◆ PROJECTS

LIVE · 11:40:11
8
Active
0
Pending
0
Complete
0
Archived
9
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🚀 The agents are scanning the AI industry, liveEvery day, agents quietly check every major AI platform, OpenAI, Anthropic, xAI, Google, NVIDIA, for the newest breakthroughs, then hand back plain-English recommendations to keep this system ahead. Here is the latest, give it a listen.
📅 Wed, Nov 04
Good morning Chris. Your AI industry scan for Wednesday, November 4. First, the provider headlines. These are official announcements, not repo chatter: OpenAI published: Accelerating engineering for the physical world. It matters because the specialist agents run on GPT. OpenAI published: How Cisco defends at machine speed with OpenAI. It matters because the specialist agents run on GPT. OpenAI published: OpenAI appoints Jill Hazelbaker as Chief Corporate Affairs Officer. It matters because the specialist age…
📅 Tue, Nov 03
Good morning Chris. Your AI industry scan for Tuesday, November 3. The agents ran across everything that applies. Here's what actually moved, newest first: On November 3, the local inference engine shipped a new release: a round of performance and capability improvements. It matters because it runs our on-box models. On November 3, the GPT and Codex toolkit shipped a new release: a round of performance and capability improvements. It matters because it's how the agents talk to GPT and Codex. On November 2, th…
📅 Mon, Nov 02
Good morning Chris. Your AI industry scan for Monday, November 2. The agents ran across everything that applies. Here's what actually moved, newest first: On November 2, the Claude toolkit shipped a new release: Add GA methods for analytics, spend limits and RBAC. It matters because it's how the agents talk to Claude. On November 2, the high-throughput serving layer shipped a new release: Source distribution tarball. It matters because it serves models fast at scale. On November 1, the GPT and Codex toolkit s…
ACTIVE PROJECTS
Loop Builder: Outcome Loops
Chris · 2026-06-10
ACTIVE
The self-improvement engine behind this site: hand it an OUTCOME (not a task) and it loops, attempt, a critic judges the result against the goal, gaps get closed, repeat until it passes a quality bar. Passing runs are saved as trained loops that inform future runs. Public demo at /loops shows the logic read-only; runs are owner-approved and visitors can request one.
LEGAL
SECURITY
MKTG
R&D
ADVISORY
PMO
MILESTONES 3/3
✓ No blockers
↻ Open the Loop demo
DEPARTMENT STATUS
LEGAL,
No open items
SECURITY,
No open items
MKTG,
No open items
R&D,
No open items
ADVISORY,
No open items
PMO,
No open items
MILESTONES
✓ Loop runner + critic scoring live
✓ Trained-loops library (saved passing runs)
✓ Public read-only demo with run requests
BLOCKERS
None
◆ CONCEPT · not yet built
Deal Pipeline: Command Center (Visualization Test)
Chris · 2026-05-27
CONCEPT
Live deal pipeline at /command/, the command center for every active deal. Spring-physics canvas with 3D depth, stage filters (Discovery, Demo, Propose, Agreement), last-touch filtering, and an inline edit panel.
LEGAL
SECURITY
MKTG
R&D
ADVISORY
PMO
MILESTONES 3/4
✓ No blockers
▶ VIEW LIVE PIPELINE
DEPARTMENT STATUS
LEGAL,
No open items
SECURITY,
No open items
MKTG,
No open items
R&DOK
No open items
ADVISORY,
No open items
PMOOK
No open items
MILESTONES
✓ Pipeline canvas with spring physics
✓ Stage + last-touch filters
✓ Inline deal edit panel
○ Real deal data wiring
BLOCKERS
None
Lead Generation Marketing Group: Lead Gen Platform
Chris + User · 2026-05-25
ACTIVE
AI-powered, agent-agnostic lead generation platform for independent insurance agencies. Auto, home, life, health. Public records pipeline + paid media + content engine. All leads exclusive, owned, not rented. Built to replicate across locations. Operating entity: Lead Generation Marketing Group.
LEGAL
SECURITY
MKTG
R&D
ADVISORY
PMO
MILESTONES 0/11
⚠ 4 BLOCKERS
▲ LEARNING
DEPARTMENT STATUS
LEGALPENDING
  • LLC/DBA registration
  • TCPA compliance, consent language, storage, DNC scrubbing
  • CAN-SPAM compliance
  • Florida DOI advertising rules (Fla. Stat. §626)
  • Franchise agreement, advertising clause review: does it restrict independent lead gen activity?
  • Data retention and breach notification policy
  • HIPAA assessment for health insurance leads
  • SunBiz public records usage, confirm no restrictions on commercial use of marriage/birth/business formation records
SECURITY,
No open items
MKTGACTIVE
  • Meta ad account setup under DBA, insurance restricted category, monitor for new account restrictions
  • English + Spanish landing pages with TCPA consent, one per product line
  • Citizens Insurance non-renewal angle, assess saturation before spending (h-004)
  • Calculator lead magnet: what should you pay in your zip code
  • First 10 blog posts, English + Spanish
  • Nextdoor + local Facebook community strategy
  • Auto: separate ad set targeting new vehicle registrations + SR-22 + age 18-24
  • Health: separate ad set targeting self-employed + gig workers + turning 26
  • Life: mortgage protection angle, attach to home close or new parent record
  • Dealership partnership outreach, 3-5 independents in Hialeah/Little Havana
  • Real estate agent partnership outreach, target zip codes 33125/33126/33135
  • Mortgage broker partnership outreach, pre-closing timing beats deed transfer
  • Notary public partnership, community trust channel competitors are not working
  • Community events calendar: health fairs, church events, CAMACOL, Latin Chamber
R&DACTIVE
  • Verify Miami-Dade Socrata endpoint IDs before production run (h-013)
  • Expand pipeline triggers: add marriage records + birth records + SunBiz business formations
  • Add cross-sell recommendation to all lead alerts, primary product + 'also offer'
  • agents.json, configure with User's Telegram ID and bot token
  • Auto-SMS via Twilio, account setup needed
  • CallRail tracking numbers, 5 numbers for source/language/product split
  • Supabase schema deployment (optional V2, currently using leads.json)
  • OpenAI model id verification: pinned to GPT-5.6 Sol, confirmed with a live call (h-017)
ADVISORYACTIVE
  • Carrier appointments, which carriers can bind in current FL market? (FL market softening, more carriers available than 2022-2024)
  • Commission rates by product line, from actual contracts, not estimates (h-006)
  • Average premium by product line in target zip codes, from real bound policies (h-007)
  • Historical close rate on warm leads, most important single number in the model (h-001)
  • Which product line to lead with, need User's fastest path to bind (h-029)
  • Non-standard auto, does agency write SR-22, lapse, high-risk? (h-016)
  • Cross-sell protocol, current practice when client has multiple needs
  • Dealership and realtor relationships, any existing partnerships to build on?
  • Community event presence, is User currently active in any community organizations?
PMOACTIVE
  • Define what 'proven' means, specific metrics before scaling
  • Document first-15-minutes sales protocol before automation is trusted
  • Agent backup plan, who handles leads when User is unavailable
  • Replication template criteria, what does a new location config require
  • Cross-sell tracking, log every cross-sell attempt and outcome separately
MILESTONES
○ User advisory session, carrier appointments + commissions + close rate confirmed
○ agents.json configured + pipeline runs first test
○ First dealership or realtor partnership established
○ 30-day manual public records test, ALL product lines logged
○ First landing page live with TCPA consent (one per product line)
○ First paid lead received and worked
○ 10 leads logged with outcomes in CRM, across at least 2 product lines
○ Close rate hypothesis confirmed or revised per product line
○ First cross-sell logged (home → auto or auto → renters)
○ First policy bound from system-generated lead
○ Replication template documented
BLOCKERS
⚠ Carrier appointments, unknown which carriers User can bind (FL market now softer but still need confirmation)
⚠ agents.json not yet configured, pipeline cannot alert without it
⚠ Commission + premium data, no valid ROI model without real numbers
⚠ Product line priority, cannot allocate $1,000 budget without User's input on which line he can close fastest
◆ FULL DETAILS →
Lead Enrichment Pipeline
Chris · 2026-04-08
ACTIVE
Three-stage pipeline that takes raw restaurant account lists and returns one prioritized, enriched call sheet. Google Places API verifies identity + pulls phone. Playwright scraper detects ordering platform (ChowNow, Toast, Olo, Menufy). ICP scoring flags non-target segments and clears any with live online ordering. Output: 21-column XLSX sorted by fit.
LEGAL
SECURITY
MKTG
R&D
ADVISORY
PMO
MILESTONES 0/0
✓ No blockers
DEPARTMENT STATUS
LEGAL,
No open items
SECURITY,
No open items
MKTG,
No open items
R&DACTIVE
  • Expand POS detection coverage
  • Improve closure flagging accuracy
ADVISORY,
No open items
PMO,
No open items
MILESTONES
No milestones defined
BLOCKERS
None
Custom CRM Portal
Chris · 2026-03-01
ACTIVE
PIN-gated portal that consolidates pre-call lookup output, ROI discovery artifacts, follow-up status, voice-logged call notes, territory routing, and audit-style review. Python HTTP server, no external CRM required. Voice dictation, PDF/XLSX generation, background job queue. Lives at chriscaterine.com/chownow.
LEGAL
SECURITY
MKTG
R&D
ADVISORY
PMO
MILESTONES 0/0
✓ No blockers
DEPARTMENT STATUS
LEGAL,
No open items
SECURITY,
No open items
MKTG,
No open items
R&DACTIVE
  • Voice transcription accuracy tuning
  • Mobile-first responsive view
ADVISORY,
No open items
PMO,
No open items
MILESTONES
No milestones defined
BLOCKERS
None
Server Infrastructure: Ecosystem Monitoring
Chris · 2026-02-01
ACTIVE
Complete infrastructure layer running all services at chriscaterine.com. Traefik reverse proxy with TLS, nginx routing, 6+ systemd services (rlookup, voice-agent, chownow-portal, api-dashboard, etc.), MariaDB + SQLite databases, multi-model AI stack (Claude Sonnet 5 / Haiku 4.5 / Opus 4.8, Grok 4.5 and Grok SuperHeavy, GPT-5.6 Sol, Gemini 3.5 Flash, local Ollama), Telegram + Google API integrations, security hardening (fail2ban, Monarx, UFW firewall, HSTS), automated monitoring (site-monitor.timer every 3min with Telegram alerts), and 7 cron jobs handling daily summaries, model resets, API credit checks, and scheduled reports.
LEGAL
SECURITY
MKTG
R&D
ADVISORY
PMO
MILESTONES 5/5
✓ No blockers
DEPARTMENT STATUS
LEGAL,
No open items
SECURITYACTIVE
  • Monarx threat detection tuning
  • fail2ban threshold optimization
  • Key rotation schedule
  • Audit log archival
MKTG,
No open items
R&D,
No open items
ADVISORY,
No open items
PMO,
No open items
MILESTONES
✓ All services monitored by site-monitor.timer
✓ TLS + HSTS enabled
✓ Telegram alert routing working
✓ Cron jobs established for recurring tasks
✓ UFW firewall + fail2ban active
BLOCKERS
None

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