#1 lever — HDL, HCT, E2 and EQ converge as T comes down
high
2
MB taper — small first drop NOW
Overstimulated lately + saffron will read faster anyway → start the drop, don’t wait. −0.5–1mg/step, hold 1–2 wks, read felt-state. Watch: cognition, energy, morning clarity, mood, AM erections (MB inhibits NOS — dropping it may help EQ).
high
3
Start taurine 3g in the gallon
One-at-a-time variable, starting now. Watch 10–14 days: daytime anxiety, pelvic-floor clench during arousal + the no-push urinary drill, training feel; flag flatness/over-sedation. Don’t start another osmolyte within 3–4 days of an MB step-down.
high
4
Start finger-stick glucose tracking
New self-tracking, 3x/day: pre-dinner, right after dinner, after the post-dinner walk. Reporting the post-meal-crash pattern (glucose-driven vs. cerebral-hypoperfusion type).
med
5
Hematocrit 52.1 — over the line
TRT erythrocytosis; hydrate + donate if it climbs; the taper brings it down.
med
6
Book pending tests
Stays on the list until each pending test is booked/checked off.
Watching: homocysteine 14→<10; taken w/ dinner — recheck next draw
Saffron (Nootropics Depot) M/W/Fsince Jun 29
Watching: serotonin balance / settle the overstimulated feeling — watch the prior loopy reaction + MB serotonergic caution
Ask-Skippy chat isn’t wired into this app yet — a real “Discuss” action needs that built first, so it’s left off here rather than faked.
Insights auto-surfaced from your data
Steps and Active cals move together — r=0.93 across 65 shared readings in this window.
Free T is the biggest mover on record — up 890% (80.4 → 795.8 pg/mL), the right way.
Goals & projections your targets, not lab ranges
HDLtarget36.4 mg/dL → 50–60
Lowest of the year — was 74 in Sept. The lever is the T taper, not another supplement.
Homocysteinetarget14.1 µmol/L → 7–8
Was 7.1 in Sept; OMAD dropped the methylated B stack. Restarted with food — confirm on the next panel.
Hematocritconfirm52.1% → confirm
Just over. Retest hydrated FIRST — could be a draw/hydration artifact. If real: T taper + hydration, donate if it climbs.
Triglyceridesconfirm196 mg/dL → confirm
Was 43–99 all year, then 196 in June — outlier, not a trend. Recheck fasted before treating it as a target.
Estradioldecide71.1 pg/mL → decide
71 on TRT. Open question — do you even want it lower? E2 supports libido, joints, mood. Not chasing 40 unless symptoms say so.
ALTmonitor39.1 U/L → monitor
Normalized 90→39. Largely muscle/training, not hepatic. No action — just keep an eye on it.
8-OHdG (oxidative DNA)target7.5 ng/mg → <5
High end of range, flagged on your DUTCH. Levers: finish the kratom taper, deepen sleep, glutathione/NAC, polyphenols, dial back over-training.
Kratom taper — the #1 lever: pull one 500mg cap from half your doses, hold a few weeks to a month, pull from the other half, hold, repeat. Slow and non-disruptive — felt-state gates every step, not the calendar. This is the convergence fix behind HDL, hematocrit, E2 and EQ.
Intimacy tracker
Log it in the morning check-in and it feeds the weekly correlation sweep against felt-state, HRV, RHR and sleep. Any pattern that shows up gets flagged as a hypothesis with the confounders named, not stated as fact.
Intimacy — last 7 days (• yes · ○ no · — awaiting data)
—
d-6
—
d-5
—
d-4
—
d-3
—
d-2
—
d-1
—
d-0
EQ score
Morning erection persistence — rate /10 each morning, logged with intimacy + food. No scores logged yet.
AM erection
fades fast
Clench release
improving
Angion
AM1 focus
Daytime / intimacy-session score — separate /10 rating for how it holds up during actual intimacy, not just on waking. No scores logged yet.
Safety downregulates the nervous system → clarity, mood, appetite lift together. Biggest daily non-pharma lever.
strengthening
Better on retatrutide inject days
Consistently better on inject days — acute glucagon-arm bump at low dose. Logging to confirm.
testing
Systems-building as avoidance of inner work
Build-energy flows to the in-control domain while the vulnerable reaches stay parked.
leaning confirm
Moving toward discomfort
Drew the liver labs you’d deferred — pain-avoidance running the right way.
win
Your week
Strong week. Felt-state ran high — Father’s Day breakthrough (Jun 21), a one-day anxious dip (Jun 23) that resolved with no protocol change, then back to himself Jun 24–25. Readiness held mid-80s; HRV eased from low-90s toward high-70s. New labs: liver normalized (ALT 90→39), E2 down 123→71. Cognition ~75% with less stimulant reliance.
Daily metrics recovery · sleep · activity · mind
Recovery
Readiness
83
26 Jun 85 → 27 Jun 84 → 28 Jun 78 → 29 Jun 83
opt higher · Mar’26–Jun’26
HRV balance
87
26 Jun 89 → 27 Jun 87 → 28 Jun 78 → 29 Jun 87
opt higher · Mar’26–Jun’26
Resting HR
61bpm
26 Jun 58 → 27 Jun 59 → 28 Jun 76 → 29 Jun 61
opt lower
Body temp Δ
−0.14°F
26 Jun +0.02 → 27 Jun +0.05 → 28 Jun −0.07 → 29 Jun −0.14
opt 0 · Mar’26–Jun’26
Sleep
Sleep debt
0h
23–26 Jun 0h → 29 Jun −0.14h
opt <2 (need 7.5h) · Mar’26–Jun’26
Total sleep
7h42m
26 Jun 7h18 → 27 Jun 6h54 → 28 Jun 7h12 → 29 Jun 7h42
opt 7.5–9 · Mar’26–Jun’26
REM sleep
1h44m
26 Jun 1h44 → 27 Jun 1h11 → 28 Jun 1h28 → 29 Jun 1h44
opt 1.5–2h · Mar’26–Jun’26
Sleep efficiency
93%
26 Jun 90 → 27 Jun 86 → 28 Jun 90 → 29 Jun 93
opt higher · Mar’26–Jun’26
Deep sleep
1h11m
26 Jun 1h20 → 27 Jun 1h11 → 28 Jun 1h23 → 29 Jun 1h11
opt 1.5–2h · Mar’26–Jun’26
Activity
Activity score
87
26 Jun 85 → 27 Jun 88 → 28 Jun 89 → 29 Jun 87
opt higher · Mar’26–Jun’26
Steps
11,195
26 Jun 12,090 → 27 Jun 12,777 → 28 Jun 13,309 → 29 Jun 11,195
opt 15–20k · Mar’26–Jun’26
Active cals
812kcal
26 Jun 1,052 → 27 Jun 1,024 → 28 Jun 1,409 → 29 Jun 812
opt higher · Mar’26–Jun’26
Mind
Felt-state
5/10
23 Jun 4.5 → 24 Jun 8.5 → 25 Jun 8 → 29 Jun 5
opt higher · Jun’26, 5 pts
Sleep (felt)
8.3/10
single reading
opt higher · Jun’26
Mood
5/10
25 Jun 7.5 → 29 Jun 5
opt movement · Mar’26–Jun’26
Cognition
78%
24 Jun 75 → 25 Jun 75 → 29 Jun 78
opt higher · Jun’26, 3 pts
Food control
8/10
single reading
opt higher · Jun’26
Anxiety / Energy
—/10
single reading
opt lower (anxiety) / higher (energy)
Trends grouped · normalized 0–100
Showing the last 4 daily readings synced so far — 1M/3M/6M/1Y/All fill in as more days land from the daily Oura pull. This is not padded with invented history.
vs Chantelle's 0.0022 — worth investigating shared exposure
Biometric
Biological age
-1.4yrs younger
Sep’25 -11.2 yrs → Dec’25 -1.4 yrs
still younger than chronological age
HRV (Function draw)
35ms
single anomalous reading · Dec’25
Oura history shows 70s–90s typical — don’t treat as representative
Derived & composite computed from your markers
TG:HDL
5.4
optimal <2
Insulin-resistance & small-dense-LDL proxy (optimal <1.5). Skewed by the June trig spike — at your usual trig it’s ~1.4.
HOMA-IR
0.27
optimal <1.5
Fasting insulin resistance. Under 1 = excellent sensitivity.
ApoB:ApoA1
0.56
optimal <0.5
Best single CV ratio — atherogenic vs. protective particles.
BUN:Creatinine
17.8
optimal 10–20
Hydration/protein vs. renal. In-band confirms the creatinine bump is muscle, not kidney.
Free-T : E2
11.2
informational
Androgen : estrogen balance.
Cortisol slope AM:night
2.7
informational
DUTCH waking vs. night free cortisol — healthy = high morning, low night.
Vascular-risk flags
3/5
3 of 5 past optimal
Atherogenic markers past optimal: ApoB, homocysteine, hs-CRP, Lp(a), TG:HDL.
Inflammation flags
1/3
1 of 3 past optimal
How many inflammation markers are elevated. 0 = quiet immune system.
Fed from CLAUDE.md, memory/health-full.md, oura_data.md, connections.md, state-reflections.md, daily-state.md. Every marker shows its full panel history. Auto-refresh: refresh-health-command-center (daily 7:30am).
Protocol & recommendations
Chantelle’s protocol — topical T + progesterone ↗
AM2 DFH multi · gut peptides · 2 digestive enzymes · mag L-threonate · selenium · aloe · marshmallow · slippery elm · 2 pumps topical testosterone
On topical testosterone + progesterone — the likely source of her high total-T (0.58) and erythrocytosis (HCT 48.7). T started after her DUTCH; progesterone is recent.
Priorities & action items
1
Review the topical testosterone dose
Likely driving the high total-T (0.58) and erythrocytosis (HCT 48.7) — same tradeoff as Nick on TRT. First move before tuning anything else.
high
2
Run the full female hormone panel (FSH/LH/AMH/free T/DUTCH)
The gap that’s never been closed — everything downstream is a guess without this.
high
3
Lp(a) 161 — drive down the modifiable load
Genetic and diet-resistant, but the surrounding CV risk load is movable.
0.54 PM, recent start — check it lines up with where she actually is in her cycle.
med
6
Book a cycle-timed draw (Day 3 + Day 21)
Needed to read the female panel correctly once it’s ordered.
low
Pending tests (5) — tap to expand
FSH, LH, AMH, DHEA-S, free T
DUTCH results — locate/confirm (Nick says we have them; not in files)
Salivary cortisol ×4
GI-MAP
Repeat testosterone + HCT
Active experiments — how’s it going?
None running right now.
Goals & projections your targets, not lab ranges
Ferritin → 7044 — low for energy + thyroid conversion
Free T3 → ≥3.7TSH great now (1.29); push free T3 up
Lp(a) — monitor161, genetic, not directly movable — manage what's around it
Cycle & hormone optimizer set manually until Mira syncs
Read first
You’re on topical testosterone (2 pumps AM) + progesterone (0.54 PM) — your high total-T (0.58) and erythrocytosis (HCT 48.7) are most likely exogenous, not endogenous. You started the testosterone after your DUTCH test (so that DUTCH is your clean pre-T baseline); the progesterone is more recent. Reviewing the T dose is the first move before tuning anything phase-by-phase.
Cycle day 14Ovulatory
Last known period start: unknown — cycle length likely irregular per June 2026. Drag the slider to reflect where she actually is; tell Skippy the start date once known and this becomes automatic.
Protocol — Ovulatory
Tightens every cycle as Mira + daily feedback come in — the goal is a locked protocol per phase.
Mira hormone curves
Daily E3G · LH · PdGdevice on order
Daily estrogen (E3G), LH, and progesterone (PdG) curves will plot here once Mira arrives — overlaid on her cycle phase and against an optimal curve. Structure’s ready; turning the feed on is one step once the device lands.
Daily feedback from Gracie
Gracie’s morning check-in logs her felt-state + symptoms against her cycle phase; the protocol course-corrects from what actually helps. Awaiting first entries.
Individual markers full history · tap to chart
Cardiovascular / Lipids (genetic) — the headline, additive risk
Lp(a)
161nmol/L
single reading · Feb’26
opt <125 · genetic, diet-resistant
ApoB
77mg/dL
single reading · Feb’26
opt <90 · good
hs-CRP
0.3
Feb’25 0.48 → Nov’25 0.40 → Feb’26 0.3
excellent · low inflammation
Total cholesterol
147mg/dL
Feb’25 139 → Feb’26 147
functionally low for hormones
LDL-C
79mg/dL
Feb’25 69.7 → Feb’26 79
good range
HDL-C
54mg/dL
single reading · Feb’26
opt >60 for women · borderline
Triglycerides
56mg/dL
Feb’25 70.5 → Feb’26 56
excellent
LDL pattern
B
single reading · Feb’26
atherogenic — small/dense skew (LDL small 256, peak size 215.3Å)
Omega-3 index
5.3%
single reading · Feb’26
opt >5.5 · EPA low (0.3), Omega-6/3 ratio 7.3
Blood / CBC — erythrocytosis pattern
Hemoglobin
16.5g/dL (H)
single reading · Feb’26
opt 11.7–15.5 · male-range
Hematocrit
48.7% (H)
single reading · Feb’26
opt 35.9–46.0
RBC
5.13(H)
single reading · Feb’26
opt 3.80–5.10
MCV
94.9fL
Feb’25 94.3 → Feb’26 94.9
normal
Platelets
243K/µL
Feb’25 280 → Feb’26 243
normal
Likely driver: her own testosterone (0.58, above range) stimulating red-cell production — same mechanism as Nick's TRT-driven HCT. Needs a repeat draw to confirm the pattern.
Low endogenous estrogen (E2 1.71/total 34.7 below, AMH 0.60, FSH 4.7) plus low-normal endogenous androgens (T 2.90) — perimenopause profile. Her elevated serum total-T and erythrocytosis are exogenous (topical), confirmed against this baseline.
DUTCH Complete — estrogen metabolites & other markers (Nov’25)
2-OH-E1
8.54
single reading · Nov’25
protective pathway
4-OH-E1
0.57
single reading · Nov’25
minor pathway
16-OH-E1
1.04
single reading · Nov’25
proliferative pathway
2-Me-E1
4.46
single reading · Nov’25
methylated, protective
2-OH-E2
0.88
single reading · Nov’25
protective pathway
4-OH-E2
0.17
single reading · Nov’25
minor pathway
2-OH/16-OH ratio
8.21
single reading · Nov’25
protective skew — good
2-OH/4-OH ratio
14.98
single reading · Nov’25
opt 5.4–12.62 · above range
2-Me/2-OH ratio
0.52
single reading · Nov’25
methylation ratio
6-OH-melatonin-sulfate
14.3(low)
single reading · Nov’25
opt 10–85 · low-end
8-OHdG
2.3
single reading · Nov’25
clean oxidative stress — much better than Nick's 7.5
MMA (DUTCH)
1.1
single reading · Nov’25
B12 marker, normal
HVA
4.8
single reading · Nov’25
dopamine metabolite
VMA
2.3(low-end)
single reading · Nov’25
norepinephrine metabolite
Quinolinate
4.8
single reading · Nov’25
tryptophan metabolite
Full raw DUTCH Complete panel (Precision Analytical, collected Nov 3–4 2025, LMP Oct 18 2025, luteal) is her pre-topical-testosterone baseline — canonical source memory/lab-history.md.
homogeneous pattern — worth a follow-up autoimmune workup
eGFR
107.21mL/min/1.73m²
single reading · Feb’25
excellent kidney function
Gut / GI-MAP — organisms & function (Aug’23) — no repeat since
Citrobacter spp.
2.82e8(high)
single reading · Aug’23
ref <5.0e6 — overgrowth
Anti-gliadin IgA
197(high)
single reading · Aug’23
gluten reactivity
Elastase-1
>750
single reading · Aug’23
robust pancreatic function
Secretory IgA
779
single reading · Aug’23
robust mucosal immunity
Calprotectin
<dl
single reading · Aug’23
no intestinal inflammation
H. pylori
2.52e2
single reading · Aug’23
in range
Akkermansia (GI-MAP)
8.41e5
single reading · Aug’23
present — barrier-protector species
Firmicutes:Bacteroidetes
0.05(low)
single reading · Aug’23
very low Firmicutes (4.70e10)
Staph aureus
3.04e2
single reading · Aug’23
in range
Gut / Biomesight — microbiome & diversity (Dec’24)
Gut Wellness score
83.89%
single reading · Dec’24
Satisfactory
Diversity
84%
single reading · Dec’24
good
Probiotics
76.8%
single reading · Dec’24
good
Commensals
77.8%
single reading · Dec’24
good
Pathobionts
95%
single reading · Dec’24
favorable (higher = fewer pathobionts present)
Akkermansia (Biomesight)
6.119% (97th pct)
single reading · Dec’24
HIGH — strong barrier protection
Bifidobacterium
0.734% (low)
single reading · Dec’24
still low despite overall improvement
Blautia
6.18%
single reading · Dec’24
normal
Citrobacter overgrowth + gluten reactivity (2023) trending to "satisfactory" overall by late 2024, but Bifidobacterium still low. No repeat GI-MAP since 2023 — worth a follow-up given the DUTCH/hormone work in progress.
Age 10 · PANDAS/PANS + confirmed mold toxicity (Aspergillus). The molecular story: mycotoxins → fusaric acid blocks dopamine-β-hydroxylase → dopamine, norepinephrine and serotonin all suppressed → the OCD/anxiety loop. Two-year arc with Lauren Stone (Althea); paused April 2026 for cost, protocol continuing. June 2026: OCD substantially reduced, reconnecting with his pre-illness self. Diet: no gluten, no corn/tortillas/chips.
Protocol & recommendations
Noah’s protocol — PANS stack ↗
AMProdrome Neuro · L-lysine · mag threonate · Microbinate · Digestzyme · raw calcium · NAC · DFH multi ×2 · electrolyte gummy · Energy Bitz ×4 · fish oil · ADK
MiddayBinder Plus ×2 · Akkermansia · kids probiotics
Age 7 · gut + emotional — milder than Noah, same household exposures. Oct 2025: a severe emotional crisis traced to an antimicrobial die-off reaction on Lauren’s protocol — pulled off everything by Dec 2025. Since Jan 2026 she’s on oral BPC-157 + KPV peptides and has improved in gut and mood. MycoTOX never run despite the same mold history as Noah.
Protocol & recommendations
Willow’s protocol — BPC-157 + KPV ↗
AMAloe · marshmallow · fish oil · DFH multi · ¼ cap gut peptides · pinch glutamine
Keep antimicrobials gentle — she Herxed hard last time
Confidence/safety work alongside the Noah dynamic
Trialing electrolytes. Off Lauren’s antimicrobials since Dec 2025 — BPC-157/KPV run separately.
Priorities & action items
1
Rebuild the gut barrier — restore butyrate / Akkermansia
Went from present to absent — the biggest lever behind the declining IgA.
high
2
Recheck GI-MAP — confirm the peptides are holding
BPC-157 + KPV since Jan’26 — need current numbers to confirm the trend reversed.
med
3
Book the kids’ La Clicsa local draw
Unlocks the IgA/immunoglobulin panel + GI-MAP recheck.
med
4
Schedule a GI-MAP recheck
Rupa, once back in the US.
low
Pending tests (5) — tap to expand
La Clicsa now: serum total IgA + immunoglobulins — rule out selective IgA deficiency
ASO + Anti-DNase B titers
Mycoplasma IgM/IgG · EBV panel
CBC+diff · ferritin + iron · Vitamin D · hs-CRP
GI-MAP recheck (Rupa — back in the US)
Cellular Micronutrient Assay (CMA) — what her immune/GI battle is depleting
Food sensitivity panel — what specifically triggers her GI symptoms
Active experiments — how’s it going?
BPC-157 + KPV peptidessince Jan 26
Watching: gut + mood
One-new-thing-per-weekongoing
Watching: any regression when adding
SSR EBV boxes (all 3 levels)on hand, never started
Watching: not yet trialed — protocol specifics TBD
Goals & projections your targets, not lab ranges
Secretory IgA → >300267 and declining — gut immune defense low
Strep → <1,000persistent overgrowth, slowly coming down
Individual markers full history · tap to chart
Gut (GI-MAP, Sep’24→Aug’25) — trending wrong pre-peptides
Streptococcus
1950
Sep’24 2280 → Aug’25 1950
persistent, coming down slowly · same organism elevated in Noah
Morganella
9.03e4(high)
single reading · Aug’25
opt <1.00e4 · emerging opportunistic, new finding
Staph aureus
2.69e3(high)
single reading · Aug’25
opt <5.00e2 · ~5× · same organism elevated in Noah
Staphylococcus spp.
1.18e4(high)
single reading · Aug’25
opt <5.00e3 · ~2× · distinct from Staph aureus above
Fusobacterium
1.36e8(high)
single reading · Aug’25
opt <1.00e8 · inflammatory
Bacteroidetes
1.01e13
Sep’24 3.81e12 → Aug’25 1.01e13
dramatically worsened · F:B ratio ~0.03–0.07, Firmicutes nearly absent
Akkermansia
absent
Sep’24 present → Aug’25 absent
opt present · same loss as Noah
Secretory IgA
267
Sep’24 288 → Aug’25 267
opt >300 · low, declining
Zonulin
151
single reading · Aug’25
opt <175 · approaching the line
Calprotectin
in range
single reading · Aug’25
no inflammation signal · win
H. pylori
cleared
Sep’24 borderline → Aug’25 cleared
win
Candida
cleared
Sep’24 approaching upper limit → Aug’25 cleared
win
Emotional / mental — protocol-driven, resolved
Crisis status
resolved
Oct’25 crisis → improved since Jan’26
die-off reaction, not a relapse pattern
Mold — assumed exposed, same as Noah
MycoTOX
not tested
single status
status: treat, don’t test
Age ~15 · senior dachshund (Nick’s dog). Having health issues the family is actively working on — full intake pending. Current regimen, all given with food: peptides · Khavinson-type bioregulators · C60 (carbon-60 fullerene) · supplements. Vet visit Jun 24, 2026.
Still needed
Full intake — exact peptide/bioregulator/C60 doses, diet, weight, labs
Monday item 12399159428.
Business
Weekly revenue
—
latest P&L week
Net profit / wk
—
after all expenses
Gross margin
—
before internal team
Active clients
—
live · Monday
Active sidekicks
—
workforce
Need attention
—
clients at risk / monitoring
Open ROs
—
active recruiting reqs
Billable hrs / wk
—
@ avg rate
Stripe loan left
—
paydown
SaaS / mo
—
active subscriptions
Annual run-rate
—
revenue × 52
Sidekick payout/wk
—
contractor cost
🚩 Needs your judgment
The handful of things that actually require Nick — the rest is delegated.
⚠️ Clients to watch
Live — At Risk + Under Monitoring on the Hero Success board.
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📞 Work — next 14 days
Calls, meetings & business blocks only — family time filtered out.
“Total Billing” includes Nick’s own direct client hours. Nick was billing heavily earlier in the quarter and has tapered direct work during health recovery (~2 hrs/wk now) — so a meaningful share of the Mar→Jun revenue/hours dip is Nick stepping back, a deliberate founder-hours wind-down, not market loss. Sidekick (contractor) volume also eased modestly (cost ~$20.4k→$18.9k/wk). Net: read the decline as mostly intentional, with some sidekick softness to watch.
Revenue (billing)
—
Sidekick cost
—
contractor payout
Gross spread
—
revenue − sidekick cost
Net (after all exp)
—
After loan repay
—
true take-home
Stripe avail (live)
n/a
no live Stripe proxy in this app
This week — P&L waterfall
Revenue & net profit — full quarter (13 wks)
Stripe loan paydown
Key ratios
Avg billing rate
Billable hours / wk
Gross margin (pre-internal)
Net margin (after all exp)
Monthly revenue run-rate
Annual run-rate
Weekly payroll (SK + internal)
Internal team cost — trend & breakdown
The “Less: Internal team cost” line from the weekly P&L — ~$1,701/wk. Per-person breakdown below is pulled from the P&L’s “Internal team cost” tab (weekly hours × each person’s internal rate).
SaaS subscriptions
Live from the Tools & Subscriptions board — the tech-stack-minimization target.
Tool
Category
Plan
Card
$/mo
Open
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Client status mix
By board group (excl. archived).
New clients added / month
Acquisition cadence (by record creation date).
Client roster
Client
Status
Stage
Health
HSM
Open
Loading…
Active
—
Onboarding
—
At risk / paused
—
Clients : sidekicks
—
active ratio
Sidekick status
Top clients by sidekick count
Where the workforce is concentrated.
Active workforce
Active + onboarding only. Hrs = actual worked hours from Time Doctor (latest week big, prior week small) — “—” means no hours logged the last two weeks (a flag the placement may be inactive). ⚠︎ combined = sidekick works multiple heroes and Time Doctor only gave us their total; the per-hero split is being pulled and will replace it. Refreshes Thursdays.
Sidekick
Client
Role
Status
Hrs (wk)
SSM
Open
Loading…
Active clients
—
with live sidekicks
Active sidekicks
—
Contracted hrs/wk
—
≈ billable book
Top client share
—
of total hours
📌 Why hours, not dollars
Exact per-client $ profit lives in the weekly Xero P&L’s per-client tab (not cheaply extractable here), and the Monday sidekick rate fields are too gappy to compute reliably — many are codes (SR8/CR13) or blank, which is why a dollar view mis-stated big accounts like Spatial Vision. Billable hours per client is accurate and is the real revenue driver — so this ranks your book by hours (≈ share of revenue). Names are merged (e.g. both Paul Davis Restoration variants → one NV account; Indiana shown separately). Want true $-margin per client? Wire it if finance exposes the per-client tab as a clean feed.
Per-client footprint — by billable hours
Client
Active SKs
Hrs / wk
Share of book
Loading…
Open ROs
—
active recruiting reqs
High priority
—
Filled (Wins)
—
Oldest open
—
days since added
🔴 Open ROs
Live from the Requisition Order Tracker 2.0 board — genuinely active reqs only (excludes the evergreen “General – role” templates, filled Wins, and deprioritized). Click to open in Monday.
RO (client – role)
Stage
Priority
Needs
Days open
Open
Loading…
Recently filled — Wins
ROs marked Done on the tracker.
RO (client – role)
Added
Open
Loading…
Active flags
Inbound & replies owed
My Work — on deck this week
Live — your tasks due by end of this week (incl. overdue). Opens the item in Monday.
Loading live from Monday…
Live from “TASKS: Recruitment” + “TASKS: Hero/Sidekick Success” boards — open items assigned to Nick, due this week. Nick’s Mind stays Personal (see To-Do tab); these two boards are the Professional/Business task pool.
Work calendar — next 14 days
Business only — one-off calls, client meetings & work blocks. Family/recurring personal time filtered out.
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Internal team cost
Per-person cost for the most recent week (weekly hours × internal rate), from the P&L internal-cost tab.
Team roster
Nick DeckCEO / Owner
High-level direction, strategic relationships, new client closes, escalation approvals.
Mae TayerOps Manager / Chief of Staff
Day-to-day ops, Nick’s calendar & tasks, standups, client comms. Also placed as Sidekick with Mitt Ray, Christian Shane, TJE Communications.
Dean YapClient Success / Account Manager
Primary client relationships (esp. Paul Davis, Aspen Ridge). Onboarding, invoice corrections, offboarding, escalations. Weekly Thu call with Nick.
Dindin GabalesRecruitment / Talent Acquisition
Sources, screens, endorses Sidekick candidates. Married to Dean.