Action Items

• [ ] Christina to get Blue Jay cost and add to budget
• [ ] Christina to send budget snapshot to Dan
• [ ] Christina to remind Rob about playbook progress on L10 meeting
• [ ] Dan to review Jake's proposal that Christina shared
• [ ] Christina and TJ to review Jake's scope on Monday and discuss eliminating blog/content updates
• [ ] Christina to request database doc from Jake mapping lead flow through Lead Simple
• [ ] Christina to update Dan on Lead Simple phone features after Tuesday AI agent meeting
• [ ] Team to decide whose phone will ring for incoming leads

Budget Reconciliation

The team reconciled monthly expenses between Christina's tracking and Dan's calculations . Final monthly expense total reached 7,005, with some discrepancies identified :

• Christina's initial number: 6,650
• Added Calendly ($25/month) and Dig venue ($280)
• Blue Jay cost still needed
• Adjusted total: 6,955

Key expenses include:

• Lead Simple: $303
• Jake: $1,700/month
• Google Ads and Meta Ads: $1,000 each
• Branding collateral: $200