Dashboard
Welcome back, Raymond
Usage & Costs
Daily and weekly API spending breakdown
| Date | Requests | Input Tokens | Output Tokens | Cost |
|---|
AI Agents
Your multi-model AI team
Claude Opus 4.5
Primary reasoning & complex tasks
GPT-4 / Codex
Coding & technical tasks
Gemini Pro
Web search & research
Grok
Social media & X search
Recommendation: Use Claude Sonnet 4 for routine tasks to reduce costs by 80%.
โข Opus โ Complex reasoning, important decisions
โข Sonnet โ Routine tasks, drafts, quick answers
โข GPT-4 โ Backup if Claude unavailable
People
Business partners, agents, and volunteers
Raymond Arce
Owner โข iCoach Solutions
Brandon Simmons
brandon@skooliefoundation.com
Demi Rothengass
demi@skooliefoundation.com
Marcos Diaz
marcos@skooliefoundation.com
Sharon Arce
sharon.arce3@gmail.com
Edie Lizee
Lead โข Hygiene Haven
Brenda
Lead โข Pierce County
Shannon Mattson
Lead โข Olympia
Schedule
Calendar and upcoming events
| Event | Day | Time | Type |
|---|---|---|---|
| Financial Zoom Event | Wednesday | 5:00 PM | Webinar |
| Maximus Training | Wednesday | TBD | Training |
| Lunch & Learn | Weekly | TBD | Outreach |
Journal
Daily work logs and updates
- Identified 66 context compactions due to session memory search
- Disabled session transcript loading โ kept memory file search
- Context usage dropped from 100% to 14%
- Built CoachOPS Dashboard v4 with real usage tracking
- Set up BenefitIntel custom fields in GHL
- Built demo request follow-up workflow
- Added SMS consent to BenefitIntel screen page
- Created content calendar for iCoach Week 1
- Restored OpenClaw after WSL crash
- Set up Telegram & WhatsApp integration
- Built geofencing volunteer check-in system
- Deployed to Cloudflare (skoolie-checkin.pages.dev)
Operations
Business dashboards and KPIs
To-Do
To-Do
To-Do
To-Do
| Category | Services | Monthly | Allocation |
|---|---|---|---|
| ๐ค AI & Development | Claude Max, Marblism, ChatGPT, Twilio, Opus Clip | $299.16 | iCoach / BenefitIntel |
| ๐ผ Business Operations | ClearEstimates, MedicareBrokerDir, QuickBooks, Meta Verified | $198.99 | iCoach Solutions |
| ๐ ๏ธ Productivity | Google Workspace, Adobe, DocHub, Canva, Microsoft 365, Zoom | $175.03 | All Businesses |
| ๐ Hosting & Domains | Namecheap, Spaceship, Kubio Builder | $170.70 | All Businesses |
| ๐ณ Other/Personal | Kikoff, Arlo, Disney+, iCloud, Google Drive | $81.72 | Personal |
| ๐ Nonprofit | aBettrLife | $15.00 | Skoolie Foundation |
| Total Business Expenses | $953.60/mo | $11,443/yr | |
๐ Annual Business Expenses (Non-Recurring)
| Expense | Amount | Due Month | Category |
|---|---|---|---|
| Calsurance E&O Insurance | $439.00 | September | Insurance |
| WA Secretary of State | $300.00 | September | Government/LLC |
| Propeller Surety Bond | $270.00 | December | Insurance |
| Simply Business Insurance | $206.00 | September | Insurance |
| WA State DOL/DMV | $200.25 | April/October | Government |
| Zoom Annual | $169.90 | September | Software |
| NIPR Insurance Licensing | $155.60 | March | Licensing |
| AHIP Training/Certification | $137.88 | February | Training |
| Kubio Builder | $131.00 | February | Software |
| Canva Pro | $119.99 | July | Software |
| WA Insurance Commission | $75.00 | September | Licensing |
| ChatGPT Plus | $49.99 | Varies | Software |
| AARP Membership | $20.00 | December | Membership |
| Total Annual Expenses | $2,274.61 | ~$189.55/month amortized | |
Suggested Allocation by Entity
Subscriptions
Monthly recurring charges
| Service | Category | Monthly | Annual |
|---|---|---|---|
| Claude.AI Max ๐ณ | ai | $200.00 | $2,400.00 |
| MedicareBrokerDir ๐ณ | business | $79.00 | $948.00 |
| Marblism ๐ณ | ai | $39.00 | $468.00 |
| Kubio Builder ๐ณ | productivity | $10.92 | $131.00 |
| Namecheap (Domains) | hosting | $155.92 | $1,871.04 |
| ClearEstimates | productivity | $79.00 | $948.00 |
| Google Workspace (3) | productivity | $56.92 | $683.04 |
| Twilio | ai | $50.00 | $600.00 |
| Kikoff | finance | $35.00 | $420.00 |
| Opus Clip | ai | $31.99 | $383.88 |
| QuickBooks SE ๐ฑ | business | $25.00 | $300.00 |
| Adobe | productivity | $22.05 | $264.60 |
| Google One | productivity | $22.05 | $264.60 |
| Arlo | security | $22.05 | $264.60 |
| DocHub | productivity | $17.65 | $211.80 |
| aBettrLife | business | $15.00 | $180.00 |
| Meta Verified ๐ฑ | business | $14.99 | $179.88 |
| Disney+ | media | $14.33 | $171.96 |
| Canva ๐ฑ | productivity | $10.00 | $119.99 |
| iCloud Plus 2TB ๐ฑ | storage | $9.99 | $119.88 |
| Microsoft 365 ๐ฑ | productivity | $9.99 | $119.88 |
| Forms Google Pro ๐ฑ | productivity | $7.99 | $95.88 |
| Zoom (Annual) | productivity | $14.16 | $169.90 |
| Zoom Scheduler | productivity | $5.99 | $71.88 |
| ChatGPT Plus ๐ฑ | ai | $4.17 | $49.99 |
| Spaceship | hosting | $3.86 | $46.32 |
| Google Drive 100GB ๐ฑ | storage | $1.99 | $23.88 |
| Total (27 active) ยท ๐ณ Lowe's ยท ๐ฑ Phone | $953.60 | $11,443 | |
| Service | Was Paying | Annual Saved |
|---|---|---|
| LifeWave Autoship (paused) | $194.14 | $2,329.68 |
| Basecamp | $115.82 | $1,389.84 |
| Designrr | $97.00 | $1,164.00 |
| Skool | $66.00 | $792.00 |
| Alignable | $54.05 | $648.60 |
| Nonprofit Leadership | $47.00 | $564.00 |
| AICE CRM | $29.99 | $359.88 |
| HeyGen | $29.00 | $348.00 |
| Stan Store | $29.00 | $348.00 |
| Ubersuggest | $29.00 | $348.00 |
| Replit | $27.58 | $330.96 |
| N8N | $26.47 | $317.64 |
| Claude.AI Personal (upgraded) | $22.00 | $264.00 |
| Base44 ๐ณ | $20.00 | $240.00 |
| Audible ๐ณ | $16.49 | $197.88 |
| Rocket Money | $11.03 | $132.36 |
| Total Saved (17 cancelled) | $814.57/mo | $9,775/yr |