Michael
e1f364f010
Pick up and finish yesterday's cut-off Tier B pass. - build/: PyInstaller scaffold (datatools.spec + launcher.py + hook-streamlit.py + README) — folder-mode bundle, locked 127.0.0.1, per-OS recipe - marketing/COPY.md: single source of truth for every customer-facing string — landing H1/sub/CTAs, demo CTAs, email subjects, Gumroad listing, banned phrases - marketing/community-posts/: 9 drafts (3 posts × 3 niches: bookkeeper, revops, shopify-pet) — story / tip / soft-offer - marketing/emails/: 18 drafts (Gumroad delivery + 5-touch onboarding × 3 niches), per-niche segmentation guidance - docs/NEXT-STEPS.md: flip 2.2 / 2.4 / 3.1 / 3.4 to done with pointers to the new assets; add Phase 0 inventory rows - .gitignore: narrow `build/` ignore so PyInstaller spec + launcher + hooks get tracked, only generated artifacts (build/build/, build/__pycache__/, build/dist/) stay ignored Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
33 lines
1.7 KiB
Markdown
33 lines
1.7 KiB
Markdown
# Bookkeeper · Day 7 — One pipeline, every client, every month
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**Subject:** One pipeline, every client, every month
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**Send:** Day 7
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**Goal:** reframe from one-off tool to monthly workflow
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---
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Hi {{first_name}},
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A week in. By now you've probably run DataTools on 1-2 client exports and confirmed it does what the landing page promised.
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The thing buyers tell me they wish they'd done from day one: **set it up as a workflow, not a one-off.**
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The pattern that works:
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**1. Make a folder per client.** Inside each client folder, a subfolder per month: `Acme Co/2026-05/`. Drop the raw export here.
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**2. Save your DataTools settings as a per-client preset.** The "Save settings" button in the analyzer drops a `.datatools-preset.json` file. Stash that in the client folder. Next month, load the preset and the analyzer pre-configures with the rules you tuned for that client (e.g., your "Amazon Marketplace" canonical name, your client's specific merchant aliases).
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**3. Run the pipeline. Get three files back:** the cleaned CSV, the audit CSV, the gate report. Move them into `Acme Co/2026-05/cleaned/`.
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**4. Import the cleaned CSV to QuickBooks. Email the audit CSV to the client.**
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Total elapsed time per client per month, after the first: 3-5 minutes. The first month per client is longer (~15 min) because you're tuning the preset.
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The buyers who do this are the ones still emailing me 3 months later — usually with feature requests for the next client they want to onboard. The buyers who only ever run it ad-hoc tend to drift back to spreadsheets within 2 months.
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If you want, reply with a sanitized export and I'll show you what your starting preset should look like — happy to do this for the first 50 buyers.
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— Michael
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{{support_email}}
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