Equipped Painting · Monthly CAO Report · Owner Edition
September, Up Close.
Equipped to serve. Driven by purpose.
September 2026 in focus · 2026 YTD as the reference baseline
7
Workflows running hands-off
of 31 mapped
34,585
Records under management
pipeline, workbooks, photos, docs
5
People asking Steward
2 in August
26
Questions your team asked Steward
23 in August
66
Documents Steward can cite
role-scoped, every answer sourced
$75,574
Sold in September
11 jobs
15 systems are delivered and 7 workflows run with nobody touching
them. They hold 34,585 records: every lead, every workbook
row, 25,285 jobsite photos, 66 documents Steward can quote back to you with a
citation. Quinn made no calls this month and has been quiet since August 20, with 39 leads on its board never called - section 4. Your team asked Steward 26 questions,
up from 23.
The business underneath: 144 leads, 53 booked,
53 proposals and 11 jobs sold at $75,574
in September.
What's inside
1 What we have built2 Is any of it being used3 The AI-native company4 Quinn on the phones5 Marketing & CAC6 September, then the year
01
What We Have Built.
The engagement as of September 2026, measured rather than claimed
15
Systems delivered
1 built, not used yet · 1 paused · 1 in testing
11
Built outside the signed plan
what the team asked for instead
720
Leads-tab syncs
in September, 398 rows on the tab
94%
Self-test pass rate
480 automated probes
The systems
Steward The assistant, the org brain and every Steward tab, now in the Equipped OS sidebar. 17 tools it can call to answer from your own data.
SOP Library Every document Steward reads, versioned and dated; owners keep it current.
Leads tab sync Every lead lands in your own sheet, hourly, with source and tax rate attached.
Pipeline capture DripJobs events land in one warehouse the moment they happen, with new stage names self-classified instead of dropped.
Sub compliance Daily expiry sweep with a 30/14/7/expired alert ladder.
CompanyCam sync Every jobsite photo mirrored and searchable from Steward.
Weekly scorecard Monday numbers, owners and team, from the same record as this report.
Crew tiers Every active crew carries a tier, with a ladder that shows what the next level asks for.
Lead inboxbuilt, not used yet Juan's vetting queue. Built, not used yet; it becomes the front door of the lead workspace on October 6.
Quinnpaused AI outbound and after-hours calling with recordings and summaries. No calls since August 20 - section 4.
Forj + work ordersin testing The field app and Sophia's sold-to-paid board, joined. On TestFlight with the owners; no crew has it yet.
What each one is carrying
CompanyCam photos synced
25,285
Pipeline events captured
4,162
Workbook rows mirrored
2,363
WA tax rates loaded
1,620
Jobsite projects tracked
617
Leads on the spine
222
Org graph entities
130
Compliance docs tracked
120
These are live row counts, not a feature list. Forj is the one exception and it is deliberate: it has been on TestFlight since August 30, gained work orders in September, and is still carrying zero field records, because no crew has it yet. It is delivered software, not yet delivered value, and it stays in that column until a crew uses it.
02
Is Any Of It Being Used.
Steward adoption, your team only, with our own testing excluded
26
Questions asked in September
23 in August
14
Conversations
5
People who used it
2 in August
66
Documents it can cite
Questions your team asked, by month
Jul · 11
Aug · 23
Sep · 26
Questions grew, 23 to 26, and this counts your team only - our own testing is excluded. Breadth moved more than depth: 5 people asked, against 2. By person: Juan Nieto 11; Mitchell Pascua 7; Nicole Pascua 4; Daniel 3; Sophia Garnica 1.
Where it stands against the signed plan
Systems delivered15
From the signed list4 done, 4 partly, of 16
Shipped instead, unscoped11
Waiting on Equipped4
Moved into EquippedOS1
Ours, not started3
The signed list stopped being the right scoreboard in the first month. Phase 02 scoped 16 opportunities; the team asked for other things and we built those instead - 11 systems that appear nowhere in that document, from the Quinn cockpit to Lead inbox. Of what is left, 4 need something from Equipped (Mitchell's time for the role definitions, and the Commission Tracker we still cannot see), 1 moved into EquippedOS where it belongs beside crew pay, and 3 are ours and genuinely not started. The DripJobs replacement you chose on September 30 is now the plan these are measured against.
What it is reading from
All39
Owner13
Production11
Ops2
Sales1
Documents are role-scoped, so pay schedules and owner material stay
with the owners. Every answer carries a citation back to the source document.
03
The AI-Native Company.
The operating system being built underneath the numbers
7
Workflows live
running hands-off
21
Still manual
the automation runway
62
SOPs in the brain
66 documents indexed
2
Compliance saves
expiring docs caught
Shipped in September
SOP Library Every document Steward reads, with its version, date and who last confirmed it. You upload new versions yourselves; anyone can flag one as out of date. Nicole's ask of September 26.
The Equipped OS sidebar Steward opens in sections now, Intake through Performance, grouped the way the team works. Same tabs, clearer names; Classic menu for the old list.
Performance Board The health of the business on one screen: 30-day pipeline, sold, gross profit and backlog.
Work orders, in testing Sophia's sold-to-paid board, joined to Forj so a crew can accept a job on their phone. Two test orders; no crew on it until Forj rolls out.
Crew reviews The review form and Sorting Hat that place a crew on the ladder. No review filed yet.
Google, split in two Google Ads and Local Services as two separate decisions, each with its own cost per lead and per customer.
Lead counts corrected A deal DripJobs renames at booking was being counted as a second lead. Fixed; some past months read a lead or two lower.
The compliance layer
Sub-compliance: 11 of 120 tracked documents on file, 4 expired, 2 alerts sent this month. That is exactly where it stood last month. The sweep is watching all 120; none of the missing documents has been collected since, and collecting them is a person's job, not the system's.
Coming next month
Daniel's lead workspace and the Sales pipeline board, live October 6 after a walkthrough with Daniel and Juan: Juan's vet becomes the handoff, and estimates book straight onto Mitchell's or Ismael's calendar.
Estimating and proposals, the first production piece, by Tuesday October 13. Mitchell re-prices two or three proposals he has already sent, and Steward has to match DripJobs line by line before it goes anywhere near a customer.
The rest of the DripJobs replacement on the schedule you set on September 30: builds done by the end of November, team training in December, DripJobs closed out by year end.
An AI-assistant lead source, for the callers who say an AI suggested Equipped.
What's working
More work came in: the most leads since March and the most proposals since April.
The phones kept moving without Quinn: Daniel dialed through QUO every weekday (section 4).
Meta's cost per form lead fell back to June's level.
August's promise on Q4 tax rates was kept, a week early.
Opportunities next month
Confirm the SOP Library documents that are still accurate, so 'Never confirmed' starts to mean something.
Lead inbox is built and unused; it becomes the front door of the lead workspace on October 6.
Sub-compliance is flat for two months; collecting the documents needs a person.
Grow Steward questions beyond the owner circle.
04
Quinn on the Phones.
Every call, inbound and outbound, in September 2026
0
Quinn calls in September
last dial August 20
720
Calls Daniel made
to 243 people, through QUO
39
Leads Quinn never called
on its board, waiting
1,035
Quinn calls on record
all time, with recordings
Who worked the phones in September
Daniel
720
Other QUO lines
28
Quinn
0
QUO dials by line, Pacific days. When Quinn went quiet the dialing moved
onto a person, which is the plainest measure of what Quinn was carrying.
Quinn made no calls in September. Its last outbound dial was August 20 and its last inbound call August 15. The leads kept getting worked: Daniel made 720 calls to 243 people through QUO, on every weekday of the month. What sits idle is Quinn's own list - 39 leads on its board have never been called.
Your call. Does Quinn have a job in the production plan? If yes, it needs a scheduled dialer so outreach stops depending on an open browser tab, and someone to own its lead list. If no, we switch it off and take the Quinn tab out of Steward, which is one less thing to run. Either answer works; the cost is in leaving it idle.
05
Marketing & CAC.
September on Meta, with the year as the reference line
September on Meta - live from the Ads API
$1,654
Spend in September
August: $1,722
21
Meta form leads
August: 12
$79
Cost per lead
August: $143
6,466
People reached
17,710 impressions
Meta turned around in September. Spend held steady (down 4%), form leads went from 12 to 21, and cost per lead fell from $143 to $79, the lowest since the monthly pull began in June. Fewer people saw the ads (6,466 reached against 9,175) and more of them filled in the form, so this was a better-converting month, not a bigger one. DripJobs logged 20 Meta Paid leads against Meta's 21 form fills, so the two systems now agree on what a Meta lead is. October will show whether it holds.
A correction on Meta. The last two reports used Meta's own "lead" count, which adds
website visitors Meta takes credit for to the people who filled in the Facebook form. Only
the form fills arrive in DripJobs as Meta leads; the website visitors are already counted
under Website. On form fills alone: July 18 leads at $88, not 32 at $50; August 12 leads at $143, not 15 at $115, so August's rise in cost per lead was 63%, not the 132% the report said. Every Meta figure in this report is form
fills only, and the 15 website leads Meta also claimed in September stay under Website.
The year as reference - Jan 1 - Jul 19, 2026, from the team’s own tracking sheet
Channel
Spend
CPL
Sales
CAC
Loaded CAC
ROI
Meta
$10,975
$72
8
$1,372
$1,546
6.9x
Google LSA
$5,932
$59
11
$539
$539
5.6x
Google Ads
$6,737
$153
5
$1,347
$1,626
4.5x
Paid total
$23,644
$80
24
$985
$1,101
5.9x
Loaded CAC adds the SCG management fee ($930/mo net across
Meta and Google Ads); the $1,674/mo Essential plan is shared marketing-ops
overhead. LSA stays the cheapest customer at $539 and is budget-throttled; repeat and referral
remain half of sold revenue at zero ad spend.
Sold revenue by channel with close rate, 2026 YTD
Repeat / Referral · 50% close
$206,154
Meta · 16% close
$76,161
Thumbtack · 38% close
$65,772
Website / GMB / phone · 16% close
$57,796
Networking / Events · 21% close
$56,205
06
September, Then the Year.
The month under the microscope, on DripJobs' own record
144
Leads in September
August: 115
53
Booked an estimate
37% of leads · August: 37%
53
Proposals sent
August: 43
11
Jobs sold
$75,574 · August: $50,517
Leads by month, 2026 - DripJobs record
Jan · 85
Feb · 135
Mar · 165
Apr · 120
May · 93
Jun · 115
Jul · 135
Aug · 115
Sep · 144
September took 29 more leads than August (144 against 115), the most since March. 53 booked an estimate, 37% of leads, the same rate as August: more work came in and it converted at the same pace.
September leads by source (100 of 144 name a channel)
Website SEO/GMB
47
Meta Paid
20
Google Ads
12
Thumbtack
10
Google LSA
7
Repeat/Referral
2
The remaining 44 are logged as unattributed rather than guessed at. Website SEO/GMB was the largest named source (47), at no media cost.
The 2026 baseline for reference: 1,107 leads → 390 booked →
402 proposals → 138 sold ·
$890,502 at $6,453 average (DripJobs' closed-deals report, as of
October 1). Top salespeople YTD: Mitchell Pascua $755,157; Ismael Firat $107,664; Camilo Caro $27,681.
Corrections to August's report
August report said
Record now
Why
Leads / booked
117 / 45
115 / 42
When DripJobs renames a deal as it books, our copy had been counting the new name as a second lead. Fixed September 24.
Proposals sent
41
43
Now counted from DripJobs' own proposals report, taken after the month closed, instead of from our copy.
Sold
12 / $52,459
12 / $50,517
Jobs re-priced after they sold. Sold now comes from DripJobs' closed-deals report, which carries each job's current price.
The year-to-date sold figure in August's report also counted some re-priced
deals twice; the baseline above is DripJobs' own record. Earlier months on the lead chart
read a little lower than before for the same renaming reason.
STEWARD
"Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace." - 1 Peter 4:10
Prepared for Mitchell & Nicole Pascua
by Lonely Pine AI · Fractional Chief AI Officer engagement · September 2026.
Funnel figures from the DripJobs record; marketing figures from the team’s own tracking sheet.