Memory Bank

All outbound email from websites, Lambda form handlers, cron jobs, and any Dispatch-owned infrastructure MUST use Google Gmail API via service account impersonation. Never AWS SES. Never SMTP. Never nodemailer. Never any other provider.

This folder is home. Treat it that way.

You are Travis Piepho's operations agent for Prospectr Digital, a Minneapolis-based B2B lead generation and marketing agency serving 200+ active clients across 40+ verticals. You also support Lighting Partners (franchise system) and Every D

- **Name:** Travis Piepho

Skills define _how_ tools work. This file is for _your_ specifics - the stuff that's unique to your setup.

- **Name:** Dispatch

- Scan lindsey@prospectrdigital.com for unread emails (last 12h)

- Started: 222 unread (fetched 300 via API - includes messages received after triage started)

**Run time:** 2026-06-17 06:00:20 CDT

- Lambda v2 (`aria-concierge-proxy:2`) - franchise mapping, visitor follow-up email, internal notify, token-truncation fix, max_tokens 900→1200

**Run time:** 2026-06-16 06:00:54 CDT

ALL outbound email from websites and Lambda form handlers MUST route through the Google Gmail API via service account impersonation. Never SES. Never SMTP. Never any other provider.

**Run time:** 2026-06-15 06:00:52 CDT

1. **sandbox.backend = "local"** -- no local plugin on AWS Fargate. Fixed: mode=off, backend=none in EFS platform.json.

**Run time:** 2026-06-14 06:00:58 CDT

**Time:** 2026-06-13 04:30 CT (Saturday)

**Run time:** 2026-06-13 06:00:11 CDT

Processed 8 unread emails from Travis. All marked read, all replied.

- Troy forwarded email introducing Jay Williams, Reed Hrynewich, Billy Edick (renewedhomesmi.com / Abundant Life Homes)

**Run time:** 2026-06-12 06:00:04 CDT

After Travis flagged "all the pictures are the same on the website", completed B → D plan:

**Run time:** 2026-06-11 13:28:29 CDT

**Travis directive (audio note 7:45 CDT):**

- Travis approved "go with all suggestions" at 08:45

**Run time:** 2026-06-10 06:01:09 CT

**2 unread emails processed:**

**Run time:** 2026-06-09 17:21:11 CDT

**Generated:** 2026-06-08 09:01 PM CT

**Run time:** 2026-06-07 21:00 CDT

**2 unread emails processed** - same thread (Invoice 9966760520 / Five Star Painting)

**Run time:** 2026-06-07 02:00 UTC (2026-06-06 9:00 PM CT, cron trigger)

Processed 3 unread emails from dispatch@prospectrdigital.com:

**Run time:** 2026-06-05 21:01 CT

- **38 unread emails** in dispatch@prospectrdigital.com processed

**Run time:** 2026-06-04 21:01:44 CDT

All 10 missing pages built and deployed to Amplify (job 18, SUCCEED):

**Run time:** 2026-06-03 21:00:51 CDT

**Generated:** 2026-06-02 21:00 CT

**Run time:** 2026-06-01 ~21:00 CT (cron: ed19209d)

Pushed `platform-enterprise-multitenancy-agent:dispatch-v2` from private ECR (973168820858) to ECR Public.

**Date:** 2026-05-30 (Saturday)

**3 unread emails in dispatch@prospectrdigital.com - all processed**

This is the durable handoff so post-compaction Dispatch has full continuity.

Sub-agents (most recently the sandbox build agent on May 29) had a pattern of embedding GitHub PATs directly in `.git/config` `[remote "origin"] url = https://oauth2:TOKEN@github.com/...`. This put credentials in plaintext inside every clon

**Run time:** 2026-05-30 21:00 CT

Rick Alba (Microsoft, RAlba@outlook.com) ran Sovereign intake wizard last night on Azure path. Sent 12-issue feedback .docx via OneDrive. Top complaint: **stuck on Step 9 - couldn't progress past credential screen** despite filling fields.

- **Cron job:** Marissa Daily Call Audit (ed19209d-bd21-444e-b528-06a5445d25cf)

- Model at session start: `anthropic/claude-sonnet-4-6` (not Opus - main session should be Opus per directive)

**Date:** 2026-05-27

- Walked Kelly through partner-sharing CertaPro Grand Haven page into your BM

**Date audited:** 2026-05-26 (Tuesday)

**Run time:** 2026-05-26 21:01:06 CT

- Realm: 9341452728281201 (Freedom Flooring and Design)

**Run:** 2026-05-25T21:01:22.577906-05:00

**Calls today:** 1 valid call | 0 notification emails sent | 1 EMAIL_MISSING

**Run time:** 2026-05-24 21:00 CT

- `/agreement` - new page (was `/mastermind-agreement`). Covers ALL Sovereign purchases: Mastermind, DFY, Retainer. No DRAFT banner. Binding as of 2026-05-22. Travis directive: all transactions on-site and off-site bound by this agreement.

**Freedom Flooring Retell AI Calls - TODAY**

**Detected at:** 9:00 PM CT (nightly audit cron)

**Retell calls today (since midnight CT):** 1

- Removed at Travis request: Dispatch Inbox Monitor, Brett Daily Summary (later restored at 1-hr / weekday 6 PM PT)

**Context:** Travis called Marissa twice this morning. Zero emails. Yesterday's "fix" was wrong.

**Context:** Marissa went live as the Freedom Flooring Retell voice agent. Travis ran live test calls throughout the day. Multiple defects surfaced; Dispatch repeatedly claimed "fixed" without doing a full root-cause audit first. Travis end

- Created **134 `oc_*` custom fields** in GHL location `qXB4Y2g9RRP7z2TRMe74` (Prospectr Marketing Inc) via PIT

1. **Audio transcription**

1. **QBO Payment Notification** (ID: 19e21eaa235be8d6)

- 2 unread emails in dispatch@prospectrdigital.com

- QBO invoices checked: 73

**Run:** 2026-05-24 10:14 CT

Troy is deploying Sovereign across 4 companies: **CertaPro Grand Haven, CertaPro Kalamazoo, Flat Roof Waterproofing, Freedom Flooring**.

**Date:** 2026-05-29

**Audit Date:** April 10, 2026

**Report Date:** May 3, 2026

**Apply this patch on top of:** `Sovereign_Build_Handoff.md` (the original v1 handoff)

**For:** Claude Code / Clawbot (executing agent)

**Project:** `sovereign.prospectrdigital.com`

**Auditor's TL;DR:** WAIT, fix 6 cheap items, then GO.

**Run:** 2026-05-12 23:38:23 UTC - DRY RUN

**Date:** 2026-05-12

**Date:** 2026-06-03

Travis sent a comprehensive Master Brief email on March 26, 2026 with follow-up task assignments on March 27. This defines the entire operating playbook for April 2026 and beyond, including copy refreshes, intelligence briefs, AI prompts, i

**PASTE THIS ENTIRE PROMPT INTO CLAUDE. Fill in the bracketed fields from the LB Client Guide before submitting.**

**Source:** dispatch@ inbox, thread: "Re: Lead Pipeline Automation - Need Spreadsheet Access & SOP Details"

Generated: April 13, 2026 by Dispatch

**Purpose:** Single shared file where any subordinate Dispatch instance reports start/end of significant work, so the master orchestrator has full visibility.

**Date:** 2026-05-29

*Stored 2026-04-03 per Travis's request*

**Source:** Mika Jugovich (jugovich.consulting) → Travis email "Re: Websites" 09:35 CDT.

**Trigger:** Travis directive after 4/5 smoke campaigns shipped nationwide data instead of state-filtered. Diagnosis: state_hint dropped to null when it should have come from client_states in the query sheet.

**Date:** 2026-05-13 ~15:39 UTC (10:39 CDT)

**Date:** 2026-05-13 ~14:23 UTC (09:23 CDT)

**Date:** 2026-05-13 ~13:46 UTC (08:46 CDT)

**Date:** 2026-05-13 ~16:56 UTC (11:56 CDT)

Owner: Dispatch subagent (label: data-pipeline-v2-build)

All commands in this file assume repo root:

Root workspace config:

This inventory documents jobs and schedules that exist in source today. It

Use this prompt when starting a new LLM coding agent in `data-ops`.

The legacy source system was a Windows Server / SQL Server 2017 environment run

`data-ops` is a backend orchestration and data-processing repo. It sits between

1. Read `AGENTS.md`.

This directory is the handoff package for an LLM coding agent working in the

**Trigger:** Travis directive after reviewing actual Anthropic cost report (May 1-7 = $1,148, $4,919/mo run-rate).

Last updated: 2026-06-12

Source: sub-agent `from_email_unmapped_scan_and_execute` reacting to Travis's 14:09 CT pushback:

**Started:** 2026-05-12 23:37 UTC

**Completed:** 2026-05-12 ~23:44 UTC

Drafted from `lindsey@prospectrdigital.com` to each client. All saved as Gmail DRAFTS - none sent.

**Prepared by Dispatch | April 22, 2026 | Data: March 22 - April 22, 2026**

**Source:** Instantly lifetime analytics pulled April 22, 2026

- Pulled Instantly analytics for Apr 6-13, 2026

BOUNCE RATE TREND ANALYSIS - APRIL 2026 MTD

**Date:** 2026-05-29

**Date:** 2026-05-29

**Owner:** Travis Piepho

**Date:** 2026-06-02

**Generated:** Fri 2026-05-29 14:11 CDT

**Started:** 2026-05-12

Wired the live Aria AI chat widget into all 8 Lighting Partners regional sandboxes and the flat-roof-waterproof sandbox. Created LP-branded widget variant, built LP knowledge base, added `lighting-partners` scope to Lambda, and deployed all

**Date:** April 22, 2026

2026-06-11 SBP SOW (brand-aligned v2) Documenso doc #6 Gmail draft r-6997908848111093075 Travis to press send in Documenso UI

**Status:** Credentials secured April 10, 2026. Query parameter SOP pending from Owais (due EOD Monday April 14, 2026).

**Date confirmed:** 2026-05-24 by Travis

*Original: Owais Ansari, April 16, 2026 | Updated: April 16, 2026 with Travis directives*

PROSPECTR DIGITAL

This supersedes the original Troy_Hacker_ClawBot_Reporting_SOP_v1.md scope. Original SOP covered RevEngine + Meta + Google Ads + LSA + GA4 + GBP. Travis added six more sources May 23.

Last updated: 2026-05-23 17:35 CDT

- Pre-call research document = **"First Look"** (e.g., "First Look - Three Sons Window & Door")

**Full Name:** Travis Piepho

d# Telegram - Travis Instructions & Decisions (Apr 1-8 2026)

- Stratus NJ SOW drafted and delivered (email + calling + GBP/AEO)

- **Rapid-fire directives** - sends 5-10 task instructions in quick succession

**Written:** 2026-06-13 · **Purpose:** Quick reference for recovery, handoffs, and anyone new to the system

1. **Observational/local opener** - "I was in [city] visiting clients", "I noticed a lot of businesses..."

When you hit an "AI service temporarily overloaded" or any API error:

**READ THIS FIRST AFTER COMPACT. Then check the inbound message for whichever directive Travis just sent.**

```

**Status:** APPROVED - Travis provided BOLD edits April 24, 2026 on thread 19dbf95f66eedee6.

This file contains operational SOPs for Prospectr Digital. Dispatch and team reference these for consistency.

- **Price:** $600-$1,000/month base + $200/lead (PPL)

*Saved from Travis's email "Fwd: Saber, this took me by surprise" - April 8, 2026*

*Draft for Travis review - due Monday 4/21*

*Locked in: April 19, 2026 | Authored: Dispatch (Opus 4.6)*

```

**4-tier smart routing. Match task to model. Stay in budget so Dispatch keeps shipping.**

**Last updated: 2026-06-17 06:05 CDT**

**Last verified:** 2026-05-24

**Directive from Malay Moliya, April 22-23, 2026**

**V2 Base URL (PRIMARY):** `https://api.prospectrdigital.com/api/v1`

**V2 API Base URL (LIVE as of May 4, 2026):** https://api.prospectrdigital.com/api/v1 - requires `X-API-Key` header

**Status:** PENDING MANUAL - SiteGround Robot Challenge blocks server-side automation on 4/7 sites. Oxygen Builder stores content in postmeta (not WP REST API). Manual edits via Oxygen Builder are fastest path this week.

Source: Travis's March 18, 2026 email to Ryan & Jeremy

**Task:** Lighting Partners - franchise proforma finalization + follow-up sequences

- Sonnet sub-agent built `/root/.platform/workspace/lp-franchise-template/`

*Last updated: April 20, 2026*

*Established April 17, 2026*

Lindsey Brown reviewed the first completed briefs (e.g., Black Dawg Sealcoat, 5 Star Painting El Paso) and provided these suggestions.

From: Travis Piepho <travis@lightingpartnersllc.com>

**Status: DRAFT - Pending review by Lindsey Brown, Ryan Doheny + Travis Piepho**

**Created:** 2026-04-13

Source: Owais Ansari reply on "New Lead - Lungren Co." thread (April 16, 2026)

**Date:** May 11, 2026 ~13:30 CDT

**Authored by Dispatch on Travis's instruction**

Build workflows in GHL via Playwright browser automation. The GHL REST API does NOT support workflow creation - UI only.

- CEO-level summary - not granular call logs

*Source: Owais Ansari, April 6 2026*

Dispatch operates GHL like a human expert operator. When Travis asks for anything GHL-related:

This SOP documents how to navigate GHL (GoHighLevel / RevEngine) to take screenshots of outbound call reports for calling clients.

| Workflow | Status | Enrolled | Doc Match |

Source: Email from Dan Piepho (dan@everydetailsolar.com), April 10, 2026 09:55 CT

**Date:** 2026-04-18

Dispatch is Travis's co-strategist, not a task runner. Every action should move Prospectr toward $3M ARR in 2026 (up from $1.7M). Think like a senior operations leader with 19 years of context.

**Version:** 2.2

/model anthropic/claude-opus-4-6

**Window:** May 8 05:04 UTC - 13:04 UTC (midnight CT - 8:04 AM CT)

**Last Updated:** 2026-04-18 (Architecture Sprint email from Travis)

**Created:** April 30, 2026 - Travis directive ("Malay really need guidance on sop for dispatch please")

**Window:** May 8 18:00-23:00 UTC | 13 emails reviewed | 0 external exposure | 6 violation categories | 3 corrections sent

This file captures key operational knowledge, client context, and patterns that Dispatch sub-agents need to operate effectively. READ THIS alongside DISPATCH_CAPABILITIES.md.

Dispatch has repeatedly sent 3+ replies on the same email thread within minutes. This makes us look unprofessional and confuses recipients. This MUST stop.

1. Anthropic billing ran out mid-session while Dispatch was doing QBO work for EDS

**NEVER auto-deliver anything to clients.** No exceptions. No 1-hour timers. No pending delivery flows.

Everything Dispatch has done. Learn from what worked and what didn't.

**Created:** May 4, 2026 | **Travis approved:** pending final "approved" reply

*Finalized: April 20, 2026 | Sources: Malay Moliya testing + Travis directives*

Original brief: Travis DM #21365 + #21366 (Phases 0-5, 13-property portfolio per Entity Canon).

- Pages audited: 10 b2b + 9 EDS (19 total)

One **API Token** (not Global API Key - don't share that). Scope it to **all zones** under the Prospectr Cloudflare account so Dispatch can do DNS for any client domain we add, not just the ones we have today.

This document captures the actual operational patterns for managing Prospectr's 200+ client accounts, extracted from email behavior across all team members.

*Established: April 21, 2026 - Lindsey Brown directive*

- **LB Client Guide Col E** - Contains links to signed SOWs/contracts

Travis uses Claude (Anthropic's chat interface at claude.ai) as his strategic partner for deep work - SOWs, strategy docs, campaign copy, portfolio analysis, Asana project builds, and Prompt A development. Everything built in Claude is refe

- **Reply rate < 1%** after 500+ sends

1. **Intelligence Brief created** via Prompt A v2 (13 sections)

**Source:** Stratus of Twin Cities thread (19dda20a85e7d8ce), Travis email 12:29 PM CT

1. **LB Client Guide → Notes (Col F):** Industries of emphasis AND do-not-want industries. This is the FIRST layer. GOSPEL.

Monitor travis@prospectrdigital.com for replies saying "yes" (or affirmative) to the brief outreach emails. Subject pattern: variations of the outreach subject line.

This is the systematized workflow for generating Intelligence Briefs from the LB Client Guide and deploying copy into Instantly campaigns. This is our core production pipeline.

**Date:** 2026-05-25 10:30 CT

**Sub-account:** Renova (`mSfEbgexzQoiKEcnwX9T`)

**Workflows built today: 10 of 11 fully complete, 1 needs 1 manual click**

Every change to the Renova GHL instance is logged here.

**Date:** 2026-05-24 | **Location:** `mSfEbgexzQoiKEcnwX9T`

**Date:** 2026-05-24 (Sat)

Travis directive on 2026-05-25 10:55 CDT: "Go with all and just make the call. I'll add Pedro's number personally later this week."

**Date:** 2026-05-25 10:30 CT

**Prepared by:** Travis Piepho, Prospectr Digital

- **Standard rate:** $200/qualified lead

*Compiled: April 28, 2026 | Source: Gmail threads from Connie, Steve, Eric - April 2026 only*

**Date:** 2026-05-18

Master list of client contacts and email recipients per account.