Plan Board
Organizing for SuccessWe can wing it or "See the Vision" and then go build it
Review Daily
Current Questions
What's Next?
Current Decisions
Open Challenges
Next Actions
Next Actions
- Review and clean up all pages and posts before adding new ones
- Team should review “Socrates” AI model at Armstrong Economics
- Three Priorities: internal communication, divi/claude, research agent teambuilding
- Set up claude code md file
Break Through Ideas
Break Thru Ideas
- Marketing: Who will benefit from aligning with us?
- How can this site be monetized?
Idea Retention
Idea Retention
- WP Form constructed for onboarding Stories?
- GoFundme for donations?
- Cloning the website for others when ready
- Create stand alone website with ctmls.net and iBid theme
- Vision Board (Images of success page)
Delegate
Delegate
- George-> ctmls.net
Q1 Urgent, Important
Q1 Urgent, Important
- Email and Contact setup
Website Cloning Blueprint
1. Domain, URL, Host, Email
2. Theme + Child Theme (Divi 5 / WordPress)
3. Plugin Stack (with recommended free list)
4. Content Architecture (pages, posts, blog structure)
5. Security Setup
6. Contact + Forms (WPForms Lite)
7. Email Automation (MailPoet — full 3-5 email welcome sequence included)
8. WooCommerce (product or service setup)
9. AI Team Setup ← ADD THIS (how to build your own AI workspace like Dennis)
10. Marketing & SEO
11. Handoff Checklist (what's done before you call it launch-ready)
For more details about your
particular situation, Ask Claude
Email On boarding
Email on board
=========================================
CTMLS.ORG — MAILPOET WELCOME SEQUENCE
3-Email Onboarding Series
=========================================
EMAIL 1 — IMMEDIATE (upon signup)
=========================================
SUBJECT:
"You just made a smart move."
PREVIEW TEXT:
"Here's where to start on ctmls.org"
---
Hi [First Name],
Welcome to ctmls.org.
You just joined a community of
students and families who decided
to do something most people don't —
think about money before it
becomes a problem.
That's not small. That's everything.
Here's what we believe:
You don't have to graduate broke.
You don't have to figure this out alone.
And you don't need a finance degree
to make smart decisions starting today.
---
WHERE TO START:
If you want to eliminate debt
before it starts →
[The Debt Destruction Toolkit]
If you want to build income
while you study →
[The Student Hustle Playbook]
If you want to see how we
use AI to do all of this faster →
[Meet the AI Team]
---
One step at a time.
We're here for all of them.
— Dennis
Founder, ctmls.org
P.S. — "Seek excellence,
not perfection."
Start somewhere. Start today.
=========================================
EMAIL 2 — DAY 3
=========================================
SUBJECT:
"The question every student
should ask before freshman year"
PREVIEW TEXT:
"Most don't. The ones who do
change everything."
---
Hi [First Name],
Most students ask:
"What should I major in?"
The students who graduate ahead ask:
"How do I make sure I'm not
paying for this decision
for the next 20 years?"
That second question changes
how you choose a school,
apply for aid, plan your summers,
and build skills that pay.
It's not cynical.
It's strategic.
---
THIS WEEK — ONE SIMPLE MOVE:
Run this prompt in any AI
(Claude, ChatGPT, or Gemini):
"I am a [grade level] student
in [city, state] interested in
[field of study].
Find me 5 local scholarships
I likely qualify for.
Include deadlines and
application requirements."
Takes 2 minutes.
Could save thousands.
That's what we mean by
working smarter — not harder.
---
More tools coming your way
later this week.
— Dennis
P.S. — The Debt Destruction page
has three more moves like this.
[Check it out here →]
=========================================
EMAIL 3 — DAY 7
=========================================
SUBJECT:
"What I learned from a
golf coach, a broken furnace,
and 40 years in the market"
PREVIEW TEXT:
"The same truth kept showing up."
---
Hi [First Name],
I want to tell you something
about why I built this.
As a player on a high school
golf team, my coach reminded us —
he didn't play favorites.
He played the best four.
The team won when the right
people were in the right roles.
As a general contractor,
I lost three weeks on a home build
because one subcontractor
didn't show. One weak link
costs everyone.
As a college softball coach,
I learned that offense and defense
demand different strengths.
The smartest move is putting
each player exactly where they shine.
The same truth kept showing up:
Build the right team.
Align everyone with the mission.
Then get out of the way.
---
That's what I'm doing with AI.
That's what I'm teaching here.
And that's what YOU can do —
starting with your own
financial future right now.
You don't need a perfect plan.
You need the right team
and the courage to start.
"Seek excellence, not perfection."
The Hustle Handbook is your
first set of tools.
[Start here →]
And if you ever have a question —
just reply to this email.
I read every one.
— Dennis
ctmls.org
P.S. — A crooked furrow
beats an unplowed field.
Every single time.
=========================================
SEQUENCE SUMMARY:
=========================================
EMAIL 1 — Day 0: Welcome + orient
EMAIL 2 — Day 3: First action step
EMAIL 3 — Day 7: Dennis story + trust
=========================================
MAILPOET SETUP NOTES:
- Set as automated sequence
- Trigger: any optin form on site
- Delay: Email 1 immediate
Email 2 = 3 days after
Email 3 = 7 days after
- Reply-to: dennis@ctmls.org
- From name: Dennis | ctmls.org

Address
Naples, FL 34110
Dennis@ctmls.org