Control Tower
II.Client · engagement
Volare Counseling
The full engagement picture — portal, meetings, open work, contacts, and one-click actions, pulled live from Convex, your memory graph, the vault, and Linear.
Convex EPPP · liveClient Portal (PPP)
Volare Counseling's live Progress Portal — the client-facing dashboard with deliverables, changelog, and action items.
portal.aiacrobatics.com/volare-counseling12
Open issues
17
Completed
2
Engagements
1
Contacts
Quick actions
Create work or prepare client comms. Client-facing messages are drafted and held for your approval — nothing goes out until you approve it.
Buttons marked draft queue a message for your approval — nothing is sent to the client until you click Approve & Sendbelow. Create task & Schedule act immediately (internal).
Drafts awaiting your approval
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Meeting notes & transcripts
Recent Fireflies → Obsidian meeting notes for Volare Counseling. Expand a note to read it; tap Transcript for the full Fireflies recording.
Reading meeting notes…
Open tasks & goals
Linear · live
AI-11120Volare: verify upcoming webinar schedule and Zoom linksTodoAI-11105Volare: verify/send Ready To Launch workbook to all registered attendeesIn ProgressAI-11114Volare: validate Tina bug-fix document items with proof matrixTodoAI-10718Volare: fix GHL email sender + domain auth (to re-enable GHL-primary messaging)TodoAI-10929Volare: resolve missing Melissa Gutierrez clinician profileTriageAI-10577Volare: set up 4/8 group therapy and 3/6/9/12 coaching payment offersTriageAI-10596Verify and finalize Stripe->membership payment routing + GHL email automation (membership & webinar)TriageAI-10598Compile pending-tasks checklist from Andrea sync and send to Andrea for feedbackTriageAI-10579Volare: ship branded Supabase password reset through verified senderTriageAI-10582Volare: update PPP with June 7 client-plan evidence and blockersTriageAI-10578Volare: plan membership social wall/community app phaseTriageAI-5715Build Membership, Community Social Wall, and Subscription PlatformTodo
Key contacts
Andrea Cruz
andrea.cruzzer@gmail.com · +15622251786
Andrea Cruz
Licensed Marriage and Family Therapist (LMFT)
Engagements & projects
Volare Counselingbacklog
volare-counseling-portal
Recent decisions & discoveries
Volare phased budget(2026-03-28)
Volare practitioner onboarding pipeline(2026-04-02)
Volare webinar first(2026-04-02)
Volare ghl live bootstrap(2026-05-19)
Portal Role Dashboards
Webinar Lead Generation Pipeline
Email Automation Stack
Volare Portal Architecture
Practitioner Onboarding Flow
Webinar Monetization Strategy
Volare Platform Strategy & Research
Andrea Cruz Client Onboarding & Training
Recently shipped
AI-11106Volare: fix clinician availability save and public booking sync proofDoneAI-11107Volare: preserve group descriptor formatting and co-facilitator proofDoneAI-11118Volare: reconcile missing Google contacts into GHLDoneAI-11117Volare: clean up GHL test contacts safelyDoneAI-11116Volare: create workbook delivery email mockup and schedule strategyDoneAI-11115Volare: run full UI/UX button and workflow validation across rolesDoneAI-11108Volare: give Andrea a verified GHL email-send walkthrough for webinar campaignsDoneAI-11104Volare: ship membership social page access path and MVP community surfaceDoneAI-11021Volare: unblock Andrea's GHL all-contacts email sendDoneAI-11022Volare: update clinician profile/back-office training outline for upcoming clinician trainingsDoneAI-11020Volare: show created group cohorts on group page and co-facilitator profilesDoneAI-10928Volare: Daniel webinar lead generation and web scraping executionDone