AI Agent Tools — Execute Skills On Demand
Agency At a Glance — 2026
Current MRR
$8,650
ASLP $4,583 · FVP $4,067
2026 Run-Rate ARR
$104K
43% of $240K target
Active Clients
5
Fox Valley · All South · J Squared · OTP · iCare
Gross Margin
>93%
~$569/mo expenses · $8,081 net
Concentration Risk
53%
All South $4,583 of $8,650 · Target <25%
Acquisition Readiness
~20%
Target 80% by 2028
5-Year Revenue Roadmap
Target: $5M ARR by 2030
$240K
2026 · NOW
$720K
2027
$1.8M
2028 · Acq-Ready
$5M
2030 · Target
Client Revenue
Active Retainers5 clients
All South Lightning Protection
$4,583
/mo ($55K/yr)
Fox Valley Plumbing & Backflow
$4,067
/mo ($48.8K/yr)
J Squared Connect
$350
/mo
Out the Pen LLC
Project
iCare Foundation
Non-profit
Current MRR
$103,800 ARR · 43% of $240K target
Infrastructure & Monitoring
All Assets — UptimeRobot
View Live Status →
All South Lightning — Main Site
Corey Reeder
Fox Valley Plumbing & Backflow
iCare Foundation
J Squared Plumbing
Hetzner Bot Server
n8n Self-Hosted
NicheFinders.ai
Out the Pen
talent.nichefinders.ai
All South Brain
Theory of Constraints — Active Bottlenecks
Fix #1 First — AlwaysConstraint #1 Active
1
Corey Dependency
Every deliverable, decision, and sale runs through Corey.
→ SOPs per dept + Isaiah/Rhonda own execution
→ SOPs per dept + Isaiah/Rhonda own execution
2
No Inbound Pipeline
Site + blog live. No indexed content yet. Zero organic leads.
→ 2 posts/mo + submit sitemap to Google Search Console
→ 2 posts/mo + submit sitemap to Google Search Console
3
AIOS Not Productized
Every install custom. Isaiah can't deploy without Corey.
→ 3-tier playbook + build packet SOP
→ 3-tier playbook + build packet SOP
4
Client Concentration Risk
All South = 69% revenue. One churn = crisis.
→ 2 new clients by Q3 2026
→ 2 new clients by Q3 2026
5
No Clean P&L
Can't be acquired without 3 years of clean books.
→ Monthly tracker discipline
→ Monthly tracker discipline
Critical Actions — Q2 2026
To-Do TrackerFull list: TO-DOS.md
Apply May 18
iCare — Apply for Bank of America RFP
NPO Hub ✅ done May 7 · RFP opens May 18 · Deadline Jun 29
Security
ASLP Azure Client Secret Rotation
Corey · Secret exposed April · Rotate in Azure portal now
Overdue
FVP April Monthly Performance Report
Corey · Due · GSC file on Desktop · Do before CRO report
Overdue
FVP CRO / Heatmap Report
Corey · Overdue since Apr 23 · Clarity data ready
Done
Fix 3 cold calling n8n workflows (Day 1 funnel)
Corey · 5/15 · hostname + table ID fixed
Urgent
Fund Telnyx $5 — unblocks voice agent (Day 2 funnel)
icaregives@gmail.com + nichefindersai@gmail.com · $0 balance = "user busy"
Publish
ASLP GBP Posts — Sunrise: 7 ready to publish
Corey · Sunrise images awaited · JAX blocked on GBP auth
Action Required
ASLP Email Triage V3 — Activate in n8n
Corey · Open n8n → Execute "All South — AIOS — Email Triage V3" → check logs → toggle active → re-enable Error Handler kh1g6XbzSjr3gTDk
Build
Funnel + Tracking Build — 17-session plan active
Must complete before scaling traffic or cold calls · See project_funnel_build_plan.md
Follow Up
Hunter Claims · $1,800/mo verbal agreed
Corey · May 7 verbal · No contact since May 7 · Follow up now
Done
n8n Workflow Tagging — 17 workflows renamed + tagged
Corey · 5/15 · 13 tags, naming SOP live
Done
NocoDB PROSPECTS Table + Airtable Migration
Corey · 5/15 · 13 fields, 4 records, Airtable emptied
Done
Add UptimeRobot monitors — all clients + infra
Corey · 4/26
Done
Deploy nichefinders.ai
Rhonda · 4/29
Done
Build talent.nichefinders.ai assessment portal
Isaiah + Corey · 4/27
Q2/Q3
Close 2nd AIOS client · $2,500–$8,500/mo
Corey + Salesmen
Team
CR
Corey Reeder
CEO · AI Strategist · Closer
↳ Strategy, sales, client relationships
RR
Rhonda Reeder
Co-Owner · Web Dev · iCare President
↳ All web builds, end-to-end
IR
Isaiah Reeder
Lead AI Automation
↳ Tackle → Standardize → Delegate
?
AI Developer — Hiring
50+ applicants · Portal pending
↳ Craftsman profile · NDA required
AIOS Sales Pipeline
Pipeline StagesTarget: 2 new/quarter
Awareness—
Interest—
Application—
Discovery Call—
Proposal Sent—
Follow-Up1
Hunter Claims LLC
Verbal $1,800/mo · May 7 · Awaiting HC internal decision
Closed Won0
Follow up with Hunter Claims this week.
Monthly Expenses
Cost Breakdown~$569/mo total
Claude / Anthropic API
~$518
n8n Cloud
$0
DigitalOcean
$20
Screaming Frog
~$25
Hetzner CX22
~$6
Total
~$569
Gross margin >93% · Every dollar tracked in FINANCIAL_TRACKER.md
Daily Delivery Queue — All Contracted Deliverables
Fox Valley Plumbing & Backflow
AT RISK
SEO
OVERDUE
CRO / Heatmap Report
Overdue since Apr 23 · Clarity data available · Write now
Overdue
April Performance Report
Overdue · GSC file on Desktop · Do before CRO report
On Track
Blogs — May W1–W2 published
W3–W4 due May 31
On Track
Backlinks — Current through May 15
10+/mo contracted · Q2 current · Next batch May 31
Needed
Service Pages Audit
One-time deliverable · Not started
Queued
Q2 Press Release
Due Jun 30
PPC
Active
Google Ads — Campaign Management
Ongoing · Monitor weekly
Social Media
Current
Posts current through May 15
Next batch May 16–31
All South Lightning Protection
ATTENTION
SEO
Publish
GBP Posts — Sunrise: 7 ready · JAX: 7 on hold (auth)
Sunrise publish now · Jacksonville blocked on GBP auth
On Track
Blogs — May W1–W2 published
W3–W4 due May 31
On Track
Backlinks — Current through May 15
15-30/quarter contracted · Q2 current · Next May 31
Behind
Citations — 0 built · Plan approved
Plan ready · Not executing · Start this week
Audit
WordPress Maintenance
Status unknown · Audit needed
Queued
Q2 Press Release
Due Jun 30
PPC
Active
Google Ads (LSA / PMax / Search)
Ongoing · Monitor weekly
Social Media
Current
Posts current through May 15
Next batch May 16–31
AI OS
Live
Business Brain v2
Live May 13 · NIM embeddings · 124 chunks / 12 files
Paused
Email Triage V1 + V2
Paused · Superseded by V3 · Delete V1 after V3 stable · Error Handler PAUSED — re-enable manually
Awaiting Test
Email Triage V3 ✅ BUILT — B1e0Gnd99ZupHts4 · 15 nodes · INACTIVE
Deployed May 16 · Codex reviewed · Telegram preview wired (Corey) · Chuck's Telegram ~2 weeks · Corey must Execute + activate in n8n UI
Security
Azure Client Secret Rotation
Secret exposed April · Rotate immediately in Azure portal
Done
Week 7 Session Log ✅
Updated May 15 — V3 plan, triage rules, Resend setup all logged
Out the Pen LLC
HOLD
Pending
Stripe Integration
Awaiting client go-live signal
Live
therealoutthepen.com
Local deploy workflow active · 68 E2E tests passing · May 16
iCare Foundation
STALLED
Stalled
Content Audit — 17 of 32 pages
Awaiting client input to continue
Blocked
H&W Banner
Blocked · Client to provide photo
Apply May 18
Bank of America RFP — Apply When Opens
NPO Hub ✅ registered May 7 · RFP opens May 18 · Deadline Jun 29
J Squared Connect
STABLE
Live
jsquaredconnect.com — Hosting Only
IONOS · Kaynecia · 3-year client · No active deliverables
Monitor
UptimeRobot Active
Renewal tracking · No scope changes
Corey Reeder — Personal Brand
COMPLETE
Live
coreyreeder.com — Fully Deployed
All blockers resolved · GSC connected · Sitemap submitted
Live
Resend Email Verified
Sending live · coreyreeder.com domain
Future
Digital NicheFinders Brand Content
Social brand not yet active · No current deliverables
Agency — Internal Deliverables
BEHIND
Sales Funnel
Deploy Now
Website Chatbot
Built in n8n May 15 · Install on nichefinders.ai
Queued
Book-a-Call Flow
→ NocoDB + Telegram + Resend · Build after chatbot
Blocked
Voice AI (Telnyx)
$0 balance · Add $5 to both accounts
Fixed
Cold Calling Machine
3 workflows fixed May 15 · hostname + table ID · Resend sequence next (Day 6)
Pipeline / CRM
Done
NocoDB PROSPECTS Table
✅ LIVE May 15 — 13 fields, 4 records, Airtable emptied
Queued
Pipeline Builder Skill
Claude skill for populating NocoDB from any source
Done
Prospect → NocoDB Migration
✅ DONE May 15 — 4 records migrated, Airtable emptied
Done
n8n Workflow Tagging + Naming SOP
✅ COMPLETE May 15 — 17 workflows renamed + tagged, SOP live
Growth & Content
Dead
LinkedIn — 0 posts in May
Agency brand going dark · Build workflow first
Behind
Agency Blog — 0 posts in May
8 posts live · Cadence stalled
Queued
n8n Content Workflow
Not built · Prerequisite for LinkedIn + blog cadence
Ops & Infra
Follow Up
Hunter Claims — $1,800/mo verbal
Awaiting HC internal decision · May 7 done
Live
AIOS Invoicing Cron
Auto-sends $2,500 on 1st of month
Queued
Infra Consolidation
Vercel $20/mo → Netlify · Drop wasted spend
Queued
ECC Full Skills Install
affaan-m/everything-claude-code · 183K stars · Dedicated session
Audit
Oracle Cloud — 129.80.92.76
Confirm if ACC server still in use · Possibly vestigial
Approved
Syncthing Mac→Hetzner Backup
Approved · Not yet deployed · $0
Social Publishing — Zernio Connection Status
Zernio — All Accounts & Clients
ACTION NEEDED
Agency — Nichefinders
Connected
Google Business Profile
nichefinders.ai GBP · Active
Connected
LinkedIn
Agency LinkedIn page · Active
Missing
Instagram + Facebook + X
Not connected · Requires Build plan ($16/mo) + browser OAuth
All South Lightning
Missing
Instagram + Facebook
Not connected · Client credentials needed · Browser OAuth
Missing
GBP Sunrise + JAX
Sunrise: Auth accessible · JAX: GBP auth issue (separate blocker)
Workspace: "All South Lightning Protection" · Needs Build plan seat
Fox Valley Plumbing
Missing
Instagram + Facebook
Not connected · Client credentials needed · Browser OAuth
Missing
Google Business Profile
Not connected · Browser OAuth required
Workspace: "Fox Valley Plumbing" · Needs Build plan seat
Blocker: Free tier = 2 profiles max. Upgrade Zernio to Build plan ($16/mo) → create 3 workspaces → client OAuth in browser → update skill with profile IDs.
Prospect Pipeline — All Active & Warm Leads
Pipeline — 5 Prospects
Target: 2 new clients by Q3 2026
Hot / Warm
Verbal
Hunter Claims LLC — $1,800/mo
PA firm, Tampa · May 7 meeting done · Awaiting HC internal decision
Active Build
Foundation 317 — TaxRoll Pro
208/208 tests · Blocker: total_taxes_owed = 0 unverified · IONOS ACC server
Needs Action
No Call
Face Down Women's Prayer
Presentation built · No discovery call scheduled · Action needed
No Call
Temple of Praise
Presentation built · No contact scheduled · Action needed
On Hold
JB Factory Flooring
On hold since Jan 2025 · Re-engage or close
Tech & Ops Backlog — Everything Untracked
iCare + Sales
URGENT ITEM
Apply May 18
iCare — Bank of America RFP
NPO Hub ✅ registered May 7 · RFP opens May 18 · Deadline Jun 29
Unknown
Sales Training Dashboard
30-day cert + dashboard built · Status of active trainees unclear
Queued
Hetzner CX22 → CX32 Upgrade
RAM needed for self-hosted Milvus · Low priority until needed
Google Ads + Pending Tools
PENDING
Pending
Google Ads MCP — Basic Access
MCC 393-820-9490 · Applied ~May 7 · Still pending approval
Queued
ECC Full Skills Install
affaan-m/everything-claude-code · 183K stars · Deserves own session
Audit
Oracle Cloud — ACC Server
129.80.92.76:3141 · Confirm in use or decommission
Approved
Syncthing — Mac→Hetzner Backup
Approved, not deployed · $0 · P2P file sync
n8n Automation Health
Live Workflow Status
Activate: add N8N_API_KEY to the script below, then reload.
Live Links — Everything We Own or Manage
Agency
NicheFinders.ai
nichefinders.ai
Corey Reeder Personal
coreyreeder.com
Talent Portal
talent.nichefinders.ai
n8n Self-Hosted
n8n.nichefinders.ai
Client Websites
All South Lightning Protection
allsouthlightningprotection.com
Fox Valley Plumbing & Backflow
foxvalleyplumbing.com
iCare Foundation
icaregives.org
Out the Pen LLC
therealoutthepen.com
J Squared Connect
jsquaredconnect.com
Fox Valley — SEO Portal
Main Dashboard
fox-valley-plumbing/
GBP Audit
GBP_Audit.html
GBP Optimization Checklist
GBP_Optimization_Checklist.html
Website Optimization Roadmap
Website_Optimization_Roadmap.html
LLM Visibility Analysis
LLM_Visibility_Analysis.html
Local Dominator Rankings
LOCAL_DOMINATOR_BASELINE_JAN_2026.html
Service FAQs
Service_FAQs.html
Press Release Intake
Press_Release_Intake.html
Monthly Report — Feb 2026
2026-02/
Monthly Report — Mar 2026
2026-03/
All South — SEO Portal
Main Dashboard
all-south-lightning/
GBP Audit (Multi-Location)
GBP_Audit.html
Local SEO Roadmap
Local_SEO_Roadmap.html
LLM Visibility Analysis
LLM_Visibility_Analysis.html
Tampa Keywords
Tampa_Keywords.html
GBP Copy Kit v2.0
GBP_UPDATE_CONTENT_AGENCY.html
Press Release Intake
Press_Release_Intake.html
February 2026 Deliverables
February_2026_Deliverables.html
All South — AI OS Partner Portal
Program Dashboard
all-south-lightning-aios/
Week 2 Session Agenda
AIOS_Week2_Agenda.html
Infrastructure & Dashboards
UptimeRobot Dashboard
dashboard.uptimerobot.com
All South Brain (Open WebUI)
178.128.154.39:3000 · DigitalOcean
All South Brain (n8n)
178.128.154.39:5678 · DigitalOcean
Hetzner Server
46.225.114.169 · Telegram bot · n8n
brain.allsouthlightningprotection.com
All South AIOS Brain subdomain
GitHub Repos
Client Portals Repo
github.com/Nichefinder1/client-portals
NicheFinders.ai Website
github.com/Nichefinder1/nichefinders-website
iCare Foundation
github.com/iCareGives
Obsidian Vault (GitHub)
github.com/Nichefinder1 — NF Ai Agency Vault
Admin & Accounts
Airtable — NF Talent Portal
airtable.com · base apppRwvMgGkdPwf2m
Airtable — Agency Base
airtable.com · base appgNChM14muzXCR2
Netlify
app.netlify.com · talent portal + client sites
IONOS DNS
api.hosting.ionos.com · nichefinders.ai zone
Hetzner Cloud Console
console.hetzner.cloud · CX22 server
DigitalOcean Console
cloud.digitalocean.com · All South Brain droplet