Quarterly Review Agenda
Today's Flow
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
| Metric | Goal | Actual | Variance |
|---|
▼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
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
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