Library
Everything Confluxion knows.
Unfiled 50
AI Audit One-Pager — Wasatch Environmental Sent to Julie Kilgore, $12,500/3wks. No A.P.I. row.
AI Audit One-Pager — ET Design Build Sent AI Safety Audit, $17,500/3wks. Construction (Procore/Sage). Has A.P.I. row.
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