Email & Domain Hostage Situation: The company is currently "trapped" by a legacy provider (Pacific Internet) with no support. Domain mentonbuilders.com is registered via Joker.com (Switzerland). Critical vulnerability requiring immediate resolution.

Website is Outdated: Roughly 15 years behind, lacks cohesive branding, difficult for team to update. Needs modernization to reflect custom home quality and serve as portfolio tool.

Time Tracking Pain Point: Manual system (paper cards, photos) is inefficient with complex Workers' Comp codes. Need digital solution for field staff to clock in/out with geolocation.

Scheduling Friction: Coordinating Joe, leaders, and subs causes significant downtime. No centralized availability view leads to phone tag waste.

Estimating Standardization: Different bidding methods across team. AI can standardize "Scope of Work" descriptions and generate rough estimates from plans with human final approval.

Shift to Paid Consultation: Too much time on free estimates and "fishing" calls. Implement paid consultation model to filter serious clients and recoup design costs.

DocuSign Overdue: Currently printing, signing, and photographing contracts and lien releases. Digitize immediately for professionalism and efficiency.

AI Style Guide: Train AI on best past emails/writings to maintain "personal, local" brand voice. Ensures AI sounds like Menton Builders, not a robot.

Marketing & Client Retention: Re-engage past clients with quarterly newsletters and referral incentives. Move from passive word-of-mouth to active engagement.

Human in the Loop: Automate backend work while maintaining personal connection for client calls. AI as internal "power tool," not relationship replacement.

Migrate Email DNS: Log into Joker.com and update DNS records to point email traffic directly to Google Workspace. Immediate priority.

Deploy New Website: Samuel to build modern website the team can manage. Update "About" section and create cohesive visual style.

Implement DocuSign: Set up DocuSign for contracts, builder warranties, and lien releases immediately.

Centralize Scheduling: Create master Google Calendar view for key staff. Integrate Calendly on website for booking.

Create AI Style Guide: Joe and Amy select 10-20 best emails/writings and upload to ChatGPT for custom instruction set.

Digitize Time Tracking: Short-term: AI transcribes photo time cards. Long-term: App for clock in/out with geolocation.

Standardize Scopes of Work: Use ChatGPT to draft Scopes of Work from project plans/PDFs. Create consistent template.

Launch Quarterly Newsletter: Draft first newsletter with referral incentive. Publish to library section on new website.

Post Consultation Fees: Update website and intake scripts with consultation policy (e.g., "First 30 minutes free").

Solicit Google Reviews: Implement email workflow to request reviews from satisfied clients upon job completion.