P0Waiting on Erren
Confirm Substack publication URL/status
Needed before import and transition planning
Decision needed
Substack Migration
One contained place for the project: database holds the truth, this dashboard makes it readable, Slack keeps us moving.
Today: only look here first
P0Not Started
Export all ConvertKit subscribers
Preserve complete archive before account closes
Blocked by: ConvertKit access
P0Not Started
Export active subscribers
Primary import audience for Substack
Blocked by: ConvertKit access
Next tiny step
Pick one P0 item that is not blocked. If it requires Erren, ask for one screenshot or one yes/no decision — not the whole project.
Rule: no giant lists unless Erren asks. One screen, one action, then breathe.
Waiting on Erren
P0Waiting on Erren
Confirm Substack publication URL/status
Needed before import and transition planning
Decision needed
P0Not Started
Decide temporary popup replacement approach
Fast reliable replacement first; prettier later
Blocked by: Popup inventory
Decision needed
P0Waiting on Erren
Identify lead magnets/freebies
Need to preserve promised delivery
Decision needed
P0Blocked
Import active subscribers into Substack
Verify subscriber count after import
Blocked by: Clean CSV + Substack access
Decision needed
P1Not Started
Draft transition email
Erren approves before send
Blocked by: Substack setup
Decision needed
P1Blocked
Decide continue/pause/retire email types
Protect ongoing email cadence
Blocked by: Email inventory
Decision needed
Blocked / needs access
P0Not Started
Export all ConvertKit subscribers
Preserve complete archive before account closes
Blocked by: ConvertKit access
P0Not Started
Export active subscribers
Primary import audience for Substack
Blocked by: ConvertKit access
P0Not Started
Export unsubscribed/bounced/suppressed contacts
Do not import; archive for compliance
Blocked by: ConvertKit access
P0Blocked
Inventory ConvertKit forms and popups
Find every live signup capture point
Blocked by: Screenshots/access
P0Blocked
Identify Erren's Kitchen popup source
Need to know if Kit/Grow/OptinMonster/plugin/custom
Blocked by: Website/plugin info
P0Not Started
Decide temporary popup replacement approach
Fast reliable replacement first; prettier later
Blocked by: Popup inventory
Decision needed
Project map
Archive
1 tasks · 0 blocked · 0 decisions
Automations + Funnels
2 tasks · 2 blocked · 0 decisions
Email Operations
4 tasks · 3 blocked · 3 decisions
Final Safety Pass
1 tasks · 0 blocked · 0 decisions
Forms + Popups
3 tasks · 2 blocked · 1 decisions
Lead Magnets
1 tasks · 0 blocked · 1 decisions
Subscriber Data
4 tasks · 1 blocked · 0 decisions
Substack Setup
3 tasks · 2 blocked · 2 decisions
Website Cutover
1 tasks · 1 blocked · 0 decisions
All active tasks
| Task | Workstream | Status | Owner | Blocked by |
|---|---|---|---|---|
| Confirm Substack publication URL/status | Substack Setup | Waiting on Erren | Erren | |
| Export all ConvertKit subscribers | Subscriber Data | Not Started | Erren/Assistant | ConvertKit access |
| Export active subscribers | Subscriber Data | Not Started | Erren/Assistant | ConvertKit access |
| Export unsubscribed/bounced/suppressed contacts | Subscriber Data | Not Started | Erren/Assistant | ConvertKit access |
| Inventory ConvertKit forms and popups | Forms + Popups | Blocked | Michael/Assistant | Screenshots/access |
| Identify Erren's Kitchen popup source | Forms + Popups | Blocked | Michael/Wayne | Website/plugin info |
| Decide temporary popup replacement approach | Forms + Popups | Not Started | Erren with Michael recommendation | Popup inventory |
| Inventory ConvertKit sequences | Automations + Funnels | Blocked | Michael/Assistant | Screenshots/access |
| Inventory ConvertKit automations | Automations + Funnels | Blocked | Michael/Assistant | Screenshots/access |
| Identify lead magnets/freebies | Lead Magnets | Waiting on Erren | Erren/Assistant | |
| Clean Substack import CSV | Subscriber Data | Blocked | Michael/Assistant | Exports |
| Import active subscribers into Substack | Substack Setup | Blocked | Erren/Michael | Clean CSV + Substack access |
| Send test Substack email | Substack Setup | Blocked | Erren/Michael | Substack setup |
| Draft transition email | Email Operations | Not Started | Michael | Substack setup |
| Inventory non-lead-magnet emails | Email Operations | Blocked | Michael/Assistant | Examples/screenshots |
| Decide continue/pause/retire email types | Email Operations | Blocked | Erren | Email inventory |
| Create minimum June email process | Email Operations | Blocked | Michael/Assistant | Continue/pause/retire decisions |
| Final ConvertKit export/delta check | Final Safety Pass | Not Started | Michael/Assistant | Prior exports |
| Verify no active site forms point to ConvertKit | Website Cutover | Blocked | Michael/Wayne | Website access/inventory |
| Archive ConvertKit screenshots/assets | Archive | Not Started | Assistant | Access/screenshots |
Copy-ready Slack check-in
Open decisions
| Decision | Status | Owner |
|---|---|---|
| Which Substack publication receives subscribers? | Open | Erren |
| Is this migration for Erren's Kitchen only or also Dinner Handled? | Open | Erren |
| Should imported subscribers receive automatic notification or planned transition email only? | Open | Erren |
| Which lead magnets/freebies must continue immediately? | Open | Erren |
| Is a temporary simple signup form acceptable before prettier popup rebuild? | Open | Erren |
| Which ConvertKit funnels are business-critical before June 1? | Open | Erren |
| Which regular non-lead-magnet emails continue/pause/retire? | Open | Erren |
| Who approves/sends regular emails after assistant handoff? | Open | Erren |