HOW-TO Library
Procedural SOPs codified from [HOW-TO] Gmail drafts. Each doc is a self-contained
runbook for a specific operational task — read top to bottom, execute in order.
Index
| File | Topic | Effort |
|---|---|---|
| audit-cancel-subscriptions.md | 90-min sweep of recurring charges across all cards · cancel / downgrade / consolidate | ~90 min |
| audit-installment-card-routing.md | Audit which card each installment plan (Affirm / Klarna) is routed to · 9405 vs 0405 | ~30 min |
| bos-sheet-cleanup.md | Three discrete BOS cleanups: test loan removal, mortgage verify, camps data capture | ~60 min |
| build-mom-wholesale-os.md | 3-4 session plan to build Mom's Wholesale OS in Claude Code | ~6 hrs |
| consulting-package-productization.md | 6 sub-deliverables: fee sheet, website one-pager, proposal template, case study, LinkedIn post, intro email | ~6-7 hrs |
| eden-private-github-sweep.md | Flip private repos + scan for leaked secrets / PII / client names | ~30 min |
| file-malca-yenta-delaware-llc.md | File 2 Delaware LLCs · EINs · domains · Mercury bank accounts | ~90 min + state filing wait |
| fix-mis-earnings-penalty-bug.md | Reproduce → localize → fix the earnings penalty bug in MIS | ~60-90 min |
| gmail-delegation-mildred-access.md | Set up Mildred's Gmail delegate access + scoping labels + filters | ~30-45 min |
| gmail-labeling-audit-execution.md | Companion to delegation: 7 filter rules + manual review pass to retroactively label inbox | ~45-60 min |
| hosting-deploy-decision-rule.md | Choose GitHub Pages / Cloudflare Pages / Netlify / Vercel / Supabase without overbuilding or lock-in | ~10 min |
| migrate-chatgpt-to-claude.md | Pull ChatGPT memories + custom instructions + recurring projects → Claude | ~30-45 min |
| monday-pro-decision-setup.md | Decision gate first ($56/mo) · then 3-board workspace setup if Yes | ~90 min if proceeding |
| reusable-engagement-context-prompt.md | Reusable prompt template — paste into any new Claude session to produce an engagement context pack | ~immediate |
| str-reimbursement-ledger.md | Build STR reimbursement tracker for Mildred · 9312 + 9332 reconciliation cadence | ~90 min |
| whatsapp-chat-extraction.md | Per-chat WhatsApp export → context pack pipeline. 60 sec per chat. | ~10 min one-time |
Conventions
- Each HOW-TO has a "Honest answer first" section — read that before committing
- Each ends with a "Done state" — concrete success criteria
- Effort estimates are realistic (not optimistic)
- Originals lived as
[HOW-TO]Gmail drafts before being codified here