Each dot = one seat. Position = how strategic it is (vertical) × how much time it consumes (horizontal). Color = which business it sits in. Click any dot to open that seat's detail.
How to read this: Top-right (🔥 Big Bets) = high-importance seats that demand the most time. These are where the firm wins or loses. Top-left (⚡ Quick Wins) = strategic but doesn't eat the calendar. Bottom-right (⏳ Drain) = candidates for delegation or AI absorption. Bottom-left (🛡️ Necessary) = required but not differentiating — keep cheap.
HR and Customer Care hires no longer planned — work is absorbed by Jove (HR sourcing) and Hussain + Jove (call center).
Built on: GoHighLevel · Zapier · OpenAI Assistants API · dashboard.gammaincome.com · Supabase · LangFuse. Automations Tracker
| Layer | Tool | Use | Owner |
|---|---|---|---|
| CRM / hub | GoHighLevel | Deal CRM · LP nurture · tenant lead capture · drip · auto-respond · renewals | Hussain (auto) · Jove (ops) |
| Project mgmt | ClickUp | All L10s · per-property playbooks · prelaunch checklists · construction Gantts · automations queue | Jove |
| Field comms | Subcontractor coordination · site photo updates | Kevin · Pat | |
| PMS | Storedge · Sitelink | Property management systems per site | Jove (Friday export) |
| Automation | Zapier · OpenAI Assistants API | 4 live Zaps · agent stack | Hussain |
| Data store | Supabase | Agent state · vendor scores · EOM report drafts | Hussain |
| LLM monitoring | LangFuse | Trace LLM calls · confidence gating · fallback | Hussain |
| Dashboards | dashboard.gammaincome.com · dailysale.vercel.app | LP-facing monthly · team daily sales KPI | Hussain |
| Sites | Lovable (rethink-selfstorage.net) · gammaincome.com | Per-site marketing + corporate portal | Hussain · future Digital Mktg hire |
| Decks | Canva | Fund 2 Flipbook (70pp) · Private Credit · NIL · AI Agency | Pat · Kayla |
| Idea | Status | Owner(s) | Headline |
|---|---|---|---|
| Gamma Income Private Credit Fund | On Ice · Deck Built | Pat | $5M target · 8–11% annual · 2nd lien on storage conversions · Charlotte/Raleigh/Greenville MSAs |
| Affordable AI Agents by Gamma | On Ice · Deck Built | Hussain (Technical Lead) · Pat | 4-tier service model · SMB AI consulting · Rethink internal builds = live case studies |
| NIL LLC — SponsorStarter.com | Active Build (Lovable) | Pat · Hussain · Kayla | Crowdfunded NIL sponsorships for transfer-portal D1 basketball players, Siena pilot → 361 schools TAM |
| Category | Key documents |
|---|---|
| Operations / PM | Gamma Property Details · EOM Report (USE ME) · Marketing Strategies SOP · Tenant Rental Agreement · Rethink Directory (BOTG) |
| Finance / Accounting | 2024 Bookkeeping (USE ME) · SCORECARD · Schedule of RE Owned · Daily Sales KPI · LP Investor Dashboard |
| Investor / Fund | PPM — Rethink Fund · Fund 2 Flipbook (70pp) · Fund 2 Partner Schedule · Monthly Update Template |
| Marketing / Brand | Gamma Marketing Strategy · Digital Marketing Plan · SEO Audit · Brand Guidelines |
| Legal | RMCM Engagement Agreement · Rock Hill Rezoning |
| Tech / Automation | Automations Tracker · Design Documentation · Account Setup |
| ClickUp anchors | Workspace · Weekly L10s: Jove · Kayla · Hussain · Rethink Self Storage space · Automations Priority List (Hussain L10) · VTO doc |
| Name | Was listed as | Replacement |
|---|---|---|
| Arthur Wandzel | SFAI · Fund accounting | Robert Bianchi (F1) + Kiyoshi Simon (F2) |
| Mary | Bookkeeping + social | Jove (in-house books) + Digital Mktg HIRE |
| Cody B | Debt / refi | Will Vasquez |
| Frank D | Debt broker | Will Vasquez |
| Steve Slanwinski | Legal — Gamma | UNKNOWN — need replacement |
| Luca / Ara | Legal — Rethink | UNKNOWN — need replacement |
| Nico | Website & funnels | Digital Mktg HIRE |
| Gabe / Wing | Digital marketing | Digital Mktg HIRE |
| Casey | Deal manager | Pat + Andrew + Jaben |
| James M | Property Management | Kevin Leebrick alone |
| Den Ionie Embalzado | Operations (role TBC) | — |
| Natália Guimarães Nogueira | Reporting | — |
| Roofy Rauf | Team Member (role TBC) | — |
| Date | Version | Change |
|---|---|---|
| 2026-05-30 | v2.5 (this file) |
Major detail + interactivity pass after reading the SCORECARD sheet + Business Map Workflow.
· Read the Business Map Workflow (gamma_map_v2.html) end-to-end — 12 tabs (Deal Acquisition · Construction · Asset Mgmt · Investor/LP · Tenant Pipeline · Team & Roles · Portfolio · AI: Vendor Mgmt · AI: EOM Report · Automations · Future Ideas · Documents). Quick Links updated to link directly to it. Two AI workflows in particular (Vendor Mgmt + EOM Report) had complete pipeline diagrams I pulled into agent popups. · Clickable AI agents (Option A) — every inline Live / Building / Planned tag now opens a dedicated agent popup with: what it does · how it's built · why it matters · ROI estimate. Hussain's mega-popup stays as the architecture overview; individual agents are the implementation detail. · 20+ individual agent popups built: Vanliner Monitor · Context Sync · Dashboard · Zapier Suite · Construction Intake · Marketing Auto · LP Proof Dashboard · Storedge Scraper · LP Tiering · Collections · Monthly LP Update Generator (full EOM Pipeline) · Deal Sourcing Monitor · Underwriting Agent · Vendor Scoring (full Pipeline) · Bank Recon · K-1 Distribution · Review Response · Renewal Sequences · Accreditation Verify · Cross-Posting · NIL Deliverable Tracker · AI Agency. · Two new agents added per Pat: (1) Call Summary → ClickUp Memory Agent — listens to calls, structured summaries, feeds ClickUp + L10 prep. Builds on existing Zoom Zap. (2) LinkedIn Engagement (Kayla) — already in flight; Jove building; Hussain on webhooks. · Wave 5 deferred — per Pat: the esoteric advanced agents are too hard right now. Sticking with the existing 4 waves. · Seat priority badges — added emoji classification to the 9 most important seats: 🔥 Critical · 💰 High ROI · 🎯 Strategic · ⏳ Time Sink · 🛡️ Necessary. More to follow. · NEW Section 1.5 · Seat Heat Map — strategic importance × time demand matrix with 25+ seats plotted as clickable dots. Includes Pat's caveat that his weeks are bursty/variable, so the time axis is interpreted as "typical hours/month when in active mode." · Kayla seat rebuilt from her actual KAYLA1 scorecard: real KPI targets (500 LH actions/wk · ≥50% acceptance · 20 msg responses · ≥2 meetings · 1 investor/mo · 20 Golden comments), real weekly schedule (Mon-Fri specific tasks), and live link to her scorecard. · Section structure clarified — earlier I had used inline sub-headers (Core Function · Strategic · Operational · Coordination · Cadence) inside bullet lists. Pat didn't recognize that framing. Going forward I'm using clearer plain-English structure per popup. |
| 2026-05-29 | v2.4 |
Department rename + construction consolidation per Pat.
· Gamma "Sales & Marketing" renamed to "Sales & Branding". Two brand identities live inside: Pat's Personal Brand (LinkedIn) — Kayla-led — and Gamma Income Brand · Digital — corporate brand identity, gammaincome.com, fund collateral, brand guidelines enforcement. Capital Raise (Internal + External) + IR Mgmt round out the "Sales" portion of the department. · Construction Management fully moved to Rethink. Per Pat: construction is a Rethink responsibility, full stop — no Gamma seat for it. – Removed the "Construction Mgmt — Build Phase" seat from Gamma Operations. – Renamed Rethink "Construction Maint. & CIP" → "Construction Management" (covers everything: build phase + maintenance + CIP). – Moved the Construction PM hire sub-box from Gamma → Rethink Construction Management. – Open Hires section reflects Construction PM = Rethink urgent hire. – Gamma Income tagline updated: "Hands assets to Rethink for all construction & operations." · Gamma Operations now has 6 seats (Asset Purchase → Acquisitions in v2.2; Construction → Rethink in v2.4). |
| 2026-05-29 | v2.3 |
Exhaustive popup detail + AI implementation roadmap.
· Hussain popup massively expanded into a complete AI implementation reference. Now includes: the architecture stack (GHL · Zapier · OpenAI Assistants · Supabase · LangFuse · Custom React · Lovable), full Live/Building/Planned/Future agent list, and a dedicated implementation block for each agent describing what it does and how it's built. Includes per-seat cross-reference so AI candidates throughout the chart link back to Hussain's roadmap. · Per-seat popups enriched with sectioned content (using sub-headers within the bullet list): Core Function · Strategic / Operational sub-sections · Coordination · Reporting. No longer limited to 5 bullets — typical seat now has 15-30 bullets organized by section. · Inline AI-candidate tags added throughout. Three flavors: LIVE (already running) · BUILDING (Wave 1 in flight) · PLANNED/AI CANDIDATE (on Hussain's roadmap). Every tagged responsibility cross-references the matching agent in Hussain's popup. · Heavily enriched seats: Internal Cap Raise · External Cap Raise (4 partners w/ enablement) · Investor RM · LinkedIn (Kayla) · Digital Marketing (Gamma) · Deal Sourcing · Underwriting · Negotiation · Due Diligence · Site Reviews · Construction Mgmt (Gamma build) · Protection Plans (TPP w/ tier structure, claims flow) · Property Management · Call Center · Construction Maintenance & CIP · CRE Broker (Jaben three-hat role) · Bookkeeping (Jove in-house · CPA handoff). · Each enriched seat now has Core Responsibilities (multi-section), Recurring Tasks (cadence), Agent opportunities (linked to Hussain), and contextual notes. |
| 2026-05-29 | v2.2 |
Structural fixes per Pat.
· Properties removed from Rethink Operations panel. The 4 mini-cards (Hamshire · Mt Holly · Rock Hill · Catawba) previously lived inside Rethink Ops; now they appear only in Section 2 Portfolio & Funds. Rethink Ops panel label updated to note "properties live in Section 2." · Kayla cleared from Call Center. Call Center primary is now Hussain (some sites) + Jove (other sites). Kayla's main popup explicitly states she's Gamma side only — LinkedIn outreach + IR Mgmt, NOT call center. · Acquisitions is now its own Gamma department. Added as the 2nd tab (Sales & Marketing · Acquisitions · Operations · Business Development). Five seats under Acquisitions: (1) Deal Sourcing — Pat + Andrew + Jaben + broker network. LoopNet / CREXI / off-market. (2) Underwriting / Financial Modeling — Pat + Andrew + Jove. Comps · cap rate · DCF · sensitivity. (3) Negotiation — Pat + Legal counsel. LOI · PSA · re-trade. (4) Due Diligence — Pat + Jove + Kevin + civil eng. Physical + financial + title + environmental. (5) Site Reviews / Property Tours — Pat + Kevin + Chris Wood. On-site walks · ops feasibility · submarket drives. · The legacy "Asset Purchase" seat removed from Gamma Operations (replaced by the 5 Acquisitions seats). Its popup now redirects to the new department. |
| 2026-05-29 | v2.1 |
People + popup + hiring corrections per Pat.
· External Capital Raise seat now lists all four partners: Tari Thomas · Andrew Hopson · Jaben Starnes · John Flanagan. John Flanagan added to the Extended Team roster as a new external capital-raise partner. · Jaben Starnes promoted to a three-hat role: (1) CRE Broker (selling business + warehouse rentals); (2) External Capital Raise; (3) Acquisitions sourcing. His popup updated accordingly. · Capital Raising popups enriched per Pat's "core functions descriptively + most important recent things" direction. Internal Cap Raise popup now leads with the seat's core function, lists the Fund 2 active priority, and explains the parallel relationship with External. External Cap Raise popup names each of the four partners with their channel, and points at the Partner Schedule. · Gamma Income tagline rewritten to describe what Gamma actually does (was: "Capital · Acquisitions · Fund Sponsor" — now: "Sponsors self-storage real-estate funds — raises LP capital, sources & underwrites assets, structures the vehicles that hold the portfolio, manages debt & refis, and runs the Protection Plan (TPP) revenue line. Hands stabilized operating assets to Rethink."). · HR hire removed from the chart. Jove absorbs HR sourcing; Pat approves hires. HR Function seat now reads "no dedicated HR hire planned." Open Hires section updated. · Customer Care hire removed from the chart. Call Center seat now staffed by Hussain (some sites) + Jove (other sites) — sub-box for the dedicated hire gone. Hussain's popup updated to note his call-center role. Open Hires section updated. Footnote added under Open Hires. |
| 2026-05-29 | v2.0 |
Stats relocated per Pat — moved out of the top org chart and into the Fund sections where they belong.
· Removed the Quick Stats panel from above the businesses (it sat between Pat→Jove→Hussain and the GAMMA/RETHINK pillars). · Added Fund 1 KPI strip directly under the Fund 1 header: Avg Occupancy ~73.5% · YTD Revenue ~$544K · MTD Run Rate ~$50K/mo · Property Manager (Kevin Leebrick for Mt Holly · Garry for Hamshire) · Websites (rethinkselfstoragetx.com + rethink-selfstorage.com). · Added Fund 2 KPI strip under the Fund 2 header: Stage (Pre-launch + CO Pending) · Active Raise $4M · Capital In $700K (Catawba) · Construction Lead Kevin + Chris Wood · Website rethink-selfstorage.net. · YTD revenue added to each Fund 1 property card: Hamshire $190K YTD (+46% YoY) · Mt Holly $354K YTD (+150% YoY). The previous "+YoY" KPI was replaced by the YTD-with-YoY combined cell. · Occupancy flagged for verification with a "·verify" tag next to each occupancy percentage. Added a dedicated "⚠ Data note" block in Fund 1 details explaining these are snapshot figures from prior popup notes and should be refreshed from the EOM Report / LP Dashboard. |
| 2026-05-29 | v1.9 |
Layout polish per Pat.
· Leadership now vertical: Pat → Jove → Hussain stacked top-to-bottom, with thin vertical connectors between them. · Quick Stats panel added between leadership and the business pillars. Five color-coded boxes: YTD Revenue (~$544K · Hamshire $190K + Mt Holly $354K) · MTD Revenue (~$50K/mo run rate) · CPAs (Robert F1 / Kiyoshi F2) · Property Manager (Kevin Leebrick) · Property Websites (3 clickable links — rethinkselfstoragetx.com · rethink-selfstorage.com · rethink-selfstorage.net). · Hamshire fixes: removed Kevin from BOTG (he's Mt Holly only); flagged the gate codes as wrong with a "confirm with Garry" note; added rethinkselfstoragetx.com as the Hamshire website. · Mt Holly fixes: added Sitelink as the PMS link; added rethink-selfstorage.com as the Mt Holly website; relabeled "Value" → "Current value". · Rock Hill: added rethink-selfstorage.net as the Fund 2 website (shared with Catawba). · KPI strips boxed with colors: each stat (Occupancy · Units · Revenue · YoY/$) sits in its own bordered sub-box on a 4-color palette (teal · green · cream · lavender) for visual separation. |
| 2026-05-29 | v1.8 |
Layout + naming fixes per Pat.
· Seats now scroll horizontally within a department — no more wrapping. Call Center, Admin, and every other seat under Rethink Operations stay on one row; scroll right to see overflow. A subtle right-edge fade hints there's more, and the scrollbar styled in navy. · Rethink "Finance" → "Bookkeeping": tab and panel renamed throughout. Bookkeeping · Accounting · Payouts · Investor Refinancing are the 4 seats under this department. · Portfolio + Fund Structure combined into a single section #2 (was #2 + #3). Fund 1 group shows Hamshire + Mt Holly with the F1 status line. Fund 2 group shows Rock Hill + Catawba with IR Targets, GP Economics, and Active Raise tool links inline. Old standalone Fund Structure section removed; everything else renumbered. · "Hampshire" → "Hamshire" spelling corrected everywhere (8 occurrences). |
| 2026-05-29 | v1.7 |
Major content pass per Pat's feedback.
· Quick Links panel added top-right: Business Map Workflow · LP Dashboard · EOM Report · AI Agent Dashboard · Daily Sales. · Hires nested as sub-boxes inside their parent seat card (not standalone big boxes). Construction PM nests under Gamma Construction Mgmt; Call Center Lead nests under Rethink Call Center; HR + Legal hires nest under their Rethink HR seats; Digital Mktg hire appears in both Gamma + Rethink Digital Marketing. · Gamma additions: (1) LinkedIn · Social Media (Kayla) seat under Gamma S&M with full responsibilities. (2) Construction Mgmt — Build Phase seat under Gamma Operations (Pat commercial + Kevin BOTG + Jove admin). (3) Protection Plans (TPP) seat under Gamma Operations — Jove owns invoicing/claims/contracts; Call Center hands inbound claims to this seat. (4) Under Gamma BD added three future-business seats: Private Credit Fund, Affordable AI Agents, NIL / SponsorStarter. · Rethink fixes: (a) Customer Care → Call Center rename throughout. (b) "Tenants" seat replaced with CRE Broker — Sales & Warehouse Rentals · primary Jaben Starnes (selling the business + renting commercial warehouses, NOT tenant ops). (c) Removed all Gabe/Wing references from Digital Marketing. (d) Construction seat in Rethink renamed to Construction Maint. & CIP (post-build maintenance + capital improvements only). · Clickable links throughout: every seat with a relevant supporting doc gets a "Docs:" footer linking to PPM, EOM Report, Bookkeeping, SCORECARD, Rethink Directory, Mktg Strategy, SEO Audit, Tenant Rental Agreement, ClickUp, etc. · 4 site cards enriched with PMS · phone · gate codes · workstreams · management URLs (Property Details, BOTG Directory, Rezoning Docs, Live website). |
| 2026-05-29 | v1.6 | Peer-equal horizontal drill-down at every level. Replaced vertical stacking of departments inside each business with horizontal department TABS (Sales & Marketing · Operations · Business Development · etc.). Clicking a department tab swaps in that department's seats laid out horizontally as peer cards — nothing appears as a precedent above anything else within a level. Clicking a seat still opens the full popup with EOS responsibilities, recurring tasks, and AI-agent opportunities. Hierarchy now reads left-to-right at every step: Business → Department tabs → Seats → Detail popup. |
| 2026-05-29 | v1.5 | Every seat now shows full EOS detail inline. Replaced minimal seat boxes with structured cards: seat name (color-coded) · primary person (bold) · assist/secondary people · 3-5 key responsibilities as bullets. Still clickable for full popup detail. Also split Gamma's Capital Raising into Internal vs External per Pat: Internal Cap Raise (Pat / Jove) and External Cap Raise (Tari Thomas · Andrew Hopson · + other partners) are now two distinct seats inside Gamma → Sales & Marketing → Capital Raising sub-group. Confirmed Hussain stays in top leadership row; 4 properties stay nested under Rethink → Operations → Property Management. |
| 2026-05-29 | v1.4 | Departments display HORIZONTALLY when a business is expanded. Clicking GAMMA INCOME or RETHINK SELF STORAGE now causes that business card to take the full row width; its departments (Sales & Marketing · Operations · etc.) display side-by-side as horizontal columns, with seats stacked vertically inside each department. The other business automatically collapses to a half-width header and tucks below — so only one business is ever expanded at a time. Click the active card again to collapse it entirely. Content (seats, people, hires) unchanged from v1.3. |
| 2026-05-29 | v1.3 |
Restructured to match Pat's reference mind map. Same click-to-expand pillars (Gamma left, Rethink right), but the departments inside each business now follow the exact taxonomy from the mind map:
· GAMMA INCOME → Sales & Marketing (Investor Outreach · Investor Relationship Mgmt · Digital Marketing + hire), Operations (Legal + hire · Finance · Asset Purchase · Asset Sales · Admin · Accounting), Business Development (New Fund Opportunities · Bridge Loans · Investor Groups/Events). · RETHINK SELF STORAGE → Operations (Business Plan · Construction/Contractor Mgmt + hire · Property Management · 4 Properties · Customer Care + hire · Admin), Sales & Marketing (Tenants · Digital Marketing + hire), Finance (Bookkeeping · Accounting · Payouts · Investor Refinancing), HR (HR Function + hire · Legal + hire). Removed the separate "shared services" row — Legal now lives under Gamma Ops (Steve S. replacement) and under Rethink HR (Luca/Ara replacement) exactly per the mind map. Applied all roster updates throughout: Mary → Jove · Steve S. → HIRE · Cody B → Will Vasquez · Frank D → Will Vasquez · Casey → Andrew + Jaben · Nico/Gabe/Wing → Digital Mktg HIRE · James M → Kevin alone · Luca/Ara → HIRE. |
| 2026-05-29 | v1.2 | Click-to-expand interaction. The Gamma Income and Rethink Self Storage pillars now start collapsed as two large clickable headers side-by-side. Clicking a header expands its full vertical org tree (departments + seats + open hires) directly underneath it; clicking again collapses. Each pillar toggles independently — you can have both open, one open, or neither. Smooth max-height animation on expand. Inner clicks on seats no longer collapse the pillar. |
| 2026-05-29 | v1.1 |
Restructured to a 2-business pillar layout per Pat.
Top row now shows the 3-person leadership team: Pat (Visionary) · Jove (Integrator) · Hussain (Tech & AI Lead) — side by side as the unit running both companies. Below them, two business pillars: · GAMMA INCOME (left): IR & Capital Raise · Acquisitions · Construction (+ Construction PM hire) · Marketing — Investor (+ Digital Mktg hire) · Debt & Fund Accounting. · RETHINK SELF STORAGE (right): Property Management · the 4 Properties as clickable mini-cards (Hamshire · Mt Holly · Rock Hill · Catawba) · Call Center / Tenant Ops (+ Customer Care hire) · Bookkeeping · Marketing — Tenant (shows shared Digital Mktg hire). Shared services row at the bottom for things that genuinely cross both: Legal (+ both legal hires) and HR (+ HR hire). Key moves vs v1.0: Construction moved from Rethink to Gamma (build → handoff). Bookkeeping moved to Rethink. The 4 properties now appear in the chart itself under Rethink. Marketing is split into two clearly distinct functions (Investor under Gamma, Tenant under Rethink). Hussain is elevated to the leadership row rather than buried as a department. |
| 2026-05-29 | v1.0 |
Major restructure — proper EOS departmental grouping. Previously seats sat in a flat row under the Integrator with no functional grouping. Now organized into 6 functional departments, each as a bordered container with a department header showing the function lead, and seats stacked vertically inside:
(1) Sales & Capital · Gamma — Acquisitions, Capital Raise/IR, Marketing—Gamma, [HIRE] Digital Mktg Mgr. (2) Operations · Rethink — Property Mgmt, Construction Mgmt, [HIRE] Construction PM, Tenant Ops, [HIRE] Customer Care, Marketing—Rethink. (3) Finance — Bookkeeping, Accounting/CPAs, Debt Brokerage. (4) Legal & Compliance — Legal Function + [HIRE] Legal—Gamma + [HIRE] Legal—Rethink. (5) Technology — Automations & AI (Hussain). (6) People · HR — HR Function + [HIRE] dedicated HR. Vertical connectors now flow cleanly: Visionary → Integrator → trunk + arms → 6 department boxes → seats stacked inside each. |
| 2026-05-29 | Working doc (iteration 2) | Open hires nested as children under parent departments. Replaced by iteration 3 above — the flat-row issue still existed. |
| 2026-05-29 | Working doc (iteration 1) | Built from v0.7 structure (Pat's preferred baseline) + all roster corrections applied. Removed 15 inactive names (Arthur, Mary, Cody B, Frank D, Steve S, Luca, Ara, Nico, Gabe, Wing, Casey, James M, Den, Natália, Roofy). Added Tari Thomas, Will Vasquez, Jaben Starnes. Property Management split from Construction. Marketing split into Gamma stream + Rethink stream. Andrew = capital raise + acquisitions. Bookkeeping = Jove + Pat. |
| 2026-05-29 | v0.9 | Pipeline flow visual (substandard per Pat — abandoned). |
| 2026-05-29 | v0.8 | Dual-tree (substandard per Pat — abandoned). |
| 2026-05-29 | v0.7 | Full map integration + tone reset — preferred baseline. |
| 2026-05-29 | v0.1–0.6 | Earlier iterations. |