| Day 1 | Lock shop list, manager contacts, POS source per shop, and current cash-control process. | Lock active unit list, market, timezone, PMS ID, owner/vendor contacts. | Create one source-of-truth data map for both businesses. | data map v1 |
| Day 2 | Audit last 7 days of sales, cash logs, deposit bags, open shop issues, and existing investor/kitchen materials. | Audit today board, check-ins/check-outs, open issues, unread guest/owner/vendor threads. | Mark missing fields that block reliable daily rollups and raise materials. | missing-data punch list |
| Day 3 | Define daily shop scorecard: sales, cash variance, issue count, check-in status, labor risk. | Define daily property scorecard: occupancy status, turnovers, P0/HIGH issues, message queue. | Standardize severity labels and escalation language. | daily scorecard template |
| Day 4 | Fix cash variance denominator and map register/deposit mismatch by shop/date. | Confirm cleaning/vendor statuses are visible for same-day turnovers. | Update rollup logic to separate missing data from true exceptions. | variance + turnover report |
| Day 5 | Review Golden Glaze high-priority issues and assign owner/date/status to each. | Review FlexStay P0/HIGH issues and vendor follow-up queue. | Create the "attention required" rules for both businesses. | attention rules v1 |
| Day 6 | Shadow-run Golden Glaze daily summary from real data; manually verify every number. | Shadow-run FlexStay daily summary; manually verify guest/vendor/turnover items. | Log wrong numbers, missing fields, and false alarms. | shadow-run error log |
| Day 7 | Summarize week 1 misses: cash, inventory, issues, check-ins, payroll visibility, raise/kitchen data gaps. | Summarize week 1 misses: turnovers, messages, maintenance, vendor follow-up. | Pick the top 3 workflow fixes for week 2. | week 1 operator review |
| Day 8 | Build or tune Golden Glaze missed-check-in watcher. | Tune FlexStay same-day turnover and vendor acceptance flags. | Add clear owner/escalation fields to every alert. | watchers v1 |
| Day 9 | Build cash variance review flow: POS expected, counted cash, bag count, deposit status. | Build maintenance triage flow: severity, property, vendor needed, next action. | Draft escalation prompts in Jack's voice. | two triage flows |
| Day 10 | Pull payroll/labor source and identify why rows are missing. | Review guest response times and draft quality from last 20 usable messages. | Add "draft only / needs Jack YES" gate where money or policy is involved. | labor + draft gate notes |
| Day 11 | Define inventory low-stock signals for top items that actually hurt revenue. | Define vendor follow-up cadence for cleaning, maintenance, and owner updates. | Connect recurring reminders to the right Discord channels. | inventory/vendor cadence |
| Day 12 | Run first full Golden Glaze weekly packet: sales, cash, issues, labor visibility, risks, and raise/kitchen milestones. | Run first full FlexStay weekly packet: occupancy board, issues, messages, vendors, risks. | Compare packet to source systems and mark trust level by section. | weekly packet v1 |
| Day 13 | Fix any Golden Glaze packet section with low trust. | Fix any FlexStay packet section with low trust. | Turn fixes into checklist items so they do not recur. | trust fixes |
| Day 14 | Quantify time saved from Golden Glaze summaries and exception routing. | Quantify time saved from FlexStay rollups and message triage. | Document one public-safe operator OS receipt. | week 2 review + receipt |
| Day 15 | Promote reliable Golden Glaze alerts from shadow to supervised use. | Promote reliable FlexStay alerts from shadow to supervised use. | Define what the system may do automatically vs draft only. | supervised-use rules |
| Day 16 | Build shop-level issue aging report: what is open, who owns it, how long. | Build property-level issue aging report: severity, vendor, guest impact, next touch. | Add stale-item escalation after 24/48/72 hours. | aging reports |
| Day 17 | Review QBO class/location mapping for Golden Glaze finance reporting; define how raise proceeds and kitchen capex will be tracked. | Review QBO class/location mapping for FlexStay finance reporting. | List finance items that require bookkeeper review, not agent judgment. | finance mapping notes |
| Day 18 | Create Golden Glaze manager-facing daily close checklist. | Create FlexStay vendor-facing closeout checklist for maintenance/cleaning tasks. | Make checklist completion visible in rollups. | closeout checklists |
| Day 19 | Run side-by-side: manager manual report vs AI generated report. | Run side-by-side: manual property board vs AI generated rollup. | Measure difference and decide what can be trusted. | manual vs AI comparison |
| Day 20 | Clean up false-positive Golden Glaze alerts. | Clean up false-positive FlexStay alerts. | Set alert threshold: only urgent, financial, guest-impacting, or aging exceptions. | alert threshold v2 |
| Day 21 | Quantify Golden Glaze weekly wins and remaining manual work. | Quantify FlexStay weekly wins and remaining manual work. | Choose next two workflows to automate. | week 3 review |
| Day 22 | Start Golden Glaze inventory/reorder workflow for highest-impact SKUs. | Start FlexStay owner/case-manager follow-up workflow. | Keep both in draft/supervised mode. | new workflows started |
| Day 23 | Review employee/overtime visibility and identify the fastest clean data path. | Review cleaner/vendor reliability by property. | Add trend view: repeated misses by shop/property/vendor. | trend report |
| Day 24 | Build investor-safe Golden Glaze summary without hype: store base, $1M raise plan, central kitchen rationale, use-of-funds, and current risks. | Build owner/internal FlexStay summary with exceptions and next actions. | Separate public-safe, internal, and sensitive data views. | summary templates |
| Day 25 | Run 30-day Golden Glaze scorecard draft. | Run 30-day FlexStay scorecard draft. | Reconcile with actual source systems before trusting. | 30-day scorecard draft |
| Day 26 | Fix top 3 Golden Glaze workflow gaps. | Fix top 3 FlexStay workflow gaps. | Document what still requires Jack vs manager vs vendor. | gap closure list |
| Day 27 | Test if Golden Glaze can run a day with only exception-based Jack review. | Test if FlexStay can run a day with only exception-based Jack review. | Log every time Jack still had to manually hunt information. | exception-only test |
| Day 28 | Calculate hours saved and misses caught for Golden Glaze. | Calculate hours saved and misses caught for FlexStay. | Prepare before/after operator OS proof. | proof packet |
| Day 29 | Decide next Golden Glaze scale workflow for 7 → 10 shops and central kitchen execution. | Decide next FlexStay scale workflow for 11+ units. | Set month 2 priorities from measured pain, not guesses. | month 2 priority list |
| Day 30 | Publish internal 30-day Golden Glaze AI ops review. | Publish internal 30-day FlexStay AI ops review. | Decide whether the plan is saving enough time to expand, pause, or refocus. | 30-day decision memo |