Project Breakdown

Planning file for the ClickUp board. No ClickUp workspace has been created.

Status snapshot 07-10-2026. The task statuses below are the original plan and are kept as written. Since then: Parts 1–8 are built locally and staged at https://pareto-final-project.pages.dev (22 Link Index URLs tested without login); the CRM and email workflows exist as specifications and a local simulator only (GHL mock, workflows OFF); the Loom (T10.4) is not recorded; no ClickUp board exists. All external systems stay test-only (GoHighLevel test location, mock calendar, workflows OFF).

Timezone for all deadlines: AST (UTC−4).
Deadlines: DATE TO SET until Nazim picks the submission date (Open Question 4). The stated brief deadline was 07-10-2026; working backwards needs a confirmed new date.
Asset IDs (A#) and gap IDs (G#) match Business Map/Asset Register.md and Business Map/Gap Register.md. Dependency IDs (D#) match Dependency Register.md.

Fields

Field	Values
Owner	Nazim, Codex, Claude Code
Status	Not started, In progress, Review, Blocked, Approved
Priority	Critical, High, Medium, Low
Evidence	File path, URL, screenshot, test result, or explicit gap

GATE = a review gate; nothing after it starts until it is Approved. HUMAN CHECK = Nazim approves before any live or public change.

Milestone overview

#	Milestone	Owner	Deadline	Status	Depends on	Evidence
M1	Research and ICP approved	Codex	Done 07-10-2026	Approved	—	`Research/` (5 files), Part 1 handoff
M2	Business Map approved	Codex	Done 07-10-2026	Approved	M1	`Business Map/`
M3	Offer and qualification approved	Nazim	Done 07-10-2026	Approved	M2	`Offer/` (Part 4 approval)
M4	Lead magnet content and PDF ready	Claude Code	Done 07-10-2026	Approved	M3	`Build/` (app, PDFs, tests, QA report)
M5	Landing page and mini app ready	Claude Code	Done 07-10-2026	Approved	M3, M4, D3, D4	`Build/` app and `Build/funnel/` QA report
M6	GoHighLevel form, pipeline and workflows ready	Claude Code	DATE TO SET	In progress	M5, D2, D5	Workflow specs or test-location evidence
M7	Mock calendar and booking path ready	Claude Code	DATE TO SET	In progress	M6, D2	Mock booking evidence or test calendar
M8	Five ads and visual system ready	Claude Code	DATE TO SET	Not started	M3, M5, D1	Ad files, brand sheet
M9	Full test run passed	Claude Code	DATE TO SET	Not started	M5–M8	Test report
M10	Loom and final PDF submitted	Nazim	DATE TO SET	Not started	M9	Submission confirmation

Tasks and subtasks

M1 · Research and ICP approved (complete)

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T1.1	Source index, competitor matrix, ICP, personas, language bank	Claude Code	07-10-2026	Approved	Critical	—	`Research/*.md`
T1.2	Part 1 recommendation approved	Nazim	07-10-2026	Approved	Critical	T1.1	`Research/Part 1 Recommendation.md`
T1.3	Run Second Brain retrieval test in a Claude Project	Claude Code	DATE TO SET	Not started	Medium	T1.1	Screenshots of 3 answers vs expected (gap until run)

M2 · Business Map approved (complete)

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T2.1	Mermaid map, asset register, gap register	Claude Code	07-10-2026	Approved	Critical	M1	`Business Map/`
T2.2	Map decisions 1–6 settled	Codex	07-10-2026	Approved	High	T2.1	`Business Map.md` decisions section
T2.3	Fix routing table to match decision 4 ($500K+ = high fit) and A21 tool to match decision 6	Claude Code	DATE TO SET	Not started	Medium	T2.2	Updated `Business Map.md`, `Asset Register.md`
T2.4	Publish static map view (SVG/HTML, no login)	Claude Code	DATE TO SET	Not started	High	M5 host (D4)	Public URL, incognito test (A21, G10)

M3 · Offer and qualification approved — GATE

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T3.1	Final lead-magnet name (MAGIC formula)	Codex	DATE TO SET	Not started	Critical	M2	Part 4 offer file
T3.2	Value Equation write-up (Day 5)	Codex	DATE TO SET	Not started	High	T3.1	Part 4 offer file
T3.3	Final qualification wording and revenue ranges	Codex	DATE TO SET	Not started	Critical	D6	Question list with answer options
T3.4	Next-step offer: why a high-fit founder books the call	Codex	DATE TO SET	Not started	High	T3.1	Copy draft
T3.5	Read-only defect-first review of offer	Codex	DATE TO SET	Not started	High	T3.1–T3.4	Review notes
T3.6	Approve offer	Nazim	DATE TO SET	Not started	Critical	T3.5	Approval note

M4 · Lead magnet content and PDF ready

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T4.1	Task library: recurring founder tasks with default hours and ease-of-handoff score	Claude Code	DATE TO SET	Not started	Critical	M3	`Build/task-library` file
T4.1a	— Draft list from Part 1 symptoms and Pareto service scope	Claude Code	DATE TO SET	Not started	High	M3	Draft file
T4.1b	— Label all hour defaults as `ASSUMPTION`	Claude Code	DATE TO SET	Not started	High	T4.1a	Labels in file
T4.2	Ranking rules (hours × ease) and 3 test profiles with expected output	Claude Code	DATE TO SET	Not started	Critical	T4.1	Test profiles file (A5)
T4.3	Visual system: palette, type, logo use, imagery rules	Claude Code	DATE TO SET	Not started	High	D1	Brand sheet
T4.4	PDF plan template (text selectable, accessible)	Claude Code	DATE TO SET	Not started	Critical	T4.2, T4.3	Template + 3 sample PDFs (A20)
T4.5	Review PDF content and copy	Codex	DATE TO SET	Not started	High	T4.4	Review notes

M5 · Landing page and mini app ready — GATE before publishing

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T5.1	Choose host for app and pages	Nazim	DATE TO SET	Blocked	Critical	D4	Decision note (G11)
T5.2	Build mini app: task picker, hours, ranked result	Claude Code	DATE TO SET	Not started	Critical	T4.2	Local preview (A4, A7)
T5.2a	— Carry UTMs from URL into app state	Claude Code	DATE TO SET	Not started	High	T5.2	Test with sample UTM URL (A2)
T5.2b	— Pass result and UTMs into GHL form hidden fields or embed	Claude Code	DATE TO SET	Not started	Critical	T5.2, D2	Test submission in test location (G3)
T5.2c	— Fallback: single GHL multi-step form if T5.2b unreliable	Claude Code	DATE TO SET	Not started	Medium	T5.2b	Decision note
T5.3	Build landing page: hero, inside, who it's for, proof, CTA	Claude Code	DATE TO SET	Not started	Critical	M3, T4.3, D1	Local preview (A3)
T5.4	Build thank-you page with resource link	Claude Code	DATE TO SET	Not started	High	T4.4	Local preview (A15)
T5.5	Mobile, desktop and accessibility check	Claude Code	DATE TO SET	Not started	High	T5.2–T5.4	QA report
T5.6	Read-only defect-first review before publishing	Codex	DATE TO SET	Not started	High	T5.5	Review notes
T5.7	HUMAN CHECK: approve publishing pages and app	Nazim	DATE TO SET	Not started	Critical	T5.6	Approval note
T5.8	Publish and test every URL in incognito	Claude Code	DATE TO SET	Not started	Critical	T5.7	URLs + screenshots

M6 · GoHighLevel form, pipeline and workflows ready (test location only)

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T6.1	Confirm GHL test location and access	Nazim	DATE TO SET	Blocked	Critical	D2	Location name (no secrets) (G7)
T6.2	Custom fields for all qualifiers + UTMs	Claude Code	DATE TO SET	Not started	Critical	T6.1	Screenshot
T6.3	Form with contact + 5 qualifiers + email consent	Claude Code	DATE TO SET	Not started	Critical	T6.2, T3.3	Form URL (A6)
T6.4	Pipeline stages and tags	Claude Code	DATE TO SET	Not started	High	T6.1	Screenshot (A19)
T6.5	Opt-in workflow: create opportunity, tag tier, PDF email, notify (OFF)	Claude Code	DATE TO SET	Not started	Critical	T6.3, T6.4, T4.4, D5	Workflow screenshot (A9–A11)
T6.6	Routing: high → booking page; potential/low → thank-you	Claude Code	DATE TO SET	Not started	Critical	T6.5, M7	3 test contacts (A8)
T6.7	High-fit follow-up: 2 emails + booking nudge, stops on booking (OFF)	Claude Code	DATE TO SET	Not started	High	T6.5	Workflow screenshot (A16)
T6.8	Unqualified: 3 educational nurture emails after delivery (OFF)	Claude Code	DATE TO SET	Not started	Medium	T6.5	Workflow screenshot (A17)
T6.9	Low-fit: same educational nurture, no booking CTA	Claude Code	DATE TO SET	Not started	Medium	T6.5	Test log (A18)
T6.10	HUMAN CHECK: Nazim reviews every email's exact text	Nazim	DATE TO SET	Not started	Critical	T6.5–T6.9	Approval note

M7 · Mock calendar and booking path ready (test location only)

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T7.1	Build "Pareto Talent Right Hand Discovery Call" calendar: 30 min, mock availability	Claude Code	DATE TO SET	Not started	Critical	T6.1	Booking URL (A12)
T7.2	Booking workflow: Call Booked stage, confirmation, reminder (OFF)	Claude Code	DATE TO SET	Not started	High	T7.1, T6.4	Workflow screenshot (A13)
T7.3	Confirm live Pareto calendar untouched	Claude Code	DATE TO SET	Not started	High	T7.1	Note

M8 · Five ads and visual system ready (not activated, no spend)

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T8.1	Define ad angles 4 and 5	Codex	DATE TO SET	Not started	High	M3	Angle list (G9)
T8.2	Write 5 ads: hook, offer, qualifier, proof, mechanism, CTA	Claude Code	DATE TO SET	Not started	Critical	T8.1, D1	Ad copy file (A1)
T8.3	Generate on-brand images (check credit balance first)	Claude Code	DATE TO SET	Not started	High	T4.3, T8.2	Image files
T8.4	Tracking URLs with UTMs per ad	Claude Code	DATE TO SET	Not started	Medium	T5.8	URL list (A2)
T8.5	Consistency check: ads vs page vs PDF vs emails	Codex	DATE TO SET	Not started	Medium	T8.3	Review notes

M9 · Full test run passed — GATE before submission

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T9.1	HUMAN CHECK: approve turning workflows on for test contacts only	Nazim	DATE TO SET	Not started	Critical	M6, M7	Approval note
T9.2	Run 3 test contacts (high, potential, low) end to end	Claude Code	DATE TO SET	Not started	Critical	T9.1	Test report (stage, tags, emails, redirects)
T9.3	Check no duplicate or looping emails	Claude Code	DATE TO SET	Not started	Critical	T9.2	Email log
T9.4	Test every URL in incognito, mobile and desktop	Claude Code	DATE TO SET	Not started	Critical	T9.2	Screenshots
T9.5	Turn workflows back OFF after test unless Nazim approves otherwise	Claude Code	DATE TO SET	Not started	High	T9.2	Screenshot
T9.6	Read-only defect-first review of whole system	Codex	DATE TO SET	Not started	High	T9.2–T9.4	Review notes

M10 · Loom and final PDF submitted

ID	Task	Owner	Deadline	Status	Priority	Depends on	Evidence
T10.1	Write full SOP from `SOP Outline.md`	Claude Code	DATE TO SET	Not started	High	M9	SOP file + public link
T10.2	Build ClickUp board from this file (after approval)	Claude Code	DATE TO SET	Not started	High	D7	Public ClickUp link
T10.3	Loom script (2 min)	Codex	DATE TO SET	Not started	High	M9	Script file
T10.4	Record Loom	Nazim	DATE TO SET	Not started	Critical	T10.3	Public Loom URL (A22)
T10.5	Final PDF: cover, link index with exact labels, walkthrough	Claude Code	DATE TO SET	Not started	Critical	T10.1–T10.4	`FP_NazimSmith_ParetoBootcamp.pdf` (text selectable)
T10.6	Test every link in the PDF in incognito; unbuilt = label + dash	Claude Code	DATE TO SET	Not started	Critical	T10.5	Link test log
T10.7	Read-only defect-first review of final PDF	Codex	DATE TO SET	Not started	High	T10.6	Review notes
T10.8	HUMAN CHECK: Nazim submits at bootcamp.paretotalent.com/finalproject	Nazim	DATE TO SET	Not started	Critical	T10.7	Submission confirmation

Emergency four-hour execution schedule

The 23:00 AST deadline is fixed. The four-hour sequence is a target for moving efficiently, not a forced cutoff. Preserve readability and review quality; adjust the estimate after each completed window using actual elapsed time. This schedule assumes sandbox/test-only execution and labels every unbuilt external asset honestly.

Window	Focus	Required evidence
0:00–0:45	Part 4 offer approval: title, promise, Value Equation, qualifiers, routes, CTA	Approved offer files
0:45–1:45	Part 5 lead magnet: working mini-app or local demo plus accessible PDF template and sample output	App preview, PDF, test profiles
1:45–2:30	Parts 6–7 funnel and CRM: landing-page copy, form fields, workflow specs, mock calendar definition	Local preview/spec files, no live activation
2:30–3:15	Part 8 ad copy and visual direction: five distinct Facebook angles with UTMs	Ad copy and visual-system file
3:15–4:00	Part 9 assembly: link index, walkthrough, Loom script, final PDF draft	Final PDF draft and link test log
Final phase	Full read-only review, repair pass, link check, PDF export, and manual submission	Review notes, corrected files, and submission confirmation

Scope rule for the deadline

Prioritize a coherent, reviewable system and the final PDF. Keep GoHighLevel, calendar, email, hosting, ads, and ClickUp in test-only or documented-mock status unless an already available test surface can be completed without risking the deadline. Every unavailable URL must use the exact required label followed by a dash.

Working backwards (standard schedule, if the deadline moves)

Order and relative spacing to use when DATE TO SET is replaced, counting back from submission day (S):

Milestone	Target
M10 submitted	S
M9 test passed	S − 1 day
M8 ads ready	S − 2 days
M6, M7 GHL ready	S − 3 days
M5 page and app published	S − 4 days
M4 PDF ready	S − 5 days
M3 offer approved	S − 6 days

These spacings are an ASSUMPTION based on the execution plan's ~65 hours; adjust to real availability.