Gamma — Workflow System

Deal Acquisition — Sourcing → Preliminary → Qualification → Due Diligence → Financing → Capital Raising → Close

📁 Supporting Documents

Self Storage Acquisitions Tracker Property Analysis Ranking PPM — Rethink Fund Gamma Marketing Strategy Schedule of Real Estate Owned

Asset Sourcing

Broker Platforms

LoopNet

CREXI

Marcus & Millichap

OutboundPat sourcing off-market
InboundBroker email submissions

Pat / Andrew Hopson

Self Storage Acquisitions Property Analysis Ranking

Contact

Property

Preliminary

Market Screening

FilterPopulation growth · Median income · Competitor density · $/sq ft

AssignDeal Manager → Pat / Andrew / Casey

Pat / Andrew Hopson

Property

Qualification — GoHighLevel

Deal Intro CRM

FormName · Email · Phone · Property type · Location · Ask price

ai: GHL form → CRM auto-entry

Area AnalysisAuto market data pull

Contact

Deal

Booking & Scoring

AutoEmail + SMS nurture · Calendar booking link

Lead scoreSize · Age · Condition · Market demand

ai: auto-score property

Jove / Pat

Contact

Negotiation & Due Diligence

LOI & Negotiation

LOILetter of intent · Price negotiation · Earnest money

LegalSteve Slanwinski · Cody B

Pat / Andrew / Steve S.

🔑 Pat decision

PPM — Rethink Fund RMCM Engagement Agreement

Deal

Due Diligence

PhysicalSite inspection · Environmental Phase I · Structural

FinancialT-12 P&L · Rent roll · Tax records

Pat / Andrew / Casey

Deal

Gamma Property Details Schedule of RE Owned

Property

Financing

Debt Sourcing

BridgeShort-term construction debt
SeniorBank / Agency / CMBS
MezzMezzanine financing

BrokersFrank D · Cody B

Pat / Cody / Frank D

🔑 Pat approval

Deal

Capital Raising — GoHighLevel

Investor Outreach

DeckPPM · Exec summary · Proforma

OutreachGHL email drip · Webinar · 1:1 calls
Kayla runs LinkedIn / Sales Navigator

ai: GHL drip sequence

Pat / Jove / Kayla

Contact

Email Sequence Drafts 2025 Kayla Email Reports Fund 2 Early Access Email

Gamma Marketing Strategy Email Sequence Drafts Fund 2 Early Access Email Digital Marketing Plan

Subscription & Close

DocsSub agreement · OA · Wire instructions

LegalLuca · Ara (Rethink) · Steve (Gamma)

Pat / Jove / Mary

🔑 Pat signs

PPM — Rethink Fund Fund 2 Partner Schedule

Deal

Asset Purchase

Closing & Entity Setup

CloseTitle transfer · HUD-1 · Wire
EntityLLC · Bank accounts · Insurance

BooksArthur Wandzel (SFAI) sets up accounting

Pat / Andrew / Casey

🔑 Pat / Frank D

Gamma Property Details 2024 Bookkeeping (USE ME)Gamma Account Setup

Deal

Property

Construction — Site Prep → Entitlement → Active Build → CO → Pre-Opening → Stabilization → Refi

📁 Supporting Documents

Rock Hill Rezoning Application Hamshire Expansion Business Plan Carlos — Gate System Quote LiftMaster Gate Operator Quote RMCM Engagement Agreement

Site & Entitlement

Site Selection

CriteriaTraffic · Demographics · Zoning · Ingress/egress · Visibility

FeasibilityGeotech · Survey · Title

Pat / Andrew / Kevin Leebrick

Property

Entitlement

PermitsZoning variance · CUP · Site plan approval

MunicipalityCity meetings · AHJ coordination · Engineer stamps

Pat / Kevin Leebrick

Hire: PM

Rock Hill Rezoning App No Purchases Letter

Property

Active Construction — ClickUp + WhatsApp + GoHighLevel

GC Selection & Bid

Bid3 GC bids · Scope review · Budget validate

ContractAIA · Lien waivers · Insurance cert

ClickUp

Pat / Kevin Leebrick

🔑 Pat approval

Hamshire Expansion Plan Carlos Gate Quote LiftMaster Gate Quote

Deal

Construction Mgmt

DailySubcontractor coordination via WhatsApp · Photo updates · Site visit log

Draw scheduleLender inspection · Draw requests · Change orders

GanttMilestones in ClickUp · Templates in Rethink space

ClickUp

🤖 Construction intake agent (Q2 — Hussain)

Kevin Leebrick / Pat

Hire: Construction PM

Deal

Property

Municipality Track

InspectionsFraming · MEP · Fire suppression · Final

ManagePermit board · AHJ comments · Re-submittals

ClickUp

GoHighLevel

Kevin Leebrick / Pat

Property

CO & Handoff

CO & Punch List

Final walkPunch list · GC warranty · As-builts

HandoffProperty mgmt onboarding · Keys · Systems

Kevin Leebrick / Pat

🔑 Pat sign-off

Gamma Property Details Gamma Account Setup

Property

Pre-Opening — GoHighLevel

Tenant Pre-Lease

MarketingGoogle Ads · Meta · Drive-by signage

GHLLead form · Auto SMS/email nurture

GoHighLevel

ai: auto lead response

Jove / Gabe / Wing

Hire: Customer Care

Rethink Marketing Strategies SOP Digital Marketing Plan

Tenant

Stabilization & Refi

Stabilization

Target85–90% occupancy
NOIStabilized NOI validation

Pat / Kevin Leebrick

EOM Report (USE ME)Scorecard

Deal

Refinance

RefiAgency / CMBS · Cody / Frank D
ReturnLP distributions from proceeds

Pat / Cody / Jove / Mary

🔑 Pat / Frank D

Fund 2 Partner Schedule 2024 Bookkeeping (USE ME)Schedule of RE Owned

Deal

Asset Management — Vendor Mgmt → Setup → SOPs → Analytics → Social Marketing → Financial Execution

📁 Supporting Documents

📊 Daily Sales KPI Dashboard Rethink Marketing Strategies SOP EOM Report (USE ME)Scorecard Gamma Property Details Digital Marketing Plan 2024 Bookkeeping

Vendor Management

Property Services

VendorsHVAC · Plumbing · Electric · Landscaping · Pest · Gate tech · Security

CommsPhone / Email via Property Team
TrackAI Vendor Mgmt pipeline ↗

ClickUp

ai: vendor scoring agent

Kevin Leebrick / Carlos

Rethink Directory (BOTG)Gamma Property Details

Property

Assets Setup & Team

Onboarding

SetupProperty mgmt software · Bank · Insurance · Utilities

TeamSite manager · Maintenance · Customer care

Kevin Leebrick / Pat

Hire: Customer Care

Gamma Property Details Gamma Account Setup

Property

SOPs & Playbooks

ClickUpPlaybook per property · SOP library · Training docs

ProcessMove-in/out · Maintenance · Delinquency · Emergency · Pre-launch checklist

ClickUp

Kevin Leebrick / Jove

Rethink Marketing Strategies SOP Tenant Rental Agreement Protection Plan Addendum

Property

Deal Analytics

Performance Tracking

MetricsOccupancy % · Revenue vs. budget · NOI · Expense ratio

ReportsMonthly → EOM Report AI pipeline
ExitDisposition analysis

Google Sheets

ai: EOM report pipeline ↗

Pat / Mary / Arthur Wandzel

Daily Sales KPI EOM Report (USE ME)Scorecard 2024 Bookkeeping (USE ME)

Deal

Social Marketing — GoHighLevel

Content & Templates

AssetsSocial templates · Photos · Video walkthroughs

Cross-postFB · IG · Google Business · NextDoor

ScheduleMary posts Mon & Thu 10am EST

GoHighLevel

ai: schedule + auto-post

Gabe / Wing / Mary

Hire: Digital Mktg

Digital Marketing Plan Brand Guidelines Gamma Marketing Strategy

Tenant

Landing Pages

GHLUnit availability · Pricing · Reserve CTA

SEOGoogle My Business · Review mgmt · Reputation

GoHighLevel

ai: review response agent

Gabe / Nico / Jove

Gamma Income SEO Audit Design Documentation

Tenant

Financial Execution

Revenue Management

ManageRevenue vs. expenses · Collections · Delinquency

PayoutsLP distributions · Quarterly investor updates

BooksArthur Wandzel / SFAI (accounting) · Mary (bookkeeping)

Google Sheets

Gmail

🔑 Pat / Jove / Mary

EOM Report (USE ME)2024 Bookkeeping (USE ME)April 2026 Statements Schedule of RE Owned

Deal

Asset Sales

ExitDisposition strategy · Broker selection
ProceedsWaterfall calc · LP distributions · 1031

Pat / Frank D / Casey

🔑 Pat decision

Property Analysis Ranking PPM — Rethink Fund

Deal

Investor / LP Pipeline — Lead Gen → IRM Nurture → Deal Intro → Subscription → Active LP → Reinvestment

📁 Supporting Documents

🌐 LP Investor Dashboard (live)PPM — Rethink Fund Fund 2 Partner Schedule Monthly Update Template Email Sequence Drafts Fund 2 Early Access Email Fund 1 Jan 2026 Update Fund 2 Jan 2026 Update

Lead Generation

Investor Sourcing

InboundWebsite form · Podcast listeners · Referrals

OutboundEvents · LinkedIn (Kayla) · Investor groups · Pat network

Pat / Jove / Kayla

Contact

Gamma Marketing Strategy Digital Marketing Plan

IRM Nurture — GoHighLevel

IRM Pipeline

GHL tagsAccredited · Non-accredited · Interest level · Deal type

SequencesEducation drip · Quarterly updates · Webinar invites

ai: GHL drip · LP Tiering agent (Q3)

Pat / Jove / Kayla

Contact

Deal Introduction

Deal Presentation

MaterialsPPM · Exec summary · Proforma · Webinar

1:1Pat / Jove Q&A · Reg D 506(b) compliance

Fund 2 Share ClassesA-1 (preferred) · A-2 (equity) · A-3 (hybrid)

Pat / Jove

🔑 Pat lead

PPM — Rethink Fund Fund 2 Partner Schedule Monthly Update Template

Deal

Subscription — GoHighLevel

Subscription Process

DocsSub agreement · OA · W-9/W-8

KYCAccreditation verify · ID check
WireCapital call + confirmation

ai: GHL doc-send + status track

Jove / Pat / Mary

PPM — Rethink Fund No Purchases Letter Fund 2 Partner Schedule

Active LP

Investor Relations

ReportsMonthly EOM report · Quarterly call · K-1

DistributionsWire confirmations · Distribution notices

Gmail

ai: Monthly LP Update Generator (Q3)

Pat / Jove / Mary / Arthur Wandzel

LP Investor Dashboard EOM Report (USE ME)Monthly Update Template Fund 1 Jan 2026 Update Fund 2 Jan 2026 Update Fund 2 Dec 2025 Report 2024 Bookkeeping (USE ME)

Reinvestment — GoHighLevel

Next Deal Intro

TriggerAuto GHL sequence when new deal launches
PriorityExisting LPs get first-look window

ReferralReferral program for new investor intros

ai: GHL deal-launch trigger

Pat / Jove / Kayla

Fund 2 Early Access Email Email Sequence Drafts

Contact

Tenant Pipeline — Rethink Self Storage (Hamshire TX · Mt Holly NC · Rock Hill SC · Catawba SC)

📁 Supporting Documents

Rethink Marketing Strategies SOP Tenant Rental Agreement Protection Plan Addendum How to File a Claim Rethink Directory (BOTG Contacts)Digital Marketing Plan

Awareness

Digital Marketing

PaidGoogle Ads · Meta Ads · Yelp · Sparefoot
OrganicSEO · Google My Business · NextDoor

LocalFB community groups per property · Drive-by signage

🤖 Q2 Auto30–50 marketing ideas/site agent (Hussain)

Gabe / Wing / Jove

Hire: Digital Mktg

Rethink Marketing Strategies SOP Digital Marketing Plan SEO Audit

Tenant

Lead Capture — GoHighLevel

Inquiry CRM

CaptureWeb form · Phone → GHL · Walk-in

Auto-respondSMS + email within 5 min · Unit availability · Pricing

ai: instant response + routing

Jove / Kayla

Hire: Customer Care

Rethink Directory (BOTG Contacts)Rethink Marketing Strategies SOP

Tenant

Inquiry & Tour

Unit Selection

ProcessSize recommendation · Quote · Tour virtual or on-site

ObjectionsPrice match · Move-in specials · Month-to-month

Jove / Kayla / Kevin Leebrick

Rethink Marketing Strategies SOP Rethink Directory

Tenant

Leasing — GoHighLevel

Lease Execution

GHLDigital lease · e-Sign · Auto-payment · Gate code

InsuranceGamma Protection Plan ($10/$16/$27/mo) · Auto-verify

ai: e-sign + payment link auto-send

Jove / Kevin Leebrick

Tenant Rental Agreement Protection Plan Addendum How to File a Claim

Tenant

Active Tenant

Tenant Management

CollectionsAuto-pay reminder · Late fee escalation · Delinquency ladder (SOP in Drive)

AccessStoredge / Sitelink · Gate code mgmt · Lock cut if delinquent

🤖 Q3Delinquency & Collections Agent (TX/NC/SC law)

Storedge

Sitelink

Kevin Leebrick / Carlos / Jove

Daily Sales KPI Rethink Directory (BOTG)Tenant Rental Agreement EOM Report (USE ME)

Tenant

Property

Renewal — GoHighLevel

Retention

Auto trigger60-day pre-expiry: renewal offer + rate notice

UpsellLarger unit · Insurance upgrade
ReviewGoogle review request auto-sent

ai: GHL renewal sequence

Jove / Kayla / Kevin Leebrick

Rethink Marketing Strategies SOP

Tenant

Move-Out

Offboarding

ProcessNotice · Unit inspection · Lock removal · Deposit return

Re-marketUnit back to availability · GHL listing update
FridayExport to EOM Report (Storedge/Sitelink)

Kevin Leebrick / Jove

EOM Report (USE ME)Rethink Directory

Tenant

Team & Roles — ClickUp Workspace · Active Members · Weekly L10 Structure

Core Team — Daily Operations

Pat Traynor

Owner · General Partner · GP

OwnsDeal sourcing · Capital raising · Strategy · Finance · Legal oversight · Final approvalsContactptraynor@gammaincome.com

Deal AcquisitionCapital RaisingFinancingInvestor Relations

Jo "Jove" Estrada

Operations Lead · Right-Hand

OwnsDaily ops (9–2pm sessions with Pat) · Task tracking · Investor comms · Admin · Subscription docs · Tenant intakeL10Weekly L10 - Jove (Tuesdays 8pm EST)Contactjove.gammaincome@gmail.com

GoHighLevelClickUpAdminInvestor Comms

Kayla Erickson Ehnat

Sales & LinkedIn Outreach Lead

OwnsLinkedIn / Sales Navigator / LinkedHelper outreach · Capital raising execution · Investor prospect pipeline · Weekly outreach cadenceContactkayla.scheduler@gmail.com

LinkedInSales NavigatorCapital Raising

Hussain

Automations & AI Agent Builder

OwnsGoHighLevel automations · Zapier workflows · AI agents (OpenAI Assistants API) · dashboard.gammaincome.com · 12 automations in queueL10Weekly L10 - Hussain (Automations Priority List)Contacthussainautomation27@gmail.com

AI AgentsGoHighLevelZapierOpenAI API 📊 Automations Tracker

Kevin Leebrick

Property & Construction Management

OwnsOn-site property management · Construction management · Vendor coordination · WhatsApp subcontractor comms · Facility walkthroughsCompanyMy Storage Ops (mystorageops.com)Contactkleebrick@mystorageops.com

Construction MgmtProperty MgmtWhatsApp

Andrew Hopson

Acquisitions

OwnsDeal sourcing · Market screening · Due diligence supportCompanyWide Open Storage Solutions (wideopenstoragesolutions.com)Contactandrew@wideopenstoragesolutions.com

Deal SourcingDue DiligenceLoopNet / CREXI

Den Ionie Embalzado

Operations (Role TBC)

Contactioneembalzado@gmail.comL10Weekly L10 - Den (Time Tracking)

Operations

Natália Guimarães Nogueira

Reporting

OwnsManagement summary reportContactnatalia.nogueira.sjrp@gmail.com

Reporting

Arthur Wandzel

Accounting & Finance

OwnsFund accounting · Financial reporting · Entity books setup on acquisitionsCompanySFAI Consultants (sfaiconsultants.com)Contactarthur@sfaiconsultants.com

AccountingFinancial Reporting

Roofy Rauf

Team Member (Role TBC)

Contactroofy.rauf@gmail.com

External Contractors & Key Partners

Mary

Bookkeeping · Social Media

OwnsBookkeeping · Social media posts (Mon & Thu 10am EST) · Video content coordination

Carlos

On-Site Property — Mt Holly NC

OwnsMt Holly: elevator, ductwork, LED lights, Christy Grimes CIP, vertical lift

Gabe / Wing

Digital Marketing

OwnsDigital marketing · Social media · Ads management

Nico

Website & Funnels

OwnsWebsite redesign (Gamma Income) · Landing pages · Double opt-in funnel

Steve Slanwinski

Legal — Gamma Income

OwnsGamma entity legal · Deal structuring · Fund docs

Luca / Ara

Legal — Rethink

OwnsRethink Self Storage legal · Operating agreements · Lien law

Frank D

Debt Broker

OwnsDebt sourcing · Bridge loans · Agency / CMBS · Asset sales brokerage

Cody B

Finance / Refinancing

OwnsRefinancing strategy · Mezzanine financing

Chris Wood

Civil Engineering — Catawba

OwnsCatawba civil engineering · Site review (payment + review pending per ClickUp)

Open Hires — Urgent

Customer Care

Rethink Self Storage

Needed forTenant intake calls · Move-in/out · Delinquency follow-up · First response <5 min SLA

URGENT HIRE

Construction Project Manager

Rethink Self Storage

Needed forActive construction at Rock Hill + Catawba · Subcontractor coordination · Municipality management

URGENT HIRE

Digital Marketing Manager

Gamma Income / Rethink

Needed forSocial media strategy · Paid ads management · Content calendar execution

HIRE NEEDED

Rethink Self Storage

Needed forHR processes · Onboarding · Compliance

HIRE NEEDED

Rethink Self Storage Portfolio — 4 Active Properties + Pipeline

Mt Holly, NC — Fund 1

74.8%

Occupancy

229/306

Units

$33K

/month rev

$354K

2025 rev (+150% YoY)

$6.5M

Est. value

Hamshire, TX — Fund 1

72.3%

Occupancy

138/191

Units

$16.8K

/month rev

$190K

2025 rev (+46% YoY)

⚠️ A/R at 9% — monitor collections

Catawba, SC — Fund 2

18.6%

Occupancy

8/43

Units

$550K

Purchase price

$700K

Total invested

🔵 CO pending — pre-launch phase

Rock Hill, SC — Fund 2

Commercial tenants

Lease/Option

Structure

🔵 Development — pre-launch

Hamshire, TX

24365 TX-124, Hamshire, TX 77622 · 📞 +1 409-215-3227

🟢 ACTIVE — OPERATING

Property Info

Units138 occupied / 191 total · 72.3% occupancy

Revenue$16.8K/month · $190K 2025 YTD (+46% YoY)

TechStoredge FMS · RingCentral 888-898-4591

Gate codesMain 3737A · Back 3333/4444 · Front 1111

InsuranceProtection Plan $10/$16/$27/mo

BOTG ContactKevin Leebrick — kleebrick@mystorageops.com

Day-to-Day Tasks (Mary / Jove)

9am DailyCheck emails · Review delinquent customers

10am DailyReview autopay · Check insurance coverage

DailyFollow up on leads from GHL

Weekly (Fri)Storedge export → EOM Report · Scorecard for Tuesday L10

Social (Mon/Thu)FB groups: Hamshire-Fannett, Winnie, Texas RVing, Texas Boat Trader

MarketingFacebook Marketplace: Hamshire, Winnie, Port Bolivar, Beaumont

📁 Documents

Marketing Strategies SOP Tenant Rental Agreement Expansion Business Plan EOM Report (USE ME)

OperatingStoredgeGHLMonitor A/R

Mount Holly, NC

108 Rush St, Mount Holly, NC 28120

🟡 ACTIVE — DEVELOPMENT + OPERATIONS

Property Info

Units229 occupied / 306 total · 74.8% occupancy

Revenue$33K/month · $354K 2025 YTD (+150% YoY)

Est. Value$6.5M today → target $7.5M (refi goal)

BOTG ContactCarlos (on-site) · Kevin Leebrick — kleebrick@mystorageops.com

Active Workstreams

CarlosElevator · Ductwork · LED lights · CIP (Christy Grimes) · Vertical lift

KevinTrailer/car VIN · Dumpster · Painting · Duke Energy submeter · Cameras · Spider Doran motherboard

Refi targetRefinance to return LP capital · Targeting Agency / CMBS via Cody / Frank D

Social (Mon)FB: Mount Holly Town Talk, Gaston Community Events, One Man's Junk, Facebook Marketplace

📁 Documents

EOM Report (USE ME) Fund 1 Jan 2026 Update Marketing Strategies SOP

OperatingDevelopmentRefi Target

Rock Hill, SC

303 Church St, Rock Hill, SC 29730 · Lease/Option structure

🔵 NEW DEVELOPMENT — PRE-LAUNCH

Property Info

StructureLease/option · 8 commercial tenants currently

ClickUpRock Hill SC folder: New Development + Prelaunch Checklist

TemplateConstruction Management Plan (Rethink Templates space)

BOTG ContactKevin Leebrick — kleebrick@mystorageops.com

Active Workstreams

DevelopmentActive construction phase — tracking in ClickUp

Pre-launchPrelaunch Checklist active in ClickUp

RezoningZoning change application submitted

TeamKevin Leebrick (construction mgmt) · Pat (oversight)

📁 Documents

Rezoning Application Fund 2 Jan 2026 Update RMCM Engagement Agreement

New DevelopmentPre-LaunchHire: PM

Catawba, SC

Catawba, SC · $550K purchase · $700K invested

🔵 NEW DEVELOPMENT — CO PENDING

Property Info

Units8 occupied / 43 total · 18.6% occupancy

Investment$550K purchase price · $700K total invested

StatusCertificate of Occupancy pending

BOTG ContactKevin Leebrick — kleebrick@mystorageops.com

Civil Eng.Chris Wood — site review + payment pending per ClickUp

Active Workstreams

Chris WoodCivil engineering · Site review in progress

PrelaunchPrelaunch Checklist - Catawba SC active in ClickUp

Social (Mon)FB: Catawba community groups template

📁 Documents

Fund 2 Jan 2026 Update Fund 2 Dec 2025 Report

New DevelopmentCO PendingCivil Eng. Pending

EOS Vision

Core Values

Humbly Confident · Ritz Carlton Service · Focus & Drive · Blitzscaling · Cooperative · High Agency

10-Year Target

$1B in RE by Jan 2032 · Vertically integrated · GP earns 30% carry after 8% LP preferred return

Fund 2 Share Classes

A-1: Preferred return class · A-2: Equity class · A-3: Hybrid class · Rule 506(b) Reg D

Investor Targets

Entrepreneurs · HNW/UHNW · Accredited investors · Family offices · FAs · FIRE investors

AI Workflow: Vendor Management — Data → LLM → AI Assessment → LangFuse → Supabase → Output → Users

Data Retrieval

Source Data

ClickUpTask history · Vendor tickets · Work orders · Completion dates

Vendor ReportsInvoices · Response times · Quality ratings

ClickUp

Automated pull

Property

LLM Processing

LLM Info

ProcessParse vendor data · Normalize formats · Extract fields

StructureVendor ID · Job type · Cost · Time · Issue flags

ai: parse + structure

AI Assessment — LangFuse Monitored

AI Prompt Compute

EvaluateVendor score · On-time rate · Cost efficiency · Quality

FlagsRisk identification · Pattern detection · Repeat failures

AI Prompt Compute

LangFuse monitoring

Monitoring Layer

LangFuseTrace every LLM call · Token usage · Latency · Error rate

Confidence ScoreQuality gate · Fallback if low confidence

LangFuse

Scoring

Supabase Store

StoreVendor scores · Historical performance · Score timeline

QueryRank by property · Flag underperformers · Trends

Supabase

Score Store

Output

AI Output

Answer Q&ANatural language vendor questions

Track ProgressJob status per property

Identify RiskUnderperforming vendor flags

SummarizeWeekly vendor performance digest

ai: natural language output

End Users

Team & Deal

UsersKevin Leebrick · Carlos · Pat

Gmail

Google Sheets

AccessChat interface · Scheduled report delivery

Kevin Leebrick / Pat

AI Workflow: End-of-Month Report — Trigger → Data Pull → LLM → LangFuse → Supabase → Output → LP Delivery

Trigger — GoHighLevel

Monthly Trigger

ScheduleAuto-fire last business day of month

GHLInitiates data pull per property

ai: GHL scheduled trigger

Hussain (automation)

Data Retrieval

Pull Property Data

SourcesStoredge/Sitelink managerial report · Bank feed · Rent roll · Expense ledger

FieldsRevenue · Expenses · Occupancy % · Collections % · Autopay % · Variance vs. budget

Google Sheets

Automated pull

Deal

Property

LLM Processing

LLM Info

ProcessNormalize data · Calculate KPIs · Flag variances · Anomaly detection

ContextPrior month comparison · YTD tracking · Budget vs. actual

ai: analysis + structuring

AI Assessment — LangFuse

AI Prompt Compute

GeneratePerformance narrative · Risk summary · Action recommendations · Investor-ready language

TemplateBranded Gamma / Rethink report template

AI Prompt Compute

LangFuse monitoring

Monitoring Layer

LangFuseTrace every generation · Quality audit · Hallucination check

ConfidenceLow score → Pat manual review flag before send

LangFuse

Storage

Supabase

StoreReport drafts · Score history · Generated text · Version log

ArchiveAll monthly reports by property

Supabase

Report Store

Output Report

EOM Report Draft

SectionsExec summary · Revenue · Occupancy · Expenses · Variances · Action items

FormatPDF + email body · Branded template

ai: auto-generate report

LP Delivery

LP Investors

DeliveryEmail to all LPs per fund · Per-property distribution list

Team copyPat · Jove · Mary · Arthur Wandzel

Pat reviewApproves before send if confidence low

Gmail

Google Sheets

Pat / Jove / Mary

Hussain's Automation Roadmap — Live · Building Q2 · Planned Q3–Q4 · Future Vision

Owner: Hussain (hussainautomation27@gmail.com) · Built on: GoHighLevel · Zapier · OpenAI Assistants API · dashboard.gammaincome.com 📊 Automations Tracker Sheet 📄 Design Documentation

🟢 LIVE NOW

Running in Production

📋

Vanliner Claim MonitorTracks insurance claim status for Hamshire TX · Automated daily check-in · Already running

💬

ChatGPT Export → Context SyncWeekly: processes ChatGPT exports → extracts business insights → appends to Company Context doc

📈

dashboard.gammaincome.comHussain-built KPI dashboard · Team-facing + LP-facing real-time metrics

⚡

Zapier Workflows (4 active)Zoom→Drive (video + transcript) · Transcript→ChatGPT→Summary · Weekly Intel Brief (Sat 7am) · Backfill/Watcher (daily)

🔧 BUILDING — Q2 2026

Hussain + Jove · Highest priority

🏗️

Construction Intake AgentWatches Pat's texts + WhatsApp + email → creates ClickUp tasks → Jove YES/NO approval → executes. Pat only touches money decisions. Testing on Catawba first, then Rock Hill.

📣

Marketing Automation (30–50 ideas/site)Agentic workflow for all 4 properties: Google Ads, GBP, Facebook, SEO, photos, Apple Maps. Scale marketing without scaling labor cost.

📊

LP Proof DashboardPull accounting data → Capital raised + Revenue YTD + Operating expenses + Net cash flow → Drops into every investor email and pitch. Replaces projections with proof.

🔗

Storedge + Sitelink ScraperAuto-pull occupancy/revenue data from both PMS systems → EOM Report auto-feed → eliminates Friday manual export

📋 PLANNED — Q3–Q4 2026

After construction agent is proven

👥

LP Tiering in GoHighLevelAuto-segment investor contacts by engagement level + capital capacity → route to Kayla for targeted outreach. Replaces manual GHL tagging.

⚠️

Delinquency & Collections AgentMonitor tenant payment status → auto-trigger lien letters, lock instructions, auction scheduling per TX / NC / SC law. Eliminates manual delinquency ladder follow-up.

📧

Monthly LP Update GeneratorPull EOM data → draft email using branded template → Pat reviews → send. Cuts report-to-send time from days to hours.

🔍

Deal Sourcing MonitorWatch LoopNet/CREXI daily → filter by criteria (size, market, price) → surface new matches to Pat. Eliminates manual daily browsing by Andrew + Pat.

🚀 FUTURE VISION

When construction agent is tight and proven

🤖

AI Agents Business (Hussain leads)Help SMBs build agents · Mastermind / consulting revenue stream · Leverages all Rethink automation builds as case studies

🏦

NIL Sponsor Deliverable TrackerAuto-track athlete deliverables → FMV compliance reports for NIL Go · Packages $75K–$175K

📐

Underwriting AgentInput property basics → generate deal model + underwriting memo for Pat's review. Eliminates manual underwriting spreadsheet work.

💡

Top Automation Opportunities IdentifiedVendor scoring · Renewal sequences · Investor accreditation verify · K-1 distribution · Google review response · Social cross-posting · Bank reconciliation

Company Document Library — 40 Google Drive Documents · Click to Open

🏢 Operations & Property Management

Gamma Property Details

Property entities, bank details, and management info spreadsheet

EOM Report — Rethink (USE ME)

Master spreadsheet tracking daily occupancy, highs/lows, and facility KPIs across all properties

Rethink Marketing Strategies SOP

SOPs for local marketing, partner referrals, remote facility management, and Hamshire day-to-day tasks

Tenant Rental Agreement (3.25.2026)

Standard month-to-month tenant lease agreement outlining fees and terms

Protection Plan — Storage Addendum

Addendum offering tenant property loss reimbursement ($10/$16/$27/mo plans)

How to File a Claim

Step-by-step tenant instructions for filing property damage or theft claims

Rethink Self Storage Directory

Directory tracking applicant information, facility details, and managing contacts (BOTG info)

Expansion Business Plan (Hamshire)

Strategic overview: $778K, 150-unit expansion in Hamshire, TX

Carlos — Gate System Quote

Lone Star Access & Gate Systems quote for commercial sliding gate replacement

LiftMaster Gate Operator Quote

Proposal estimate for installing a new LiftMaster commercial gate operator

💰 Financial & Accounting

VERSION 2 — 2024 Bookkeeping (USE ME)

Master spreadsheet for active daily bookkeeping records

2024 Bookkeeping

Financial spreadsheet logging bookkeeping records for 2024 fiscal year

April 2026 — Gamma Income Statements

Truist bank account statement for Gamma Income LLC

Schedule of Real Estate Owned (1.19.2026)

Ledger detailing all real estate owned by Gamma Income entities

SCORECARD

Weekly operational tracker updated for L10 meetings and KPIs

Daily Sales KPI Dashboard

Internal team KPI tool for call center & property managers — revenue, occupancy, move-ins/outs, arrears, insurance attach rate, autopay, and leads by property (live, refreshes daily)

LP Investor Dashboard — dashboard.gammaincome.com

LP-facing monthly investor dashboard for the Rethink Self Storage Fund. Covers Fund 1 (Charlotte & Houston) and Fund 2 (Catawba & Rock Hill). Includes portfolio overview, revenue vs forecast charts, property narratives, KPIs, and move-in/out data. Sent to investors monthly since January 2026.

Self Storage Acquisitions Tracker

Spreadsheet for tracking self-storage property acquisition targets

Property Analysis Ranking

How we analyze properties in similar sub-asset classes and rank them against each other

👥 Investor Relations & Fund

PPM — Rethink Self Storage Fund

Confidential Private Placement Memorandum outlining structural terms and risks

Fund 2 — Partner Schedule

Partnership structures and equity schedules for Rethink Self Storage Fund 2

For Will — Fund 2 Partner Schedule

Specific partner schedule detailing Rethink Self Storage 2 equity arrangements

Monthly Update Template