← Back to Index

Next Steps: Increase Minnie's Ability to Help

Generated: 2026-02-09

🎯 Current Status (Per Master Plan)

✅ Phase 1: Foundation (COMPLETE)

VPS running (Vultr 144.202.121.97)
OpenClaw installed, git repo connected
Cost guardrails documented
SSH/git push capability

✅ Phase 2: Agent Architecture (COMPLETE)

All 4 agent roles defined (Ops, Research, Comms, Review)
Morning briefing active (6:30 AM PT)
Evening reset reminder active
Hourly heartbeat (email checks)

🟡 Phase 3: Integrations & Workflows (70% COMPLETE)

Done:

✅ Google Calendar (7 calendars, read-only)
✅ Gmail (3 accounts: ztag, gantom, quan777, read-only)
✅ Brave Search API
✅ Smart email triage (AI intelligence, not keywords)

Pending:

⏳ Zoho CRM (read-only) ← HIGH PRIORITY
⏳ Zoho Desk (read-only, support ticket trends)
⏳ Discord bot (optional)

❌ Phase 4: ZTAG-Specific Automation (BLOCKED)

Can't start until reference/ files are populated

Grant cycle outreach pipeline
Conference pipeline management
Weekly strategic digest
Product/curriculum support

🚨 CRITICAL BLOCKER: Empty Reference Files

All 6 ZTAG reference files are 0 bytes:

reference/ztag/brand-guide.md       (EMPTY)
reference/ztag/curriculum.md        (EMPTY)
reference/ztag/districts.md         (EMPTY)
reference/ztag/grant-cycles.md      (EMPTY)
reference/ztag/overview.md          (EMPTY)
reference/ztag/zoho-ecosystem.md    (EMPTY)

Without these, Minnie cannot:

Draft intelligent district outreach
Track grant cycle windows
Understand ZTAG product positioning
Research competitor moves
Provide conference prep context

📋 What You Need to Do (Priority Order)

1. Populate Reference Files (Next 2-3 Hours)

High Priority (Do First):

reference/ztag/overview.md

What ZTAG is (product summary in 2-3 paragraphs)
Target customer (K-12, districts, afterschool programs)
Revenue model (per-student licensing, grant-funded)
Current status ($2.3M revenue, $100M target)

reference/ztag/districts.md

List of current customers (district names, states)
Prospect pipeline (warm leads, cold targets)
District contact names (if you have them)
Past outreach outcomes (who responded, who ghosted)

reference/ztag/grant-cycles.md

California ELOP grant cycle dates
CCLC (21st Century) grant windows by region
Other relevant funding programs (if any)
When districts typically purchase (Q1/Q2/Q3/Q4)

Medium Priority:

reference/ztag/brand-guide.md

Messaging (elevator pitch, value props)
Competitive positioning (vs. competitors)
Tone/voice for outreach
Key selling points

reference/ztag/curriculum.md

Product SKUs (what you sell)
Curriculum offerings (literacy, STEM, etc.)
Pricing tiers
Demo/trial availability

Lower Priority:

reference/ztag/zoho-ecosystem.md

Which Zoho apps you use (CRM, Books, Cliq, Desk, Analytics)
How data flows between them
Custom fields/modules (if any)

2. Connect Zoho CRM (Next Step After Reference Files)

Why it matters:

District pipeline visibility
Lead scoring/prioritization
Automated follow-up tracking

What Minnie needs:

Zoho CRM API key (read-only)
OAuth credentials (if using OAuth)
Module access (Leads, Contacts, Deals)

Risk: Medium (read-only = safe)

3. Activate Phase 4 Workflows (After 1 & 2)

Once reference files + Zoho CRM are connected:

Workflow 1: Grant Cycle Tracker

Minnie-Research maintains rolling 30/60/90-day tracker
Flags districts entering purchasing windows
Updates weekly, posts to Telegram

Workflow 2: Conference Pipeline

Monitors upcoming ed-tech conferences
Pre-conference prep docs (attendee research, booth logistics)
Post-conference follow-up drafts

Workflow 3: Weekly Strategic Digest

Fridays 6 PM: What each agent did this week
Cost breakdown by agent/day
Grant pipeline status (districts contacted, response rate)
Competitor/market updates
Recommended actions for next week

🎯 Bottom Line

To increase Minnie's ability to help:

Spend 2-3 hours populating reference/ztag/ files (can be rough notes, not polished)
Connect Zoho CRM (read-only) - 30 min setup
Activate Phase 4 workflows - I'll configure these once data is available

Current bottleneck: Not integrations. Not code. It's context.

Without ZTAG reference data, I'm flying blind. With it, I can:

Draft intelligent outreach based on grant windows
Research districts before your calls
Track competitor moves that matter to YOUR pipeline
Prep you for conferences with real context

Master plan estimate: Phase 4 is where ROI starts. You should save 5+ hours/week once this is active.

💡 Quick-Start Template

If 2-3 hours feels like too much, start here (15 min):

reference/ztag/overview.md:

# ZTAG Overview
- Product: [1-sentence description]
- Target: [who buys it]
- Revenue: $2.3M, targeting $100M in 3 years
- Status: [current challenges/opportunities]

reference/ztag/districts.md:

# Current Customers
[List 5-10 district names you remember]

# Hot Prospects
[List 3-5 districts you're actively pursuing]

reference/ztag/grant-cycles.md:

# CA Grant Windows
- ELOP: [approximate dates if you know them]
- CCLC: [approximate dates if you know them]
- Peak purchasing: [Q1/Q2/Q3/Q4?]

Even rough notes unlock Phase 4. Perfection is not required.