SHEP Folder

Corporate


PRIORITY LIST

- [ ] Deal with Foreign Corp Cert
  - [ ] Register SHEP Assumed Name IN NY (DBA)
  - [ ] Register for NY Sales Tax Permit
- [ ] Comply with Autorenewal and Easy Cancellation

**Governance**

- [ ] Talk with Harvey about the board action that gives Will and me our 25 and 75 up front.

**BARPREP**

- [ ] Generate more questions for SHEP Bar Prep
- [ ] Lock down user flow. Make sure everything works. 
- [ ] Polish up the UI of the bar prep app, putting things on trays.
- [ ]  add terms of service to the Bar Prep app. 
**MARKETING**

  - [ ] Build list of law school admins.
  - [ ] Choose a CMS or email campaign tool.
**SALES**

- [ ]   1. Sign up for Instantly Growth
- [ ]   2. Generate a Fastmail app password for sanoj@shepbarprep.com (Settings → Privacy & Security
- [ ]    → App Passwords)
- [ ]   3. Connect the inbox in Instantly using SMTP: smtp.fastmail.com, port 465, SSL, that app
- [ ]   password
- [ ]   4. Turn on warmup for the address immediately — even 3-4 days helps
- [ ]   5. Import your school contact list as CSV
- [ ]   6. Build the 3-step sequence with {{school_name}} and {{contact_name}} variables
- [ ]   7. Set send window to business hours, 30–40 emails/day max

**FINANCE**

- [ ] Pay and Cancel Greptile

**ADMIN**

- [ ] Organize SHEP Folder

**LOCAL MODELS**

**  - Goose default (GPT-OSS — fast, has tools):**

**  goose session**

**  - Goose with Qwen 3 (smarter but slow, use for complex questions):**

**  GOOSE_MODEL=qwen3:30b-a3b goose session**

**  - Goose with Qwen 3 no-think (faster, still has tools):**

**  GOOSE_MODEL=qwen3-fast goose session**

**  - Goose with Gemma (writing/chat, no tools):**

**  GOOSE_MODEL=gemma4:26b goose session**