🔔 Pending Nate verification
Items awaiting Nate sign-off before shipping. Surface in weekly Friday check-ins until resolved.
| Item | Blocked on | Sent | Status | Next action |
|---|---|---|---|---|
| Flat-Rate Winterization landing page | Nate: OK to show $169 publicly, incl. in the Google description; dewinterization FAQ; winterization offered in every market | Shown on the Oct 16 check-in; amended twice same day | Built on the flat-rate handyman template from Nate's one-pager. Oct 16 feedback applied: "flat rate per home, no matter the size of the home", no orphaned words, interior / exterior / photos cards in place of the repeated price, exterior card limited to the main shutoff and water meter (hose lines and gap sealing left out until confirmed). Second round (Oct 16 afternoon): water meter photo swapped for a main water shutoff valve, "Three steps" label now reads "How to get started", proof stat is now 15,000+ 5-star reviews (Pro and property counts removed), form switched from the flat-rate catalog form (37) to the handyman form (54), per Nate. URL /flat-rate-maintenance-price/winterization, meta title "Flat-Rate Winterization for Vacant Rentals | Lula". Vault: content/drafts/2026-10-16-winterization-landing-NOTES.md. | Upload the remaining images (under-sink, shutoff valve), publish, add to the footer under Flat Rate Maintenance, link from Kaytlynn's winterization blog post, add Seasonal to the hub's What's Included list. |
| After-hours page: fewer leads than views | Nate OK on page changes (menu label, softer CTA, call examples, mobile trim) | Diagnosis done Oct 16 | Clarity, last 30 days: 0 clicks on either "Book a demo" button; scroll depth about the same as the flat-rate page; 48% quick backs. 28 of 33 sessions came from other Lula pages, mostly the menu. GSC, 90 days: 7 clicks from search; the page ranks for no non-brand after-hours search. The answering-service article holds that demand (about position 4 for "best property management answering service") with 0 clicks and no body link to the page. Small sample. Vault: work/2026-10-16-after-hours-page-diagnosis.md. | Content-only now: link the article to the page; rewrite the article's title and description; "Is this an answering service?" FAQ. With Nate's OK: rename the menu item to "After-Hours Coverage", add a softer hero link and a CTA after the call examples, fix the tappable-looking call labels, trim the top on mobile. Exclude team traffic in Clarity, re-read in 30 days. |
| Nomad launch: joint press release + co-authored blog (Nate + Chandler) | Nate edit pass (Oct 5), Chandler review (Oct 6), quote approvals for Bo, Nate and Chandler, boilerplates, landing page URLs, dateline city | Sent to Nate 2026-10-01 (due Oct 2) | Release 395 words + boilerplates, three headline options. Blog 938 words: how Nomad switched maintenance partners without owners noticing, with four takeaways for other PM companies. All quotes are marked as drafts. No response time, door count, coverage % or prior-provider name. The brief's target keyword has no measurable search volume, so the blog is written to be cited in AI answers. Vault: content/drafts/2026-09-30-nomad-launch-press-release-and-blog.md. | Nate's edit pass (Oct 5). Point-of-contact claim corrected per Nate's comment: Lula is the point of contact, not one dedicated person per work order (the brief had it wrong; check the copy deck for the same line). Publish target Oct 8. |
| Flat-Rate hub page rebuild: mockup + copy | Nate review of the mockup and copy; full-res Pro portraits; three subject photos (water heater, roof, seasonal); Decisions 1, 2, 4b, 5 from the master strategy | Mockup v8 + overview doc 2026-09-17 | Rebuild of /flat-rate-maintenance-price driven by Clarity (798 views, Jun 20 to Sep 17): the hero CTA converts (18.7% of visitors open the popup), the catalog section converts better when reached (20 to 25% click rate) but only a quarter of visitors get there, and the city list, portfolio illustrations and catalog image collect dead clicks in between. Section order rebuilt around that: catalog third, the ad's "quote is the invoice" argument under it, city list behind a zip check, why-cards cut to three and moved down, proof strip and three steps added. Three design directions reviewed with Lula; landed on a quiet hero at theme scale with B's photographic catalog tiles (the work, not the worker) and a person in every band below, using the nine Pro portraits Lula supplied. Copy re-checked against research: "background-checked" removed (unverified), market count removed, catalog lede restored. Mockup: https://claude.ai/artifact/FvKFuQytiXtkE14mFvPBGq. Overview + copy doc: https://docs.google.com/document/d/1bfxB20GhNZpgLjD38YXqt2gwx7AsIT8pS6lLchG06gU/edit. Vault: content/drafts/2026-09-17-flat-rate-hub-rebuild-overview.md, copy in 2026-09-17-flat-rate-hub-copy-v1.md (v2), source in 2026-09-17-flat-rate-hub-mockup-src/. | Nate reads the overview doc and the mockup. Lula sends full-resolution portraits and three subject shots. Then build in the handyman pipeline, Tier 1 zip check, Code Editor paste. |
| Flat Rate master campaign strategy | Nate: nine decisions in §10 (public pricing policy, URL pattern, catalog size, Goodman, market count, service fee, category order, calculator go, real-people library) | Written 2026-09-16, ready to send | One source of truth for the whole Flat Rate program, written the day Nate said "our entire flat rate strategy has to get ironed out, we need to be known for this." Consolidates the three June/July Google Docs (keyword research, program brief, hub copy rework) with everything that shipped since, a live-site audit, fresh Ahrefs keyword data, and GSC. Audit findings: the June 22 calculator was never published (/flat-rate-maintenance-calculator 404s); two handyman pages are live with no relationship (/flat-rate-maintenance-price/handyman gates 16 prices, /flat-rate-handyman-pricing publishes all 20 on an indexable page); four URL patterns across four category pages; the editorial anchor has 0 impressions in 90 days; the hub gets 1,061 impressions and 15 clicks, nearly all brand. Keyword read: every water heater / appliance / roof + rental / PM term is 0 volume, so category pages are conversion pages and the editorial spokes (flat rate vs hourly 500/mo KD 1, rental property maintenance costs 60/mo) carry the organic demand. Plan: rebuild the hub with a category grid, build every remaining category (Water Heaters, Appliances, Roofing, then Seasonal) off the shipped handyman template as children of /flat-rate-maintenance-price/, publish the calculator as the primary lead magnet, add the Owner-Approval One-Pager second, customer reintroduction email sequence, Q4 "complete catalog" press release. Vault: strategy/2026-09-16-flat-rate-master-strategy.md. Google Doc: https://docs.google.com/document/d/15ZKQ8BCFqd-i8jU5o2lgcTiPH9Qg95z-PqThwMTGjm4/edit | Send to Nate. Decisions 1 through 5 needed before 9/29 since they touch the press release and the HVAC slugs. Then request the water heater catalog source of truth from ops so the first new category page can start in October. |
| Seasonal HVAC tune-up campaign — landing page | Nate review + Lula dev paste (Code Editor only) | Built 2026-09-04, not yet sent | Landing page built for the September/October heating-season tune-up push (Max's ask on the 2026-09-03 call: equip the sales team by Thu 2026-09-10; HVAC did $2M in August and drops at least 50% in September, so this is protecting the biggest revenue-target month). Built in the same idiom as the approved after-hours page rather than as a separate design system: full-bleed bands on the theme's own grid, eyebrow + accent-barred h2 per section, hero device card, red problem cards, dark checklist band, outcome flow with three worked units, repair-authority rules table, big-stat band, FAQ, CTA row. No pricing on the page — $99/$129 stays off, per Nate on the call and per the brand-kit rule against publishing flat-rate catalog figures. Copy audited 2026-09-04 against the fall flyer PDF and the call transcript, six corrections: checklist is 17 checks, not 16 (the heat-pump refrigerant and temperature-split lines are separate checks, not duplicates of the base ones — an earlier dedupe was wrong and the bad count had spread to a stat card, a section heading and an outcome card); removed an invented 30–60°F nameplate range; removed an invented "markets sequenced by heating season start" operational claim in three places; replaced the 7-yr and 500K+ figures (both LuMi-scoped in the brand kit, and the kit warns against conflating 500K with the 125K 2025 number) with 350,000+ properties / 600+ catalog jobs / 15,000+ reviews; restored the flyer's third-party risk-assessment disclaimer; matched the multiple-systems exclusion to the flyer's own wording. Preview: https://claude.ai/code/artifact/fa011b44-5376-4ae0-861f-c86d49c34fe8. Paste block, theme-simulated preview and readable source in clients/lula/content/drafts/2026-09-03-hvac-tune-ups-landing*; eight cleaned illustrations in content/drafts/assets/hvac-illustrations/. Render-tested at 1440 and 390, no horizontal overflow; paste block carries 0 newlines and 0 comments in the style block. Revised 2026-09-07 on Gemma's direction; the build is final on this side. Hero device card replaced with a photo of an exterior condenser and the indoor air handler it pairs with, uploaded to the media library and referenced at /wp-content/uploads/2026/09/hvac-tune-ups-hero.png (URL verified live). The four hero stat cards are removed. The problem section is reframed off the promotional-tune-up takedown and onto the prevention case: eyebrow "The cost of waiting", h2 "Prevent heating emergencies before winter arrives", and all three cards rewritten. Checklist heading is now "Every unit is treated with precision and care during a tune-up"; outcomes heading is "Each tune-up can go one of three ways."; the closing kicker under the three worked units is cut; the big-stat band is retitled "Proof in the numbers" and trimmed from three stats to two, dropping the 600+ flat-rate catalog figure. The 17-check count no longer appears anywhere on the page, though the checklist section still lists every check. Also removed on this pass: a "$20 seasonal special" figure that had been carrying the problem-section headline. It had no source in the vault, the fall flyer or the call transcript, and would not have survived a question from Nate or a prospect. | Nate reviews. Confirm slug (/seasonal-hvac-tune-ups proposed), meta title and description (drafted: "Seasonal HVAC Tune-Ups for Rental Portfolios | Lula"), and whether the H1 should carry "HVAC" — it currently sits in the eyebrow only, which is a gap between the title tag and the strongest on-page signal. Then paste in the WP Code Editor / Text tab only — the Visual tab strips inline SVG on load and would silently empty the illustrations. The hero image is already in the media library, so the paste block needs no further edits. One optimization left on the table: the uploaded hero is the 2.0MB original PNG rather than the 336KB optimized JPG in content/drafts/assets/, worth swapping before this page is pushed for traffic. Sales collateral for the same 2026-09-10 deadline (flyer variants, AM email copy, talk tracks) sits with Lula, not with Gemma; the landing page is the deliverable on this side. |
| Spring HVAC tune-ups + flat-rate HVAC replacements landing pages | Nate review + three factual confirms below + Lula dev paste (Code Editor only) | Built 2026-09-10, not yet sent | Two landing pages built in the same pipeline and idiom as the September HVAC tune-up page. Spring HVAC tune-ups (preview: https://claude.ai/code/artifact/0a995610-02ce-4d05-8690-e146c0292916) is the cooling-season sibling of the fall page: same skeleton, reframed onto the cooling failure mode (the first hot week finds every weak unit), checklist rescoped to cooling, and one extra FAQ answering why it sits next to the fall page. Reuses the hero already in the media library, so no new upload. Flat-Rate HVAC replacements (preview: https://claude.ai/code/artifact/d4784171-d34e-46a8-baa6-6d82fbcf1a03) supersedes the July 10 draft, whose open item was exactly the claims Gemma supplied on 2026-09-10: Carrier and Goodman buying power, 1-year labor and 10-year parts warranty, 3-day turnaround, and the diagnosis-fee policy. Three replacement types shown with scope and capacity range, a four-card band on what every replacement includes, a three-path section on how the diagnosis fee works, and a 'what can change the number' section carrying the attic, higher-rated-equipment and special-requirement exclusions in plain sight. No pricing on either page, including the diagnosis fee, per source-of-truth line 398. Both render clean at 1440/768/390/320 with no horizontal overflow; both paste blocks carry 0 newlines and 0 comments in the style block, 0 em dashes, 0 dollar figures, no competitor names and US spelling throughout. Internal links deduplicated to one per destination. Rebuilt 2026-09-10 against the SHIPPED handyman page, which Gemma supplied as the reference and which has moved on from the vault copy in 2026-09-08-flat-rate-handyman-src/: full-bleed .frh-flush Pro bands (a Pro standing on the section's own edge, alternating sides), .header-container wrappers with the #primary-scoped mobile override that stops the theme centering the h1 on a phone, the badge pill, the hairline proof strip, icon sibling links, and Gravity Forms popup CTAs in place of /get-started links. Page darks corrected from Tailwind grays to Lula's neutral ramp (#0F172A / #1E293B), the same fix the handyman build logged. Real Pros now carry both pages: the replacements hero is the denim Pro flush on the section edge, and each page closes on a reversed flush band. All three images were already in the media library and return 200, so neither page needs an upload. Build notes, flags and the full dependency list: content/drafts/2026-09-10-hvac-pages-NOTES.md; source in content/drafts/2026-09-10-spring-hvac-tune-ups-src/ and content/drafts/2026-09-10-hvac-replacements-src/. | Nate reviews both and answers three blocking confirms: (1) the spring checklist, which is the fall flyer's audited checklist rescoped to cooling because no spring flyer exists in the vault, so it is missing items a real spring scope likely has (condenser coil cleaning, capacitor and contactor, outdoor disconnect) that were not invented; the spring flyer or ops SOP closes it in 15 minutes; (2) Goodman, which source-of-truth line 172 does not name and which was actively removed from the Flat-Rate Handyman press release on 2026-09-09 for that reason, so if it is live and public both source-of-truth and that removal need reversing before 2026-09-29; (3) installation and haul-away on AC-only, stated explicitly in the source copy for furnace-only and full-system but not for AC-only, and currently shown on all three. (4) the Gravity form id, since both pages currently carry id 54, the handyman form, which would render, submit and route HVAC estimate requests into the handyman queue without erroring. Then confirm slugs (/spring-hvac-tune-ups, /flat-rate-hvac-replacements), the cluster call on running two seasonal pages versus one, and the three sibling catalog URLs. Then paste in the WP Code Editor / Text tab only, since both pages carry inline SVG. |
| Flat-Rate Handyman launch package: landing page + announcement article + press release | Nate brand/voice review + Haley Waters-Fields factual review; pricing team's locked 20-service list; six open confirms below | Passed to Nate 2026-09-09 | All three deliverables from Nate's September contractor brief, built for the 2026-09-29 public launch (existing customers 2026-09-15). Landing page: rebuilt from the June draft, which was written for a world where prices were not published and was structurally obsolete. Hero on the supplied split photo (wax ring on a toilet replacement, garbage disposal install), then four sample prices with their scope, then a band gating the remaining sixteen behind a CTA. The four-price decision is Nate's, 2026-09-08: "Let's only show 3 or 4, and use that to drive interest." Shown: Replace Toilet $264, Replace Lockset $150, Replace GFCI Outlet $119, Dryer Vent Cleaning $54, spanning four categories. The two $24 services are deliberately held back so the teaser does not set an anchor the invoice will not meet. Page continues into a three-line proof strip, a "how the pricing was built" band (six years of job history, market labor benchmarks, current parts costs, which the brief marks safe to share), a three-step explainer with three custom illustrations, a vetted-Pro band on the two supplied cutouts carrying 9,000+ Pros and 350,000+ properties, an additive FAQ, and a CTA. Preview: https://claude.ai/code/artifact/8393c9e1-4a2e-4511-b7fd-1d68e3f2b299. Announcement article: 774 words against the brief's 700-900, retargeted (see confirm 5). Press release: dated 2026-09-29, both exec quotes rewritten for sign-off. Corrections carried across all three: the "more than 600 jobs" catalog figure replaced with 450 per the brief; the Goodman partnership removed (source-of-truth names Carrier and Lowe's only, Goodman appears nowhere); the "180,000 work orders on track for 2026" projection removed (only 125K+ for 2025 is verified); the "jobs scheduled within 24 hours" claim removed (no source-of-truth support); the "maintenance is a leading reason owners leave a property manager" claim removed (no backing) and replaced with the hourly-pricing inconsistency argument the brief does support; and "turn work" removed throughout, since that is Make Ready, a separate vertical at roughly $1K/day, and the twenty handyman services are toilets, outlets, dryer vents and locksets. Guardrail catches in the supplied press release draft: "solutions" and "streamline" both appear on the brief's hard-stop list, "this is a first in our industry" is a superlative without proof, plus one em dash and four typos. All fixed. The vetted-Pro band deliberately avoids the one-pager's "pay is tied to defined scope, not time on site" line, since guardrail 1 bans pro payout mechanics. Full compliance scan passes on all three: no em dashes, no hard-stop words, no fee or savings language, no competitor mentions, US spelling. Assets: six images to upload to /wp-content/uploads/2026/09/, in content/drafts/assets/wp-upload/. Three step illustrations ship as PNG rather than SVG because WordPress blocks SVG uploads by default. Page darks corrected to Lula's neutral ramp (#0F172A / #1E293B); they had been Tailwind grays inherited from the HVAC page. | Nate reviews all three and answers six confirms: (1) catalog size definition, since seven existing drafts say "more than 600 jobs" and the brief says 450; these may not conflict if 600 is the all-vertical catalog and 450 is handyman-only, but the definition is needed before either number ships in a press release; (2) market count, contested three ways: source-of-truth 50+, live /core 60+, the brief's boilerplate 56; the landing page states no number and the press release uses 50-plus, but a press release archives permanently; (3) the launch-page template he said he would share separately, still not received, so the sample-price block is built from the brief's description rather than the real template; (4) the four sibling catalog page URLs (/flat-rate-hvac, /flat-rate-appliances, /flat-rate-water-heaters, /flat-rate-roofing are placeholders) and the public URL for this page; (5) the SEO retarget, since the brief points the article at "flat-rate handyman pricing", which is the catalog page's phrase, so the article was moved to "flat rate handyman services" to avoid two pages competing for one query; (6) the CTA destination, /get-started versus the gravity form popup, now that gating the remaining sixteen services is the interest mechanism. Haley confirms the factual set. Bo Lais and Will Parrish sign off their quotes. Media contact, city/state and the boilerplate founding line still to fill. Also for Nate's decision, raised once: every work order carries the $75 service fee, which guardrail 1 keeps off all public surfaces, so a published price is never the price paid, a median of about 1.7x across the twenty, and 2.4x to 4.1x on the four cheapest. Recommendation is one line under the price block disclosing the fee as scope rather than price. If the guardrail stands, it stands and the page ships as built. |
| Maintenance Cost Index — quarterly data program | Nate: (1) contract/MSA permission for aggregate de-identified data use, (2) sign-off on market-cost vs flat-rate separation, (3) a number behind the "largest dataset" line, (4) Tier 3 in/out, (5) data-model owner, (6) 8-quarter backfill in initial scope | Passed to Nate 2026-08-04 (proposal + interactive concept) | Agreed with Nate in Slack 2026-08-03: instead of a live dashboard, request an automated quarterly export of aggregate work-order data and publish it as Lula's product-led SEO asset. Proposal: content/2026-08-03-maintenance-cost-index-proposal.md. Interactive concept: https://claude.ai/code/artifact/59c7bacd-4c2d-4032-92f9-3c7c39aa1e15. Core thesis: all existing maintenance cost data is either survey-based (Buildium/NARPM, AppFolio) or consumer retail pricing (Angi/HomeAdvisor); Lula has real invoiced work-order data and nobody publishes it. Seven-table export spec written to field level, with n<30 suppression and p99 winsorizing enforced in-query. Flat-rate question resolved: the index does NOT contradict flat rate, it is the evidence for it. /pricing already claims "even when labor and material costs vary by region, pricing stays predictable" with nothing behind it; metro variance is the proof. Firewall rule: the index reports market cost of the work, never Lula's charged prices (those stay in the flat-price catalog). Editorial rule: lead with the p25–p75 spread, never a bare median, or a prospect subtracts against the flat rate and feels overcharged. URL discipline: 24 URLs, not the 750 trade×metro combinations, which live as filter states in the map/lookup rather than as pages. Measure on citations and referring domains, not sessions (statistics queries here are 30–70 SV; Buildium's 2017 renters report still holds 326 refdomains vs Lula's best content page at 38). | Nate answers the six items in section 8 of the proposal. On the contract yes, turn section 5 into an engineering ticket and draft the hub page structure + methodology block so the first export has somewhere to land. |
| Preventive Maintenance Checklist article (SFR) + PDF lead magnet | Nate edit/review | Passed to Nate 2026-07-15 (Google Doc) | New article drafted: "The Property Manager's Preventive Maintenance Checklist for Single-Family Rentals" (target property management preventive maintenance checklist), with a gated printable SFR PDF lead magnet. Seasonal + monthly/quarterly structure, SFR-specific angle, FAQ block for AEO. Internal links to HVAC preventive, preventive-maintenance-examples, reactive-vs-preventive-vs-predictive, predictive-vs-preventative. FLAG for Nate/Gemma: draft uses "80% of jobs resolved on first trip vs ~40% industry" as a Lula claim — source-of-truth line 61 says the 80% is an industry benchmark inside the Vendor Scorecard, NOT a verified Lula proof point. Strip or reframe before publish. | Nate edits/reviews; resolve the 80% claim; confirm PDF gating + slug property-management-preventive-maintenance-checklist, then publish. |
| Plumbing "Reactive Reality" (Level 1) — new PM-lane spoke | Gemma fills Lula plumbing cost-data placeholder + F2 verification, then Nate | Drafted 2026-07-16 | Ran the full A–F2 AEO/SEO pipeline for the Plumbing Level 1 row. Same finding as HVAC: literal reactive terms are 0 volume; the plumbing problems SERP is all consumer/insurer/plumber (Angi DR 90, Nationwide, Family Handyman) where Lula has no entity authority. Re-homed as a PM-lane spoke: "Plumbing Problems in Rental Properties" targeting common plumbing issues/plumbing problems rental-framed + the KD-2 responsibility query. No existing plumbing article, so no cannibalization. Draft + 4 stage briefs in content/. One blocker: unlike HVAC, no published Lula plumbing cost figures exist, so the first-hand cost paragraph is a marked placeholder — needs real internal data pulled or the paragraph cut (no invented numbers). | Gemma fills the plumbing cost-data placeholder (or cuts it); clear F2 (verify EPA leak stat + III water-damage claim; confirm flat-rate frame); assign byline; then Nate → publish at /articles/plumbing-problems-in-rental-properties. |
| HVAC "Reactive Reality" (Level 1) — new PM-lane spoke | Gemma review + F2 stat verification, then Nate | Drafted 2026-07-16 | Ran the full A–F2 AEO/SEO pipeline for the HVAC Level 1 content-matrix row. Key finding: the row's literal keywords (reactive hvac maintenance) have 0 volume and the nearest real query is a consumer/HVAC-contractor SERP where Lula has no entity authority. Re-homed (Gemma-approved) as a PM-lane spoke: "HVAC Problems in Rental Properties" targeting hvac problems/common hvac problems rental-framed, built on Lula's first-hand SFR service-cost data, linking up to the published HVAC preventive article. Draft + 4 stage briefs in content/. AEO citation data unavailable via connected MCP (Lula Brand Radar is on Lula's own account) — pull Lula-side. | Gemma reviews draft; clear the F2 stat gate (confirm Lula internal cost figures current; source AppFolio 63/38 + lifespan externally; verify external links live); assign byline; then Nate → publish at /articles/hvac-problems-in-rental-properties. |
/articles/best-property-management-automation-tools realignment | Nate review | Drafted 2026-07-15 | Re-targeted the live listicle from "best property management automation tools" (SV 150, near-zero ceiling) onto property management automation (KD 2, easy win) and toward the appfolio-parented property management automation software cluster (78K traffic potential). Both terms are informational + commercial, so added a definitional "What Is Property Management Automation?" section on top of the existing six-tool stack. Lula stats aligned to source-of-truth (80% figure omitted). Rewrite in place, no 301, slug unchanged. Draft: content/drafts/2026-07-15-property-management-automation-realign.md. | Gemma final read; confirm no cannibalization with the "Future of PM Technology" post; then Nate review and publish in place. |
| Foresight PropTech Breakthrough award announcement article | Nate confirm on exact award title + year + Foresight capability claims (vs Foresight Master Copy Deck) + prior-win year + Bo quote sign-off | Drafted 2026-07-09 | Announcement article for Foresight being named Property Management Solution of the Year in the 2026 PropTech Breakthrough Awards. Foresight described accurately as software (a maintenance operating system for PMs with in-house maintenance teams), not the Core service layer. Includes an FAQ block for AEO. Bo quote drafted for approval. Confirms needed: exact award category title + year, the prior "Work Order Management Solution of the Year" title/year, and any specific Foresight capability claims against the Bo-approved Foresight Master Copy Deck. | Nate confirms the award title/year + prior-win details, checks Foresight claims against the deck, signs off the Bo quote, then publish. |
| Inc. 5000 2026 announcement article | Nate confirm on rank + this year's numbers + consecutive-year count + KC & Paraguay headcount + Bo quote sign-off | Drafted 2026-07-09 | Fresh Inc. 5000 announcement for Lula's repeat appearance on America's fastest-growing private companies list, restructured from last year's post (growth-as-substance angle, full product and service sweep, KC + Paraguay team section). Deliberately not a clone. Confirms needed: this year's Overall / Kansas / Real Estate ranks + three-year growth rate, the consecutive-year count, and KC + Paraguay headcount (source-of-truth only holds ~100 employees total, no Paraguay breakdown or team function). | Nate supplies rank + numbers + team figures, signs off the Bo quote, then publish. |
| Ingram's Fastest-Growing Companies (KC) 2026 announcement article | Nate confirm on list placement + this year's growth figure + Bo quote sign-off | Sent 2026-07-08 | Fresh announcement article for Lula's repeat appearance on Ingram's Fastest-Growing Companies in Kansas City. Rewritten from a distinct angle (Kansas City company scaling nationwide, growth-as-substance) rather than mirroring last year's post. Deliberately drops the "#1 / Fastest-Growing Company" top-spot claim, since 2026 is a repeat listing, not the top rank. Stats refreshed to current source-of-truth (9,000+ Pros, 50+ markets, 125,000+ work orders in 2025, 350,000+ properties, $28M Series A). Bo quote drafted for approval in a KC-pride framing. Two facts left as inline confirms: exact placement and this year's qualifying growth percentage. | Nate confirms placement + growth figure, signs off (or supplies) the Bo quote, then publish. |
| PadSplit vendor-marketplace announcement article | Nate sign-off + Bo/Will founder quotes + activation/billing mechanics + optional PadSplit quote | Sent 2026-07-08 | Announcement article drafted for Lula joining the PadSplit vendor marketplace, framed to catch PadSplit brand-adjacent AI/search queries. Deliberately positioned as "a vendor in the marketplace," not a partnership (per Nate). Founder quote lines reserved for Bo Lais and Will Parrish; optional PadSplit spokesperson quote left as a clean gap. Two [OPEN] flags on how hosts actually activate Lula and how billing works, which need confirming before publish; PadSplit descriptors to verify against padsplit.com. Stats limited to approved proof points (9,000+ Pros, 50+ markets, 3.8-day turnaround); the flagged 80% first-trip figure not used. | Nate reviews; supply Bo + Will quotes (and PadSplit quote if secured), confirm the host activation path + billing model, then publish at /articles/lula-padsplit-vendor-marketplace. |
| PMS integration pages — Q&A (AEO) | Nate go-ahead + product confirm on sync specifics | Discussed 2026-06-29 via Slack; Gemma's FAQ sheet forwarded to Nate | Direction set with Nate: improve the existing PMS integration pages by adding a questions-and-answers block to each (answer-engine visibility plus on-page conversion), since these pages get very little classic search. Start with AppFolio as the template, then Buildium, Rentvine, Rent Manager, Property Meld. Positioning frame: AppFolio's AI coordinates the work, Lula fulfills it through the vetted Pro network. A starter AppFolio Q&A set is drafted; Gemma forwarded a FAQ sheet to Nate to seed the question set. | On Nate's go, build the full AppFolio Q&A set as the template (8-10 questions sourced from what property managers actually ask AI), confirm the two sync-specific answers with product, then clone the structure across the other four PMS pages. |
Reviews page (/reviews) — review + publish | Nate review + dev (schema paste, form + image confirm) | Passed via Trello 2026-06-26 | New resident & PM reviews page + page-matched JSON-LD schema built and handed over. Hero image is a placeholder; gravityform id and stat-band counts need confirming; the All / PMs / Residents audience toggle is built but intentionally hidden until PM reviews grow past ~5. | Nate review, then dev pastes the schema block (no second Organization block — Yoast handles it), confirms the contact form + hero image, and publishes at /reviews. Keep schema Review set in sync with visible cards on each quarterly refresh. |
| Cluster 1 lead-magnet popup improvements | Lula dev resource (popup template) + Kaytlynn reply | Flagged 2026-04-27 in Slack to Kaytlynn — no reply since | Cluster 1 (Work Order Chaos) lead magnet IS LIVE; popup UX needs work per Gemma's note to Kaytlynn. Silent for 2+ weeks. | Nudge Kaytlynn (or surface on Friday Nate/Gemma sync). Identify which popup library / template Lula's WP uses; spec the better-popup behaviour (trigger, fields, design); decide whether to handle in-skill or as a dev request. Could potentially fold into the broader popup pattern rollout across all 3 cluster lead magnets. |
| Cluster 2 (Scheduling) lead magnet — final approval + placement on 5 URLs | Nate sign-off (final asset approval AND placement format) | Rebuilt as "Maintenance Scheduler's Efficiency Toolkit"; final approval + placement asks sent to Nate via Slack 2026-05-12 | Awaiting Nate's reply on BOTH the final asset approval AND placement format. Placement target: 5 Cluster 2 articles (/articles/maintenance-scheduling-software, /articles/how-scheduling-maintenance-saves-time-and-money, /articles/technician-scheduling-software, /articles/sla-tracking, /articles/foresight-vs-manual-processes). Copy (Option 1, Gemma preferred): headline Stop losing hours to scheduling friction / subhead Free toolkit: checklist, KPI tracker, ROI calculator. / button Get the toolkit. | Once Nate replies with final approval + placement format (popup vs inline CTA), deploy across the 5 URLs. Closes Cluster 2 lead-magnet substream loop. |
Trello card ayCC5XKP (https://trello.com/c/ayCC5XKP) — closes 3rd Foresight cluster loop | Nate approval + implementation | Asked Nate 2026-05-12 via Slack alongside Cluster 2 placement asks | Per Gemma's Slack framing: approval + implementation of this card closes the third (and final) Foresight cluster loop. Card content lives in Trello. | Await Nate's approval; once approved, implement per card scope. Closes all three Foresight cluster loops (Cluster 1 + Cluster 2 + Cluster 4 lead-magnet/placement workstream). |
/foresight customer quote for trust block | Nate (he is checking what's available) | Asked 2026-04-27 PM | Nate replied: "Yes — that's a great question I'll see about." Pending. | Once Nate returns a usable customer / pilot quote (Renters Warehouse, MMG, Open Door, or other), add a trust block to /foresight between the FAQ and final CTA. Block includes: customer logo, quote, and the 350,000+ properties served stat. |
| LuMi launch package | Nate positioning sign-off | 2026-04-10 (package built) | Awaiting reply | Lula Day May 8 deadline. Hard external date. Push by 2026-05-01 or ship without. |
| Property-maintenance-software listicle — performance metrics | Nate confirmation | Sent 2026-06-03 | LuMi-focused rewrite of the Lula section sent to Nate. Three performance metrics (average turnaround, coordination-start time, maintenance time saved) need client confirmation before they go in the published copy. Verified scale numbers (9,000+ network, 50+ markets, 350,000+ properties, 125,000+ work orders in 2025) are in place meanwhile. | On Nate's confirmation, add the three metrics and publish the section; otherwise ship the verified-only version. |
Core / Core Boost / Services consolidation into one /services page | Nate review + three confirms before publish | Direction set on Friday call; page built 2026-07-08 | Decided: retire the public Core / Core Boost tier names and merge /core + /core-boost + the repair-and-maintenance services catalog into one Property Maintenance page at /services (tier names stay internal only). Consolidated page is built and ready. | Nate reviews the built page; confirm Inc. 5000 count (3 vs 2), current market count (50+ vs 60+), and the gravityform id; run the AEO citation check on /core + /core-boost, then publish /services and deploy the two 301s. Per-service programmatic pages can follow off /services. |
| Flat-Rate Maintenance page rework + dedicated HVAC page | Nate review + confirm HVAC claims (replacement window, warranty terms, supplier buying power) vs source-of-truth | Drafted 2026-07-10 | Reworked the Flat-Rate Maintenance page to lead with "flat-rate maintenance" and "the quote is the invoice," with HVAC pulled forward as the interest driver, prices kept off the gated pricing page. New dedicated Flat-Rate HVAC landing page drafted in the Flat-Rate Handyman style (hero quote card, typical-vendor-fee-stack vs one flat rate visual, three-step flow, FAQ), built from the paid ad copy that is converting. Specific HVAC claims flagged for confirmation rather than lifted from the ads. | Nate reviews the reworked page and the HVAC draft, confirms the flagged HVAC claims against source-of-truth, then publish the reworked page and the HVAC spoke off /flat-rate-maintenance-price. |
| Make Ready takeaway form (lead magnet) | VP of Make Ready sign-off | Sent prior to 2026-04-24 | Awaiting reply (Nate following up) | Per 2026-04-24 meeting: Nate to push VP again. Blocks lead capture for entire Make Ready cluster. |
| Help center subdomain SEO fixes | Lula dev resource (subdomain owner) | Spec sent months ago | Stale, never actioned | Resend sharper dated nudge to whoever owns the subdomain. Per 2026-04-24 meeting: ~1 day of dev work; site audit health stuck at 79 partly because of these. |
/articles blog archive intro copy — WP-edit investigation needed + master style files permission ask | WP-edit-method discovery (possible Lula dev resource if theme template) + Nate permission to use master style files in Claude | Investigation flagged 2026-04-30; permission ask to be raised at Friday 2026-05-15 Nate/Gemma sync | /articles archive page is losing rankings. New intro copy locked: Practical guides for property managers running maintenance at scale. From work orders and scheduling to predictive maintenance, software comparisons, make-ready cycles, and vendor management. Written by the Lula team, grounded in what we see across 350K+ properties. Below: latest posts, most-read guides, and our most popular topics. Replaces an Agent A draft that mis-cited topics ("NTE workflows," "SFR portfolio scaling") and used banned voice ("9,000+ contractor network"). Three possible WP-edit paths to investigate: (1) /articles is a Page with a Posts/Query Loop block — paste a Paragraph block at the top; (2) it's a theme-generated archive — edit the Category description in WP admin → Posts → Categories; (3) it's a hardcoded template (archive.php/category.php) — needs dev work. Open question carried over from earlier turn (not resolved): intro uses "vendor management" to match published article titles (Vendor Scorecard / Vendor Onboarding / Vendor Compliance Checklist) at the cost of breaking the brand voice rule that says "Pros" not "vendors." Decided to use "vendor management" for page-coherence with article cards. Voice-rule exception logged. | (1) Ask Nate at Friday meeting for permission to use the master style files in Claude (blocks the ship if approval needed). (2) Identify which of the three WP cases applies — quickest test is loading /articles/ on the live site and checking whether the WP admin bar offers "Edit Page" or "Edit Category" or nothing. If editable directly: paste copy + ship. If theme-template: spec for dev resource. |