# TASKBOARD.md — Command Center Task Tracker
*Last updated: April 7, 2026 8:00 AM*

## ✅ Done
- [x] **Iran Ceasefire Portfolio Impact Brief** — 🦞 Rob — Apr 8 ✨ (2-week ceasefire announced, oil -15%, S&P futures +2.7%, BABA oversold RSI 28, April 30 decision framework)
- [x] **BABA Oversold Opportunity Flash** — 🦞 Rob — Apr 8 ✨ (RSI 28.2, $118 price, 10K AI cluster launch, partial buy NOW recommendation, Pabrai/Li Lu holding)
- [x] **Anthropic Billing Action Plan** — 🦞 Rob — Apr 8 ✨ ($185.63 API overcharges identified, step-by-step fix for Joe, console.anthropic.com disable auto-recharge)
- [x] **Surfbox April 30 Launch Checklist** — 🦞 Rob — Apr 8 ✨ (22-day sprint plan, video formula, Google Ads setup, key Joe action items flagged)
- [x] **TLC Ceasefire + Lumber Flash Brief** — 🦞 Rob — Apr 8 ✨ (Fuel cost savings estimate $5.7K/yr, contractor sentiment boost, tariff still in effect, seasonal pricing hold)
- [x] **TLC Lumber Tariff Emergency Brief** — 🦞 Rob — Apr 7 ✨ (45% Canadian lumber tariff breakdown, spring repricing action plan, supplier conversation guide, contractor talking points)
- [x] **April 30 Portfolio Pre-Execution Update** — 🦞 Rob — Apr 7 ✨ (23 days out, S&P flat from Joe's exit +0.3%, Strait of Hormuz risk, BABA/FICO/V/PGR/MELI status, execution checklist, Roth 401k W-2 reminder)
- [x] **Keli April–June Social Media Content Pack** — 🦞 Rob — Apr 7 ✨ (4-week daily calendar through Memorial Day, 8 drafted posts, 5 Reel ideas, hashtag cheat sheet, May/June theme roadmap)
- [x] **Frank Capecci Personal Note** — 🦞 Rob — Apr 7 ✨ (Draft text, phone call talking points, card option — Joe needs to reach out, neighbor's wife died Dec 2025)
- [x] **TLC Command Center Dashboard** — 🦞 Rob — Apr 7 ✨ (Full HTML dashboard: KPIs, tariff alert banner, margin bars, Surfbox progress tracker, market indicators, staff status, active projects)
- [x] **Super Investor 13F Intelligence + April 30 Calibration** — 🦞 Rob — Apr 6 ✨ (Li Lu, Akre, Pabrai Q4 2025 13F breakdown; BABA/PDD alert; V+BN confirmed; April 30 stagger strategy)
- [x] **Contractor Prospect Intelligence: Amon + Pagnotta** — 🦞 Rob — Apr 6 ✨ (Full intel on both targets for Neal/Denise — addresses, phones, approach scripts, sales angles)
- [x] **Surfbox Spring/Summer Social Media Content Calendar** — 🦞 Rob — Apr 6 ✨ (April 30 launch week 7-post plan, May calendar, caption templates, hashtags, pre-launch checklist)
- [x] **Firehouse Luxury Conversion Market Comps + Valuation** — 🦞 Rob — Apr 6 ✨ (Section 47 tax credit alert, comp ranges $900K–$2.2M, buyer profiles, marketing strategy)
- [x] **ReBolt™ Patent Landscape & IP Strategy** — 🦞 Rob — Apr 4 ✨ (Permaplug patent #10985516 analysis, ReBolt white space identified, provisional patent recommendation, $12-23K IP budget)
- [x] **TLC 539 Building Marine Store Concept** — 🦞 Rob — Apr 4 ✨ (Marine supply gap on LBI, $280-410K Year 1 revenue model, dual-use marine+contractor quick-stop, implementation plan)
- [x] **Surfbox Digital Marketing & Google Ads Strategy** — 🦞 Rob — Apr 4 ✨ (Campaign architecture, keyword targeting, $1K/month → 10-20 rentals, 8-16x ROAS, landing page strategy)
- [x] **Keli LBI Spring 2026 Market Intelligence Brief** — 🦞 Rob — Apr 4 ✨ (LBI avg $2.26M +49.6% YoY, 5 social media post drafts, competitive intel, market data cheat sheet)
- [x] **GLP-1/T2D Market Opportunity for T1D App** — 🦞 Rob — Apr 4 ✨ ($200B market by 2030, 30M US users, expansion roadmap T1D→GLP-1→metabolic health, $9M+ ARR potential)
- [x] **Joe & Keli Anniversary Tribute** — 🦞 Rob — Apr 3 ✨ (Private tribute for their 23rd anniversary, Charleston trip)
- [x] **T1D App MVP Development Roadmap** — 🦞 Rob — Apr 3 ✨ (Dexcom-Oura integration update, Terra API stack, 90-day build plan, competitive landscape, budget)
- [x] **TLC Seasonal Pricing Strategy Spring/Summer 2026** — 🦞 Rob — Apr 3 ✨ (Lumber futures at $580-600, treated/decking margin capture, Epicor pricing tiers, $250K+ margin opportunity)
- [x] **April 30 Strike List — 5 Deep Dives** — 🦞 Rob — Apr 3 ✨ (V, FICO, BABA, PGR, MELI — moat analysis, risk assessment, Buffett test, 27 days to execution)
- [x] **Surfbox-TLC Cross-Sell Program** — 🦞 Rob — Apr 3 ✨ (Counter scripts, contractor referrals, UNITS competitive response, $45K Year 1 revenue projection)
- [x] **Corner Market Deal Analysis (275 W 9th, Ship Bottom)** — 🦞 Rob — Apr 2 ✨ (2025 LBI commercial data, 214 W 9th comp at $2.06M, partnership structure, risk assessment)
- [x] **TLC Declining Account Recovery Playbook** — 🦞 Rob — Apr 2 ✨ (5-step system for Neal/Denise, discovery scripts, win-back offers, 30-60-90 follow-up cadence)
- [x] **Colorant Industry India/China Supplier Deep-Dive** — 🦞 Rob — Apr 2 ✨ (8 Indian suppliers mapped, 3 re-entry paths, ChromaScape update, tariff analysis, timing case)
- [x] **Liberation Day Anniversary Portfolio & Macro Analysis** — 🦞 Rob — Apr 2 ✨ (1-year tariff retrospective, S&P scorecard vs Joe's exit, risk landscape for Apr 30, execution recs)
- [x] **Surfbox Competitive Positioning & Digital Audit** — 🦞 Rob — Apr 2 ✨ (UNITS targeting Surfbox, review acceleration plan, TLC cross-sell strategy, local SEO playbook)
- [x] **Bella AI & Vibe Coding Education Package** — 🦞 Rob — Apr 1 ✨ (Tools, courses, OpenClaw setup path, career positioning for AI + health sciences)
- [x] **MercadoLibre (MELI) Investment Deep-Dive** — 🦞 Rob — Apr 1 ✨ (Full valuation, moat analysis, April 30 sizing rec: 1.5-2% in 20-Year bucket)
- [x] **ReBolt™ Manufacturer Research & Pitch Prep** — 🦞 Rob — Apr 1 ✨ (Permaplug Shark Tank update, prototype path, 3 manufacturer options, $20K launch budget, Shark Tank angle)
- [x] **TLC Epicor Min/Max Inventory Guide** — 🦞 Rob — Apr 1 ✨ (4-phase implementation, SKU tiering, $325K target framework, dead stock action plan)
- [x] **Juliana Confidence Building & Summer Job Plan** — 🦞 Rob — Apr 1 ✨ (LBI restaurant targets, confidence framework, sales career path, father-daughter blueprint)
- [x] **TLC "Lobster Press" Boom Truck Facebook Post** — 🦞 Rob — Mar 31 ✨ (3 draft options, posting strategy, Bob as recurring character)
- [x] **Surfbox Social Media Program (April 30 Go-Live)** — 🦞 Rob — Mar 31 ✨ (5 content pillars, monthly calendar, pre-launch checklist, launch week plan)
- [x] **Serial Acquirers Investment Research** — 🦞 Rob — Mar 31 ✨ (Fairfax FFH, Brookfield BN, Constellation CSU — comparative analysis, April 30 recs)
- [x] **Haastrotters Boatyard Research** — 🦞 Rob — Mar 31 ✨ (Could not find — needs clarification from Joe, mapped all causeway marinas)
- [x] **PSI Physics AI Package for Danielle** — 🦞 Rob — Mar 31 ✨ (Get Physics Done, Moonshot videos, career links, draft message for Joe to send)
- [x] Initial brain dump analysis (TLC + Surfbox) — 🦞 Rob — Mar 25
- [x] TLC financial deep-dive (2024-2025) — 🦞 Rob — Mar 25
- [x] Surfbox financial deep-dive (2025) — 🦞 Rob — Mar 25
- [x] MISSION.md — Command Center mission statement — 🦞 Rob — Mar 25
- [x] Mission Control Dashboard (6 screens) — 🦞 Rob — Mar 25
- [x] Daily Morning Briefing cron (6:30 AM) — 🦞 Rob — Mar 25
- [x] Autonomous Task Generation cron (8:00 AM) — 🦞 Rob — Mar 25
- [x] **TLC Customer Concentration Risk Analysis** — 🦞 Rob — Mar 26 ✨
- [x] **Surfbox Growth Tracker (Path to $1M)** — 🦞 Rob — Mar 26 ✨
- [x] **Surf City vs Tuckerton Margin Gap Analysis** — 🦞 Rob — Mar 26 ✨
- [x] **April 30 Portfolio Execution Prep & Super Investor Analysis** — 🦞 Rob — Mar 26 ✨
- [x] **Charleston Vow Renewal Officiant Research** — 🦞 Rob — Mar 28 ✨ (3 options compiled, Joe must call TODAY)
- [x] **ReBolt™ Competitive Landscape Analysis** — 🦞 Rob — Mar 28 ✨ (Permaplug, Lock Socket, Piranha Plug mapped)
- [x] **LBI Spring 2026 Real Estate Market Brief** — 🦞 Rob — Mar 28 ✨ (for Keli + TLC planning)
- [x] **Colorant Industry Re-Entry Intelligence Report** — 🦞 Rob — Mar 28 ✨ (ChromaScape tracking + re-entry angles)
- [x] **Constellation Software (CSU) Investment Deep-Dive** — 🦞 Rob — Mar 29 ✨ (Leonard departure, valuation, April 30 sizing)
- [x] **T1D App Competitor Landscape & Dexcom/Oura Analysis** — 🦞 Rob — Mar 29 ✨ (Major: Dexcom invested $75M in Oura, validates thesis)
- [x] **California Closets Partnership Analysis** — 🦞 Rob — Mar 29 ✨ (Trade program, showroom-in-store model, revenue projections)
- [x] **Keli Social Media Spring Content Pack** — 🦞 Rob — Mar 29 ✨ (2 weeks of posts, dual-market strategy, calendar template)
- [x] **April 30 Portfolio Execution Spreadsheet** — 🦞 Rob — Mar 30 ✨ (29-stock plan, sizing, order types, staggered deployment strategy, account allocation)
- [x] **NJ Construction & Building Permit Trend Analysis** — 🦞 Rob — Mar 30 ✨ (Ocean County +47% permits, LBI 121 builds, South Jersey 4.1% cost inflation)
- [x] **Firehouse Marketing Brief for Developers/Architects** — 🦞 Rob — Mar 30 ✨ (Distribution targets, financial framework, comparable sales)
- [x] **Harbor Freight Business Model Study** — 🦞 Rob — Mar 30 ✨ (539 building recommendation: contractor quick-stop + marine supply hybrid)

## 🔄 In Progress
- [ ] TONIGHT: Rob's Gmail send setup (rob.lobster.colle → jlynch@tlcnj.com ONLY) — 🤝 Both
- [ ] TONIGHT: Gmail read-only API on josephfl12@gmail.com — 🤝 Both
- [ ] Set up Outlook forwarding rule: Epicor/Surfbox reports → rob.lobster.colle@gmail.com — 👤 Joe
- [ ] After Gmail API: Junk mail audit — Rob identifies garbage, Joe clicks unsubscribe — 🤝 Both
- [ ] Later: Full Microsoft 365 read-only on jlynch@tlcnj.com — 🤝 Both
- [ ] M365 Calendar ICS publishing — 👤 Joe
- [ ] Onboarding & context loading — 🦞 Rob — ongoing
- [ ] WAITING: Joey Young — spreadsheet with commission/bonus calcs + input on interim inventory target ($325K/$3,500) — ⏳
- [x] Switch back to Claude Max $200/mo plan — ✅ DONE (Joe confirmed Apr 7)
- [x] Reach out to Frank Capecci (neighbor, 12th St) — ✅ DONE (Joe x'd off Apr 7)
- [x] Neal/Denise — contractor prospect calls: Amon + Pagnotta — ✅ DONE (Joe x'd off Apr 7)
- [x] Haastrotters Boatyard research — ✅ DONE (Joe x'd off Apr 7)
- [x] Property tax appeal research — Chesterfield — ✅ DONE (Joe x'd off Apr 7 — no longer needed)

## 📋 Backlog
### High Priority
- [x] Build TLC Command Center Dashboard — 🦞 Rob — ✅ DONE Apr 7
- [ ] Build Surfbox Growth Tracker Dashboard (interactive HTML) — 🦞 Rob
- [ ] Surfbox social media program (April 30 go-live) — 🦞 Rob
- [ ] Investment watchlist extraction from Excel files — 🦞 Rob
- [x] April 30 execution spreadsheet (29 stocks, sizing, order types) — 🦞 Rob — ✅ DONE Mar 30
- [x] Constellation Software (CSU) crash research — 🦞 Rob — ✅ DONE Mar 29
- [ ] Schedule Mike the plumber (Ship Bottom Code Official) — walk-through on plumbing renovation + HVAC — 👤 Joe
- [ ] Set up Gmail send capability (Rob → Joe only) — 🤝 Both
- [ ] Dictate family history to Rob — ALL THREE daughters (Juliana, Isabella, DANIELLE) + more on Keli — 👤 Joe — do when Keli isn't nearby 😂
- [ ] Find Nate Jones Open Brain video re: human-facing memory visual layout — send link or dictate what he said — 👤 Joe
- [ ] Build unified memory search (local + Open Brain) for Mission Control — 🦞 Rob — BLOCKED on Nate Jones research above
- [ ] Rob Lobster voice clone project — gather Robby audio/video clips from Facebook — 👤 Joe — TALK TO RENEE FIRST, then download videos and send to Rob via Telegram
- [x] Build confidence plan for Juliana — research strategies, find summer waitressing job at beach/Chesterfield — 🤝 Both — ✅ Rob's portion DONE Apr 1 (needs Joe to discuss with Jules)
- [x] Bella AI education package — curate YouTube videos, resources, vibe coding intro for Isabella — 🦞 Rob — ✅ DONE Apr 1
- [ ] Set up Bella with her own OpenClaw Chief of Staff — 🤝 Both
- [ ] Dictate Keli's full history — 👤 Joe
- [ ] Dictate brothers & their kids — 👤 Joe
- [ ] 🤫 Charleston vow renewal — Fri Apr 4 beach ceremony, find officiant, plan logistics — 🦞 Rob + 👤 Joe — PRIVATE
- [ ] Call Jersey Appliance — 609-918-1830 — Thermador hood (svc date 2/27/2025, svc #275188) — fix hood + door + racking — 👤 Joe
- [ ] Fill out Certificate of Compliance application + $150 fee for Phil Reed — 👤 Joe (upload form to Rob)
- [ ] Tweak zoning compliance letter — make specific, request borough letterhead — 🤝 Both
- [ ] Research 539 paint store building future uses — marine shop, landscape supply, Harbor Freight model, upstairs office tenants — 🦞 Rob
- [x] Ray Hurle idea: study Harbor Freight business model for applicability — 🦞 Rob — ✅ DONE Mar 30
- [ ] Research PSI.inc physics AI model (MIT/Alex, Moonshot YouTube) — find GitHub repo, package info for Danielle re: autonomous submarines — 🦞 Rob
- [ ] Find & queue up the A360 video referenced in Moonshot YouTube — 🦞 Rob
- [x] Research Haastrotters Boatyard (causeway, Ship Bottom NJ) — ✅ DONE (Joe x'd off Apr 7)
- [ ] 🔑 THE KEY PROJECT — organize truck key rings — 👤 Joe:
    - Key ring 1: Firehouse keys
    - Key ring 2: TD Bank drop boxes (Route 72 + Bay Avenue)
    - Key ring 3: Truist Bank, New Egypt
    - Key ring 4: Surf City — gates, shed, garage, doors
    - Key ring 5: Tuckerton — building + main gate
- [ ] Set up ElevenLabs account + enable voice plugin on Mac — 🤝 Both — tonight's Mac session
- [ ] Create voice clone from audio + wire up TTS in OpenClaw — 🦞 Rob — once clips received

### Medium Priority
- [ ] Build Value Investor Dashboard — 🦞 Rob
- [x] ReBolt manufacturer research (prototype → pitch) — 🦞 Rob — ✅ DONE Apr 1 (Protolabs, Xometry, Chinese mfg options, full launch plan)
- [x] Keli social media content calendar — 🦞 Rob — ✅ DONE Mar 29 (spring content pack)
- [x] Tailscale setup for remote access — ✅ DONE — 4 devices connected (Mac Mini, iPhone, Windows laptop, Mac)
- [ ] Colorant industry deeper research (India/China suppliers, former customer mapping) — 🦞 Rob — initial intel report DONE
- [x] T1D app competitor research — 🦞 Rob — ✅ DONE Mar 29
- [x] Firehouse marketing materials — 🦞 Rob — ✅ DONE Mar 30
- [x] California Closets partnership research — 🦞 Rob — ✅ DONE Mar 29
- [ ] Neal/Denise priority call list for declining accounts — 👤 Joe — see customer concentration analysis
- [ ] Surf City pricing matrix audit in Epicor — 👤 Joe/Paul
- [ ] OBX Surfbox new rental pipeline investigation — 👤 Joe

### Low Priority
- [x] Property tax appeal research (Chesterfield) — ✅ DONE (Joe x'd off Apr 7 — no longer needed)

### 🔧 Technical Issues
- [x] **Brave Search API** — ✅ Working again as of March 28

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*Updated automatically by daily task sessions and main conversations.*
*Last updated: April 8, 2026 8:00 AM*