BOSSTORQUE • Sperry Tree Care • May 5, 2026

SOW vs. Actual — Q2 2026

Consolidated Growth System • BT-STC-Q2-2026

Contract
BT-STC-Q2-2026
$17,000 total
Contract Value
$17,000
Signed Mar 26, 2026
Collected to Date
$8,667
Signing + 2 monthly
Days Remaining
56
Campaign ends Jun 30
Open Action Items
3
2 overdue / 1 pending

Workstream Delivery Status

WS1
Security Hardening + Phase Zero
WordPress security, Phase Zero design comps
$3,500
Apr 10 • Jun 1
Split: Done / Open
Deliverable SOW Commitment Deadline Status
Security Hardening WordPress security audit, plugin hardening, user access controls, uptime monitoring configured Apr 10 ✓ Delivered
Phase Zero Design Comps Homepage wireframe + 2 interior page comps, mobile + desktop; brand-aligned with Sperry identity Jun 1 — 27 days Not Started
Action Required: Phase Zero design has not started. Jun 1 deadline is 27 days out — needs to begin this week to allow time for Sperry review and revisions. Assign design sprint immediately.
WS2
Email Campaign
11-email calendar • Res/Comm segmentation • Apr 1–Jun 30
$3,500
Apr 1 – Jun 30
On Track
Email SOW Description Scheduled / Sent Status
Email 1 Segment kickoff — Residential vs. Commercial list split Sent Apr 1 ✓ Sent
Email 2 Spring pruning — seasonal urgency, residential Sent Apr ✓ Sent
Email 3 Storm prep / risk assessment — commercial track Sent Apr ✓ Sent
Email 4A & 4B Deep-care services — Res (4A) + Comm (4B) variants Sent May ✓ Sent
Email 5 Mid-season check-in / estimate offer May 6 — Tomorrow Scheduled
Emails 6–11 Remaining calendar through Jun 30 — segmented sends May–Jun 30 Drafted & Queued
Notes: 5 of 11 sends complete. Email 5 scheduled for May 6 6am PDT. Emails 6–11 drafted and queued in Kit through Jun 30. Res/Comm segmentation active — all sends branch by list. Kit V4 API tooling operational; send_at preservation issue resolved.
WS3
Meta Advertising
Paid social — campaign build, creative, execution through Jun 30
$7,500
Live by Apr 14 – Jun 30
Blocked — Client Approval
Deliverable SOW Commitment Deadline Status
Campaign Architecture Campaign, ad set, and ad structure built in Meta Ads Manager; targeting configured for Lane + Benton County Apr 14 ✓ Built
Creative Assets Ad creative produced and uploaded; copy variants ready for A/B Apr 14 ✓ Ready
Campaign Live Campaign active and spending; performance monitoring in place through Jun 30 Apr 14 — 21 days ago Paused — Pending Approval
Blocked: Campaign built and ready. Paused pending Rob and Michele's approval of creative. 21 days of ad spend opportunity have elapsed since the Apr 14 go-live target. Need go/no-go from client this week to salvage remaining Q2 window (56 days, ~$7,500 budget).
WS4
Automation — Lead Warming + Club Welcome
7 automated emails across 2 sequences; Zapier triggers
$2,500
Live by Apr 27
Overdue — 8 Days
Sequence SOW Commitment Deadline Status
Lead Warming
3 emails		 Automated 3-email nurture triggered when new Jobber estimate is created; warms lead toward booked job via Zapier → Kit sequence Apr 27 — 8 days overdue Not Live
Designed, content drafted; not in Kit/Zapier
Club Welcome
4 emails		 Automated 4-email welcome sequence for new Plant Health Care club members; triggered on Jobber job completion or tag event Apr 27 — 8 days overdue Not Live
Designed, content drafted; not in Kit/Zapier
Zapier Triggers Jobber → Kit webhook connections for both sequences; tested and live Apr 27 — 8 days overdue Not Configured
Webhook helpers built; not deployed to production
Priority Action: WS4 is 8 days overdue. All sequence content is drafted and webhook tooling is built (kit_ui_inject.js, wp/webhooks_add_form.js). Blocker is final Zapier configuration and Kit sequence creation in production. Estimated to complete: 4–6 hours of implementation. Schedule this sprint immediately.

Payment Schedule

Payment Due Date Amount Status
Signing payment Mar 26, 2026 $4,500.00 Collected
Monthly — April Apr 1, 2026 $2,083.33 Collected
Monthly — May May 1, 2026 $2,083.33 Collected
Monthly — June Jun 1, 2026 $2,083.33 Upcoming
Monthly — July Jul 1, 2026 $2,083.33 Upcoming
Monthly — August Aug 1, 2026 $2,083.33 Upcoming
Final payment Sep 1, 2026 $2,083.35 Upcoming
Totals $17,000.00 $8,666.66 collected • $8,333.34 remaining

Open Action Items

  • 1
    WS4 Automation — Go Live
    Lead Warming (3 emails) + Club Welcome (4 emails) sequences not in Kit. Zapier triggers not configured. Content and tooling are ready — needs a 4–6 hour implementation sprint.
    Owner: BOSSTORQUE • Priority: Critical • Was due Apr 27
    Overdue 8d
  • 2
    Meta Campaign — Client Approval
    Campaign fully built and paused. Rob and Michele have not approved creative. 21 days of ad opportunity have elapsed. Client decision needed this week.
    Owner: Rob Miron / Michele Hatfield (Sperry) • Priority: High • Was live Apr 14
    Blocked
  • 3
    WS1 Phase Zero — Design Sprint Start
    Homepage wireframe + 2 interior comps not started. Due Jun 1 (27 days). Must begin this week to allow client review and revision cycles before deadline.
    Owner: BOSSTORQUE • Priority: High • Due Jun 1
    27 Days
Generated May 5, 2026 • BOSSTORQUE • Internal Hub • BT-STC-Q2-2026