Petko's Personal OS

One panel per project — status, KPIs, milestones, tasks, FOUNDER-TASKS, spinoff scan, P&L scenarios, docs. Filter by status AND/OR jump to a specific project.

Hintly

Visual-first hint product for kids learning. K-8.

kidL&CAICOPPAK-8B2C

Shipping P1 · this week

Stage: pre-launch sprint
Market: US (kid learning, parent-purchased)
Model: Free + paid subscription (€/$ TBD)
Path: Hintly
Last update: 2026-05-09

Next action

Execute the launch checklist (FOUNDER-TASKS.md). Compliance gate before paid promo.

Biggest risk

COPPA + sub-processor disclosure consistency before first paid customer.

Open tasks (cross-portfolio: 1)

Blocker Compliance Hintly compliance gate — DPAs + EOOD + sub-processor disclosure T-005 due 5d doing

FOUNDER-TASKS.md (56 open)

Blocker Blocker (6)

LB1 Set `EOOD_REGISTERED_ADDRESS` in Vercel env — every transactional email currently shows a placeholder. CAN-SPAM Act §316.4(a)(5) requires valid postal address. PR #66 audit pass 2 / `_emailLayout.js`
LB9 EOOD formation finalized Memory `project_launch_plan_2026_05.md` B-list
LB10 Liability insurance Memory B-list
LB11 Counsel retention Memory B-list
LB12 Verify Vercel env vars all set — full list below in 🟠 section. `ANTHROPIC_API_KEY`, `SUPABASE_*`, `STRIPE_*`, `RESEND_API_KEY`, `EOOD_REGISTERED_ADDRESS`, etc. PR #66 + .env.example
LB13 Common Sense Privacy submission Memory B-list / `docs/compliance/common-sense-privacy-submis

High High (20)

EM1 Confirm `support@hintlyapp.com` routes to founder inbox always
EM2 Confirm `team@hintlyapp.com` routes (referenced in /careers) PR #65 audit S6
EM3 Confirm `privacy@hintlyapp.com` routes (referenced in privacy + KB) PR #65 audit S6
EM4 SPF / DKIM / DMARC for hintlyapp.com → Resend (deliverability) always
EM5 Test welcome email lands in Gmail / Outlook / iCloud inbox (not spam) implicit
SO1 Claim `@hintlyapp` on X (or remove footer icon) PR #65 audit S7
SO2 Claim `@hintlyapp` on Instagram (or remove icon) PR #65 audit S7
SO3 Claim `@hintlyapp` on LinkedIn company page (or remove icon) PR #65 audit S7
OP1 First eval-suite run against launch baseline → commit `eval/quality-suite/results/baseline-2026-05.md` PR #59 STRESS-TEST-PLAN + PR #63 LEARNING-LOOP
OP2 First k6 stress-test run against a Vercel preview → commit `docs/STRESS-TEST-RESULTS.md` PR #59
OP3 Lighthouse-CI baseline numbers committed (after Lighthouse runs in PR #47) PR #47
OP4 Healthchecks.io account → set `HEALTHCHECKS_PING_URL` env var Memory B-list / Agent playbook 5.10
OP5 Slack workspace incoming webhook → set `SLACK_ALERT_WEBHOOK_URL` env var Agent playbook Phase 1
OP6 PostHog read-only API key → set `POSTHOG_API_KEY` for daily founder digest agent Agent playbook 9.2
OP7 PostHog feature-flag config (`signup-trial-variant`, etc.) reviewed and shipped Memory B-list
OP8 Decide founder-digest email destination + send time (default 7am EST to founder) Agent playbook 9.2
OP9 GSC (Google Search Console) validate-fix on any pre-launch crawl errors Memory B-list
OP10 Verify Supabase `pgcron` jobs scheduled correctly (not skipping) implicit
OP11 Test the full signup → onboarding → first session → weekly summary flow end-to-end with a clean test account implicit
OP12 Send a test welcome email + weekly digest to yourself; confirm no placeholder text PR #66 / this PR

Medium Medium (6)

M1.1 Real testimonials collection → replace placeholder spots with quotes Memory `project_overhaul_plan.md`
M1.2 Wire 8 Phase-1 agents from agent playbook (incident response, daily digest, error budget, COPPA audit, dunning, MRR snapshot, cache health, weekly retro) Agent playbook
M1.3 Build `/api/admin-quality-trend` endpoint Learning-loop roadmap Phase 1
M1.4 Stripe webhook handler audit — confirm dunning fires on `invoice.payment_failed` implicit
M1.5 Run eval suite monthly going forward (cron) PR #63
M1.6 Watch first 30 days of Anthropic spend vs. cache hit rate (PR #56 instrumentation now real) PR #56

Low Low (16)

M2.1 Cache health dashboard (visual) PR #56 follow-up
M2.2 First prompt iteration based on real production data → MAIN_HINT_PROMPT_VERSION = 2 Learning-loop Phase 2
M2.3 Personalization layer (misconceptions injected into system prompt) Learning-loop Phase 2
M2.4 RAG layer (recent session summaries injected) Learning-loop Phase 2
M2.5 Active-learning review queue UI Learning-loop Phase 2
M2.6 Decide /faq vs /help consolidation strategy PR #65 audit S3
M2.7 Public roadmap page (`/roadmap`) Strengthen audit 10.1
M2.8 Public changelog page (`/changelog`) Strengthen audit 10.1
ST1 Trust center (`/trust` consolidating /privacy + /cookies + /child-safety + /sub-processors + security) Strengthen audit 9.3
ST2 A/B prompt testing in production via PostHog flags Learning-loop Phase 3
ST3 Per-grade-band prompt specialization Learning-loop Phase 3
ST4 DMCA agent registration + `/dmca` page PR #65 audit N3
ST5 Public sub-processor list page PR #65 audit N3
ST6 First hire (recruiting → onboarding → perf review) Agent playbook 8.x
ST7 Brand voice canon evolution after first 100 copy decisions Strengthen audit 10.3
ST8 Hintly Adults / Skill Coach spinoff `Hintly_Secondary_Products_Roadmap.md`

blocked Blocked (8)

LB2 Counsel sign-off on VPC method — checkbox-only consent may not satisfy COPPA "reasonably calculated" verification rule for a service that collects ong blocked PR #57 ANTHROPIC-COMPLIANCE-REVIEW + memory obs #13
LB3 Counsel sign-off on Google OAuth signup path — currently bypasses the COPPA consent checkboxes. Open question: are existing OAuth-signed-up parents validly cons blocked Memory obs #20 + PR #57
LB4 Privacy policy sub-processor table update — currently lists 6 of 9 actual sub-processors; missing Sentry, Upstash, Cloudflare. COPPA §312.4(d) violation if ship blocked PR #58 SUBPROCESSOR-DPA-MATRIX + PR #65 audit F6
LB5 Stripe dual-role disclosure — Stripe is both processor AND independent controller (fraud detection). Privacy policy doesn't capture this; counsel should co blocked PR #58 / PR #65 audit
LB6 Read the Supabase DPA PDF — binary PDF I couldn't extract; supabase holds 100% of user data including child profiles. blocked PR #58
LB7 Texas HB18 + state children's privacy laws review — partially enjoined but parts apply. Plus California CAADCA, NY Stop Addictive Feeds Act, etc. Founder + blocked Memory obs #4 / PR #57
LB8 DPA execution status check with each sub-processor — confirm executed DPA on file is the latest published version for: Anthropic, Supabase, Stripe, Vercel, Rese blocked PR #58
EV7 `EOOD_REGISTERED_ADDRESS` blocked **🔴 Launch-blocker** — CAN-SPAM postal address

Done (15)

EV1 `ANTHROPIC_API_KEY`
EV2 `SUPABASE_URL` + `SUPABASE_SERVICE_ROLE_KEY` + `VITE_SUPABASE_URL` + `VITE_SUPABASE_ANON_KEY`
EV3 `STRIPE_SECRET_KEY` + `STRIPE_WEBHOOK_SECRET` + extra-child price IDs
EV4 `RESEND_API_KEY`
EV5 `SITE_URL`
EV6 `CRON_SECRET`
EV8 `ADMIN_API_TOKEN`
EV9 `ALLOWED_DEMO_ORIGINS` (optional override)
EV10 `GEO_GATE_DISABLED`
EV11 `VITE_SENTRY_DSN` + `SENTRY_DSN`
EV12 `VITE_TURNSTILE_SITE_KEY` + `TURNSTILE_SECRET_KEY`
EV13 `UPSTASH_REDIS_REST_URL` + `UPSTASH_REDIS_REST_TOKEN`
EV14 `EVAL_BYPASS_KEY`
EV15 `ANALYTICS_API_KEY`
EV16 `DIGEST_RECIPIENT`

Milestones

2026-05-15 · Compliance gate (DPAs + EOOD + sub-processor disclosure) (in 5d)
2026-05-22 · Soft launch — named list of 30 (in 12d)
2026-06-01 · Public launch (in 22d)
2026-07-01 · First 100 paid signups (in 52d)
2026-08-01 · PMF signal review (in 83d)

KPIs

KPI	Target	Current	Source
Paid signups	100 by 2026-07-01	0	Stripe
Trial-to-paid	>10%	TBD	PostHog
D7 retention	>40%	TBD	PostHog
AI cost per active free user	<€0.50/mo	TBD	Anthropic billing

Spinoff scan

Inside

Hint-generation engine as standalone API — trigger: when 3rd-party request volume exists
Content catalog as licensable data set — trigger: when catalog reaches 1000+ vetted items
Pediatric Learning Insights ($5/mo upsell or $29 quarterly report) — uses session-pattern data — trigger: after Hintly hits $30K MRR · careful messaging (not amateur child psychology)
Reading Buddy ($5/mo add-on, Whisper STT + AI feedback) — bumps to Pro+ tier — trigger: after Hintly hits $30K MRR · ~4-week build

Outside

AI Worksheet Generator (worksheets.hintlyapp.com) — free → $5/mo · top-of-funnel · 60K+ monthly searches — trigger: Phase 1 in roadmap — after first 20 Hintly families onboarded
K-8 teachers + homeschool segment — trigger: when parent-side has 1k paying
Spanish edition (Hintly-ES) — leverages Petko Spanish — trigger: after PMF in English
Family Learning Letter (free email/funnel) — trigger: parked — fine as marketing via weekly summary; not standalone product

Spinoff

Hintly for Adults (Skill Coach) — $19/mo · same code, different prompt · could be $50K+ MRR Y2 — trigger: after Hintly hits $10K MRR direct-to-consumer · open ProjectB folder · Petko HIGH interest
Hintly for Schools (B2B white-label) — $5-15/student/year · enterprise sales — trigger: parked until $50K MRR direct-to-consumer · 3-6mo sales cycles + FERPA burden
Kid-safe AI certification service — trigger: after 12mo of safety-layer learnings

P&L scenarios (7)

Pricing: Pro $14.99/mo ($9.92 annual) · Family Complete $29.99/mo ($20.75 annual) · Free tier (5 sessions/wk)

Line	M1 launch (10 paid)	M3 traction (50)	M6 growth (200)	M12 Y1 (500)	Y2 (2,000)	Y3 (5,000)	Scale milestone (10k)
Revenue/mo	$170	$850	$3,400	$8,500	$34,000	$85,000	$170,000
− Variable	−$20	−$100	−$400	−$1,000	−$4,000	−$10,000	−$20,000
− Fixed (€156)	−$156	−$156	−$156	−$156	−$156	−$156	−$156
OI/mo	-$6	$594	$2,844	$7,344	$29,844	$74,844	$149,844
Annual	-$72/yr	$7,128/yr	$34,128/yr	$88,128/yr	$358,128/yr	$898,128/yr	$1,798,128/yr

5 canonical docs

Hintly/CLAUDE.md
Hintly/Hintly_Internal_Agent_Scope.md
Hintly/LAUNCH_AUDIT.md
Hintly/LAUNCH_DASHBOARD_CHECKS.md
Founder Operating/FOUNDER-AI-PLAYBOOK.md

Spreadsheet OS collection

9 generated spreadsheet products (Airbnb, Real Estate, Wedding, Renovation, Grocery, Debt, Budget, Tax, Invoice).

Building P2 · this month

Stage: artifacts exist as .xlsx + build_*.py scripts on Desktop
Market: solo operators / households / niche use cases
Model: One-time digital product. Etsy / Gumroad inventory.
Path: . (root Desktop — see build_*.py scripts)
Last update: pre-2026-05-09

Next action

Pick top 2-3 by demand evidence. Write a sales page. List on Etsy. Treat the rest as portfolio depth.

Biggest risk

9 SKUs with no listing is 0 listings. Pick a winner.

Open tasks (cross-portfolio: 1)

Medium Business List at least one Spreadsheet OS on Etsy T-004 due 36d

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

Tax Project

Personal tax tracking. README + archive.

Building P2 · this month

Stage: docs only
Market: self-use
Model: not applicable (operational)
Path: Tax Project
Last update: pre-2026-05-09

Next action

Reconcile with Tax & Invoice Tracker.xlsx + Quarterly_Tax_Estimator_2026.xlsx. Single source of truth.

Biggest risk

Three places tracking the same numbers (project + 2 spreadsheets).

Open tasks (cross-portfolio: 1)

High Financial Reconcile tax tracking — pick one source of truth T-002 due 21d

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

1 canonical doc

Tax Project/README.md

Freelancer OS / SoloistOS

Productized OS template for solo creators. Multiple versions (v4-v6).

Building P3 · this quarter

Stage: v6 latest, marketing assets exist, Etsy shop setup guide drafted
Market: Solo creators / freelancers
Model: One-time digital product (Etsy / Gumroad / own site)
Path: Freelancer OS
Last update: pre-2026-05-09

Next action

Decide packaging and channel. List on Etsy or Gumroad. Stop versioning, start selling.

Biggest risk

Versioning forever without launching. v4 → v5 → v6 with no v1 in market.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

2 canonical docs

Freelancer OS/Freelancer OS — Project Summary.md
Freelancer OS/etsy-shop-setup-guide.html

MDM Engine (Petko Digital Products Ideas)

Webapp + sample data + legal + marketing. Has the Founder Playbook in-folder.

Building P3 · this quarter

Stage: webapp + legal + marketing scaffolded
Market: TBD
Model: TBD
Path: Petko Digital Products Ideas
Last update: pre-2026-05-09

Next action

Read README to recover context. Likely needs a focus decision vs Pet+Owner OS.

Biggest risk

Overlap with Pet+Owner OS unclear.

FOUNDER-TASKS.md (43 open)

Blocker Blocker (7)

LB1 Complete EOOD incorporation Cannot accept payment without legal entity
LB2 Switch Stripe to live mode Needed for actual revenue
LB3 Fill `[BRACKETS]` in legal pages — entity name, address, governing law Privacy/Terms/DPA reference placeholder values today (verifi
LB4 ~~Verify RLS isolates tenants end-to-end~~ ~~A bug here = cross-tenant data leak~~
LB5 ~~Verify `/api/account/delete` purges blobs + Stripe customer~~ ~~GDPR Art. 17 risk~~
LB6 ~~Add `.github/workflows/ci.yml` (typecheck + vitest)~~ ~~Regressions in engine ship undetected today~~
LB7 Penetration test or independent security review Cheap insurance before money flows

High High (15)

PL1 Define ICP in 2-3 sentences and rewrite landing hero Today: "distributors / retailers / brand owners" t
PL2 Create `docs/BRAND-VOICE.md` Voice drifts across landing/emails/pricing pages today
PL3 Create `.env.example` documenting all 12 env vars Currently nothing documents required env (verified by grep)
PL4 Add Sentry (error tracking) `error.tsx:18` literally says "we'd ship this to S
PL5 Add status page (UptimeRobot or Better Stack free tier) Trust signal in sales pitch
PL6 Wire Healthchecks.io pings to both crons `/api/cron/purge-blobs` + `/api/cron/send-emails` are curren
PL7 Record 2-minute Loom of upload→clean→download Embed on landing above fold
PL8 Send first 5 cold outreach messages from `marketing/sales-pitch.md` Lowest-CAC distribution test
PL9 Send first 3 partnership outreach (SAP migration consultancies) Highest-leverage channel
PL10 Pricing tiers redesign (Free / Pro / Team / Enterprise with row caps) Today $149 flat undermonetizes large customers
PL11 Cookie consent banner EU regulatory hygiene
PL12 Resend account + verify sending domain Onboarding emails are coded but inert until this is set up —
PL13 Configure Clerk webhook with signing secret + set `CLERK_WEBHOOK_SECRET` Triggers the welcome email
PL14 Set `CRON_SECRET` env var for hourly cron auth Prevents external abuse of `/api/cron/send-emails`
PL15 Audit `npm audit` findings — 7 vulnerabilities (6 moderate, 1 high) Surfaced when CI first ran. Some may need force-fixes that b

Medium Medium (7)

M1.1 PostHog event instrumentation — funnel events (signup, first run, first download, upgrade) Pending
M1.2 Add Playwright smoke suite with render-error assertions (per playbook Part 7) Pending
M1.3 Add Lighthouse-CI to CI workflow Pending
M1.4 Knowledge base / FAQ page on landing Pending
M1.5 Onboarding email sequence verified working end-to-end (after PL12-14) Pending
M1.6 Customer-success motion: NPS survey at run 5; 30-day check-in template Pending
M1.7 First case study + reference customer permission Pending

Low Low (14)

M23.1 Team / multi-user accounts (Clerk Organizations) Build when first customer asks
M23.2 Public REST API + API keys Build when first automation customer asks
M23.3 Persistent connectors (S3, SFTP, vendor email inbox) Per-request
M23.4 Run comparison view (diff two runs of the same vendor) Pending
M23.5 Tier 2 custom output (full YAML profile upload) Build when 3+ customers ask
M23.6 DPP JSON-LD output writer (currently emits CSV; ESPR submission needs JSON-LD) Pending
M23.7 Audit log of admin actions Build when first regulated-industry customer surfaces
M23.8 SSO (Clerk Enterprise tier) Build when first enterprise prospect blocks on it
S1 Channel partnerships — pick 3 SAP migration consultancies, formal partner program Per E2E audit: highest-leverage distribution lever, not yet
S2 Pricing redesign with usage-based + per-user tiers Per E2E audit: today's flat $149 leaves 30-60% on the t
S3 DPP regulatory deep-dive — full ESPR field set, JSON-LD output, SCIP integration Wedge bet: regulatory tailwind 2026-2027
S4 SAP-deeper — more SAP profiles (CC1, MDG/IDOC/iDoc, S/4HANA Migration Cockpit XML) Wedge bet: 2027 S/4HANA migration deadline
S5 Schema-broader — let customers define their own schemas via UI Wedge bet: opens horizontal markets (medical devices, food,
S6 SOC 2 / ISO 27001 6-12 month process; only worth starting when 1+ enterprise p

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

2 canonical docs

Petko Digital Products Ideas/FOUNDER-AI-PLAYBOOK.md
Petko Digital Products Ideas/README.md

PetkoOS — Execution Engine ("Finish What Matters")

SaaS enforcing execution discipline (max 2 active, completion protocol, scoring, streaks). Deferred 2026-05-10 per D-005 — code preserved, awaiting trigger.

Building P3 · this quarter

Stage: Far more built than registry previously implied. 14 Supabase migrations (profiles, tasks, execution sessions, closure checklists, scores, WIP triggers, daily scores, streaks, inbox status, hourly rate, due date, recurring tasks, Stripe subscriptions, AI usage caps). Next.js app with auth + dashboard + execute + API routes. Components for analytics, dashboard, execution, onboarding, quick-capture, review, settings, tasks.
Market: Freelancers, tech professionals, solo operators, builders
Model: SaaS — Free / Pro €8-15/mo / Premium €20-40/mo / Team later
Path: PetkoOS
Last update: 2026-05-10

Next action

No active work until trigger fires. Re-evaluate at 2026-06-01 (Hintly launch) and 2026-08-01 (Hintly stability gate).

Biggest risk

Code dormancy past 6 months (~2026-12) — revival cost grows; possibly switch to permanent shelve at that point.

Revival trigger

Activate as P2 commit IF (a) ClinicFlow validation fails by 2026-05-31 (PetkoOS replaces failed ClinicFlow), OR (b) Hintly reaches 100 paid users + <8% monthly churn by 2026-08-01 (Hintly stable enough to share founder bandwidth).

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

4 canonical docs

PetkoOS/Execution & Decision OS.txt
PetkoOS/execution-os/README.md
PetkoOS/execution-os/CLAUDE.md
PetkoOS/execution-os/AGENTS.md

AI Agent (ClinicFlow)

AI receptionist that responds, qualifies, and books patients 24/7.

B2BAIclinicSpainBGvalidation

Validating P2 · this month

Stage: PRD complete, pre-MVP
Market: Clinics (dental, aesthetic, physio) — Bulgaria-first, EU expansion
Model: Setup fee + €29-99/mo SaaS
Path: AI Agent
Last update: pre-2026-05-09

Next action

Identify 20 BG clinics, run outreach, book 2-3 demos. Build chatbot + Make flow only after first demo.

Biggest risk

Building before validating willingness to pay. The PRD assumes the customer exists.

Open tasks (cross-portfolio: 1)

Medium Business ClinicFlow validation — outreach to 20 BG clinics T-006 due 21d

Milestones

2026-05-31 · 20 BG clinics outreach complete (in 21d)
2026-06-15 · 2-3 demos booked (in 36d)
2026-07-01 · First MVP delivered manually to 1 clinic (in 52d)
2026-09-01 · Spain validation cohort begins (Spanish-language) (in 114d)

KPIs

KPI	Target	Source
Discovery calls completed	20 by 2026-06-30	manual log
Qualified demos booked	5 by 2026-06-30	Calendly
First paying clinic	1 by 2026-08-01	Stripe

Spinoff scan

Inside

Appointment booking as separate AI receptionist SKU — trigger: after dental fit confirmed
Lead-qualification engine as standalone tool — trigger: if non-clinic verticals show demand

Outside

Aesthetic, physio, vet, GP — trigger: after dental MVP delivers ROI
Spain expansion (Spanish — Petko native) — trigger: after BG fit confirmed
Mexico / LatAm Spanish markets — trigger: after Spain proves Spanish demand

Spinoff

Clinic-data ontology as industry-standard data model (MDM connection) — trigger: after 50+ clinic implementations

P&L scenarios (4)

Pricing: €500-1500 setup + €29-99/mo SaaS (per AI Agent PRD)

Line	M3 first paying clinic	M6 5 clinics	M12 20 clinics	Spain expansion (M18+)
Revenue/mo	€99	€495	€2,000	€5,000
− Variable	−€15	−€75	−€300	−€800
− Fixed (€76)	−€76	−€76	−€76	−€76
OI/mo	€8	€344	€1,624	€4,124
Annual	€96/yr	€4,128/yr	€19,488/yr	€49,488/yr

1 canonical doc

AI Agent/AI AGENT.txt

ProjectE

Has validation folder + GENERAL MEMORY.

Validating P3 · this quarter

Stage: validation in progress
Market: unknown
Model: unknown
Path: ProjectE
Last update: pre-2026-05-09

Next action

Read validation/ to recover context. Rename to real product name.

Biggest risk

Same.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

AI Help Assistant (productized service)

5-day productized service installing AI help widget on B2B SaaS. $2,500 flat. Deferred 2026-05-10 per D-004 — product-only portfolio strategy.

Concept P4 · someday

Stage: brief + offer page + outreach playbook + tech spec all drafted; not selling. Material preserved for trigger-fire reactivation.
Market: B2B SaaS founders, $10K-500K MRR, US/UK/EU/CA/AU
Model: Productized service — $2,500/delivery, ~5 days each, target 4/quarter = €40K/quarter
Path: ProjectA
Last update: 2026-05-10

Next action

No active work until trigger fires. Material preserved.

Biggest risk

Activation without strategic re-think = founder time fragmentation. The defer is the lower-risk path.

Activation trigger

Reactivate IF (a) Ingram Micro income disrupted (layoff, role change), OR (b) Hintly fails to clear €1K MRR by 2026-09-01, OR (c) Petko explicitly decides services bridge is wanted (force re-decision). Reactivation should consider MERGING ProjectA + ClinicFlow into a single B2B AI-deflection product (per spinoff scan refresh), NOT activating as a separate third commit slot.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L scenarios (3)

Pricing: $2,500 flat per delivery (USD); ~€2,300 EUR

Line	Q1 baseline (1 delivery)	Q1 target (4 deliveries)	Q1 stretch (8 deliveries)
Revenue/mo	€766	€3,066	€6,133
− Variable	−€100	−€400	−€800
− Fixed (€0)	−€0	−€0	−€0
OI/mo	€666	€2,666	€5,333
Annual	€7,992/yr	€31,992/yr	€63,996/yr

4 canonical docs

ProjectA/brief.md
ProjectA/offer.md
ProjectA/outreach-playbook.md
ProjectA/tech-spec.md

Lookup Engine

Concept (only GENERAL MEMORY in directory).

Concept P4 · someday

Stage: empty
Market: unknown
Model: unknown
Path: Lookup Engine
Last update: pre-2026-05-09

Next action

Document the idea or shelve.

Biggest risk

Same as Avero — drift.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

Pet+Owner Operating System

Digital pet identity + lifecycle platform (consumer + vet B2B). PRD only, no live build. Reclassified concept 2026-05-10 per T-008 analysis.

Concept P4 · someday

Stage: PRD + Turbo monorepo scaffolding (no real build evident)
Market: Pet owners (primary), vets (B2B), groomers/boarders
Model: TBD — likely freemium for owners + B2B seat for vets
Path: Pet+OwnerOperatingSystem
Last update: 2026-05-10

Next action

Decision needed — fold into T-001 (which 2 of 7+ concepts to keep alive). Currently no active investment.

Biggest risk

Confused with MDM Engine (it isn't — see T-008 analysis). Real risk: occupies a concept-priority slot that hasn't moved in 6+ months.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

1 canonical doc

Pet+OwnerOperatingSystem/Pet OS.txt

Avero — "Dinner, decided."

Recipe recommendation engine MVP (50 recipes, mobile-first React). Day 0 triaged 2026-05-09.

Shelved P4 · someday

Stage: single .jsx (structured-MVP React pattern)
Market: consumer (recipe / dinner-decision)
Model: TBD — but space is crowded
Path: Avero
Last update: 2026-05-09

Next action

—

Biggest risk

—

Shelved reason

Consumer recipe space too crowded (Yummly, Tasty, Mealime, Whisk all free). No clear commercial path. Code retained as React structured-MVP reference.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

1 canonical doc

Avero/avero (1).jsx

DreamQuest — Bedtime Adventures

AI-generated personalized bedtime stories for kids. Shelved 2026-05-10 per D-006.

Shelved P4 · someday

Stage: prototype HTMLs + PRD + action items + app build artifacts
Market: Parents of 3-9 year olds
Model: TBD — likely freemium with paid story packs / subscription
Path: DreamQuest
Last update: 2026-05-10

Next action

—

Biggest risk

—

Shelved reason

Honest read — Petko isn't building this in next 6 months. Hintly + ClinicFlow (with deferred PetkoOS, deferred ProjectA) saturate commit slots. Killing outright loses real upside (DreamQuest as Hintly upsell to same parent customer).

Revival trigger

Activate IF Hintly hits BOTH (a) 1,000+ paid families AND (b) 30%+ of churned parents cite "kid lost interest in homework focus" or similar bonding/engagement gap that DreamQuest's emotional-bonding angle directly addresses. Reverse triggers: storyteller co-founder approach, organic parent pull for bedtime features, competitive forcing function.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

3 canonical docs

DreamQuest/DreamQuest PRD.txt
DreamQuest/DreamQuest action items.txt
DreamQuest/DreamQuest notes.txt

LinguaLeap

AI conversation practice for 7 languages (incl. Spanish + Greek — plays to Petko's Spanish asset). Day 0 triaged 2026-05-09.

Shelved P4 · someday

Stage: prototype JSX + page + API route
Market: language learners (broadly)
Model: TBD — space is brutally crowded (Duolingo, Babbel, ChatGPT)
Path: LinguaLeap
Last update: 2026-05-09

Next action

—

Biggest risk

—

Shelved reason

Language learning crowded with free + dominant players. Petko's Spanish + Bulgarian context could find a niche, but not without explicit positioning work.

Revival trigger

EITHER (a) a niche emerges leveraging Petko's Spanish + Bulgarian profile (e.g., "Spanish for BG professionals", "BG → Spain relocation"), OR (b) Hintly success creates adjacent kid-language angle.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

3 canonical docs

LinguaLeap/page.jsx
LinguaLeap/lingualeap.jsx
LinguaLeap/api-conversation-route.js

ProjectB

Empty placeholder folder, no documented intent. SHELVED 2026-05-09 triage.

Shelved P4 · someday

Stage: empty
Market: n/a
Model: n/a
Path: ProjectB
Last update: 2026-05-09

Next action

—

Biggest risk

—

Shelved reason

No documented intent, no recoverable context. See inbox/killed-ideas.md.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

ProjectC

Empty placeholder + Founder Playbook copy, no documented intent. SHELVED 2026-05-09 triage.

Shelved P4 · someday

Stage: empty
Market: n/a
Model: n/a
Path: ProjectC
Last update: 2026-05-09

Next action

—

Biggest risk

—

Shelved reason

No documented intent, no recoverable context. Playbook copy without project. See inbox/killed-ideas.md.

Milestones

No milestones set. Add to registry/projects.yaml.

KPIs

No KPIs set. Add to registry/projects.yaml.

Spinoff scan

No spinoff scan. Run agents/spinoff-strategist.md.

P&L

No financials defined. Add a financials: block to registry/projects.yaml for this project.

1 canonical doc

ProjectC/FOUNDER-AI-PLAYBOOK.md

Severity	Type	Task	Next step	Due
Blocker	Compliance	Hintly compliance gate — DPAs + EOOD + sub-processor disclosure doing T-005 · hintly	(a) Email accountant re: EOOD registered office address (use accountant's address as c/o to unblock launch + permanent registered office). (b) Schedule counsel intake call (LB11) — master gate for 7 LB items. (c) Knock out Common Sense Privacy submission (LB13, Petko-only, no dependencies).	2026-05-15 (in 5d)
High	Financial	Reconcile tax tracking — pick one source of truth T-002 · tax-project	30 minutes this week. Start by reading Tax Project/README.md.	2026-05-31 (in 21d)
High	Strategic	Decide which 2 of the 6+ concept projects to keep alive T-001 · portfolio	Quarterly C-suite re-run on portfolio — Q3 2026 cycle.	2026-06-30 (in 51d)
Medium	Business	ClinicFlow validation — outreach to 20 BG clinics T-006 · ai-agent-clinicflow	90-min block. Build clinic list, draft cold message, send.	2026-05-31 (in 21d)
Medium	Business	List at least one Spreadsheet OS on Etsy T-004 · spreadsheet-os-collection	Pick the highest-evidence-of-demand SKU. Real Estate Deal OS is plausible.	2026-06-15 (in 36d)
Low	Operational	Cowork plugins — package Personal OS workflows after 2 weeks of basic Cowork use T-014 · portfolio ⛔ blocked by T-013	At 2026-05-31 Friday review, list the workflows invoked >3 times in past 2 weeks. Package those as Cowork plugins per mobile/cowork-setup.md.	2026-05-31 (in 21d)
Low	Operational	Set up project memory directories for every shipping/building project T-009 · portfolio	Re-run python automation/check_drift.py at next Friday curation.	no due

Severity	Item	Source
Blocker	Set `EOOD_REGISTERED_ADDRESS` in Vercel env — every transactional email currently shows a placeholder. CAN-SPAM Act §316.4(a)(5) requires valid postal address. LB1 · hintly · Compliance & legal	PR #66 audit pass 2 / `_emailLayout.js`
blocked	Counsel sign-off on VPC method — checkbox-only consent may not satisfy COPPA "reasonably calculated" verification rule for a service that collects ongoing learning records. May need stronger blocked LB2 · hintly · Compliance & legal	PR #57 ANTHROPIC-COMPLIANCE-REVIEW + memory obs #13
blocked	Counsel sign-off on Google OAuth signup path — currently bypasses the COPPA consent checkboxes. Open question: are existing OAuth-signed-up parents validly consented? blocked LB3 · hintly · Compliance & legal	Memory obs #20 + PR #57
blocked	Privacy policy sub-processor table update — currently lists 6 of 9 actual sub-processors; missing Sentry, Upstash, Cloudflare. COPPA §312.4(d) violation if shipped as-is. blocked LB4 · hintly · Compliance & legal	PR #58 SUBPROCESSOR-DPA-MATRIX + PR #65 audit F6
blocked	Stripe dual-role disclosure — Stripe is both processor AND independent controller (fraud detection). Privacy policy doesn't capture this; counsel should confirm wording. blocked LB5 · hintly · Compliance & legal	PR #58 / PR #65 audit
blocked	Read the Supabase DPA PDF — binary PDF I couldn't extract; supabase holds 100% of user data including child profiles. blocked LB6 · hintly · Compliance & legal	PR #58
blocked	Texas HB18 + state children's privacy laws review — partially enjoined but parts apply. Plus California CAADCA, NY Stop Addictive Feeds Act, etc. Founder + counsel decide which states are open. blocked LB7 · hintly · Compliance & legal	Memory obs #4 / PR #57
blocked	DPA execution status check with each sub-processor — confirm executed DPA on file is the latest published version for: Anthropic, Supabase, Stripe, Vercel, Resend, Sentry, PostHog, Upstash, Cloudflare blocked LB8 · hintly · Compliance & legal	PR #58
Blocker	EOOD formation finalized LB9 · hintly · Operational launch-blockers	Memory `project_launch_plan_2026_05.md` B-list
Blocker	Liability insurance LB10 · hintly · Operational launch-blockers	Memory B-list
Blocker	Counsel retention LB11 · hintly · Operational launch-blockers	Memory B-list
Blocker	*Verify Vercel env vars all set — full list below in 🟠 section. `ANTHROPIC_API_KEY`, `SUPABASE_`, `STRIPE_`, `RESEND_API_KEY`, `EOOD_REGISTERED_ADDRESS`, etc.* LB12 · hintly · Operational launch-blockers	PR #66 + .env.example
Blocker	Common Sense Privacy submission LB13 · hintly · Operational launch-blockers	Memory B-list / `docs/compliance/common-sense-privacy-submission.md`
blocked	`EOOD_REGISTERED_ADDRESS` blocked EV7 · hintly · Vercel environment variables	🔴 Launch-blocker — CAN-SPAM postal address
High	Confirm `support@hintlyapp.com` routes to founder inbox EM1 · hintly · Email forwarders + DNS	always
High	Confirm `team@hintlyapp.com` routes (referenced in /careers) EM2 · hintly · Email forwarders + DNS	PR #65 audit S6
High	Confirm `privacy@hintlyapp.com` routes (referenced in privacy + KB) EM3 · hintly · Email forwarders + DNS	PR #65 audit S6
High	SPF / DKIM / DMARC for hintlyapp.com → Resend (deliverability) EM4 · hintly · Email forwarders + DNS	always
High	Test welcome email lands in Gmail / Outlook / iCloud inbox (not spam) EM5 · hintly · Email forwarders + DNS	implicit
High	Claim `@hintlyapp` on X (or remove footer icon) SO1 · hintly · Social handles	PR #65 audit S7
High	Claim `@hintlyapp` on Instagram (or remove icon) SO2 · hintly · Social handles	PR #65 audit S7
High	Claim `@hintlyapp` on LinkedIn company page (or remove icon) SO3 · hintly · Social handles	PR #65 audit S7
High	First eval-suite run against launch baseline → commit `eval/quality-suite/results/baseline-2026-05.md` OP1 · hintly · Beta / launch operations	PR #59 STRESS-TEST-PLAN + PR #63 LEARNING-LOOP
High	First k6 stress-test run against a Vercel preview → commit `docs/STRESS-TEST-RESULTS.md` OP2 · hintly · Beta / launch operations	PR #59
High	Lighthouse-CI baseline numbers committed (after Lighthouse runs in PR #47) OP3 · hintly · Beta / launch operations	PR #47
High	Healthchecks.io account → set `HEALTHCHECKS_PING_URL` env var OP4 · hintly · Beta / launch operations	Memory B-list / Agent playbook 5.10
High	Slack workspace incoming webhook → set `SLACK_ALERT_WEBHOOK_URL` env var OP5 · hintly · Beta / launch operations	Agent playbook Phase 1
High	PostHog read-only API key → set `POSTHOG_API_KEY` for daily founder digest agent OP6 · hintly · Beta / launch operations	Agent playbook 9.2
High	PostHog feature-flag config (`signup-trial-variant`, etc.) reviewed and shipped OP7 · hintly · Beta / launch operations	Memory B-list
High	Decide founder-digest email destination + send time (default 7am EST to founder) OP8 · hintly · Beta / launch operations	Agent playbook 9.2
High	GSC (Google Search Console) validate-fix on any pre-launch crawl errors OP9 · hintly · Beta / launch operations	Memory B-list
High	Verify Supabase `pgcron` jobs scheduled correctly (not skipping) OP10 · hintly · Beta / launch operations	implicit
High	Test the full signup → onboarding → first session → weekly summary flow end-to-end with a clean test account OP11 · hintly · Beta / launch operations	implicit
High	Send a test welcome email + weekly digest to yourself; confirm no placeholder text OP12 · hintly · Beta / launch operations	PR #66 / this PR
Medium	Real testimonials collection → replace placeholder spots with quotes M1.1 · hintly · 🟡 Post-launch month 1	Memory `project_overhaul_plan.md`
Medium	Wire 8 Phase-1 agents from agent playbook (incident response, daily digest, error budget, COPPA audit, dunning, MRR snapshot, cache health, weekly retro) M1.2 · hintly · 🟡 Post-launch month 1	Agent playbook
Medium	Build `/api/admin-quality-trend` endpoint M1.3 · hintly · 🟡 Post-launch month 1	Learning-loop roadmap Phase 1
Medium	Stripe webhook handler audit — confirm dunning fires on `invoice.payment_failed` M1.4 · hintly · 🟡 Post-launch month 1	implicit
Medium	Run eval suite monthly going forward (cron) M1.5 · hintly · 🟡 Post-launch month 1	PR #63
Medium	Watch first 30 days of Anthropic spend vs. cache hit rate (PR #56 instrumentation now real) M1.6 · hintly · 🟡 Post-launch month 1	PR #56
Low	Cache health dashboard (visual) M2.1 · hintly · 🟢 Post-launch month 2-3	PR #56 follow-up
Low	First prompt iteration based on real production data → MAIN_HINT_PROMPT_VERSION = 2 M2.2 · hintly · 🟢 Post-launch month 2-3	Learning-loop Phase 2
Low	Personalization layer (misconceptions injected into system prompt) M2.3 · hintly · 🟢 Post-launch month 2-3	Learning-loop Phase 2
Low	RAG layer (recent session summaries injected) M2.4 · hintly · 🟢 Post-launch month 2-3	Learning-loop Phase 2
Low	Active-learning review queue UI M2.5 · hintly · 🟢 Post-launch month 2-3	Learning-loop Phase 2
Low	Decide /faq vs /help consolidation strategy M2.6 · hintly · 🟢 Post-launch month 2-3	PR #65 audit S3
Low	Public roadmap page (`/roadmap`) M2.7 · hintly · 🟢 Post-launch month 2-3	Strengthen audit 10.1
Low	Public changelog page (`/changelog`) M2.8 · hintly · 🟢 Post-launch month 2-3	Strengthen audit 10.1
Low	Trust center (`/trust` consolidating /privacy + /cookies + /child-safety + /sub-processors + security) ST1 · hintly · ⚫ Strategic / discretionary	Strengthen audit 9.3
Low	A/B prompt testing in production via PostHog flags ST2 · hintly · ⚫ Strategic / discretionary	Learning-loop Phase 3
Low	Per-grade-band prompt specialization ST3 · hintly · ⚫ Strategic / discretionary	Learning-loop Phase 3
Low	DMCA agent registration + `/dmca` page ST4 · hintly · ⚫ Strategic / discretionary	PR #65 audit N3
Low	Public sub-processor list page ST5 · hintly · ⚫ Strategic / discretionary	PR #65 audit N3
Low	First hire (recruiting → onboarding → perf review) ST6 · hintly · ⚫ Strategic / discretionary	Agent playbook 8.x
Low	Brand voice canon evolution after first 100 copy decisions ST7 · hintly · ⚫ Strategic / discretionary	Strengthen audit 10.3
Low	Hintly Adults / Skill Coach spinoff ST8 · hintly · ⚫ Strategic / discretionary	`Hintly_Secondary_Products_Roadmap.md`
Blocker	Complete EOOD incorporation LB1 · mdm-engine · 🔴 Launch-blockers	Cannot accept payment without legal entity
Blocker	Switch Stripe to live mode LB2 · mdm-engine · 🔴 Launch-blockers	Needed for actual revenue
Blocker	Fill `[BRACKETS]` in legal pages — entity name, address, governing law LB3 · mdm-engine · 🔴 Launch-blockers	Privacy/Terms/DPA reference placeholder values today (verified `webapp/src/lib/l
Blocker	~~Verify RLS isolates tenants end-to-end~~ LB4 · mdm-engine · 🔴 Launch-blockers	~~A bug here = cross-tenant data leak~~
Blocker	~~Verify `/api/account/delete` purges blobs + Stripe customer~~ LB5 · mdm-engine · 🔴 Launch-blockers	~~GDPR Art. 17 risk~~
Blocker	~~Add `.github/workflows/ci.yml` (typecheck + vitest)~~ LB6 · mdm-engine · 🔴 Launch-blockers	~~Regressions in engine ship undetected today~~
Blocker	Penetration test or independent security review LB7 · mdm-engine · 🔴 Launch-blockers	Cheap insurance before money flows
High	Define ICP in 2-3 sentences and rewrite landing hero PL1 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Today: "distributors / retailers / brand owners" too broad for outboun
High	Create `docs/BRAND-VOICE.md` PL2 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Voice drifts across landing/emails/pricing pages today
High	Create `.env.example` documenting all 12 env vars PL3 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Currently nothing documents required env (verified by grep)
High	Add Sentry (error tracking) PL4 · mdm-engine · 🟠 Pre-launch (before public marketing push)	`error.tsx:18` literally says "we'd ship this to Sentry... for now con
High	Add status page (UptimeRobot or Better Stack free tier) PL5 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Trust signal in sales pitch
High	Wire Healthchecks.io pings to both crons PL6 · mdm-engine · 🟠 Pre-launch (before public marketing push)	`/api/cron/purge-blobs` + `/api/cron/send-emails` are currently silent
High	Record 2-minute Loom of upload→clean→download PL7 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Embed on landing above fold
High	Send first 5 cold outreach messages from `marketing/sales-pitch.md` PL8 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Lowest-CAC distribution test
High	Send first 3 partnership outreach (SAP migration consultancies) PL9 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Highest-leverage channel
High	Pricing tiers redesign (Free / Pro / Team / Enterprise with row caps) PL10 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Today $149 flat undermonetizes large customers
High	Cookie consent banner PL11 · mdm-engine · 🟠 Pre-launch (before public marketing push)	EU regulatory hygiene
High	Resend account + verify sending domain PL12 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Onboarding emails are coded but inert until this is set up — see `webapp/docs/on
High	Configure Clerk webhook with signing secret + set `CLERK_WEBHOOK_SECRET` PL13 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Triggers the welcome email
High	Set `CRON_SECRET` env var for hourly cron auth PL14 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Prevents external abuse of `/api/cron/send-emails`
High	Audit `npm audit` findings — 7 vulnerabilities (6 moderate, 1 high) PL15 · mdm-engine · 🟠 Pre-launch (before public marketing push)	Surfaced when CI first ran. Some may need force-fixes that break versions; needs
Medium	PostHog event instrumentation — funnel events (signup, first run, first download, upgrade) M1.1 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Medium	Add Playwright smoke suite with render-error assertions (per playbook Part 7) M1.2 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Medium	Add Lighthouse-CI to CI workflow M1.3 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Medium	Knowledge base / FAQ page on landing M1.4 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Medium	Onboarding email sequence verified working end-to-end (after PL12-14) M1.5 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Medium	Customer-success motion: NPS survey at run 5; 30-day check-in template M1.6 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Medium	First case study + reference customer permission M1.7 · mdm-engine · 🟡 Month 1 (after customer #1 lands)	Pending
Low	Team / multi-user accounts (Clerk Organizations) M23.1 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Build when first customer asks
Low	Public REST API + API keys M23.2 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Build when first automation customer asks
Low	Persistent connectors (S3, SFTP, vendor email inbox) M23.3 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Per-request
Low	Run comparison view (diff two runs of the same vendor) M23.4 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Pending
Low	Tier 2 custom output (full YAML profile upload) M23.5 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Build when 3+ customers ask
Low	DPP JSON-LD output writer (currently emits CSV; ESPR submission needs JSON-LD) M23.6 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Pending
Low	Audit log of admin actions M23.7 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Build when first regulated-industry customer surfaces
Low	SSO (Clerk Enterprise tier) M23.8 · mdm-engine · 🟢 Month 2-3 (post initial product-market signal)	Build when first enterprise prospect blocks on it
Low	Channel partnerships — pick 3 SAP migration consultancies, formal partner program S1 · mdm-engine · ⚫ Strategic / wedge bets	Per E2E audit: highest-leverage distribution lever, not yet attempted
Low	Pricing redesign with usage-based + per-user tiers S2 · mdm-engine · ⚫ Strategic / wedge bets	Per E2E audit: today's flat $149 leaves 30-60% on the table
Low	DPP regulatory deep-dive — full ESPR field set, JSON-LD output, SCIP integration S3 · mdm-engine · ⚫ Strategic / wedge bets	Wedge bet: regulatory tailwind 2026-2027
Low	SAP-deeper — more SAP profiles (CC1, MDG/IDOC/iDoc, S/4HANA Migration Cockpit XML) S4 · mdm-engine · ⚫ Strategic / wedge bets	Wedge bet: 2027 S/4HANA migration deadline
Low	Schema-broader — let customers define their own schemas via UI S5 · mdm-engine · ⚫ Strategic / wedge bets	Wedge bet: opens horizontal markets (medical devices, food, chemicals)
Low	SOC 2 / ISO 27001 S6 · mdm-engine · ⚫ Strategic / wedge bets	6-12 month process; only worth starting when 1+ enterprise prospect blocks

Source	Amount	Notes
Ingram Micro salary (gross)	€0	fill in actual; this is the load-bearing line
Project revenue (Hintly + others)	€0	currently pre-revenue across portfolio
Spreadsheet OS sales (Etsy / Gumroad)	€0	no listings yet (T-004)
ProjectA service deliveries	€0	pending T-011 strategic decision
Other (consulting / one-offs)	€0	rare; default zero
Total monthly income	€0

Type	Item	Amount	Notes
ai	Anthropic personal/founder	−€0	fill in actual
ai	Claude Pro	−€20
dev	GitHub Pro	−€4
marketing	Adobe Express	−€10	fill in actual or remove if not subscribed
marketing	LinkedIn Premium	−€0	optional
personal	Mobile + internet	−€0	fill in
personal	Insurance (health, liability)	−€0	fill in
personal	Banking + cards (annual fees / 12)	−€0	fill in if applicable
saas	Notion Plus	−€0	using free tier
saas	Obsidian Sync	−€0	using free tier
storage	OneDrive (Microsoft 365 Family)	−€8
Total monthly recurring	−€42

Type	Name	Monthly
ai	Anthropic API base + buffer (idle)	$50
infra	Vercel Pro	$20
infra	Supabase Pro	$25
infra	Upstash Redis	$10
infra	Cloudflare (free tier)	$0
other	Domain + misc	$5
saas	Resend (email)	$20
saas	Sentry	$26
saas	PostHog (free tier today)	$0
Total fixed monthly	$156

Line	M1 launch (10 paid)	M3 traction (50)	M6 growth (200)	M12 Y1 (500)	Y2 (2,000)	Y3 (5,000)	Scale milestone (10k)
Monthly revenue	$170	$850	$3,400	$8,500	$34,000	$85,000	$170,000
− Variable costs	−$20	−$100	−$400	−$1,000	−$4,000	−$10,000	−$20,000
− Fixed costs	−$156	−$156	−$156	−$156	−$156	−$156	−$156
= Operating Income	-$6	$594	$2,844	$7,344	$29,844	$74,844	$149,844
Margin %	-4%	+70%	+84%	+86%	+88%	+88%	+88%
Annualized OI	-$72/yr	$7,128/yr	$34,128/yr	$88,128/yr	$358,128/yr	$898,128/yr	$1,798,128/yr

Type	Name	Monthly
ai	Anthropic API base + buffer	€30
infra	Vercel Pro (shared)	€0
other	Domain + misc	€5
saas	Make.com Core	€9
saas	Twilio (SMS) base + buffer	€20
saas	Calendly Pro	€12
Total fixed monthly	€76

Line	M3 first paying clinic	M6 5 clinics	M12 20 clinics	Spain expansion (M18+)
Monthly revenue	€99	€495	€2,000	€5,000
− Variable costs	−€15	−€75	−€300	−€800
− Fixed costs	−€76	−€76	−€76	−€76
= Operating Income	€8	€344	€1,624	€4,124
Margin %	+8%	+69%	+81%	+82%
Annualized OI	€96/yr	€4,128/yr	€19,488/yr	€49,488/yr

Type	Name	Monthly
other	Tooling shared with other projects	€0
Total fixed monthly	€0

Line	Q1 baseline (1 delivery)	Q1 target (4 deliveries)	Q1 stretch (8 deliveries)
Monthly revenue	€766	€3,066	€6,133
− Variable costs	−€100	−€400	−€800
− Fixed costs	−€0	−€0	−€0
= Operating Income	€666	€2,666	€5,333
Margin %	+87%	+87%	+87%
Annualized OI	€7,992/yr	€31,992/yr	€63,996/yr

D-003 Mobile access via claude.ai Project bundle (Path B); Cowork (Path C) deferred

2026-05-10 CTO, COO

Context

Need mobile access to Personal OS for run-workflows + ideate-on-the-go use cases. Three paths considered (see audit + chat 2026-05-10): A=OneDrive browser (read-only, already works); B=claude.ai Project bundle (chat-mediated read + workflow-run); C=Cowork plugins (packaged commands across surfaces, higher setup cost).

Decision

Adopt Path B as primary mobile access. Build automation/bundle_for_mobile.py to auto-package Tier 1 files into mobile/claude-ai-bundle/ for easy upload. Tight Custom Instructions written (not the full 150-line collaboration contract — a focused preamble that points at knowledge files). REVISED 2026-05-10 (this session): Path C activation triggered now (user explicit: "I am already considering going with option C if I want any engineering work being done remotely"). Setup approach: - Path A (OneDrive + mobile browser) stays as passive-viewing reflex; mobile-CSS pass added so the dashboard is actually usable on phone. - Path B (claude.ai Project bundle) stays as chat reflex; bundler keeps refreshing it. - Path C (Cowork) now active, with TWO async tiers wired in (per Routines/Dispatch research same session): * Dispatch — iPhone-to-desktop async (laptop must be on); ad-hoc tasks * Routines — cloud-hosted scheduled agents (laptop closed OK); cadence work + GitHub event triggers - Filesystem connector: multi-root config (Personal OS + Hintly + AI Agent + Pet+Owner OS + ProjectA + MDM Engine + Founder Operating). NOT broad Desktop root (privacy / blast-radius), NOT single-root Personal OS (would block Hintly worktree FOUNDER-TASKS.md aggregation, ClinicFlow MVP work). - GitHub connector also wired so Routines can trigger on Hintly PR events. - Plugins: Productivity first; GitHub/Engineering second; rest deferred. - Personal OS workflows packaged as Cowork plugins LATER — after a few days of basic Cowork use surfaces real friction points.

Reasoning

At solo + 10-20 hrs/week scale, Path A covers passive viewing, Path B covers active chat workflow, Path C now adds the async-execution tier. Routines specifically is the killer for "engineering work done remotely while laptop is closed" — different tier from Dispatch. Together they unlock cadence-based founder-time amplification (Friday memory curation, daily portfolio brief, nightly Sentry digest, PR-triggered audits) that wasn't realistic at solo-founder hours before.

Follow-ups

T-013 (set up Cowork — connectors via /setup-cowork)
{'T-014 (after 2 weeks': 'review which Personal OS workflows to package as Cowork plugins)'}

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