⚠ IN YOUR COURT — only you can unblock these
Live blockers load from the Mike feed. AMT paperwork, banking, SAM, and insurance items appear here.
🎯 GOALS
Goals and milestones load from the Mike feed.
$0
TOTAL REVENUE
0
CLOSED ORDERS
0.3%
RISK EXPOSURE
6
ITEMS PENDING
📋 TODAY'S PRIORITIES
Call IRS 1-800-829-4933 — request Form 147c faxed same-day
Upload docs to Relay at relayfi.com to complete application
Apply for business insurance at next.insurance.com
Complete DIBBS registration at dibbs.bsm.dla.mil
Complete WAWF registration at wawftraining.eb.mil
Return to SAM.gov when CP575 arrives — complete Taxpayer section
🔌 SYSTEM STATUS
SAM.gov RegistrationTAXPAYER PENDING
UEI NumberWL17FWFE6KQ6
CAGE CodePENDING ALL AWARDS
Mercury BankingAWAITING CP575
Relay BankingAPPLICATION IN
DIBBS RegistrationNOT STARTED
Business InsuranceNOT STARTED
ThomasNet ProfilePENDING VERIFY
Formspree RFQ FormLIVE (xjgpvkod)
Apollo.io OutreachNOT STARTED
Gmail APINEEDS OAUTH SETUP
WAWF (Federal Invoicing)NOT STARTED
📅 COMPLIANCE CALENDAR
Q1 2026 Est. Tax (Jan-Mar)PAID / N/A (pre-revenue)
Texas Franchise Tax ReturnMay 15, 2026
Q2 2026 Est. Tax (Apr-Jun)Jun 15, 2026
Wyoming Annual ReportDec 1, 2026
SAM.gov Annual RenewalDue ~Mar 2027
Solo 401(k) Open DeadlineDec 31, 2026
Federal Tax Return (1065/1040)Apr 15, 2027
⚠ RISK MONITOR (2% HARD CEILING)
No confirmed suppliers (pre-agreement)HIGH
Banking not active (payment rails)HIGH
No product liability insuranceHIGH
Zero revenue concentrationMED
SAM.gov not fully activeMED
OVERALL RISK: 0.3% EXPOSURE · TARGET: BELOW 2%
⚡ QUICK ACTIONS
🤖
Every item below has been pre-screened: grammar ✓ · spelling ✓ · Writing Assistant scored (90+ gate) · Cialdini, Voss, Carnegie frameworks applied · no em dashes · no AI filler · one clear ask. You read and click YES or NO.
PENDING APPROVAL (0 items)
No items in queue. Generate outreach in the OUTREACH tab or draft a reply to add items here.
ACTIVITY LOG
No activity yet.
DRAFT A REPLY
SALES PIPELINE
ℹPre-revenue — $0 orders, 0 closed deals. Pipeline reflects real state only. Add deals as they develop.
PROSPECT · NOT YET CONTACTED
CONTACTED
QUOTED
NEGOTIATING
CLOSED/WON
$0
PIPELINE VALUE
$0
WON REVENUE
0
ACTIVE DEALS
—
WIN RATE
FOLLOW-UP TRACKER
STANDARD CADENCE
COLD Day 1 → Day 3 → Day 5 → Day 8 → Day 14 (breakup)
POST-QUOTE Every 48hrs until decision
POST-DELIVERY 24hr check-in → 30-day satisfaction → Monthly report
WARM Monthly report → Quarterly call
POST-QUOTE Every 48hrs until decision
POST-DELIVERY 24hr check-in → 30-day satisfaction → Monthly report
WARM Monthly report → Quarterly call
No contacts logged. Add deals in Kanban to start tracking follow-ups.
CLIENT SUCCESS REPORTS
GENERATE REPORT
REPORT PREVIEW
Generate a report to preview it here. All reports run through the Writing Assistant before entering the Approve Queue.
🎯 COMPOSE OUTREACH
📊 WRITING ASSISTANT SCORE
Score appears after composing. Every outgoing message must score 90+ to enter the Approve Queue.
OUTREACH RULES (2026 DATA)
✓ 50–125 words = highest reply rate (+50% vs long emails)
✓ No links in Touch 1 — kills deliverability
✓ No attachments until Touch 4+ with permission
✓ Monday launch, Wednesday follow-up — never Friday
✓ 9:30–11:30am recipient timezone is optimal
✓ One clear ask per message
✓ LinkedIn + email combo hits 11.87% reply rate
✓ Max 50 cold emails/day per inbox (warmup rule)
✓ No links in Touch 1 — kills deliverability
✓ No attachments until Touch 4+ with permission
✓ Monday launch, Wednesday follow-up — never Friday
✓ 9:30–11:30am recipient timezone is optimal
✓ One clear ask per message
✓ LinkedIn + email combo hits 11.87% reply rate
✓ Max 50 cold emails/day per inbox (warmup rule)
ℹLoad these 5-touch sequences into Saleshandy (saleshandy.com — free trial, then $25/mo) or Apollo.io (free tier). Each is industry-specific and psychology-optimized.
SEQUENCE 1 — CHEMICAL PLANT (Mag-Drive Focus)
Target: Maintenance Engineers, EHS Managers · NAICS 325 · Houston/Gulf Coast · 50-500 employees
T1 (Mon): "Your facility likely has zero-emission pump requirements for [chemical class]. Do you have a same-day quote source for mag-drive sealless when one fails?"
T2 (Thu): "Adding to my note Monday — I work with March Manufacturing and Goulds 3296 EZMAG. Most Houston chemical plants I've spoken with are 2-3 days from a line-down event when a sealed pump fails. Is that a risk you've quantified?"
T3 (+7d): "Happy to send our mag-drive reference guide for chemical facilities — includes TAA compliance status, lead times, and configuration options. Useful?"
T4 (after yes): [Send price sheet PDF]
T5 (breakup +14d): "Last note from me — if sealless pump sourcing ever becomes time-sensitive, we quote same-day. Worth a 5-min call if timing is better later."
T2 (Thu): "Adding to my note Monday — I work with March Manufacturing and Goulds 3296 EZMAG. Most Houston chemical plants I've spoken with are 2-3 days from a line-down event when a sealed pump fails. Is that a risk you've quantified?"
T3 (+7d): "Happy to send our mag-drive reference guide for chemical facilities — includes TAA compliance status, lead times, and configuration options. Useful?"
T4 (after yes): [Send price sheet PDF]
T5 (breakup +14d): "Last note from me — if sealless pump sourcing ever becomes time-sensitive, we quote same-day. Worth a 5-min call if timing is better later."
SEQUENCE 2 — PHARMA/BIOTECH (USP-VI Peristaltic)
Target: Lab Managers, Procurement · NAICS 325411 · All US
T1: "USP Class VI certified peristaltic pumps for sterile processing — do you have a distributor relationship, or does your team source direct from Cole-Parmer/Masterflex?"
T2: "Following up — we distribute Masterflex USP-VI peristaltics with same-day quoting and TAA compliance documentation. VA medical centers and pharma labs are our primary customers."
T3: "Happy to send our pharmaceutical pump guide — USP Class VI specs, cGMP compatibility, lead times. Want me to send it?"
T2: "Following up — we distribute Masterflex USP-VI peristaltics with same-day quoting and TAA compliance documentation. VA medical centers and pharma labs are our primary customers."
T3: "Happy to send our pharmaceutical pump guide — USP Class VI specs, cGMP compatibility, lead times. Want me to send it?"
SEQUENCE 3 — MUNICIPAL WATER (Metering/Diaphragm)
Target: Water Treatment Operators, Plant Superintendents · NAICS 221310/221320
T1: "Most water treatment plants are 2 days from a failed chemical dosing pump shutting down operations. Do you have a same-day quote source for metering pump replacements?"
T2: "We carry Milton Roy and Goulds diaphragm metering pumps — AWWA-compliant, US-manufactured, TAA compliant. Same-day quoting, ships direct from manufacturer."
T3: "I can send our municipal water pump reference — common configurations, lead times, AWWA compliance status. Would that be useful?"
T2: "We carry Milton Roy and Goulds diaphragm metering pumps — AWWA-compliant, US-manufactured, TAA compliant. Same-day quoting, ships direct from manufacturer."
T3: "I can send our municipal water pump reference — common configurations, lead times, AWWA compliance status. Would that be useful?"
SEQUENCE 4 — FEDERAL/MILITARY (TAA Compliant)
Target: Contracting Officers, Facilities Managers · DLA, NAVFAC, VA, Army Corps
T1: "Brew Pumps USA LLC — SAM.gov registered small business (UEI: WL17FWFE6KQ6), Subcontinent Asian-owned, NAICS 333911/333914. We supply TAA-compliant centrifugal, peristaltic, and AODD pumps with same-day quoting for FSC 4320 requirements. Are you the right contact for pump procurement at [installation]?"
T2: "Following up — we quote all FSC 4320 requirements within 2 hours. All products US-manufactured and TAA compliant. Capability statement attached."
T3: "Last note — if you have any upcoming pump requirements under the simplified acquisition threshold, we respond to micro-purchases immediately."
T2: "Following up — we quote all FSC 4320 requirements within 2 hours. All products US-manufactured and TAA compliant. Capability statement attached."
T3: "Last note — if you have any upcoming pump requirements under the simplified acquisition threshold, we respond to micro-purchases immediately."
📅 GENERATE WEEKLY POSTS
POST FORMAT RULES
✓ Line 1 = scroll-stopping hook (bold claim or question)
✓ White space = every 1-2 lines for mobile readability
✓ Specifics win = model numbers, specs, company names
✓ No em dashes — use commas or periods
✓ 3-5 hashtags at the end only
✓ Brand name: Brew Pumps USA LLC always — no personal name
✓ Post Mon/Wed/Fri — optimal B2B reach
✓ White space = every 1-2 lines for mobile readability
✓ Specifics win = model numbers, specs, company names
✓ No em dashes — use commas or periods
✓ 3-5 hashtags at the end only
✓ Brand name: Brew Pumps USA LLC always — no personal name
✓ Post Mon/Wed/Fri — optimal B2B reach
🔍 EMAIL FINDER
⚠Use Hunter.io free (hunterr.io — 25 searches/mo, 87% accuracy) to verify before sending. This tool generates likely formats.
📋 BULK FINDER
ℹTier 1 strategy: Houston local small-medium companies (10-500 employees) first. No formal vendor approval process. Quote same-day. Win fast. Build track record. Then approach Halliburton, Shell, ExxonMobil with references.
HOUSTON TIER 1 TARGETS
| COMPANY | INDUSTRY | PUMP NEED | HOOK | STATUS | ACTION |
|---|---|---|---|---|---|
| Pasadena Refining System | Refining | Centrifugal, AODD | Process pump failures = production loss | NOT CONTACTED | |
| INEOS Nitriles (Alvin TX) | Chemical | Mag-drive sealless | Zero-emission compliance requirement | NOT CONTACTED | |
| Archrock Inc (Houston) | Gas Processing | Centrifugal, gear | Compression facility pump maintenance | NOT CONTACTED | |
| Memorial Hermann System | Healthcare | USP-VI Peristaltic | Sterile processing pump sourcing | NOT CONTACTED | |
| San Jacinto River Authority | Municipal Water | Centrifugal, metering | Infrastructure pump sourcing, TAA | NOT CONTACTED | |
| Calumet Specialty Products | Refining | ANSI centrifugal | Specialty refinery pump sourcing | NOT CONTACTED | |
| Houston Brewery (local) | Brewery | Tri-clamp sanitary | Wort transfer, CIP sanitary pumps | NOT CONTACTED | |
| Lyondell Basell (Houston HQ) | Petrochemical | Centrifugal, AODD | Minority supplier diversity program | NOT CONTACTED |
Apollo.io search string: "Maintenance Engineer" OR "Procurement Manager" + "Houston TX" + Chemical/Manufacturing + 50-500 employees
⚠DIBBS registration required to bid. Go to dibbs.bsm.dla.mil and register. Once active (1-2 weeks), 10,000+ solicitations per week become available. July fiscal year surge = 90 days away.
LIVE OPPORTUNITIES
42
FSC 4320 · DLA · SMALL BIZ SET-ASIDE
Centrifugal Pump Assembly — 53 Units
Est. Value: $47,000–$65,000 · Due: April 10, 2026
REQUIRES DIBBS ACTIVE
38
FSC 4320 · NAVFAC SW · SDB SET-ASIDE
Submersible Pump — Corpus Christi NAS
Est. Value: $12,000–$18,000 · Due: April 14, 2026
REQUIRES DIBBS ACTIVE
29
FSC 6515 · VA NAC · SMALL BIZ
USP-VI Peristaltic Pumps — VA Medical Supply
Est. Value: $8,000–$14,000 · Due: April 18, 2026
Scores 45+ = drop everything · 35-44 = priority · 25-34 = pursue · Below 25 = skip
SAM.GOV SAVED SEARCHES
Search 1: NAICS 333911 + Small Business Set-Aside
Search 2: FSC 4320 + Gulf Coast/TX states
Search 3: NAICS 333914 + SDB Set-Aside
Search 4: "pump" + "peristaltic" + Active
Search 5: NAICS 423830 + Federal Supply
Search 6: FSC 6515 + VA medical
OPEN SAM.GOV →
REGISTER DIBBS →
Search 2: FSC 4320 + Gulf Coast/TX states
Search 3: NAICS 333914 + SDB Set-Aside
Search 4: "pump" + "peristaltic" + Active
Search 5: NAICS 423830 + Federal Supply
Search 6: FSC 6515 + VA medical
DRAFT BID RESPONSE
THOMASNET STATUS
Profile ClaimPENDING VERIFICATION
Company DescriptionCOMPLETED
Product Categories8 CATEGORIES ADDED
Industries Served8 CHECKED
CertificationsTAA/SAM/SDB LISTED
Logo UploadedCHECK STATUS
Supplier TierFREE TIER
PROFILE VIEWER LOG
When ThomasNet emails you a profile view notification, log it here. You have 48hrs to reach out on LinkedIn.
No viewers logged yet. Once profile is verified, ThomasNet sends email notifications when companies view you.
💡98% of website visitors leave without filling the form. Leadinfo or Leadfeeder (free trial) identifies companies by IP. Log them here — they are your warmest leads.
LOG SITE VISITOR
VISITOR INTENT QUEUE
No visitors logged. Set up Google Analytics + Leadinfo free trial at leadinfo.com to start capturing company names.
🏦Chief M&A Officer framework: Buy at 4x EBITDA · Platform trades at 10-14x · SBA financing = 10% equity down · Target $2-15M revenue distributors · Gulf Coast geographic roll-up strategy
LOG ACQUISITION TARGET
SBA VALUATION CALCULATOR
Enter EBITDA to calculate.
TARGET PIPELINE
No targets logged. Year 2+ strategy — focus on revenue first.
LOG REVENUE & COSTS
💰Financial structure: 30% swept to tax reserve FIRST. Of net profit: 5% to you, 10% to charity/DAF, 85% reinvested.
MONEY WATERFALL
Customer Payment
- COGS + Tariff + Fees
= Gross Profit
- 30% Tax Reserve (AUTO)
= After-Tax Profit
Your 5% (Owner)
10% Charity/DAF
85% Reinvested
Gross Margin: -- · Net Margin: -- · Target: [on file]
CUMULATIVE TOTALS
$0
TOTAL REVENUE
$0
NET PROFIT
$0
TAX RESERVE
$0
YOUR TAKE (5%)
TAX OPTIMIZATION — LEGAL LEVERS
✅ QBI Deduction (Sec 199A) — Up to 20% of qualified LLC income deducted. At $100K profit = ~$4,400-$7,400 saved. Automatic with CPA filing correctly.
✅ Solo 401(k) — Up to $70,000/year pre-tax contribution. Employee portion up to $23,500. Employer 25% of SE income. Open at Fidelity before Dec 31.
✅ SE Tax Deduction — Deduct 50% of self-employment tax (7.65%) from federal income. Automatic.
✅ Home Office — Dedicated workspace: $5/sq ft or actual expenses. Must be exclusive business use.
✅ Augusta Rule (Sec 280A) — Rent your home to the business for meetings up to 14 days/year tax-free. Document everything.
✅ Business Travel — Primary purpose must be business. Houston to Midland = deductible if visiting Permian Basin clients. Meals 50% deductible.
✅ Charitable DAF — Donate stock or appreciated assets to Donor-Advised Fund. Your 10% charity allocation can go here for max tax efficiency.
✅ S-Corp Election — At $50K+ net profit: elect S-Corp, pay yourself reasonable salary, take rest as distribution. Saves 15.3% SE tax on distributions.
✅ R&D Credit — IoT monitoring development qualifies. Track all development hours and expenses now for future credits.
⚠ NEVER deduct: personal meals (without client), gym, clothing (non-uniform), commute, personal phone % overestimate
QUARTERLY TAX CALENDAR
Q1 2026 (Jan-Mar) — Est. dueApr 15, 2026
Q2 2026 (Apr-Jun) — Est. dueJun 15, 2026
Q3 2026 (Jul-Sep) — Est. dueSep 15, 2026
Q4 2026 (Oct-Dec) — Est. dueJan 15, 2027
✓30% tax reserve auto-swept from every deposit keeps you safe. At quarterly due date, pull from reserve — never from operating funds.
S-CORP ELECTION TRIGGER
File Form 2553 when net profit hits $50,000+. At that level, S-Corp saves approximately $7,500/year in SE taxes. Not before — the administrative cost outweighs savings below $50K.
Enter current net profit to check S-Corp threshold.
LOG EXPENSE (RAMP-STYLE)
EXPENSE LOG
No expenses logged.
Total Deductions:
$0.00
Est. tax savings (25% bracket): $0.00
QUOTE BUILDER (45% MARGIN ENFORCED)
📌Rule #4: Volume discounts come from supplier savings, not your margin. Get supplier discount first, then offer customer less than that.
QUOTE ANALYSIS
Enter costs to see quote analysis.
COMPETITOR REFERENCE
Grainger: Marks up 55-80% (warehouse overhead)
McMaster-Carr: 40-70% on industrial pumps
MSC Industrial: 50-75%
DXP Enterprises: 35-60% (large volume)
Your target: [on file]
McMaster-Carr: 40-70% on industrial pumps
MSC Industrial: 50-75%
DXP Enterprises: 35-60% (large volume)
Your target: [on file]
🧠 APEX CEO GRANDMASTER
Loaded: 32 agents · 60 investment frameworks · Full company context · 17 C-Suite experts
APEX CONTEXT (AUTO-LOADED)
Entity: Brew Pumps LLC (DBA: Brew Pumps USA LLC)
EIN: [on file]
UEI: WL17FWFE6KQ6
NAICS: 333911 (primary), 333914, 423830
Phase: Pre-Revenue / Phase 1 Operator
Banking: Mercury pending CP575, Relay applied
SAM.gov: Taxpayer section pending EIN activation
CAGE: Pending All Awards registration
Insurance: Required — not yet purchased
DIBBS: Not yet registered
Model: Drop-ship, zero inventory
Target Margin: [on file]
Allocation: 30% tax reserve → 5% owner, 10% charity, 85% reinvest
Primary contacts: sales@brewpumpsusa.com
10-yr vision: $40B+ (FCG analog: $4B)
Classification: Subcontinent Asian-owned SDB
EIN: [on file]
UEI: WL17FWFE6KQ6
NAICS: 333911 (primary), 333914, 423830
Phase: Pre-Revenue / Phase 1 Operator
Banking: Mercury pending CP575, Relay applied
SAM.gov: Taxpayer section pending EIN activation
CAGE: Pending All Awards registration
Insurance: Required — not yet purchased
DIBBS: Not yet registered
Model: Drop-ship, zero inventory
Target Margin: [on file]
Allocation: 30% tax reserve → 5% owner, 10% charity, 85% reinvest
Primary contacts: sales@brewpumpsusa.com
10-yr vision: $40B+ (FCG analog: $4B)
Classification: Subcontinent Asian-owned SDB
GMAIL API SETUP (One-Time)
1. console.cloud.google.com → New Project
2. Enable Gmail API
3. Create OAuth 2.0 credentials (Web application)
4. Add your GitHub Pages URL as authorized origin
5. Copy Client ID → paste in field below
6. Click Connect → authorize once
After this: YES button in Approve Queue sends real emails.
NOT CONNECTED
2. Enable Gmail API
3. Create OAuth 2.0 credentials (Web application)
4. Add your GitHub Pages URL as authorized origin
5. Copy Client ID → paste in field below
6. Click Connect → authorize once
After this: YES button in Approve Queue sends real emails.
🎯Paste any situation, deal, or question to run it through a specific C-Suite agent. Each applies their specialized framework plus the full Superintelligence Base Layer.
SELECT AGENT + SITUATION
AGENT OUTPUT
Select an agent and enter a situation to run analysis.
0
EMAILS SENT
0
REPLIES (RATE: --)
0
QUOTES SENT
0
DEALS WON
LOG OUTREACH ACTIVITY
CHANNEL PERFORMANCE
Log activity to see channel performance analysis.
🎓 CALL-PREP — IF THIS COMES UP, SAY THIS
Ready-to-speak scripts for live OEM authorization calls (AMT, Iwaki). Refreshed daily by APEX School.
Generating today's call-prep...
TODAY'S LESSONS
Generating today's training...
LIVE WORKFLOW TRACKER
Loading live workflow status…
⚠No supplier drop-ship agreements confirmed yet. Send the supplier outreach emails (in Approve Queue) to all 8 primary suppliers this week. No confirmed supplier = cannot fulfill orders.
| SUPPLIER | PUMP TYPE | STATUS | TAA | LEAD TIME | DISC. TARGET | CONTACT | ACTION |
|---|---|---|---|---|---|---|---|
| March Manufacturing | Centrifugal, Mag-Drive | EMAIL PENDING | US MFG | 3-7 days | 8-12% | sales@marchemfg.com | |
| Cole-Parmer / Masterflex | Peristaltic USP-VI | EMAIL PENDING | US MFG | 5-10 days | 10-15% | distributor@coleparmer.com | |
| Goulds / Xylem | Centrifugal, Submersible | EMAIL PENDING | US MFG | 5-14 days | 8-12% | Via xylem.com | |
| Graco | AODD, Diaphragm | EMAIL PENDING | US MFG | 3-7 days | 8-10% | 877-844-7226 | |
| Gorman-Rupp | Self-priming, Submersible | EMAIL PENDING | US MFG | 7-14 days | 8-12% | Via gormanrupp.com | |
| Flowserve | ANSI Centrifugal, API 610 | EMAIL PENDING | US MFG | 14-30 days | 6-10% | Via flowserve.com | |
| Watson-Marlow | Industrial Peristaltic Hose | EMAIL PENDING | US MFG | 7-14 days | 10-15% | Via wmfts.com | |
| Ampco-Pittsburgh | Sanitary, Positive Displacement | EMAIL PENDING | US MFG | 7-14 days | 8-12% | Via ampco-pittsburgh.com | |
| EMERGENCY BACKSTOP (15-20% margin — use only if primary supplier is backordered) | |||||||
| GlobalIndustrial.com | General industrial | EMERGENCY | — | 2-5 days | Retail+ | globalindustrial.com | — |
| Zoro.com | General industrial | EMERGENCY | — | 2-5 days | Retail+ | zoro.com | — |
FEDERAL CONTRACTOR CHECKLIST
SAM.gov — Entity validated, UEI assigned
SAM.gov — Complete Taxpayer section (when CP575 arrives)
SAM.gov — CAGE code assigned (automatic after All Awards complete)
DIBBS registration (dibbs.bsm.dla.mil)
WAWF registration (wawftraining.eb.mil)
Business insurance (COI) — next.insurance.com
CMMC Level 1 self-attestation
NMSDC certification (nmsdc.org) — minority supplier
UH APEX Accelerator first meeting (uhapex.uh.edu)
TAA COMPLIANCE PROTOCOL
RED LINES — Never violate (False Claims Act = treble damages):
• Never represent a non-TAA-compliant product as TAA compliant
• Never quote a foreign-manufactured pump for a TAA-required contract
• Always verify TAA status with supplier in writing before federal quotes
• Document TAA certification in your compliance folder for every federal order
TAA-COMPLIANT SUPPLIERS (all primary 8 are US-manufactured):
✓ March Manufacturing — USA
✓ Goulds / Xylem — USA
✓ Graco — USA
✓ Gorman-Rupp — USA
✓ Flowserve — USA (verify per model)
✓ Cole-Parmer / Masterflex — USA (verify per model)
✓ Watson-Marlow — verify per model
⚠REQUIRED. Texas product liability law holds distributors liable even without negligence. FAR requires COI before federal contract. Suppliers may require COI for drop-ship authorization. Cannot skip.
INSURANCE REQUIREMENTS
Business Owner's Policy (BOP)$500-$900/yr
General Liability Coverage$1M minimum
Product Liability$1M minimum
Tier 3-5 SKUs (aviation/military)$5M required
Current StatusNOT PURCHASED
next.insurance.com: Wholesale distribution, no inventory, home-based. Same-day COI issuance. 100% tax deductible.
COI STATUS TRACKER
STATUS: NO COVERAGE — FEDERAL CONTRACTS BLOCKED
MASTER SETUP CHECKLIST
0 / 25 COMPLETE
🔴 CRITICAL — UNBLOCKS REVENUE
Call IRS 1-800-829-4933 — Form 147c same-day fax
Complete Relay banking application (relayfi.com)
Activate Mercury when CP575 arrives
Purchase business insurance (next.insurance.com)
Register DIBBS (dibbs.bsm.dla.mil)
Complete SAM.gov — Taxpayer + All Awards sections
🟡 IMPORTANT — THIS WEEK
Setup Stripe (stripe.com) — connect to Relay when active
WAWF registration (wawftraining.eb.mil)
Apply BoA Secured ($1K deposit) and Ramp cards
Sign up Apollo.io (ap@brewpumpsusa.com)
Start Saleshandy free trial (saleshandy.com)
Register Hunter.io free (25 verifications/mo)
Send 8 supplier outreach emails (Approve Queue)
Send 5 defense capability statement emails (Approve Queue)
🟢 IN PROGRESS
UEI assigned — WL17FWFE6KQ6
SAM.gov entity validated — Houston address
ThomasNet profile — pending verification
Formspree RFQ form live (xjgpvkod)
Google Search Console — submit sitemap
Gmail OAuth2 setup for Approve Queue auto-send
📅 FUTURE MILESTONES
Month 2 ($5K revenue): NMSDC minority certification
Month 3 ($15K): UH APEX advisor + first DIBBS win
Month 4 ($30K): Halliburton supplier diversity program
Month 6 ($50K): GSA Schedule application, S-Corp eval
Month 12 ($100K+): Brex card, IoT pilot 3 sensors
Year 2 ($500K): Commodity hedging Stage 2, first acquisition LOI
Year 3 ($2M): SBIR Phase I application, Anduril partnership