Quarterly Review Agenda
Today's Flow
Meeting Topics
Vision & Core Values
Core Values
Purpose & Niche
Purpose: Deliver Real Estate Better!
Niche: Transform Land into Business!
1-Year Goals — 12/31/2026
| Revenue | $4,600,000 |
| Profit | $2,500,000 |
| Recurring Fees | $1,500,000 |
| Acquisitions | 15 |
| # of Employees | 11 |
| ARES Dev Fees | $1,600,000 |
Quarterly Goals — 06/30/2026
| Revenue | $750,000 |
| Profit | $200,000 |
| Measurables | Scorecard Measurables |
Goals for the Year
- 5 meetings with 5 new potential JV partners to build a net lease portfolio
- Secure a programmatic development relationship with 2 new tenants
- Secure a term sheet for ARES portfolio refinancing
- 25 deals under contract at 12/31
- Our data tools, Airtables, and AI followed by all
- Capture $300K from LFRC activities
- Dispose or permanent refinance the remaining Speedway properties
Scorecard / KPI Review
Fees by Tenant
By Fee Type — Total $6,073,748.49
By Tenant — Development, Assignment & Acquisition
Prior Quarter
▼Rocks — Final Status
| Owner | Rock | Status |
|---|
▼Quarterly Goals vs. Actuals
▼Rate the Quarter
Add a Grade
Grades So Far
13 finance automations that read messy documents, retire our spreadsheet macros, and post directly into Sage Intacct — each previews first, posts only on confirmation.
- Read documents so people don’tBank statements, scanned loans, leases, insurance bills → posts the accounting.
- Retire the old Excel / VBA macrosPayroll, Take 5 inventory, fleet deposits, merchant fees — validated line-for-line.
- Run the Take 5 back office end-to-endLogs into vendor portals itself, builds the entries, posts on a schedule.
3 named AI teammates that live in Microsoft Teams & email, understand a plain-English request, and decide what to do — including operating the tools.
- AAlfred · LegalLive
The legal desk in Teams & email — drafting, reviewing, filing, answering. Our flagship.
- MMarty · AccountingLive
Automates ~75% of the monthly close, booking journal entries to Sage from plain English.
- QQ · ConstructionRolling out
Email copilot for the dev team — reads the inbox, tracks who owes a reply, sends a daily briefing. Never sends or deletes.
- 1Ask in Teams or email — “draft an LOI,” “what does this lease say?”
- 2Alfred drafts, reviews, or answers — from our templates & documents
- 3You review — with flags and section-level citations
- 4Delivered — a person approves anything that leaves the building
- Drafts LOIs & PSAs from approved templates
- Contract Q&A with section & page citations
- Risk-review memos vs. our standard positions
- Searchable contract library, by counterparty or entity
- Lease loading into the property system, rent math done
- Entities & EINs captured as structured facts
~75% of the monthly close now runs automatically.
- 1 · TriggerA plain-English ask, or an automatic timed trigger.
- 2 · BuildMarty operates the tools — pulls data, builds the entries.
- 3 · PreviewNothing posts until a human says “go live.”
- 4 · PostPosts to Sage Intacct with a full, dedup-protected audit trail.
Human effort: read an email, reply “go live.”
Speed
Hours of downloading, macro-running and keying now run unattended in minutes, on a schedule.
Accuracy we can prove
Every automation validated against the process it replaced; every posting leaves an audit trail.
Control
Agents draft and preview; a human approves anything that spends money or leaves the company.
It compounds
One shared platform — the next tool or agent is fast to add. The pace of wins accelerates.
4.1× more automated work in June than April as tools came online and schedules switched on.
Right model for the job — ~98% cost-efficient Sonnet, Opus (1.7%) for the hardest tasks, Haiku (0.2%) fast/light.
47,159 requests across 5 apps; the bulk is Claude Code building the platform itself.
A supervised AI workforce — live today in accounting, with legal and construction right behind it — and an expected ~$75,000 a year in savings from what we’ve built to date. Next: more agents and fuller autonomy, under the same human-approval guardrails.
The Science of Scaling
Core Thesis
Most businesses don't stall for lack of effort — they stall because their current model, standards, and identity were never built to scale. Scaling isn't luck or hustle; it's a deliberate three-part discipline: Frame, Floor, Focus.
The central claim (from Hardy's "10x Is Easier Than 2x"): a 10x ambition is easier to execute than a 2x one — because it forces radical simplification rather than incremental effort.
The Frame · Floor · Focus Framework
Change Your Frame
Set a goal so big — and a timeline so short — that it feels impossible, forcing radical focus instead of incremental effort.
Raise Your Floor
Raise minimum standards for clients, team members, and opportunities — then simplify by cutting everything that falls below the new floor.
Accelerate Your Focus
Engineer one focused, scalable business model, and build a team — including "super who" partners — that can deliver it without the founder in the middle of everything.
Major Topics
- Impossible goals as a strategic filter — a target so large (10x, not 2x) it eliminates conflicting priorities and forces new strategy rather than more effort on the old one.
- Time compression — shortening the deadline (often 12–18 months) surfaces the true bottleneck and stops the goal from being safely deferred.
- Raising the floor — defining the minimum acceptable standard for clients, revenue, talent, and opportunities, and rejecting everything below it.
- Radical simplification — cutting products, services, and commitments (à la Jobs' 1997 Apple turnaround) to create the focus scale requires.
- Scalable model design — concentrating resources on one well-solved problem rather than spreading effort across many initiatives.
- People & culture — building or recruiting a team, including highly-leveraged "super who" partners, capable of carrying the vision beyond the founder.
Strengths & Limitations
Praised as a clarifying, inspiring reframe of what blocks growth — mediocre, competing goals and undisciplined standards — with memorable stories (Apple 1997; founders who cut 80% of their client base).
The common critique: stronger on mindset than mechanics. It prescribes the sequence but gives limited practical guidance on executing it — team pushback, personal fear, and the transition as standards rise.
Bottom Line
Best used as a strategic diagnostic: a short, high-leverage framework for identifying why growth has stalled (diffuse goals, low standards, an unfocused model) and a clear three-step reset — Frame, Floor, Focus — around one ambitious, well-defined outcome.
Less useful as a step-by-step execution manual; pair it with complementary leadership and change-management resources to carry out the shifts.
Issues List (IDS)
Full Issues List
Employee Review
| Person | Get It | Want It | Capacity | Tenacious | Creatively Smart | Always Deliver | Average | Notes |
|---|
Next Quarter's Rocks
1-Year Goals — for reference
- 5 JV partner meetings
- Programmatic dev relationship w/ 2 tenants
- ARES refinance term sheet
- 25 deals under contract at 12/31
- Data tools/Airtables/AI adoption
- Capture $300K from LFRC
- Dispose/refinance remaining Speedway
Meeting Summary
Prior Quarter Rocks
Scorecard / KPIs
Quarterly Goals vs. Actuals
Quarter Rating
Issues Raised (IDS)
Employee GWC Review
To-Dos
Long-Term Issues
Next Quarter's Rocks
My Private Notes
Settings
Meeting Host
The host facilitates the meeting: drives the Next Quarter's Rocks phases, can edit any Issue/To-Do, and can reset the meeting. Set this once everyone has logged in.
Quarter
You're currently in —. Run this at quarter end, before the planning meeting. It archives the quarter to History — rocks, grades, employee reviews and self-evaluations stay viewable (Organizational Chart → Quarter picker) — then starts —: this quarter's rocks become the rocks to grade at the meeting, open issues and to-dos carry forward, and self-eval links reset so you can send new ones. Publish the new rocks from the meeting's Next Quarter's Rocks step. It can't be undone: download a backup first, and you'll type the new quarter's name to confirm.
Employee Self-Evaluation Links
Generate a private link for each employee to self-evaluate. Send each person only their own link — never the meeting passphrase. Their responses appear beneath your ratings in the Employee Review; they never see how they were rated.