Re-classify all tasks into the updated 11-category system based on task name keywords.
Handwritten letters sent to ~85 homeowners in Toluca Lake surrounding Vito's property. Multi-touch: 3 letters, a neighbourhood walk, then phone follow-up. Designed by Arjun.
Postcards + handwritten letters + door knocks across Studio City & Sherman Oaks. 270 addresses. 14-week campaign designed and managed by Arjun (ARM Prospecting).
Contact owners whose listing expired without selling. Redfin scrape for expired/withdrawn listings + Heidi's data. Automation spec drafted but not yet built.
Out-of-state property owners in target areas. Likely candidates for selling or needing property management referrals. Heidi's lists received — need to process, save to Drive, create email sequences, start sending.
David & Heather's referral engine. DBA exists. GBP submitted (awaiting Google verification). Still need: website, then a steady stream of reviews from satisfied clients. Evening/weekend project.
Re-engage past clients and warm leads in Lofty CRM. Blocked: Matthew's AI conversation about CRM strategy is on his other computer. Need to locate and extract the plan.
- Scrape Redfin for expired/withdrawn listings weekly in target zip codes
- Cross-reference with Heidi's data for owner contact information
- Generate personalised letter referencing their specific listing (address, days on market, list price)
- Queue for Matthew's review before sending
- Track responses in campaign dashboard leads section
- Follow up with phone call 5–7 days after letter arrival
- After Letter 3 to the core 85, expand to a secondary ring of ~40 adjacent homes
- Send a single simplified letter (no photo/paperclip package)
- Use the "your neighbour received our letter" angle for social proof
- Only activate if Letter 1–3 response rate justifies the expansion cost
- Track all 6 methods in one unified view with status, next action, and response rates
- Campaign timeline showing overlapping execution windows
- Spend tracking across all methods (postage, design, printing, contractor fees)
- Response rate comparison: which method delivers the best cost-per-lead
- Integration with Asana for task tracking and Google Calendar for scheduling
| WINDOW | DESCRIPTION | STATUS | AMOUNT |
|---|---|---|---|
| Week 1 (Jun 1-5) | Payment 1 (Setup) | RECEIVED | Per agreement |
| Week 4 (Jun 22-26) | Payment 2 | UPCOMING | $1,300 |
| Week 9 (Jul 27-31) | Payment 3 | — | $1,300 |
| Week 14 (Aug 31 - Sep 4) | Payment 4 (Final) | — | $250 |
| Total commitments (Payments 2-4) | $2,850 | ||
| DATE | DESCRIPTION | AMOUNT |
|---|---|---|
| 25 Apr 2026 | Gold pens and guillotine | $25.94 |
| 25 Apr 2026 | Paper and black pens | $35.32 |
| 30 Apr 2026 | Envelopes (x270) | $58.31 |
| 2 Jun 2026 | Postage stamps (x348) | $271.44 |
| Total spent | $391.01 | |
Campaigns waiting for your decisions
Review the evidence, creative, trade-offs and proposed test in one place. A submitted review creates work; it never authorizes spend, publication or launch.
- Define 3 core content pillars (market education, relocation advice, behind-the-scenes)
- Set up filming location (home office or property location)
- Acquire or verify equipment: phone tripod, ring light, lavalier mic
- Create Google Business Page for House of Holt
- Write first 5 newsletter editions in draft
- Build a simple landing page / website (House of Holt or matthewhoult.com)
- Set up email collection form on landing page
- Create Instagram content calendar template in Airtable or Notion
- Identify 10 Reddit threads to respond to this week
- Write and schedule first batch of 3 Instagram posts
Review what you saved and decide what happens next
Open the original video or screenshots, see why the item was surfaced, then approve it, reject it, ask for research, or explain what the system missed.
Latest decisions and feedback
- Client-facing advisory, listing presentations, negotiations
- Final decisions on strategy, pricing, offers
- Relationship-building: calls, showings, walkthroughs
- Content on-camera talent and voice
- Brokerage and contractor relationships
- Operations, systems, and workflow design
- AI / automation development and maintenance
- Vault and knowledge base curation
- Task coordination between Matthew and AI
- Vendor and admin logistics
- Ingestion and internal knowledge-building (autonomous)
- Task tracking, decision logging, gap identification
- Drafting client communications (human review required)
- Campaign and prospecting execution support
- Surfacing what needs a decision each day
- Act, draft, or surface — don't wait to be asked when the work is internal knowledge-building.
- Never send client communications without human review.
- Never delete vault files — archive, version, or append instead.
- Never expose client financial or personal data outside the company.
- Log everything — decisions, mistakes, gaps, and open loops feed the morning briefing.