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☀️ My day — work this list top to bottom
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Cases
| Veteran | State | Status | Geo | Day | Last contact | Updated |
|---|
Case
🛑 Case blocked — requires VA accreditation
This veteran cannot be charged for claims assistance in their state. There is no version of this call that ends in a sale. Do not quote a price. Do not take a card. Do not "check with Nick."
Say this — and mean it
Here's what I'd do in your shoes: go to va.gov/ogc/accreditation.asp and find an accredited VSO — the VFW, DAV, and American Legion all do this for free, and for what you've described they're a solid option. If you get denied and need to appeal, an accredited attorney can take that on contingency.
I'm sorry I can't do more. I hope you get what you earned."
A · Foundation & Compliance Gate
B · What's On Paper Now
C · Body Sweep — read every line, never skip
D · Dig Into Each Yes — same 4 questions, every time
E · Function & Witnesses
Live Read
Leads
None yet.
Close of call — say this
Compliance gate — clear before price is spoken
Price & value frame
Outcome
When you hit send, this case leaves your list and lands with fulfillment. Your part is done.
Close readiness
Claim roadmap
Complete discovery first.
14-day pipeline
Produce the deliverables
Fulfillment Mode drafts every document — nexus workup, personal & buddy statements, C&P prep, package cover — from this case's intake. You review and refine.
QA gate — nothing ships until every box is true
CSM — the wait phase (where refunds are born)
Log a touchpoint
Rule: no veteran goes silent more than 21 days.
Math
Strategist checks
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Activity log
Team
Members
| Name | Role | Active |
|---|
Add users in Supabase → Authentication → Users → Add user. They appear here automatically; set their role below. Keep email signups DISABLED so nobody self-registers.
Compliance settings
Ban/regulate states and offer pricing live in config.js. Update from your attorney's matrix — review quarterly, every legislative session moves the map.