Petko's Personal OS

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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: 2026-05-11

Next action

Execute the launch checklist (FOUNDER-TASKS.md). LB14 (Gemini removal) + LB15 (prompt caching) shipped 2026-05-10 via PR #79 + #81. Remaining LBs: EOOD (waiting on accountant) + counsel retention (LB11). Design strategy lift target before launch: Onboarding refactor + Session.jsx visual hierarchy (per design doc).

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 1d doing

FOUNDER-TASKS.md (64 open)

Blocker Blocker (9)

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`
LB16 EU AI Act Article 50 — kid-facing AI disclosure (Aug 2, 2026 enforcement deadline). Every kid-facing AI-generated artifact (hint card, confidence signal, adapti `docs/EU-AI-ACT-REVIEW-2026-05.md` §1.4 + §LB-EU-AI-1 + PR #
LB19 GDPR Article 35 DPIA for Hintly's AI + minors processing. Draft v1 shipped 2026-05-13 at `docs/compliance/DPIA-2026-05.md` (7-section template, residual ri `docs/legal/GDPR-DPIA.md` + `docs/EU-AI-ACT-REVIEW-2026-05.m
LB9 EOOD formation finalized Memory `project_launch_plan_2026_05.md` B-list
LB10 Liability insurance Memory B-list
LB11 Counsel retention — 2026-05-13: founder did own research on MVP compliance posture (`docs/compliance/2026-05-13-mvp-compliance-guidance.md`); helpful prep but d 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
LB15 Implement Anthropic prompt caching to mitigate cost spike from LB14 (Gemini removal). Without caching, AI cost is projected 3-5x higher than pre-LB14 (Anthropic LB14 follow-on; new 2026-05-10

High High (23)

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
EU1 Parent-visible audit log of adaptive decisions — UI surface in parent dashboard showing every adaptive-difficulty change, streak event, hint generated, with tim `docs/EU-AI-ACT-REVIEW-2026-05.md` §PL-EU-AI-1
EU2 "Disable adaptive features" parent toggle — parent can opt out of adaptive difficulty + streak mechanics. Defaults ON; opt-out exists for parents conc `docs/EU-AI-ACT-REVIEW-2026-05.md` §PL-EU-AI-2
EU3 Session-length daily cap, parent-configurable — default 45 min/day; parent adjusts 15-90 min. Removes "addictive UX" framing under Art. 5(1)(b). `docs/EU-AI-ACT-REVIEW-2026-05.md` §PL-EU-AI-3

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 (10)

LB2 Counsel sign-off on VPC method — checkbox-only consent may not satisfy COPPA "reasonably calculated" rule. 2026-05-13: founder-research interpretation blocked PR #57 + `docs/compliance/2026-05-13-mvp-compliance-guidance
LB3 Counsel sign-off on Google OAuth signup path — bypasses VPC checkboxes. Engineering shipped 2026-05-13: new `src/pages/OnboardingReConsent.jsx` + route in App.j blocked Memory obs #20 + PR #57 + 2026-05-13 guidance §7.3
LB4 Privacy policy sub-processor table update — was 6 of 9 sub-processors; missing Sentry, Upstash, Cloudflare. COPPA §312.4(d) violation if shipped as-is. Engineer blocked PR #58 + 2026-05-13 guidance §7.5
LB5 Stripe dual-role disclosure — Stripe is both processor AND independent controller (fraud detection). Engineering shipped 2026-05-13: Privacy.jsx now has explici blocked PR #58 / PR #65 + 2026-05-13 guidance §7.1
LB6 Read the Supabase DPA PDF — binary PDF I couldn't extract; supabase holds 100% of user data. 2026-05-13 founder research: 5-point DPA checklist (Article 28 blocked PR #58
LB7 Texas HB18 + state children's privacy laws review — partially enjoined but parts apply. 2026-05-13 founder research: California privacy notice section need blocked Memory obs #4 / PR #57
LB8 DPA execution status check with each sub-processor — confirm executed DPA on file is latest published version for: Anthropic, Supabase, Stripe, Vercel, Resend, blocked PR #58
LB17 EU AI Act Article 5(1)(b) — defensive review of reward mechanics. Independent walkthrough of streaks + adaptive difficulty + session-length-extending animations blocked `docs/EU-AI-ACT-REVIEW-2026-05.md` §1.2 + §LB-EU-AI-2
LB18 EU AI Act Annex III §3(b)+(c) classification opinion — single most decision-relevant question. Counsel formally opines whether Hintly is high-risk under Annex I blocked `docs/EU-AI-ACT-REVIEW-2026-05.md` §1.3 + §LB-EU-AI-3
EV7 `EOOD_REGISTERED_ADDRESS` blocked **🔴 Launch-blocker** — CAN-SPAM postal address

Done (18)

LB14 REMOVE GEMINI FROM CODE — ToS violation + COPPA exposure. ✅ Already done in active branch (`landing-pricing-teaser` work
LB15 Anthropic prompt caching. ✅ Already done in active branch — system prompts wrapped with `cache_control: { type: "ep
LB20 Stripe-card VPC implemented — $0.50 authorization + immediate void as verifiable parental consent. FTC-recognized method
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 1d)
2026-05-22 · Soft launch — named list of 30 (in 8d)
2026-06-01 · Public launch (in 18d)
2026-07-01 · First 100 paid signups (in 48d)
2026-08-01 · PMF signal review (in 79d)

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

6 canonical docs

Hintly/CLAUDE.md
Hintly/Hintly_Internal_Agent_Scope.md
Hintly/LAUNCH_AUDIT.md
Hintly/LAUNCH_DASHBOARD_CHECKS.md
Hintly/docs/DESIGN-STRATEGY-2026-05.md
Founder Operating/FOUNDER-AI-PLAYBOOK.md

Spreadsheet OS collection

9 lifestyle/productivity SKUs (Airbnb, Real Estate, Wedding, etc.) all live on Etsy as of 2026-05-12 + 9-SKU bundle. PLUS 1 regulatory SKU (EU AI Act Deployer Readiness Pack) drafted, pending counsel review.

Shipping P2 · this month

Stage: (A) Lifestyle: all 9 SKUs + bundle live on Etsy 2026-05-12. Asset pipeline complete (9 xlsx renamed to slugs, 13 cover thumbnails, 3 PDFs, bundle zip). Closes T-004. Now in marketing/optimization phase. (B) Regulatory: EU AI Act Deployer Pack drafted at skus/eu-ai-act-deployer-readiness-pack/ — pending T-015 counsel review, Path A/B brand decision, Gumroad listing. Aug 2, 2026 enforcement deadline = forcing function.
Market: (A) solo operators / households / niche use cases for 9 lifestyle SKUs (€5-15 ARPU). (B) DPO / CIO / Head of Compliance at EU mid-market (50-500 FTE) for regulatory SKUs (€499-€2,999 ARPU).
Model: One-time digital product (Etsy) for lifestyle SKUs. One-time + optional update subscription for regulatory SKUs (mid-market tier €1,499 + €99/mo updates).
Path: Spreadsheet OS Collection
Last update: 2026-05-12

Next action

(A) Lifestyle: MKT1 — Pinterest pin set per SKU for SEO traffic multiplier; PRD1 — at customer #30 retire bottom 2 SKUs and double-down on top 3. (B) Regulatory: bundle EU AI Act counsel review with T-015, fill brand placeholders (EU-AI-1, EU-AI-2), list on Gumroad by 2026-06-01 (EU-AI-3).

Biggest risk

Lifestyle SKUs: review velocity + Pinterest traffic acquisition will determine whether $9-15 ARPU can compound to meaningful monthly revenue without paid ads. Regulatory SKU: Aug 2, 2026 EU AI Act enforcement is the forcing function — missing the pre-deadline buyer window (Jun-Jul 2026) costs the highest-urgency demand wave.

Open tasks (cross-portfolio: 1)

Medium Business List at least one Spreadsheet OS on Etsy T-004 due 32d

FOUNDER-TASKS.md (4 open)

Low Low (4)

MKT1 Pinterest pin set per SKU (Etsy SEO traffic multiplier) Standard
PRD1 After 30 days of sales data, retire bottom 2 SKUs and double-down on top 3 Data-driven product pruning
ST1 Decide channel mix — Etsy only or Etsy + Gumroad + Notion Marketplace? (mirrors Freelancer OS ST1 — make the call once for both product lines) Cross-portfolio
ST2 Decide if Spreadsheet OS Collection should be a separate Etsy shop OR live in the same shop as Freelancer OS. Same shop = SEO concentration + cross-sell; separa Etsy strategy

Done (5)

LIST1 ~~Locate the 9 SKU files.~~
LIST2 ~~Pick highest-evidence-of-demand SKU first.~~
LIST3 List the first SKU (Real Estate Deal OS) on Etsy.
LIST4 List remaining 8 SKUs.
LIST5 Bundle listing — "All 9 Spreadsheet OS pack" via `build-bundle-zip.ps1`

Milestones

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

KPIs

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

Spinoff scan

Inside

CSRD sustainability reporting pack as SKU #11 — trigger: after EU AI Act SKU ships first 5 customers
NIS2 cybersecurity readiness pack as SKU #12 — trigger: after CSRD ships
DORA operational resilience pack (financial-services mid-market) — trigger: Q4 2026 if NIS2 validates
EU Cyber Resilience Act (CRA) pack — trigger: CRA enforcement clarifies late 2026 / early 2027
GDPR Article 30 ROPA template — trigger: steady demand, ship Q1 2027 when bandwidth allows
EU DPP Battery Quick-Start Pack — trigger: cross-promotes MDM Product Engine — ship after MDM-PE first 5 customers

Outside

US AI accountability regulation packs (CA SB-1047, CO AI Act, NY AI bias audit) — trigger: state-level enforcement clarifies
UK AI Bill compliance pack — trigger: UK Bill passes Royal Assent
Spanish-language localizations (autónomo + Mexican compliance) — trigger: after first sale data validates EU mid-market segment

Spinoff

"Regulator-mapped template factory" as productized methodology — trigger: after 4+ regulatory SKUs published with consistent NRR

P&L

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

3 canonical docs

Spreadsheet OS Collection/docs/FOUNDER-TASKS.md
Spreadsheet OS Collection/SUNDAY-LISTING-PACK-SPREADSHEETS.md
Spreadsheet OS Collection/skus/eu-ai-act-deployer-readiness-pack/README.md

Freelancer OS / SoloistOS

Productized OS template for solo creators. 3 tiers (v4 Daily $27 / v5 Pro $57 / v6 All-in-One $117) + 2 bundles live on Etsy as of 2026-05-12.

Shipping P3 · this quarter

Stage: All 3 tiers + 2 bundles ($69 v4+v5, $147 all-three) live on Etsy 2026-05-12. All Notion templates upgraded with dashboard density to match listing slides (Business Health Dashboard, Goals progress bars, MRR hero, KPI tiles across every page). Cross-link footers wired between v4/v5/v6 delivery PDFs. Next milestone: T-016 — Freelancer Complete Stack bundle ($169) launch 2026-05-26 (waiting for review accumulation on existing 11 listings).
Market: Solo creators / freelancers
Model: One-time digital product (Etsy)
Path: Freelancer OS
Last update: 2026-05-12

Next action

Three-stage queue: (1) T-016 — Complete Stack bundle ($169) launch 2026-05-26 (locked). (2) Sprint 3 — US Tax + Contract Command Centers (4 listings: T1+C1, SKU-A and SKU-C) on 2026-06-09. Templates already built in Notion, listing copy drafted. ~6 hrs founder ops. (3) Sprints 4-7 — UK/DE/NL Command Centers + UK IR35 Classification Kit + BOI Compliance line. Sequencing in Freelancer OS/NOTION-PRODUCT-ROADMAP.md. Until 2026-05-26: MKT1 — drive 5+ more v4 sales via SEO listing optimization.

Biggest risk

Etsy SEO competition + review velocity on the 11 fresh listings. If reviews don't accumulate by 2026-05-22, the Complete Stack bundle launches without social-proof inheritance and converts cold.

Open tasks (cross-portfolio: 1)

Medium Business Ship Freelancer Complete Stack bundle ($169) on Etsy T-016 due 12d

FOUNDER-TASKS.md (12 open)

High High (7)

PRD1 v6 → v7 — collect feedback from first 5 v6 buyers, prioritize top 3 requests, ship v7 in Q3 Standard product cycle
PRD2 Bundle: Freelancer Complete Stack ($169) — 3 Notion OS + 3 finance Excels. Cross-portfolio synergy
PRD3 Sprint 3: US Tax + Contract Command Centers — T1 + C1 (both SKU-A and SKU-C) → 4 listings at $19/$22/$29/$32. Templates already built, listing copy drafted in E Notion product roadmap §Sprint 3
PRD4 Sprint 4: UK Tax + Contract Command Centers (T2 + C2) Notion product roadmap §Sprint 4
PRD5 Sprint 5: DE + NL Tax + Contract Command Centers Notion product roadmap §Sprint 5
PRD6 Sprint 6: UK IR35 Status Determination Kit Notion product roadmap §Sprint 6
PRD7 Future: Compliance line (BOI US first), HQ standalone modules bundle, ebook line Notion product roadmap §Sprint 7+

Medium Medium (3)

MKT1 v4 has 1 sale on Etsy. Drive 5+ more sales via SEO listing optimization (read `v4/files/freelancer-os-etsy-listing-upgrade.html` 8-section guide) v4 sales gap
MKT2 Pinterest pin set for each tier (Etsy SEO multiplier — Etsy sellers report 30-60% of traffic from Pinterest) Standard Etsy growth play
MKT3 Email capture funnel: free "Notion Daily Reset" template → email → upsell to v4. Use Resend (you already have API key for Hintly) New initiative

Low Low (2)

ST1 Decide commercial channel — Etsy only, or Etsy + Gumroad + own site? Etsy is simplest; Gumroad has no listing fees. T-004 / projects.yaml notes
ST2 Pricing review at customer #10 (per v4) — adjust if conversion is too high (underpriced) or too low (overpriced) Standard pricing discipline

Done (4)

ETS1 List Freelancer OS Pro v5 ($57) on Etsy.
ETS2 List Freelancer OS All-in-One v6 ($117) on Etsy.
ETS3 Cross-link v4 ↔ v5 ↔ v6 listings ("Upgrade to Pro" footer link in v4 delivery PDF)
ETS4 Update v4 Etsy listing thumbnail + slides if v5/v6 exist (avoid orphan look).

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.

5 canonical docs

Freelancer OS/Freelancer OS — Project Summary.md
Freelancer OS/docs/FOUNDER-TASKS.md
Freelancer OS/NOTION-PRODUCT-ROADMAP.md
Freelancer OS/CROSS-PORTFOLIO-BUNDLE-PLAN.md
Freelancer OS/SUNDAY-LISTING-PACK.md

MDM Product Engine

B2B SaaS — vendor product catalog normalization for SAP S/4HANA, SAP MDG, Salesforce, Dynamics 365, Shopify, EU DPP. Live at mdm-engine.vercel.app.

Building P2 · this month

Stage: Webapp + engine workspace live; CI green (PR #1, #2, #3 merged 2026-05-10/11). LBs 4-6 closed. PL pack 2-5+11+15 closed. M1.1 PostHog event instrumentation done. PL10 code-side closed 2026-05-12: 4-tier pricing model in code (Free/Pro $79/Team $199/Enterprise), LLM budget-guard middleware, per-customer Anthropic spend tracker, $50 alarm + $200 hard-cutoff cron, Stripe webhook writes tier. Migration 011 not yet applied to prod Supabase. Active worktree: trusting-knuth-c02cad.
Market: B2B SaaS / mid-market enterprise (10-500 SKUs/wk vendor catalog ingestion)
Model: SaaS — 4 tiers per docs/PRICING-V2-2026-05.md (Free / Pro $79 / Team $199 / Enterprise). Legacy $149 customers grandfathered 12 months.
Path: Petko Digital Products Ideas
Last update: 2026-05-12

Next action

2026-05-12 evening: PR #4 (pricing-v2 + cost guardrails), PR #5 (conversion + retention UX), PR #6 (M23.4 run-vs-run comparison), PR #7 (M23.1 team accounts + shared templates) all merged on main. Founder ops gate left: PL17 (5 Stripe price IDs + STRIPE_PRICE_* env vars in Vercel). Migrations 011/012/013 pending application to prod Supabase.

Biggest risk

EOOD (LB1) + pentest (LB7) gating launch. Cost-trap risk on use_llm/dedupe toggles MITIGATED 2026-05-12 by tier-aware budget guard + spend cutoff (PRICING-V2-2026-05).

FOUNDER-TASKS.md (25 open)

Blocker Blocker (4)

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
LB7 Penetration test or independent security review Cheap insurance before money flows

High High (8)

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 + cost guardrails)~~ ~~Today $149 flat undermonetizes large customers AND has no
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` **and `/a
PL17 Create the 5 new Stripe price IDs (Pro $79/yr$790, Team $199/yr$1990, Founding-50 $59) + set 5 `STRIPE_PRICE_*` env vars in Vercel Without these, /api/checkout returns Stripe error on new-tie

Medium Medium (3)

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 (10)

M23.2 Public REST API + API keys Build when first automation customer asks
M23.3 Persistent connectors (S3, SFTP, vendor email inbox) Per-request
M23.5 Tier 2 custom output (full YAML profile upload) Build when 3+ customers ask
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
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

Done (21)

LB4 ~~Verify RLS isolates tenants end-to-end~~
LB5 ~~Verify `/api/account/delete` purges blobs + Stripe customer~~
LB6 ~~Add `.github/workflows/ci.yml` (typecheck + vitest)~~
PL1 ~~Define ICP in 2-3 sentences and rewrite landing hero~~
PL2 ~~Create `docs/BRAND-VOICE.md`~~
PL3 ~~Create `.env.example` documenting all 12 env vars~~
PL4 ~~Add Sentry (error tracking)~~
PL5 ~~Add status page (UptimeRobot or Better Stack free tier)~~
PL6 ~~Wire Healthchecks.io pings to all three crons~~
PL11 ~~Cookie consent banner~~
PL16 ~~Apply Supabase migration 011 to prod~~
PL18 ~~Set `FOUNDER_ALARM_EMAIL`~~
PL15 ~~Audit `npm audit` findings — 7 vulnerabilities (6 moderate, 1 high)~~
M1.1 ~~PostHog event instrumentation — funnel events (signup, first run, first download, upgrade)~~
M1.2 ~~Add Playwright smoke suite with render-error assertions (per playbook Part 7)~~
M1.3 ~~Add Lighthouse-CI to CI workflow~~
M1.4 ~~Knowledge base / FAQ page~~
M23.1 ~~Team / multi-user accounts~~
M23.4 ~~Run comparison view (diff two runs of the same vendor)~~
M23.6 ~~DPP JSON-LD output writer (currently emits CSV; ESPR submission needs JSON-LD)~~
S2 ~~Pricing redesign with usage-based + per-user tiers~~

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 (4)

Pricing: Free / Pro $79/mo / Team $199/mo / Enterprise custom (~$1000 avg). Mix assumption 65% Pro / 30% Team / 5% Enterprise per docs/P-AND-L-2026-05.md

Line	M1 — 10 paid customers	M3-M9 — 50 paid customers	M12 — 200 paid customers (success case)	Year 2 — 500 paid customers (stretch)
Revenue/mo	$1,821	$7,592	$34,210	$93,025
− Variable	−$106	−$535	−$2,672	−$7,897
− Fixed (€60)	−$60	−$60	−$60	−$60
OI/mo	$1,655	$6,997	$31,478	$85,068
Annual	$19,860/yr	$83,964/yr	$377,736/yr	$1,020,816/yr

10 canonical docs

Petko Digital Products Ideas/FOUNDER-AI-PLAYBOOK.md
Petko Digital Products Ideas/README.md
Petko Digital Products Ideas/docs/FOUNDER-TASKS.md
Petko Digital Products Ideas/docs/ICP.md
Petko Digital Products Ideas/docs/P-AND-L-2026-05.md
Petko Digital Products Ideas/docs/PRICING-V2-2026-05.md
Petko Digital Products Ideas/docs/C-SUITE-VOL-I.md
Petko Digital Products Ideas/docs/C-SUITE-VOL-II.md
Petko Digital Products Ideas/webapp/docs/BRAND-VOICE.md
Petko Digital Products Ideas/webapp/docs/DESIGN-mapping-table-2026-05.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).

FOUNDER-TASKS.md (5 open)

Low Low (5)

MAINT1 At 2026-06-01 (Hintly launch evaluation point): re-evaluate whether revival trigger (a) or (b) has fired. If neither, defer remains. D-005 follow-up
MAINT2 At 2026-08-01 (Hintly stability gate): re-evaluate revival trigger (b). D-005 follow-up
MAINT3 At 2026-12 (6 months from defer): if no trigger fired, decide between extending defer OR permanent shelve. Code revival cost grows past ROI threshold around thi D-005 reverse_trigger
ST1 When (if) revival triggers fire, do a fresh code audit before resuming build. 6+ weeks of dormancy means dependency updates needed (Next.js, Supabase, Stripe SD Standard dormant-code pattern
ST2 When revival fires, also re-validate the SaaS pricing assumptions (Free / €8-15/mo Pro / €20-40/mo Premium / Team later). Pricing may have shifted in the freela Pricing discipline

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 17d

FOUNDER-TASKS.md (14 open)

High High (5)

VAL1 Build outreach list — 20 BG clinics across dental + aesthetic + physio. Source: Google Maps + clinic-aggregator sites + LinkedIn search "clinic owner Sofia T-006 + AI AGENT.txt §10
VAL2 Draft cold outreach message in BG + EN. Two variants: (a) email — formal, 5-line ask for 15-min call; (b) LinkedIn DM — informal, 3-line ask. T-006 next_step
VAL3 Send 20 cold outreaches. Track in spreadsheet (sent date, response, response sentiment, willing-to-pay signal). T-006
VAL4 Run 5 discovery calls (15 min each) with respondents. Goal: confirm pain (missed leads, slow responses, no follow-up) is real + sized. Disqualify clinics with & Standard SaaS validation
VAL5 Pre-sell — get 2+ clinics to commit (verbal "yes I'd pay €X/mo if you build this") before writing code. €X = €99-199/mo target. T-006 success criteria

Medium Medium (2)

NICHE1 After VAL4 calls, decide niche: clinics ONLY, or expand to other small-business verticals (dental specifically, or "service businesses with appointment boo AI AGENT.txt
NICHE2 If niche = clinics + expansion, pick 2nd vertical to test (likely candidates: gyms with personal trainers, beauty salons, tattoo studios). Don't validate & NICHE1 follow-on

Low Low (7)

BUILD1 Wire Twilio (SMS + WhatsApp) for inbound message capture PRD §3 MVP
BUILD2 Wire Calendly + Google Calendar for booking PRD §3 MVP
BUILD3 Build conversation logic — Anthropic Claude prompts for: lead qualification, booking offer, follow-up sequencing PRD §3 MVP
BUILD4 Make.com (or n8n) workflow for orchestration — Twilio → Claude → Calendly → SMS confirmation PRD §3 MVP
BUILD5 Per-clinic onboarding flow — connect their booking system, ingest their FAQ/services, define their tone. 2-day setup per clinic. PRD §5 GTM
ST1 Decide pricing model — flat €99-199/mo, OR per-booked-appointment (€2-5/booking)? Per-booking aligns incentives but harder to forecast revenue. Pricing strategy
ST2 Decide if ClinicFlow should remain solo-built OR consider merging with ProjectA (per D-004 spinoff scan: ProjectA's 5-day delivery model could BE the Clini D-004 reactivation note

Milestones

2026-05-31 · 20 BG clinics outreach complete (in 17d)
2026-06-15 · 2-3 demos booked (in 32d)
2026-07-01 · First MVP delivered manually to 1 clinic (in 48d)
2026-09-01 · Spain validation cohort begins (Spanish-language) (in 110d)

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.

FOUNDER-TASKS.md (3 open)

High High (2)

CTX1 Read `GENERAL MEMORY.txt` + `validation/` folder contents. Recover what ProjectE actually is, what was being validated, and current state. 30 min. Cannot do real work without context
CTX2 After CTX1: write a real `README.md` describing what ProjectE is, OR shelve via T-001 decision pool. CTX1 follow-on

Low Low (1)

ST1 Add ProjectE to T-001 ("which 2 of 7+ concepts to keep alive") decision pool — currently registry implies it's a separate validation effort, but T-001

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.

FOUNDER-TASKS.md (4 open)

Low Low (4)

MAINT1 At 2026-09-01 (Hintly MRR gate): re-evaluate trigger (b). If Hintly <€1K MRR, ProjectA reactivation enters serious consideration. D-004
MAINT2 At quarterly C-suite review (next: 2026-06-30): re-evaluate whether trigger (c) has organically fired (i.e., does Petko WANT services revenue?). D-004
ST1 When (if) activation fires, FIRST decide: activate solo (separate commit) OR merge with ClinicFlow (one B2B AI-deflection product, two verticals). Per spinoff s D-004 reactivation note
ST2 When activation fires, refresh outreach playbook — ICP definitions, target list, cold message templates may be stale after months of not selling. Standard re-activation hygiene

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

Channel OS — Mid-Market IT Distributor AI/Compliance Stack

Strengths-based new initiative — productized AI/MDM/compliance stack for ~500 mid-market IT distributors (€50M-€2B) who can't afford global MDM teams. Leverages Petko's 12-yr Ingram Micro insider position + EU AI Act regulatory work. CONCEPT — trigger-gated to 2026-08-01 Hintly stability gate review.

Concept P4 · someday

Stage: Thesis documented 2026-05-13. NOT committed as active project (would violate D-002 max-2-active-commits rule). Park until trigger conditions fire: (a) Hintly clears compliance gate (target 2026-06-01) + reaches 30+ paid customers OR is dead (b) EU AI Act Deployer Pack ships and gets ≥3 paid customers (c) Counsel review confirms no Ingram Micro non-compete blocker Until trigger fires, contribute through smaller adjacent moves under existing projects: - EU AI Act Deployer Pack — IT Channel edition (specialize existing pack) - Spanish-language compliance hub (low-effort localization) - LinkedIn series: "Senior Manager building products on the side" (credentialing)
Market: ~500 mid-market IT distributors (€50M-€2B revenue) in EU+US + ~3,000+ VARs. Big consultancies (Deloitte etc.) too expensive for this segment; generic MDM vendors (Informatica, Stibo) priced for Fortune 500; solo founders lack insider domain knowledge.
Model: Three-tier: - Tier 1: Templates €499-1,999 (one-time) - Tier 2: Engagements €5-15k (one-time advisory) - Tier 3: SaaS €20-100k/year (MDM Engine reframed)
Path: (no folder yet — concept stage)
Last update: 2026-05-13

Next action

Trigger-gated. Awaiting 2026-08-01 review (T-017). Until then: (1) Counsel call (T-018) — bundle Hintly LB11 + Channel OS non-compete review + EU AI Act review (2) Optional: ship EU AI Act Deployer Pack IT Channel edition under Spreadsheet OS Collection (3) Optional: weekly LinkedIn series for credentialing

Biggest risk

Ingram Micro IP / non-compete exposure. Mitigation: build only on public industry knowledge (GS1, GDSN, EU AI Act text, BMECat) — zero IM-specific data/code/processes. Disclose as side activity per IM side-projects policy. Counsel review BEFORE any public launch. Secondary risk: day-job bleed if Channel OS becomes time-consuming during peak IM cycles.

Open tasks (cross-portfolio: 1)

Medium Strategic Channel OS trigger review (2026-08-01) — commit or defer T-017 due 79d

Milestones

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

KPIs

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

Spinoff scan

Inside

EU AI Act Deployer Pack — IT Channel edition (specialize existing pack) — trigger: EU AI Act generic pack first sale
Vendor Master Data Quality Toolkit (Excel + Notion) — trigger: after counsel review clears non-compete
Channel Compliance Bundle (BOI + GDPR + NIS2 for IT distributors) — trigger: after BOI US ships

Outside

Spanish-language EU compliance hub for autónomos + Spanish SMBs — trigger: EU AI Act English version sells ≥5 units
30-day Catalog AI Audit + Roadmap (productized engagement €5-15k) — trigger: first paying Channel OS customer + counsel cleared
Vendor Data Ingestion Cleanup engagement — trigger: after Catalog AI Audit ships first 2 engagements

Spinoff

Reframe MDM Engine under Channel OS brand umbrella (Tier 3 SaaS) — trigger: MDM-PE reaches 5 paid customers AND Channel OS Tier 1/2 validates

P&L

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

2 canonical docs

Personal OS/inbox/triage/2026-05-13-strengths-based-new-initiative.md
Personal OS/playbooks/13-channel-os-launch.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.

FOUNDER-TASKS.md (2 open)

High High (2)

DEC1 At T-001 quarterly review: most likely outcome is KILL (no documented intent + no folder content + no recoverable context). Add to `inbox/killed-ideas.md` if ki T-001
DEC2 If NOT killed: write a real PRD or one-pager describing what Lookup Engine actually is. Without this, the project is a registry zombie. Conditional on DEC1

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.

FOUNDER-TASKS.md (3 open)

Low Low (3)

ST1 At T-001 quarterly C-suite review: include Pet+Owner OS in the "which 2 of 7+ concepts to keep alive" decision. Outcome: commit (rare), shelve, or kil T-001
ST2 If kept alive: rebuild PRD with concrete Day 0 sentences + decide stage and next milestone. Conditional on ST1
ST3 If shelved: archive PRD + scaffolding; update registry status to shelved with revival trigger. Conditional on ST1

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

Tax Project

Personal tax tracking. Reduced to operational tool per 2026-05-12 audit — SaaS exploration killed 2026-05-09.

Paused P3 · this quarter

Stage: operational tool, not a product. 2 open items (TX1 reconcile, TX-strategic 1).
Market: self-use
Model: not applicable (operational)
Path: Tax Project
Last update: 2026-05-12

Next action

TX1 — reconcile personal tax tracking (T-002 in tasks.yaml, due 2026-05-31).

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 17d

FOUNDER-TASKS.md (2 open)

Medium Medium (1)

TX1 Reconcile personal tax tracking — pick one source of truth across `Tax Project/`, `Tax & Invoice Tracker.xlsx`, `Quarterly_Tax_Estimator_2026.xlsx`. T-002 in Personal OS tasks.yaml

Low Low (1)

ST1 Decide if `archive/` exploration outputs (STRATEGY.md, PRD-v1.md, ENGINE-MODULES.md, DISCOVERY-SCRIPT.md) should remain in this folder OR move to a "killed Cleanliness

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

Tax Project/README.md
Tax Project/docs/FOUNDER-TASKS.md

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. ⚡ ACCELERATOR: Hintly_Lawyer_Brief.docx ALREADY EXISTS at 'Hintly documentation/Hintly_Lawyer_Brief.docx' — full COPPA/VPC engagement brief with 10 specific questions and fixed-fee 4-hour scope. Reduces LB11 from "schedule + write brief + send" to "reconcile sub-processor list + send". ⚠️ Before sending, fix: brief lists Anthropic + Google Gemini; Privacy Policy + CS submission only list Anthropic. Decide which is current production state and align. ⚠️ Brief assumes EOOD exists; update to "EOOD in registration" until LB9 closes. (c) Knock out Common Sense Privacy submission (LB13, Petko-only, no dependencies). Use Hintly/commonsense-questionnaire-prep.md as paste source (Q&A by category). See inbox/triage/2026-05-10-lb13-common-sense-execution-plan.md for 30-min plan.	2026-05-15 (in 1d)
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 17d)
High	Compliance	Counsel call (bundle Hintly LB11 + Channel OS non-compete + EU AI Act review) T-018 · portfolio ▶ blocks T-005, T-017	(a) Reconcile Hintly sub-processor list (Anthropic vs Gemini) — 15 min (b) Draft consolidated counsel brief (this task triggers writing Personal OS/inbox/counsel-call-brief-2026-05.md) (c) Identify specialist via existing T-015 contact (d) Send brief + book 1-hour call (e) Document decision/clearance in registry/decisions.yaml	2026-05-31 (in 17d)
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 47d)
Medium	Business	Ship Freelancer Complete Stack bundle ($169) on Etsy T-016 · freelancer-os	Tuesday 2026-05-26 (~3 hour afternoon). Day-of checklist in the plan doc: 1. Verify the 3 Excel prices on live Etsy listings (could shift "Save $71" math) 2. Build generate_complete_stack_delivery_pdf.py (20 min — copy v6 script) 3. Build build-complete-stack-zip.ps1 (20 min — copy Spreadsheet OS pattern) 4. Run scripts → freelancer-complete-stack.zip 5. Design hero cover thumbnail 1200x1200 (30 min) 6. List on Etsy (30 min) 7. Update 7 existing listings' delivery PDFs with cross-link footer (45 min)	2026-05-26 (in 12d)
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 17d)
Medium	Business	List at least one Spreadsheet OS on Etsy T-004 · spreadsheet-os-collection	Marketing pass — Pinterest pins (MKT1) + post-launch product pruning (PRD1) at customer	2026-06-15 (in 32d)
Medium	Strategic	Channel OS trigger review (2026-08-01) — commit or defer T-017 · channel-os	Review on Friday 2026-08-01. Pull metrics from: - Hintly/docs/FOUNDER-TASKS.md (compliance + customer count) - Spreadsheet OS Collection/docs/FOUNDER-TASKS.md (EU-AI sales count) - Personal OS/inbox/ (counsel call brief response if T-018 ran) Document decision in registry/decisions.yaml as D-XXX (commit or extend defer).	2026-08-01 (in 79d)
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 17d)
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

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

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	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 baseline (dev + light prod)	$15
infra	Vercel Pro	$20
infra	Supabase Pro	$25
Total fixed monthly		$60

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

Severity	Item	Source
High	Build outreach list — 20 BG clinics across dental + aesthetic + physio. Source: Google Maps + clinic-aggregator sites + LinkedIn search "clinic owner Sofia". Target columns: name, owner emai VAL1 · ai-agent-clinicflow · 🟠 High — Validation (T-006 in cross-portfolio tasks.yaml)	T-006 + AI AGENT.txt §10
High	Draft cold outreach message in BG + EN. Two variants: (a) email — formal, 5-line ask for 15-min call; (b) LinkedIn DM — informal, 3-line ask. VAL2 · ai-agent-clinicflow · 🟠 High — Validation (T-006 in cross-portfolio tasks.yaml)	T-006 next_step
High	Send 20 cold outreaches. Track in spreadsheet (sent date, response, response sentiment, willing-to-pay signal). VAL3 · ai-agent-clinicflow · 🟠 High — Validation (T-006 in cross-portfolio tasks.yaml)	T-006
High	Run 5 discovery calls (15 min each) with respondents. Goal: confirm pain (missed leads, slow responses, no follow-up) is real + sized. Disqualify clinics with <20 patients/week or with existing AI VAL4 · ai-agent-clinicflow · 🟠 High — Validation (T-006 in cross-portfolio tasks.yaml)	Standard SaaS validation
High	Pre-sell — get 2+ clinics to commit (verbal "yes I'd pay €X/mo if you build this") before writing code. €X = €99-199/mo target. VAL5 · ai-agent-clinicflow · 🟠 High — Validation (T-006 in cross-portfolio tasks.yaml)	T-006 success criteria
Medium	After VAL4 calls, decide niche: clinics ONLY, or expand to other small-business verticals (dental specifically, or "service businesses with appointment booking"). Per AI AGENT.txt opening: & NICHE1 · ai-agent-clinicflow · 🟡 Medium — Niche / market decision	AI AGENT.txt
Medium	If niche = clinics + expansion, pick 2nd vertical to test (likely candidates: gyms with personal trainers, beauty salons, tattoo studios). Don't validate >2 verticals at once. NICHE2 · ai-agent-clinicflow · 🟡 Medium — Niche / market decision	NICHE1 follow-on
Low	Wire Twilio (SMS + WhatsApp) for inbound message capture BUILD1 · ai-agent-clinicflow · 🟢 Backlog — Build (only after VAL5)	PRD §3 MVP
Low	Wire Calendly + Google Calendar for booking BUILD2 · ai-agent-clinicflow · 🟢 Backlog — Build (only after VAL5)	PRD §3 MVP
Low	Build conversation logic — Anthropic Claude prompts for: lead qualification, booking offer, follow-up sequencing BUILD3 · ai-agent-clinicflow · 🟢 Backlog — Build (only after VAL5)	PRD §3 MVP
Low	Make.com (or n8n) workflow for orchestration — Twilio → Claude → Calendly → SMS confirmation BUILD4 · ai-agent-clinicflow · 🟢 Backlog — Build (only after VAL5)	PRD §3 MVP
Low	Per-clinic onboarding flow — connect their booking system, ingest their FAQ/services, define their tone. 2-day setup per clinic. BUILD5 · ai-agent-clinicflow · 🟢 Backlog — Build (only after VAL5)	PRD §5 GTM
Low	Decide pricing model — flat €99-199/mo, OR per-booked-appointment (€2-5/booking)? Per-booking aligns incentives but harder to forecast revenue. ST1 · ai-agent-clinicflow · ⚫ Strategic / discretionary	Pricing strategy
Low	Decide if ClinicFlow should remain solo-built OR consider merging with ProjectA (per D-004 spinoff scan: ProjectA's 5-day delivery model could BE the ClinicFlow MVP, and ProjectA's $2,500 pr ST2 · ai-agent-clinicflow · ⚫ Strategic / discretionary	D-004 reactivation note
Medium	v4 has 1 sale on Etsy. Drive 5+ more sales via SEO listing optimization (read `v4/files/freelancer-os-etsy-listing-upgrade.html` 8-section guide) MKT1 · freelancer-os · 🟡 Medium — Marketing + funnel	v4 sales gap
Medium	Pinterest pin set for each tier (Etsy SEO multiplier — Etsy sellers report 30-60% of traffic from Pinterest) MKT2 · freelancer-os · 🟡 Medium — Marketing + funnel	Standard Etsy growth play
Medium	Email capture funnel: free "Notion Daily Reset" template → email → upsell to v4. Use Resend (you already have API key for Hintly) MKT3 · freelancer-os · 🟡 Medium — Marketing + funnel	New initiative
High	v6 → v7 — collect feedback from first 5 v6 buyers, prioritize top 3 requests, ship v7 in Q3 PRD1 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Standard product cycle
High	Bundle: Freelancer Complete Stack ($169) — 3 Notion OS + 3 finance Excels. PRD2 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Cross-portfolio synergy
High	Sprint 3: US Tax + Contract Command Centers — T1 + C1 (both SKU-A and SKU-C) → 4 listings at $19/$22/$29/$32. Templates already built, listing copy drafted in Etsy Launch Hub. PRD3 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Notion product roadmap §Sprint 3
High	Sprint 4: UK Tax + Contract Command Centers (T2 + C2) PRD4 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Notion product roadmap §Sprint 4
High	Sprint 5: DE + NL Tax + Contract Command Centers PRD5 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Notion product roadmap §Sprint 5
High	Sprint 6: UK IR35 Status Determination Kit PRD6 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Notion product roadmap §Sprint 6
High	Future: Compliance line (BOI US first), HQ standalone modules bundle, ebook line PRD7 · freelancer-os · 🟠 Strategic — Notion product roadmap (~30 products in pipeline)	Notion product roadmap §Sprint 7+
Low	Decide commercial channel — Etsy only, or Etsy + Gumroad + own site? Etsy is simplest; Gumroad has no listing fees. ST1 · freelancer-os · ⚫ Strategic / discretionary	T-004 / projects.yaml notes
Low	Pricing review at customer #10 (per v4) — adjust if conversion is too high (underpriced) or too low (overpriced) ST2 · freelancer-os · ⚫ Strategic / discretionary	Standard pricing discipline
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" rule. 2026-05-13: founder-research interpretation suggests MVP VPC (parent email verifica blocked LB2 · hintly · Compliance & legal	PR #57 + `docs/compliance/2026-05-13-mvp-compliance-guidance.md` + migration 051
blocked	Counsel sign-off on Google OAuth signup path — bypasses VPC checkboxes. Engineering shipped 2026-05-13: new `src/pages/OnboardingReConsent.jsx` + route in App.jsx + extended ProtectedRoute gate to red blocked LB3 · hintly · Compliance & legal	Memory obs #20 + PR #57 + 2026-05-13 guidance §7.3
blocked	Privacy policy sub-processor table update — was 6 of 9 sub-processors; missing Sentry, Upstash, Cloudflare. COPPA §312.4(d) violation if shipped as-is. Engineering shipped 2026-05-13: Privacy.jsx sub- blocked LB4 · hintly · Compliance & legal	PR #58 + 2026-05-13 guidance §7.5
blocked	Stripe dual-role disclosure — Stripe is both processor AND independent controller (fraud detection). Engineering shipped 2026-05-13: Privacy.jsx now has explicit dual-role disclosure paragraph with li blocked LB5 · hintly · Compliance & legal	PR #58 / PR #65 + 2026-05-13 guidance §7.1
blocked	Read the Supabase DPA PDF — binary PDF I couldn't extract; supabase holds 100% of user data. 2026-05-13 founder research: 5-point DPA checklist (Article 28 / int'l transfer / tech safeguards blocked LB6 · hintly · Compliance & legal	PR #58
blocked	Texas HB18 + state children's privacy laws review — partially enjoined but parts apply. 2026-05-13 founder research: California privacy notice section needed (eng spec at MVP-VPC-IMPLEMENTATION-S 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 latest published version for: Anthropic, Supabase, Stripe, Vercel, Resend, Sentry, PostHog, Upstash, Cloudflare. 20 blocked LB8 · hintly · Compliance & legal	PR #58
Blocker	EU AI Act Article 50 — kid-facing AI disclosure (Aug 2, 2026 enforcement deadline). Every kid-facing AI-generated artifact (hint card, confidence signal, adaptive difficulty event) must explicitly dis LB16 · hintly · Compliance & legal	`docs/EU-AI-ACT-REVIEW-2026-05.md` §1.4 + §LB-EU-AI-1 + PR #96
blocked	EU AI Act Article 5(1)(b) — defensive review of reward mechanics. Independent walkthrough of streaks + adaptive difficulty + session-length-extending animations against "exploits vulnerabilities blocked LB17 · hintly · Compliance & legal	`docs/EU-AI-ACT-REVIEW-2026-05.md` §1.2 + §LB-EU-AI-2
blocked	EU AI Act Annex III §3(b)+(c) classification opinion — single most decision-relevant question. Counsel formally opines whether Hintly is high-risk under Annex III §3 (assessing students / evaluating l blocked LB18 · hintly · Compliance & legal	`docs/EU-AI-ACT-REVIEW-2026-05.md` §1.3 + §LB-EU-AI-3
Blocker	GDPR Article 35 DPIA for Hintly's AI + minors processing. Draft v1 shipped 2026-05-13 at `docs/compliance/DPIA-2026-05.md` (7-section template, residual risk 🟡 moderate). Expanded v2 shipped 2026 LB19 · hintly · Compliance & legal	`docs/legal/GDPR-DPIA.md` + `docs/EU-AI-ACT-REVIEW-2026-05.md` §LB-EU-AI-4 + GDP
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

Projects · 17

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