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Client · CL-001 · T1 Starter

Jiddler's Tipple — discovery complete, delivery in progress.

Unify Shopify + Xero + Mintsoft + Google Sheets + Asana into a central operational layer. Phase 1: Ocado order automation + live stock/inventory dashboard.

Four wins mapped · 45-min discovery

£960/year

MailChimp → EmailOctopus

Candidate swap identified in discovery. Alice's call.

1.5 hr/week

Ocado Tuesday process

Manual four-system copy-paste mapped for end-to-end automation.

70 contacts

Trade-show backlog

CRM + LinkedIn outreach sequence to process the pile.

Sainsbury's

Buyer-meeting briefing pack

Live sales data → one-page pack, ready 10 min before the call.

Current architecture · where data lives today

  • Shopify (DTC — real-time orders)
  • Xero (accounting, API)
  • Mintsoft (3PL — stock in/out)
  • Faire / Ankorstore (wholesale)
  • Asana (task + project)
  • Google Sheets (4 sheets — account mgmt, Tesco, stock, brewery)
  • Gmail (glue)
  • WhatsApp (huge internal + external data store)

Next actions

  1. Get read-only credentials for: Xero, Mintsoft, Shopify, Tesco portal, Ocado Olive, Faire, Ankorstore
  2. Alice visual walkthrough of next Tuesday's Ocado order batch
  3. Draft phase-1 build plan (Ocado flow first)
  4. Compose Jiddler CLAUDE.md template once wins validated

Artefacts

SOUL: ~/Obsidian/Henry/BerlAI/Jiddlers-Architecture-1pager-22Apr.md

CLAUDE.md: Draft pending — will compose after Phase 1 wins validated

Kickoff 22 Apr 08:14 (Alice + Jacob). Four wins mapped: MailChimp → EmailOctopus (£960/yr), Ocado Tuesday process (1.5hr/wk), stock/keg flags, trade-show contacts. Alice on Mon–Thu, Jacob skips Thu.