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ROADMAP.md — Chloe + Ramon Plan

Last updated: 2026-03-21

✅ COMPLETED

Research & Data

  • Facebook demographic scraping — Canasta group research
  • Canasta strategy database — 90 entries, deduplicated
  • Deep product research — Review scraping (weekly), bad review alerts
  • Competitor monitoring — Weekly price tracking via Keepa, >15% drop alerts
  • GSC integration — Weekly reports, historical data in BQ
  • GA4 integration — Service account connected, pageViews/traffic/sessions available

Automation & Infrastructure

  • Wholesale repricing system — Auto-reads Column M, submits to Amazon Listings API
  • Wholesale BSR tracking — Keepa BSR for FBA shipping decisions
  • FBM inventory adjustments — Column N triggers quantity updates
  • Daily PPC collection — 6:30 AM EST
  • Daily rank tracking — 7:00 AM EST via DataDive Rank Radar
  • Cron reliability — launchd watchdog, gateway restart system, cron registry self-healing
  • eBay sync — Inventory/pricing sync between Amazon FBM and eBay
  • Listing Monitor — BSR, strikethrough, coupon tracking (Mon-Fri)
  • Warehouse SKU alerts — Column H "needs SKU" alerts
  • FBA Reimbursement system — Monday audit + IDR portal checks
  • BigQuery migration — 39+ tables, SQLite retired, Airbyte decommissioned
  • SP-API scheduled reports — 14 schedules, hourly polling
  • On-demand reports — Inventory Planning, Merchant Listings, Sales & Traffic
  • Financial Events API — Daily 5:30 AM, 30-day lookback

Supply Chain

  • AWD integration — Monitoring + replenishment recommendations
  • FBA restock alerts — Velocity-based "ship X units" recommendations
  • PO projection model — Demand forecasting for China PO quantities + timing

Marketing & Content

  • Klaviyo integration — API connected, flows built, campaigns automated
  • Sunday Ritual content engine — Full pipeline (draft → blog → Klaviyo), dashboard auto-trigger
  • Email template system — Hardcoded templates, LLM only for dynamic content
  • PR outreach system — Reactive (HARO/SOS) + Proactive + Monthly discovery
  • Blog writing system — SEO research, content pipeline, Shopify publishing
  • Short-form video scripts — Batch 1 complete, posted

Integrations

  • ClickUp integration — 40+ cron jobs tracked, auto-comments, auto-complete
  • Gmail processing — Pub/Sub watcher + polling backup, full email routing
  • Google Sheets service account — Automated reads/writes
  • Google Drive sync — Skills + scripts synced nightly

📋 PRIORITY ORDER — What's Next

1. 🎯 PPC Optimization (NEXT)

Task Description Status
PPC spend analysis Identify waste, optimization opportunities Not started
PPC reporting dashboard Weekly/monthly summaries, trend analysis, actionable flags Not started
Listing optimization audit Analyze titles, bullets, images, A+ content Not started
Keyword gap analysis Find missing keywords vs competitors Not started

Ball is in Ramon's court to kick this off.

2. 💰 Financial Reporting / QBO

Task Description Status
QBO API integration Connect QuickBooks Online, pull financial data Not started
A2X replacement Map settlement reports → QBO journal entries Not started
Cashflow modeling Projections, reorder timing, cash conversion Not started

Financial Events API already collecting daily. Settlement report API access confirmed.

3. 📱 All7s Social

Task Description Status
Video analytics Track views, engagement, identify what works APIs connected, discuss Mon 3/24
Batch 2 content Next round of video scripts + posting After Batch 1 analysis
Social strategy refinement What's working, what to double down on Ongoing

4. 🤝 Influencer Management

Task Description Status
Outreach system Identify, contact, manage influencer relationships Not started
Tracking/reporting ROI measurement on influencer partnerships Not started

5. 🏪 B2B / Wholesale

Task Description Status
Faire launch Primary B2B channel Blocked until smaller cartons (May-June)
Walmart.com relaunch Account exists, has API Needs PPC plan
B2B collateral Sell sheets, landing pages Not started
Barnes & Noble / Books-A-Million Distributor says "ideal" After Faire proves concept

Ramon has ideas — schedule B2B vision discussion.

6. 🎬 AI Video Creation

Task Description Status
Tool evaluation Test AI video generation tools, assess quality Not started
Pipeline Topic research → script → AI-generated videos Not started

7. 🔮 Future / Apps

Task Description Status
Canasta scoring app Photo → AI score, ~$3/mo subscription Not started
Local game table finder Searchable player/table directory Not started
Paid advanced Canasta course Kajabi Not started
Premium $60 Canasta set Q4 2026 target Sourcing not started
Mexican Train Dominoes Strongest next product candidate Research only

🟡 OPEN MINOR ITEMS

  • Canada manual process docs — Document CA workflow, identify automation points
  • Short-form video analytics — APIs connected, discussion Monday 3/24
  • CAN2PPLS + CAN6PPLS launch prep — Product arriving, needs listing + PPC plan
  • Rolling Jokers CPC compliance — Need compliant marbles + tracking labels
  • Attribution API build — Access confirmed, build when off-Amazon campaigns launch

📝 Notes

Priority Principles

  1. Revenue-protecting automation first (inventory, supply chain) ✅ DONE
  2. Revenue-optimizing (PPC, financial visibility) ← WE ARE HERE
  3. Revenue-generating content (marketing, social, influencers)
  4. New revenue streams (B2B, apps, new products)

Not Doing

  • Multiple brand expansion (All7s focus only)
  • Profitability dashboard (Sellerboard handles this)
  • Demand forecasting ML model (PO projection covers needs)

Living document. Updated as priorities shift.