Plan Board

Organizing for Success

We 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

      Email

      Dennis@ctmls.org