[Assistant]
# taxes. do the taxes.

Value: task done
Project: Personal and Health (../../../Projects/Personal%20and%20Health%20168ffa30cf0b80fbac87d31a1f08fe12.md)
Impact: none
moving?: None
Deadline: 04/13/2025
URL: https://mail.google.com/mail/u/bert.mahoney@gmail.com/#inbox
Edited: October 16, 2025 11:19 AM
Status: Archived
Urgency: —None
My Day: No

<aside>
✉ **EDD UI Communications** (noreply_UI@edd.ca.gov) · 30 Mar 2025

Hi JOSEPH,

Based on your income, you may be eligible for the following assistance.

**Free Tax Help**
The [Voluntary Income Tax Assistance (VITA)](https://www.ftb.ca.gov/help/free-tax-help/vita-knowledge-check.asp) program offers free help to file basic income tax returns. It’s managed by the IRS, and you may qualify to have both your federal and state tax returns prepared and filed.

You may also qualify for [CalFile](https://www.ftb.ca.gov/file/ways-to-file/online/calfile/index.asp). This lets you file your California taxes online with the Franchise Tax Board for free.

**Earned Income Tax Credits**
The [federal Earned Income Tax Credit (EITC)](https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit-eitc) is a refundable credit for low-income working individuals and families. To receive it, file a federal tax return and include the EITC form from the Federal Income Tax Return Booklet. Receiving the credit won’t affect certain types of public assistance benefits. This includes Medicaid, Supplemental Nutrition Assistance Program (SNAP), Supplemental Security Income (SSI), low-income housing, or Temporary Assistance for Needy Families (TANF). Learn more at [IRS](https://www.irs.gov/credits-deductions-for-individuals).

The [California Earned Income Tax Credit](https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/index.html) and Young Child Tax Credit are similar to the federal EITC and offer more support for low-income individuals and families. This credit will not affect benefits like Medicaid, SNAP, SSI, or TANF. File a California Income Tax Return, then fill out the Form FTB 3514 and attach it to your tax return to get the credit.

**Foster Youth Tax Credit**
If you’re a current or former foster youth between 18 and 25, and were in foster care at age 13 or older, you may qualify for [this refundable credit](https://www.ftb.ca.gov/file/personal/credits/foster-youth-tax-credit.html). This credit will not affect benefits like Medicaid, SNAP, SSI, or TANF.

We hope these resources are helpful to you.

Thank you,

Employment Development Department
State of California

</aside>

Bert’s Brain in Notion/Databases & Components/Tasks/taxes do the taxes a7ff64739034441780025c401311a4a8.md

taxes. do the taxes.


[Assistant]
# teepublic

Value: Assign
Project: Bert.ForSale (../../../Projects/Bert%20ForSale%20164ffa30cf0b8073978ee2cdb6269ce7.md)
Tags: artwork
Impact: none
moving?: None
URL: https://mail.google.com/mail/u/0/#search/category%3Apromotions+and+label%3Aread
Edited: February 3, 2026 6:21 PM
Status: Backlog
Urgency: ASAP
My Day: No

[View: Sub-Tasks](teepublic/View%20Sub-Tasks%202fcffa30cf0b81fc80b0dd6c282174d5.csv)

Bert’s Brain in Notion/Databases & Components/Tasks/teepublic 73643be084ad4fc6b7e9a25c24127c11.md

teepublic


[Assistant]
# text → audio (clone voice) to Podcast Publishing

Value: Assign
Project: Barely, But Here (../../../Projects/Barely,%20But%20Here%201d9ffa30cf0b80b8a369da9a111e6ad2.md)
Impact: none
moving?: None
Edited: January 23, 2026 7:55 PM
Status: Backlog
My Day: No
Parent task: Voice Clone + Automated Multi-Channel Pipeline (https://www.notion.so/Voice-Clone-Automated-Multi-Channel-Pipeline-2f2ffa30cf0b80a38688d2494103bfac?pvs=21)

Bert’s Brain in Notion/Databases & Components/Tasks/text → audio (clone voice) to Podcast Publishing 2f2ffa30cf0b80bdbb32e85503b855be.md


[Assistant]
# tweak Audacity processing post drop

Value: task done
Project: Bert.ForSale (../../../Projects/Bert%20ForSale%20164ffa30cf0b8073978ee2cdb6269ce7.md)
Effort: task complete
Impact: none
moving?: None
Edited: January 19, 2026 9:06 PM
Status: Archived
Urgency: task finished
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/tweak Audacity processing post drop 1a5ffa30cf0b80a88c28d8507d3952d6.md

tweak Audacity processing post drop


[Assistant]
# visuals

Value: Assign
Project: Justin @ HelloCrate (../../../Projects/Justin%20@%20HelloCrate%201deffa30cf0b80f49ee5c71a279ee3e7.md)
Effort: 2+ hrs_Deep
Impact: Fairly High
moving?: None
Edited: October 14, 2025 1:32 PM
Status: Archived
Urgency: ASAP
My Day: No

- [ ]  1. The strong revenue performance of our prototype location, even without optimization.
- [ ]  2. The potential for significant margin improvement with a more efficient layout and added features.
- [ ]  3. The scalability of our model to drive value in similar properties.

I think we're page number agnostic right now, but below is what we want to be able to add:

- [x]  Crate’s Value Proposition (similar to Slide 4 of the attached Wally’s deck)
- [x]  Investment Structure (content coming soon)
- [x]  Investment Opportunity (content coming soon)
- [ ]  P18—Sources and Uses for a future location (content coming soon)
- [ ]  P27—Traditional vs. Crate unit economics comparison
- [ ]  How Crate can drive value to investment properties
- [ ]  P29—Year-by-year appendix for revenue forecast breakdowns

On slide 7 - target takeaways for the reader -

- [ ]  Actual metrics for location #1
- [ ]  With just a prototype, we're generating $1.8M in annual rev in through rent and then an additional $200K a year in revenue from value add services.
- [ ]  All in, we're at $2M a year in revenue at 21% margins and we aren't even an optimized operation yet.

On Slide 11 -

- [ ]  If you take our actual numbers on site 1 and we apply them to a similar sized building with a more efficient layout and we add climate control, once occupancy is stabilized, we project that we can juice the annual margins about 75% from the margins we have now at location 1.
- [ ]  Service revenue goes down as it's not emphasized as much
1. Removed Original P&L page with New Editable Page allowing you to change the content as needed.
2. New Value Proposition Page — completely editable, AND modify it for nine or less options. Anymore than 9 and this would become far too busy.
3. New Investment Opportunity Page
4. New Investment Structure Page
5. New “rental Revenue” editable page, replacing uneditable graphic
6. New Occupancy Page
7. New Retention Page

Bert’s Brain in Notion/Databases & Components/Tasks/visuals 1f3ffa30cf0b804d9404dbaa7392b64e.md

visuals


[Assistant]
# watch huberman video

Value: Assign
Project: KK (../../../Projects/KK%201f3ffa30cf0b8050b409e619fc1cc525.md)
Impact: none
moving?: None
Edited: October 16, 2025 10:34 AM
Status: Archived
Urgency: —None
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/watch huberman video 1f7ffa30cf0b80199121c70f48f9f150.md

watch huberman video


[Assistant]
# white space on top of page, mobile blog posts

Value: Assign
Project: Bert.ForSale (../../../Projects/Bert%20ForSale%20164ffa30cf0b8073978ee2cdb6269ce7.md)
Effort: ≤ 15 min_Quick
Impact: Fairly High
moving?: None
Edited: January 11, 2026 12:29 PM
Status: Backlog
Urgency: Flexible
My Day: No
Parent task: Master (https://www.notion.so/Master-2e5ffa30cf0b806ea665e9502fcd72ec?pvs=21)

Bert’s Brain in Notion/Databases & Components/Tasks/white space on top of page, mobile blog posts 1c0ffa30cf0b807c91cee27000beff28.md


[Assistant]
# “Install from scratch” guide (no assumptions)

Value: Assign
Project: Audio Pipeline Project (../../../Projects/Audio%20Pipeline%20Project%202e3ffa30cf0b80059c79e0f61417a715.md)
Effort: ~1 hr_Full
Impact: none
moving?: None
Edited: January 11, 2026 12:22 PM
Status: Queued
My Day: No
Parent task: Documentation & Sharing (https://www.notion.so/Documentation-Sharing-2e3ffa30cf0b8085963dfa446cc7c487?pvs=21)

Bert’s Brain in Notion/Databases & Components/Tasks/“Install from scratch” guide (no assumptions) 2e3ffa30cf0b802da368ccdf3c4fbcc0.md


[Assistant]
# • Redesigned slide deck (PPT + PDF)
• Optional: Talk track notes
• Optional: Image/visual asset package

Value: Assign
Project: Justin @ HelloCrate (../../../Projects/Justin%20@%20HelloCrate%201deffa30cf0b80f49ee5c71a279ee3e7.md)
Impact: Fairly High
moving?: None
Edited: October 14, 2025 1:32 PM
Status: Archived
Urgency: ASAP
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/• Redesigned slide deck (PPT + PDF) • Optional Tal 1f5ffa30cf0b8092a105d051e0d7f03b.md

• Redesigned slide deck (PPT + PDF)


[Assistant]
# •	Stay updated on YouTube policy changes and trends.

Value: Assign
Impact: none
moving?: None
Edited: October 16, 2025 10:41 AM
Status: Archived
Urgency: —None
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/• Stay updated on YouTube policy changes and trend 182ffa30cf0b8063be1bdf157db39e6d.md

•	Stay updated on YouTube policy changes and trends.


[Assistant]
# ✅ 7. Final QA & Investor Readiness Check

Value: Assign
Project: Justin @ HelloCrate (../../../Projects/Justin%20@%20HelloCrate%201deffa30cf0b80f49ee5c71a279ee3e7.md)
Effort: ≤ 15 min_Quick
Impact: Average
moving?: None
Edited: October 14, 2025 1:32 PM
Status: Archived
Urgency: ASAP
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/✅ 7 Final QA & Investor Readiness Check 1f3ffa30cf0b807f8965f87ce34372bc.md

✅ 7. Final QA & Investor Readiness Check


[Assistant]
# ✍ 2. Narrative Refinement

Value: Assign
Project: Justin @ HelloCrate (../../../Projects/Justin%20@%20HelloCrate%201deffa30cf0b80f49ee5c71a279ee3e7.md)
Effort: ≤ 15 min_Quick
Impact: Average
moving?: None
Edited: October 16, 2025 10:44 AM
Status: Archived
Urgency: ASAP
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/✍ 2 Narrative Refinement 1f3ffa30cf0b8062b6b3d87770da7f16.md

✍ 2. Narrative Refinement


[Assistant]
# 🌞 Daily Creative + Life Scaffold

Value: task done
Project: Personal and Health (../../../Projects/Personal%20and%20Health%20168ffa30cf0b80fbac87d31a1f08fe12.md)
Effort: task complete
Impact: Average
moving?: None
Edited: January 26, 2026 6:26 PM
Recur Interval: 1
Recur Unit: Day(s)
Days (Only if Set to 1 Day(s)): Friday, Monday, Saturday, Sunday, Thursday, Tuesday, Wednesday
Status: Archived
Urgency: task finished
My Day: No

## 🌄 Morning (7am–10am)

### Wake & Ground (15–30 min)

- [x]  Drink water
- [x]  Sit quietly (meditate, journal, or breathe)
- [x]  No screens

### Body Check-in (15–30 min)

- [x]  Short walk or gentle stretching
- [x]  Music optional

### Creative Activation (1 hour)

- [x]  Paint / record / edit — *just one thing*
- [x]  Progress over perfection

---

## ☀ Midday (10am–2pm)

### Eat Something

- [x]  Even if it's small and easy

### Admin & Upload (1–2 hours)

- [x]  Edit or upload a video
- [x]  Post on socials or reply to comments
- [x]  Work on art store/site setup

### Break + Recharge (30–60 min)

- [ ]  Rest
- [ ]  Music
- [ ]  Lay down — *no guilt*

---

## 🌆 Afternoon/Evening (2pm–7pm)

### Second Creative Block (1 hour)

- [ ]  Continue art or content
- [ ]  Doodle, brainstorm, or refine

### Connection Time (Optional)

- [ ]  Text or call someone
- [ ]  Comment meaningfully on a video

### Plan Tomorrow (10 min)

- [ ]  Choose 1 creative task
- [ ]  Choose 1 admin task

---

## 🌙 Night Wind-Down (7pm onward)

### Wind Down & Unplug

- [ ]  Light journaling
- [ ]  Hot shower or calming audio
- [ ]  Low lights, no screens

Bert’s Brain in Notion/Databases & Components/Tasks/🌞 Daily Creative + Life Scaffold 2b9ffa30cf0b80688e45fa43cffe6a46.md

🌞 Daily Creative + Life Scaffold


[Assistant]
# 🌞 Daily Creative + Life Scaffold

Value: task done
Project: Personal and Health (../../../Projects/Personal%20and%20Health%20168ffa30cf0b80fbac87d31a1f08fe12.md)
Effort: task complete
Impact: none
moving?: None
Description: Canonical: 🌞 Daily Creative + Life Scaffold (https://www.notion.so/Daily-Creative-Life-Scaffold-2b9ffa30cf0b80688e45fa43cffe6a46?pvs=21)
Deadline: 12/01/2025
Edited: January 19, 2026 9:06 PM
Status: Archived
Urgency: task finished
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/🌞 Daily Creative + Life Scaffold 2bdffa30cf0b81f89b4dc7b4163a2b63.md

🌞 Daily Creative + Life Scaffold


[Assistant]
# 🌞 Daily Creative + Life Scaffold

Value: task done
Project: Personal and Health (../../../Projects/Personal%20and%20Health%20168ffa30cf0b80fbac87d31a1f08fe12.md)
Effort: task complete
Impact: none
moving?: None
Description: Canonical: 🌞 Daily Creative + Life Scaffold (https://www.notion.so/Daily-Creative-Life-Scaffold-2b9ffa30cf0b80688e45fa43cffe6a46?pvs=21)
Deadline: 12/04/2025
Edited: January 19, 2026 9:06 PM
Status: Archived
Urgency: task finished
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/🌞 Daily Creative + Life Scaffold 2c0ffa30cf0b813f912cd4af4eaa0190.md

🌞 Daily Creative + Life Scaffold


[Assistant] # Audio-first “radio edit” assembled

Bert’s Brain in Notion/Databases & Components/Tasks/🎬 VIDEO Editing Workflow/Audio-first “radio edit” assembled 2e6ffa30cf0b80c6ac88fcb2e8866683.md

Audio-first “radio edit” assembled


[Assistant] # Calm / grounded moments time-noted

Bert’s Brain in Notion/Databases & Components/Tasks/🎬 VIDEO Editing Workflow/Calm grounded moments time-noted 2e6ffa30cf0b800084c6e00684069100.md

Calm / grounded moments time-noted


[Assistant] # Three video takes reviewed with “feel edit” (no transcripts)

Bert’s Brain in Notion/Databases & Components/Tasks/🎬 VIDEO Editing Workflow/Three video takes reviewed with “feel edit” (no tr 2e6ffa30cf0b80a1b5fbd9b0ee12657b.md

Three video takes reviewed with “feel edit” (no transcripts)


[Assistant]
# 🎬 VIDEO Editing Workflow

Value: 08
Project: Barely, But Here (../../../Projects/Barely,%20But%20Here%201d9ffa30cf0b80b8a369da9a111e6ad2.md)
Effort: 2+ hrs_Deep
Impact: High
moving?: None
Edited: February 1, 2026 4:37 PM
Status: Active
Urgency: ASAP
My Day: No

- Ask AI editor to create a video prompt for a series of short videos/animations that illustrate the text literally, or conceptually depending upon which makes for better understanding.
- Ask AI for
- Highlight themes in video prompt
- Process video prompts
- Download Videos to Post location
- Franken-take assembled (best opening / middle / close)
- Visual edits aligned to audio (no over-tightening)
- Backg
- Final version exported

[Audio-first “radio edit” assembled](https://www.notion.so/Audio-first-radio-edit-assembled-2e6ffa30cf0b80c6ac88fcb2e8866683?pvs=21)

[Calm / grounded moments time-noted](https://www.notion.so/Calm-grounded-moments-time-noted-2e6ffa30cf0b800084c6e00684069100?pvs=21)

[Three video takes reviewed with “feel edit” (no transcripts)](https://www.notion.so/Three-video-takes-reviewed-with-feel-edit-no-transcripts-2e6ffa30cf0b80a1b5fbd9b0ee12657b?pvs=21)

Bert’s Brain in Notion/Databases & Components/Tasks/🎬 VIDEO Editing Workflow 2e6ffa30cf0b80198f99efd16ae883fc.md

🎬 VIDEO Editing Workflow


[Assistant]
# 🎯 Deliverables

Value: Assign
Project: Justin @ HelloCrate (../../../Projects/Justin%20@%20HelloCrate%201deffa30cf0b80f49ee5c71a279ee3e7.md)
Impact: Fairly High
moving?: None
Edited: October 14, 2025 1:32 PM
Status: Archived
Urgency: ASAP
My Day: No

Bert’s Brain in Notion/Databases & Components/Tasks/🎯 Deliverables 1f3ffa30cf0b80d5a1ece10ec356e4da.md

🎯 Deliverables


[Assistant]
# 🔧 1. Discovery & Audit

Value: Assign
Project: Justin @ HelloCrate (../../../Projects/Justin%20@%20HelloCrate%201deffa30cf0b80f49ee5c71a279ee3e7.md)
Effort: ~1 hr_Full
Impact: Fairly High
moving?: None
Edited: January 8, 2026 7:32 PM
Status: Archived
Urgency: ASAP
My Day: No

# Review Notes

---

 (Problem → Solution → Market → Traction → Team → Vision)

Thanks for sharing your deck. Based on a detailed review of the PDF, here’s a **professional-level assessment** across the four core areas: **Storytelling Quality, Investor Appeal, Slide Design, and Action Orientation**.

---

## **🔁 1. Storytelling Quality**

### **✅ Strengths:**

- Clear chronological narrative from launch to growth.
- Founder background lends credibility.
- Strong use of real operational metrics.

### **⚠ Areas to Improve:**

- **Big Picture Missing Early On**: The story begins too granularly. Start with a broader vision or market need to hook interest.
- **Vision Isn’t Explicit**: There’s no single slide summarizing the 5–10 year opportunity. Investors want to see ambition.
- **Transition Slides**: Some sections lack connective narrative – e.g., between historical performance and strategic roadmap.

---

## **💸 2. Investor Appeal**

### **✅ Strengths:**

- Strong retention and occupancy metrics.
- Financial projections and margin improvements are clear.
- Strategic plans (e.g., HVAC retrofit) show capital efficiency.

### **⚠ Areas to Improve:**

- **TAM/SAM/SOM**: There’s no clear quantification of market size.
- **Competitive Positioning**: No competitor comparison or defensibility (why now, why you).
- **Exit Strategy or ROI Model**: Investors want a sense of the upside — not just NOI uplift.

---

## **🎨 3. Slide Design and Clarity**

### **✅ Strengths:**

- Clean, modern layout.
- Effective use of whitespace and emphasis.

### **⚠ Areas to Improve:**

- **Text-Dense Visuals**: Some slides (especially in appendices) have too much small-font text or embedded tables.
- **Data Embedded in Images**: Some charts and data visuals are screenshots; these should be rebuilt natively for clarity and editability.
- **Iconography and Thematic Visuals**: Sparse use of visuals to reinforce themes (e.g., growth, scale, automation, resilience).

---

## **🎯 4. Action Orientation**

### **✅ Strengths:**

- Capex-to-NOI ROI is a great proof point.
- Strategy slides show methodical thinking.

### **⚠ Areas to Improve:**

- **Call to Action Missing**: No slide says, “Here’s what we’re raising, what it funds, and what you get.”
- **Investment Thesis**: Lacking a compelling, direct investor slide like: “Why Invest in Us Now.”

---

## **🛠 Recommendations**

Here’s how to elevate this to **investor-grade**:

1. **Add a high-level “Vision & Market Opportunity” opening slide**
2. **Insert a slide with TAM/SAM/SOM market sizing and pain point articulation**
3. **Add a competitor landscape or differentiation matrix**
4. **Rebuild financial/data slides in editable formats**
5. **Include an “Ask Slide” – how much you’re raising, use of proceeds, projected ROI**
6. **Use new visuals and icons to enhance visual storytelling**
7. **Reinforce scale potential with a roadmap or roll-out timeline**

Would you like help **rebuilding or reworking specific slides** now — or should I help you create the new missing slides first?

Bert’s Brain in Notion/Databases & Components/Tasks/🔧 1 Discovery & Audit 1f3ffa30cf0b807e8f07e5129166d87c.md

🔧 1. Discovery & Audit


[Assistant]
# 🛏 Physical Preparation

Value: Assign
Project: KK (../../../Projects/KK%201f3ffa30cf0b8050b409e619fc1cc525.md)
Impact: none
moving?: None
Edited: October 16, 2025 10:44 AM
Status: Archived
Urgency: —None
My Day: No

- [x]  **Fasting Guidelines**

    Avoid eating or drinking for 4–6 hours before your session to reduce the risk of nausea. However, stay hydrated and consult your provider for specific instructions.

- [x]  **Comfortable Attire**

    Wear loose, comfortable clothing to help you relax during the session. Layers can be beneficial, as body temperature perception may fluctuate.

- [x]  **Transportation Arrangements**

    Plan for someone to accompany you or arrange transportation, as you should not drive post-session due to potential lingering effects.

Bert’s Brain in Notion/Databases & Components/Tasks/🛏 Physical Preparation 1f5ffa30cf0b803dbb72c61aeba37343.md

🛏 Physical Preparation


[Assistant]
# 🧘♀ Enhancing the Therapeutic Environment

Value: 11
Project: KK (../../../Projects/KK%201f3ffa30cf0b8050b409e619fc1cc525.md)
Effort: ~1 hr_Full
Impact: High
moving?: None
Edited: October 16, 2025 10:44 AM
Status: Archived
Urgency: ASAP
My Day: No

- [x]  **Mindfulness Practices**:
Engage in mindfulness or grounding exercises before your session to center yourself.
- [x]  **Familiar Objects**:
Bring personal items that provide comfort, such as a favorite blanket or a meaningful object, to create a sense of safety.
- [x]  **Post-Session Integration**:
Allocate time after each session for reflection. Journaling or discussing insights with a therapist can aid in integrating the experiences into your daily life.

Bert’s Brain in Notion/Databases & Components/Tasks/🧘♀ Enhancing the Therapeutic Environment 1f5ffa30cf0b801ba209cfbe76e58eaa.md


[Assistant]
# 🧠 Mental & Emotional Preparation

Value: 10
Project: KK (../../../Projects/KK%201f3ffa30cf0b8050b409e619fc1cc525.md)
Effort: ~1 hr_Full
Impact: High
moving?: None
Edited: January 8, 2026 7:32 PM
Status: Archived
Urgency: ASAP
My Day: No

- [x]  **Set Clear Intentions**

    Reflect on what you hope to achieve through your therapy. This could include goals like alleviating depressive symptoms, processing specific traumas, or gaining clarity on personal issues. Journaling these intentions can provide a focused direction for your sessions.

- [x]  **Manage Expectations**

    ### Understand that experiences with ketamine can vary. Some sessions may be profound, while others might feel subtle. Embrace each session without rigid expectations, allowing the process to unfold naturally.

- [x]  **Reduce External Stressors**

    In the days leading up to your sessions, minimize exposure to stressful or negative media. Engage in calming activities like meditation, gentle exercise, or nature walks to cultivate a peaceful mindset.

Bert’s Brain in Notion/Databases & Components/Tasks/🧠 Mental & Emotional Preparation 1f5ffa30cf0b8092b842e7f279545897.md

🧠 Mental & Emotional Preparation