Action Items — Poolside Agency

01 Your list, Johnny

Check it off as you go.

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Watch a couple of intro videos on Claude skills + agents Ten minutes of orientation makes the rest click. Get comfortable in the terminal.
Create a free GitHub account This is where your images and video will live, so they stop bloating Squarespace. We will walk you through it.
Finish the installs we started — GitHub CLI + the Canva MCP Authorize with the info@poolsidela.com account, and keep that browser tab logged in while you do it.
Stop sharing one Claude login across the team A shared login burns through usage fast and is a security risk. Each person gets their own.
Start using WhisperFlow for dictation You already bought it. Talk instead of type, on the phone and the laptop.

Answer the discovery grill (about 70 questions) This is the big one. Once the AI knows Poolside, every task gets faster and sounds like you.
Do the values grill Pins down what you care about and how you sound, so the work stays on brand without you in the loop.
Record your client meetings and calls Put calls on speaker and record them. They turn into notes and to-dos automatically, and they feed the brain.

Install the schema we wrote into Squarespace Settings → Advanced → Code Injection → Header. Then swap the tokens: logo, hero image, and geocoordinates.
Standardize on one email address everywhere A few different addresses are floating around. Pick one and make every site and listing match.
Confirm the 404 page is fixed A broken not-found page quietly costs you visitors and trust.
Swap the hero video from MP4 to WebP Much lighter, so the page loads faster on a phone.
Turn off the AI-crawler lock and add the robots.txt This is where the SEO/AEO gains come from. In testing it moved traffic hard in a single day.
Send Jason the AudioEye lawsuit document It trains the ADA-compliance agent on the real specifics, so your sites are protected.

Confirm David as a co-decision-maker, and send his last name + contact So we loop him in on scope and spend, especially the high-level campaign side he wants room for.
Confirm the 2–3 year goal so we build toward it Where you and David want to land shapes what we automate first.
Decide the web direction: stay on Squarespace, or move toward Webflow Best decided after a hands-on edit test. Squarespace works now; Webflow gives true edit-by-prompt later.
Name the first video target: soccer highlights, or daily social Tells us which auto-cut to build first.

02 What we decided together

You are running Claude Code yourself. This is teach-to-fish, not only done-for-you.
Every client-facing piece runs through the humanizer before it ships.
Opus for the heavy builds (websites). Sonnet for lighter, quick work.
Squarespace now, with code injection where you already work. Webflow is the better option when you want true edit-by-prompt.
Canva for volume and team access. Figma for the higher-craft pieces.

03 On us

So you can see we are accountable too.

Done Send you these notes + action items
In progress Hand over the three skills: humanizer, SEO/AEO, meeting-loop (install + schema)
In progress Help you stand up the Poolside second brain (folders + the grills)
In progress Send the design-principles doc for Canva and Figma
In progress Scope an auto-cut tool (files in → branded cuts out)

04 From our end

Take a single site or menu all the way through — build, humanize, audit, publish — so the team feels one complete win before you layer on more.

It is the thing that makes everything else faster and on brand. Do the grills once and it pays off on every job after.

It is your most painful, most repeated job. Turning a 4–5 hour Canva build into a fill-in is the most visible proof of value for your team.

SEO/AEO and ADA together — get found by AI and do not get sued — is an easy upsell across your retainer clients, and it runs without you.

You field calls all day. Recording them is the smallest change with the biggest payoff this week.