E
EPIC ADVISORY / Progress Intelligence
Live
Last synced: March 11, 2026
Overall Completion
18%
Across all 5 build tracks
Revenue MTD
$0
Target: $50K · Mar 31
GitHub Status
0%
Nothing committed yet — critical gap
Workers Live
12
All deployed, none on source control
Dropped Balls
14
Items asked, not yet delivered
Infrastructure
5%
Workers → GitHub → Pages
Critical: No source control
Website & Brand
25%
Webflow · Copy · Design
Megan owns · In progress
Business
8%
Revenue · Pipeline · CRM
$0 revenue · No pipeline yet
AI Agents
40%
Team Built · Playbooks Partial
6 agents · 0 playbooks deployed
This Week
3
Priorities to close
GitHub · Access · Progress
TOP PRIORITIES — THIS WEEK
Sequenced by impact. Do #1 before touching #2.
01
Extract all Workers → commit to GitHub
Every line of code lives only in Cloudflare. One bad deploy and it's gone. No rollback. No history. This is the single biggest risk to everything built so far.
Owner: Jeremiah + Claude · Est: 1 session
02
Enable Cloudflare Access on internal tools
assets, hub, studio are protected by a JS password check anyone can bypass by reading source. Takes 30 minutes. Zero excuse not to do this today.
Owner: Jeremiah · Est: 30 min
03
Send first 25 BD outreach emails
Pipeline is $0. Everything else we're building is infrastructure for a business that hasn't generated revenue yet. BD outreach must run in parallel — not after infra is perfect.
Owner: Grant Davis · Est: This week
⚡ Infrastructure Status
5% Complete
  • GitHub repo created + Workers extracted
    DO FIRST
  • Cloudflare Access on assets, hub, studio
    Security Gap
  • Cloudflare Pages migration
    Phase 3
  • D1 database — 769 contacts seed (50/769 done)
    In Progress
  • 12 Workers deployed, all live URLs functional
    Done
  • KV namespaces: 49 version snapshots preserved
    Done
🌐 Website & Brand Status
25% Complete
  • ownyourepic.com — live but needs rebuild
    Active
  • Webflow TechCode template migration
    Not Started
  • Delete / Automate / Elevate pillar pages final
    Partial
  • OG image — confirm on production
    Check Needed
  • Nike-inspired concept site (concept.ownyourepic.com)
    Live
  • Brand system: E-mark, Bebas Neue, Delete/Automate/Elevate
    Done
INFRASTRUCTURE REBUILD 5 Phases · Phase 1 is the blocker for everything
1
GitHub + Source Control
DO THIS FIRST
Create repo, extract all 12 Workers via API, commit as baseline. One session.
2
Cloudflare Access
Queued
Lock assets, hub, studio behind real auth. 30 min. Unblock after Phase 1.
3
Pages Migration
Queued
Move ownyourepic.com + assets to Cloudflare Pages. Each section = own file.
4
Cleanup Orphans
Queued
Delete 5 orphaned staging workers, resolve 2 unused domains.
5
D1 + Data Layer
Queued
Complete 769-contact seed, wire hub to D1 live, QB connector.
ALL 12 WORKERS — Status Map
0 on GitHub
#WorkerLive URLStatusAction
1ownyourepicownyourepic.comProductionExtract → Commit
2ownyourepic-assetsassets.ownyourepic.comInternalExtract → Commit
3epic-command-centerhub.ownyourepic.comInternalExtract → Commit
4ownyourepic-studiostudio.ownyourepic.comInternalExtract → Commit
5epic-brainownyourepic.com/brainAI LayerExtract → Commit
6ownyourepic-appapp.ownyourepic.comBuildingExtract → Commit
7ownyoureping-stagingversions.ownyourepic.comVersion BrowserKeep
8ownyourepic-stagingstaging.ownyourepic.comOrphanDelete?
9ownyourepic-staging-cconcept.ownyourepic.comNike ConceptKeep or Merge
10ownyourepic-staging-dstaging-d.ownyourepic.comOrphanDelete?
11ownyourepic-staging-grestaging-gre.ownyourepic.comOrphanDelete?
12epic-appNo domain assignedOrphanDelete?
CRITICAL GAPS
  • No GitHub = no rollback if deploy breaks
    P0
  • Client-side JS auth on internal tools
    P0
  • R2 bucket epic-assets is empty
    Gap
  • D1 seeding stopped at 50/769
    Partial
  • forgeyourepic.com — no DNS, no plan
    Decide
  • reconoperating.com — no DNS, no plan
    Decide
KV STORAGE
  • VERSIONS — 49 snapshots (v132–v180)
    Healthy
  • epic-assets-state — tasks_v1
    Active
  • CHAT — OG image stored here (should be R2)
    Misplaced
WEBSITE & BRAND Megan Cole owns · ownyourepic.com
✓
Brand System
Complete
E-mark, Bebas Neue, Delete/Automate/Elevate, OG image, color system.
✓
Site Live
Complete
ownyourepic.com is live on Cloudflare Workers. Nike concept at concept.ownyourepic.com.
3
Webflow Migration
In Queue
TechCode by Brix recommended (scored 92/100). Not started yet.
4
Pillar Pages
Partial
Delete/Automate/Elevate routing built, content needs final pass.
5
Hex Dashboards
Planned Q2
Client-facing CFO analytics embeds. Not started.
WEBSITE TASK BREAKDOWN
25% Done
  • ownyourepic.com — production Worker live
    Live
  • Nike concept built (concept.ownyourepic.com)
    Live
  • OG staircase image: DELETE/AUTOMATE/ELEVATE deployed
    Done
  • Agent team page /team deployed
    Done
  • Confirm OG image is live on PRODUCTION (not just staging)
    Verify
  • Webflow TechCode template — purchase + setup
    $79 · Not Started
  • Connect Webflow to ownyourepic.com DNS
    After Webflow
  • Delete / Automate / Elevate pages — final content pass
    Partial
  • Analytics: GA4 + Clarity + RB2B confirm firing on new site
    Post-Migration
  • SEO: Meta descriptions, sitemap, GSC setup
    Q2
  • LinkedIn content calendar — 90-day plan
    Megan
  • 3 case studies / proof points for proposal deck
    Q2
BRAND DECISIONS MADE
  • Tagline locked: "Finance, Rebuilt."
  • Typography: Bebas Neue + Barlow Condensed
  • E-mark standalone logo created
  • Framework: Delete (red) → Automate (gold) → Elevate (green)
  • Voice: "We just do it different." (no "ly")
  • Dashboard aesthetic — Nike/athletic, white + blue (this session)
    Updating Now
  • Brand guidelines doc — formal version
    Megan Q1
BUSINESS — Revenue, Pipeline & CRM Grant Davis · Brian Calloway · March 2026
Revenue MTD
$0
Target: $50K Mar 31
Pipeline
$0
Target: $500K Q2
Proposals Sent
0
Target: 5 this month
Meetings Booked
0
Target: 10 this month
HubSpot Status
Messy
Critical blocker for BD
BD IMMEDIATE
Blocked
  • HubSpot audit + clean — 769 contacts imported but messy
    Blocker
  • 50-company prospect list built from Tier 1
    Grant
  • First 25 outreach emails sent
    This Week
  • Pitch deck built for PE targets
    Grant
  • First proposal sent
    Mar 14
  • Apollo → HubSpot sync configured
    Alex
90-DAY SPRINT
Mar → May
Metric30d60d90d
Revenue$25K$75K$150K
Pipeline$250K$500K$1M
Clients135
CRMCleanAuto'dSelf-maintaining
Bench5 ready1015
ANNUAL 2026
Targets
MetricQ1Q4Annual
Revenue$50K$750K$1.5M
Clients21515
Pipeline$500K$8M$8M
Consultants34040
Automations55050
AI AGENT TEAM 6 agents deployed · Playbooks in progress
BC
Brian Calloway
Finance Intelligence
brian@ownyourepic.com
Financial ModelDraft
Monthly ReportingNone
Playbook StatusBuilt Not Deployed
MC
Megan Cole
Marketing & Brand
megan@ownyourepic.com
Website StatusLive/Rebuilding
LinkedIn Posts0/week
Playbook StatusBuilt Not Deployed
GD
Grant Davis
Sales & BD
grant@ownyourepic.com
Meetings Booked0/10
Pipeline$0
Playbook StatusBuilt Not Deployed
CW
Claire Warren
Delivery & Accounting
claire@ownyourepic.com
Books SetupNot Started
Close ProcessNone
Playbook StatusBuilt Not Deployed
JR
Jordan Reed
Finance & Recruiting
jordan@ownyourepic.com
Bench Strength0/10
JD Library0 roles
Playbook StatusBuilt Not Deployed
AB
Alex Brooks
Automation & Product
alex@ownyourepic.com
HubSpot StatusMessy
Integrations Live0/5
Playbook StatusBuilt Not Deployed
AGENT INFRASTRUCTURE STATUS
  • All 6 agent profiles created with backgrounds, KPIs, emails
    Done
  • /team page live on ownyourepic.com
    Done
  • Email forwarding configured for all 6 @ownyourepic.com addresses
    Done
  • Agent playbooks written as DOCX
    Written
  • Playbooks deployed to live agent system (Claude Projects per agent)
    Not Done
  • n8n on NAS — agent workflow automation infra
    Not Started
  • Epic Brain deployed to live URL (built as artifact, not deployed)
    Artifact Only
  • Claude Projects: 7 projects (1 Master + 6 agents) with focused context
    Not Created
DROPPED BALLS — Full Accountability Items asked for, started, or promised across all sessions that are not complete
14 UNRESOLVED ITEMS FOUND ACROSS CONVERSATION HISTORY
Sourced from 20 recent conversations. These are not excuses — they are the list.
  • 1
    EPIC-MANIFEST.md — created but not findable
    Built in a session, saved to /outputs in that session, never persisted to a URL or Claude memory. You've had to re-explain context every session because of this.
    Fix: Recreate and deploy to a permanent URL or embed in memory
    Critical
  • 2
    D1 database contact seed — stopped at 50/769
    769 Tier 1 contacts were being seeded into D1. Only 50 made it. The remaining 719 were never completed. hub.ownyourepic.com still reads from a hardcoded array, not live D1.
    Fix: Resume seeding batch and wire hub to D1
    Incomplete
  • 3
    Epic Brain — built as artifact, never deployed
    The full operating system concept with The Brain, Connected Intelligence, AI Agents was designed in session. It never made it to a live URL. You've asked about it twice across sessions.
    Fix: Deploy to app.ownyourepic.com or brain.ownyourepic.com
    Artifact Only
  • 4
    Agent Playbooks — written but not deployed to Claude Projects
    All 6 playbooks were written as Word documents. The actual Claude Project setup (7 projects, each with focused context) was documented as the next step but never executed.
    Fix: Create 7 Claude Projects in claude.ai with proper system prompts
    Incomplete
  • 5
    Cloudflare Access — discussed, never configured
    Came up in multiple sessions. Never actioned. Internal tools remain JS-password-only. This is a real security gap not just a nice-to-have.
    Fix: 30 minutes in Cloudflare dashboard
    Security Gap
  • 6
    PitchBook Intelligence files — built but never uploaded to Drive
    24 files across 11 folders were built in session. Drive upload wasn't available via API so you were told to drag them manually. Never confirmed if this happened.
    Fix: Confirm files are in Drive or rebuild
    Unconfirmed
  • 7
    Section Manager — CORS blocked, never actually worked
    Built this session. The CORS issue means you cannot load from Cloudflare API in this context. The tool as delivered has never successfully connected to the live Worker.
    Fix: Requires proxy or Pages migration to function properly
    Broken
  • 8
    OG image — deployed to staging, never confirmed on production
    The DELETE/AUTOMATE/ELEVATE staircase OG image was deployed to staging-c and concept. Whether it's live on ownyourepic.com production was never verified.
    Fix: Fetch ownyourepic.com meta tags and confirm
    Verify
  • 9
    HubSpot audit/cleanup — critical blocker for BD never started
    769 contacts exist but the data is described as "messy" and blocking actual outreach. This has been on the priority list since the beginning. Nothing done.
    Fix: Alex Brooks runs audit this week
    BD Blocker
  • 10
    Webflow TechCode template — not purchased or started
    Template was selected (TechCode by Brix, 92/100 score, $79), Megan's plan was documented. Never executed. Site is still on Cloudflare Workers with no Webflow migration started.
    Fix: $79 purchase + Megan kickoff
    Not Started
  • 11
    GitHub — never connected to any Worker
    Zero GitHub deployments across all 12 Workers. Confirmed this session via API. All code is Cloudflare-only with no backup, no rollback, no version history for source code.
    Fix: Phase 1 of rebuild plan — do this session
    P0
  • 12
    forgeyourepic.com and reconoperating.com — no plan
    Both domains are active Cloudflare zones with no DNS records, no Workers, no purpose documented. Paying for them and doing nothing.
    Fix: Decide — point at something or release them
    Decide
  • 13
    R2 bucket epic-assets — created, never populated
    Bucket was created Feb 24 as the intended home for brand assets, logos, and the OG image. Zero objects uploaded. OG image is still in KV (wrong place).
    Fix: Move OG image from KV to R2, add brand assets
    Empty
  • 14
    Dynamic mind map / architecture visualization — requested, not delivered
    You asked for a live, dynamic, plug-and-play architecture visualization — not just a static diagram. A draft was built but it wasn't deployed and wasn't truly interactive at the level you described.
    Fix: Build properly and deploy as a Worker
    Incomplete
MARKET INTELLIGENCE Forward-looking · PE-backed CFO market · March 2026
PE Deal Flow 2026
↑
Rate cuts driving M&A rebound. Q1 PE volume up ~15% YoY.
CFO Turnover
High
PE-backed CFO avg tenure 18 months. New CFO = new vendor window.
AI in Finance
Early
Most PE-backed CFOs still Excel-native. Epic's AI layer is differentiated now — not in 18 months.
Competition Gap
Wide
Big 4 too slow. Boutiques lack tech. Epic's lane is real and defensible.
WHY NOW IS THE WINDOW
  • AI is table stakes in 24 months. CFOs who haven't modernized yet are the exact targets. Epic offers the upgrade before it becomes a crisis.
  • PE hold periods are compressing. Sponsors want clean books, real dashboards, and exit-ready financials. Epic delivers all three.
  • Big 4 pricing is pricing them out. Accordion at $80K, FTI at $21K/week. Epic at $225/hour wins on value before the conversation starts.
  • Controller-to-CFO is Epic's entry point. Controllers are the champions. They don't just need reports — they need to look good to their CFO. Epic makes them the hero.
TOP TARGET TRIGGERS
  • HOT
    New CFO appointed (avg first 90 days = max vendor receptivity)
  • HOT
    PE acquisition in last 6 months (new sponsor = new urgency)
  • WARM
    ERP migration in progress (pain at peak)
  • WARM
    Month-end close taking 8+ days
  • WARM
    Key finance team member departure
  • NURTURE
    Series B/C funded — scaling pains ahead
  • NURTURE
    Audit prep season (Q4/Q1)
COMPETITIVE POSITION
CompetitorPrice SignalEpic Edge
Big 4 (PwC/Deloitte)$300–500/hrSpeed + tech + leave-behind
Accordion$80K projectsSame output, half price
FTI$21K/weekWe leave systems, not slides
Riveron$200–350/hrAI layer they don't have
Fractional CFO$5–15K/moMore scope, real execution
Epic Advisory$225/hrThe move