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%.
β’ Opus β Complex reasoning, important decisions
β’ Sonnet β Routine tasks, drafts, quick answers
β’ GPT-4 β Backup if Claude unavailable
People
Business partners, agents, and volunteers
Raymond Arce
Owner β’ 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 β’ Hygiene Haven
Brenda
Lead β’ Pierce County
Shannon Mattson
Lead β’ Olympia
Matt Kirk
Skoolie Foundation
Jennifer Wang
Skoolie Foundation
Diana Kennedy
Skoolie Foundation
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
- WhatsApp gateway flapping all morning (status 440) β Raymond repaired and re-linked
- March subscription review: $891/mo across 29 active subs
- Feb cleanup saved $954/mo ($11.4K/yr)
- Backfilled journal entries from Feb 23β28
- Social launch campaign for PromptPack + Roast starts today (24 posts, Mar 1β11)
- Built 3 PDF reports: 2025 Annual ($84.8K income / $42.5K net), 2026 YTD ($8.4K / $4.3K net), Lowe's debt payoff
- Reclassified insurance commissions in QuickBooks β proper income categorization
- Lowe's/Amex alert: $3,356 balance at 29.99% APR, 96% utilization, $248.58 min due 03/18
- Created 10-month payoff plan ($400/mo) β saves $5,654 in interest
- Built full CareCheck backend (Worker API + KV) β signup, login, care circles, check-ins, meds, tasks, appointments
- Built Financial Therapy app ecosystem β Budget Buddy, Debt Crusher, Savings Autopilot (all sharing user accounts)
- Fixed WhatsApp gateway flapping (440 conflict errors) β cleared creds, re-linked
- Created GHL email templates for CareCheck/FT welcome + cross-sell flows
- New Skoolie Foundation contacts: Matt Kirk, Jennifer Wang, Diana Kennedy
- Set up daily accountability system with revenue-focused morning briefs
- Created 24-post social campaign for PromptPack + Roast (Mar 1β11)
- Generated 6 AI marketing images (3 per product)
- First posts published to Facebook (BenefitIntel + iCoach pages)
- Set up Buffer scheduling for X, LinkedIn Personal, LinkedIn iCoach
- Started MediMatch β Medicare agent matching platform
- Roast webhook worker built for Stripe β GHL automation
- BenefitIntel fully deployed to Cloudflare with chatbot and lead capture
- GHL webhook worker live at bi-chatbot-webhook.raymondarce3.workers.dev
- All SMS/Twilio references removed β switched to email-only
- Standardized all sites to info@icoachsolutions.pro
- Gateway stability fix β added gateway.mode: "local" to openclaw.json
- Installed OpenClaw Chrome extension for browser automation
- Configured WSLβWindows port forwarding for relay connectivity
- Fixed duplicate gateway processes causing WhatsApp 440 conflicts
- GHL integration rebranding via API
- Rule established: DO NOT modify openclaw.json or gateway settings
- Built PromptPack: 50 AI prompts for small business ($27) β 6 categories + bonus meta-prompt
- Stripe product, payment link, and webhook all wired up
- Built Website Roast: brutally honest site reviews ($19)
- Both products deployed and ready for sales
- Identified 66 context compactions due to session memory search
- Disabled session transcript loading β 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
To-Do
To-Do
To-Do
To-Do
| Category | Services | Monthly | Allocation |
|---|---|---|---|
| π€ AI & Development | Claude Max, Marblism, ChatGPT, Twilio, Opus Clip | $299.16 | iCoach / BenefitIntel |
| πΌ Business Operations | ClearEstimates, MedicareBrokerDir, QuickBooks, Meta Verified | $198.99 | iCoach Solutions |
| π οΈ Productivity | Google Workspace, Adobe, DocHub, Canva, Microsoft 365, Zoom | $175.03 | All Businesses |
| π Hosting & Domains | Namecheap, Spaceship, Kubio Builder | $170.70 | All Businesses |
| π³ Other/Personal | Kikoff, Arlo, Disney+, iCloud, Google Drive | $81.72 | Personal |
| π Nonprofit | aBettrLife | $15.00 | Skoolie Foundation |
| Total Business Expenses | $953.60/mo | $11,443/yr | |
π 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 π³ | ai | $200.00 | $2,400.00 |
| MedicareBrokerDir π³ | business | $79.00 | $948.00 |
| Marblism π³ | ai | $39.00 | $468.00 |
| Kubio Builder π³ | 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 π± | 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 π± | business | $14.99 | $179.88 |
| Disney+ | media | $14.33 | $171.96 |
| Canva π± | productivity | $10.00 | $119.99 |
| iCloud Plus 2TB π± | storage | $9.99 | $119.88 |
| Microsoft 365 π± | productivity | $9.99 | $119.88 |
| Forms Google Pro π± | productivity | $7.99 | $95.88 |
| Zoom (Annual) | productivity | $14.16 | $169.90 |
| Zoom Scheduler | productivity | $5.99 | $71.88 |
| ChatGPT Plus π± | ai | $4.17 | $49.99 |
| Spaceship | hosting | $3.86 | $46.32 |
| Google Drive 100GB π± | storage | $1.99 | $23.88 |
| Total (27 active) Β· π³ Lowe's Β· π± 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 π³ | $20.00 | $240.00 |
| Audible π³ | $16.49 | $197.88 |
| Rocket Money | $11.03 | $132.36 |
| Total Saved (17 cancelled) | $814.57/mo | $9,775/yr |