I have WAY too much going on right now in my work, family, and financial/home life. So I’ve asked ChatGPT to help me organize it and create a Master Plan.

ABY Efficiency Master Plan

✅ 1. Primary Goal

Build and maintain a high-quality broker pipeline that results in consistent new business, showing clear progress toward earning your $100K+ base through production.

2. Top 20% Tasks (High-Impact Activities)

These are the tasks that will produce 80%+ of your results:

A. Broker Outreach & Relationship Building

Email 10 brokers per day to introduce yourself and services.
Prioritize follow-up with warm leads, schedule calls or meetings.
Add/track all brokers in HubSpot by status: contacted, responded, quoting, sold.
Build Emerson Rogers relationship:
- Provide promo materials and pricing.
- Launch internal sales contest to drive broker referrals.
- Set up webinars for their broker base (educational with light CTA).

B. Sales Infrastructure & Speed

Redesign quote templates to save time and reduce customization friction.
Add email signature with key contact and plan info.
Improve your speed to quote, which is crucial for conversion.

C. Strategic Assets

Use ComplyDIY (once launched) as a credibility booster and lead magnet.
Tie in any CE or Benefits Weekly content that reinforces your thought leadership in compliance and TPA strategy.

3. Efficiency Plan (How to Minimize Time and Maximize Impact)

Task Area	Action	Time Strategy
Broker outreach	10 daily emails	Block 30–45 min first thing each morning. Use templates.
Broker meetings	Schedule follow-ups only with warm leads	3–5 calls/week, grouped into one or two afternoons.
HubSpot CRM	Track all outreach	30 min twice a week to update pipeline. Use custom fields.
Emerson Rogers strategy	Create promo packet + contest + webinar plan	One-time sprint: ~4 focused hours over 2–3 days. Then maintain lightly.
Quote templates	Redesign to speed quoting	Batch this—one focused 2-hour session to revamp templates.
Email signature	Add full signature block	15 minutes—done once.
ComplyDIY	Dedicate pre-launch work to ABY bucket	Track sales benefit once launched. Fold promotion into ABY hours.

️ Weekly Time Estimate for ABY (Optimized)

Task	Time
Daily outreach (5x/week)	3–4 hrs
Broker meetings (calls or in-person)	3–5 hrs
CRM management (HubSpot)	1 hr
Sales infrastructure (templates, email, systems)	2 hrs
Emerson Rogers strategy (initial build + maintenance)	2–3 hrs
ComplyDIY time (ABY portion)	5 hrs

Total: ~15–20 hours/week of focused, high-impact work
(Allows room for flexibility, travel, and miscellaneous requests to round out to 30 hours/week)

Quick Wins (Do These This Week if Possible)

✅ Create/update email signature with name, title, phone, compliance site, etc.
✅ Rebuild quote templates (or start with one or two key ones).
✅ Finalize Emerson Rogers contest idea + email packet.
✅ Block 30–45 min daily for broker emails.
✅ Set up HubSpot status categories: Contacted, Warm, Quoted, Sold.
✅ Create a one-line summary of ComplyDIY to mention in every conversation.

ComplyDIY Efficiency Master Plan (Pre-Launch Focus)

✅ 1. Primary Goal

Complete and launch the updated ComplyDIY website by August 31, with a clean structure, quality content, and a working subscription system — so it can be integrated into ABY marketing and promoted elsewhere.

2. Top 20% Tasks (High-Impact Pre-Launch Items)

These are the things that will get you to a solid MVP (minimum viable product) version of the site:

️ A. Website Setup & Content

✅ Duplicate current site to Comply.diy (fresh start, same structure).
✅ Purchase & install WP Bakery Page Builder ($69).
✅ Build accordion structure on each page for cleaner navigation.
✅ Finish compliance content per page (summarize, don’t overbuild).
✅ Upload free documents (PDFs, templates, checklists).
✅ Add info and pricing for premium documents.

B. Payments & Membership

✅ Confirm the membership plugin you have is Stripe-compatible and fits your pricing model.
✅ Set up Stripe payment gateway for subscriptions.
✅ Create at least one premium membership level to test functionality.

C. Business Setup / Compliance

✅ File Form 1065 for 2024.
✅ File Texas Franchise Tax.
✅ Check or update business structure/tax setup (LLC, EIN, etc.).

D. Post-Launch Promotion Prep

✅ Add simple “Powered by ABY Benefits” info with contact or pricing.
✅ Draft a launch announcement post/email for ABY, ComedyCE, and Benefits Weekly.
✅ Create 1–2 visual walkthroughs or Loom videos showing what the tool does.

3. Efficiency Plan (How to Get It Done in ~20 Hours Over August)

You said you’ve got ~5 hours/week to devote to this outside of ABY — so here’s a breakdown that fits your August timeline:

Weekly Sprint Plan:

Week	Focus	Time
Week 1 (Aug 1–7)	Duplicate site, buy WP Bakery, add accordions, confirm plugin	~5 hrs
Week 2 (Aug 8–14)	Add/finish core content and upload free documents	~5 hrs
Week 3 (Aug 15–21)	Stripe integration, membership setup, pricing page	~5 hrs
Week 4 (Aug 22–31)	Business filings, add ABY branding, test checkout, prep promos	~5+ hrs

If you find you’re ahead one week, you can pull from the next—this plan gives breathing room.

Bonus: Business Compliance Checklist

To avoid dragging out the backend stuff, batch it into a 2-hour session:

✅ File 1065 (federal partnership return).
✅ File Texas Franchise Tax.
✅ Confirm Stripe and membership plugin are tied to the right bank/tax ID.
✅ Add any missing pieces to your business bookkeeping system (QuickBooks, Wave, etc.).

Post-Launch Plan (September Onward)

Once launched, ComplyDIY becomes a low-maintenance marketing tool:

✅ Promote via ABY (fold into your 30-hour week).
✅ Promote via ComedyCE (quick ad slide or blog post).
✅ Promote via Benefits Weekly (launch article + occasional mentions).
✅ Monitor Stripe and site performance weekly (10–15 min check-ins).

️ Summary of the Time Investment

August Pre-Launch: 20 hours total (~5 per week).
Ongoing After Launch: 30–60 min/week maintenance.
Promotion: Folds into existing projects (no extra hours).

ComedyCE.com Master Plan (August–December 2025)

Primary Goals

Maintain current CE operations with minimal effort.
Refresh the website and schedule to stay professional and current.
Expand strategically (either by state or course format).
Organize attendee files in the cloud for easier access and long-term scalability.

Top 20% Tasks (to maintain & grow with max efficiency)

Category	Task	Effort	Notes
Monthly Webinars	Run ~1–2 hrs live/month	~2 hrs/month	Leverage pre-recorded sessions as planned
CE Credit Processing	Process CE credit for 12 hrs/month	~12 hrs/month	~1 hr per session
Schedule Creation	Create & post schedule for Sept–Dec	~3 hrs total	Done once in early August
Website Refresh	Redesign and update key pages	~12–16 hrs	Block 2 workdays or spread over August
️ CE Folders	Create cloud folders & send links	~4–5 hrs upfront	One-time project
Expansion Prep	Choose 1 state to expand into	~3–4 hrs research	Target launch early 2026
Self-Study Course Dev	Plan & outline 1 course	~3–5 hrs (AI-assisted)	Start with a simple 1-hour ethics or intro course

⏱️ Monthly Time Commitment Summary (Aug–Dec)

Task	Hours/Month
Webinars (live portions)	2
CE Credit Processing	12
One-Time Projects (spread out):
– Schedule (Aug only)	3 (Aug)
– Website (Aug/Sept)	6–8/month
– Cloud folder setup	4 (Aug)
– Expansion research	3 (Sept)
– Self-study course planning	2–3 (Sept/Oct)
Total Typical Month	~15–20 hrs/month

Efficiency Plan by Month

Month	Focus
August
• Finalize & post Sept–Dec schedule
• Refresh website (even if just key pages)
• Set up CE folders + links
September
• Research top target state for expansion (licensing, rules)
• Light content prep for new self-study course
October–December
• Finalize and test 1 self-study course
• Begin prep for 2026: renewal dates, expansion launch plan

Cloud Folder Project (One-Time)

You could do this in Google Drive or Dropbox:

One folder per attendee.
Upload CE certificates or attendance proof.
Use a naming convention like:
ComedyCE > 2025 > [Last Name, First Name]
Send attendees a link to their personal folder.

Optional: Use a Google Form to automate certificate delivery and collection in the future.

Ideas for Self-Study Course (You + AI)

Let me help you build one of these:

“Was the ACA Doomed to Fail?” (Convert to self-paced)
“Gaming the System” (Ethics) – already structured, could easily adapt
“How AI is Changing Health Insurance” – new and timely

Summary: What Gets You 80% of the Results

✅ Pre-recorded sessions keep your CE machine humming with little effort.
✅ Website + schedule updates maintain professional polish.
✅ Cloud folders improve organization for clients.
✅ Self-study course & state expansion are the true levers for growth.

JME Insurance Agency

Time-Sensitive, Recurring Tasks

Task	Time Estimate	Months Involved
Download BCBSTX renewal offers	1 hr/month	Aug–Dec
Run renewal quotes	Aug: 2 hrs Sep: 8 hrs Oct: 12 hrs Nov–Dec: 3 hrs each	Aug–Dec
Update Stella spreadsheet	20+ hrs	Early Oct
Upload SBCs + create links	1 hr/month	Oct–Dec + Jan–Mar
Download 2026 SBCs (Laura)	9 hrs total	Flexible, before year-end
Create packets (Eric & Laura)	~30 mins each x 120 = 60 hrs total	Spread Aug–Dec
Website overhaul (Aug)	30 hrs	August only
Website maintenance	2 hrs/week = ~8 hrs/month	Sep–Dec
Update age rates and packet tool	4 hrs	Q4 (probably Oct–Nov)
Gather 2026 plan info	2 hrs	Late Sep
Update email templates	4 hrs	Oct
Work on Google Business Listing	~3 hrs/month	Aug–Dec
Broker webinars	2 webinars x (2 hrs prep + 45 min delivery) = 5.5 hrs	Sep & Nov
Help agents with renewals	Light monthly time, heavier in Oct	Aug–Dec (esp. Oct)
Answer/forward emails	Ongoing	All months
Call IT to set up new computer	2 hrs	August

Approximate Time Commitment by Month (JME only)

Month	Estimated Hours
August	~55 hrs (website revamp + packets + quotes + IT + monthly tasks)
September	~45 hrs (Dec renewals + packets + webinar + site + ongoing tasks)
October	65+ hrs (Jan renewals + Stella + packets + site + SBCs + consulting + email templates)
November	~35 hrs (Feb renewals + packets + webinar + Google listing + ongoing)
December	~30 hrs (Mar renewals + packets + SBCs + emails + misc)

Key Takeaways:

October is your heaviest month, and if you’re going to drop or delegate something, that’s when you’ll most need relief.
The packet creation task (60 hours) is the biggest time block overall. This is a good candidate for batching or shared responsibility with Laura.
Website revamp (30 hours in August) is a major task this month, so you’ll need to make room for it early.
Smaller ongoing tasks (Google listing, emails, light consulting) will add up but are manageable if scheduled intentionally.

BenefitLab Efficiency Master Plan (August & Beyond)

✅ 1. Primary Goal

Complete Stella spreadsheet updates, relaunch the BenefitLab website with a broker portal for easy access to tools, and prep for 2026 quoting — all while keeping billing and admin tight.

2. Top 20% Tasks (High-Impact Activities)

These are the activities that drive the value of BenefitLab and keep it usable for brokers:

A. Stella Quote Tool

✅ Update the spreadsheet for 2025 plans in August (~20 hrs total, already blocked).
Begin info gathering for 2026 plan updates — track carrier changes, download rate filings, monitor plan design shifts.

B. Website + Broker Portal

✅ Revamp BenefitLab.org to clarify offerings.
✅ Add secure broker portal (basic login/download model).
✅ Upload current Stella file and future updates there.

C. Billing & Admin

✅ Run monthly billing (track access, invoice, or charge via Stripe/PayPal).
✅ Address any late payments or support requests.

3. Efficiency Plan (Time Strategy)

Task	Time Estimate	Timing Notes
Update Stella Spreadsheet (Aug)	20 hrs	Already committed; spread across August
Website + Portal Revamp	10–15 hrs	Focused sprint (2–3 sessions)
Billing/Admin	3 hrs/month	1 hour/week or batch monthly
Gather 2026 Plan Info	2–3 hrs/month now; increases later	Start light in Aug–Sept, heavier Q4–Q1

August Plan

Week	Focus
Week 1	Begin spreadsheet update (batch hardest parts first)
Week 2	Continue spreadsheet + Begin website portal build
Week 3	Finish spreadsheet + Finalize broker portal
Week 4	Upload tools + Test access + Billing + Begin 2026 plan tracking

Time estimate for August: ~35–40 hours total
(Includes Stella update, website work, admin, and early 2026 prep.)

Post-Launch (September Onward)

Activity	Time/Week
Ongoing billing/support	1 hr/week
Broker portal content updates	1–2 hrs when needed
2026 plan tracking	2–3 hrs/month (scales up Q4)
Stella update (next cycle)	Begins again in Q2–Q3 2026

HealthInsuranceFAQs.com Efficiency Master Plan

✅ 1. Primary Goal

Ensure the membership system works, finish initial onboarding, gradually expand the Q&A library (with AI help), and lightly promote it — all without disrupting your other priorities.

2. Top 20% Tasks (High-Impact Activities)

These small but impactful tasks will keep the site growing and useful without consuming much of your time.

⚙️ A. Technical Setup & Access

✅ Troubleshoot membership plugin issues so registration works (3 hrs)
✅ Send registration invites to early requesters (1 hr)
⏳ Check plugin compatibility with email provider (optional follow-up)

B. Content Expansion

✅ Add 1–2 Q&As per week while watching TV (use ChatGPT to speed this up)
✅ Prioritize questions from common agent confusion, compliance issues, and seasonal topics (e.g., Q4 enrollments)

C. Light Promotion

✅ Add link to your email signature
✅ Mention in Benefits Weekly (1x/month)
✅ Drop a note in ComedyCE or CE class slides occasionally

3. Efficiency Plan (Time Strategy)

Task	Time Estimate	Timing Notes
Fix registration system	3 hrs	One-time; do it ASAP this week
Send invites	1 hr	Do immediately after system fix
Add Q&As	1–2 hrs/week	Can be done while watching TV
Light promo	1 hr/month	Link drop, mention in other channels

August Plan

Week	Focus
Week 1	Fix registration + Send invites
Week 2	Add 2–3 Q&As + Add link to signature
Week 3	Add 2–3 Q&As + Write quick mention for ComedyCE/Benefits Weekly
Week 4	Add 1–2 Q&As + Revisit plugin for email compatibility (optional)

Ongoing Plan (Starting September)

Activity	Time/Week	Time/Month
Add new Q&As	1–2 hrs/week	4–8 hrs/month
Light promotion	—	~1 hr/month
Tech/admin (if needed)	—	As needed, rare

Benefits Weekly Master Plan

Primary Goal

Launch a weekly health insurance industry newsletter in mid-September with a polished website, structured content flow, alternating content responsibilities, and a clear path to subscriber growth.

✅ 1. Key Milestones

These are the one-time tasks to complete before launch.

Task	Time Est.	Notes
Finalize or change website theme	2–3 hrs	If you’re changing it, do ASAP
Set up newsletter template (website layout w/ accordions)	2–3 hrs	WPBakery + mobile-friendly
Create email capture flow (Mailchimp or HubSpot)	2–3 hrs	Decide which tool to use
Connect website signup to email list	1 hr	Plugin or integration step
Build 2 sample newsletters	8–12 hrs total	You & Kyle each do one
Define newsletter sections & template flow	1 hr	E.g., Intro video, Top Story, Highlights, Industry News, CE Tip, etc.
Record intro video format & test upload	2 hrs	Set up format, possibly test hosting platform
Import existing email list and send teaser/pre-launch emails	1–2 hrs	Try 2 pre-launch emails
Build About page and light promo copy	1–2 hrs	Why it exists, who it’s for

Goal: Complete these by September 13 for soft launch

2. Recurring Weekly Tasks (Starting Mid-Sept)

Task	Owner	Time Est.
Full content week (article + video)	You or Kyle	8 hrs
Light week (review + help with video)	You or Kyle	4 hrs
Publish on website	Alternating or shared	1 hr
Send to email list	Shared or automated	30 min
Promo (LinkedIn post, email sig mention, etc.)	Shared	30 min

Average weekly commitment for you: ~6 hrs/week

Benefits Weekly – Simplified Newsletter Structure (Single Topic Focus)

Intro Video
A 1–2 minute teaser or commentary from you or Kyle introducing the topic of the week. This builds connection and frames the discussion.
Featured Article
The main content. One clear, well-researched piece on the weekly topic. Could include:
- Background/context
- Industry implications
- Agent-specific takeaways
- Tools or resources
- Personal perspective or anecdote
Optional SME Quote or Guest Blurb (when applicable)
A quote, insight, or short write-up from a subject matter expert to enrich the article or offer an alternate angle.
Call to Action / Reader Prompt
Ask readers to:
- Reply with feedback
- Share with peers
- Subscribe
- Ask a related question for future coverage

Sample Weekly Flow:

Week	Topic	Author	Role
1	Reference-based pricing	Kyle	Full article & intro video
2	Plan design flexibility for small groups	You	Full article & intro video
3	HSAs and preventive care	Kyle	Article; you record video
4	Hidden costs in level-funded plans	You	Article; Kyle records video

✅ Benefits of This Format

Simpler to produce: No need to aggregate multiple segments or curate links.
More focused: Easier for readers to digest, share, and remember.
Scalable: Still allows for expert guests or outside input without reworking the whole layout.
Searchable: Each issue becomes a standalone piece you can tag or archive by topic on the website.

4. Strategic Notes

Platform decision: Mailchimp is easier to manage initially. HubSpot better for long-term CRM.
Style: Conversational but expert. Alternating voices will keep it fresh.
Guests: Even brief SME quotes lighten your load and boost credibility.
Repurposing: Pull content for LinkedIn, Benefits Lab, ComedyCE, etc.
Video: Could be Loom or YouTube embed. Don’t overproduce at first.
Promo Strategy: Email list, LinkedIn, CE classes, site popups, partners.

August–September Timeline

Week	Focus
Aug 5–9	Finalize theme + draft site structure
Aug 12–16	Build template, test signup integration
Aug 19–23	Create newsletter samples, record test video
Aug 26–30	Load sample issues, About page, test delivery
Sept 2–6	Pre-launch emails, troubleshoot, soft promo
Sept 9–13	Launch Week!

AHCP (Blog Writing Side Gig)

Target cadence: 1 post per week (total of ~22 more needed in 2025)
Current pace: ~2 per month
Goal: Batch-write to get ahead
- This week (early August): Write and submit ~6 posts (estimate: ~9–12 hours total)
- September: Write and submit another ~6 posts (another ~9–12 hours)
- That would give you a 12-post buffer, enough to carry you through the rest of the year at 1 per week (or keep your current 2/month pace steady through year-end)
Best times for writing: Early morning or evening

Family Issues

Your Uncle (Gary)

Current: In skilled nursing in Sugar Land.
Plan: Discharge in 2 days; you’re arranging non-emergency medical transport.
Ongoing: You’ll likely need to:
- Order groceries from H-E-B (1 hr)
- Order household/medical supplies from Amazon (1 hr)
- Check in remotely unless he needs more intensive support
Time Commitment: ✅ Minimal after initial coordination

‍ Your Mom (Post-Surgery + Chemo)

Current: 1st chemo done; mild headache/bone pain but manageable; wig acquired.
Upcoming: 3 more treatments.
Support Needs:
- Occasional in-person check-ins
- Prevent her from overdoing it
- Possibly some emotional/moral support
Time Commitment: ⏳ Intermittent physical support; emotional availability more important

‍ Your Wife’s Dad (Dementia/Alzheimer’s)

Current: Original caregiver just left.
Update: New caregiver (5 days/week, 6 hrs/day) may be onboard — huge relief if it works.
Backup: Your wife and her siblings, with you in a support role.
Main Issue: Bathing, hygiene, general resistance
Time Commitment: Possibly lower now, but be prepared for fallback if this caregiver doesn’t work out

Brian’s Dad (Lynn)

Current: Nursing home in North Texas; declining rapidly.
Support:
- You’re stopping by briefly every few days
- Emotional support to Brian and your sister (they’re the main caregivers)
Time Commitment: ✅ Light visits, mostly emotional support

Your Nephew Jeff

Current: In California rehab
Update: Relieved some of the immediate emotional and logistical pressure
Ongoing: Still needs watching, but not your day-to-day concern for now
Time Commitment: ✅ Very low unless new crisis arises

What This Means for You

While this is still a heavy load emotionally, your direct time commitment may be more manageable than expected if:

The new caregiver works out for your wife’s dad
Your uncle stays stable post-discharge
Your mom continues tolerating chemo as well as she has so far

You’ll likely need to build in a few hours each week for:

Care coordination (calls, orders, scheduling)
Emotional availability (being present for your mom, wife, sister, Brian)
Short visits/check-ins (Lynn, possibly your mom)

My Health

‍⚕️ Primary Doctor

Purpose:

Evaluate blood sugar issues
Investigate pain in back/ribs/abdomen

Next Step:

Schedule an appointment (ASAP — you don’t have one set yet)

Back Specialist

Appointment Date:

August 11

Prep:

You were supposed to start rehab before this visit
You still need to schedule a rehab appointment (preferably this week)

✅ Suggested Immediate Actions

Call/schedule online: Primary doctor appointment (target: within next 1–2 weeks)
Call physical rehab clinic: Try to get a session booked before August 11
Optional: Make a note of any symptoms/pain patterns to bring to both appointments

Home and Financial

House Projects & Repairs

1. Tree Removal

✅ Completed
~$6,000 (with tip)

2. Roof Replacement

Insurance route:
- Adjuster meeting Aug 6
- If approved: move forward with this company
Backup plan:
- Waiting to hear from second contractor (referred by Elizabeth)
- If insurance doesn’t cover enough, get second quote
Could be free (insurance) or ~$10,000+

3. Pre-Roof Work

✅ Had someone inspect facia board area + tree hole patch
⏳ Waiting on quote this week
Must do before roof replacement

4. Back Wall + Interior Wall

Same contractor will provide quote (included with facia quote)
To be done after roof

5. Deck Replacement

Final step
Likely costly, to be scheduled after back wall

Financial Tasks

1. Taxes

Still need to file 2024 taxes
Will owe more
High priority task

2. Health Insurance Premiums

You are switching from personal plan to ABY plan
→ Savings: $600+ per month
Laura is staying on current plan for now
Jeff must stay on current plan due to rehab
New monthly premium: ~$2,000 (down from $2,700)

Time-Critical (chronological)

Tue, Aug 5 – Uncle discharge (Sugar Land)
- Book non-emergency medical transport; confirm window (mid–late morning).
- H-E-B grocery order + Amazon essentials. (~2 hrs total)
Wed, Aug 6 – Roof adjuster meeting with contractor.
- Have fascia/patch quote in hand if possible; decide go/no-go or get 2nd quote. (1 hr meeting + 30 min decisions)
This week (Aug 3–9)
- Rehab/physical therapy: schedule before back specialist. (15–20 min)
- Primary care: book appointment for blood sugar + abdominal/back pain (target within 1–2 weeks). (15–20 min)
- HealthInsuranceFAQs: fix membership plugin (3h) + send invites (1h).
- ComplyDIY Week 1 sprint (see section). (~5 hrs)
- ABY: daily broker emails (5 days) + ER contest/packet draft start. (~5–6 hrs)
Mon, Aug 11 – Back specialist appointment.
- Bring symptom log (pain patterns, what helps/hurts). (15 min prep)

ABY (W-2 Sales) — 15–20 focused hrs/wk (part of your ~30)

Outcome: Consistent broker pipeline + visible progress toward production.

Daily outreach: 10 broker emails (template-driven). (30–45 min/day)
Follow-ups/meetings with warm leads (3–5/wk, batch Tue/Thu PM). (3–5 hrs/wk)
HubSpot: statuses = Contacted / Responded / Quoting / Sold; update 2×/wk. (1 hr/wk)
Emerson Rogers: promo packet + internal referral contest + 2 webinars (date-hold).
- One-time build: ~4 hrs over 2–3 days; then light maintenance.
Quote templates: rebuild for speed. (2 hrs once)
Email signature: complete info/links. (15 min)
ComplyDIY promotion: counts inside ABY hours once launched. (~1 hr/wk post-launch)

My take: Lock the daily outreach block on your calendar; everything else flexes around it. Speed-to-quote is a conversion lever—do the template fix this week.

ComplyDIY (August launch) — ~20 hrs total in Aug

Goal: Launch on Aug 31; fold promotion into ABY.

Week 1 (Aug 1–7): Duplicate to Comply.diy, buy/install WPBakery, build accordions, confirm membership plugin. (~5 hrs)
Week 2 (Aug 8–14): Core content + upload free docs + premium info. (~5 hrs)
Week 3 (Aug 15–21): Stripe + membership level(s) + pricing page. (~5 hrs)
Week 4 (Aug 22–31): File 1065 + Texas Franchise Tax, add ABY branding, test checkout, draft launch posts. (5+ hrs)

My take: This stays small if you ship an MVP. Depth can come later.

JME (Contract) — hours vary by month

Recurring: First week each month download BCBSTX renewals. (1 hr)

Aug (Nov 1 renewals): quotes ~2 hrs. Website overhaul 30 hrs. Packets throughout.
Sep (Dec 1 renewals): quotes ~8 hrs. Broker webinar (2 hr prep + 45 min).
Oct (Jan 1 renewals): quotes 12+ hrs + Stella update 20 hrs + SBC uploads (1 hr) + email templates (4 hrs) + agent consults (heavier).
Nov (Feb renewals): quotes ~3 hrs, webinar (2 hr prep + 45 min), SBC uploads (1 hr).
Dec (Mar renewals): quotes ~3 hrs, SBC uploads (1 hr).
SBCs: Upload Oct–Dec + Jan–Mar, 1 hr/month.
2026 SBC downloads (Laura): 9 hrs total by year-end.
Packets: ~120 × 30 min = 60 hrs (Aug–Dec; batch).
Website maintenance: 2 hrs/wk Sep–Dec.
Age rates + packet tool Q1: 4 hrs (late Q4).
2026 plan info gathering: 2 hrs late Sep.
IT new computer setup: 2 hrs in Aug.

My take: October is the pinch point. Pre-build packet steps (naming, folder templates) in August; batch packets in 90-min sprints.

BenefitLab (Stella) — Aug heavy, then light

Stella update (Aug): 20 hrs.
Website + broker portal: 10–15 hrs (2–3 sessions).
Billing/admin: 3 hrs this cycle.
2026 plan intel: 2–3 hrs/month (light now; ramps later).

My take: Do portal in parallel with Stella so brokers self-serve updates—saves you time all Q4.

ComedyCE — ~15–20 hrs/month through year

Maintain with minimal lift; prep for growth.

Monthly webinars: 1–2 hrs live (most pre-recorded).
CE credit processing: ~12 hrs/month.
Sept–Dec schedule: build + post (Aug). (~3 hrs)
Website refresh: 12–16 hrs (2 days in Aug/Sept).
Cloud CE folders + links: 4–5 hrs (one-time).
Expansion research (next state): 3–4 hrs in Sep.
Self-study course (outline): 3–5 hrs in Sep/Oct (I can help draft).

My take: Lock two “CE admin” blocks each month to clear credits and avoid carryover stress.

HealthInsuranceFAQs.com — light, steady

This week: Fix membership plugin (3 hrs) + send invites (1 hr).
Content: 1–2 hrs/wk adding Q&As (TV-time).
Promo: 1 hr/month (sig link, mention in Benefits Weekly/CE slides).

My take: Keep it to night/weekend low-energy work only; perfect “maintenance” project.

Benefits Weekly (mid-Sept launch) — ~6 hrs/wk average

Aug: Theme decision (2–3h), WPBakery template (2–3h), pick Mailchimp vs. HubSpot (2–3h), connect signup (1h), 2 sample issues (8–12h between you & Kyle), intro video test (2h), pre-launch emails (1–2h).
Weekly (post-launch):
- Full-content weeks (your turn): ~8 hrs
- Light weeks (Kyle leads): ~4 hrs (review + intro video)
- Publish (1h) + send (30m).

My take: Decide platform this week so list-building starts now.

✍️ AHCP (Ghostwriting) — batch to get ahead

Aug: Write 6 posts (~9–12 hrs) during early AM/evenings.
Sep: Write 6 more (~9–12 hrs).
This buffer covers the rest of 2025.

My take: Create 6 outlines first; then draft in two 90-min sprints per post.

Caregiving — lower than feared, but schedule first

Uncle: Book NEMT (2 days from now), H-E-B + Amazon orders. (~2 hrs)
Mom: 3 remaining chemo sessions—confirm dates; plan short visits + “don’t overdo it” checks each week. (2–4 hrs/wk)
Wife’s dad: New caregiver 5 days × 6 hrs; you on light support. (~0–1 hr/wk)
Brian’s dad (Lynn): Short visits every few days. (~1–2 hrs/wk)
Jeff: In rehab; minimal time.

My take: Put chemo dates + “visit windows” on the calendar now so work molds around them.

Personal Health — book now, protect time

Primary care appointment (blood sugar + pain): Book this week.
Rehab/PT: Schedule before Aug 11 specialist.
Back specialist: Mon, Aug 11 (bring symptom notes).
Movement: 20–30 min walks 5–6 days/week (stress + glucose + sleep).

My take: Short, frequent walks are the best ROI habit you can add right now.

House & Finances

Roof path:
- Aug 6 adjuster meeting → decide insurer route vs. 2nd quote.
- Pre-roof fascia/patch: review quote this week; schedule.
- After roof: back wall + interior, then deck. Get phased quotes to control cash flow.
Taxes: File 2024; expect balance due. Schedule a 2–3 hr block.
Health premiums: Switch you to ABY (saves $600+/mo); keep Laura/Jeff as is → ~$2,000/mo total.

My take: Ask contractors for sequenced bids and “not-to-exceed” numbers to reduce uncertainty.

️ My Thoughts (where the crunch is & how to smooth it)

October is the spike (JME Jan renewals + Stella + packets).
→ Plan now: front-load packets in Aug/Sep; finish Stella by mid-Oct; avoid scheduling big ABY pushes that week.
Daily ABY outreach is your keystone habit—protect that 30–45 min block.
Batch content (AHCP, Benefits Weekly) in early mornings/evenings; use outlines to cut drafting time in half.
ComplyDIY/BenefitLab portals reduce repetitive email support all Q4—worth the upfront effort.
Calendar first, then tasks: put chemo, rehab, adjuster, back specialist, renewal weeks, and webinars on the calendar today. Then fit work blocks around those.

✅ Want this as a tracker?

I can turn this into a single spreadsheet with:

Columns: Task • Bucket • Deadline/Date • Est. Time • Status • Notes
Pre-filled with everything above (dates like Aug 5, Aug 6, Aug 11, monthly cadence, etc.)
Plus a weekly view you can print/use.

Task	Bucket	Deadline/Date	Est. Time	Status	Notes
Download BCBSTX renewal offers	JME	Monthly (1st week)	1 hr	Recurring
Run Nov 1 renewal quotes	JME	August	2 hrs	Pending
Run Dec 1 renewal quotes	JME	September	8 hrs	Pending
Run Jan 1 renewal quotes	JME	October	12 hrs	Pending
Run Feb/Mar renewal quotes	JME	Nov/Dec	3 hrs/month	Pending
Update Stella quote spreadsheet	BenefitLab	October	20 hrs	Pending
Upload SBCs + create forward links	JME	Oct-Mar	1 hr/month	Recurring
Download 2026 SBCs from BCBSTX	JME	Fall	9 hrs	Pending	Laura
Make 120 packets	JME	Nowâ€“Dec	60+ hrs	Pending	30 min each
Update website	JME	August	30 hrs	Pending
Website updates (ongoing)	JME	Monthly	2 hrs/wk	Ongoing
Download Q1 age rates + update employee packet tool	JME	Q4	4 hrs	Pending
Gather 2026 plan info	BenefitLab	Late Sept	2 hrs	Planned
Update email templates	JME	Q4	4 hrs	Planned
Improve Google Business Listing	JME	Monthly	2 hrs/month	Ongoing
JME Broker Webinar	JME	Aug 14, 10â€“10:45am	2.75 hrs	Scheduled	Incl. prep
Update BenefitLab website + broker portal	BenefitLab	August	15 hrs	Planned
Billing tasks	BenefitLab	Monthly	3 hrs	Ongoing
Fix member registration issue	HealthInsuranceFAQs.com	This week	3 hrs	Urgent
Send registration emails	HealthInsuranceFAQs.com	This week	1 hr	Urgent
Add Q&As weekly	HealthInsuranceFAQs.com	Weekly	1â€“2 hrs/wk	Ongoing	Evening TV time
Light promotion	HealthInsuranceFAQs.com	Monthly	1 hr	Low Priority
Zoom planning meeting with Kyle	Benefits Weekly	Aug 8, 10:30â€“11:30am	1 hr	Scheduled
Create website + select theme	Benefits Weekly	August	8 hrs	Planned
Create newsletter template + samples	Benefits Weekly	August	6 hrs	Planned	Shared w/ Kyle
Create/edit newsletters monthly	Benefits Weekly	Ongoing	24 hrs/mo	Planned	2 primary, 2 edits
Promote to email list + choose platform	Benefits Weekly	August	4 hrs	Planned
Transport uncle home + order supplies	Caregiving	5-Aug	2 hrs	Urgent
Mom’s rehab appt	Caregiving	Aug 15, 9â€“10am	1 hr	Scheduled
Mom’s chemo appt	Caregiving	Aug 21, 11:30â€“1:30	2 hrs	Scheduled
Monitor new caregiver for father-in-law	Caregiving	August	2 hrs/wk	Ongoing
Check on Brianâ€™s dad regularly	Caregiving	August	1 hr every 2 days	Ongoing
Schedule doctor appt for blood sugar + abdominal pain	Health	ASAP	30 min	Urgent
Schedule rehab appt before Aug 11	Health	This week	30 min	Urgent
Back doctor appt	Health	11-Aug	1 hr	Scheduled
Write 6 blog posts for AHCP	AHCP	This week	10 hrs	Urgent
Write 6 more blog posts	AHCP	September	10 hrs	Planned
Meet with adjuster re: roof	House & Finances	6-Aug	1 hr	Scheduled
Get quote from second roofer	House & Finances	This week	30 min	Planned
Get quote for fascia + tree hole repair	House & Finances	This week	30 min	Planned
Redo back wall + living room wall	House & Finances	Post-roof	TBD	Planned
Redo deck	House & Finances	Post-wall	TBD	Planned
File 2024 taxes + pay balance	House & Finances	Q4	3 hrs	Planned
Drop Eric from insurance + enroll in ABY	House & Finances	This month	1 hr	Planned