Library

Everything Confluxion knows.

New

Firm Setup Checklist

The file/sign/open checklist to run Confluxion Point as a proper firm
v1 · Jun 29 referencefirm-opschecklist

Capital Contribution Log — How To Use

How to log personal-paid firm expenses toward LLC basis
v1 · Jun 29 referencefirm-opsfinance

Bookkeeping & Finance

Wave, invoicing, taxes, bank accounts, and cash-management rules
v1 · Jun 29 referencefirm-opsfinance

Legal & Insurance Templates

MSA/SOW/NDA, operating agreement, founder IP, and E&O/GL insurance
v1 · Jun 29 referencefirm-opslegal

README — Firm Operations

Index of the firm-operations folder: legal, bookkeeping, insurance, contributions
v1 · Jun 29 referencefirm-ops

Team

Who we are, headshots, bios, and the titles each cofounder uses
v1 · Jun 29 referenceteamfirm-ops

What a Great Survey Response Looks Like

The four things that turn a vague complaint into a quotable workflow
v1 · Jun 29 referencesalesmethodology

Brand Assets

Logos, email signatures, palette, and generation scripts
v1 · Jun 29 referencebrandassets

Industry Software We Already Know

Construction software we have hands-on integration experience with
v1 · Jun 29 referenceicpintegrations

Year-2 Economics

The year-2 annuity framing for late in the sales call
v1 · Jun 29 referencepricingsales

B. Jackson — AI Enablement Pitch

Tiered K/K founding-rate pitch for AI Enablement product line
v1 · Jun 29 companiesbjacksondealsai-enablement

Active Deals

Status dashboard of every live engagement
v1 · Jun 29 companiesdealsdashboard

B. Jackson — Files & Locations

Where every B. Jackson document lives
v1 · Jun 29 companiesbjacksonfiles

ET — Files & Locations

Where every ET-related document lives
v1 · Jun 29 companiesetfiles

B. Jackson

Utility contractor — first AI Enablement prospect (K-K)
v1 · Jun 29 companiesdealsbjackson

ET Design Build

Piney Flats TN design-build firm — K PSA workflow deal
v1 · Jun 29 companiesdealset

Case Studies

Template + index for closed-deal case studies
v1 · Jun 29 companiesmarketing

Companies

Index of all prospects + clients
v1 · Jun 29 companiesindex

ET PSA Workflow

Full PSA billing automation spec for ET Design Build (K, 45 days)
v1 · Jun 29 companiesdealset

Customer Onboarding Checklist

First 7 days post-signing — what we need before the 45-day clock starts
v1 · Jun 29 opsdelivery

Proposal Template

Standard 3-page proposal layout derived from ET PSA Workflow that closed at K
v1 · Jun 29 pricingproposal

Pricing & Engagement

Index for pricing rationale, terms, and engagement structure
v1 · Jun 29 pricingindex

45-Day Delivery Commitment

Fixed-price, fixed-date promise — what go-live means and what happens if we slip
v1 · Jun 29 pricingdelivery

Survey to Shipped

5-step method: Survey → Score → Pick → Build → Operate
v1 · Jun 29 salesmethodology

Warranty & Support

30-day warranty + /hr on-demand after — no retainers
v1 · Jun 29 pricingdelivery

Acceptance Criteria Standard

The 6-item checklist that defines 'done' — backtesting against 90 days is the killer
v1 · Jun 29 pricingdelivery

How We Work Together

Internal operating docs for the firm — index
v1 · Jun 29 opsindex

Standard Engagement

K Foundation + K Workflow Build = K — rationale + when to discount
v1 · Jun 29 pricingengagement

Final Payment at Sign-Off

50/50 split tied to acceptance — disarming line for prospects
v1 · Jun 29 pricingterms

Where We Push Back

When to redirect rather than build — decision-heavy, low frequency, broken process
v1 · Jun 29 salesmethodology

Cold Email Sequences

Two production 3-email sequences (Automation + AI Enablement) with routing rules and launch checklist
v1 · Jun 29 salesemail

The 7-Step Pain Hook

Rhetorical move that turns interest into urgency — ET PSA example
v1 · Jun 29 salespitch

Red Flags

Hard nos, yellow flags, green flags for qualifying prospects
v1 · Jun 29 salesicp

Discovery Questions

Workflow / pain / cost / decision questions for discovery calls
v1 · Jun 29 salesdiscovery

Sales Methodology

Survey-to-Shipped 5-step process index
v1 · Jun 29 salesmethodology

Sam's Call Scripts

Index for cold + warm call scripts
v1 · Jun 29 salessam

Cold Call Opener

The first 30 seconds of a cold call
v1 · Jun 29 salescold-call

Pitch Playbooks

Index for how we pitch Confluxion Point
v1 · Jun 29 salespitch

Objection Responses

Common cold-call objections and our responses
v1 · Jun 29 salesobjections

Who We Are For

Ideal Confluxion customer profile + disqualifiers + Utah angle
v1 · Jun 29 positioningicp

Builder Not Salesperson

The credibility anchor that lands hardest with construction owners
v1 · Jun 29 positioningpitch

The 3 Why Us Anchors

Closing argument for every proposal — memorize these three
v1 · Jun 29 positioningpitch

Automation vs AI

The honest framing that separates us from the AI hype crowd
v1 · Jun 29 positioningpitch

ICP & Targeting

Who Confluxion is for and who we pass on
v1 · Jun 29 positioningicp

The Confluxion Point Story

Voice, positioning, what we say and don't say
v1 · Jun 29 positioningvoice

Sam's Getting Started Guide

First-hour onboarding for Sam
v1 · Jun 29 onboardingsam

Wiki README

Source of truth + structure for the Confluxion Wiki
v1 · Jun 29 onboardingreference

Confluxion Design Kit

Brand voice, colors, type, and writing rules. Source: ~/picasso/confluxion-design-kit.md
v1 · Jun 28 brandreference