroom built-ins
→ Define wall, function, and aesthetic before scoping millwork
Julia-led DIY build. Memory phase, no dimensions or wall selected yet.
Master bedroom furnishing
→ Build mood board + budget; source bed, mattress, nightstands, and bed dressing
Refresh the master bedroom with new bed, new mattress, new nightstands, and new bed dressing, mirroring the Captain Freeman aesthetic. Separate from the built-ins project.
Captain Freeman reference
← Old House
WALNUT SPICE RACK
Featured warm-wood accent against Essex Green millwork in the Old House kitchen. 42" W × 45.5" H × 4–6.5" D stepped depth, 5 shelves (tiny spices, two normal, large white-cap, deep oils/vinegars base). Walnut 4/4 carcass with brass detail integration — rods, corner screws, label tags, visible cleat hardware. Cleat-supported shelves with brass screws as visible fasteners; French cleat mount into studs with top of unit at ~75" AFF. Three to four weekends, beginner-intermediate.
Brief Developed — Build Guide Ready
Old House · Kitchen
$750 – $980 DIY
$1,400 – $2,200 Commissioned
3–4 Weekends · Start May 2026
Project phases
Committed to Memory
2026
Build Guide Complete
Apr 2026
Verify Wall + Source Materials
Next
Weekends 1–3 — Cut, Joinery, Finish
May 2026
Weekend 4 — Assemble + Install
TBD
Design Snapshot
  • 42" W × 45.5" H × 4–6.5" D stepped depth (depth grows toward the base for oils/vinegars)
  • 5 shelves: tiny spices, two normal, large white-cap, deep oils/vinegars at base
  • Walnut 4/4 surfaced primary stock; 1/4" walnut plywood back panel; 3/4" walnut ply French cleat
  • Cleat-supported shelves with visible brass corner screws as joinery feature
  • Brass integration (Option D): rods at each shelf, corner screws, engraved label tags, visible cleat hardware — earns its weight at this scale against the kitchen's existing brass language
  • French cleat into ≥2 studs · top of unit at ~75" AFF · base lands ~30.5" AFF (counter height for oils shelf)
  • Finish: Osmo Polyx-Oil clear satin — preserves walnut color depth, food-safe-cured
Why Walnut + Brass (Design Rationale)
  • Julia's kitchen palette: Essex Green millwork, brass hardware, Carrara marble — a natural-stained rack would compete; walnut reads as deliberate warm accent
  • At 42" the piece is large enough to be a feature; brass density (rods + tags + hardware) makes it read as integrated rather than as a quiet utility shelf
  • Devil's advocate: a recessed wall niche of similar dimensions would integrate even more deeply but costs drywall demo + framing + possible rework, and removes optionality. Wall-mounted is the right scope decision.
  • Classification: DIY · No permit · No HDC review (interior wall-mounted piece)
Sourcing & Vendor Notes
  • Walnut 4/4 lumber + walnut plywood: Woodcraft Manchester — buy lumber and ply on the same trip, same supplier, color-match under store lighting (color varies dramatically between flitches; impossible to fix after finish)
  • Walnut plywood, 1/4" cabinet grade A1: half-sheet (4'×4') for back panel
  • Brass rods + #6 brass screws + 3/4" walnut ply scrap for cleat: same supplier where possible
  • Engraved brass label tags (~1.5" × 0.5"): Etsy custom — search "brass shelf labels engraved", 5 tags
  • Decorative brass flat bar (~12" × 1/4" × 1/16"): McMaster-Carr or local salvage
  • Finish: Osmo Polyx-Oil clear satin (specify in materials list)
Verify Before Buying
  • Old House kitchen wall dimensions — 42" W assumes ≥46" of clear horizontal space at the intended wall
  • Stud locations behind the intended mounting wall (lath-and-plaster — verify a marked stud with a tiny pilot hole before committing)
  • Ceiling height — confirm the top of the rack lands ≤76" AFF for top-shelf reachability
  • Walnut color match between board and ply — under store lighting, before purchase
Next Actions
Verify Old House kitchen wall dimensions, stud locations, and ceiling height — blocks all material sourcing
Order engraved brass label tags from Etsy (5 tags, ~1.5" × 0.5") — long lead vs other materials
Single-trip purchase at Woodcraft Manchester — walnut 4/4, walnut ply, color-match in person
Weekend 1 — Source materials and rough cuts (~10–12 hrs)
Weekend 2 — Joinery, drilling, dry fit (~10–12 hrs)
Weekend 3 — Finishing all surfaces (~4 hrs active + 48 hrs cure)
Weekend 4 — Assembly and install · cleat into ≥2 studs · hang, label, load, photograph for Julia
← Old House
[PRO] BASEMENT DOOR REPLACEMENT
Professional replacement of rotted two-panel exterior bulkhead door on a fieldstone-and-mortar 1830 foundation. Scope includes old door removal, masonry anchor assessment, failed header repair at house wall, and Bilco Classic Series steel door install with full weatherstrip kit. Decision made: professional hire. CT Cellar Doors is the recommended first call.
Contractors Identified — Pro Research Complete
Old House · Exterior
Litchfield CT
1830 Fieldstone Foundation
Project phases
Kickoff Complete
Apr 2026
Pro Research Complete
Apr 2026
Site Visit + Quote
TBD
Contractor Hired
TBD
Install Complete
TBD
Scope of Work
  • Remove and dispose of existing rotted two-panel wood door and frame
  • Assess existing metal surround frame — retain or replace
  • Replace failed wooden header at house wall junction
  • Address masonry anchor points in fieldstone-and-mortar foundation
  • Install Bilco Classic Series primed steel door, Size C or B pending measurement
  • Install weatherstrip kit and perimeter silicone seal
  • Preserve existing low-voltage internet cable during removal
Cost Range
Clean install, frame intact: $1,800 – $2,400
Frame + header repair needed: $2,400 – $3,200
Masonry anchor complications: $3,000 – $4,000+
Red flag: any quote under $1,400 all-in
Key Decisions Made
  • Professional hire confirmed — fieldstone foundation makes DIY anchoring high-risk
  • Bilco Classic Series steel door selected — no wood replacement
  • Weatherstrip kit required — non-negotiable for CT winters
  • Header repair at house wall is in scope, not optional
  • Consider owner-supplying door to save $200 – $400 on markup
Contractor Notes
CT Cellar Doors — 203-591-9507 — ctcellardoors.com — first call
Verify Home Improvement Contractor registration at elicense.ct.gov
Require min $500K general liability certificate of insurance
Ask for itemized quote: labor, materials, disposal, ancillary work separate
Get 2 – 3 quotes total before committing
← Old House
BEDROOM STORM WINDOWS
Three failing storm windows on the bedroom level of the Old House. Off-track, oxidized, can no longer vent in summer or seal in winter. Replace all three with Allied Window Saver custom low-profile aluminum storms in a factory color matched to Dennis's exterior paint. Sequenced fully after Dennis demobilizes — no scope adder on his quote, no coordination during his job. Caleb removes existing storms (with PPE), measures, orders Allied units, and installs once Dennis's paint has cured. The original 1830 wood interior sashes and their wavy old glass stay in place, protected by the new storms.
Brief Developed — Project Guide Ready
Old House · Bedrooms
After Dennis demobilizes
Target: Fall 2026
Project phases
Kickoff Complete
May 2026
Dennis Demobilized + Paint Cured
TBD · plus 30 days
Measurements + Allied Order
After paint cures
Storms Delivered
3–4 wk after order
Remove Existing + Install Allied
Same weekend after delivery
What Stays · What Changes
  • Stays: original 1830 wood interior sashes and their wavy old glass — Dennis repaints lead-safe, never replaced
  • Changes: three failing aluminum exterior storms get replaced with new Allied Window Saver units mounted to the outside of the wood casing
  • Allied is quoting on the storm assembly only, not on glass
Cost Range
3 Allied storms + shipping + install hardware + PPE: $1,625 – $2,515
Dennis scope adder: $0 (decoupled from his quote)
Fully professional install for comparison: $2,700 – $4,200
DIY install savings vs full pro: $900 – $1,700
Key Decisions Made
  • Allied Window Saver chosen over wood storms (SpencerWorks, Adams) for year-round triple-track function with integrated screen
  • All three windows replaced rather than mixed repair-and-replace once premium budget was set
  • Storm replacement decoupled from Dennis's paint job — no scope adder, no coordination, no bundled work
  • Caleb removes existing storms with P100 PPE after Dennis's paint cures (low but nonzero lead exposure since paint encapsulates the surface)
  • Storm finish color locked to Dennis's exterior color after he finishes painting (paint chip in hand before placing Allied order)
  • DIY install on Allied units, two hours per window with a helper, no extension ladder needed
Next Actions
Tell Dennis at quote renewal: storm replacement is decoupled. Ask for gentle reinstall (stainless screws, moderate caulk) so existing storms come off cleanly later.
Walk all three windows with Dennis on day one, confirm Window C matches A and B
After Dennis demobilizes: get a paint chip from his finish coat, wait 30 days for cure, then measure openings and email Allied for quote
Pull Marvin or Andersen backup sample at Ring's End Litchfield
← Old House
TOE-KICK HEATER DIAGNOSTIC
Hydronic toe-kick heater under the kitchen island has had a completely dead fan for 5+ years. 7-step diagnostic guide walks the failure search in order — each finding maps to a verdict (DIY fix, possible DIY, or call a pro). Two 115V circuits run through the floor to the island; access likely requires an access panel cut from above before any further work.
Brief Developed — Diagnostic Drafted
Old House · Kitchen Island
Hydronic · Oil Boiler Loop
Fan Dead 5+ Years
Project phases
Committed to Memory
Apr 2026
Diagnostic Drafted
Apr 2026
Diagnosis Run
TBD
Verdict + Fix Path
TBD
Heater Operational
TBD
System Snapshot
  • Hydronic toe-kick heater (oil boiler / radiator loop)
  • Located under kitchen island
  • Symptom: fan completely dead, 5+ years
  • Two 115V circuits run through floor to island outlets
  • Radiator supply/return piping to unit
  • Access unknown — likely requires panel cut or island removal
Diagnostic Tools
  • Multimeter (voltage + continuity) — owned
  • Bright focused flashlight — owned
  • Non-contact voltage tester — $15–25, need to buy
  • Pry bar / stiff putty knife — owned
  • Phillips + flathead screwdrivers — owned
  • Phone camera for under-island photos — owned
Next Actions
Turn boiler on, let it run 30+ min so hot water is circulating
Step 1: Identify front grille, attempt removal, photograph what's behind it
If recessed/sealed: Step 2A — cut access panel from cabinet floor above
Map plumbing + electrical paths before any cut
Work Steps 2–7 in sequence; stop at first blocker or root cause
Decision Framework
  • Each step's finding maps to: DIY fix, possible DIY, or call a pro
  • Access panel install is a permanent improvement regardless of outcome
  • Without an access panel even a $40 part swap becomes a $400 service call
  • Do not remove the island without knowing how plumbing/electrical are routed
← Back Patio
SAUNA
6+ person outdoor cedar cabin sauna on the back patio — not a barrel. 2-tier L-shaped bench, 240V / 8kW electric heater, covered front porch for cool-down between rounds. Kit candidates narrowed to two Dundalk LeisureCraft options: Canadian Timber EWC (~$7,800–8,000, 3yr warranty) or the full-custom Dundalk Collection Clear WRC (~$12,000–14,500, 5yr warranty). DIY assembly, licensed electrician for the 240V circuit. Plan in 2026, build in 2027. Cold plunge probably follows eventually.
Brief Developed — Kickoff Complete
Back Patio · Outdoor Living
$8K – $15K Total
Plan 2026 · Build 2027
Project phases
Committed to Memory
2025
Kickoff Complete
Apr 2026
Permit + Patio Master Plan
2026
Kit Ordered + Electrical In
Spring 2027
Assembly + First Fire
2027
Design Snapshot
  • Cabin sauna (not barrel) — 6+ person capacity, 2-tier L-shaped bench
  • Electric 240V / 8kW heater, 40A dedicated GFCI circuit
  • Covered front porch under roofline for cool-down
  • Siting: back patio zone, sequenced with hot tub + future cold plunge
  • Cedar construction — EWC or Clear WRC depending on budget
  • Classification: DIY assembly + licensed electrician for circuit
Kit Candidates (Dundalk LeisureCraft)
  • Canadian Timber EWC: 7×7 interior, ~$7,800–8,000 kit, heater not included, 3yr warranty, 5–6 week lead
  • Dundalk Collection Clear WRC: 6×8 configurable, ~$12,000–14,500 kit, 6–8kW heater included, 5yr warranty, 6–10 week custom lead
  • Both ship free LTL, no liftgate — YOU offload (forklift likely needed for Dundalk Collection)
  • Decision driver: final 2027 budget allocation
Permits & Regulatory
  • Building permit likely NOT required (moveable structure, no permanent foundation)
  • Electrical permit REQUIRED — licensed electrician pulls it
  • Litchfield accessory-structure setback — likely 10' from property line
  • Must call Litchfield Town Hall to confirm pre-fab sauna treatment BEFORE ordering
Next Actions
Call Litchfield Town Hall — confirm pre-fab sauna permit + accessory-structure setbacks
Run Pro Research on electrical — panel capacity + combined sauna + hot tub circuits (coordinated with Run Electric to Back Yard)
Sketch patio master plan — sauna, hot tub, fire pit, future cold plunge positions before committing foundations
Decide EWC vs WRC based on final 2027 budget allocation
Order kit 6–10 weeks before target assembly weekend (Spring 2027)
← Back Yard
RUN ELECTRIC TO BACK YARD
100A subpanel in the yard fed from the main panel, with three dedicated circuits sized for concurrent loads: outdoor barrel sauna (240V/40A, 6–9 kW heater), Softub or plug-in hot tub (120V/15–20A), and a 120V circuit for low-voltage landscape lighting transformer plus outdoor receptacles. Room for 1–2 future spare circuits. Pro hire, licensed E-1 electrician, CT electrical permit + inspection required. 1830 historic Litchfield property.
Contractors Identified — Pro Research Complete
Pro Hire · Licensed E-1
CT Permit Required
Est. $3,000 – $6,500
Project phases
Committed to Memory
2025
Pro Research Complete
Apr 2026
Site Visit + Quote
TBD
Contract Signed + Permit
TBD
Inspected + Energized
TBD
Loads in Scope
  • Sauna — 240V / 40A dedicated, 6–9 kW heater, GFCI breaker + disconnect
  • Softub — 120V / 15–20A dedicated, weatherproof GFCI within cord reach
  • Lighting — 120V circuit for LV landscape transformer + outlets
  • Recommended: 100A subpanel in yard, 3 active + 2 future spare slots
  • Wire buried in conduit, not direct-burial
Measure Before Calling
  • Distance from main panel to planned subpanel location (single biggest cost variable)
  • Main panel amperage (likely 100A or 200A) + how full it looks
  • Walk the route — note concrete, driveways, tree roots, foundation walls
  • Confirm sauna heater wattage spec before site visit
  • Decide hot tub type: Softub (120V) vs hard-shell (240V/50A) — materially changes scope
Five Questions for the Electrician
Does my main panel have capacity for a 100A feeder, or do we need a 200A service upgrade first?
What wire gauge + conduit type for the feeder run at this distance?
Who pulls the electrical permit, and is it included in the quote?
Do you handle trenching, or hire separately / DIY?
Warranty on the work + how do you handle the inspection callback?
Cost Levers + Risks
  • 50ft vs 100ft run can swing project $800–$1,500
  • If main panel is full → +$1,300–$2,500 for 200A service upgrade
  • Rock, concrete, or root obstacles increase trenching cost significantly
  • Hot tub 120V vs 240V decision must be made before sizing subpanel
  • Itemized quote: subpanel, trenching, each circuit, permit broken out separately
← Home & Garden
Side Yard Remove Invasive
Early
Bittersweet + poison ivy + Norway maple saplings, border garden strip between driveway and town tennis court
Build guide ✓↔ Integrated with Border Garden install
Weekend May 9 to 10: poison ivy + Norway maple sapling clearing ahead of Border Garden install May 16. Manual removal, not foliar treatment.
Japanese Beetle Guide
Developed
Multi-vector pressure-reduction protocol for Popillia japonica across the side yard and Border & Privacy garden — hand-pick, soapy-water trap, fall milky spore on lawn zones.
Treatment plan ✓↔ Pairs with Border & Privacy Garden
Execute Phase 1 protocol (hand-pick + soapy-water trap on vulnerable plantings); schedule milky spore application for fall on affected lawn zones
Patio Furniture
Queued
Outdoor seating and table for side yard patio area
Memory only
Define style within Manor/Cottage aesthetic; scope alongside Adirondack project
← Back Yard
BACKYARD REMOVE INVASIVE
Multi-season suppression campaign targeting Oriental bittersweet across 2 zones at the property border and woodland edge. Cut-stump triclopyr method. Year 1 focus: spring mechanical cutting, summer foliar on regrowth, fall cut-stump treatment before first frost.
Brief Developed
Zone 6a / Litchfield CT
Spring–Fall 2026
2–3 season campaign
Project phases
Committed to Memory
2025
Begun Development
Apr 2026
Mid Development
Summer–Fall 2026
Development Completed
Year 2
Project Completed
Year 2–3
Species in Scope
  • Oriental bittersweet (Celastrus orbiculatus) — 2 zones
  • Property border / fence line zone
  • Woodland edge zone
  • Heavy infestation — large established root systems
Season 1 Work Plan
Spring (Apr): Cut all vines at ground level, leave in place
Summer (Jun–Jul): Foliar triclopyr on regrowth
Fall (Sep–Oct): Cut-stump triclopyr — primary treatment
Year 2 Spring: Assessment + targeted retreatment
Key Materials
  • Triclopyr brush killer (Brush-B-Gon or Garlon 4 Ultra)
  • Hand pump sprayer — dedicated herbicide use
  • Bypass loppers + folding pruning saw
  • Foam brush applicators for cut-stump painting
  • Nitrile gloves, marking flags, contractor bags
Critical Notes
  • Use triclopyr, NOT glyphosate — bittersweet is tolerant of glyphosate
  • Treat stump within 60 seconds of cut — window closes fast
  • Do not pull dead vines from trees — leave to decompose in place
  • Bag any material with ripe berries — birds will reseed cleared zones
  • Expect 2–3 seasons of follow-up for full suppression
← Side Yard
SIDE YARD REMOVE INVASIVE
Multi-season suppression campaign in the border garden — the strip between the driveway and town tennis court. Oriental bittersweet + poison ivy. Invasive removal must be substantially complete before any border garden improvement work begins.
Brief Developed
Border Garden Strip
Spring–Fall 2026
⊘ Blocks: Border & Privacy Garden
Project phases
Committed to Memory
2025
Begun Development
Apr 2026
Mid Development
Summer–Fall 2026
Development Completed
Year 2
Project Completed
Year 2–3
Species in Scope
  • Oriental bittersweet — border garden zone
  • Poison ivy — border garden zone
  • Location: strip between driveway and town tennis court
  • Heavy infestation, confined working area
Season 1 Work Plan
Spring (Apr): Cut bittersweet at ground level
Late May–Jun: Poison ivy foliar treatment (full leaf-out)
Summer (Jun–Jul): Bittersweet foliar on regrowth
Fall (Sep–Oct): Cut-stump triclopyr on bittersweet
Year 2: Readiness gate check before border garden work
Dependency
  • Side patio has NO dependency on this project
  • Border garden improvement IS blocked until removal is complete
  • Readiness gate: bittersweet resprouts manageable AND poison ivy inactive for 1 full season
  • If gate not met after Year 1, delay border garden by one additional season
Safety — Poison Ivy
  • Double-glove nitrile for all poison ivy sessions
  • Urushiol active on dead material for years — never burn
  • Flag treated areas clearly — confined working strip
  • Wash tools and clothes separately after every session
Foundation
Defense & risk mitigation
4 projects · 1 active
Operations
Cash flow efficiency
4 projects
Goals
3–7 year sinking funds
3 projects
Legacy
Retirement & wealth transfer
2 projects
Foundation
Defense & risk mitigation
Emergency Reserve
Early
$19,800 target (4 months). $1,100/month into dedicated Axos Bank HYSA (4.21% APY). Funded by September 2027.
Plan complete📅 Sep 2027
Verify actual expense figures + audit debt APRs before automating transfer
Risk Transfer (Insurance)
Queued
Life, disability, and umbrella liability coverage. Protects the plan against black swan events.
Memory only
Audit current coverage gaps across all three areas
Estate Governance
Queued
Will, power of attorney, and healthcare directives. Protects Julia and the property.
Memory only
Engage estate attorney — start with will and POA
Business Bridge Fund
Queued
3–6 month runway savings for the consultancy transition. Funded after Emergency Reserve.
Memory only
Calculate target based on projected consultancy ramp timeline
Debt Payoff Plan
Early
Avalanche payoff across 4 cards — $58,246 total. Barclays first (30% APR), $600/mo extra + ESPP lump sums in June and December. Cascade frees each minimum to accelerate the next. HELOC follows as a separate project.
Plan complete📅 2027–2028Artifact ✓
Confirm Chase December billing cycle close date — put on calendar now
↓ Feeds: Emergency Reserve automation (APR audit required first)
Operations
Cash flow efficiency
HYSA Setup & Optimization
Queued
High-yield savings for the emergency reserve and short-term sinking funds.
Memory only
Use Finance skill — compare current HYSA options and rates
Automate Monthly Bills
Queued
Reduce cognitive load by systemizing all recurring payments.
Memory only
Audit all recurring bills and set up autopay where available
Net Cash Flow Tracker
Queued
Real-time delta between total income and total monthly burn. The administrative engine.
Memory only
Map all income sources vs fixed + variable expenses
Tax Efficiency Monitor
Queued
Asset location strategy and tax alpha across taxable, tax-deferred, and Roth buckets.
Memory only
Map current accounts to tax buckets, identify optimization opportunities
Retirement Optimization
Tax-advantaged growth
Mega Backdoor Roth IRA
Queued
After-tax 401k contributions converted to Roth — allows up to ~$43k/year in Roth-equivalent growth beyond standard contribution limits. Requires HubSpot 401k plan to support after-tax contributions and in-service withdrawals or in-plan Roth conversion.
Memory onlyNot yet kicked off
Verify HubSpot 401k plan supports after-tax contributions + in-plan Roth conversion — call Fidelity or check SPD
⊘ Sequence after: Debt Payoff in progress + Emergency Reserve funded
Goals
3–7 year sinking funds
⚠ Foundation Incomplete
Emergency Reserve, Risk Transfer, and Estate Governance are not yet complete. Goals projects are visible for planning but should not be actively funded until Foundation is in place.
Lake House Fund
Queued
Savings strategy and timeline for a lake property in CT. Long-horizon goal.
Memory only
Define target price range and timeline before building savings plan
Family Planning Costs
Queued
Financial planning for family expansion — one-time and ongoing costs.
Memory only
Research cost ranges and build a 3-year projection
3–5 Year Lifestyle Plan
Queued
Model the full cost of the life being built — Manor, family, consultancy transition.
Memory only
Use Finance Research skill to build the cost model
BIFL Vehicle Audit
Early
Buy-It-For-Life vehicle decision framework — total cost of ownership across finalist vehicles, decision criteria, and shortlist before test drives.
Complete TCO comparison across finalist vehicles; lock decision criteria before shortlist + test drives
Legacy
Retirement & wealth transfer
⚠ Foundation Incomplete
Legacy projects require Foundation and Operations to be established first.
Retirement Plan
Queued
Comprehensive retirement roadmap — 401k optimization, investment allocation, milestone targets.
Memory only
Run Finance Planner skill for full retirement projection
Asset Allocation Strategy
Queued
Investment mix across taxable, tax-deferred, and Roth accounts for long-term wealth building.
Memory only
Establish after retirement plan is defined
← Finance
EMERGENCY RESERVE
A 4-month liquid safety net — the first Foundation project and prerequisite for everything that follows. Target: $19,800 funded into a dedicated Axos Bank HYSA at 4.21% APY via $1,100/month automated transfer. Timeline to full funding: September 2027.
Researching — Plan Complete
Finance · Foundation
Axos Bank HYSA · 4.21% APY
📄 Emergency Reserve Plan ▶ Open Axos HYSA ▶ Compare Current Rates
Project phases
Committed to Memory
2025
Begun Development
Mar 2026
Mid Development
Open HYSA + automate
Development Completed
Reserve fully funded
Project Completed
$19,800 · Sep 2027
Monthly Expense Baseline

Non-discretionary only — what must be covered if income stops. Using midpoints of stated ranges. Verify against 3 months of statements before finalizing target.

Category Range Midpoint
Mortgage$2,000–$2,500$2,250
Utilities (electric, gas, heating oil avg.)$500–$700$600
Groceries & household$600–$800$700
Insurance (health, home, auto)Under $400$350
Minimum debt payments$1,000+$1,050
Total monthly non-discretionary$4,950
Reserve Target & Funding Timeline
$14,850
3-month minimum
$19,800
4-month target ✓
$29,700
6-month full coverage
Monthly Months Target Date Interest ~
$55036 monthsMar 2029~$1,100
$82524 monthsMar 2028~$840
$1,10018 months ✓Sep 2027~$660
$1,65012 monthsMar 2027~$440

Recommended: $1,100/month hits target in 18 months without straining renovation cash flow.

Where to Hold It — HYSA Options

Rates as of March 27, 2026 per Fortune/Curinos and NerdWallet. All FDIC-insured. Rates are variable — verify before opening.

Recommended
Axos Bank
4.21% APY
No monthly fee · No minimum · Online-only · No connection to everyday spending — harder to raid
Alternative
Wealthfront
4.20% APY
No fee · $1 minimum · Good if already using for investing — slightly more friction to access
Closed to new accounts
Newtek Bank
4.20% APY
NerdWallet 2026 Best-Of winner — check back, may reopen
What This Is and Is Not For
  • Job loss or income interruption — this is what it's for. Any event where W2 income stops or is materially at risk.
  • Unexpected major home repair — unplanned structural, HVAC, roof, or water damage on the 1830 property. The planned renovation queue does not count.
  • Medical emergency — out-of-pocket medical costs beyond insurance coverage requiring immediate payment.
  • Planned renovation projects — shed, electrical run, patio, water line are in the pipeline. Not emergencies. Fund from cash flow.
  • Opportunity purchases — tools, lumber deals, equipment are not emergencies.
  • Credit card payoff — depletes the safety net and leaves you exposed. Address debt through cash flow planning.
Next Actions
  • 01Verify actual monthly expense figures against 3 months of statements — midpoints are estimates, real numbers drive real target
  • 02Audit interest rates on $1,050+ monthly debt minimums — if any carry >7-8% APR, payoff may take priority
  • 03Open dedicated Axos Bank HYSA — name it "Emergency Reserve" not "Savings" (behavioral). Use Finance Setup skill for exact steps.
  • 04Set up $1,100/month automatic transfer from checking on payday — automation is non-negotiable
  • 05Write down personal definition of an emergency with Julia — decide before you need it, not during
  • 06Schedule 6-month review — October 2026, at ~$6,600 funded, verify contribution rate is still sustainable
Watch Out For
  • Renovation competition: The electrical run, patio, and water line projects will draw on cash flow simultaneously with the $1,100/month contribution. Reconcile before automating.
  • Debt rate problem: If any debt in the $1,050+ minimum carries 20%+ APR, you're paying 16 points more than the HYSA earns. Audit rates first.
  • Future split: In 2-3 years the Business Bridge Fund will need parallel funding. Starting the reserve early means less competition later.
  • Rate drift: HYSA rates are variable and trending down with Fed cuts. The strategy doesn't change, but the account choice might if rates drop another 100+ basis points.
Leadership platform: Parachute into a business, ingest data, goals, and resourcing, map a clear short/medium/long-term roadmap. Pattern recognition from volume. See blindspots the current team is too close to notice.
HubSpot Capital
Proving window · exec track
5 projects · 1 active
Expertise
GTM AI IP & methodology
3 projects
Visibility
Newsletter · speaking · content
3 projects · 1 active
Revenue
MVA · consultancy
2 projects
Advisory & Board
Advisor roles · board pipeline
3 projects · 2 active
THE SKILL FOUNDATION
Skills are reusable context-aware modules that encode what would otherwise need to be re-explained every session — Zone 6a defaults, HubSpot SA framing, the 4-phase finance model, the GTM consultancy arc. Skills built once pay dividends across all domains indefinitely.
Home & Builds
5 live
Live
DIY Build Guide
Generates print-ready HTML build guides. Materials lists, phases, Zone 6a defaults, honest tradeoffs. Triggers on any home project build request.
Live
Building Planner
GC-level planning consultant. Scopes projects, flags permits, asks the right questions. Hands off to Build Guide when ready. Expand to all areas queued.
Live
Home Project Diagram
Cross-sections, overhead layouts, and elevation diagrams for construction projects. SVG output with material callouts.
Live · New
Home Project Planner
Phase 4 of the home project workflow. DIY vs Pro classification (6 signals including reversibility), CT regulatory research, tool library cross-reference, cost estimates, and artifact production.
Live · New
Pro Research
Contractor engagement package for professional hires. Conversation script, contractor questions, material specs, cost levers, and red flags. Uses validated local CT pricing.
Career & GTM
2 live
Live
Email Polisher
Tightens professional emails for HubSpot SA context. Removes em-dashes, AI filler, corporate structure. Enforces human tone.
Live
GTM Newsletter Writer
Writes and refines newsletter content for GTM, RevOps, and HubSpot practitioners. Beehiiv-ready drafts and issue outlines.
Finance & Life
4 live · rebuilt Mar 2026
Superseded
Personal Finance (Legacy)
Financial planning for CT homeowner. Predates the 4-phase architecture — does not know Foundation/Operations/Goals/Legacy structure or gating logic. Rebuild is priority #1.
Dashboard & Meta
6 live · all updated Mar 2026
Live · Updated
Dashboard Updater
Scans recent chats and syncs updates to this dashboard. Pull-based. Quick Sync or Review First mode. Registry updated for all domains, areas, and Finance phases.
Live · Updated
Project Logger
Captures session decisions and progress to a JSON log. Push-based — auto-triggers on pause phrases. Registry updated for all areas including Finance phases and Career areas.
Live
Project Kickoff
Multi-expert project kickoff for any domain. Selects 1–3 expert voices, runs 4–8 clarifying questions, detects conflicts, synthesizes a unified recommendation with critique, and produces a full HTML artifact.
Live · New
Home Project Planner
Phase 4 for home and garden projects only. DIY vs Pro classification across 5 signals, CT and Litchfield zoning research, tool library cross-reference, cost estimates, and artifact production. Hands off to Pro Research when needed.
Live · New
Pro Research
Contractor conversation scripts, contractor questions you wouldn't think to ask, material specs for accurate quotes, and cost lever analysis for professional hire projects in Litchfield CT.
Build Queue — Priority Ordered
Live · New
Finance Planner
Phase-aware router for all finance projects. Pulls memory context, checks Foundation gates, runs Foundation calculators directly, routes to Research / Setup / Pro Referral.
Live · New
Finance Research
Decision briefs for financial strategy questions, comparison tables for product selection. Web searches rates and products before showing any number that could be stale.
Live · New
Finance Setup
Step-by-step implementation checklists for concrete financial tasks — account names, URLs, steps, and why each matters. Web searches current processes before producing any checklist.
Live · New
Finance Pro Referral
Researches professional types and pricing (CFP, estate attorney, CPA, RIA), then produces conversation script, questions they'll ask, what to bring, and a one-pager to hand the professional.
#1
Career Sprint Planner
Takes any career project and produces a 2–4 week sprint plan. Always anchored to GTM consultancy destination. Knows all 9 career projects.
#2
GTM AI Audit Framework Builder
Builds and stress-tests the audit methodology IP. Claude plays skeptical CMO, identifies edge cases, produces client-ready framework.
#3
Content Repurposing
Newsletter → LinkedIn post, guest column pitch, speaking abstract. Serves the full Visibility track from one piece of source content.
#4
Building Planner Expand
Extend defaults beyond back yard — front yard drainage, patio foundations, Studio builds, Old House kitchen projects.
#5
Daily Schedule / Workback Builder
Structured daily schedules and countdown plans from a milestone date. Handles multi-person coordination and parallel tasks.
#6
LLM Orchestration
Multi-step agent design, Glean flows, Claude Code pipelines. Orchestration patterns over prompting. Powers Audit Framework and Agent Library.
#7
Wishlist Tracker
Manages tool and material wishlists across home build projects. Priority ranking, price tracking, per-project assignment.
#8
Dashboard Input System
Self-contained project add and edit system. No Claude chat or API dependency — edits the dashboard directly without a chat session.
← Home & Garden
10×12 SHED
Permanent 10×12 shed for the Manor property. Foundation dug and filled with crushed stone, shed delivered and placed on pad, tools moved in. Three items remain to close the project out: a proper interior storage and organization buildout, battery-powered motion-sensor lighting (interior + rear exterior), and trimming the tree branches hanging over the shed.
In Progress — Interior Buildout
Foundation + Delivery Done
Summer 2026 Close-out
Project phases
Committed to Memory
2025
Begun Development
Mar 2026
Mid Development
Apr 2026
Development Completed
Summer 2026
Project Completed
Summer 2026
Current State
  • ✓ Foundation excavated and filled with crushed stone
  • ✓ 10×12 shed delivered and placed on pad
  • ✓ Tools and equipment staged inside
  • ◆ Remaining: interior storage + organization system
  • ◆ Remaining: battery motion-sensor lighting (interior + rear exterior)
  • ◆ Remaining: trim overhead tree branches
Close-out Sequence
Design interior storage + organization layout — tool walls, shelf zones, overhead storage
Source + install battery motion-sensor lights — interior coverage + rear exterior spot
Trim overhead tree branches above shed — remove risk of roof damage and leaf/debris load
Build + install storage system per approved layout
Final walk-through, move remaining tools + overflow from house
← Home & Garden
ADIRONDACK CHAIRS
Black locust Adirondack chairs with adjustable backs (slotted rear leg + dowel pin mechanism), matching ottomans, and side tables. Sized for two adults of different frames. Pine prototype phase required before cutting final lumber.
Brief Developed — Build Guide Done
Prototype Next
Black Locust
Project phases
Committed to Memory
2025
Begun Development
Early 2026
Mid Development
Mar 2026
Development Completed
Prototype done
Project Completed
Summer 2026
Key Design Decisions
  • Black locust for rot resistance + hardness
  • Adjustable back: slotted rear leg + dowel pin
  • Ergonomic dims for two different body frames
  • Pine prototype phase mandatory
  • Matching ottoman + side table per chair
  • Interactive shopping checklist in guide
Tool Requirements
10" sliding compound miter saw — top priority purchase ($300–400)
Jigsaw ($80–140) for curved cuts
Forstner bit set for joinery
← Front Yard
FRONT PATH
L-shaped walkway connecting the street and driveway to the front entry. Irregular natural cleft bluestone on a compacted #57 gravel base — period-appropriate for an 1830 Litchfield County property. Zone 6a frost heave and clay soil fully accounted for in base prep. Expert panel: Landscape Architect, Hardscape Contractor, Historic Preservationist.
Brief Developed — Kickoff Done
Natural Cleft Bluestone
CT Zone 6a
DIY
Project phases
Committed to Memory
2025
Begun Development
Apr 2026
Mid Development
Materials ordered
Development Completed
Build weekend done
Project Completed
2026
Key Design Decisions
  • L-shaped route: street leg + driveway leg meeting at front entry
  • Irregular natural cleft bluestone — not sawn-face, not pavers
  • Street leg: 4 ft wide · Driveway leg: 3.5 ft wide (intentional asymmetry)
  • Base: 6" compacted #57 clean stone — critical for Zone 6a frost heave
  • Stone dust setting bed — do NOT substitute pea gravel
  • Creeping thyme between joints — period-appropriate, low maintenance
  • Granite cobble + fine gravel noted as lower-cost alternative
Next Actions
Measure both path legs — confirm sq footage before ordering stone
Source Pennsylvania bluestone — call local stone yards for pricing
Check French drain routing — confirm no excavation overlap before digging
Schedule Weekend 1: excavate, set base, compact
Plant thyme post-last-frost (mid-May Litchfield)
← Finance
DEBT PAYOFF PLAN
Avalanche method across 4 credit cards — $58,246 total. Barclays first at 30% APR with $600/mo extra stacked exclusively on it. Freed minimums cascade to each next card automatically. June and December ESPP drops used as lump-sum accelerators. HELOC follows as a separate project once the cards are cleared.
Researching — Plan Complete
Avalanche Method
ESPP Accelerated
Finance · Foundation
Project phases
Committed to Memory
2025
Begun Development
Apr 2026
Mid Development
Barclays cleared
Development Completed
All 4 cards cleared
Project Completed
HELOC phase begins
Payoff Priority & Stack
  • 1 — Barclays (...5399) · $12,807 · 30% APR · Primary target, all $600 extra here
  • 2 — Chase Sapphire (...3942) · $19,913 · 28% APR · $7k promo @ 0% expires Dec 2026 billing cycle — ESPP must clear it before conversion
  • 3 — Capital One (...1715) · $8,662 · 28% APR · Falls quickly once Barclays cascade arrives
  • 4 — Bank of America (...8173) · $16,864 · 27% APR · Lowest rate, receives full cascade last
  • Est. minimums: ~$1,165/mo across all 4 · Extra: $600/mo to Barclays only
Milestones & Next Actions
Now: Confirm Chase December billing cycle close date — calendar it immediately
Now: Move recurring charges off Barclays to keep paydown target clean
Jun 2026 ESPP drop: ~$4,500 lump sum to Barclays — drops from ~$11,500 to ~$7,000
Dec 2026 ESPP drop: Clear Barclays remainder + Chase $7k promo before billing cycle closes
Early 2027: Barclays cleared, cascade begins on Chase non-promo balance
2027–2028: Chase → Capital One → Bank of America, HELOC acceleration phase begins
← Finance
RETIREMENT PLAN
Comprehensive retirement roadmap from current financial snapshot. Covers 401k optimization, HYSA strategy, investment allocation, and milestone targets. No detailed plan exists yet — memory and skill are ready to execute whenever this is the priority.
Queued — Not Started
Finance Skill Available
Project phases
Committed to Memory
2025
Begun Development
Mid Development
Development Completed
Project Completed
What This Needs to Begin
  • Current income + savings snapshot
  • 401k contribution rate + match details
  • Current HYSA balance and target rate
  • Investment account breakdown
  • Target retirement age and lifestyle cost
  • Other income streams (rental, business, etc.)
← Finance
LAKE HOUSE FUND
Savings strategy and acquisition timeline for a second property — a lake house in CT or nearby New England. Requires modeling against retirement goals and lifestyle plan to ensure they don't conflict.
Queued — Not Started
Depends On: Retirement Plan
Project phases
Committed to Memory
2025
Begun Development
Mid Development
Development Completed
Project Completed
Planning Notes
  • Target area: CT lakes, possibly western MA or VT
  • Use case: personal retreat, potential rental income
  • Need to model alongside retirement and family planning
  • Sequenced after retirement plan is solidified
← Career & Business
GTM NEWSLETTER
A Beehiiv publication targeting GTM practitioners, RevOps leaders, and marketing ops teams. Covers HubSpot strategy, AI-assisted sales workflows, and business management consultation. The GTM Newsletter Writer skill is already live and ready.
Defining — Skill Built, Content TBD
Beehiiv
Project phases
Committed to Memory
2025
Begun Development
Early 2026
Mid Development
2026
Development Completed
Project Completed
Content Pillars
  • HubSpot implementation patterns
  • AI-assisted GTM workflows
  • RevOps strategy and tooling
  • Business management for operators
  • SA and consulting practitioner POVs
Next Steps
GTM Newsletter skill built
Define publication name + positioning
Set up Beehiiv account
Draft first 3 issues
Launch + distribution strategy
← Career & Business
STRATEGIC SPEAKING PITCH
A deliberate strategy to break into paid conference and keynote speaking at high-value GTM, RevOps, and HubSpot events. Builds on 4 years of HubSpot practitioner experience and client-facing SA work.
Queued — Not Started
Needs: Career Skill
Project phases
Committed to Memory
2025
Begun Development
Mid Development
Development Completed
Project Completed
What To Build
  • Speaker topic and signature talk definition
  • Target conference list (INBOUND, OpsStars, SaaStr, etc.)
  • Speaker bio and pitch materials
  • Progression: local → regional → national
  • Content engine to support credibility (newsletter, LinkedIn)
← Career & Business
OWN BUSINESS
Long-term goal to build toward independence from corporate employment. Likely GTM consulting, productized services, or a SaaS-adjacent tool business. The newsletter and speaking track both feed into this arc.
Long-Horizon — Not Started
3–5 Year Horizon
Project phases
Committed to Memory
2025
Begun Development
Mid Development
Development Completed
Project Completed
Potential Directions
  • GTM / RevOps consulting practice
  • HubSpot implementation boutique
  • Productized service (audits, playbooks)
  • SaaS or AI-adjacent tooling
  • Newsletter + speaking + consulting bundle
Prerequisite Track
Continue building SA expertise at HubSpot
Launch GTM newsletter and grow audience
Break into conference speaking circuit
First consulting clients (side basis)
Full independence decision point
← HubSpot Capital
SA PROVING WINDOW 2026–2027
The highest-leverage 18 months of the HubSpot career. Deliberate reputation-building as Senior SA with the goal of becoming the reference case for what an AI-native SA looks like at HubSpot. Everything downstream — Director/VP candidacy, advisor credibility, GTM consultancy foundation story — depends on this window. Primary metrics: UUS improvement and credit consumption, with a volume baseline underneath. Reputation cemented by Q3 2027.
Building · Phase 3
HubSpot Capital
18-Month Window
Cemented by Q3 2027
Project phases
SA Transition
Early 2026
Strategy Drafted
Apr 2026
Flagship Accounts Selected
Q2 2026
UUS + Credit Results
H2 2026 – H1 2027
Reputation Cemented
Q3 2027
What Is Measured
  • Primary — UUS Improvement: move Unified Usage Score up across the book
  • Primary — Credit Consumption: commercial fuel for Breeze AI, directly revenue-tied
  • Volume baseline underneath — not scored on own utilization, scored on customer outcomes
  • Every engagement connects back to a usage behavior the customer is not yet doing
Durable Asset Pattern
  • Every prior role left a durable asset behind: sales pipeline (IC), prompt library (Y1E), MVV framework (CS)
  • Name the durable asset the SA team inherits from this window
  • Flagship results → Impact Award submission
  • AI Activation Playbook methodology → newsletter + speaking content
  • One body of work, three outlets: Impact Award, Newsletter, Speaking
Open Questions to Resolve
How is UUS calculated and surfaced? Per-account, per-hub, what threshold = improved? — Q2 2026, Dana check-in
What does Dana specifically prioritize for Q2–Q3? — Quarterly check-in, next few weeks
Which accounts have the highest UUS improvement ceiling? — Once UUS dashboard access confirmed
Does the SA team have existing playbooks / enablement? — Q2 2026 team ramp
How does outcome-based pricing (April 14) change credit tracking? — Immediately post April 14
Downstream Dependencies
  • Strong SA results create the conditions for Executive Sponsor development
  • Cannot ask a VP to sponsor for Director without SA numbers on the board
  • Unlocks Director/VP candidacy track
  • Unlocks advisor credibility and first advisor role conversations
  • Builds the GTM consultancy's foundation story
← Advisory & Board
GTM ADVISORY KICKOFF
Full project kickoff for the advisory track — positioning, 6-12 month sprint plan, channel strategy, target firm list, and compensation framework. Expert panel: Executive Coach, GTM Brand Consultant, GTM Operator-turned-Advisor, VC Network Strategist, SVP Solutions Partnerships. Targets Series B+, PE-backed SMB, and enterprise GTM transformation.
Defining — Kickoff Complete
6–12 Month Arc
Parallel to Consultancy
Project phases
Committed to Memory
2025
Begun Development
Apr 2026
Mid Development
First reps complete
Development Completed
First paid engagement
Project Completed
Advisory track live
Sprint Plan
Phase 1 (Months 1-2): Employment agreement review, GrowthMentor profile, GTM Audit Template V1
Phase 2 (Months 2-4): 5-8 GrowthMentor calls, TAP/Catchafire project, launch Beehiiv newsletter
Phase 3 (Months 4-8): Publish case studies, VC platform outreach, conference/panel appearance
Phase 4 (Months 8-12): First paid engagement — inbound or warm intro only
Target Segments & Firms
  • Series B+ SaaS ($20M–$100M ARR)
  • PE-backed SMB pre-rollup or exit
  • Enterprise GTM transformation
  • Priority firms: Insight Partners, General Atlantic, Summit Partners, Apax Digital
  • Entry point: Head of Platform or Portfolio Operations — not partners
← Career & Business
SA Proving Window 2026–2027
Active Now
Deliberate reputation-building window as Senior SA. Primary metrics: UUS improvement and credit consumption. Volume baseline underneath. Goal: become the reference case for what an AI-native SA looks like at HubSpot. Reputation cemented by Q3 2027.
Strategy doc ✓Active📅 Q3 2027
First check-in with Dana Kendall — resolve UUS measurement mechanics and Dana's Q2–Q3 priorities before flagship account selection
↓ Unlocks: Director/VP + Advisor credibility
Executive Sponsor Development
Queued
No clear exec sponsor yet. Treat as a deliberate project — sponsorship is the single most powerful accelerant for the Director track.
Memory only
Map 3-5 HubSpot leaders whose sponsorship would most accelerate the Director path
Impact Award Submission
Queued
Formal case study for HubSpot Solutions Partner Impact Awards. Ultimate social proof for the future business.
Memory only
Identify strongest client outcome once SA Proving Window produces a flagship story
⊘ Sequence after: SA Proving Window
Director/VP Post-Sale Solutions
Long-term
Player-coach or functional leadership. No direct IC management. Target: late 2027–early 2028.
📅 Late 2027–Early 2028
Define target role profile — player-coach vs functional lead
⊘ Sequence after: SA Window + Exec Sponsor
C-Suite (CRO / CCO / CPO)
Long-term
Long-horizon executive destination. Specific title TBD as Director/VP path and advisor track clarify which seat makes most sense.
5+ year horizon
Revisit once Director/VP role is established
⊘ Sequence after: Director/VP + Advisor track
← Career & Business
GTM AI Audit Framework
Queued
Proprietary diagnostic methodology for GTM AI readiness. The commercial IP that unlocks advisor roles and the MVA product.
Memory only
Use GTM AI Audit Framework Builder skill to design intake, scoring rubric, and deliverable format
Agentic Workflow Design
Queued
Agent template library for HubSpot customers — reusable agentic workflows for common GTM use cases.
Memory only
Document the 3-5 highest-ROI agent patterns from SA work
LLM Orchestration
Queued
Multi-step agent and LLM orchestration skills — Glean agents, Claude Code flows, pipeline design.
Memory only
Build Prompt Engineering skill for Glean and Claude Code workflows
← Career & Business
GTM Newsletter
Early
Beehiiv newsletter for GTM practitioners and RevOps leaders. Skill built. Platform and positioning TBD.
BeehiivSkill built📅 2026 target
Define publication name + draft first 3 issue topics
↓ Feeds: Speaking + Advisor credibility
Strategic Speaking Pitch
Queued
Paid conference and keynote speaking strategy targeting high-value GTM/AI events. Builds visibility and income.
Memory only
Define signature talk angle and target 3 conferences for 2026-2027
AI-Native SA Series
Queued
LinkedIn content series and guest posts positioning the AI-native SA perspective.
Memory only
Outline 5-part series angle and publish cadence
← Career & Business
Minimum Viable Audit
Queued
Fixed-price GTM AI readiness audit. The first commercial expression of the diagnostic framework. Productized, repeatable, sellable.
Memory only
Build after GTM AI Audit Framework is documented and tested
⊘ Sequence after: GTM AI Audit Framework
Own Business
Long-term
Independent GTM AI consultancy. Newsletter + speaking + audit + advisor network = the on-ramp.
3–5 year horizon
MVA + newsletter distribution flywheel are the prerequisites
⊘ Sequence after: Newsletter + MVA live
← Career & Business
Advisory & Board
3 projects · 6–36 month horizon
First Advisor Role
Early
Growth-stage or scale-up company (Series A–C) in GTM, RevOps, or AI strategy. First commercial expression of the diagnostic leadership platform outside HubSpot. You walk in, compress the diagnosis, and produce a roadmap faster than their current team can frame the problem — that's the value prop. Target outcomes: equity + retainer + credibility, all three. Timeline: 6–12 months. Kickoff completed — sprint plan, channel strategy, and positioning framework in place.
📅 6–12 monthsKickoff complete
Review HubSpot employment agreement for outside advisory clauses, then set up GrowthMentor profile
⊘ Sequence after: Employment agreement review complete ↓ Feeds: Board Pipeline + Consultancy client pipeline
Board Pipeline
Queued
Formal board seats at growth-stage companies in GTM and AI. Longer horizon than advisory — grows from a track record of advisor outcomes, the Director/VP title adding institutional credibility, and a public platform that makes you findable. Equity, network, and pattern recognition compounding over time. Not something to pursue cold — it follows from doing the advisor work well.
Memory only2–3 year horizon
Research what board-ready looks like in GTM/AI advisory — who's doing it well, what track record they had first
⊘ Sequence after: First Advisor Role established + Director/VP title
GTM Advisory Kickoff
Early
Full project kickoff for the advisory track — positioning, sprint plan, channel strategy, and compensation framework. Expert panel: Executive Coach, GTM Brand Consultant, GTM Operator-turned-Advisor, VC Network Strategist, SVP Solutions Partnerships. Targets Series B+, PE-backed SMB, and enterprise GTM transformation segments. 6–12 month infrastructure build running in parallel with the consultancy arc.
📅 6–12 monthsKickoff complete↗ GTM Advisory Kickoff
Review employment agreement → GrowthMentor profile → build V1 GTM Audit Template
↓ Feeds: First Advisor Role + Own Business
How This Fits the Flywheel
SA Proving Window — build pattern recognition at volume across HubSpot customers
GTM AI Audit Framework + Newsletter — go public with the diagnostic methodology
Director/VP title — institutional credibility that unlocks board-level conversations
First Advisor Role — commercial proof that the platform is sellable outside HubSpot
Board Pipeline — advisor track record + title + public brand = inbound board interest
Own Business — advisor and board relationships become the first client pipeline
← Old House
[PRO] EXTERIOR PAINT | NORTH WALL
Lead-positive north wall repaint with siding repair. Heavy alligatoring and paint failure across the full wall surface. Siding replacement scope confirmed during site visit — board count TBD. Project brief fully developed: scope, cost ladder, payment schedule, sequencing with bedroom storm windows, contractor questions, cost levers, and risk inventory all documented. Quote renewal and revised scope required before signing.
Brief Developed — Brief Complete
Pro Hire
Lead Positive
Est. $8,900–$10,400
Project phases
Committed to Memory
2024
Begun Development
Mar 2025 — Quote received
Brief Developed
May 2026 — Full project brief
Quote Renewed · Contract Signed
TBD — Storm window installed first
Project Completed
Paint complete · Warranty received
Scope of Work
  • Encapsulate lead-positive area per EPA RRP protocols
  • Remove storm window, seal around sash
  • Remove all peeling paint — scrape, grind, sand
  • Powerwash, caulk, bondo, putty as needed
  • Reglaze older window, prime all repaired areas
  • Paint siding, trim, window, storm — 2 finish coats
  • Siding board replacement — count TBD, per-board pricing needed
  • All debris removed from premises
  • Materials included in quote
Cost — Siding Replacement Ladder
5 boards — +$520–$780
Total ~$7,420–$7,680
10 boards — +$1,040–$1,560
Total ~$7,940–$8,460
20 boards — +$2,080–$3,120 (likely)
Total ~$8,980–$10,020
30 boards — +$3,120–$4,680 (worst case)
Total ~$10,020–$11,580
Next Actions
Replace storm window before Dennis mobilizes
Renew quote — request per-board siding line item + EPA RRP cert number
Agree board count cap with change order threshold before signing
Finalize color scheme — required before primer spec
Consider bundling front wall into same mobilization
Payment Schedule
$500 security deposit
Due at contract signing
$4,000 down payment
Due 1 week prior to start
$2,400 balance
Due at completion
← Old House
[PRO] EXTERIOR PAINT | FRONT WALL
Lead-positive front wall repaint. Full encapsulation protocol, multiple storm windows on the front elevation. Same prep scope as north wall. Quoted at $7,275 — the most expensive single wall due to front elevation complexity and window count. Storm replacement decoupled from Dennis's scope (handled later via Bedroom Storm Windows project). Project guide drafted at Early stage with bundle math, scope, sequencing rule, contractor questions, and risk inventory documented.
Contractors Identified — Quote Received
Pro Hire
Lead Positive
$7,275 Quoted
Project phases
Committed to Memory
2024
Begun Development
Mar 2025 — Quote received
Mid Development
Renew quote · bundle with other walls
Development Completed
Contract signed · storms replaced
Project Completed
Paint complete · warranty received
Scope of Work
  • Encapsulate front of house — full lead-positive EPA RRP protocol
  • Remove storm windows from all old windows, seal around sash
  • Remove all peeling paint — scrape, grind, sand
  • Finish sand all areas, powerwash
  • Caulk, bondo repair, putty holes as needed
  • Reglaze old windows as needed
  • Prime all repaired areas, storms, exposed wood
  • Paint siding and trim — 2 finish coats, color TBD
  • Reinstall storm windows at completion
  • All debris removed from premises
  • Materials included in quoted price
Cost Context
Quoted: $7,275
Highest single wall — front elevation complexity
EST-000102 · Expired Apr 2, 2025
Renewal required before signing
Bundle all 3 walls: $20,875 total
North $6,900 + Front $7,275 + Side/Patio $6,700
Adder risk: siding scope TBD
Less damage visible than north wall — lower adder expected
Next Actions
Renew quote with explicit bundle pricing across all 3 walls + per-wall itemization
Walk front elevation: count storms, identify which are bedroom-level for downstream Allied swap
Tell Dennis storm replacement is decoupled — ask for stainless-screw, moderate-caulk reinstall on existing storms
Lock color across all three walls 60 days before Dennis mobilizes (front is the most visible, anchors the choice)
Get a second lead-safe RRP-certified quote for negotiating leverage
Payment (Est. — Prorated from $20,875 Total)
Security deposit at signing
Per revised contract terms
Down payment 1 week before start
Per revised contract terms
Balance at completion
Per revised contract terms
← Old House
[PRO] EXTERIOR PAINT | SIDE & PATIO WALL
Lead-free right side and back (patio-facing) wall repaint. Lighter prep protocol — no encapsulation required. Known repairs already included in quote: a few short clapboard lengths and one window sill and casing on the patio side. Lowest-risk wall of the three.
Contractors Identified — Quote Received
Pro Hire
Lead Free
$6,700 Quoted
Project phases
Committed to Memory
2024
Begun Development
Mar 2025 — Quote received
Mid Development
Renew quote · bundle with other walls
Development Completed
Contract signed · storms replaced
Project Completed
Paint complete · warranty received
Scope of Work
  • Remove storm windows — standard practices, no encapsulation (lead free)
  • Scrape and sand all areas
  • Replace a few short clapboard lengths on patio side — included in quote
  • Replace window sill and casing on 1 window on patio side — included in quote
  • Powerwash, caulk, putty, spot prime repaired areas and exposed wood
  • Prime storm windows, reglaze older windows as needed
  • Paint siding and trim — 2 finish coats, color TBD
  • Reinstall storm windows at completion
  • Any additional damage found is a change order — agreed before proceeding
  • Materials included in quoted price
Cost Context
Quoted: $6,700
Lowest-risk wall — lead free, known repairs already priced
EST-000102 · Expired Apr 2, 2025
Renewal required before signing
Bundle all 3 walls: $20,875 total
North $6,900 + Front $7,275 + Side/Patio $6,700
Additional damage = change order
Quote explicitly states this — no surprises
Next Actions
Replace storm windows on this wall before Dennis mobilizes
Renew quote — confirm known repairs still included at $6,700
Walk patio side with Dennis — verify clapboard count and window sill scope
Bundle all three walls into single contract
Payment (Est. — Prorated from $20,875 Total)
Security deposit at signing
Per revised contract terms
Down payment 1 week before start
Per revised contract terms
Balance at completion
Per revised contract terms