Library
Everything Confluxion knows.
Firm Setup Checklist
The file/sign/open checklist to run Confluxion Point as a proper firm
Capital Contribution Log — How To Use
How to log personal-paid firm expenses toward LLC basis
Bookkeeping & Finance
Wave, invoicing, taxes, bank accounts, and cash-management rules
Legal & Insurance Templates
MSA/SOW/NDA, operating agreement, founder IP, and E&O/GL insurance
README — Firm Operations
Index of the firm-operations folder: legal, bookkeeping, insurance, contributions
Team
Who we are, headshots, bios, and the titles each cofounder uses
What a Great Survey Response Looks Like
The four things that turn a vague complaint into a quotable workflow
Brand Assets
Logos, email signatures, palette, and generation scripts
Industry Software We Already Know
Construction software we have hands-on integration experience with
Year-2 Economics
The year-2 annuity framing for late in the sales call
B. Jackson — AI Enablement Pitch
Tiered K/K founding-rate pitch for AI Enablement product line
Active Deals
Status dashboard of every live engagement
B. Jackson — Files & Locations
Where every B. Jackson document lives
ET — Files & Locations
Where every ET-related document lives
B. Jackson
Utility contractor — first AI Enablement prospect (K-K)
ET Design Build
Piney Flats TN design-build firm — K PSA workflow deal
Case Studies
Template + index for closed-deal case studies
Companies
Index of all prospects + clients
ET PSA Workflow
Full PSA billing automation spec for ET Design Build (K, 45 days)
Customer Onboarding Checklist
First 7 days post-signing — what we need before the 45-day clock starts
Proposal Template
Standard 3-page proposal layout derived from ET PSA Workflow that closed at K
Pricing & Engagement
Index for pricing rationale, terms, and engagement structure
45-Day Delivery Commitment
Fixed-price, fixed-date promise — what go-live means and what happens if we slip
Survey to Shipped
5-step method: Survey → Score → Pick → Build → Operate
Warranty & Support
30-day warranty + /hr on-demand after — no retainers
Acceptance Criteria Standard
The 6-item checklist that defines 'done' — backtesting against 90 days is the killer
How We Work Together
Internal operating docs for the firm — index
Standard Engagement
K Foundation + K Workflow Build = K — rationale + when to discount
Final Payment at Sign-Off
50/50 split tied to acceptance — disarming line for prospects
Where We Push Back
When to redirect rather than build — decision-heavy, low frequency, broken process
Cold Email Sequences
Two production 3-email sequences (Automation + AI Enablement) with routing rules and launch checklist
The 7-Step Pain Hook
Rhetorical move that turns interest into urgency — ET PSA example
Red Flags
Hard nos, yellow flags, green flags for qualifying prospects
Discovery Questions
Workflow / pain / cost / decision questions for discovery calls
Sales Methodology
Survey-to-Shipped 5-step process index
Sam's Call Scripts
Index for cold + warm call scripts
Cold Call Opener
The first 30 seconds of a cold call
Pitch Playbooks
Index for how we pitch Confluxion Point
Objection Responses
Common cold-call objections and our responses
Who We Are For
Ideal Confluxion customer profile + disqualifiers + Utah angle
Builder Not Salesperson
The credibility anchor that lands hardest with construction owners
The 3 Why Us Anchors
Closing argument for every proposal — memorize these three
Automation vs AI
The honest framing that separates us from the AI hype crowd
ICP & Targeting
Who Confluxion is for and who we pass on
The Confluxion Point Story
Voice, positioning, what we say and don't say
Sam's Getting Started Guide
First-hour onboarding for Sam
Wiki README
Source of truth + structure for the Confluxion Wiki
Confluxion Design Kit
Brand voice, colors, type, and writing rules. Source: ~/picasso/confluxion-design-kit.md