🗂 Crabtree Backlog Index

Robert asked for a draft follow-up to all BNI guests who attended. Mentioned in 2 separate sessions (May 11 + May 12). Never drafted, never sent. Needs to go out this week.

QR code at CLAUDEVAULT/clients/16fold/brand/friday-qr-code.png. Needs to be printed or displayed at Workspace Sandusky Thursday evening. No confirmation this has been handled.

Social post drafted and QA'd. Waiting on Robert's explicit approval before posting. Needs to go out before or day-of Friday event.

Proposal is overdue. Kara is waiting. No confirmation of delivery. Client relationship at risk if this slips further.

Kierstan replied May 8. No response sent. Active client. Needs acknowledgment this week.

Proforma due May 18. Unknown which client or project this is for. Needs identification and action before Sunday.

Memory flags Rowboat = CANCEL. No action taken. Needs to be formally cancelled and account closed to stop any recurring costs.

The correct Jeeves deployment model: (1) Robert's personal Hermes — private. (2) 16Fold shared engine — V4 agents only, no personal data. (3) Per-client isolated Jeeves profiles. NOT built. Without this, can't onboard paying clients safely.

The Robert Crabtree personal brand content pipeline was deferred — only CM brand content running through the agent system. RC posts need their own pipeline with RC voice, RC pillars, RC platforms.

MCP access for V4 agents inside workflow O8K4eaBZkLJC93NJ is disabled. Prompt caching + context management cannot be applied until fixed. Was on the todo list — never confirmed done.

Deferred until 16Fold nets $40K+/year. No action now — but needs to be on the calendar as a milestone trigger, not just "later."

Client portal explicitly deferred to Phase 2. Internal system needs to be right first. Re-evaluate after 3 paying Jeeves clients onboarded.

SMS deferred until ads launch. Good call per session notes. Revisit when ad campaigns are live and generating leads at volume.

AI-referred traffic converts 4.4× higher than organic. GEO (Generative Engine Optimization) audit as a CM service offering. Ranked #1 ROI by the system in April. Still not built.

Claude Code skills to manage $3M+ ad accounts. Ranked #1 ROI in April 25 session. Burnett agent needs executable skills that connect to real Meta ad data. Not built.

Intake form → brand asset collection → SOUL.md build → profile creation → bot delivery. No documented process exists. Can't scale Jeeves without it.

Robert specifically mentioned a package to set up Claude Design so the company has access to create any branding materials. Not built, not documented.

Robert noted a break between Claude Coworker and Hermes. Needs a clear-cut documented plan for how they work together — what goes to Cowork, what stays with Hermes, handoff format.

Packages & Pricing doc, How Your AI Works one-pager, Claude vs Hermes Decision Guide, What AI Can Do For Your Business (10 industries), Sales Kit Overview. All were planned for May 1 afternoon build — status unknown.

Robert asked for an agent or continuous process always looking for trending topics for both Crabtree Marketing and Robert Crabtree, working them into social content. Scout runs daily but trending topic synthesis into content isn't wired.

AskJeeves/IAC trademark concern flagged. Legal pass was queued but not completed. Also: five brand character names + visuals need legal review. Robert must sign off before using "Jeeves" in external marketing.

Robert asked: "What kinds of processes should we be trademarking of our system?" Concerned about copying, duplication, theft. No trademark strategy written for the V4 agent system / The Machine.

Robert said "don't forget about GPT-5 and Nano Banana Pro — use those for jobs and skills too." Neither is integrated into the agent system. What API subscriptions to drop vs keep also unresolved.

Domain owned. All pages still on *.pages.dev subdomains. Needs consolidation to 16fold.ai before first paying client. Not started.

"16" origami mark is strong. "FOLD" wordmark has 2009 bevel/extrude styling — needs flat Inter 900 replacement. No final vector files received. Can't ship brand without this.

Cloudflare worker returning 404. Needs wrangler redeploy. Robert has the Cloudflare access — needs to run wrangler deploy.

Helm daemon not running. Blocks AI image/video generation via Higgsfield MCP. Need to restart Helm on Mac Studio.

Security risk: 29 tables have RLS enabled but no policies. Anonymous users can access data. SQL for all 29 needs to be generated and applied.

Not resolving. Needs Cloudflare DNS fix or redeployment.

Robert asked for content pillars for both Crabtree Marketing AND Robert Crabtree personal brand. CM pillars exist. RC pillars not formalized for the agent system to use consistently.

Robert flagged "I need you to find a way to get the video content I shared." Video transcription + content repurposing pipeline exists in skills but not wired into the automated content system.

Robert explicitly said "don't forget we need to be mixing in static images, reels, carousels, stories." Current pipeline generates static posts. Reels/carousels require manual production — process not documented.

Parked. Do not build. 134 open TODOs in vault from previous planning. Do not action without Robert explicitly restarting it.

Parked. Mentioned in vault. No active development. Do not build.