Date: 2026-04-26 (CMO starts 2026-04-27)
Duration: several hours
Outcome: Drive folder cleaned, organized, and populated for new CMO Day 1. ~110 brand assets staged. 6 strategic docs drafted. 18 per-folder _INDEX.md docs. 5 strategic placeholders. 8 follow-up handoffs (5 of which are running now in parallel).
Objective
Take Sam's disorganized "CMO_Onboarding_JoeChoniski" Google Drive folder (84 loose root items, mixed naming, code repos and 3D models accidentally inside, no welcome materials, no brand cheat sheet, no decision authority guidance) and turn it into a polished, well-organized onboarding hub for incoming CMO Joe Choniski. Goal stated by Sam: "I want to wow him with an incredibly polished environment."
What was accomplished
Folder structure
- 19-folder structure (00-17 numbered + zz_Archive + _inbox_from_sam) at root
- Renamed Sam's existing 9 folders to align numbering
- Root contains exactly: runbook, master index Sheet, 19 folders. Nothing else.
- 18 per-folder _INDEX.md docs (one per numbered folder) for navigation
Strategic docs drafted
- 00 — Welcome to Sam Aguiar Injury Lawyers (Joe) — in Sam's voice
- 01 — Decision Authority Matrix (CMO) — full spend authority + escalation
- 02 — How to Work With Sam — comm prefs, cadence, trust signals
- 03 — Asset Library Map — what's where, gaps Sam needs to fill
- 00 — Brand Cheat Sheet (in 03_Brand_and_Legal) — single-page brand reference
- 00 — Kentucky Bar Advertising Rules — Practical Reference (in 16_Compliance_and_Risk) — actual SCR 3.130 cites with 60-second sanity check
- _README — Joe Onboarding Runbook (at root) — navigator for the whole folder
- _Master_Index Google Sheet — folder-by-folder status tracking