20+
Systems & Projects
729
Solution Packets
3
Layers
1
Active Clients
Status Legend
Active Using it regularly, it works
Evolving Actively iterating, not stabilized
Complete Could hand to someone else and they could run it
Needs Work Has known issues blocking you
Evolving Actively iterating, not stabilized
Complete Could hand to someone else and they could run it
Needs Work Has known issues blocking you
Document Visibility
Advisor Only Constraint Priority Matrix · Project Plan · Engagement SOP · Client Reference Data · Build Agent · Solution Library
Shared in Session Client Master Plan (shown, not handed over)
Client Receives Client Blueprint · Proposals · Recaps · Roadmap (future)
Team-Facing SOPs · Templates · Tools (their branding, they own it)
Shared in Session Client Master Plan (shown, not handed over)
Client Receives Client Blueprint · Proposals · Recaps · Roadmap (future)
Team-Facing SOPs · Templates · Tools (their branding, they own it)
Client Delivery Systems
Constraint Identifier
Client-facing. Custom GPT per client. Client records audio weekly, runs it, gets constraint brief, sends to Kathryn. Customized per client — already knows their goals.
Current Version Location
✎ Click to add location
Relay Agent
Fully automated. Otter transcript → date-stamp → Google Drive folder → Relay → recap email (your voice) + JSON file for matrix.
Current Version Location
✎ Click to add location
Constraint Priority Matrix
Core diagnostic. Brief + transcript + JSON + GPS → prioritized constraints with dependencies, tiers, pattern flags. Advisor only.
Current Version Location
✎ Click to add location
Client Delivery System
Handles master plan, project plan, blueprint. Processing rules by input type, lifecycle management, 8-step deployment. Instructions trying to do too much — needs restructuring. Still uses "synergy" instead of "Solve Together."
Current Version Location
✎ Click to add location
Build Agent / Deployment System
Builds full deployment for a constraint solve — SOPs, templates, tools, workflows. Production engine, separate from strategic documents.
Current Version Location
✎ Click to add location
Client Brand Kit (Mini)
Maintained advisor-side per client. Colors, fonts, terminology. All client-facing deliverables use their branding.
Current Version Location
✎ Click to add location
Client Reference Data
All client-specific facts: team, positions, tools, proper nouns. Source of truth — documents pull from here, never transcripts.
Current Version Location
✎ Click to add location
SOP Production
SOPs per constraint. General template exists, not agnostic yet. Crulliance-specific skills built. Gap: need agnostic version.
Current Version Location
✎ Click to add location
Website Evaluation Tool
Chained agent workflow you own. Evaluates → recommends → prioritizes fixes with Claude. Entry point for authority website work.
Current Version Location
✎ Click to add location
My Business Systems
Top of Funnel — Campaign Production
Full weekly campaign pipeline: (1) Idea extraction from client work (2) Thought leadership piece — interactive HTML/React (3) 2 micro-tools (4) Social content (5) DMs for Lead Shark delivery (6) Email to list (7) Briefing video, time-gated (8) Fallback after expiry (9) Evergreen mini-site version. One campaign per week with specific sales goal.
Current Version Location
✎ Click to add location
Micro-Tool Build Process
6-step process, ~80-95 min/tool. Formats: calculator, revelation tool, diagnostic, comparison, swipe file. Has micro-tool-build-process.md + revelation-tool-SKILL.md + working examples.
Current Version Location
✎ Click to add location
Proposal System
Creates custom proposals for prospects and existing clients. Matrix + transcript + JSON + advisor knowledge → branded proposal. Client receives.
Current Version Location
✎ Click to add location
Case Study / Proof Engine
Complete: interview protocol → extraction template → agent (V1+V2+delivery) → QC. 11 files. Rob Foncannon golden examples. Also a $497 offer. Deployable today.
Current Version Location
✎ Click to add location
Front Offer Page Builder
Builds front offer pages. Own business + client delivery (e.g., Linda $2,500 service sprint).
Current Version Location
✎ Click to add location
Authority Website System
Full design system for client authority websites. Evaluation → rebuild. Connects to Website Evaluation Tool. Also built Advisory OS website.
Current Version Location
✎ Click to add location
Advisory OS Design System
Full brand: Gold #b79d64 · Charcoal #1a1a1a · Cream #f5f4f0 · Cormorant Garamond + Inter + JetBrains Mono. Voice, visual language, everything.
Current Version Location
✎ Click to add location
Pipeline & Automation
Lead Shark — LinkedIn Automation
Monitors hand-raiser posts for keyword comments. First-degree: auto-DM deliverable. Non-connections: reply → route to GetSales. Set up per post ~2x/week.
Current Version Location
✎ Click to add location
GetSales — Contact Verification
Receives non-connections from Lead Shark. Verifies, checks email, moves to email marketing. Also follow-up DMs for non-responders. Low volume.
Current Version Location
✎ Click to add location
Email Marketing System
~280 subscribers (needs cleanup — GetSales-enriched inactive contacts hurting deliverability). Weekly email: thought leadership + tools + briefing invite.
Current Version Location
✎ Click to add location
Internal Tools
Cadence
Self-hosted project management. 6-week cycles, 2-week sprints. Can manage client delivery (builds as sprints). Not white-labeled.
Current Version Location
✎ Click to add location
Rapport
Self-hosted CRM for prospects. Internal only.
Current Version Location
✎ Click to add location
Solution Library
Pre-Built Solution Packets
729 white-labeled packets. Six-piece anatomy each: START-HERE, process-agent, process-consultant, context, golden example, QC checklist. Pull → adapt → deploy.
Current Version Location
✎ Click to add location
Custom: Accounting Manager OS
First custom solution. From Ruben/Crulliance. Packages after Feb + March live closes. Reusable for any firm adding a manager layer.
Current Version Location
✎ Click to add location
Active Client: Ruben Cruz / Crulliance
Company: Crulliance
Engagement: $1,500/mo · 6-month · signed Feb 9
Active: Accounting Manager OS (C1+C2)
Next: C3+C4 (Solve Together) · C5 (Founder Snapshot)
Engagement: $1,500/mo · 6-month · signed Feb 9
Active: Accounting Manager OS (C1+C2)
Next: C3+C4 (Solve Together) · C5 (Founder Snapshot)
Goals: 40 new clients · 100%/95% retention
Exit: Sell firm 1-3 years
Team: ~10
Tools: Financial Cents · QBO · Liscio · Google Sheets
First test: February close (starts March 1)
Exit: Sell firm 1-3 years
Team: ~10
Tools: Financial Cents · QBO · Liscio · Google Sheets
First test: February close (starts March 1)
Client Master Plan
client-master-plan-ruben-cruz.html — Updated Feb 13 (15 passes). GPS, themes, constraints, conversations, team. Shown in sessions, not handed over.
Current Version Location
✎ Click to add location
Project Plan — Acctg Mgr OS
ruben-project-plan-accounting-mgr-os-feb-2026.html — Matrix banner, GPS, 5 builds, stakeholders, coaching notes. Client never sees.
Current Version Location
✎ Click to add location
Client Blueprint — Acctg Mgr OS
ruben-blueprint-accounting-mgr-os-feb-2026.html — Builds, timeline, outcomes. No diagnostic language.
Current Version Location
✎ Click to add location
SOP — Month-End Close V3
ruben-sop-month-end-close-v3-feb-2026.html — 15 steps, three-phase continuous cycle. Pooja's guide. First live test = February close.
Current Version Location
✎ Click to add location
Engagement SOP
kathryn-sop-advisory-os-engagement-ruben-feb-2026.html — CORRECTION NEEDED: Pooja check-ins are Thursday not Wednesday.
Current Version Location
✎ Click to add location
Skills
crulliance-brand/ — brand, terminology, quote handling
crulliance-sop/ — SOP production + golden example
crulliance-project-plan/ — project plan + golden example
crulliance-blueprint/ — blueprint + golden example
crulliance-master-plan/ — master plan processing + golden example
crulliance-sop/ — SOP production + golden example
crulliance-project-plan/ — project plan + golden example
crulliance-blueprint/ — blueprint + golden example
crulliance-master-plan/ — master plan processing + golden example
Team
Pooja Garg — Accounting Manager (IST). First close hasn't happened.
Ruben Cruz & Kevin Garcia — CPA Advisors
Sarah — Bookkeeper (20-25) · Anas — Bookkeeper (20-25)
Jheanifer — Onboarding (24hr/wk) · Patty — Bookkeeper (2-3)
Sariah — CSC only · Krisha — EA
Ashwin — Tax · Nick — BD/Sales
Ruben Cruz & Kevin Garcia — CPA Advisors
Sarah — Bookkeeper (20-25) · Anas — Bookkeeper (20-25)
Jheanifer — Onboarding (24hr/wk) · Patty — Bookkeeper (2-3)
Sariah — CSC only · Krisha — EA
Ashwin — Tax · Nick — BD/Sales