noboxAI Go-Forward Operations v1

April 15, 2026 — W16 Operational Briefing

Executive Summary

Weekly Cadence & Accountability

Wednesday Virtual (30-60 min)

  1. Pipeline status: leads, deals, deliverables (5 min)
  2. Blocker clearing: what’s stuck, who owns it (10 min)
  3. Decision review: any CSA input forms submitted? (5 min)
  4. Action item accountability: due vs. done (10 min)

Friday In-Person (3-4 hours)

  1. Demo: what Jonathan built this week (15 min)
  2. Co-build: highest-priority deliverable (90 min)
  3. Strategy: review pipeline, adjust priorities (30 min)
  4. Next week planning: Top 3, assign action items (15 min)

Cadence Flow

Next WeekFri Action ItemsFriday In-PersonWed Action ItemsWednesday VirtualNext WeekFri Action ItemsFriday In-PersonWed Action ItemsWednesday VirtualReview due itemsClear blockersDecision reviewExecute on decisionsBuild deliverablesDemo + co-buildStrategy reviewSet Top 3Assign owners + due datesCycle repeats

Project Portfolio

64%9%9%9%9%Project Portfolio by Status (W16)ActiveClosingPausedOn HoldDeferred
Project Status Notes
noboxAI InternalActiveCore operations, cadence, accountability
SecondAct / Digital JayActiveMay 1 launch, Jay blockers due TODAY
Closers.io / STAActiveMelody Keel 30-day plan blocks $3.5K/mo
Ask Zuzu / HHEActiveSubscription renewal at risk
School for FreelancersActiveNew engagement, replaces 1 invoice slot
Kaleido LifeActiveOngoing
Clark’s HerbsActiveLunch meeting Apr 17
FLYStalled23 days stalled — follow up this week
JuxtMediaClosingFinal month, April invoice is last
noboxAI AcademyPaused
PracticeNearOn Hold
Roadmap DashboardDeferred
Festival Survival GuideNeeds Disposition53 days stalled — Decision A

Dropped Balls Triage

Urgency Item Owner Due Blocks
TODAY Jay letter file Skip Apr 15 SecondAct May 1 launch
TODAY Jay 80-Day Roadmap Skip Apr 15 Launch sequence
TODAY Submit EIN SMS Jonathan Apr 15 Meta Ads go-live
This Week Kajabi DNS setup Skip Apr 16 ALL outbound email
This Week Jay pricing + email access response Skip Apr 16 Launch prep
This Week Rhonda Close follow-up Skip Apr 16
This Week Pay 3 April invoices ($3,600) Skip Apr 18 Partnership cash flow
This Week Melody Keel 30-day plan Skip Apr 18 $3.5K/mo revenue
This Week Peter/Etna response Skip Apr 18 Approved work delivery
Ongoing Adam/JuxtMedia final review Skip Apr 25 Clean close-out
Ongoing Social media editorial calendar Skip Apr 25 Apr 28 launch week

JuxtMedia Close-Out

Final Month — April 2026

Lead Research Agent deployed and functional. April invoice is last. Adam has not been producing deliverables.

  • Skip: Talk to Adam — final revision round, document deliverables (by Apr 25)
  • Jonathan: Ensure Lead Research agent has feature parity for noboxAI reuse (by Apr 25)
  • Joint: Define maintenance model post-April — Decision B (by Apr 18)
  • Skip: Solicit feedback from Adam for engagement record (by Apr 25)
  • Jonathan: Archive project entity to status: complete (by Apr 30)

Decision B: Does the Lead Research agent keep running at $0 cost, or full shutdown?

School for Freelancers

Content Engine Architecture & Phase 1 Scope

New engagement effective April. Skip’s property. First content engine client. Replaces one noboxAI invoice ($1,200/mo).

Existing Assets

  • Existing dated course material (Skip’s original content)
  • Festival Survival Guide learnings (6 agents, content pipeline patterns)
  • Ann (FSG) available for content/marketing execution
  • CourseForge text-to-speech + HeyGen avatar capability

Phase 1 Action Items

  • Joint: Decide SFF content engine architecture — Decision F (by Apr 18)
  • Jonathan: SFF knowledge base ingestion sprint (Week 2, Apr 21-25)
  • Joint: SFF extraction session #1 with Skip (Fri Apr 25)
  • Joint: Decide CourseForge packaging timing — Decision G (by Apr 25)
  • Skip: Identify key interview topics for extraction sessions (by Apr 23)
  • Joint: Define Ann’s role scope (by Apr 25)

Festival Survival Guide

Disposition Required — 53 Days Stalled

Sprint 4 (launch) target was Apr 13 — never completed. Significant assets built but no forward momentum.

Built Assets

  • 6 AI agents — production-ready
  • 41 Asana tasks
  • Backlink outreach system (Sprint 1-3)
  • Content pipeline patterns directly applicable to SFF

Decision A — Options

  1. Reactivate with Ann, target May launch
  2. Pause as content engine learning Recommended
  3. Merge into SFF as a vertical
  4. Drop entirely

Co-work Pipeline Integration

Access Levels & Handoff Requirements

Skip migrating from ad-hoc Claude chat to structured Co-work projects. Four deliverables needed from Jonathan.

Decision C — Access Levels

LevelCapabilitiesNotes
View-onlyReview artifacts, submit input formsMinimal friction, limited autonomy
Publish accessFTP deploy, CSA runs, artifact creationRecommended — Skip runs CSA independently
Full accessAll tools, all reposMaximum autonomy, most handoff work

Handoff Deliverables

  • Jonathan: Provide FTP credentials for io.noboxai.com (by Apr 18)
  • Jonathan: Write deterministic function reference guide (by Apr 25)
  • Jonathan: Configure CSA pipeline access for Co-work environment (by Apr 25)
  • Jonathan: Create project templates (CLAUDE.md structure) (by Apr 25)

Financial & Invoice Structure

April 2026 (Current)

  • noboxAI Retainer — $1,200
  • JuxtMedia Retainer — $1,200
  • SFF Retainer — $1,200
$3,600 /mo • 3 invoices

May 2026+ (New Structure)

  • noboxAI Retainer — $1,200
  • SFF Retainer — $1,200
  • Meta Ads Spend — $1,500 (shared)
$3,900 /mo • 2 invoices + ad spend
2+ MONTHS OVERDUE

Three April invoices totaling $3,600 remain unpaid. Payment by Apr 18 is the single most important partnership health action. This blocks no new work but signals partnership commitment.

4-Week Execution Timeline

Apr 13Apr 15Apr 17Apr 19Apr 21Apr 23Apr 25Apr 27Apr 29May 01May 03May 05May 07May 09Strategic realignment call CSA artifacts deployed Jay blockers due Wed virtual check-in Clarks Herbs lunch meeting Fri in-person session April invoices due Execute decision inputs Wed virtual - Meta Ads + SFF SFF knowledge base ingestion Fri in-person - SFF extraction JuxtMedia close-out review SecondAct final prep Social media launch week Wed virtual - launch readiness Fri in-person - May planning Jay Samit book drops Invoice restructure effective Wed virtual - launch results Fri in-person - ICP2 activation Week 1 - Apr 13-18Week 2 - Apr 21-25Week 3 - Apr 28-May 2Week 4 - May 5-9noboxAI Go-Forward Execution (W16-W19)

Week 1 (Apr 13-18) Current

  • Mon: Strategic realignment call (complete)
  • Tue: CSA artifacts #1 + #2 deployed (complete)
  • Wed: Virtual check-in — deliver this artifact, review 7 decisions, clear Jay blockers
  • Thu: Clark’s Herbs lunch meeting
  • Fri: In-person — co-build, SecondAct info products, SFF architecture

Week 2 (Apr 21-25)

  • Mon-Tue: Execute on Skip’s decision inputs from all 3 CSA artifacts
  • Wed: Virtual — Meta Ads status, SFF extraction prep
  • Thu: SFF knowledge base ingestion sprint
  • Fri: In-person — SFF extraction session, JuxtMedia close-out review

Week 3 (Apr 28-May 2)

  • Mon-Tue: SecondAct final prep (May 1 launch)
  • Wed: Virtual — launch readiness, social media calendar review
  • Thu: Social media launch week begins
  • Fri: In-person — SecondAct launch execution, May planning

Week 4 (May 5-9)

  • Mon: Jay Samit book drops
  • Wed: Virtual — launch results, first Meta Ads leads review
  • Fri: In-person — invoice restructure effective, ICP2 activation

Accountability Escalation Flow

Proposed Escalation Model

  • Each action item gets: owner, due date, tier tag, "blocks" field
  • Wednesday reviews items due that week
  • Friday reviews items due next week
  • Overdue 7+ days: escalated to "partnership blocker" — blocks new work in that project thread
  • Monthly: review all open items, prune or re-assign
Block New WorkFlag at MeetingOverdue 7+ DaysDue DateAction Item CreatedBlock New WorkFlag at MeetingOverdue 7+ DaysDue DateAction Item CreatedMonthly review:prune or re-assignOwner + due date +tier + blocks field assignedNot completed by due dateRaised in Wed/Fri meetingas partnership blockerNo new work in thatproject thread until resolved

7 Decisions Required

Decisions A-E needed by Apr 16 Wed call or Apr 18 Fri session. Decisions F-G can wait until Week 2.

A Festival Survival Guide Disposition
  1. Reactivate with Ann, target May launch
  2. Merge into SFF as a vertical
  3. Drop entirely
B JuxtMedia Maintenance Model
  1. Full shutdown (no maintenance)
  2. Minimal maintenance at $200/mo
C Co-work Access Level
  1. View-only (review artifacts, submit input forms)
  2. Full access (all tools, all repos)
D Accountability Escalation
  1. Flag in next meeting only
  2. Formal written escalation
E Dropped Balls Ownership Tool
  1. Weekly email with owner tags
  2. Skip’s agent gets corrective inputs
F SFF Content Engine Architecture
  1. Agent ingests existing course + generates autonomously
  2. Full knowledge graph (Neo4j) like SecondAct
G CourseForge Packaging Timing
  1. Package now as add-on
  2. Wait until 3 successful deployments