Team Obsidian

Ideas

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Ideas Index

Quick access to all ideas across the vault.

Business Ideas

Ideas

Local Pros Ideas

Ideas for Local Pros. Newest first.

Saturday, 28 December 2024

14:30 - Self-Hosted WhatsApp System

Replace expensive official WhatsApp Business API with self-hosted solution.

Problem:

  • Official API costs add up
  • Used for lead distribution and customer notifications

Solution:

  • Self-host using whatsapp-web.js or Baileys library
  • Use local number instead of API

Benefits:

  • Eliminate per-message fees
  • Full control over system
  • Opens door to enhanced chatbot features

Potential chatbot improvements:

  • Conversational job request flow
  • Instant contractor matching
  • Job status tracking for customers
  • Easy re-booking (“Need another electrician?“)
  • Review collection after completion
  • Seasonal reminders

Risks:

  • WhatsApp ToS (unofficial API)
  • Session management complexity
  • Need dedicated phone number

Next steps:

  • Test with local number in dev environment
  • Replicate current lead distribution flow
  • Validate reliability before migrating
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Ideas

FieldCard Ideas

Ideas for FieldCard. Newest first.

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Ideas

ReachMax Ideas

Ideas for ReachMax. Newest first.

Tuesday, 31 December 2025

09:00 - Chatwoot as ReachMax Service Platform

Use Chatwoot open-source to offer WhatsApp and omnichannel services under the ReachMax brand.

What is Chatwoot:

  • Open-source customer support platform (MIT license) - alternative to Intercom, Zendesk
  • Self-hosted option = full control, no recurring SaaS fees per client
  • Built with Ruby and Vue.js

Channels supported:

  • WhatsApp, SMS, Telegram, Line
  • Website live chat
  • Facebook, Instagram, Twitter
  • Email

Key features we could offer clients:

  • Unified inbox - all customer messages in one place
  • Team collaboration - private notes, auto-assignment, canned responses
  • AI/automation via “Captain” - handles routine queries automatically
  • Chatbot integration (Rasa, DialogFlow)
  • Help center/knowledge base
  • Analytics & CSAT reporting
  • CRM integrations (HubSpot, Salesforce)

Business model potential:

  • Self-host Chatwoot, white-label under ReachMax
  • Similar to cuedesk.com offering
  • Charge clients for managed WhatsApp/omnichannel service
  • Upsell automation, chatbots, integrations

Research needed (assigned to Daniel):

  • Specific use cases for our target clients
  • Deployment requirements and costs
  • How to package as ReachMax service offering
  • Competitive pricing analysis

2024-12-29 - WhatsApp Services for Car Service Businesses

Explore offering WhatsApp automation services to car service/mechanic businesses as a new market opportunity.

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Ideas

Reputation Engine Ideas

Ideas for Reputation Engine. Newest first.

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Ideas

Web Services Ideas

Ideas for Web Services - website design, development, and hosting. Newest first.

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New Products & Strategy

New Product Ideas

New Product Ideas

Ideas for new products and services outside existing businesses. Newest first.

Thursday, 1 January 2026

16:23 - Mortgage/Bond Origination Software

SaaS for mortgage originators that goes beyond just processing and file intake.

  • Give originators a branded landing page they can share with clients
  • Client-facing portal for applications, document uploads, status tracking
  • Back-end for processing, KYC, document management
  • Reference: HES LoanBox (hesfintech.com/platform/) for feature inspiration
  • White-label approach lets each originator have their own branding

Market concern: SA market too small - fewer than 500 independent mortgage originators nationally. Not enough addressable market to justify building. Source: Market research

Status: Parked - insufficient market size

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Claude OS Ideas

Claude OS Ideas

Ideas for expanding the Obsidian + Claude Code setup based on Daron Vener’s “Claude Code OS” framework.

Current State (30 December 2025)

What’s working:

  • Obsidian vault with clear folder structure (Daily, Ideas, Projects, Team, Strategy, Workspaces)
  • Root CLAUDE.md with comprehensive instructions
  • Workspace-specific contexts (60 - Workspaces/)
  • Slash commands (/brain, /eod, /idea, /for)
  • WhatsApp → Dropbox → Vault pipeline for mobile capture
  • MCP integrations (PostHog, Airtable)
  • GitHub sync for Claude.ai mobile access
  • obsidian-vault skill

First hook implemented:

  • Session start hook checking for unprocessed WhatsApp notes

Gap Analysis vs Daron’s Framework

ComponentStatusPriority
Folder structure✅ Done-
Root instructions (CLAUDE.md)✅ Done-
Commands✅ Done-
Workspaces✅ Done-
GitHub sync✅ Done-
MCP servers✅ Done-
Hooks🟡 StartedHigh
Agents❌ MissingMedium
Skills🟡 PartialMedium
Strategic files (AI Growth Engine)🟡 PartialLow

Hook Ideas

High Value

1. Daily Context Loader (Session Start)

  • Show today’s date
  • Surface overdue tasks from 40 - Team/Tasks/
  • Show yesterday’s “carrying over” items from EOD
  • Display current quarterly focus reminder

2. EOD Reminder (Pre-Prompt after 5pm)

  • Check if today’s EOD exists
  • If not, nudge: “No EOD logged today. Want to do that first?”

3. Week Start Planning (Monday Session Start)

  • Summarize last week’s EOD entries
  • Surface incomplete tasks
  • Prompt for 3 weekly priorities

Medium Value

4. Cross-Post Validator (Post-Tool on Brain Log write)

  • Scan entry for team names
  • Scan for project keywords
  • Warn if cross-posting likely needed but not done

5. Destructive Action Guard (Pre-Tool)

  • Confirm before rm, git reset, file deletions
  • Auto-backup key directories (Strategy, Projects)

Lower Priority

6. Meeting Prep (on-demand or scheduled)

  • Before a meeting with a team member, surface their recent notes, tasks, EOD entries

7. Goal Check-in (Weekly/Monthly)

  • Compare progress against 2026 Goals.md
  • Surface metrics if connected to PostHog

Agent Ideas

Agents = specialised AI “teammates” with their own context and instructions. Spawned for specific workflows.

Potential agents:

AgentPurposeWhen to spawn
proposal-writerDraft client proposals using templates + project context/proposal [client]
content-reviewerReview and refine social/blog contentAfter drafting content
code-reviewerReview code changes before commitAfter significant code work
research-agentDeep dive on competitors, markets, tools/research [topic]
meeting-summariserProcess meeting notes → action itemsAfter pasting meeting transcript
weekly-reporterGenerate weekly summary from EOD logsMonday mornings

Implementation:

  • Create .claude/agents/ folder
  • Each agent = markdown file with YAML header
  • Claude can spawn them in isolated context

Skill Ideas

Skills = reusable SOPs packaged as portable modules. Currently only obsidian-vault exists.

Potential skills:

SkillWhat it does
eod-loggerThe EOD process extracted from CLAUDE.md - reusable across workspaces
cross-posterLogic for distributing content to multiple files
idea-captureDuplicate checking + related idea surfacing
task-managerTask table formatting, status updates, due date logic
meeting-processorMeeting notes → action items → task files
proposal-builderProposal generation with templates

Structure per skill:

skills/
└── eod-logger/
    ├── skill.md          # Instructions
    ├── templates/        # Output formats
    └── scripts/          # Deterministic code (if needed)

Strategic Files (AI Growth Engine)

Daron uses 7 core knowledge files. Current coverage:

FileStatusLocation
Brand Voice / Attractive Character❌ Missing-
Ideal Customer Profile (ICP)❌ Missing-
Offer / Value Ladder❌ Missing-
USP❌ Missing-
Funnel Strategy🟡 PartialTop of Funnel Strategy.md
Limiting Beliefs / Objections❌ Missing-
Testimonials / Social Proof❌ Missing-

Could create:

  • 50 - Strategy/ICP.md - Customer avatars per product
  • 50 - Strategy/Offer Ladder.md - Products, pricing, upsell paths
  • 50 - Strategy/USP.md - Positioning vs competitors
  • 50 - Strategy/Objections.md - Common pushback and responses
  • 50 - Strategy/Testimonials.md - Success stories, metrics, quotes

Workspace Expansion Ideas

Planned but not built:

  • lead-qualification/ - Qualifying and routing leads
  • partner-onboarding/ - Customer onboarding flows
  • proposals/ - Proposal and quote generation
  • weekly-planning/ - Weekly planning and review
  • competitive-research/ - Competitor monitoring

New ideas:

  • fieldcard-sales/ - FieldCard-specific sales process
  • local-pros-partners/ - Partner acquisition
  • product-specs/ - Feature planning and specs
  • customer-support/ - Support workflows and templates

Automation Ideas

WhatsApp integration enhancements:

  • Voice note → transcription → auto-categorisation
  • Quick commands via WhatsApp (“task Dan: follow up on X”)
  • Daily summary pushed to WhatsApp

Multi-user / Team Architecture:

Scheduled automations:

  • Monday: Generate weekly plan from incomplete tasks
  • Friday: Generate weekly summary from EOD logs
  • Daily 5pm: EOD reminder notification

Cross-system integrations:

  • PostHog → Weekly metrics summary in vault
  • Airtable → Sync social content calendar
  • GitHub → PR summaries in project files

Implementation Priority

Phase 1 - Hooks (Current)

  1. ✅ WhatsApp notes checker (done)
  2. Daily context loader
  3. EOD reminder

Phase 2 - Skills

  1. Extract EOD process to skill
  2. Extract cross-posting logic to skill

Phase 3 - Agents

  1. Weekly reporter agent
  2. Proposal writer agent

Phase 4 - Strategic Files

  1. ICP document
  2. Offer ladder

ideas claude-os infrastructure

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