Command Center
OMJCC v4 — Lifeatory build · Day 1
1
Active Clients
4
Open Tasks
4yr
Billing Gap
0
Frank Reports
🚨 Ann was not invoicing clients for ~4 years. DocuSign audit is the #1 priority before anything else. Nothing moves without Frank's direction on existing gaps.
Client Health Scores
Dr. Lenny Roudner
InstagramSetup pending
WebsiteAudit needed
Billing / DSUnconfirmed
Calls / CommsNot started
⚠ SETUP
Today's Tasks
DocuSign audit — Dr. Lenny — confirm signed agreement
Billing · Frank · URGENT
IG check — did today's post go up? Quality pass?
Dr. Lenny · Daily
drlenny.com — initial site audit
Website · Week 1 baseline
Log Dr. Lenny contact directory — who answers the phone
Contacts · Setup
Pending Frank Notifications
Daily report not yet sent
DocuSign gap — awaiting direction
Weekly summary due Friday
Activity Log
TodayOMJCC v4 initialized — forked from Lifeatory design system. Persistence + Frank report aggregation live.ME
ContextFrank confirmed scope: sites, billing, IG, calls. All work reported daily.FRANK
ContextAnn — 4yr billing gap. Tam IG quality flagged. CJ verbal direction pattern known.CJ CO.
CJ Flags
⚠Ann: Did not invoice clients ~4 years.Day 0
⚠Tam: IG quality substandard across clients.Day 0
My Day
Your daily operating rhythm inside Hippo Medical.
Morning Block
8:00 AM
Open OMJCC — Morning Check
Dashboard: any overnight flags? DocuSign expiring? Billing alerts? Pull up task queue.
8:15 AM
IG Sweep — Every Client Account
Did today's post go up? Tam or you? Quality pass? Miss = log it immediately. Cover it if client-critical.
8:30 AM
Billing Sweep
Any DocuSign expiring in 30 days? Any new services without agreement? Ann's gap cleanup — one client at a time.
9:00 AM
Frank Check-in
Any new assignments from Frank? New clients? Direction on open items? Frank's priorities trump everything.
Work Block + EOD
10AM–2PM
Execute Work Block
Sites, SEO, billing, IG content creation. Frank's tasks first. Log your hours as you go — task + duration.
Anytime
CJ Interruption Protocol
Note where you left off → handle CJ → log the interruption → return. Never just forget where you were.
Client Calls
Log Before You Hang Up
Open Call Log. Note who, what, every action item. If they reference something CJ promised — flag it separately.
End of Day
Send Frank Daily Report
Tasks done vs. open. IG: posted/missed/who. Billing actions. Calls. Hours worked. CJ flags. Nothing left out.
Weekly Rhythm
Monday
Review last week's Frank summary. Pull open items forward. Set weekly IG content plan. Check all DocuSign statuses. Review any CJ promises from last week.Wed / Thu
Mid-week checkpoint. Billing anomalies? CJ chaos piling up? Site work. Client calls. Catch anything that slipped Monday–Tuesday. Update health scores.Friday
Weekly summary to Frank. Per client: IG, site, billing, calls, hours. CJ/Tam incidents. Open items forward. This is your receipt for the week.Task Queue
Every task logged. Every verbal request captured. Nothing disappears.
◈ If CJ says something verbally and it's not in here, it doesn't exist. Log everything the moment it's said.
Open Tasks
DocuSign audit — Dr. Lenny — confirm signed agreement on file
Client: Dr. Lenny · Assigned: Frank · URGENT
IG daily check — Dr. Lenny — did Tam post? Quality?
Client: Dr. Lenny · Recurring daily
drlenny.com — initial site audit (SEO, links, forms, content)
Client: Dr. Lenny · Week 1
Log Dr. Lenny contacts — who answers, direct lines, best reach time
Client: Dr. Lenny · Setup
Ask Frank: what did CJ promise Dr. Lenny before I started?
Internal · Critical gap — pre-existing promises unknown
Time Log
Every hour accounted for. Scope creep has nowhere to hide.
◈ When CJ adds work that wasn't in scope, your time log proves it. Frank sees exactly where your hours went each week.
This Week
Total logged this week
0h
Log your first time entry above.
By Client
This weekDr. Lenny0h
This weekInternal / Setup0h
Scenarios
Exactly what you do when things happen. Step by step.
01 — Instagram
Tam didn't post on Dr. Lenny's IG today
1.Check the account — no post by 9am. Confirm it's genuinely missing.
2.Instagram Log → Log Post → Client: Dr. Lenny, By: Tam, Status: Missed. Date + time noted.
3.CJ/Tam Log → Incident: "Tam missed Dr. Lenny post on [date]. Discovered [time]."
4.Decision: client-critical? Post something yourself → log as Tam Cover. Or leave it documented.
5.Daily report: "Dr. Lenny IG — Tam missed [date]. I covered it / left it noted." Frank sees the miss AND your response.
02 — CJ Verbal Direction
CJ tells you something verbally that contradicts Frank
1.Do not argue. Acknowledge CJ calmly.
2.Log it immediately in Call Log with the VERBAL flag: "CJ said [X] verbally at [time]. Contradicts Frank's direction to do [Y]."
3.Frank notification: "CJ gave verbal direction today that differs from your instruction. Flagging before I act. [Details]."
4.Wait for Frank to respond before changing course. Verbal CJ ≠ written Frank.
5.Document Frank's response and what you ultimately did. That's your paper trail.
03 — Billing
Client found with no DocuSign on file
1.Note client, active services, how long they've been a client.
2.Log in Billing: Client, Status: No DocuSign found, Services rendered, Discovery date.
3.Frank notification immediately: "No DocuSign found for [Client]. [Services] rendered without agreement. Awaiting direction."
4.Do NOT contact the client about billing yourself without Frank's direction. This is a CJ/Ann situation — Frank owns it.
5.Log Frank's response + what you executed. Close the loop.
04 — Client Call
Dr. Lenny's office calls with site changes + a new procedure page
1.Open Call Log during or immediately after. Log who, what, exact asks.
2.If they reference anything CJ "promised" — log it with the VERBAL CJ tag before doing anything.
3.Action items → tasks. "New procedure page" = WEB task. "Update phone" = WEB task. Log hours as you execute.
4.Frank notification: "Dr. Lenny requested [X]. Executing now. Will confirm tonight."
5.Make changes. Log completion. Frank gets close-out in daily report. Email log gets the confirmation.
05 — Tam Quality
Tam's post went up but it's substandard
1.Screenshot the post. Note specifically what's wrong — format, image quality, caption tone, missing hashtags.
2.IG Log: Posted By Tam, Status: Substandard, specific issues noted, "Evidence: screenshot on file."
3.CJ Log: "Tam — Dr. Lenny IG [date] — substandard. Issues: [list]. Screenshot noted."
4.Frank: "Today's Tam post flagged. Issues: [list]. Replace it or supplement with a Story?"
5.Wait for Frank. Execute. This builds the case for why you should own IG, not Tam.
06 — Scope Creep
CJ keeps piling on work that wasn't in your original scope
1.Time log every task. After a couple weeks you have hours-by-task data.
2.Compare to the service agreement for your own role — what were you contracted to do vs. what you're actually doing?
3.Weekly report to Frank includes your hours breakdown. "15 hrs this week: 8 on clients, 7 on CJ-assigned non-scope tasks."
4.Let Frank see the pattern. Don't editorialize — just show the data. Frank will draw the conclusion.
5.This is also your case for compensation review if scope grows without pay adjustment.
Content Calendar
All clients, all posts, all week — at a glance.
◈ This is your proactive view. You can see thin weeks before they happen, not after.
This Week — Post Status
Mon May 4Dr. Lenny — setup week, no post yet—PENDING
TodayDr. Lenny — check if Tam postedTamPENDING
Instagram Log
Every post. Every client. Every day. Evidence on file.
⚠ Hippo Medical's @PlasticSurgery has 333K+ followers and 50M impressions/month. Dr. Lenny is part of this network. Quality is the product.
Post History
TodayDr. Lenny
Account setup pending — handle TBD
TamPENDINGTam Backup Queue
Posts you have ready to push if Tam doesn't deliver. Proactive, not reactive.
◈ Every client should have at least 3 backup posts ready. When Tam misses, you don't scramble — you just push.
Ready to Push
No backup posts queued yet. Add content for Dr. Lenny to be ready for Tam misses.
Billing / DocuSign
Ann's era is over. Every agreement tracked with expiration dates.
🚨 Ann was not charging multiple clients for ~4 years. Every active client needs a valid DocuSign before services continue. No exceptions.
DocuSign Tracker
Dr. Lenny RoudnerExp: UnknownAUDIT NEEDED
Billing Protocol
1. Every client needs signed DocuSign on file
2. Log expiration dates — alert 30 days before
3. Services must not continue without agreement
4. Gap found → Frank notified immediately
5. Frank decides how to handle with client / CJ
6. All actions logged + confirmed
Service Agreements — Dr. Lenny
Instagram — Daily postingDailyNOT CONFIRMED
Website managementAs neededNOT CONFIRMED
SEO monitoringMonthlyNOT CONFIRMED
Social media strategyMonthlyNOT CONFIRMED
Call Log
Every call documented. Verbal CJ directions flagged separately.
⚠ If a client references something CJ promised before you started — flag it with the VERBAL CJ tag immediately. Do not execute without Frank's direction.
Example — Dr. Lenny OfficePending first call
All calls logged here with action items. Verbal CJ directions get a red flag. Everything flows to Frank.
Email Log
Every Frank notification and client email — sent, date, subject. The paper trail.
◈ Every "Send to Frank" click generates a record here. No more clicking an alert and it disappearing.
Email History
Email records will appear here as you send daily reports and Frank notifications.
Website Work
All site updates, audits, and improvements tracked here.
Active Sites
L
drlenny.com
Board-Certified Plastic Surgeon · Miami FL · 305-444-8585
Dr. Lenny — Site Tasks
Initial audit — SEO, broken links, contact forms, outdated content
Week 1 baseline
Verify all procedure pages are current and accurate
Content review
Check contact form + phone number accuracy
Conversion — patient inquiries
Frank Reports
Daily + Weekly. Frank is always informed. Nothing falls through.
Daily Report — Draft
Date: Thursday May 7, 2026
Tasks: [mark tasks done]
Hours: [log via Time Log]
Instagram: Dr. Lenny — daily check pending
Billing: DocuSign audit initiated for Dr. Lenny
Calls: None today
CJ/Tam: 2 prior flags on file
Notes: OMJCC v4 Day 1 — Lifeatory fork live, state persists across reloads, Frank report auto-aggregates from today's logs.
Tasks: [mark tasks done]
Hours: [log via Time Log]
Instagram: Dr. Lenny — daily check pending
Billing: DocuSign audit initiated for Dr. Lenny
Calls: None today
CJ/Tam: 2 prior flags on file
Notes: OMJCC v4 Day 1 — Lifeatory fork live, state persists across reloads, Frank report auto-aggregates from today's logs.
Sent Reports
No reports sent yet today.
CJ / Tam Log
The receipts. Timestamped. Typed. Frank sees all of it.
⚠ You're not here to get anyone fired. You're here to protect yourself, protect Frank's clients, and make sure nobody rewrites history later.
Incident Log
⚠
Ann (Office): Did not invoice multiple clients for ~4 years. Free services without Frank's knowledge.BILLING
Day 0⚠
Tam (IG): Daily posts substandard across clients. Not meeting brand standards.IG QUALITY
Day 0CJ Intel File
Know who you're working under. Know the patterns.
CJ
Christopher Jilly
Owner & CEO — Hippo Medical, Inc. · @MediaCEO · San Diego
TEDx Speaker3X Best-Selling Author
Named "Best" by Facebook@PlasticSurgery (333K+ followers)
50M Impressions/MonthAesthetic Surgery Journal cited
What He Does
Sales. Client acquisition. Public face. Attends PS conferences. Manages @PlasticSurgery. Has real industry credibility — cited in Aesthetic Surgery Journal 2018. Makes the promises.
The Pattern
Makes promises, sets directions, loses track of them. Lives in the sale, not the execution. The gap between what he says and what gets done — that's exactly where you live.
How to Handle
Respect the role. Document everything. Verbal CJ ≠ written Frank. When CJ redirects you — log it. When CJ promises a client something — log it. Never fight in the moment.
Background
Before Hippo: Manager at Einstein Industries ($3M quota, 300+ accounts). Founding partner at RMD Technologies (helped take it public). Real operator — chaotic internally.
Known CJ Pre-Existing Promises
🚨 CRITICAL GAP: You do not yet know what CJ promised Dr. Lenny or other clients before you started. These promises exist. Ask Frank before your first client interaction.
Dr. Leonard A. Roudner
drlenny.com · Miami Plastic Surgery · Active Client
L
Dr. Lenny Roudner
Board-Certified Plastic Surgeon · Miami, FL · Practicing since 1989 · Baptist + South Miami Hospital
Breast AugmentationLiposuctionTummy Tuck
Mommy MakeoverInjectablesCelebrity Clientele
22K+Surgeries
25+Yrs Experience
305-444-8585Phone
⚠DS Status
Services
◻ Website — drlenny.com
◻ Instagram — daily
◻ Billing / DocuSign
◻ Client calls
◻ SEO monitoring
Recognition
Miami New Times Best PS 2016
Best Boob Doctor 2011
Haute Living Magazine
Celebrity + model clientele
Key Details
22,000+ breast surgeries
Free consultations
Two Miami locations
BOTOX, Juvéderm, Restylane
Contact Directory
No contacts logged yet. Add who answers the phone, their direct line, email, and best time to reach them. This is the first thing you should know.
Pre-Existing CJ Promises
🚨 Unknown. Ask Frank what CJ told Dr. Lenny before you started. Until you know, assume promises exist.