KODIAK Weekly Triage

April 1, 2026 — Bear North Digital
W14 • 76 Overdue • 5 Clients Active
Key Metrics
76
Overdue Tasks
7
Due This Week
7
Completed
Issues
n8n Health
2
Ads Anomalies
0
SEO Anomalies
6
Risk Scores
0/3
Rocks Started
AI Analysis

Advantage Air is the Highest-Risk Active Account

Advantage Air scores 59/100 overall with compounding risk factors: budget score of 30 (ROAS 0.18, HVAC campaign losing 74% IS to budget, Plumbing losing 84%), organic score of 35 (only 36 GSC clicks, avg position 19), and $788 in broad match spend bleeding budget. Three separate meetings referenced concerns: client may pause ads, lead tracking gap (texts not in WhatConverts), and Joe's unauthorized Google Ads access. Monthly SEO & Content task is 7 days overdue and parent pages are 5 days overdue.

Recommendation: Treat as P1 this week. Consolidate all AA action items into a single war-room task. Colleen must call the client before EOW.

Meeting Action Items are Landing — But Joel is Drowning

Good news: meeting gap rate is 0% — all 27 action items from 5 meetings matched to ClickUp tasks. But Joel is carrying 37 active tasks with 30 overdue. Every other team member has capacity (Josh: 4, Colleen: 1, Sal: 0, Carl: 2). The Air Doctorx audit alone generated 30+ tasks assigned to Joel. Without redistribution, nothing moves.

Recommendation: Monday L10 must address delegation. Reassign Air Doctorx SEO tasks from Joel to Sal and Carl.

Deliverables Due Today & Air Doctorx Launch in 13 Days

5 Google Ads audits (weekly) and 3 SEO audits (monthly) are due today across all clients. The Air Doctorx site launch milestone is April 15 — 13 days away — with 70 overdue tasks, SEO score at 45/100, and zero GSC visibility. Q2 rocks also start today with none moved past "to do."

Recommendation: Run weekly ads audits today. Confirm Air Doctorx launch is realistic given task backlog. Each rock owner names first milestone at L10.
Action Items
Critical
  1. 1
    System 5 critical n8n workflows down Execution Monitor, WhatConverts Logger, Coldlytics Pipeline, Client Health, Utilization Report
  2. 2
    ClickUp Monthly SEO & Content — 7d overdue Assigned to Salman Shahid
  3. 3
    ClickUp Advantage Air Parent Pages — 5d overdue Assigned to Salman Shahid
  4. 4
    ClickUp Caster Central Tag-to-Metafield Migration — 5d overdue Assigned to Josh Kimmes
  5. 5
    ClickUp Hacks Plumbing — 4 citation/schema tasks due today Create citations, deploy schema, resubmit sitemap, build LocalBusiness schema (Salman)
  6. 6
    ClickUp Air Doctorx — 30+ SEO audit tasks due today Assigned to Joel — canonical fixes, broken links, H1 structure, robots.txt, schema, GBP, citations
Important
  1. 7
    Atlas Double Time Garage Doors — score 52/100
  2. 8
    Atlas Caster Central — score 51/100
  3. 9
    Kodiak Joel is overloaded: 37 active tasks, 30 overdue Delegate Air Doctorx tasks to Sal and Carl
  4. 10
    Kodiak Air Doctorx — at risk (46/100) SEO: 45/100, Tasks: 70 overdue, Organic: zero GSC visibility
  5. 11
    Kodiak Double Time Garage Doors — at risk (48/100) Tasks: 4 overdue, Organic: low CTR/poor position
  6. 12
    System SPARKLE v2 — 8 failures in 168h
  7. 13
    System Search Term & Negative Keyword Mining — 3 failures in 168h
  8. 14
    Atlas Advantage Air — 1 budget change this week (Colleen)
  9. 15
    Atlas Caster Central — 1 budget change this week (Josh)
  10. 16
    EOS All 3 Q2 rocks still “to do” — Q2 starts today
Maintenance
  1. 17
    ClickUp 7 tasks due this week Deluxe logos, Cloud Code token limits, Loom tutorial, photo sessions, Cloud Code rules, ClickUp transition, Weekly Priorities
  2. 18
    ClickUp 7 tasks completed last 7 days
Client Risk Scores
Client Overall Risk Level Risk Factors
Air Doctorx Heating & Air 46/100 At Risk SEO: 45/100, Tasks: 70 overdue, Organic: low CTR/poor position
Double Time Garage Doors 48/100 At Risk Tasks: 4 overdue, Organic: low CTR/poor position
Advantage Air 59/100 Watch Budget: low ROAS or high IS loss, Organic: low CTR/poor position
Hack’s Plumbing & Drain 64/100 Watch Budget: low ROAS or high IS loss, Organic: low CTR/poor position
Caster Central 65/100 Watch —
Lucas Concrete 100/100 Healthy —
Deliverables
Client Deliverable Status Owner
Advantage Air Google Ads Audit Due Today Colleen
Advantage Air SEO Audit Due Today Josh
Double Time Garage Doors Google Ads Audit Due Today Colleen
Double Time Garage Doors SEO Audit Due Today Josh
Caster Central Google Ads Audit Due Today Colleen
Air Doctorx Google Ads Audit Due Today Colleen
Hack’s Plumbing Google Ads Audit Due Today Colleen
Hack’s Plumbing SEO Audit Due Today Josh
Air Doctorx Site Launch 13d Remaining Joel
Meeting Recaps
Level 10 Team Meeting — Mar 30 11 min
Attendees: Josh, Colleen, Joel, Carl, Salman

Key Decisions:
  • AirDoc X launching in 2 days
  • Full transition to new ClickUp process
  • Plain images over Canva for social media
Action Items:
  • Colleen send overdue project doc
  • Joel review product pages after diamond stud images
  • Salman tag Josh re: 90-day roadmap prioritization
  • Salman fully transition to new task process
  • Carl create social content cards
  • Carl add social posts to Omnisend, tag Colleen for approval
Josh x Colleen Weekly Sync — Mar 25 25 min
Key Decisions:
  • No auto-apply since Mar 17
  • Restrict Joe's Ads access
  • Advantage Air client at risk of pausing
Action Items:
  • Colleen call Advantage Air client re: bookings and ad performance
  • Colleen continue monitoring/excluding competitor search terms
  • Josh remove Joe's Google Ads access
  • Josh share SEO blog content with clients for feedback
  • Josh rerun SEMrush audits for DTG and Advantage Air
  • Josh complete product enrichment meta field uploads
  • Josh optimize Caster Central Hamilton PPC / Shopping
Gap Warning: Multiple high-stakes items discussed — ensure Joe's access removal and Colleen's AA client call happen this week.
Colleen x Josh Debrief — Mar 27 38 min
Key Decisions:
  • Product metadata review process established
  • Cloud Code setup for Colleen
  • Real photos preferred over stock
  • Lead tracking gap identified — texts not in WhatConverts
Action Items:
  • Josh provide Colleen Cloud Code connection rules
  • Josh monitor/disable low-performing Google Ads campaigns
  • Colleen complete Cloud Code setup + Local by Flywheel install
  • Colleen arrange professional photography sessions
  • Colleen confirm paused/unpaused campaign status
  • Carl set up text forwarding on WhatConverts for Advantage Air
Gap Warning: Carl's WhatConverts text forwarding is a data gap — leads being lost until this is resolved.
SEO Weekly Sync — Mar 25 58 min
Key Decisions:
  • Advantage Air parent pages for local SEO
  • Cloud Code intro to team
  • Salman creates first parent page
Action Items:
  • Salman create AA parent service pages (plumbing + HVAC)
  • Josh add Salman to FireCrawl paid plan
  • Josh record Cloud Code Loom tutorial
  • Carl manage Cloud Code API token limits
  • Carl prepare Deluxe Systems blog image logos
Gap Warning: Cloud Code Loom and FireCrawl access are blockers for team productivity.
DTG Huddle — Mar 25 19 min
Key Decisions:
  • PPC lead volume decreased
  • CPL approximately $152
  • Negative keywords added
  • Prioritize conversion rate over impression share
Action Items:
  • Colleen analyze decreased PPC impressions and click reduction
  • Colleen incorporate Miguel's images into campaign creative
  • Miguel provide additional campaign images
Deluxe Systems (Caster Central) — Mar 27 47 min • Client Meeting
Attendees: Josh, Colleen, Scott Fisher, Vicki Palermo, Dave, Ben Forney, Timothy (WT Hight)

Key Decisions:
  • 302 Hamilton Pronto products refined for website integration
  • Quick ship items to be tagged — ship within 1-2 days for orders up to 20 pieces
  • Pricing strategy: 50% margin floor, competitive analysis vs Access Casters
  • Website navigation improved — users should find products within 15 seconds
  • Real photos preferred for key product pages, AI-generated for scale
  • Omnia Send automation for quote nurturing and reorder reminders
Action Items:
  • Josh: Spot check Hamilton Pronto data, enrich bolt hole spacing dimensions
  • Josh: Test Shopify RFQ invoice workflow, circulate pricing analysis
  • Josh: Continue competitor price scraping (Access Casters)
  • Vicki: Follow up with Hamilton contact, share CADNIS login
  • Josh: Send Omnia Send pipeline config to Tim for quote automation
EOS — Rocks & L10

Q2 Rocks (0/3 Started)

Rock Owner Due Status
Launch n8n monthly recurring task automation Josh Jun 30 To Do
Reduce COMPASS build time from 3 weeks to 2 weeks Joel Jun 30 To Do
Build standardized client onboarding SOP in ClickUp Colleen Jun 30 To Do

L10 To-Dos (7 items, 0 overdue)

To-Do Owner Due
Confirm DTG follow-ups status (carried over from Feb 23 L10)—Apr 6
Fix 3 broken OAuth credentials in n8n (Drive, Docs, Ads)JoshApr 6
Confirm Air Doctor X site build status with JoelJoshApr 6
Create Google Sheet scorecard from scorecard-spec.mdJoshApr 6
Confirm exact MRR number for scorecard baselineJoshApr 6
Create V/TO Doc from template——
Set up Google Sheet Scorecard per spec——

Top 5 Company Issues

  1. Book (“The Growth Playbook for the Trades”) is stalled
  2. Scaling past 12 clients requires a CSM hire — no active hiring plan
  3. ClickUp workspace just rebuilt — team hasn’t fully adopted new structure
  4. Team utilization is unmeasured — no live dashboard
  5. Air Doctor X site build is behind — original Jan 20 target missed
+ 6 more issues in ClickUp (COMPASS bottleneck, onboarding SOP, outbound sales, INTAKE/SCOUT not built, V/TO draft, core values distillation)
Team Capacity
Team Member Active Overdue Due Soon Status
Josh 4 1 3 Available
Colleen 1 0 1 Available
Sal 0 0 0 Available
Joel 37 30 7 Overloaded
Carl 2 0 2 Available
Budget Pacing
Client Budget ROAS Search IS Flags
Advantage Air $4,000 0.18 18.4% $788 broad match HVAC 74% IS lost Plumbing 84% IS lost
Double Time — — 31.7% Repair CT 32% IS lost 1 campaign overspent 117%
Caster Central — 1.10 13.1% Industrial Core 57% IS lost Brand 29% IS lost
Air Doctorx — 0.02 — Low spend / new account
Hack’s Plumbing — 0.01 15.1% HydroJetting 62% IS lost Leak Detection 37% IS lost 1 campaign overspent 114%
Google Ads Health
Account Score Trend Critical Alerts
Air Doctorx 85/100 — 8
Advantage Air 61/100 — 9
Hack’s Plumbing 60/100 — 5
Double Time Garage Doors 52/100 — 87
Caster Central 51/100 — 5
SEO Health
Client Score Trend
Advantage Air 69/100 —
Caster Central 63/100 —
Double Time Garage Doors 60/100 —
Hack’s Plumbing 58/100 —
Air Doctorx 45/100 —
Organic Search (GSC)
Client Clicks Impressions CTR Avg Position
Caster Central 858 105,592 0.8% 9.6
Advantage Air 36 10,772 0.3% 19.0
Hack’s Plumbing 29 10,458 0.3% 17.9
Double Time 15 5,174 0.3% 28.5
Air Doctorx 0 0 0% —
Google Ads Changes
Client Total Changes Budget Changes External Changes
Advantage Air 11 1 0
Caster Central 3 1 0
System Health
50 / 51
n8n Workflows
Active / Total
5
Critical Down
Workflows failing
50
Recent Failures
Last 7 days
Issues Detected
Status
 
Bear North Digital — Generated by KODIAK on 2026-04-01