Jan 8, 2025 - Michael

My Responsibilities (from objectives.md)

Primary: GTM Pipeline Ready by Monday Jan 13

Tier 1 - Hot leads: Personalized emails drafted in Gmail (Jose, Dan, Bauman, etc.)
Tier 2 - Engaged leads: Apollo sequence for people who opened previous emails
Tier 3 - Non-responders: Apollo sequence for previous contacts who never engaged
Tier 4 - Net new: 500 prospect list ready for Jan 19 blast

Technical Setup:

Configure Google Workspace MCP (Gmail + Drive)
Set up Apollo API integration (partially done)

Deliverable: Everything teed up so we can click "send" on Monday.

Current Status

Tier 1 Hot Leads:

Jose (HURC): Context documented in jose.md, strategic options generated, aligned via Slack. Next: Draft and send email
Dr. Bauman: Not started - needs workflow alignment
Dr. Oginzki: Not started - needs workflow alignment
Dan: Not found in system yet - need to identify
Others: TBD after workflow alignment

Infrastructure:

Contact management system: ✓ Created (research/contacts/ with markdown files)
System backlog: ✓ Created (system/backlog.md)
Workflow documentation: ✓ Added to CLAUDE.md
Hot leads pipeline tracker: Pending - on agenda for tomorrow

Technical:

Google Workspace MCP: Not started
Apollo API: Partially integrated

Today's Focus

Build infrastructure for hot leads workflow before executing individual outreach

Work Log

Contact Management System

Created research/contacts/ structure for key relationships
Built research/contacts/jose.md with full relationship context
Documented workflow in CLAUDE.md (natural language → structured files)

System Improvements

Created system/ directory for OS improvement tracking
Built system/backlog.md with Quick Index + Detailed Proposals
Added two features: Company updates feed, Slack integration

Alignment & Planning

Created morning agenda for Jan 9 with hot leads workflow discussion
Identified need for alignment before proceeding with Dr. Bauman/Oginzki
Set up daily work log structure (this file)

Thinking/Decisions

Key Insight: Hot leads outreach is more complex than "just draft emails"

Need to generate strategic options for each contact
These are important relationships - can't rush
Requires thinking about approach, not just execution

Workflow Issue Identified:

Both Michael and Thomas have relationships with these contacts
Need coordination on who documents which contacts
Need decision on pipeline tracker (markdown vs UI)
Need approval process for key emails

Decision Made:

Don't proceed with Dr. Bauman/Oginzki until workflow alignment tomorrow
Set up infrastructure first (contact files, system backlog, daily logs)
Better to align now than redo work later

Blockers

Hot leads workflow - needs alignment with Thomas (on agenda for tomorrow)
Google Workspace MCP - not started, required for Gmail draft integration
Contact identification - "Dan" mentioned in objectives but not found in system

Tomorrow

Morning Meeting:

Align on hot leads workflow with Thomas
Decide: Who documents which contacts?
Decide: Pipeline tracker approach (markdown/UI)?
Decide: Email approval process

After Alignment:

Proceed with Dr. Bauman and Dr. Oginzki based on decisions
Start Google Workspace MCP setup
Continue contact documentation

Notes

This daily log format is working well - provides both accountability context and progress tracking
Conversations with Claude are part of thinking/processing, not just execution
Thomas can mirror this pattern for his own work

End of Day Assessment (4:52 PM)

Critical path to Monday: Morning meeting tomorrow (Fri) is the gate for hot leads execution. Can't proceed until workflow alignment happens.

What's left on my plate:

Tomorrow (Fri): After alignment, execute Tier 1 emails + set up Tier 2-3 sequences
Weekend if needed: Catch up on anything not finished Friday
Monday: Ready to send

Pace observation: This pace is right - more important to get it done right than done quickly. Infrastructure built today (contact system, alignment setup) was necessary work. Execution speed will increase once workflow is established.

Decision: Stopping at 5pm. Tomorrow's work is blocked on morning meeting. Ready to execute Friday after alignment.