Red Oak Portfolio

Build Dashboard

Week 4 · Tue Sep 8 · live at redoak.wayfindercapital.co · weekly team check-in Tuesdays
3
Live raises
$15–20M
Portfolio · ~12-mo
Sep 15
Ads-on target (Day 30) · at risk
Oct 1
Committed by (Day 45)
Build progress — where every workstream stands~62%
Week 4. Foundation, CRM, dialer and campaign build are done and the deck is at v9 with Tom and David. The landing page and tracking have not started, and counsel has not returned the deck, so the Sep 15 ads-on date is at risk; Oct 1 is the date we hold to.
Infrastructure & domain
Done · live
Close CRM & pipeline
Bought · leads in · dialer wired ✓ · verify notes land
Accounts & tracking
Card on SendBlue ✓ · tracking not started
Canvas deck
v9, 21 pages, with Tom & David · FBFK next
Canvas funnel (page + tracking)
Landing page starts today · tracking after
Calling & dialer
Live · contacts in · cadences set
Meta campaign & creative
Campaign built ✓ · creative finalising this week
Moxie & Pine Haven
Staggered, days 46–90
The 30 / 60 / 90 milestones
Day 30 · ~Sep 15 · at risk
Canvas ads back on
Catcher works end to end: language cleared, speed-to-lead live, booking + tracking + landing page live. Committed by day 45 (Oct 1).
Day 60 · ~mid-Oct
Proven & measured
Cost per booked meeting known and falling; first commitments in writing; Moxie deck + landing page built off the Canvas template.
Day 75–90 · ~Nov
First funded, machine running
First investor funded by day 75; 1–3 funded by day 90; Pine Haven warm base live; playbook documented.
Canvas Moving
~$6M · Class D-1/2/3 · $100K min · 12% pref
Deck v9 in review · landing page and tracking this week
Moxie Building
~$5.5M · $100K new class
Templates off Canvas (days 46–60)
Pine Haven Later
~$3–4M recap · $100K min
Warm base + funnel (days 61–90)

This week — Sep 7–13

Landing page and tracking are the whole week · deck waits on Tom, David and FBFK

  • Canvas landing page in Lovable (canvas.redoakvc.com)Alex
  • Tracking end to end: click → booking → wire, into MetaAlex
  • Get David onto cal.com (via Tom's login)Alex
  • Verify dialer call notes are landing in CloseAlex
  • Kick off A2P 10DLC registrationAlexPlain English: carrier registration so business texts from a normal 10-digit number are not filtered as spam. Takes 1 to 3 weeks; speed-to-lead texting needs it.
  • Finalise Canvas creativeZach
  • Deck v9 feedback: photos, builder-name clearance, $100K basisTom / FBFK

Next week — Sep 14–20

The catcher test. Ads only if it passes

  • Apply counsel's corrections across deck, emails, landing pageAlex
  • Speed-to-lead on: opt-in → instant text → dial cadenceAlex
  • End-to-end test, one real lead, timed (first contact ≤ 15 min)Alex / Tom
  • Scoreboard v1 as a saved Close view; Clarity on the landing pageAlex
  • Test passes → Canvas ads on, broad structure, ~$500/day floorAlex / Zach

Open — waiting / decisions

  • FBFK review of deck v9 (and emails, social)Tom
  • David's role on Canvas, and whether a second Facebook account is neededTom
  • Track record: the loss in writing; what may printTom
  • Moxie photos (before and after) for deck page 9Tom
  • $24K outstanding invoices — statusTom
  • Moxie / Pine Haven deal-LLC detailsTom + David
  • John Burns webinar date + plan detailTom
Done In progress Planned / decision Blocking / gate Cut
Runway to ads-on. Day 30 target was the week of Sep 15; with the landing page and tracking starting this week and counsel not yet back, that date is at risk. The commitment is Oct 1 (Day 45). Ads flip on only when the catcher works end to end — the five gate items at the bottom.
Week 1Aug 17–23Done — foundation
Domain, email, dashboard, Drive, stack, CRM, dialer, accounts
  • Domain, email auth, dashboard, Drive system, tech stack signed off
  • Close bought, all leads uploaded, base pipeline built
  • Dialer.io onboarded & configured (Tom approved)
  • Google Ads / Analytics / Clarity under Centauri; Centauri FB page created
Week 2Aug 24–30Done, two carried
Counsel out, deck, funnel wiring
  • Centauri BM confirmed — owns Page + ad accounts
  • Canvas deck → v2 now v9
  • Verify Dialer ↔ Close wiring
  • Payment card on SendBlue (David)
  • Canvas landing page in Lovable carried to Week 4, starts Sep 8Alex
  • Get David onto cal.com carried, via Tom's loginAlex
  • Kick off A2P 10DLC registration carriedAlex
  • IG + Google posts to a reference standard status unknownZach + teamPlain English: redo the Instagram and Google Business posts so they match the credible-page examples Alex sent. No returns, no economics in social.
Week 3Aug 31–Sep 6Dialer live · deck to v9
Outreach started; deck rebuilt; funnel not yet wired
  • Dialer live — contacts imported, cadences set verify notes → Close
  • Meta campaign built
  • Canvas deck rebuilt: 19-page question spine, brand v3, then v9 with Tom's first feedback
  • Finalise Canvas creative this weekZach
  • Landing page finished + live (canvas.redoakvc.com) → Week 4Alex
  • Tracking end to end (click → booking → wire → Meta) → Week 4Alex
  • Data layer (Supabase + Worker + Vercel) cutReplaced by Close as the system of record, Zapier for the Meta handoff, and a saved Close view as the scoreboard. Lovable stays for pages. Vercel stays only to host this dashboard.
Week 4Sep 7–13◀ Now
Landing page and tracking built; David on cal.com; A2P filed; creative final
  • Canvas landing page in Lovable, live at canvas.redoakvc.comAlex
  • Tracking end to end (click → booking → wire → Meta)Alex
  • David onto cal.comAlex
  • A2P 10DLC registration filedAlex
  • Verify dialer notes land in CloseAlex
  • Canvas creative finalZach
  • Deck v9: Moxie photos, builder-name clearance, $100K basis, bios confirmedTom / David / FBFK
Week 5Sep 14–20Switch on the catcher, test
Compliance clears, automations on, end-to-end test; ads on only if it passes
  • Apply counsel's corrections across deck + emails + landing pageAlex
  • Speed-to-lead ON: opt-in → instant text → dial cadenceAlex
  • End-to-end test — one real lead, timed (first contact ≤ 15 min)Alex / Tom
  • Scoreboard v1 live as a saved Close view; Clarity on the landing pageAlex
  • Test passes → Canvas ads ON — broad structure, ~$500/day floorAlex / Zach
Week 6Sep 21–Oct 1🚀 Buffer to the Oct 1 commitment
If anything slips, it lands here. Ads on no later than Oct 1
  • Watch + adjust; first funnel review on real dataAll
🚦 Launch gate — all five true to flip ads on
  • Disclosure language cleared (FBFK)
  • Landing page live (canvas.redoakvc.com, Close form embedded) in build
  • Booking path live (cal.com — Tom on ✓, David this week)
  • Speed-to-lead live (opt-in → instant SMS → dial cadence) needs A2P
  • Tracking live (click → booking → wire → Meta)
⚠️ Watch: two things decide the date now. The landing page and tracking are both Alex's this week, and FBFK has not returned the deck. If either runs long, launch slides toward Oct 1, which is what the Day 30 / Day 45 split is for.
💰 Pressure valve: the dialer is live on the warm list. Tom can be booking and closing before ads ever turn on, so the first wire does not wait on launch.
Glossary. A2P 10DLC: carrier registration for business texting from a standard 10-digit number; without it, texts get filtered. Meta CAPI: Meta's server-side conversions feed, so a booked call or a wire counts as a conversion in Ads Manager. Speed-to-lead: the automation that texts a new lead within minutes and queues the call. Catcher: everything that happens after someone clicks an ad.
Who's driving what, this week and next. Every task has one owner. Weekly team check-in: Tuesdays. Tom dials the warm list first; a dedicated setter comes in once volume justifies it (~30 leads/day).
Alex Orchestration
This week
  • Canvas landing page in Lovable, live at canvas.redoakvc.com
  • Tracking end to end into Meta
  • David onto cal.com via Tom's login
  • File A2P 10DLC; verify dialer notes in Close
  • Deck v9 with Tom's first round applied
Next week
  • Apply FBFK corrections; speed-to-lead on; end-to-end test
  • Scoreboard as a saved Close view
Tom Closer · Managing Principal
This week
  • First deck feedback delivered
  • Moxie photos: earliest aerial with date, recent drone frame with date
  • FBFK: deck v9 review; naming the four builders
  • $100K example net or gross; the loss in writing; track record clearance
  • David's role on Canvas; second Facebook account?
  • $24K invoices
Next week
  • Run the dialer cadence; take booked calls
David Capital · Partner
This week
  • Payment card on SendBlue
  • cal.com set up (Alex adding via Tom's login)
  • Confirm bio on deck page 6; $300M or $400M
  • Moxie / Pine Haven deal-LLC info as available
Next week
  • Agree a cadence for the warm list (658 / 145 active)
  • Confirm the accreditation verification vendor
Zach Marketing Ops
This week
  • Meta campaign built
  • Finalise Canvas creative
  • IG + Google posts to the reference standard (status?)
Next week
  • Per-deal custom conversions once tracking is live
  • Ads on when the test passes
Week of Sep 7 — building the landing page and tracking. The dialer is live on the warm list, the Meta campaign is built, and the Canvas deck is at version 9 with Tom and David's first feedback in. This week Alex builds the Canvas landing page and wires tracking end to end; Zach finalises creative. Next week is the end-to-end test, and ads turn on when it passes, no later than Oct 1.
Where the build stands~62%
Foundation, CRM, dialer, campaign and deck done or nearly. The landing page and tracking are the open work.
Canvas Moving
~$6M raise
Deck v9 in review · funnel this week
Moxie Building
~$5.5M raise
Templates off Canvas
Pine Haven Building
~$3–4M recap
Warm base + funnel later

Happening this week

  • Canvas landing page built and live
  • Tracking wired end to end
  • Canvas creative finalised
  • Deck v9 with counsel; Moxie photos and builder names to confirm

Coming next week

  • Counsel's corrections applied
  • Speed-to-lead on; one real lead tested end to end
  • Ads on when the test passes

Already built

  • Domain, email auth, Cloudflare, live dashboard, control tower
  • Team Slack + shared Drive folder system (3 deals + Shared) + business-info master doc
  • Close CRM bought, all leads uploaded, base pipeline built, dialer wired in
  • Dialer.io live: contacts imported, cadences set
  • Meta campaign built; payment card in place
  • Canvas investor deck rebuilt to v9 in the Canvas brand, 21 pages, in review