Detailed pass. Counts updated 24 August 2026, evening PT. For John and the COO.
FACT is what I paged in the Stories space. Questions live on the plan page (ClickUp comprehensive). No form contents, no emails, no people roster.
Stories is not one thing. It is a writing garden, a Weekly Accounting product backlog, a Phoenix Strategy Group CRM, and an Appendix of old docs. SHK and Digital Brands Group lists are empty.
The map
- Garden: Gift.BrightZen.com, John’s Activities, BrightZen Backlog Board
- Phoenix Strategy Group: PSG Operation, PSG Portfolio Pipeline, PSG Community CRM, PSG UAE List
- SHK Financial: two empty lists
- Digital Brands Group: one empty list
- Start Up Business Engineering (no folder)
- Appendix: no lists. Docs live here.
Garden
BrightZen Backlog Board
263 cards. 26 open, 237 complete.
Open: 4 in progress (Build Weekly Accounting App, Launch FCST Automater, Building Apps.WeeklyAccounting, Hire Two Accountants), 1 this week, 1 on deck, 20 backlog. Last sampled open update 11 November 2022 PT.
FACT: leftover writing and 2022 product. Capture inbox that was never closed.
Gift.BrightZen.com
14 cards. 6 Open, 8 complete. Newest Open is 4 September 2025. One 2022 form closed 23 August 2026 (hygiene).
FACT: leftover inbound. Titles are timestamps.
John’s Activities
1 card. Outline of Outlines. Backlog. Last update 26 February 2023 PT.
FACT: a writing stub.
Start Up Business Engineering
28 cards if you count subtasks (10 parents). 16 still open-type, 12 complete. 2022 Weekly Accounting build. Last motion 20 January 2026: an Inventory card completed here as noise, plus a test2 card.
FACT: leftover product board.
Phoenix Strategy Group
PSG Portfolio Pipeline
912 cards. The bulk of Stories.
Status tally: closed [lost] 486, we pass 213, capital & partnership 80, no show 40, past clients 36, unsubscribed 25, active advisory 12, on hold 4, intro call done 4, proposal sent 3, task complete 3, onboarding 2, active project 2, ready for proposal 1, lead 1.
65 still an open-type status if you include past clients. 29 look live. 847 are done-shaped. Last motion 28 January 2026 PT: three cards marked task complete.
FACT: leftover advisory CRM. Not the weekly factory. I am not listing companies.
PSG Community CRM
25 people cards. 14 invitation granted, 11 attended event (closed late 2022). Last update December 2022.
FACT: leftover event roster.
PSG Operation
29 cards. 4 still open-type (2024 content calendar, monthly newsletter, AngelList, weekly LinkedIn sync). 25 complete. Newest card 14 December 2023 PT.
FACT: leftover PSG ops.
PSG UAE List
Zero.
Empty lists
SHK Backlog, SHK Portfolio Pipeline, Digital Brands Group: zero cards. Folders with no work.
Appendix and docs
Appendix has no lists. It has old writing docs: book notes, founder-story pages, process notes. Garden also holds Zen and the Art of Weekly Accounting, Project Level Up, and a test export doc. PSG has a website doc. The Backlog Board has backlog documentation.
The explainer doc “Stories in Clickup” is still one unfinished page from 20 July 2022: a Princess Bride line, a screen recording, and an empty “Where we have been.”
No posted PQB / STCFO / ClickUp plan in this space.
Writing vs leftover
Writing: Backlog Board, John’s Activities, Garden and Appendix docs, the 2022 explainer.
Leftover CRM: PSG Pipeline (912), Community CRM (25).
Leftover inbound: Gift (14).
Empty lists: SHK, DBG, UAE.
None of this is Operations.
Questions stay on the plan page. Do not clean until those are marked.
ClickUp Genius 24 August 2026