Good morning, Verenice 👋
WishWell company overview — live from your database
Active Contract Value
$1.18M
SUHSD $1.08M + Garfield $99.5K
Board-approved · Confirmed
Proposal Pending
$540,977
Garfield HS 26-27 · 6 components
Total Known Pipeline
$1.72M
Active + pending · Update your thinking
Schools Served
24
SUHSD 23 schools + Garfield HS
🎯 CEO Non-Negotiables This Week
Block time. These move the company forward.
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📊 District Pipeline
Active opportunities by stage
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🏢 Department Health — This Week
PR & Marketing
72%
Needs Attention
Sales & BD
88%
On Track
Programs
94%
On Track
Finance
68%
Needs Attention
HR & Team
45%
Underperforming
📈 Revenue — Monthly YTD 2026
Weekly Scorecard
Owner: Ricardo (Richie) Montes Jr. · Strategic Comms & Marketing Manager · Sign off by Friday 4pm
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Track A — PR & Media
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Track B — Digital & CRM
Track A — PR & Media KPIs
KPI
Target
Actual
Status
SOP
Track B — Digital & CRM KPIs
KPI
Target
Actual
Status
SOP
Performance Score & Trends
DISTRICT TRACK A
0%
Underperforming
OVERALL SCORE
0%
Underperforming
COACHING TRACK B
0%
Underperforming
↗ This Week vs Last Week
Pipeline Funnel View
Track activity counts at each stage of all 4 WishWell revenue pipelines · Owner: Richie + Valerie
Track A
District Contracts Pipeline
Enter number of activities/contacts at each stage this week
Track B
1:1 Coaching Pipeline
Enter number of activities/contacts at each stage this week
Track C
Grants & Funding Pipeline
Via WishUWell / 143 Collective fiscal sponsor
Track D
Speaking Opportunities Pipeline
Conferences, PD days, district events — Verenice on stage
Resource & Expert Playbook
Strategic reference — how to execute every PR & marketing function at WishWell
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Case Study Playbook
How to write a WishWell case study that closes district contracts
💼
LinkedIn Content Playbook
5 post types that generate coaching inquiries and district interest
📰
Press & Media Playbook
Get WishWell featured in media that district decision-makers actually read
🎤
Speaking & Events Playbook
How to get Verenice on stages where district buyers are sitting in the audience
✉️
Email & Nurture Playbook
How to build and use an email list that converts into clients and district partners
🔍
SEO Playbook
How to make WishWell findable on Google by district administrators and coaching prospects
🗓️
Weekly Workflow — Richie's 30 Hours
Exactly how the PR & Marketing role should be structured Monday through Friday
History Log
All saved weeks — click any row to view full scorecard details
📋
No history yet
Fill in your weekly scorecard, then click "Save Current Week to History" to archive it.
To-Do List
Weekly task manager for the PR role
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Total Tasks
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Completed
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Remaining
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Overdue
↻ Weekly Non-Negotiables
LinkedIn Content CalendarSOP 8
Loading...COMPANY PAGE — 4 POSTS/WEEK (GOAL)
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Goals & OKRs
Annual + Q2 2026 — PR & Marketing · Owner: Richie Montes
YouTube Analytics
Owner: Luis Barlow → Richie Montes · Update weekly
Total Subscribers
New Subscribers This Week
Total Views This Week
Watch Time (hours)
Avg View Duration (min)
Click-Through Rate (%)
📋 Content Strategy — 4 Video Types
Type 1 — Educational (SEO-driven) · 2x/month
"5 Ways Schools Can [Outcome]" · Ranks on Google & YouTube · Attracts district administrators searching for solutions
Type 2 — Transformation Story · 1x/month
"How [Student/School] Changed After [Program]" · Emotional proof · Converts viewers into coaching clients or district inquiries
Type 3 — Behind the Scenes · 1x/month
"A Day Inside a WishWell Workshop" · Districts want to see the work before they buy · Builds trust
Type 4 — Expert Commentary · 1x/month
Verenice speaks on a hot education topic · Builds authority with district buyers
⚡ YouTube SEO Non-Negotiables
Every title must include a keyword a district administrator or parent would actually search
200+ word description with 3–5 relevant keywords for every video
Custom thumbnail for every video — use Verenice's face (faces increase CTR by up to 38%)
Post a YouTube Short (60 sec) for every long-form video to capture short-form traffic
Respond to every comment within 24 hours for the first week
Pin a comment with CTA and link to wishwellcc.com on every video
Podcast / Spotify Analytics
Owner: Luis Barlow → Richie Montes · Update weekly
Total Followers
New Followers This Week
Total Streams This Week
Avg Consumption Rate
🎙 4 Podcast Episode Types
Type 1 — District Leader Interview
Guest: Superintendent, principal, or SEL coordinator · Guest shares the episode → you reach their network · Soft case study format
Type 2 — Solo Expert Episode
Verenice speaks directly · "The Truth About [Topic] — What Schools Are Getting Wrong" · Highly qualified listeners
Type 3 — Parent/Student Story
"From Struggling to Thriving — [Name]'s Story" · Real transformation with permission · Converts parent listeners into coaching inquiries
Type 4 — Coaching Q&A
"Your Top Questions About [Topic] — Answered" · Naturally leads into coaching inquiries · Listeners self-select as interested
⚡ Why WishWell Needs This Podcast
District admins who listen to a 30-min episode already trust Verenice before the first sales call
One recording = LinkedIn posts + YouTube video + email newsletter + press pitch. Maximum leverage.
No algorithm gatekeeping on Spotify/Apple — every subscriber sees every episode
"The WishWell Conversation" positions WishWell as a category leader, not just a vendor
Launch protocol: Record 6 episodes before going live
📄 Monthly CEO Report
SOP 7 — Saves automatically to database
Month / Period Label
Month Key (YYYY-MM)
1
Key Achievements & Milestones
2
GHL Email Marketing Metrics
Open Rate (%)
CTR (%)
Conversions
List Growth
District Sales Pipeline
Real WishWell contracts · Updated May 2026
Active Contract Value
$1,181,733
2 signed contracts
Largest Contract
$1,082,233
SUHSD · 23 schools · Board approved
Proposal Pending
$540,977
Garfield HS 26-27 · Awaiting sign
Total If Garfield Signs
$1.72M
Your real revenue ceiling this year
📋 Strategic Note — Read This
WishWell is not a $1M company. You have $1.18M in signed contracts right now. The Garfield 26-27 proposal adds another $540K. You need to think and operate at $1.5–2M scale — hiring, systems, and cash flow management must reflect this immediately.
✅ Active Signed Contracts
| Contract | District / School | Services | Value | Year | Schools | Status |
|---|---|---|---|---|---|---|
| SUHSD MOU | Sweetwater Union High School District | 1:1 Coaching, EmpowerMe Groups, Family Circles, Parent Empowerment Workshops, Coffee w/ Principal, Mission-Driven Collaboration | $1,082,233 | 25-26 | 23 schools | Board Approved 5/12/25 |
| Garfield HS Agreement | Garfield High School | Empowerment Coaching & SEL programs | $99,500 | 25-26 | 1 school | Executed |
📄 Active Proposals
| Proposal | School | Components | Value | Year | Status |
|---|---|---|---|---|---|
| Garfield HS — Whole School Transformation | Garfield High School | Individual Coaching & SEL ($125K) · Student Empowerment Groups ($95K) · Student Leadership/W.E.L.L. ($87.5K) · Staff Connection ($83.9K) · Family Engagement ($62.5K) · Systems Coordination ($87K) | $540,977 | 26-27 | Awaiting Signature |
Why Garfield 26-27 matters beyond the $540K
This is a campus-embedded, whole-school model — 36 weeks, 6 service components. If this becomes a template, every new district is a potential $500K+ contract, not a $99K contract. This proposal IS your growth model. Close it and replicate it.
🎯 New District Pipeline (from database)
| District | Service | Value | Stage | Next Action | Decision Date | Owner |
|---|---|---|---|---|---|---|
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Proposals & RFPs
Active proposals being tracked
🎯 Priority Close
Garfield HS 26-27 ($540,977) is your highest-priority close right now. A signed contract here validates the whole-school transformation model and becomes your sales template for every future district.
Active Contracts
Signed and board-approved agreements
| Contract | Value | Year | Schools | Status | Renewal |
|---|---|---|---|---|---|
| SUHSD MOU | $1,082,233 | 25-26 | 23 | Active | Negotiate 26-27 by March 2026 |
| Garfield HS | $99,500 | 25-26 | 1 | Active | Garfield 26-27 proposal pending |
Programs & Delivery
Active programs and delivery tracking
Active Programs
12
Students Served YTD
847
Sessions This Week
6
Deliverables Due
2
| Program | District | Type | Students | Sessions | Status | Next Session |
|---|---|---|---|---|---|---|
| SEL Core Program | San Diego USD | SEL | 142 | 8/12 | On Track | May 5 |
| Family Engagement Workshop | Chula Vista USD | Family | 85 | 3/6 | On Track | May 7 |
| Student Empowerment Coaching | National City SD | Coaching | 32 | 5/10 | Needs Attention | May 6 |
| Mental Health Support | Sweetwater USD | Mental Health | 68 | 6/8 | On Track | May 8 |
Finance Overview
Based on real WishWell contracts · Update actuals as invoiced
Total Contract Value
$1.18M
SUHSD + Garfield 25-26
Garfield Proposal
$540,977
26-27 · Pending signature
Annual Payroll
$319K+
27% of active contract value
Gross Margin Est.
~63%
Before overhead · Strong
💡 Cash Flow Reality for School Districts
Districts pay slowly — often net 30-60 after invoice, sometimes net 90. With $1.18M in contracts, your invoicing cadence and collection process is critical. Claudia owns this per her contract. Make sure invoices go out on delivery milestones, not just at year-end. Ask: how often are you invoicing SUHSD across 23 schools?
💵 Contract Revenue Breakdown
| Contract | Total Value | Payment Structure | Schools | Notes |
|---|---|---|---|---|
| SUHSD MOU 25-26 | $1,082,233 | Per deliverable / milestone | 23 | Board approved 5/12/25 · Up to amount |
| Garfield HS 25-26 | $99,500 | Per agreement terms | 1 | Executed · Current year |
| Garfield HS 26-27 (Proposal) | $540,977 | 6 components · 36 weeks | 1 | Awaiting signature · Close this now |
💵 30/60/90 Day Cash Forecast — Update With Actuals
Next 30 Days
Update
Enter actual invoices due from SUHSD + Garfield
31–60 Days
Update
Based on delivery milestones
61–90 Days
Update
If Garfield 26-27 signs → add $540K
Invoice Tracker — Live from Database
| Invoice # | District | Amount | Due Date | Status | Days Out | Action |
|---|---|---|---|---|---|---|
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HR & Team
Real roster from employment contracts · Updated May 2026
Team Members
8
7 employees + 1 contractor
Est. Payroll (Annual)
$319K+
Before CEO draw
CEO Capacity
Overloaded
Still in operations daily
Open Critical Roles
2
Programs Dir + Grant Writer
⚠ CEO Capacity Warning — This Is the #1 Problem
Claudia Peterson was just upgraded to Operations & Executive Support Manager (Jan 31, 2026) at $30/hr, 30-40 hrs/week. Her contract scope covers: invoicing, payroll, HR admin, school comms, calendars, and executive support. That's your to-do list. If you're still doing these tasks, the system isn't working — not the person. Use this Brain to hand off with accountability.
Team Roster — Live Data
| Name | Role | Type | Rate | Hours/Week | Est. Annual | Capacity | Status |
|---|---|---|---|---|---|---|---|
| Verenice H-H | CEO & Founder | Owner | — | 60+ hrs ⚠ | — | Overloaded | Delegate More |
| Liliana Barron | Director of Coaching | Full-Time | $78.73/hr | Mon–Thu, 6.75 hrs | $110,200 | Normal | Active |
| Claudia Peterson | Operations & Exec Support Mgr | Full-Time | $30.00/hr | 30–40 hrs | ~$62,400 | Ramping Up | Active · Jan 2026 |
| Valerie Ramirez | WishWell Services Manager | Part-Time | $33.00/hr | 20 hrs + events | ~$34,320 | Normal | Active |
| Isabella Jordan | Intake & Office Manager | Part-Time | $22.50/hr | 25–30 hrs | ~$32,175 | Normal | Active |
| Vivian Duarte | Administrative Assistant | Part-Time | $19.00/hr | TBD | ~$19,760 | Unknown | Confirm Hours |
| Ricardo (Richie) Montes Jr. | Strategic Comms & Marketing Mgr | Part-Time | $30.00/hr | 30 hrs/wk | ~$46,800 | Normal | Active · Jan 2026 |
| Luis Barlow | Creative Marketing Manager | Contractor | $2,800/mo flat | Flexible | $33,600 | Normal | Reports to Richie |
| OPEN — Backfill needed | Grant Writer & Development Coordinator | Part-Time | $35.00/hr | 20 hrs/wk | ~$36,400 | — | Must Hire — ROI Role |
🗂 Who Owns What — Accountability Matrix
Derived from employment contracts (Exhibit A). Red = currently falling on Verenice. Fix this.
| Function | Contract Owner | Reality Check | Status |
|---|---|---|---|
| Invoicing & billing to districts | Claudia Peterson | Preparing, sending, tracking all invoices | Executing ✓ |
| Payroll processing | Claudia Peterson | Gusto, timesheets, HR admin | Executing ✓ |
| CEO calendar & email management | Claudia Peterson | Calendar, correspondence, priority tracking | Executing ✓ |
| School-facing communications | Claudia Peterson | Program logistics, district coordination | Executing ✓ |
| Employee onboarding / offboarding | Claudia Peterson | Paperwork, orientation, benefits coordination | Executing ✓ |
| SOP development & systems | Claudia Peterson | Writing, updating, implementing SOPs | Executing ✓ |
| Corporate compliance & filings | Claudia Peterson | Annual reports, licenses, tax filings | Executing ✓ |
| District outreach & lead generation | Valerie Ramirez | Pipeline of leads, follow-up, presentations | Assigned |
| Parent & family consultations | Valerie Ramirez | Community engagement, Family Circles support | Assigned |
| Coaching program delivery | Liliana Barron | 1:1 coaching, school programs, curriculum | Assigned |
| Coach supervision & team development | Liliana Barron | Hiring coaches, onboarding, mentoring | Assigned |
| Client intake & scheduling | Isabella Jordan | Forms, intake, meeting coordination | Assigned |
| PR & communications strategy (overall) | Ricardo (Richie) Montes Jr. | Brand narrative, media, positioning, CEO messaging | Assigned · Jan 2026 |
| Media placements & earned PR | Ricardo (Richie) Montes Jr. | Regional + statewide. KPI: placements per month | Assigned |
| Email marketing strategy & GHL | Ricardo (Richie) Montes Jr. | Segmentation, campaigns, open rate tracking | Assigned |
| Marketing analytics & CEO reporting | Ricardo (Richie) Montes Jr. | Weekly KPI scorecard → signed off every Friday | Assigned |
| Creative direction & Luis oversight | Ricardo (Richie) Montes Jr. | Richie directs Luis on all creative execution | Assigned |
| Social media (3–4 posts/week) | Luis Barlow → Richie | Luis executes, Richie approves strategy | Assigned |
| Website maintenance | Luis Barlow | Events, offerings, landing pages, StanStore | Assigned |
| Email newsletters & GHL campaigns | Luis Barlow → Richie | Luis designs, Richie owns strategy and results | Assigned |
| Grant writing & funder relationships | OPEN — Nobody | WishUWell via 143 Collective fiscal sponsor | Critical Gap |
| Donor development & fundraising | OPEN — Nobody | Grant database, funder reports, campaigns | Critical Gap |
| District sales & contract close | VERENICE | Relationships, proposals, negotiations | CEO Only ✓ |
| Strategic vision & growth | VERENICE | Partnerships, new markets, board/investors | CEO Only ✓ |
Hiring Pipeline — 2 Critical Open Roles
Programs Director
🔴 Critical · Owns all program scaling · Every week empty = Verenice absorbs it
Grant Writer & Development Coordinator
🔴 Revenue role · $35/hr · 20 hrs/wk · WishUWell via 143 Collective · Backfill Veronica McMartin
No one owns grant writing right now. This is leaving $50K–$250K/year on the table.
Additional Program Facilitator
🟡 Medium · Needed when next 2 district contracts close · Target: Aug 2026
Task Management
All departments · Saves to database in real time
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Completed
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In Progress
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Overdue
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SOP Library
WishWell Standard Operating Procedures — Master Reference
May 2026
WishWell Universe — all departments · Everyone sees this
Programs
Sales
Finance
PR & Marketing
HR
CEO / All Hands
Sun
Mon
Tue
Wed
Thu
Fri
Sat
📋 Upcoming Events This Month