RoofIgnite · client-management assistant project

SmitaVA

The working documents for the project to automate the busywork out of Smita's workday. Please don't post this link anywhere public. It isn't secret: anyone who has it can open these pages, though search engines are asked not to list them, and your saved worksheet answers can only be read by KP (and the Claude sessions working for KP): the site shows them only with a key kept on KP's Mac, and the copies are in KP's private project files.

Optional · Round 2 SmitaVA Worksheet Round 1 is done — thank you! A few quick follow-ups, about 5 minutes. The assistant runs on defaults until you answer; then KP switches it to your answers. Answers save instantly and you can change them any time. Sample Your Morning Brief — a sample What would land in your inbox at your brief time on a work day, with made-up clients. Tell KP what you'd change. Updated Nov 1 What Your Assistant Does Every feature in plain language: what works today, what still needs your real accounts to test, and what's discussed but not built. Plus how it compares with your ChatGPT setup, and what a shorter setup to try it on your own accounts needs. Setting Up Your Assistant The one-time setup: six steps, about 20 minutes, then staying for the first hourly run (up to an hour; it also builds the client list). Easiest done together with KP. SmitaVA Logbook The living record: how this started, the diagnosis, the plan, and a dated update log showing what's new. Buying Back Smita's Day The one-page recommendation — the version to share with RoofIgnite's owners.