Post-Call Summary · Apr 23, 12:40 PM PT — Auto-generated by Gemini
LinkedIn page confirmed live. Armen to follow the page to receive Content Admin access. Email automation branch logic refined — 2 new sequences needed to route leads by booking status (booked vs. not booked). Pixels deferred until automation stability confirmed.
PipeDrive: Jason to apply project specs template, confirm workflows/tags, and grant Armen a user seat. Communication plan established for Jason's upcoming absence.
New vertical explored: board & care facilities — targeted landing pages as a lead gen model. Not in scope for May 11 launch.
Campaign context: This is a BOSSTORQUE lead generation campaign targeting tree care business owners. Sperry Tree Care (Rob Miron) is the featured case study and testimonial — their footage and results are the social proof engine. The campaign is not for Sperry's business. All leads, calls booked, and revenue flow to BOSSTORQUE.
Meeting Objective
Get fully aligned on the BOSSTORQUE lead gen campaign status, clear the blockers that caused 13 LinkedIn posts to go unpublished, review the Kit sequences before activating, and lock in May 11 as the hard launch date.
Agenda · ~45 min
- 0:00Campaign drift review — what slipped and why
- 0:10LinkedIn unblock — Armen follows page → gets Content Admin access
- 0:15Kit sequence review — Track A + Track B (both built, need approval to activate)
- 0:25PipeDrive setup confirmation — pipeline + custom fields done, discuss Zapier wires
- 0:35SMM hire discussion — scope, timeline, what Armen needs from a social hire
- 0:45Confirm May 11 hard launch date + finalize owner assignments
Campaign Status at a Glance
LinkedIn Posts (All 24)
Armen has full admin on the BOSSTORQUE LinkedIn page (Apr 23). All 24 posts written and ready — 10 video posts use final cut footage (retainer/cost references removed). Armen to schedule all 24 posts rebased to May 11 launch — due by May 8.
ACCESS GRANTED — SCHEDULE BY MAY 8
Kit Email Sequences
Track A + Track B built. Post-call: Armen building 2 new sequences to route leads by booking status (booked / not booked). Initial test email for booked sequence to be created; full flow test required before activation. Additional outreach sequences in progress. Pixels to be implemented after automation stability is confirmed.
IN BUILD · TESTING
Infrastructure (Kit domain, call link, GTM)
kitsub.bosstorque.ai verified and live. bosstorque.ai/call live → TidyCal booking page. GTM-PMJP2F9W installed on bosstorque.ai; Armen added as GTM Administrator. All confirmed live as of Mar 23.
DONE
PipeDrive CRM
Pipeline live with 6 stages, 5 custom fields. Armen has a Global Admin seat (Apr 23). Remaining: Jason to apply project specs template and confirm all workflows and tags are correct before Zapier wires go live.
SEAT GRANTED · CONFIGURE TEMPLATE
Zapier Automations (9 Zaps)
Kit→PipeDrive routing, Pushover/Slack alerts, Twilio SMS — all built, waiting on PipeDrive to be confirmed ready. PipeDrive is live. Zaps are ready to wire — 48h task post-call.
READY TO WIRE
Twilio SMS (6 Zaps)
Built but dormant. Requires FTC/TCPA opt-in approval before activating. Not blocking May 11 — can activate post-launch once compliance path is confirmed.
PENDING COMPLIANCE
SMM Hire
Armen introduced a candidate (Sam) in late March. Jason interviewed and passed — low AI fluency, not fully committed to the role. Jason now has 18 Upwork applicants in review and will select one soon. LinkedIn engagement will be manual at launch if the hire isn't in place by May 11 — not a blocker.
IN PROGRESS — HIRING
Pivots & Updates Since the Brief Was Written
Paid Ads → Organic First
The original brief spec'd audience targeting — a paid-only tool. Since paid is still weeks out (organic runs first), Jason pivoted: Meta Pixel + GA4 are installed and building audiences passively from site traffic. By the time paid activates, we'll have real visitor data instead of cold targeting.
PIVOTED
Video Production
Not in the brief's original scope as a completed item — Armen delivered all 12 final cut videos on Apr 13. 1080×1350 LinkedIn format, Sperry logo, captions, audio cleaned up, and Rob's retainer/cost references removed per Jason's Apr 15 direction. Ready to post.
COMPLETE
SMM Hire — In Progress
Armen intro'd a candidate (Sam) in late March. Jason passed: low AI fluency, not fully committed, hedged on key questions. Jason now has 18 Upwork applicants in review and will select one soon. Decision today: confirm role scope so the hire can hit the ground running, and agree on manual engagement if the hire isn't in place by May 11.
HIRING IN PROGRESS
Decisions Going Into the Call
-
1.
LinkedIn rebased line — Do we restart the full 24-post schedule from May 11? Or compress/skip missed posts and pick up at Post 14?
Posts 1–13 covered BT brand intro, trust-building, and Sperry case study content. Skipping them leaves gaps in the narrative arc leading into the email funnel.
-
2.
Kit sequences — approve to activate? — Both Track A and Track B are drafted and ready. Do we activate them now, or does Armen want a copy review pass first?
Jason wrote/approved the email content in Campaign Brief v4.2. This is a confirmation, not a full re-review.
-
3.
Zapier wiring priority — Wire Kit→PipeDrive routing Zaps first (highest value), then alerts, then SMS. Confirm Armen has Zapier access and can execute, or does Jason handle?
-
4.
SMM hire — Sam was rejected in March. Jason has 18 Upwork applicants in review and will select one soon. Decision today: align on the role scope so the hire knows what to run from day one, and confirm the manual engagement plan for launch if they're not yet onboarded by May 11.
Not a blocker — launch regardless. Manual engagement is workable short-term.
-
5.
May 11 hard launch — confirm all lanes are go — Full campaign live: Kit sequences activated, LinkedIn posts scheduled from May 11, PipeDrive wired, Zapier routing live.
Confirm each owner's delivery against May 11. Identify anything that puts the date at risk.
LinkedIn + PipeDrive Access
✓ Armen has full admin on the BOSSTORQUE LinkedIn page — granted Apr 23. He can now schedule all 24 posts.
✓ Armen has a Global Admin seat in PipeDrive — granted Apr 23. Jason still needs to apply the project specs template and confirm workflows/tags before Zapier wires go live.
Original Campaign Plan — Full Reference
BOSSTORQUE Tree Care Campaign Brief v4.2
Full original plan delivered to Armen — campaign architecture, phases, budget, Kit sequences, Armen's role, pre-launch checklist, and technical build specs. Hosted on Cloudflare for easy reference during the call.
LinkedIn Post Schedule — Rebased to May 11 Launch
24 posts · 8 weeks (May 11 – Jul 6, 2026) · Mon / Tue / Thu cadence · 10 video posts use footage from the Sperry shoot — files are final (titles, captions, Sperry logo, audio cleanup, and retainer/cost references removed per Jason's Apr 15 direction). All first comments use UTM-tagged Kit signup links →
kitsub.bosstorque.ai. Video files are in the shared
Final Cuts folder on Drive.
| # |
Date |
Format |
Video File |
Hook / Copy |
First Comment CTA |
| 1 |
May 11
Mon |
Text+Image |
— |
"10,800 customers. No system to reach them." · Drop your database count in comments |
post-1-database |
| 2 |
May 13
Wed |
Video |
Post 2 (1080×1350).mp4 ↗ |
"$1,000 in. $300–$500K projected out." · Rob ROI clip |
post-2-roi |
| 3 |
May 18
Mon |
Text |
— |
"The 5 most common revenue leaks in tree care." · List post, save-bait |
post-3-five-leaks |
| 4 |
May 19
Tue |
Video |
Post 4 (1080×1350).mp4 ↗ |
"2 to 4 hours a week. That's all it took." · Rob time investment clip |
post-4-time |
| 5 |
May 21
Thu |
Text+Stat |
— |
"60 Google reviews → 200 in 4 months." · Stat graphic, credibility post |
post-5-reviews |
| 6 |
May 25
Mon |
Video |
Post 6 (1080×1350).mp4 ↗ |
"Wildly successful." · Rob's own words — social proof anchor |
post-6-wildly-successful |
| 7 |
May 26
Tue |
Text |
— |
"The tree care revenue roller coaster is real." · Seasonality pain post |
post-7-seasonality |
| 8 |
May 28
Thu |
Video |
Post 8 (1080×1350).mp4 ↗ |
"A customer called from San Francisco after seeing a job in Portland." · Rob referral story |
post-8-sf-referral |
| 9 |
Jun 1
Mon |
Text+Image |
— |
"Before: 10,800 customers in silence. After: re-engaged." · Before/after visual |
post-9-reengagement |
| 10 |
Jun 2
Tue |
Video |
Post 10 (1080×1350).mp4 ↗ |
"Not cluttering up my to-do list." · Rob on systems relief |
post-10-systems-relief |
| 11 |
Jun 4
Thu |
Text |
— |
"Here's the Power Leak math on your database." · Revenue calculation post |
post-11-powerleak |
| 12 |
Jun 8
Mon |
Video |
Post 12 (1080×1350).mp4 ↗ |
"20 years in business. 60 Google reviews." · Rob reviews origin story |
post-12-reviews-story |
| 13 |
Jun 9
Tue |
Text+Image |
— |
"I'm a former electrician. Here's what I learned about field service businesses." · Jason credibility post |
post-13-jason-credibility |
| 14 |
Jun 11
Thu |
Text |
— |
"The phone interrupt tax is costing you $15K+/year." · Operations pain post |
post-14-phone-interrupt |
| 15 |
Jun 15
Mon |
Video |
Post 15 (1080×1350).mp4 ↗ |
"Hundreds of thousands of dollars. Not communicating with them." · Rob on dormant database |
post-15-database-before |
| 16 |
Jun 16
Tue |
Text |
— |
"TorqueCheck: a free 10-minute diagnostic for your business." · Soft offer post |
post-16-torquecheck |
| 17 |
Jun 18
Thu |
Video |
Post 17 (1080×1350).mp4 ↗ |
"It aligned with our brand values." · Rob on brand fit and trust |
post-17-brand-alignment |
| 18 |
Jun 22
Mon |
Text+Stat |
— |
"57% open rate. Industry average is 26%." · Email performance stat graphic |
post-18-open-rate |
| 19 |
Jun 23
Tue |
Text |
— |
"OR, WA, CA, BC — same story, different zip code." · Regional insight post |
post-19-regional-insight |
| 20 |
Jun 25
Thu |
Video |
Post 20 (1080×1350).mp4 ↗ |
"Confident enough to sign a retainer." · Rob on committing to the system |
post-20-retainer-confidence |
| 21 |
Jun 29
Mon |
Text+Image |
— |
"The full Sperry Tree Care case study." · Numbers, timeline, results summary |
post-21-full-case-study |
| 22 |
Jun 30
Tue |
Text |
— |
"The emerald ash borer is spreading. Here's what that means for your pipeline." · Urgency + opportunity post |
post-22-ash-borer |
| 23 |
Jul 2
Thu |
Video |
Post 23 (1080×1350).mp4 ↗ |
"Cost us practically nothing." · Rob on tool ROI (Jobber quote) |
post-23-tool-value |
| 24 |
Jul 6
Mon |
Text |
— |
"Cycle 1 complete. Here's what's coming next." · Campaign wrap + teaser |
post-24-cycle-wrap |
Confirmed Post-Call Actions
| Action |
Owner |
When |
Follow BOSSTORQUE LinkedIn page → enables Content Admin grant ✓ Done Apr 23 |
Armen |
✓ Done |
Add Armen as LinkedIn full admin ✓ Done Apr 23 |
Jason |
✓ Done |
| Schedule all 24 LinkedIn posts starting May 11 |
Armen |
By May 8 |
| Create 2 new sequences: booked lead + unbooked lead routing logic |
Armen |
ASAP |
| Create initial test email for booked sequence; test full flow (lead shifting confirmed) |
Armen |
Before activation |
| Create additional outreach email sequences |
Armen |
ASAP |
| Run tests on existing automations |
Armen |
Before May 11 |
| Implement analytics + tracking pixels — only after automation stability confirmed |
Armen |
Post-test |
| Apply project specs template to PipeDrive; confirm workflows and tags |
Jason |
Within 48h |
Grant Armen a PipeDrive user seat ✓ Global Admin — Done Apr 23 |
Jason |
✓ Done |
| Wire Kit→PipeDrive Zapier routing (3 Zaps) |
Zapier |
Within 48h |
| Wire Slack/Pushover alert Zaps (3 Zaps) |
Zapier |
Within 48h |
| Send Founders Card/Pass referral link to Armen |
Jason |
Today |
| Hard launch date: May 11, 2026 — all lanes go |
Both |
Locked |
Kit sequences are saved as drafts — nothing will send until explicitly activated. PipeDrive pipeline and fields are live but empty. No external communications have been sent. Campaign goal: generate BOSSTORQUE consulting leads (Power Leak assessments + No-BS Business Calls booked at bosstorque.ai/call). Sperry Tree Care is the featured case study — their testimonial content is the campaign's proof engine, not its target audience.