KODIAK Weekly Triage

Key Metrics

Overdue

Due This Week

Completed

Meetings Reviewed

Meeting Action Gaps

Ads Anomalies

Issues

n8n Health

0/3

Rocks Started

AI Analysis

Advantage Air is the Highest-Risk Account

Three separate meetings referenced concerns: client may pause ads, lead tracking gap (texts not in WhatConverts), Joe's unauthorized Google Ads access, and parent pages 4 days overdue. This is the only account surfacing in ClickUp overdue, meeting gaps, and ads anomalies simultaneously.

Recommendation: Treat as P1 this week. Consolidate all AA action items into a single war-room task.

Meeting Action Items Not Landing in ClickUp

9 action items were discussed in meetings but do NOT exist as ClickUp tasks. Top 3: Remove Joe's Google Ads access (security risk), Colleen's Advantage Air client call (relationship risk), Carl's WhatConverts text forwarding setup (data gap). These are falling through the cracks.

Recommendation: Create these as ClickUp tasks today. Assign owners and due dates before EOD.

Q2 Rocks Haven't Started

All 3 Q2 rocks still show "to do" status. Q2 starts April 1 — tomorrow. None have moved to "on track" and no subtasks have been created. Without momentum on day one, these risk slipping behind early.

Recommendation: Monday L10 should include explicit rock kickoff. Each rock owner names their first milestone.

Action Items

Critical

1

System 5 critical n8n workflows down Execution Monitor, WhatConverts Logger, Coldlytics Pipeline, Client Health, Utilization Report
2

ClickUp Monthly SEO & Content — 6d overdue Assigned to Salman Shahid
3

ClickUp Advantage Air Parent Pages — 4d overdue Assigned to Salman Shahid
4

ClickUp Caster Central Tag-to-Metafield Migration — 4d overdue Assigned to Josh Kimmes

Important

5

Atlas Double Time Garage Doors — score 52/100
6

Atlas Caster Central — score 51/100
7

Meeting Remove Joe's Google Ads access — Advantage Air Security risk — unauthorized account access
8

Meeting Colleen call Advantage Air client re: ad performance Relationship risk — client considering pausing
9

EOS All 3 Q2 rocks still "to do" — Q2 starts tomorrow

Maintenance

10

ClickUp 76 tasks due this week
11

ClickUp 4 tasks completed last 7 days

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
Salman tag Josh re: roadmap
Carl create social cards

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

Gaps: Remove Joe access, Colleen call AA client, rerun SEMrush audits

Colleen x Josh Debrief — Mar 27 38 min

Key Decisions:

Product metadata review process
Cloud Code setup
Real photos preferred over stock
Lead tracking gap identified

Gaps: Carl set up text forwarding on WhatConverts, Colleen arrange photo sessions

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

Gaps: Josh record Cloud Code Loom, add Salman to FireCrawl

DTG Huddle — Mar 25 19 min

Key Decisions:

PPC lead volume decreased
CPL approximately $152
Negative keywords added
Prioritize conversion rate over impression share

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

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

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)	Josh	Apr 6
Confirm Air Doctor X site build status with Joel	Josh	Apr 6
Create Google Sheet scorecard from scorecard-spec.md	Josh	Apr 6
Confirm exact MRR number for scorecard baseline	Josh	Apr 6
Create V/TO Doc from template	—	—
Set up Google Sheet Scorecard per spec	—	—

Top 5 Company Issues

Book (“The Growth Playbook for the Trades”) is stalled
Scaling past 12 clients requires a CSM hire — no active hiring plan
ClickUp workspace just rebuilt — team hasn’t fully adopted new structure
Team utilization is unmeasured — no live dashboard
Air Doctor X site build is behind — original Jan 20 target missed

+ 6 more issues in ClickUp

Team Capacity

Team Member	Active	Overdue	Due Soon	Status
Josh	1	1	0	Available
Colleen	0	0	0	Available
Sal	0	0	0	Available
Joel	33	0	33	Heavy
Carl	0	0	0	Available

Google Ads Health

Account	Score	Critical Issues
Advantage Air	61/100	9
Double Time Garage Doors	52/100	87
Caster Central	51/100	5
Air Doctorx	85/100	8
Hack's Plumbing	60/100	5

SEO Health

Client	Score
Advantage Air	69/100
Double Time Garage Doors	60/100
Air Doctorx	45/100
Hack's Plumbing	58/100

System Health

50 / 51

n8n Workflows

Active / Inactive

Critical Down

Workflows failing

Recent Failures

Last 7 days

Issues Detected

Status