Engagement month
Month 2
Active · on track
Reports delivered
2
Q1 + onboarding
Open items
3
1 requires review
Next delivery
Apr 1
Q2 roadmap
Engagement status Active
Q2 architecture roadmap
In progress · due Apr 1
Current
Q1 architecture report delivered
32-page structural analysis + roadmap
Mar 10, 2026
Retainer engagement started
Contract signed · scope confirmed
Feb 1, 2026
Open items 3 open
Access credentials needed
Vendor B — required for April audit
Reply →
📋
Q2 scope confirmation
Review and confirm April focus areas
Review →
📅
April check-in — schedule
Monthly strategy call · pick a slot
Schedule →
Q2 architecture roadmap — in progress
Vendor analysis + scaling recommendations · due Apr 1
Current · Mar 25, 2026
March check-in call completed
Architecture scope confirmed for Q2 · 45 minutes
Mar 25, 2026
Q1 architecture report delivered
32-page structural analysis, vendor audit, and 90-day roadmap
Mar 10, 2026
Systems audit completed
Full stack access · 3-day review · 8 bottlenecks identified
Feb 20–22, 2026
Onboarding report delivered
Baseline documentation + initial recommendations
Feb 10, 2026
Retainer contract signed
Architecture retainer · $5,000/mo · 3-month minimum
Feb 1, 2026
📄
Q1 architecture report
32 pages · structural analysis + 90-day roadmap · Mar 10, 2026
Download PDF →
📋
Onboarding baseline report
18 pages · initial stack assessment · Feb 10, 2026
Download PDF →
🔍
Vendor analysis · 8 tools reviewed
Cost benchmarking + migration risk matrix · Feb 22, 2026
Download PDF →
🗓
Q2 architecture roadmap
In progress · due Apr 1, 2026
In progress
InvoiceDescriptionAmountDateStatusAction
#0013Architecture retainer — March$5,000Mar 1, 2026
#0009Architecture retainer — February$5,000Feb 1, 2026
#0007Operational audit — onboarding$3,500Jan 25, 2026
JL
Morning Marcos — Q2 roadmap is underway. Need the Vendor B credentials by Friday to complete the stack analysis. Can you send those over here or via WhatsApp?
Today · 9:14 am
MR
Got it. I'll get those to you by Thursday morning. Also — can we add a section on API cost structure to the roadmap? That came up in a board meeting.
Today · 9:31 am
JL
Absolutely. I'll add an API cost analysis section — good call given what we found in Q1. Will flag it as a priority line item in the roadmap.
Today · 9:45 am