Company Scoreboard
Where PCG stands today, and the numbers that start counting at first revenue
MRR
–
Recurring revenue
Monthly Burn
–
Committed tools
Runway
–
Click to set cash
Launch Readiness
–
M3 Pool Route
Waitlist
–
Click to update
Open Build Items
–
Blocking launch
Team
–
Active
Paying Customers
–
The launch gate
From the Books
Live from QuickBooks
Cash Position
–
Bank accounts
Spend, per month
–
Booked, average
Revenue
–
Year to date
North Star Metric
One number. Everything else supports it.
Paying pool pros running a live route each week
It is the only metric that cannot be faked. It requires a pro to pay, finish onboarding, load real customers, and come back. Signups, downloads, and page views can all rise while this stays flat.
Supporting metrics
- Waitlist signups across the 3 MailerLite groups
- Activation: pro generates a first route within 7 days
- Weekly active pros: logged in and completed a stop
- Gross monthly churn: pros who cancel
- MRR: the money the above produces
Guidance for early stage is one North Star plus three to five supporting KPIs. More than that splits focus.
Review Cadence
How often to look, and at what
Daily
30 seconds
Cash, revenue, anything red. Glance only.
Weekly
15 minutes
Full KPI row, churn, retention, build progress.
Monthly
1 hour
Trends, CAC and LTV, pricing, budget decisions.
Quarterly
Half day
Strategy, roadmap order, goal resets.
Operational numbers such as churn and retention move weekly. Strategic ones such as CAC and LTV are quarterly and only mislead you if checked more often.
The Launch Scoreboard
Standard SaaS metrics with the target already set. These start counting at the first paying pool pro.
| Metric | What it answers | Benchmark to beat | PCG now |
|---|---|---|---|
| MRR growth rate | How fast recurring revenue compounds month over month. | About 90% year over year while under $1M ARR. It slows to roughly 58% from $1M to $5M. | Pre-revenue |
| Net revenue retention | Whether existing pools pros spend more over time without new sales. | Above 100%. Companies over 100% grow 1.5x to 3x faster than peers. | Pre-revenue |
| Gross revenue retention | How much revenue survives before counting any upgrades. The honest churn read. | High 80s to low 90s is median. Mid to high 90s is strong. | Pre-revenue |
| Gross margin | What is left after the direct cost of delivering the product. | 75% is good SaaS. Below 70% draws questions. AI-heavy products trend near 52%, so watch the direction more than the level. | Watch Genie |
| CAC payback | Months of gross profit needed to earn back what a customer cost to acquire. | Under 12 months. Roughly 20 months is typical at Series A. Under 12 is what survives a downturn. | Pre-revenue |
| LTV to CAC | Whether a customer is worth more than it costs to win them. | 3:1 minimum. Below 1:1 means every sale loses money. | Pre-revenue |
| Burn multiple | Dollars burned per dollar of new recurring revenue added. | Under 1.0 is exceptional, under 2.0 is still good. Above 3.0 is a red flag. | No new ARR yet |
| Customer concentration | How exposed PCG is if one account leaves. | No single customer above 10% of revenue. Top five under 25%. | First sales will be 100% |
Benchmarks compiled from CRV seed and Series A KPI data, re:cap, and standard CEO dashboard practice. Sources are listed at the bottom of this tab.
Pre-Launch Demand Signals
What stands in for revenue until there is revenue. This is the set PCG should be filling right now.
Waitlist signups
Live in MailerLite across Pool Pro, Property Manager, and Pool Owner groups. Pool Pro is the one that matters, since M3 is the only module shipping.
Source: MailerLite account 2317417. Not wired into The Lamp.
Waitlist to paid conversion
The single best pre-revenue predictor. A small list that converts beats a large one that does not.
Measurable the week M3 opens.
Customer discovery interviews
Standard guidance is 20 to 50 problem interviews. Jay has 7 to 8 years in the industry, which covers the problem side, but not how these pros react to this product.
Track count and what changed because of them.
Week 8 retention curve
Investors want a curve that flattens, not one that falls off a cliff. 200 users who stay beat 10,000 signups who leave.
Starts with the first beta cohort.
Paying, unaffiliated customers
Pros with no personal connection to Jay. Friends and former colleagues do not count as validation.
Zero today. This is the launch gate.
Organic referral activity
Pros telling other pros without being asked. In a 75,000-company market that talks to itself, this is the cheapest channel PCG has.
Ask every beta pro how they heard.
Where these tiles get their numbers
- MRR: Stripe, through the Finance Hub. Reads $0 until the first subscription.
- Monthly Burn: summed live from the Vendor Directory, Active rows only. CEO and Operations can add or edit vendors there and this tile moves immediately. Usage-based and per-transaction vendors are excluded, since they have no committed monthly figure.
- Runway: your cash balance divided by burn. Click the tile to set the balance. Tool spend only, so it does not account for living costs or contractor payments. Stored on this browser, never uploaded.
- Waitlist: entered by hand from MailerLite, Subscribers, Groups. Click the tile to update it. MailerLite's API is free, but it issues no read-only token, so putting one in this page would let anyone export or delete the list. It goes live when a backend holds the token.
- Paying Customers: unaffiliated pros on a paid plan. Stripe fills this through the Finance Hub. This is the number that gates everything else on this page.
- Launch Readiness: a manually maintained figure, not a calculation. Set in CEO_LAUNCH_READINESS in index.html.
- Team: the EMPLOYEES roster, active records only.
- Open Build Items: counted from the Developer Hub build priorities.
Anything PCG cannot know yet shows a dash and an honest label. No tile on this page displays an invented number.
Benchmark sources
CEO Daily Brief
Auto-generates daily at 8:07 AM PST
Day 1 — CEO Orientation
Welcome to The Lamp Command Center.
You have full visibility across every department. Use this hub as your daily operational check-in and team coordination point.
Day 1 Progress
0 / 6 complete
Monthly Burn
–
Committed monthly
Spend Ceiling
–
Until first customer
Active Vendors
–
Currently paying
Total Tracked
–
Active and inactive
Variable Cost
–
Usage or per-transaction
Categories
–
Distinct types
Active Module
M3
Pool Route
Modules Live
–
M3 first
App Pages
–
Documented
Data Types
–
Specced
Build Priorities
–
M3 open
My Trainings
–
Mandatory
Welcome to Pool Care Genie.
You are building three interconnected apps that together form PCG — one platform for residential owners, commercial operators, and professional route businesses. Each module is a separate Bubble.io app with its own database and subdomain. M3 Pool Route is the active build priority. Read this hub fully before writing your first workflow.
The Three Apps
| Module | App Name | Audience | Price | Bubble App ID | Status |
|---|---|---|---|---|---|
| M3 PRIORITY | Pool Route | Pool route operators | $99/$179/$299/mo | flyincalixbox-82680 | Active Build |
| M1 | Pool Genie | Residential homeowners | FREE (affiliate revenue) | flyincalixbox-65000 | 2nd Priority |
| M2 | Pool Guard | Commercial property managers | $50/mo + $10/additional pool | flyincalixbox-10962 | Year 2 |
App Access — Open All Three
Overall Completion Estimates
M3 Pool Route
~40–45%
UI shells built across all 6 pages. Route generation, Genie AI, and most workflows still need wiring.
M1 Pool Genie
~50–55%
Dashboard, Log Test, History, and Ask Genie pages mostly built. Genie chat UI present — API wiring status TBD. Some UI elements still placeholder ("...edit me...").
M2 Pool Guard
~45–50%
Strong UI foundation — compliance dashboard, pool workspace, reports, audit trail, staff management. Workflows and data binding need verification.
Your Revenue Share
| Milestone | Your % | On |
|---|---|---|
| M3 Pool Route live | 10% | Gross MRR |
| M1 Pool Genie live | 12% | Gross MRR |
| M2 Pool Guard live | 14% | Gross MRR |
| After 36-month term | 5% permanent | Maintenance rate, indefinitely |
M3 Pool Route — Pricing & Tier Gating
Three tiers. Every feature you build must respect the tier gate defined here. If a feature is listed under Pro or Enterprise, Tier 1 (Basic) users must not have access to it. Tier gating is enforced via the user's subscription_tier field on their Company record in Bubble.
Canonical Tier Definitions — Use These Exactly
Tier 1
Basic
$99/mo
"Run your route like a pro operation."
✓Customer & pool management
✓Scheduling & route management
✓Mobile tech view & job tracking
✓Basic reporting & analytics
✓Customer portal
✓Genie AI dosing at every stop
✕ No Marketplace access
Most Popular
Tier 2
Pro
$179/mo
"Tier 1 runs your route. Tier 2 fills it."
✓Everything in Basic, plus:
✓Route optimization (Google Maps)
✓Photo documentation per stop
✓Callback & issue flagging
✓Profitability per route
✓Automated service reminders
★Pro Marketplace listing — homeowners in your ZIP find you ONLY PCG
✓ Marketplace — listed in search results
Tier 3
Enterprise
$299/mo
"Your brand, your market, your scale."
✓Everything in Pro, plus:
✓White-label customer portal
✓Advanced analytics dashboard
✓Recurring billing & auto-invoicing
✓Multi-tech management (5+ techs)
✓Priority support
★Marketplace listing + website link shown to every searching homeowner ONLY PCG
✓ Marketplace — listed + website link shown
Tier Gating — Implementation Rules
| Feature | Basic ($99) | Pro ($179) | Enterprise ($299) |
|---|---|---|---|
| Customer & pool management | ✓ Included | ✓ Included | ✓ Included |
| Scheduling & route management | ✓ Included | ✓ Included | ✓ Included |
| Mobile tech view & job tracking | ✓ Included | ✓ Included | ✓ Included |
| Basic reporting & analytics | ✓ Included | ✓ Included | ✓ Included |
| Customer portal | ✓ Included | ✓ Included | ✓ Included |
| Genie AI dosing | ✓ Included | ✓ Included | ✓ Included |
| Route optimization (Google Maps) | ✗ Locked | ✓ Included | ✓ Included |
| Photo documentation per stop | ✗ Locked | ✓ Included | ✓ Included |
| Callback & issue flagging | ✗ Locked | ✓ Included | ✓ Included |
| Profitability per route | ✗ Locked | ✓ Included | ✓ Included |
| Automated service reminders | ✗ Locked | ✓ Included | ✓ Included |
| Pro Marketplace listing | ✗ Locked | ✓ Listed in results | ✓ Listed in results |
| White-label customer portal | ✗ Locked | ✗ Locked | ✓ Included |
| Advanced analytics dashboard | ✗ Locked | ✗ Locked | ✓ Included |
| Recurring billing & auto-invoicing | ✗ Locked | ✗ Locked | ✓ Included |
| Multi-tech management (5+ techs) | ✗ Locked | ✗ Locked | ✓ Included |
| Marketplace + website link shown | ✗ Locked | ✗ Locked | ✓ Link shown to homeowners |
Bubble Implementation Note: Store the user's tier as a text field subscription_tier on the Company data type. Values: "Basic", "Pro", "Enterprise". Use conditional visibility on locked elements: only show/enable when Current User's Company's subscription_tier = "Pro" or "Enterprise". Locked features should display an upgrade prompt, not simply be hidden — this drives upsells.
M3 Pool Route — Active Priority
M1 Pool Genie — 2nd Priority
M2 Pool Guard — Year 2 Priority
M3 Pool Route — flyincalixbox-82680
| Page | URL Slug | Status | Dev Notes |
|---|---|---|---|
| Dashboard | index | UI Complete | KPI cards render. Map placeholder — Maps JS not loading in preview. Today's Routes empty (demo routes dated June 2026, filter expects today). Fix date filter + map load. |
| Customers & Pools | customers_pools | UI + Filters | All dropdowns wired with real Technician names. Filters present. Confirm Save workflows on Add Customer + Bulk Import. |
| Routes & Maps | routes_map_owner | UI Shell Only | Heaviest build. Most buttons are unwired. Route Stops shows 8 demo stops. Map awaiting route selection. See Build Priorities P2 for full task list. |
| Tech View | tech_route_mobile | UI Complete | Stop cards with all action buttons present. Ask Genie = Priority 1. Start Service / Water Test / Photos / Mark Complete need wiring. |
| Analytics | owner_analytics | Most Complete | Best-wired page. 4 tabs, 5 filters, KPI cards with real numbers. Verify all tab switching and filter queries fire correctly. |
| Customer Portal | customer_portal | UI Complete | Water chemistry chart, photo gallery, visit recap, Genie guidance, Acknowledge button. No login — sent via unique URL. Wire link generation in owner's customer record view. |
M1 Pool Genie — flyincalixbox-65000
| Page | URL Slug | Status | Dev Notes |
|---|---|---|---|
| Dashboard | index | UI Complete | Pool status card, weekly checklist, cost tracker, sample pools carousel, switch pool. Log In / Sign Up buttons present. Sample mode active with 5 demo pools. |
| Log Test | weekly_test_and_ask_genie | Mostly Built | Chemistry inputs wired (Cl, pH, TA, hardness). Visual Water Condition buttons show "...edit me..." — placeholder, needs real options. Save Water Test workflow needs confirmation. |
| Ask Genie | genie_chat | Verify API | Chat UI is built. Shows a formatted Genie response (cloudy water dosing steps). Confirm if API is live or hardcoded demo. Input field + Ask Genie button present. Wire to Claude API if not already done. |
| History | water_history_and_trends | UI Complete | Time range filter, pool dropdown, trend overview (4 chemistry params), visual condition timeline, test log table. Wire filters to live WaterTest records. |
| Maintenance | maintenance_costs_and_safety | Not Audited | Not visited in this review. Audit workflows and identify what's wired. |
| My Pools | pool_setup_and_profiles | Not Audited | Not visited. Confirm pool creation, spec editing, "Set as Active" toggle, and Specs Locked feature all work end-to-end. |
M2 Pool Guard — flyincalixbox-10962
| Page | URL Slug | Status | Dev Notes |
|---|---|---|---|
| Dashboard | index | UI Complete | Compliance status table (GREEN/AMBER/RED), property + status + alerts filters, Alerts Summary panel, Recent Activity. Demo properties: Sunset Hotel, Riverside Apartments, Northgate Aquatic Center. Log In / Sign Up present. |
| Pool Workspace | pool_workspace | Verify Wiring | 6 sub-tabs: Water Test (server-timestamped), Genie AI, Checklists, Alerts, Test History, Activity. Latest readings + pool specs shown. Verify all tabs switch and write data correctly. |
| Configuration | configuration_pools | Not Audited | Not visited. Likely pool setup (specs, chlorine/pH ranges, property assignment). Audit workflows. |
| Staff | staff_and_assignments | UI Complete | Staff search + role/status filters. Assignment change history audit log with real demo data. Add Staff Member button. Confirm save + assignment workflows fire. |
| Maintenance | maintenance_and_equipment | Not Audited | Not visited. Audit workflows and wiring. |
| Reports | reports_and_audit | UI Complete | Report config (pool, 30/60/90-day, PDF/CSV), sample reports for 3 demo properties, full audit trail with 10 action types. "Loading..." on water test summary — data binding may need fix. Wire Generate Report workflow. |
Genie AI — Implementation Spec (All 3 Apps)
Genie is a full pool industry expert — not just a water test calculator. Same Claude API setup applies across all three apps. Each app provides its own pool context in the system prompt. Must be functional in M3 on Day 1. M1 may already be partially wired — verify first.
AskGenie (Netlify) ≠ Bubble Genie AI — Two Separate Systems
AskGenie at askgeniepcg.netlify.app is a standalone HTML app with hardcoded rule-based logic — no AI API calls. It runs entirely off CPO Handbook ranges baked into JavaScript. Its only job is lead generation: capture homeowner emails and route them to pool pros. It will eventually redirect users into the real Bubble apps. Do not wire this app to the Claude API.
Bubble Genie AI (this spec) is the real AI assistant — wired to Claude claude-haiku-4-5 via Bubble API Connector inside all three Bubble apps (M1, M2, M3). This is what gets built here. Full pool knowledge, real API calls, 30 questions/day cap per user.
API Setup — Bubble API Connector (Same for All 3 Apps)
| Setting | Value |
|---|---|
| Plugin | Bubble API Connector (built-in) |
| API Name | Anthropic Claude |
| Base URL | https://api.anthropic.com/v1 |
| Auth Header | x-api-key: [Anthropic API key] |
| Version Header | anthropic-version: 2023-06-01 |
| Endpoint | POST /messages |
| Model | claude-haiku-4-5-20251001 |
| Max tokens | 600 |
System Prompts — Tailored Per Module
Usage Limit — GenieUsage Data Type (All Apps)
| Field | Type | Notes |
|---|---|---|
| user | User | Linked to logged-in User |
| date | date | Current date (date only) |
| question_count | number | Increment by 1 on each successful API call |
Workflow: Before API call → search GenieUsage where user = Current User AND date = Today → if count ≥ 30, show "Daily limit reached (30/30)" and stop → else fire API call → on success, create or update GenieUsage (increment count) → show "X of 30 questions remaining today."
Cost Model
| Usage | Questions/Month/User | API Cost | Revenue After Rev Shares (~$79/user) |
|---|---|---|---|
| Light | 100 | ~$0.22 | Breakeven at 35+ users paying API costs from M3 revenue alone |
| Normal | 300 | ~$0.66 | |
| Heavy (cap) | 900 | ~$2.00 |
The data model below is for M3 Pool Route (flyincalixbox-82680). M1 and M2 are separate Bubble apps with their own schemas — review those directly in their respective Bubble editors. Do not rename any existing fields without checking with Jay first. Fields marked with a warning icon were recently renamed.
Technician (M3)
| Field | Type | Notes |
|---|---|---|
| name | text | |
| text | ||
| phone | text | |
| active_status | text | |
| base_location | geographic address | Tech's home base for routing |
| hourly_labor_rate | number | |
| service_zip_codes | list of text | Renamed from service_area_description (2026-03-14) |
| service_days | list of text | Renamed from availability_days (2026-03-14) |
| working_hours_start | text | |
| working_hours_end | text | |
| is_sample | yes/no | Demo data flag |
Customer (M3)
| Field | Type | Notes |
|---|---|---|
| name / email / phone | text | |
| zip | text | Matched to Tech's service_zip_codes for routing |
| service_day | List of DayOfWeeks | New field (2026-03-14). Uses DayOfWeek option set. |
| service_address | geographic address | Skip on CSV upload — causes geocoding hang |
| status | text | Active / On Hold / Inactive |
| city | text | |
| callback_count | number | |
| is_sample | yes/no |
Route (M3)
| Field | Type | Notes |
|---|---|---|
| service_date | date | Used to filter Today's Routes |
| status / route_type / is_published | text / text / yes/no | |
| is_sample | yes/no | Controls demo vs. real data display |
| technician | Technician | Linked |
| total_stops / completed_stops | number | |
| estimated_total_drive_ti | number | Truncated field name in Bubble |
RouteStop (M3)
| Field | Type | Notes |
|---|---|---|
| customer / pool / route | linked types | |
| status | text | Pending / In Progress / Completed / On Hold / Overdue |
| stop_order | number | Sequence in route |
| adress | geographic address | Intentional typo — used for map pins. Do NOT rename. |
| marker_icon_url | text | Set by Page is Loaded workflow based on status |
| start_timestamp / end_timestamp | date | |
| actual_drive_time_minu / estimated_drive_time_f | number | Truncated field names |
| service_visit / visit_duration_minutes | ServiceVisit / number |
DemoModeSetting (M3)
A DemoModeSetting record MUST exist for the owner. demo_mode_active = yes → is_sample routes show. demo_mode_active = no → real routes show. All route queries reference this setting.
| Field | Type |
|---|---|
| demo_mode_active | yes/no |
| owner_user | User |
DayOfWeek Option Set (M3) + Other Types
DayOfWeek options: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday (all capitalized exactly).
Other types in M3: BulkImportLog • Callback • ChemicalApplied • Company • GenieRecommendation • Pool • PoolEquipment • ProfitabilitySetting • ServiceVisit • User • VisitPhoto • WaterTest • GenieUsage (create this — see Genie AI Spec tab)
Other types in M3: BulkImportLog • Callback • ChemicalApplied • Company • GenieRecommendation • Pool • PoolEquipment • ProfitabilitySetting • ServiceVisit • User • VisitPhoto • WaterTest • GenieUsage (create this — see Genie AI Spec tab)
Three Separate Bubble Apps
| Module | Bubble App ID | Editor URL | Preview URL |
|---|---|---|---|
| M3 Pool Route | flyincalixbox-82680 | Open Editor ↗ | Preview ↗ |
| M1 Pool Genie | flyincalixbox-65000 | Open Editor ↗ | Preview ↗ |
| M2 Pool Guard | flyincalixbox-10962 | Open Editor ↗ | Preview ↗ |
Core Stack
| Layer | Technology | Notes |
|---|---|---|
| App Builder | Bubble.io | All UI and workflows. Paid plan on M3 ($32/mo). Dev → Staging → Live workflow. |
| AI Engine | Anthropic Claude API | claude-haiku-4-5-20251001. Wired via API Connector plugin in each app. |
| Maps (M3) | Google Maps Extended plugin | v14.1.0 installed in M3. Replaces basic Bubble map element. |
| Routing (M3) | Google Directions API | ≤25 stops direct from Bubble backend. 25+ stops via Replit (Node/Express, $25/mo budget). |
| Mobile | BDK Native | Wraps Bubble for iOS & Android. Post-launch, all 3 apps. |
| Auth | Bubble User system | Email + password login popup. All 3 apps have Log In / Sign Up buttons. |
Google Cloud — M3 Only
| Item | Value |
|---|---|
| Project | Pool Route Genie (ID: pool-route-genie) |
| APIs enabled | Maps JavaScript, Geocoding, Directions, Routes |
| API key | Currently unrestricted — in Bubble Settings → General → Google Maps API Key + Google Geocode API Key |
| Map pin icons | Pending(orange), In Progress(blue), Completed(green), On Hold(yellow), Overdue(red) — google.com/mapfiles/ms/icons/[color]-dot.png |
Route Generation Logic (M3)
Zip-code routing — no manual customer-to-tech assignment.
Tech owns: service_zip_codes + service_days
Customer has: zip + service_day
Generate route: get day of week from selected date → search Customers where zip in Tech's service_zip_codes AND service_day matches → create RouteStops → pass to Directions API (optimizeWaypoints: true) → return ordered list.
Tech owns: service_zip_codes + service_days
Customer has: zip + service_day
Generate route: get day of week from selected date → search Customers where zip in Tech's service_zip_codes AND service_day matches → create RouteStops → pass to Directions API (optimizeWaypoints: true) → return ordered list.
Bubble Constraints
Custom CSS
Limited
Use Bubble style system. Custom CSS via HTML element workarounds only.
Offline Mode
Not Supported
Full internet required. Design field workflows around connectivity.
API Calls
API Connector Plugin
All Claude API calls via API Connector. Configure in Plugins tab of each app.
Performance
120-Second Rule
Minimize DB calls per page load. Use client-side states where possible.
Outdoor Screen Standards — M3 Field Tech Pages
| Requirement | Standard | Why |
|---|---|---|
| Min font size | 16px body · 20px headers | Legible in direct sunlight |
| Contrast ratio | 7:1 minimum (WCAG AAA) | Readable on glare-affected screens |
| Touch targets | 48×48px minimum | Usable with gloves or wet hands |
| Button labels | Short, action-first (e.g. "Log Chemical") | Speed-of-use for route workflow |
| Background text | Pure Black #000000 on white | Field tech screens only — max outdoor contrast |
PCG Color System — Canonical Reference
| Color | Hex | Rule |
|---|---|---|
Pool Blue | #0EA5E9 | Primary UI, nav, buttons. M1 Pool Genie identity. |
Teal | #0F766E | GENIE AI ONLY — zero exceptions. Never on any other UI element in any of the 3 apps. |
Success Green | #10B981 | Confirmations, complete status. M2 Pool Guard identity. |
Bright Orange | #F97316 | CTAs, energy, urgency. M3 Pool Route identity. |
Warning Amber | #F59E0B | Warnings, On Hold status. Not a module color. |
Error Red | #EF4444 | Errors, Overdue status, cost metrics. |
Muted Gray | #9CA3AF | Secondary text, disabled states. |
Forest Green | #059669 | Completed route stop status ONLY (M3). |
Deep Navy | #0B1220 | Sidebar, dark surfaces, backgrounds. |
Pure Black | #000000 | M3 field tech screens ONLY. |
Do not: Use Teal on anything other than Genie AI. Use Success Green or Amber as module identity colors — they are functional status colors. Mix module colors (orange on M1, blue on M3, etc.).
Day 1 — Developer Orientation
Welcome to Pool Care Genie.
You are building three Bubble apps that together form PCG. M3 Pool Route is your first priority. Work through the steps below before writing a single workflow.
Day 1 Progress
0 / 7 complete
Communication
Primary: Email
jaymcaloon@poolcaregenie.com — questions, blockers, milestone updates. Respond within 24 hours.
Milestones: Written
Send a short written summary when you hit a milestone — what is done, what is next.
Blocked? Say So
Do not sit on a blocker more than a day. Email Jay with what you tried and what you need.
Bubble Manual First
Always check manual.bubble.io before asking. Jay will ask if you checked it.
Developer Resources — Google Drive
MRR
–
Recurring revenue
Paying Customers
–
The launch gate
Pricing Tiers
–
M3 Pool Route
Personas
–
Documented
Objections Ready
–
With responses
My Trainings
–
Mandatory
Revenue Pulse Live via Stripe
MRR
--
Monthly recurring
Active Subs
--
Paying customers
Tier Breakdown
--
T1 / T2 / T3
30-Day Revenue
--
Charges succeeded
Full financial detail — including charge history, subscriber list, and QuickBooks books — is in
Finance Hub.
Contact your admin if you don't see the Finance Hub in your nav.
Pricing Tiers
Module 1 · Pool Genie
FREE
Residential homeowners. Revenue via affiliate links + add-ons. High volume play.
Module 2 · Pool Guard
$50 / mo / property
Commercial PMs. Scales with portfolio. Compliance risk = strong selling point.
Module 3 · Pool Route
$99 · $179 · $299+
Basic (≤80 pools) · Pro (unlimited) · Enterprise (white-label). Annual discount available.
Module 3 Tier Detail
| Tier | Price | Pool Limit | Key Features | Pro Marketplace | Target |
|---|---|---|---|---|---|
| Basic | $99/mo | Up to 80 pools | Route mgmt, Genie dosing, customer portal | — Not included | Solo Sam — solo operators |
| Pro | $179/mo | Unlimited | All Basic + multi-tech, advanced reporting, API | ✓ Listed in homeowner search by ZIP + range | Route Rick — multi-truck operators |
| Enterprise | $299+/mo | Unlimited | All Pro + full white-label, custom domain, branded app | ✓ Listed first + website link shown to homeowners | Large operators, franchises, supply chains |
Target Personas
Overwhelmed Emma
Module 1 · Homeowner
Residential homeowner. Pool is an asset but chemical math is overwhelming. Wants simple answers. FREE tier — convert via affiliate & add-ons.
Compliance Claire
Module 2 · Commercial PM
Manages hotels, HOAs, gyms. Lives in fear of health inspection failure. Needs documentation, logs, CPO compliance. $50/mo/property.
Route-Obsessed Rick
Module 3 · Multi-Truck
Runs 3–10 trucks, 200–800 pools. Needs route efficiency, tech accountability, consolidated reporting. Pro or Enterprise tier.
Solo Sam
Module 3 · Solo Operator
One truck, 40–80 pools. Competing with bigger companies. Wants to look professional and deliver faster. Basic tier — $99/mo is easy ROI.
One-Line Pitches
| Module | Pitch |
|---|---|
| M1 | “Stop guessing with your pool chemicals — Genie tells you exactly what to add and how much.” |
| M2 | “Never fail a health inspection again — Pool Guard keeps every pool CPO-compliant automatically.” |
| M3 Solo | “Run your route like a pro operation for $99 a month — automated dosing, customer updates, and real-time logs.” |
| M3 Multi | “Scale your pool route without scaling your headaches — Pool Route manages your whole fleet from one dashboard.” |
| M3 Upgrade | “Tier 1 runs your route. Tier 2 fills it — homeowners in your ZIP who are ready to hire a pro come straight to you.” |
| M3 Enterprise | “Upgrade to Enterprise and your website shows up every time a homeowner searches your area — it's built-in lead gen.” |
| Enterprise | “White-label pool management software — launch your own branded platform powered by Pool Care Genie.” |
Common Objections
Pool Route replaces spreadsheets AND adds what they can't: AI-generated CPO-compliant dosing, real-time route tracking, and automatic customer service records. Most customers recover the $99/mo in their first week of saved admin time.
Genie's recommendations are built on the CPO Handbook — the same standard used by every licensed pool professional. It's the industry standard in AI form. We recommend confirming any dosage with a test strip on first use.
$99/mo on 40 pools is $2.47 per pool. If Genie saves 15 minutes per stop from manual logging and chemical math, that's 10 hours/month recaptured. At $30/hr labor cost that's $300/mo in value. The math makes itself.
Tier 2 unlocks the Pro Marketplace — when homeowners in your ZIP use Pool Genie and get overwhelmed, they hit a “Find a Pro” button. Tier 2 and Tier 3 operators show up in that search. Tier 1 does not. One new client from that channel pays for 3–4 months of the price difference. No other pool software sends you leads from a homeowner app.
Skimmer and Jobber are ops tools — they help you run what you already have. PCG is the only platform that works both sides: it serves the homeowners who need a pro AND the pros who serve them. The Pro Marketplace is built into the product — no ads, no third-party lead service, no extra cost. Your next customer is already using Pool Genie.
Enterprise & White-Label
White-Label Target
Pool Supply Chains & Equipment Makers
Custom domain, branded app, reseller margins. Ideal acquisition/partnership target.
Acquisition Strategy
Build → Prove → Exit
Demonstrate active route users + recurring MRR, then position for acquisition by a pool industry player.
Day 1 — Sales Orientation
Welcome to the Sales Team.
Your mission is to help pool service operators see why PCG is the last software they will ever need. Know your product, know your personas, and know your pitch before your first call.
Day 1 Progress
0 / 6 complete
Communication
Primary: Email
jaymcaloon@poolcaregenie.com — questions, blockers, pipeline updates. Respond within 24 hours.
Pipeline Updates
Send a short written summary when you close a deal or hit a milestone — what happened, what is next.
Blocked? Say So
Do not sit on a blocker more than a day. Email Jay with what you tried and what you need.
Know the Product
You cannot sell what you do not understand. Use Corporate Genie to answer your own product questions first.
Resources: Google Drive
Waitlist
–
Click to update
Posts Published
–
Live on a platform
In Pipeline
–
Scripted, not live
Blocked
–
Waiting on a fix
Email Automations
–
Active in MailerLite
My Trainings
–
Mandatory
Marketing at Pool Care Genie.
Two audiences, one platform. Pool pros pay the bills, homeowners fill the marketplace. Everything here is weighted 60/40 toward pros, because M3 Pool Route is the only module that will be live for a while. Read the rules below before you write, post, or send anything.
The two funnels
Pro funnel · 60%
M3 Pool Route
Route Rick and Solo Sam. Goal is email capture and awareness before launch. Channels: owned site, SEO and AI search, Social Genie, in-field cards, small paid at launch.
Homeowner funnel · 40%
M1 Pool Genie
Overwhelmed Emma. Free module, widest top of funnel, and the supply side of the Pro Marketplace. Goal is list growth via the pool care cheat sheet.
What marketing owns
| Area | Where it lives | State today |
|---|---|---|
| AI search visibility | AI Search tab | Foundation live |
| Website and SEO | SEO & Web tab | Round 2 shipped |
| Social content | Content & Social tab | 1 live, 1 blocked |
| Email and waitlist | Email & Waitlist tab | Live, magnet missing |
| Positioning and plan | Strategy tab | Documented |
| Brand system | Brand tab | Locked |
| Paid, CRO, retention | Post-Launch tab | Needs customers |
AI Search AEO, GEO, LLMO
Why this tab sits above SEO. When someone searches now, an AI answer renders above the blue links. Being the best result is worth less than being the source the AI cites. Traditional SEO still matters because AI systems draw on indexed content, but the target has moved from ranking to getting quoted.
Where PCG stands
| Asset | Purpose | Status |
|---|---|---|
| llms.txt | Plain fact sheet for AI crawlers: all 3 modules, pricing, the marketplace differentiator | Live |
| JSON-LD schema | Organization, WebSite, and SoftwareApplication with the $99 / $179 / $299 offers | Live and validated |
| Google Business Profile | Entity grounding. Software company, Upland CA, SoCal service areas | Live, polish pending |
| G2 and Capterra | Review platforms are heavily cited in AI answers about software | Profiles created |
| Comparison content | The play competitors used to get into AI answers | Not started |
| Reviews | What makes a G2 or Capterra listing surface at all | Needs customers |
The gap, stated plainly
The technical foundation is done. What is missing is text on the internet that answers the questions pool pros actually ask. Competitors like BlueRoute, PoolDial, and Fieldtics got into AI answers by publishing comparison and alternative pages about themselves. That is a low bar and a proven playbook, and PCG has published none of it. Hold until the product stops saying coming soon, then ship it first.
Queued for launch
Play 1
Pool Care Genie vs Skimmer
Head to head comparison page. The single highest value asset for AI citation.
Play 2
Skimmer alternatives
Ranks for the query pros type when they are already unhappy.
Play 3
Homeowner answers
Why is my pool green, how much chlorine do I add. Brand-neutral, which is exactly what AI repeats.
Run it
The ai-seo skill covers AI Overviews, ChatGPT, Perplexity, Claude, Gemini, and Copilot, plus llms.txt and the Open Knowledge Format. It ships platform-by-platform ranking factors and the distinction between being cited and being recommended, which are different problems.
/ai-seo/schema/competitors
SEO & Web
Primary site
poolcaregenie.com
Homeowner and pro split entry. Hosted on Bluehost, manual upload.
Pro landing
/pros
M3 Pool Route. Was orphaned and invisible to Google until round 2.
Internal
lamp.poolcaregenie.com
This dashboard. Deliberately noindex, nofollow.
Shipped and live
| Fix | Why it mattered |
|---|---|
| De-orphaned /pros | No internal links and not in the sitemap, so Google could not see the page that sells the paid product |
| Homepage title keyworded | Was "Choose Your Portal", which targets nothing. Now names AI pool care and pool route software |
| JSON-LD schema | Organization, WebSite, SoftwareApplication with real pricing. Feeds both rich results and AI answers |
| Canonicals, OG and Twitter tags | Plus 8 non-www links corrected on /pros |
| genie-og.png | 1200x630 share image. Every social share was previously a broken preview |
| Stale launch dates removed | "Launching Spring 2026" and "June 2026" both aged badly. Now just 2026 |
| Terms and Privacy | Meta descriptions and canonicals added |
| Sitemap resubmitted | Plus indexing requested for /pros in Search Console |
Still open
GBP polish
Profile strength
Description, logo, cover photo, social links, hours, and services. Skip bookings, chat, and ads.
G2 and Capterra
3 to 5 screenshots each
Wait until Philip has fixed the placeholder bugs, so screenshots do not show broken template tags.
Cosmetic upload
index.html to Bluehost
Fixes the off-center captcha and the black Subscribe button. Security is already closed, so this is low priority.
Keep three copies in sync. The landing page exists at For Claude/index.html (staging), Marketing/pcg_landing.html (canonical), and on Bluehost (live). Same for pros.html. Edit the canonical, copy to staging, upload to Bluehost.
Run it
/seo-audit/schema/site-architecture/programmatic-seo/competitors
Social Genie The content engine
Post log
| # | Post | Format | Status | Where |
|---|---|---|---|---|
| 001 | Founder origin, two pool routes | AI avatar, 9:16, 34s | Published | Facebook, Instagram |
| 002 | Test to Dose, in-field demo | Stock b-roll plus screen recording | Blocked | Runbook built, not shot |
| 003 | Scripted, brand voiced | To be decided | Scripted | Not produced |
| 004 | Scripted, brand voiced | To be decided | Scripted | Not produced |
| 005 | Scripted, brand voiced | To be decided | Scripted | Not produced |
002 is blocked, and it is blocking more than one video. The hero shot is a screen recording of the water test flowing into a Genie dose. Reaching that screen requires assigning a technician to a route, and the M3 tech-assignment bug prevents it: no tech means the route will not start, which means no stop, which means no Water Test button. Everything else for 002 is ready. Unblocks when Philip ships the fix, or if we build an on-brand mockup of the Genie dosing screen instead. Genie AI is a real working feature, so a clean mockup would be honest.
How it runs
Cadence
3x / week
Batched weekly, pro-weighted 60/40, one 9:16 master per post feeds every platform.
Pipeline
HeyGen to CapCut
AI avatar on navy #0B1220, orange branding, orange-highlight captions. Save the template so 003 onward produce fast.
Two formats
Talking head plus demo
In-field demos show the app being used. They run alongside founder and education posts, not instead of them.
Platform routing
| Platform | Role | 001 status |
|---|---|---|
| YouTube | Primary long form | Pending |
| Secondary, repurposed Reels | Live | |
| Autopilot | Live | |
| TikTok | Autopilot | Pending |
| Pro credibility | Pending |
Sourcing stock
Video
Pexels, Pixabay, Mixkit, Coverr
Claude can search Pexels directly. Pixabay blocks automated access, so browse that one by hand.
Images
Unsplash, Pexels, Pixabay
Videvo, Mazwai, and Life of Vids are dead or redirecting. Do not use those lists.
Music
YouTube Audio Library, Pixabay Music
Check the license on every track before it ships.
Known sourcing gap. There is no usable free stock footage of a pool pro testing pool water. Searches return medical strips and lab glassware, and reagent clips read as a chemistry lab rather than a pool. The drop test is the only method with any pool-adjacent footage and even that is weak. Filling this gap means AI generation, not stock. Treat the testing-method shot as a variable to design around.
Content pillars
| Pillar | Description | Examples |
|---|---|---|
| Education | Teach pool chemistry clearly | "What does Free Chlorine actually mean?", "pH scale for pool pros" |
| Operator Life | Content that resonates with route operators | "A day on the route with Pool Route", efficiency stories |
| Proof & Trust | CPO compliance, safety, credibility | CPO handbook references, health dept standards, testimonials |
| AI & Genie | Showcase AI without over-teching it | Ask Genie demos, before and after dosing scenarios |
| Behind the Build | Authentic founder and startup story | Jay's journey, why PCG exists, what is coming next |
| Pro Marketplace | The only software that works both sides, homeowner and pro | "Homeowners are searching for you right now, are you showing up?", tier upgrade stories |
Run it
/content-strategy/social/copywriting/copy-editing/video/image
Email & Waitlist MailerLite, account 2317417
MailerLite is the system of record, not ConvertKit. Older docs say otherwise and are wrong. There is no Google Sheets or Drive sync, and none is needed. The list lives in MailerLite.
Groups and forms
| Group | Module | Embedded form | Welcome automation |
|---|---|---|---|
| Pool Pro | M3 | oXsLFY | Active |
| Property Manager | M2 | YT452m | Active |
| Pool Owner Waitlist | M1 | AE0JcE | Active, broken link |
The M1 welcome email promises something that does not exist. It links to a homeowner pool care cheat sheet that has never been built, so every Pool Owner signup gets a broken promise on first contact. The fix is one page: what each reading means, target ranges, and the single biggest money-wasting mistake. It doubles as a social asset and a print handout, and it is the highest-leverage unbuilt thing in marketing.
Open items
Blocking
Build the cheat sheet
One page PDF. Unblocks the M1 automation and gives the homeowner funnel something to trade for an email.
Deliverability
Confirm SPF and DKIM
Set up but never verified. If it is wrong, every welcome email lands in spam and the whole funnel is silently dead.
Cosmetic
Subscribe button is black
Should be the module color. Fix in MailerLite form design, or with the pending landing page upload.
Recommended, not yet done
Add an internal notification to the Pool Pro automation so a signup pings Jay directly. A pro who raises their hand deserves a friendly personal reply within a day. That is relationship marketing and it is permitted. It is not cold outreach, because they came to us.
Run it
/emails/lead-magnets/popups/signup/free-tools
Positioning
PCG is the only pool platform that works both sides of the market. Skimmer, ServiceTitan, Jobber, and Pool Office Manager are operations tools: they help a pro run the business they already have. None of them has a homeowner-facing product, so none of them can send a pro new customers. The Pro Marketplace is built into the product, with no ads, no third-party lead service, and no extra fee.
The upgrade line
"Tier 1 runs your route. Tier 2 fills it."
The single most important sentence in PCG marketing. Tier 1 at $99 is excluded from the marketplace. Tier 2 at $179 gets listed. Tier 3 at $299 gets listed first, with a website link shown to the homeowner.
Who we talk to
Route-Obsessed Rick
M3 · Multi-truck · Primary
3 to 10 trucks, 200 to 800 pools. Wants route efficiency, tech accountability, consolidated reporting. Speak in time saved and trucks managed. Never talk down to him about chemistry.
Solo Sam
M3 · Solo operator · Primary
One truck, 40 to 80 pools, competing with bigger companies. Wants to look professional and deliver faster. Price sensitive, so lead with the per-pool math: $99 across 40 pools is $2.47 each.
Overwhelmed Emma
M1 · Homeowner · Secondary
Pool is an asset, chemical math is overwhelming. Wants simple answers, not a chemistry lesson. Free tier, and the supply side of the marketplace when she gives up and hires a pro.
Compliance Claire
M2 · Commercial PM · Year 2
Hotels, HOAs, gyms. Lives in fear of failing a health inspection. Needs documentation and CPO compliance. The one persona where fear-based framing is legitimate, because the fear is real.
Competitive framing
| Competitor | What they are good at | What we say |
|---|---|---|
| Skimmer | The category leader for pool route software. Genuinely good at it | Skimmer runs your route well. It cannot send you a customer, because it has no homeowner app. |
| ServiceTitan | Deep enterprise field service platform | Built for large multi-trade operations. Heavier and pricier than a pool route needs. |
| Jobber | Solid general field service tool | General purpose. No pool chemistry, no CPO dosing, no marketplace. |
| Pool Office Manager | Pool specific, established | Operations only. Same gap: one side of the market. |
Say it like that. Every line above credits the competitor first, then names the gap. That is the tone. A pro who already pays for Skimmer will not hear you if you open by insulting his choice.
Market facts worth knowing
| Figure | Number | Why it matters |
|---|---|---|
| Pool service businesses in the US | 75,000 to 78,000 | The total addressable market for M3 |
| Average pool service revenue | $350,000/yr | $99/mo is 0.3% of revenue. Use this when price comes up |
| Pros already using all-in-one software | 64% | 36% are unsolved, and the other 64% are switchable |
| Pros prioritizing route optimization | 60% | A record high. This is the wedge |
| Pros raising prices in 2025 | 76% | The market has room to absorb a software cost |
| US pools | 10.7 million | M1 top of funnel |
Run it
/marketing-plan/marketing-ideas/marketing-council/marketing-psychology/launch/pricing/offers/customer-research/competitor-profiling
Color system
| Swatch | Hex | Name | Use For | Never Use For |
|---|---|---|---|---|
| #0EA5E9 | Pool Blue | Primary brand, buttons, nav, Module 1 | Genie AI elements | |
| #0F766E | Teal | Genie AI ONLY, all AI-branded UI | Any non-Genie element | |
| #10B981 | Success Green | Confirmations, Module 2, CPO compliance | Errors or warnings | |
| #F97316 | Bright Orange | CTAs, energy, Module 3 identity | Body text, backgrounds | |
| #F59E0B | Warning Amber | Attention, pending, soft alerts | Positive confirmations | |
| #EF4444 | Error Red | Errors, critical alerts only | Branding or decoration | |
| #0B1220 | Deep Navy | Dark surfaces, sidebar, footer | Body text on white |
Module identities
Module 1
Pool Genie
Color: Pool Blue #0EA5E9
Tone: Friendly, simple, reassuring.
"Your pool, handled."
Audience: Overwhelmed Emma
Tone: Friendly, simple, reassuring.
"Your pool, handled."
Audience: Overwhelmed Emma
Module 2
Pool Guard Compliance
Color: Success Green #10B981
Tone: Authoritative, trustworthy.
"Inspection-ready, always."
Audience: Compliance Claire
Tone: Authoritative, trustworthy.
"Inspection-ready, always."
Audience: Compliance Claire
Module 3
Pool Route
Color: Bright Orange #F97316
Tone: Energetic, efficiency-driven.
"Run more pools. Stress less."
Audience: Rick and Sam
Tone: Energetic, efficiency-driven.
"Run more pools. Stress less."
Audience: Rick and Sam
Module colors were locked on 2026-03-19 and do not get revisited. M1 is Pool Blue, M2 is Success Green, M3 is Bright Orange. Never use Amber as a module identity color: it is a functional status color meaning warning, and reusing it creates semantic confusion inside the app.
Brand voice
We sound like
Knowledgeable but accessible. Direct, no fluff. Confident without arrogance. Operator-empathetic. Solutions-focused. Clear and specific.
We do not sound like
Corporate jargon or buzzwords. Overly technical chemistry speak. Vague promises. Condescending to DIYers. Fear-based selling, with CPO compliance as the one legitimate exception.
Three tests before anything ships
Big Bird and Cookie Monster
Warm and plain-spoken, never childish. If it sounds like a brochure, rewrite it.
The Jim Blanton check
Would a veteran trainer who has serviced thousands of pools nod, or wince? If he would wince, it is wrong.
Peer, not vendor
Jay ran two pool routes. Write to pros as someone who has done the work, because he has.
Full guide: Brand/PCG_Brand_Voice_Guide.md. Read it before writing any copy. That is not optional.
Genie brand rules
Teal is Genie. Always.
Teal #0F766E is reserved exclusively for Genie AI touchpoints. This protects the distinction between the platform, which is Pool Blue, and the AI layer, which is Teal. No exceptions.
Genie personality
Helpful and precise, never arrogant. Always frames answers as recommendations. Pool professional language for the pro modules, plain language for homeowners.
| Token | Day | Night | Rule |
|---|---|---|---|
| --teal | #0F766E | #0F766E | Genie fills: buttons, avatar, status dot. Never changes. |
| --teal-text | #0F766E | #2DD4BF | Genie text, icons, focus rings. Lightens at night for legibility. |
#2DD4BF is a legibility variant, not a new brand color. Same hue family, still Genie only. It exists because #0F766E as text on a dark card measures 3.12:1, below the 4.5:1 readability standard. Do not "correct" it back.
Post-Launch
These disciplines are real and the skills are installed, but every one of them needs something PCG does not have yet: paying customers, traffic, or an ad budget. They are documented here so the map is complete, and so nobody burns a week optimizing a funnel that four people have walked through.
| Discipline | Unlocks when | Skills waiting |
|---|---|---|
| Conversion optimization | Enough traffic for a result to mean anything. A test on 40 visitors a week measures noise | cro, signup, onboarding, popups, paywalls |
| Paid advertising | There is a budget and a proven converting page to send clicks to | ads, ad-creative |
| Measurement and testing | Traffic exists. Analytics setup is worth doing early, but attribution needs volume | analytics, ab-testing, attribution |
| Retention | There are subscribers who could churn | churn-prevention |
| Referrals and community | There are happy customers with something to refer | referrals, community-marketing, co-marketing, influencer-marketing |
| Revenue operations | There is a sales team and a pipeline to operate | revops, sales-enablement |
| Public relations | There is a launch or a milestone worth pitching | public-relations, directory-submissions |
| App store optimization | The BDK Native wrapper ships PCG to iOS and Android | aso |
The exception
directory-submissions is worth running before launch. Directory listings build backlinks and domain authority, and both take months to compound. Starting at launch means waiting until well after launch to see any benefit.
Marketing skills
Installed from coreyhaines31/marketingskills, MIT licensed and free. They are markdown instruction sets that give Claude marketing expertise, so they run in any Cowork conversation as a slash command. Two skills were deliberately removed: cold-email and prospecting, because both violate the no-cold-outreach rule.
By category
| Category | Skills |
|---|---|
| AI & SEO | ai-seo, seo-audit, schema, site-architecture, programmatic-seo, competitors |
| Content & copy | content-strategy, copywriting, copy-editing, social, video, image, sms |
| Email & capture | emails, lead-magnets, popups, signup, free-tools |
| Strategy | marketing-plan, marketing-ideas, marketing-council, marketing-psychology, marketing-loops, launch, pricing, offers, product-marketing |
| Research | customer-research, competitor-profiling |
| Post-launch | cro, onboarding, paywalls, ads, ad-creative, analytics, ab-testing, attribution, churn-prevention, referrals, community-marketing, co-marketing, influencer-marketing, public-relations, directory-submissions, revops, sales-enablement, aso |
Two worth knowing about
product-marketing
The one that makes the rest work
Builds a context document every other skill reads first. Fill in PCG once and all 47 skills stop asking who we are and start producing on-brand work.
marketing-loops
Recurring self-running workflows
Real guardrails: a trigger, a self-check before acting, a stop condition, a kill switch. It also warns you off looping on signals too sparse to be meaningful, which is most of ours today.
PCG plugins
Custom-built for PCG, separate from the skills above. Install in Cowork via Customize, then Plugins. Plugin files live in the For Claude folder.
Launch Ready
Generate a complete launch asset pack for any PCG module or feature: 5 emails, 10 social posts, 3 ad angles, and a promo brief. Runs in one shot from a short brief.
/launch-ready
Weekly Content
One topic, four channels. Generates a YouTube concept, newsletter, 3 LinkedIn posts, and 4 Instagram posts all aligned to one weekly thread, saved straight to Google Drive.
/weekly-content
Open Content Folder
Content Flywheel
Turns customer feedback into a never-repeating stream of content ideas. Reads the feedback log, ranks themes by pain and frequency, and generates ideas grounded in real customer language.
/analyze
/flywheel
/track
Testimonials to Marketing
Attach a CSV of customer testimonials and get a full content pack: 5 themes, 10 social posts, 3 Meta ad angles, and a case study, all in PCG brand voice.
/testimonials
Day 1 — Marketing Orientation
Welcome to the Marketing Team.
PCG has one visual identity and one voice. Know both before publishing anything. Brand violations in a pre-launch company cost more than you think.
Day 1 Progress
0 / 6 complete
Communication
Primary: Email
jaymcaloon@poolcaregenie.com — ideas, approvals, blockers. Respond within 24 hours.
Content Approval
Nothing goes public without Jay's approval until a formal review process is established.
Brand First
If it does not follow brand standards, it does not go out. When in doubt, check the training or ask.
Operator Voice
Write for pool pros, not for tech people. If a route operator would not say it, we should not write it.
Resources: Google Drive
Customer Accounts
–
Billable in Stripe
P1 Response Target
–
Critical tickets
Priority Tiers
–
P1 through P4
Scenarios Ready
–
With scripted answers
Dosing Params
–
CPO quick reference
My Trainings
–
Mandatory
Customer Billing Lookup Stripe
CS note: This lookup searches Stripe by email. Billing disputes, refund requests, or plan changes must be actioned in
Stripe Dashboard
or via your Cowork session. You cannot make changes from The Lamp.
Support Priority Tiers
| Priority | Definition | Response Target | Examples |
|---|---|---|---|
| P1 — Critical | Platform down, data loss, billing error | 1 hour | App won't load, duplicate charge, account locked |
| P2 — High | Key feature broken, revenue-blocking | 4 hours | Genie not responding, route won't save |
| P3 — Medium | Non-blocking, UX friction | 24 hours | Wrong email, minor display bug |
| P4 — Low | Feature requests, how-to questions | 72 hours | “How do I export?”, typos, suggestions |
Genie Dosing Quick Reference (CPO Standard)
Advisory: Always advise customers to verify with test strips before applying chemicals. Genie is CPO-based guidance, not a replacement for professional judgment.
| Parameter | Ideal Range | Low Fix | High Fix |
|---|---|---|---|
| Free Chlorine | 1.0 – 3.0 ppm | Add chlorine shock or tablets | Allow to dissipate; dechlorinator if urgent |
| pH | 7.2 – 7.6 | pH Increaser (sodium carbonate) | pH Decreaser (muriatic acid or sodium bisulfate) |
| Total Alkalinity | 80 – 120 ppm | Baking soda (sodium bicarbonate) | Muriatic acid; multiple small doses |
| Cyanuric Acid | 30 – 50 ppm | Stabilizer (cyanuric acid granules) | Partial drain and refill only |
| Calcium Hardness | 200 – 400 ppm | Calcium chloride | Partial drain/refill + sequestrant |
Common Scenarios
Validate that the customer's input readings were accurate. Ask them to re-test with a fresh strip or digital tester. Genie uses CPO standards, so if readings were correct, the dose is correct. Advise dosing in 25% increments.
Ask if they tapped Save before closing. Check internet connectivity — Bubble.io requires online access. If recurring, escalate as P2 with user ID and route date/time.
Treat as P1. Collect transaction IDs, amount, and dates. Do NOT attempt refunds independently. Escalate to Admin/Founder immediately. Confirm to customer the issue is being reviewed.
Escalation Path
Level 1 · You Handle
P3 & P4
How-to questions, minor bugs, feature requests. Use templates.
Level 2 · Escalate to Ops
P2
Feature broken. Include: user ID, platform, steps to reproduce.
Level 3 · Escalate to Admin
P1 + Billing
Platform down, billing errors, security. Notify immediately.
Customer Feedback Log
PCG_Customer_Feedback_Log
The central intake sheet for all customer feedback collected by Support. Every row you add here feeds directly into the Content Flywheel — the marketing team runs /analyze against this file to rank pain themes and generate content ideas grounded in real customer language.
Open Feedback Log in Drive
Whatto capture in every row
Verbatim Quote — the customer’s exact words, not a paraphrase — is the most important field. Also capture: Module (Pool Route / Pool Genie / Pool Guard), Persona (Rick / Sam / Emma / Claire), Source (NPS / Support Ticket / Interview / Review), and whether the row is Flywheel Ready. The marketing team only pulls rows marked Yes or Maybe.
Testimonials Collection
PCG_Testimonials.csv
The testimonials file that feeds the Testimonials → Marketing plugin. When Marketing runs /testimonials, it reads this file and produces a full content pack — 5 themes, 10 social posts, 3 Meta ad angles, and a case study — all using the exact words your customers wrote.
Open Testimonials File in Drive
Whatmakes a great testimonial row
The more specific the quote, the better the content. Tier 1 (best): includes a measurable result, timeframe, or before/after. Tier 2: captures a feeling or mindset shift. Skip generic praise (“Great product!”) — mark Use_In_Marketing = No.
Required columns: Date • Customer_Name • Business_Name • Module • Persona • Source • Verbatim_Quote • Outcome_Type • Use_In_Marketing • Notes
Flywheel & Testimonials Plugins (CS Reference)
Support feeds both marketing plugins. Feedback Log → Flywheel (pain themes, friction, feature requests). Testimonials file → Testimonials plugin (wins, outcomes, praise). The cleaner and more specific the input, the stronger the content Marketing can generate from it.
Day 1 — Support Orientation
Welcome to the Support Team.
You are the first human a pool pro talks to when something goes wrong. How you handle that moment defines whether they stay. Start here.
Day 1 Progress
0 / 6 complete
Communication
Primary: Email
jaymcaloon@poolcaregenie.com — escalations, questions, patterns you are seeing. Respond within 24 hours.
Escalate Fast
If a ticket is P1 or a user is threatening to leave, loop in Jay immediately. Do not wait.
Blocked? Say So
Do not sit on an unresolved issue more than a day. Email Jay with what you tried and what you need.
Empathy First
Pool pros work outdoors, in heat, under pressure. Every ticket is a real person with a real problem.
Resources: Google Drive
Monthly Burn
–
Committed tools
Active Vendors
–
In the directory
Spend Ceiling
–
Until first customer
Route Statuses
–
Field color system
Protocol Steps
–
Per service visit
My Trainings
–
Mandatory
Route Status Color System
| Status | Color | Meaning | Field Action |
|---|---|---|---|
| Complete | Success Green | Serviced, chemicals logged, customer notified | None — move to next stop |
| In Progress | Pool Blue | Tech on-site, service in progress | Log chemicals & notes on departure |
| Needs Attention | Warning Amber | Issue flagged — equipment, access, or chemistry | Document issue, notify dispatcher |
| Skipped / Problem | Error Red | Could not service — locked out, unsafe | Log reason, notify customer & manager |
| Pending | Muted Gray | Stop not yet reached | Normal — proceed in route order |
Field Tech Service Protocol
| # | Action | Notes |
|---|---|---|
| 1 | Arrive & Check In | Mark stop “In Progress.” Note any access issues. |
| 2 | Visual Inspection | Check water clarity, equipment, visible algae, debris. |
| 3 | Test Water | Test FC, pH, TA, CYA at minimum. Log all readings into Genie. |
| 4 | Run Genie | Enter test results. Confirm pool volume is correct. Review dosing recommendation. |
| 5 | Apply Chemicals | Follow Genie's recommendation. Log quantities applied. Never mix chemicals on-site. |
| 6 | Equipment Check | Verify pump running, filter clean, timer correct. Note any equipment issues. |
| 7 | Log & Complete | Add notes, mark stop complete. Flag issues as Amber or Red. |
| 8 | Customer Notification | System auto-sends service summary if enabled. |
Operations KPIs
Stops Per Day Target
8–12 stops
Solo operator benchmark. Pool Route should cut per-stop time by 10–15 min.
Service Log Completion
100% per stop
Every stop needs chemical readings + notes logged before marking complete.
Issue Flag Rate
Track weekly
Amber/Red flags per week. Rising rate = equipment aging or training gap.
Common Equipment Issues
Check: (1) Breaker/power, (2) Timer settings, (3) Pump basket clogged, (4) Impeller blocked. If persists, flag Amber, photograph, notify dispatch. Do NOT attempt electrical repairs on-site.
Green = algae bloom (low chlorine). Run Genie with current readings — will recommend shock treatment. Cloudy = chemistry imbalance or filtration issue. Run filter continuously 24–48 hrs after treatment. Flag for follow-up visit.
Indicates dirty filter. Backwash DE or sand filter, or clean cartridge per manufacturer spec. Log in service notes. Recommend filter clean if not done in last 4–6 weeks.
Day 1 — Operations Orientation
Welcome to the Operations Team.
Field tech performance is the product in action. Every route, every service visit, every status — it all runs through Operations. Know the standards before the first route goes out.
Day 1 Progress
0 / 6 complete
Communication
Primary: Email
jaymcaloon@poolcaregenie.com — route issues, field tech problems, vendor updates. Respond within 24 hours.
Status Updates
Send a brief written update when a route or service milestone is hit. What happened, what is next.
Blocked? Say So
Field blockers cost money by the hour. Escalate fast when something is stopping a route from completing.
Standards Matter
Every missed step in a service visit is a data gap. Consistent execution is what makes PCG's data trustworthy.
Resources: Google Drive
HR Hub
Select an area to get started
Team Members
–
Active
Contractors 1099
–
AB5 applies
In Pipeline
–
Candidates
Onboarding
–
In progress
Trainings Done
–
Mandatory
Needs You
–
To acknowledge
Recruit & Interview
Active openings, candidate pipeline, interview resources, and scorecards.
–
→
Onboarding
Step-by-step new hire checklist, CA-compliant paper trail, and print record.
7-step process
→
Employee Database
Search and manage all employee and contractor records. Export to Drive.
–
→
Contracts & Legal
NDA, Developer Contract, Rev Share Model, and signature tracking.
NDA · Contract · RevShare
→
Training
Team training status, completion tracking, and mandatory courses by role.
Status · Tracker
→
Roles & Resources
Employee numbers, dept roles, PCG core values, policies, posters, Drive links.
Roles · Values · Drive
→
Recruit & Interview
—
Active
—
Send NDA
—
NDA Signed+
Active Job Openings
| Role | Department | Type | Status | Where to Post |
|---|
AB5 Reminder: For CA-based contractors in core business roles, verify ABC test compliance before signing. Consult a CA employment attorney when in doubt.
Where to Post
Bubble.io Facebook Groups
Best for dev recruiting — "Bubble.io for Startups", unofficial Bubble group, official Bubble page.
LinkedIn
Best for marketing, support, and operations roles. Free job postings available.
Upwork / Fiverr
Good for contract/freelance content, design, and short-term dev tasks.
Indeed / Remote.co
Broader reach for part-time remote positions. Good for support roles.
Interview Resources
Developer Interview Cheat Sheet
7-stage process — screening questions, green flags, red flags, and technical evaluation criteria for Bubble.io dev candidates.
Open in Drive →
Developer Candidate Scorecard
Score each candidate on 8 criteria. Auto-calculates total and recommendation.
Sales Representative
Interview cheat sheet coming soon. Key focuses: consultative selling, pool industry knowledge, CRM experience, pipeline discipline, and hustle.
HR Drive Folder →
Customer Support Specialist
Interview cheat sheet coming soon. Key focuses: empathy under pressure, product ramp speed, written communication, escalation judgment.
HR Drive Folder →
Operations Manager
Interview cheat sheet coming soon. Key focuses: process ownership, systems thinking, vendor management, startup ambiguity tolerance.
HR Drive Folder →
Marketing Lead
Interview cheat sheet coming soon. Key focuses: content strategy, SEO, social, email, and B2C SaaS growth instincts for a service-trade audience.
HR Drive Folder →
HR Coordinator
Interview cheat sheet coming soon. Key focuses: CA labor law literacy, onboarding rigor, discretion, HRIS experience, and startup adaptability.
HR Drive Folder →
Screening Questions (All Roles): Why PCG? Availability + hours? Comfort with async remote work? Have you used Genie / a pool app before? What does "scrappy startup" mean to you?
Quick-Access — Contracts for Candidates
Legal order: NDA first → signed → then share Bubble access, Drive docs, or any PCG IP. Never share access before the NDA is signed.
Developer Contract
Rev share contract covering all 3 modules — scope, milestones, IP.
Open in Drive →
Contracts & NDAs
Legal Order: NDA → signed → then share Bubble access, Drive docs, or any PCG IP. Never share access before NDA is signed.
Signature Status Tracker
| Person | Role | Document | Signed? | Date | Notes |
|---|---|---|---|---|---|
| No contracts on file yet — add when first hire or contractor is engaged. | |||||
Contract Library
NDA
Non-Disclosure Agreement — sign before sharing any PCG IP, app access, or financials.
Open in Drive →
Developer Contract
Rev share contract covering all 3 modules — scope, milestones, IP, non-compete, acquisition clause.
Open in Drive →
E-Signature Tool
DocHub — free Google Drive add-on. Install once, sign and send from Drive. No subscription needed.
DocHub →
Rev Share Model
5-tab financial model — dev projections, Jim projections, PCG net revenue, acquisition buyout calc.
Open in Drive →
Onboard
New Hire — Session Info
Onboarding Progress
0 / 16 complete
New Hire Packet Downloads
W-2 Employee Packet
Full checklist — I-9, W-4, DE-4, CA notices, payroll setup, 30/60/90-day follow-up.
Open in Drive →
1099 Contractor Packet
Full checklist — W-9, AB5 check, DE 542 reporting, IP assignment, 1099-NEC obligations.
Open in Drive →
General Onboarding Checklist (All Roles)
Activate Corporate Genie with your role context
Coming Soon
Completed By (HR Sign-Off)
This record identifies who performed the onboarding for accountability and compliance purposes. Required under CA recordkeeping standards.
Complete Onboarding
Save this onboarding record permanently to Google Drive and launch the welcome letter for the new hire.
Step 1 — Create the Employee's Drive Folder First
Open the PCG HR Drive folder. Inside, create a new subfolder named: [Full Name] — [Emp#] — [Start Date]
Example: "Philip Ogundipe — PCG-C001 — 2026-05-06". Then copy that subfolder's link and paste it below.
Open PCG HR Drive Folder ↗
Example: "Philip Ogundipe — PCG-C001 — 2026-05-06". Then copy that subfolder's link and paste it below.
Employee Database
Changes here are session-only
Edits made in The Lamp reset when you close the browser. Keep the Drive spreadsheet updated as your permanent record — paste any new hires or edits there too.
Numbers & Roles
Employee & Contractor Number System
All PCG team members are assigned a unique ID at onboarding. Department is encoded in the hundreds digit. Contractors use the PCG-C prefix.
| Dept Code | Department | Range | Example |
|---|---|---|---|
| 1xx | Executive / Founder | 100–199 | PCG-101 (Jay) |
| 2xx | Developer / Engineering | 200–299 | PCG-201 |
| 3xx | Sales | 300–399 | PCG-301 |
| 4xx | Marketing | 400–499 | PCG-401 |
| 5xx | Customer Support | 500–599 | PCG-501 |
| 6xx | Operations | 600–699 | PCG-601 |
| 7xx | Human Resources | 700–799 | PCG-701 |
| PCG-Cxxx | Contractors / 1099 | C001–C999 | PCG-C001 |
Contractor vs. Employee numbers: A contractor developer (e.g. Philip, PCG-C001) uses the PCG-C prefix — not the 2xx range. The 200-series is reserved for future full-time W-2 Developer / Engineering hires. Same rule applies to all departments: PCG-C prefix = 1099 contractor regardless of their role.
Company Email Format: first.last@poolcaregenie.com — issued via Google Workspace Admin on Day 1.
Department Roles
| Role | Key Responsibilities | Lamp Access |
|---|---|---|
| Founder / Admin | Company strategy, product vision, all final decisions, system admin | Full platform, all hubs, Admin Settings |
| Developer | Bubble.io builds, API integrations, BDK Native mobile, technical QA | Developer Hub, technical Genie context |
| Sales | Lead outreach, demos, closing deals, Module 3 operator acquisition | Sales Hub, sales Genie context |
| Marketing | Brand consistency, content creation, campaign planning | Marketing Hub, brand Genie context |
| Customer Support | Ticket resolution, Genie dosing questions, billing escalation | Support Hub, support Genie context |
| Operations | Route performance, field tech standards, service protocol | Operations Hub, ops Genie context |
| Human Resources | Hiring, onboarding, policies, culture, team directory | HR Hub, HR Genie context |
PCG Core Values
Clarity Over Complexity
We make the technical simple. If it's unclear, we fix it.
Operator Empathy
We build for the person standing in the sun with a test kit, not a conference room.
Standards-Based Trust
Our AI is grounded in the CPO Handbook. We don't guess — we apply industry standards.
Move with Intention
We're a small team building fast. Every action has a purpose. Busy ≠ progress.
Own the Outcome
We take responsibility for results, not just effort. The team finds solutions, not excuses.
Brand is Everything
Our color system, tone, and Genie persona are not suggestions. Every touchpoint reflects PCG.
Training Tracker — Staff Training Status
Day 1 — HR Orientation
Welcome to the HR Team.
You own the onboarding pipeline and keep the team operational. Every new hire's first impression of PCG runs through you. Start with the tools available to you here.
Day 1 Progress
0 / 6 complete
Communication
Primary: Email
jaymcaloon@poolcaregenie.com — hiring decisions, offer approvals, compliance questions. Respond within 24 hours.
Hire Updates
Send a written summary at each hiring milestone — screened, interviewed, offered, onboarded.
Legal First
CA employment law is strict. When in doubt on classification, comp, or policy, flag it before acting — not after.
Confidentiality
Compensation, performance, and hiring decisions stay within HR and leadership. No exceptions.
Candidate Pipeline
| Candidate | Role | Type | Stage | Score | Rec | Next Action | Date Added | Actions |
|---|---|---|---|---|---|---|---|---|
| No candidates yet. Click + Add Candidate to get started. | ||||||||
HR Workflow — Onboarding
Active onboarding records — start from the Candidate Pipeline when a candidate is hired.
No active onboardings. Mark a candidate as Hired in the Candidate Pipeline and click Start Onboarding.
HR Resources — Google Drive
Company Policies & Procedures
Select a policy from the list to read it in full. All policies are effective April 1, 2026.
Available Policies
PTO & Leave Policy
Communication & Remote Work
Code of Conduct
More coming
Bonus Structure, Benefits, and additional policies will be added as PCG grows.
Bonus Structure, Benefits, and additional policies will be added as PCG grows.
Payroll
Your payroll portal provides access to pay stubs, direct deposit settings, tax forms, and year-end documents.
Payroll Portal
Provider to be announced. This link will be activated once PCG selects a payroll provider.
Pay schedule: Semi-monthly — 1st & 15th of each month (see PTO & Leave Policy for full details).
Bonus Structure
PCG's bonus structure rewards team members for hitting company milestones. Details are being finalized and will be shared here once approved.
Bonus Plan Coming Soon
PCG will publish a formal bonus structure tied to company milestones — including beta launch targets, subscriber goals, and team performance metrics. Check back here once the plan is finalized.
Open Positions
Know someone great? PCG is growing — share these openings with your network.
PCG Platform Status
The Lamp
Operational
Host on Netlify for team sharing
Module 3 (Pool Route)
In Build
Active priority · Bubble.io · April 2026
Modules 1 & 2
Planned
Module 3 ships first
Genie API Key Management
Kept in this browser session only and cleared when the browser closes or you sign out. Never written into the page itself. Everyone connects their own key from the Genie panel, which is available on every screen.
Saved per person, so you and Philip can choose differently on the same machine.
PCG Quick Reference
| Detail | Value |
|---|---|
| Platform | Bubble.io (no-code) |
| AI Layer | Anthropic Claude (haiku or sonnet) |
| Mobile Wrapper | BDK Native (iOS & Android) |
| Priority Build | Module 3 — Pool Route |
| Target Launch | April 2026 |
| Revenue Model | SaaS ($99/$179/$299+) + affiliate (M1) + compliance ($50/property) |
| Exit Strategy | Acquisition by pool supply chain or equipment manufacturer |
| Command Center Hosting | Netlify (free, drag & drop) — share URL with team |
Session
Logging out clears all in-memory data including Genie API key and chat history. Vendor data added this session is also cleared.
Key Documents — Google Drive
Financial Overview
MRR
--
Monthly recurring revenue
Active Subs
--
Live paying customers
Stripe Balance
--
Available for payout
Last 30-Day Revenue
--
Charges succeeded
Recent Charges
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Open Disputes
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Revenue Detail
Stripe Available Balance
--
Ready for payout
Pending Balance
--
Processing (2 business days)
Active Products
--
Live Stripe products
Payment History (last 20 charges)
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Active Subscriptions
--
Tier 1 — Starter
$99/mo
--
Tier 2 — Growth
$179/mo
--
Tier 3 — Pro
$299/mo
--
Total Active
All tiers
Subscriber List
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Profit & Loss, year to date
Checking QuickBooks…
Revenue
--
Year to date
Expenses
--
Year to date
Net Income
--
Revenue less expenses
Cash on Hand
--
Bank accounts
Where the money went
Full statement
| Account | Amount |
|---|---|
| Loading… | |
Reading this page
Figures come straight from QuickBooks on an accrual basis, for the calendar year to date,
and refresh at most every 30 minutes. This is the ledger, not a forecast: a category only
appears once something has actually been booked against it.
Committed monthly tool spend is a different number and lives in the Vendor Directory under Operations. The two will not match, and both are correct. QuickBooks is ground truth for money that has left the bank; the Vendor Directory is what is contracted going forward.
Open QuickBooks reports →
Committed monthly tool spend is a different number and lives in the Vendor Directory under Operations. The two will not match, and both are correct. QuickBooks is ground truth for money that has left the bank; the Vendor Directory is what is contracted going forward.
Open QuickBooks reports →
Vendor to Account Cheat Sheet
Book every vendor to the same account every month. Categorising a vendor differently
from one entry to the next is invisible on the bank statement and obvious on the P&L,
where it collapses distinct costs into one bucket and makes the year unreadable.
| Vendor | QuickBooks account | Why |
|---|
The rule when a vendor is not listed
Ask what the money bought, not who sold it. Software that runs the product or the
business is Dues & subscriptions. Anything whose purpose
is to reach a customer is Advertising & marketing, even
when it is billed as a monthly SaaS seat. Anything a lawyer or an accountant does is
Professional Services, split by sub-account.
Two rows on this sheet are marked Drifted. Those are vendors the July and August 2026 entries filed differently. The account named here is the one to keep. Add a vendor to this sheet the first time it is paid, not the second time it is miscategorised.
Not an expense at all: money Jay moves from a personal account into the business is Owner investments, an equity account, and never income. Card cashback is Other income : Credit card rewards.
Two rows on this sheet are marked Drifted. Those are vendors the July and August 2026 entries filed differently. The account named here is the one to keep. Add a vendor to this sheet the first time it is paid, not the second time it is miscategorised.
Not an expense at all: money Jay moves from a personal account into the business is Owner investments, an equity account, and never income. Card cashback is Other income : Credit card rewards.
Payroll: QuickBooks
Admin access only. Payroll data is read-only via QuickBooks MCP. No payroll actions can be taken from The Lamp.
Loading payroll data…