Launch Book

1. The plan in 5 lines

From the business plan. Money figures are estimates until real sends report back.

Who paysSmall towns, water systems, nonprofit groups and election candidates with a dated deadline and a real penalty.

What we sellThe paperwork, done for them at a fixed price, in days. They sign and file. A licensed reviewer checks any step that needs judgment.

How we find themPublic lists name who has the problem: EPA violation records, the Illinois late-report list, the IRS exempt-organization file, election candidate lists. Each email carries the buyer's own problem.

Why they say yesThe fine or the loss is bigger than our price, the price fits under their own sign-off limit, and nobody else sells a fixed-price fix at their size.

MoneyBase case about CA$117K by January 31 and about CA$350K in year one. Floor about CA$29K by January if our emails do no better than ordinary cold email. All estimates.

Ready today: 1,933 buyers with a verified address. The plan's January estimate assumes about 6,200 emailed by January 31, so the lists have to keep growing (Ontario boards, the next water states, more nonprofit parents, Ontario candidates after their vote).

2. The desks

Counts come straight from each desk's final send list. Only addresses that passed the email check are on a list. "Held" are buyers we found but cannot email yet.

Desk	Buyer	Deadline	Price	Ready to send	With a backup	Held, and why	Starts
Lead Inventory Desk site preview	US small community water systems (EPA lead service line rule)	Inventory and replacement plan due Nov 1, 2027; grant cut-offs sooner (NC Nov 2, IA Dec 1, MO Dec 31, GA Jan 29)	US$2,900 / 4,900 / 6,900 by size; invoice after delivery, net 30	396 MO 121, NC 79, GA 62, IA 45, 12 more states	54	367: failed the email check (204), Washington publishes no emails (163) Texas, Ohio, Michigan, Pennsylvania and Wisconsin are kept out on purpose: a plan there needs an engineer's stamp	Thu Oct 29 (inboxes warm)
Maple Privacy Desk site preview	Ontario municipalities, then their library, police, school, conservation and health boards	Bill 97 privacy duties start Jan 1, 2027	CA$7,500 readiness pack; extra assessments from CA$1,500; yearly breach report from CA$750; invoice after delivery, net 30	507 348 municipalities, 159 boards	210	172: no address passed the email check (130), no free check yet (34), every form already complete (8) 16 of those waiting for a free check are local boards	Mon Nov 2 (your OK)
Group Exemption Desk site preview	US nonprofit parents with an IRS group exemption (Rev. Proc. 2026-8)	Jan 22, 2027; removal notices must go out by about Dec 23	US$2,500 / 4,500 / 8,000 by chapter count; half on order, half on delivery	289 83 with chapters in two tax categories go first, then 206 with no chapters on file	73	368: no email published (254), no address passed the email check (92), closed or not a group parent (22)	Thu Oct 29 (inboxes warm)
Local Report Desk site preview	Illinois towns, townships and districts on the Comptroller's late-report list	Fines grow every day a fiscal 2025 or later report stays late	Catch-up US$2,000 to 4,500; yearly US$600 to 1,800; invoice after delivery, net 30	376 90 in wave 1 (3 or more late reports) go first	75	80: no address passed the email check (79), no email on file (1)	Thu Oct 29 (inboxes warm)
Campaign Filing Desk site preview	Financial agents of BC local election candidates	Disclosure statement due Jan 15, 2027 (late to Feb 16 with a $500 fee)	CA$450 to 750 a statement; half on order	365 agent addresses covering 377 campaigns in 159 places; wave 1: 59 (agents for 2 or more campaigns, a mayor, or an endorsed candidate)	none by design	87: failed the email check (85), could not be checked (2)	Mon Nov 2 (after the vote)

3. Who gets what

Each organization gets one primary person (who owns the problem) and at most one backup (who signs off). Three emails go to the primary in one thread; the backup gets one short note on day 14, and only if nobody there replied. Shown: the subject and the first two sentences of each email, as one real buyer would get it. Email 1 never has a link; emails 2 and 3 carry the desk's web address.

Lead Inventory Desk

Primary: EPA administrative contact on the system's own record. On the list: EPA administrative contact (396).

Backup: Town manager or mayor, when the town's own site publishes one (day 14 only). On the list: manager (32), mayor (22).

Example below: Town of Beaufort, send order 1, with its real merge values. Personal names and email addresses are taken out; the organization's name stays.

Day 0, first emailto the EPA administrative contact
Paying for the service line inventory at Town of Beaufort
Hi [first name],
EPA's records list all 1,455 service lines at Town of Beaufort as lead status unknown, so your baseline inventory and replacement plan are due November 1, 2027. North Carolina DEQ's lead service line fund pays for inventory work, and disadvantaged systems can get principal forgiveness, which works like a grant.
Day 3, same threadto the EPA administrative contact
Re: Paying for the service line inventory at Town of Beaufort
Hi [first name],
From the public record for Town of Beaufort: 4,452 people served through 4,000 connections. By November 1, 2027, the state needs a baseline inventory of all 1,455 service lines and their connectors, plus a replacement plan, because 1,455 of them are lead, galvanized requiring replacement or unknown.
Day 7, same threadto the EPA administrative contact
Re: Paying for the service line inventory at Town of Beaufort
Hi [first name],
Last note from me on Town of Beaufort. The first inventory deadline was enforced: in 2024, 3,902 public water systems had a violation for missing it.
Day 14, new threadto the Town Manager, only if nobody there replied
Lead service line inventory at Town of Beaufort
Hi [first name],
Two weeks ago I wrote to the administrative contact on EPA's record for your water system about the lead service line inventory and replacement plan due November 1, 2027. I haven't heard back, so I'm checking with you in case it sits with someone else.

Maple Privacy Desk

Primary: Towns: the clerk (else the FOI coordinator or deputy clerk). Boards: the privacy or FOI officer, or the CEO or board secretary we found. On the list: clerk (316), FOI coordinator (61), library CEO (51), CAO (37), others (42).

Backup: Towns: the CAO. Boards: the top official (day 14 only). On the list: CAO (192), director of education (16), medical officer of health (2).

Example below: Municipality of McDougall, send order 1, with its real merge values. Personal names and email addresses are taken out; the organization's name stays.

Day 0, first emailto the clerk
Municipality of McDougall: the notice of collection on your online forms
Hello [first name],
We read three online forms on the Municipality of McDougall website on October 14. None of them gives any of the three parts of the notice of collection that MFIPPA s. 29(2) already requires: the legal authority, the purpose, and a contact's title, business address and phone.
Day 3, same threadto the clerk
Re: Municipality of McDougall: the notice of collection on your online forms
Hello [first name],
A short follow-up. The notice gaps in my last note are already required today.
Day 7, same threadto the clerk
Re: Municipality of McDougall: the notice of collection on your online forms
Hello [first name],
Last note from me. If the Municipality of McDougall would rather not write the January 1 documents in-house, our Bill 97 Readiness Pack does it for a fixed CA$7,500 plus applicable tax, written around your own forms and practices:
Day 14, new threadto the CAO, only if nobody there replied
Municipality of McDougall: online forms and the January 1 privacy duties
Hello [first name],
Two weeks ago I wrote to the Clerk's office with a free check of the public online forms at the Municipality of McDougall: all three forms we read leave out part of the notice of collection the Act already requires. From January 1, 2027, MFIPPA also adds privacy impact assessments and breach reports to the IPC.

Group Exemption Desk

Primary: Executive director or president (else the main inbox on their site). On the list: leader (executive director, president) (148), main inbox on their site (131), finance lead (7), chapter services lead (3).

Backup: CFO or treasurer, else the chapter services lead (day 14 only). On the list: finance lead (60), chapter services lead (13).

Example below: Missouri National Education Association, send order 1, with its real merge values. Personal names and email addresses are taken out; the organization's name stays.

Day 0, first emailto the Executive Director
Group exemption 9312: chapters in more than one 501(c) paragraph
Hi [first name],
The IRS master file lists 187 chapters under your group exemption number 9312: 186 under 501(c)(5) and 1 under 501(c)(8). It can lag your records.
Day 3, same threadto the Executive Director
Re: Group exemption 9312: chapters in more than one 501(c) paragraph
Hi [first name],
In case it is useful, here is the readiness sheet for group exemption 9312 (EIN 43-1005405). It is read from the IRS Exempt Organizations Business Master File on October 13, 2026, which can lag your own records.
Day 7, same threadto the Executive Director
Re: Group exemption 9312: chapters in more than one 501(c) paragraph
Hi [first name],
One last note on group exemption 9312. If removal notices go out after about December 23, the 30-day wait the rule requires runs past January 22.
Day 14, new threadto the Chief Financial Officer, only if nobody there replied
Group exemption 9312: chapters in more than one 501(c) paragraph
Hi [first name],
Two weeks ago I wrote to your executive director about group exemption 9312 and Rev. Proc. 2026-8. I haven't heard back, so I'm checking with you in case it sits with you instead.

Local Report Desk

Primary: CFO or treasurer (else the unit's contact person). On the list: CFO (295), primary contact (47), purchasing agent (14), CEO (14), others (6).

Backup: Mayor, village president or board president (day 14 only). On the list: Mayor (23), President (23), CEO (7), Chairperson (6), others (16).

Example below: Village of Sauk Village, send order 1, with its real merge values. Personal names and email addresses are taken out; the organization's name stays.

Day 0, first emailto the Administrator
Village of Sauk Village and the Comptroller's late list
Hi [first name],
The Illinois Comptroller's late-report list of October 13, 2026 shows Village of Sauk Village behind on annual financial reports for 4 fiscal years from 2022 to 2025 and 20 TIF reports for 5 fiscal years from 2020 to 2024. On the Comptroller's daily fee schedule, the fiscal 2025 report could carry about US$6,570 so far (estimate, before any reduction).
Day 3, same threadto the Administrator
Re: Village of Sauk Village and the Comptroller's late list
Hi [first name],
Catching up is mostly gathering paper on your side. For each late year we need the bank statements, the treasurer's reports or ledger, and the budget or appropriation ordinance.
Day 7, same threadto the Administrator
Re: Village of Sauk Village and the Comptroller's late list
Hi [first name],
Last note from me on this. From fiscal 2027, cities and villages under 1,000 people file an annual financial report each year and need an audit only every 4 years, and only if they run a utility or carry bonded debt (65 ILCS 5/8-8-3).
Day 14, new threadto the Mayor, only if nobody there replied
Village of Sauk Village and the Comptroller's late list
Hi [first name],
Two weeks ago I wrote to your administrator about Village of Sauk Village and the Illinois Comptroller's late-report list. I haven't heard back, so I'm checking with you in case it sits with someone else.

Campaign Filing Desk

Primary: The financial agent, from the Elections BC list. On the list: candidate who is their own agent (326), agent for someone else's campaign (39).

Backup: None: the agent is the only person who files.

Example below: City of Langley, send order 1, with its real merge values. Personal names and email addresses are taken out; the organization's name stays.

Day 0, first emailto the financial agent
City of Langley: the January 15 disclosure statement
Hi [first name],
Elections BC lists you as financial agent for 6 campaigns in the City of Langley. Each one needs a disclosure statement by January 15, 2027.
Day 3, same threadto the financial agent
Re: City of Langley: the January 15 disclosure statement
Hi [first name],
Here is the one-page filing checklist, free for whoever files: campaignfilingdesk.ca/filing-checklist.pdf
If you'd rather hand the statement off, send us the campaign account statements, the receipts and your record of contributions.
Day 7, same threadto the financial agent
Re: City of Langley: the January 15 disclosure statement
Hi [first name],
Last note from me on this. In 2022, 48 candidates still had not filed by the late deadline, and under the Act they were disqualified until after the 2026 elections.

4. Send schedule

Weekdays only, skipping each buyer's public holidays (Nov 11 for US and BC buyers, US Thanksgiving, the year-end days). New first emails ramp up (5 a day for 3 days, 10 to day 7, 20 in week 2, 30 after), never past 15 emails per inbox per day, follow-ups first. The counts assume nobody replies, so they are the most each desk sends. US desks start when the inboxes finish their 14-day warm-up: Thu Oct 29 if bought tomorrow.

Any reply stops itA reply from anyone at an organization stops every email to it. "Stop" goes on the suppression list for good.

2 people, 5 emailsNever more than 2 people or 5 emails per organization. Our sequences use 4 at most.

150 with no replyIf 150 buyers on a desk get emails and nobody replies, rewrite the emails once, then stop that desk.

2 sales = doubleTwo paid jobs on a desk: double its daily volume and build its yearly renewal.

Complaint = pauseAny complaint or spam warning pauses that desk until it is fixed.

CheckpointsNov 21: 3 or more quote requests overall. Dec 15: the first paid job.

Lead Inventory Desk

Starts Thu Oct 29. 6 inboxes, so at most 90 emails a day. Every first email is out by Wed Dec 2; the last follow-up goes Wed Dec 9. North Carolina's 79 systems go first, but the state's grant cut-off is Nov 2, so their grant line must be updated before the first send (the build stops once a quoted date passes).

Week	Sending days	New orgs	Emails	Busiest day
1	Oct 29 to 30	10	10	5
2	Nov 2 to 6	70	110	35
3	Nov 9 to 13	100	264	82
4	Nov 16 to 20	119	351	90
5	Nov 23 to 25	60	218	90
6	Nov 30 to Dec 4	37	245	90
7	Dec 7 to 9	0	44	30

Maple Privacy Desk

Starts Mon Nov 2. 3 inboxes, so at most 45 emails a day. Every first email is out by Fri Jan 8; the last follow-up goes Thu Jan 21. New institutions per week come from the send list (25, 50, 60, 60, 60, 60, 60, 60, 60, 12); library and police boards go the week after their town. With 6 inboxes every first email would be out by Tue Dec 8.

Week	Sending days	New orgs	Emails	Busiest day
1	Nov 2 to 6	25	35	10
2	Nov 9 to 13	50	110	30
3	Nov 16 to 20	60	173	45
4	Nov 23 to 27	60	202	45
5	Nov 30 to Dec 4	54	209	45
6	Dec 7 to 11	66	207	45
7	Dec 14 to 18	60	210	45
8	Dec 21 to 23	36	130	45
9	Dec 29 to 30	0	90	45
10	Jan 4 to 8	96	187	45
11	Jan 11 to 15	0	152	45
12	Jan 19 to 21	0	26	14

Group Exemption Desk

Starts Thu Oct 29. 6 inboxes, so at most 90 emails a day. Every first email is out by Fri Nov 20; the last follow-up goes Thu Dec 3.

Week	Sending days	New orgs	Emails	Busiest day
1	Oct 29 to 30	10	10	5
2	Nov 2 to 6	70	110	35
3	Nov 9 to 13	100	265	83
4	Nov 16 to 20	109	327	90
5	Nov 23 to 25	0	153	85
6	Nov 30 to Dec 3	0	75	57

Local Report Desk

Starts Thu Oct 29. 3 inboxes, so at most 45 emails a day. Every first email is out by Fri Dec 11; the last follow-up goes Mon Dec 28.

Week	Sending days	New orgs	Emails	Busiest day
1	Oct 29 to 30	10	10	5
2	Nov 2 to 6	70	108	34
3	Nov 9 to 13	39	177	45
4	Nov 16 to 20	99	211	45
5	Nov 23 to 25	10	135	45
6	Nov 30 to Dec 4	114	209	45
7	Dec 7 to 11	34	221	45
8	Dec 14 to 18	0	95	32
9	Dec 28	0	1	1

Campaign Filing Desk

Starts Mon Nov 2. 3 inboxes, so at most 45 emails a day. Every first email is out by Fri Dec 11; the last follow-up goes Fri Dec 18.

Week	Sending days	New orgs	Emails	Busiest day
1	Nov 2 to 6	35	45	15
2	Nov 9 to 13	65	160	45
3	Nov 16 to 20	90	210	45
4	Nov 23 to 27	60	215	45
5	Nov 30 to Dec 4	90	225	45
6	Dec 7 to 11	25	190	45
7	Dec 14 to 18	0	50	25

5. The free checks and PDFs

Every first email opens with the buyer's own problem from public records. The one-page PDF goes when they reply "yes". These are real examples (public data only); the rest are built in seconds on demand.

Lead Inventory Desk

A one-page snapshot of their own system from EPA records: lines by status, what is due by Nov 1, 2027, the state money that can pay for it, and their fixed price. It goes when they reply "yes".

Maple Privacy Desk

A one-page check of their own public online forms: which parts of the notice of collection each form leaves out, plus three website checks. It goes when they reply "yes".

Group Exemption Desk

A one-page readiness sheet from the IRS master file: chapters by tax category, which step of the new rule applies to them, their dates and their price. Email 2 carries the same facts in the text.

Local Report Desk

A one-page statement of each late report on the Comptroller's list: days late, the fee estimate so far and what catching up takes. It goes when they reply "yes".

Campaign Filing Desk

A free one-page filing checklist for financial agents. It goes when they reply "yes", and email 2 links it on the desk site.

Free one-page filing checklistPDF

6. When someone replies

The reply kit covers all five desks. Trejon answers routine replies within hours, copies you on every reply thread, and quotes only at the published price. Anything off-script comes to you.

Step by step

A question. Ready answers per desk: who reviews the work, how long it takes, references, insurance, where records are kept, "you're Canadian?", presenting to council, how to pay, rule changes.
A quote request. A one-page quote at the published price, with the service agreement. An off-range price needs your yes.
They accept (reply "yes" or a purchase order). Send the desk's intake checklist: exactly what we need, the logins we never ask for, who signs. Group and Campaign get the first-half invoice.
Work starts. We tell the buyer in writing. Maple and Group jobs need a signed reviewer job sheet first.
Delivery. The work, then the invoice (net 30) or the second-half invoice. US invoices carry the signed W-8BEN-E.

What is in the kit

Quote: one page per desk with scope, price, exclusions, who does what, payment terms, 30 days valid.
Service agreement: master terms plus one schedule per desk. Lawyer review before first use.
Invoice: after delivery (Maple, Lead, Local) or in two halves (Group, Campaign); US dollars for US buyers.
Intake checklists: what each desk needs from the buyer to start.
FAQ answers: ready replies to the common questions, per desk.
Reviewer contract: per-job terms and sign-off for the licensed reviewer. Lawyer review before first use.
W-8BEN-E sheet: the values the company enters for US payers, for you to confirm and sign.

Example quotes

Fictional buyers; they still show the address and payment placeholders on purpose.

Example invoices

7. After they pay

The templates each desk works from. Every client file says "prepared for your review and filing"; the client signs and files, and we give no legal or accounting advice.

Lead Inventory Desk

Baseline inventory in a fill-in sheet, every line and connectorpack-water/baseline-inventory-template.csv
Column guide for that sheet, tied to the rule textpack-water/baseline-inventory-guide.md
Replacement plan outline with Section 1 draftedpack-water/replacement-plan-outline-and-section-1.md
Customer notice letter for lines of unknown materialpack-water/notice-letter-lead-status-unknown.md
The November 2027 checklist (source of the free PDF)pack-water/checklist-november-2027.html

Maple Privacy Desk

Privacy impact assessment template, all ten required pointspack-privacy/pia-template.md
Breach decision guide: real risk of significant harmpack-privacy/breach-rrosh-decision-guide.md
Safeguards policy summary and registerpack-privacy/safeguards-register.md
Bill 97 readiness checklist (source of the free PDF)pack-privacy/checklist-source.html

Not templated yet, though the pack promises them: the breach response protocol, notice templates for the IPC and the people affected, the breach log, the personal information inventory and the council and staff briefings.

Group Exemption Desk

Form 15644 worked through item by item, judgment calls flagged for the reviewerpack-irs/delivery/form-15644-worksheet.md
Chapter roster: keep, remove, add or fix, with the evidence for eachpack-irs/delivery/chapter-roster.csv
Yearly letter to each chapter and the form it returnspack-irs/delivery/affiliation-supervision-letter.md
30-day notice to a chapter being removedpack-irs/delivery/removal-notice-letter.md
Notice after the removal, with the chapter's optionspack-irs/delivery/removal-confirmation-letter.md
Board resolution for the client's own attorney to adaptpack-irs/delivery/board-resolution.md
Dates counted back from Jan 22, 2027 (last notices Dec 9 recommended)pack-irs/delivery/timeline.md
Reviewer sign-off: 12 judgment calls with the rule for eachpack-irs/delivery/reviewer-checklist.md

Local Report Desk

Which form each unit type files and every screen of itpack-illinois/delivery/afr-form-guide.md
Email asking the unit for its records, year by yearpack-illinois/delivery/records-request.md
181-line worksheet: every figure, its source record and the checkspack-illinois/delivery/afr-worksheet.csv
Step-by-step filing guide for the unit's officerpack-illinois/delivery/filing-guide.md
Fee reduction letter the unit sends after filingpack-illinois/delivery/fine-reduction-request.md
The fiscal 2027 "drop your audit" note and board packetpack-illinois/delivery/fy2027-audit-in-lieu.md

Campaign Filing Desk

3-page working sheet: records in, bank tie-out, every form with cross-checks, questions for the agent, filing stepspack-campaign/delivery-worksheet.html

Delivery worksheet (3 pages)PDF

8. What to buy

All on new accounts in 1414618 B.C. Ltd.'s name, never the main Google Workspace and never the Cherry Shot accounts. Every domain below was still free on October 14. You buy; Trejon connects everything and starts the warm-up the same day.

US$238.31

first month, everything required

US$122.50

a month after that

What	Where	Exact names	Cost
5 site domains	Spaceship, new account in 1414618 B.C. Ltd.'s name	leadinventorydesk.com (Lead Inventory Desk) mapleprivacydesk.ca (Maple Privacy Desk) groupexemptiondesk.com (Group Exemption Desk) localreportdesk.com (Local Report Desk) campaignfilingdesk.ca (Campaign Filing Desk)	US$45.88 for the first year (.com US$8.88 plus the US$0.20 ICANN fee; .ca US$9.32). Point each at Cloudflare; hello@ forwards by Cloudflare Email Routing (free).
7 sending domains	CheapInboxes, a NEW account in the company's name (never the Cherry Shot one)	leadinventorydeskhq.com (Lead Inventory Desk) theleadinventorydesk.com (Lead Inventory Desk) mapleprivacydesk.com (Maple Privacy Desk) groupexemptiondeskhq.com (Group Exemption Desk) thegroupexemptiondesk.com (Group Exemption Desk) localreportdeskhq.com (Local Report Desk) campaignfilingdesk.com (Campaign Filing Desk)	US$9.99 each: US$69.93
21 Google inboxes	Same CheapInboxes account; each sending domain gets its own separate Workspace	3 per sending domain: Lead and Group 6 each, Maple, Local and Campaign 3 each	US$3.50 each a month: US$73.50 a month
The sender	CheapSequencer Growth	Sends every desk's sequence; also takes Cherry Reach and Envoy after Instantly ends Oct 20	US$49.00 a month
Optional: Maple's 2nd sending domain	CheapInboxes	mapleprivacydeskhq.com (free in whois today) and 3 more inboxes	US$9.99 once plus US$10.50 a month
Optional: pre-warmed inboxes	InboxKit Prewarm (aged domains, already warmed)	Lets the US desks send within days instead of waiting 14 days for warm-up	About US$6 to 9 a mailbox by how long it was warmed, plus about US$15 a .com transfer (their page, Oct 13). Trejon confirms the total with you before any order.
Already paid	CheapVerifier credits, the Claude plan	Address checks for every list	US$0 more

9. Waiting on you

Every open decision, the first three before anything can be sent. Each has Trejon's recommendation; a "yes" to it is enough.

Blocks the first send
The buys in section 8
Trejon recommends: Buy today on new accounts in 1414618 B.C. Ltd.'s name: about US$238.31 now, then about US$122.50 a month. The US desks start the day warm-up ends (Thu Oct 29 if bought tomorrow); each day of delay moves that a day.
Blocks the first send
The mailing address for every email footer, quote and invoice (the law needs one)
Trejon recommends: A mailbox address in the company's name rather than your home: it will be printed on thousands of cold emails and on every quote and invoice.
Blocks the first send
Approve each desk's first email once (section 3)
Trejon recommends: Approve all five as written. Trejon then sends every weekday within this plan and brings you anything off-plan.
Blocks Maple
Maple's start date and 6 inboxes
Trejon recommends: Start Monday Nov 2 (clerks run the Oct 26 vote and recounts) and give Maple 6 inboxes on 2 sending domains: all 507 institutions then get email 1 by Tue Dec 8 instead of Fri Jan 8, before the Jan 1 date. Trejon makes email 3's Nov 30 quote date rolling either way.
Speeds the US desks
Pre-warmed inboxes for the first 2 weeks (bead trejon-2t73)
Trejon recommends: Yes, for the three US desks, as you asked on Oct 13 ("cannot wait 14 days"); Trejon sizes the order and confirms the cost with you first.
Side shot
Say "send" for the 5 BC village accessibility emails
Trejon recommends: Send them this week: Salmo, Cache Creek, Lions Bay, Lytton and Belcarra, CA$4,900 each, from your mailbox. Nothing else waits on them.
Blocks the first invoice
Bank details: a CAD account for EFT and cheques, and a USD account that receives ACH
Trejon recommends: Open the USD account in the company's name before Nov 1 (Wise Business gives US account details; check ACH at sign-up). Group Exemption takes half on order, so US money can come in the first weeks.
Blocks the first invoice
Card payments: yes or no
Trejon recommends: Yes, only for the two half-on-order desks (Group, Campaign), with a processor in 1414618 B.C. Ltd.'s name. Public bodies stay on invoice.
Blocks the first quote
Lawyer review of the service agreement and the reviewer contract (cost not quoted yet)
Trejon recommends: Let Trejon ask two BC business lawyers for a flat fee for both templates now; you approve the cost before anything is booked.
Blocks Maple, Group and Lead orders
Go to contact reviewer candidates
Trejon recommends: Yes: Trejon contacts three candidates per desk (a certified privacy professional; an exempt-organization attorney, who can also check the chapter letters; a water-industry reviewer) and you approve each before signing.
Blocks the first paid job
Go to ask brokers for E&O insurance quotes
Trejon recommends: Yes: two or three quotes now (about CA$900 to 3,000 a year all in, estimate); you pick one before the first contract.
Blocks the first paid job
Provider list and the W-8BEN-E values
Trejon recommends: Confirm the list Trejon drafts of where client files live (email, file storage, drafting software, server) and sign the W-8BEN-E after checking its values.
Before the first Group quote
Group Exemption prices and the half-on-order term (drafts)
Trejon recommends: Approve as drafted: US$2,500 / 4,500 / 8,000 by chapter count, half on order.
Campaign desk
Elections BC's 2026 candidate guide discourages using AI to prepare these filings (bead trejon-mb9q)
Trejon recommends: Hold the Campaign desk until the other desks show replies, or run it only with a human bookkeeper checking every pack. The Ontario auditor tier is not sold until a licensed public accountant is lined up.
Can wait
Live council or board video appearances: yes or no
Trejon recommends: No for now: written answers within hours; a call only on a big deal, inside your 11 AM to 3 AM hours.
Can wait
The five Lead desk states kept out (Texas, Ohio, Michigan, Pennsylvania, Wisconsin)
Trejon recommends: Keep them out: a plan there needs an engineer's stamp.