Quo Phone System — SOW & Billing
May 7, 2026
Quo SOW Signed — BT-STC-QUO-2026
Done
Rob Miron signed SOW BT-STC-QUO-2026 for the Quo Phone System Setup: AI-powered phone answering, call routing, and lead capture via Sona AI + Zapier integration. Total: $7,500 in two payments of $3,750.
May 7–8, 2026
Stripe Customer Consolidated
StripeDone
Five duplicate Sperry customer records merged into master
cus_U3I7XBASBuQY9A. Customer name corrected to Sperry Tree Care Co., billing address confirmed (29978 East Enid Rd, Eugene OR 97402), and sent to michele@sperrytreecare.com.
May 8, 2026
Invoice 1 — $3,750 Finalized & Ready to Send
StripeDone
Invoice
in_1TUbJAFzV2d5PtTOGMVTZ0wZ finalized (status: open). Payment methods set to ACH Direct Debit and Bank Transfer only — no credit card. Billed to Sperry Tree Care Co., sent to michele@sperrytreecare.com. Pending: Jason clicks Send in Stripe dashboard.
May 7–8, 2026
Invoice 2 — $3,750 Auto-Charge Scheduled for July 1
StripeAutomated
Invoice
Dependency: Michele's bank account must be saved to the customer record after she pays Invoice 1. Verify post-payment.
in_1TUbLxFzV2d5PtTOYxBPM022 created in draft. Scheduled Cowork task created at /Users/Jason/Documents/Claude/Scheduled/sperry-quo-invoice2-july1/SKILL.md — fires July 1, 2026 at 7:00am PDT, auto-finalizes the invoice and charges Michele's saved ACH bank account. Sends Dispatch notification on completion or failure.
Dependency: Michele's bank account must be saved to the customer record after she pays Invoice 1. Verify post-payment.
Meta Advertising
May 4 & May 7, 2026
Meta Ad Approval Pages — v3 & v4 (Kelly Lyons Photos)
Done
Two rounds of ad creative approval pages deployed this week. v3 (May 4) launched with Kelly Lyons real photography replacing AI images. v4 (May 7) incorporated copy revisions. Both live as Cloudflare Workers.
Email Marketing
May 6, 2026
Broadcast E6 Sent — "Enter to Win + Bring a Friend"
KitDone
Ninth Kit broadcast of the Q2 campaign delivered to the residential segment. Subject: Enter to win + bring a friend — plus spring tree advice for the valley.
May 8, 2026
All 9 Kit Broadcasts Added to Template Library
KitDone
Full Q2 2026 email archive (E1–E6, with residential/commercial variants for E3–E5) now listed in the BOSSTORQUE Template Library with live Kit archive links. Template Library bumped to v2.
Pending — Action Required
📤 Send Invoice 1 to Michele
Invoice is finalized and open in Stripe. Open the dashboard link and click Send invoice — it routes to michele@sperrytreecare.com. Once sent, monitor for ACH payment and confirm bank account is saved to the customer record before July 1.
✅ Verify ACH Saved After Michele Pays
After Michele completes the ACH payment on Invoice 1, check that a bank account payment method is attached to customer
cus_U3I7XBASBuQY9A. This is required for the July 1 auto-charge to execute. If not saved, the scheduled task will fail and Dispatch will alert.