9 AGENTS• $175K PIPELINE• 4,434 FILES
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CPM Consults

Chef Patrick Merheb — Executive OS
Systems Online
PM

Chef Patrick Merheb

AI-Augmented Hospitality Architect • CPM Consults

COWORK GMAIL CALENDAR LEBANON GCC
—
COLLECTED
—
ACTIVE
—
OUTSTANDING
—
PIPELINE
/
Overview
Pipeline
Gaps
Roadmap
Schedule
Clients
Skills
Outstanding by Project
Risk Assessment
Pipeline
Project Roadmap
Upcoming Milestones
Project Timeline
Client Roster
Agent Skills Library

Click a skill to copy the slash command. Use it in Claude Code to activate.

PM
CHEF PATRICK MERHEB
CPM Consults — Executive OS
COWORK GMAIL CALENDAR REFRESH
LIVE METRICS
COLLECTED
$283K
confirmed revenue
PIPELINE
$189K
3 deals
OUTSTANDING
$189K
11 clients
ACTIVE
14
projects
COMMAND CENTER
⚡
PRIORITY QUEUE
—
open actions
📋
PROJECTS
67
in database
📈
LEADS PIPELINE
9
active deals
💰
REVENUE
$259K
tracked
📝
PROPOSALS
0
drafts
🚨
RISK RADAR
—
alerts
🎯
TODAY FOCUS
—
tasks
👥
CLIENT CRM
109+
contacts
🗒
ROADMAP
—
phase tracker
QUICK ACTIONS
🧾
INVOICE
📄
QUOTATION
📝
CONTRACT
📋
TRIAGE
💾
BACKUP
📄
MASTERS
ENGINES
💰
FINANCE
📈
PIPELINE
🔒
ALIGN
🟈
FORGE
📥
COLLECTIONS
🍳
RECIPE

—

×
EXECUTION QUEUE
DO THIS NOW
0 ITEMS
EXECUTIVE SUMMARY
COMMAND CENTER
PRIORITY QUEUE
TOP 10
REVENUE PULSE
LIVE
RISK RADAR
0 ALERTS
PROJECT COMMAND TABLE
0 PROJECTS
PROJECT STAGE FILES CTR QTE MENU PAID OWED DELIV DOCS SCORE NEXT ACTION
MONEY COLLECTION FOCUS
SYSTEM STATUS
DETAILED MODULES
⚡ FOLLOW-UP DUE
LEADS PIPELINE
— DEALS
— PIPELINE
—
HOT/URGENT
—
WEIGHTED
Loading pipeline...
PROPOSAL LAB
0 PROPOSALS
$0 DRAFTED
RECENT
No proposals generated yet. Hit BUILD PROPOSAL to create your first one.
0
DRAFTS
0
SENT
0
ACCEPTED
REVENUE
TRACKED
$383,262
ALL-TIME COLLECTED REVENUE
📈 OPEN REVENUE TRACKER 🍳 RECIPE VAULT
PIPELINE
8 DEALS
NAS PROJECT
$80K NEGOTIATION
SALLY RESTAURANT
$25K PROPOSAL SENT
RONY WEEK 2
$5K IN PROGRESS
THE BARNYARD
$25K PROPOSAL SENT
PRIME CUTS
$22K CONTRACT REVIEW
OMNIA
$18K DISCOVERY
SERGE KHOURY
TBD LEAD
ALEY FOOD HALL
TBD DISCOVERY
AGENTS
14 RUNNING
☀ MORNING BRIEF
DAILY 8:00 AM
✉ INBOX TRIAGE
10AM / 1PM / 4PM / 7PM
🔔 FOLLOW-UP NUDGER
WEEKDAYS 2:00 PM
🌙 END OF DAY
WEEKDAYS 7:00 PM
📈 PIPELINE HEALTH
MONDAYS 8:30 AM
📋 WEEKLY REVIEW
FRIDAYS 4:00 PM
🔄 DASHBOARD REFRESH
DAILY 9:00 AM
💾 SESSION SAVER
WEEKDAYS 7:30 PM
📂 AUTO-SORTER
EVERY 2 HOURS
💰 MONTHLY P&L
1ST OF MONTH 9:00 AM
👥 CRM REFRESH
MONDAYS 6:00 AM
💬 COMMS LOGGER
WEEKDAYS 8:00 PM
🛡 BACKUP CHECK
DAILY 9:00 PM
👁 FILE WATCHER
REAL-TIME (LOCAL)
MONTHLY REVENUE — 2023–2024
$0
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TOP CLIENTS
BY REVENUE
CLIENTREVENUE
Mezzeco SAS$17,554
Omnia$10,500
The Barnyard$10,500
Mersal$10K
Sheikh El Meshwe$9,750
La Mezzeterie$9K
Le Petit Café$7,500
Steak Bar Sushi$7,500
Lunatic$6K
Das Kuche$6K
VAULT
SYNCED
00_DROP-ZONE — auto-sort inbox
01_EXECUTIVE — 0 files
02_CAPITAL — 0 files — accounting, suppliers, revenue tracker
03_DEALS — 0 files — contracts, CRM, negotiations
04_PROJECTS — 91 active / 112 total projects
05_CONTENT — social media, brand
06_MEMORY — knowledge base, system state
07_SYSTEM — 16 scripts, BLADE-ENGINE
99_ARCHIVE — legacy preserved
TOOLS
CONNECTED
✉
GMAIL
LIVE
📅
CALENDAR
LIVE
📁
VAULT
LIVE
💰
REVENUE
TRACKER
👥
CRM
99+ CLIENTS
📈
P&L
EXPENSES
📊
PIPELINE
RUN CHECK
📋
PROJECTS
RUN STATUS
🔔
FOLLOW-UPS
RUN CHECK
🍳
RECIPES
234 FILES
📋
PROJECTS
ALL CLIENTS
+
NEW CLIENT
ONBOARD
PENDING
35 TASKS
[FINANCE] Invoice #INV-2026-003 due
[FINANCE] NAS Project proposal
[FINANCE] Prime Cuts contract review
[SYSTEM] SETUP-CONTENT-SCHEDULER.bat needs Admin run
[FINANCE] REVENUE-TRACKER.xlsx — add NAS + Prime Cuts
[SYSTEM] DASHBOARD-DATA.xlsx missing or empty
[SUPPLIER] No supplier: Add vinegar, beef stock, capers, oregano,
[FINANCE] Q2 content calendar
AUTOMATION CONSOLE
20 SCRIPTS READY
🌅
Morning Brief
H-09 · daily brief + priorities
RUN
📋
Project Status
Traffic light · all active projects
RUN
👥
Client Follow-Up
Who needs outreach now
RUN
📋
Project Triage
Classify all projects one by one
TRIAGE
📥
Hold Zone
Untriaged projects waiting for intake
INTAKE
💰
Financial Activation
Invoice, collect, track revenue
FINANCE
📈
Pipeline Engine
Deal flow, conversion, stage actions
PIPELINE
📊
Pipeline Health
Deal stage analysis + stalls
RUN
📅
Content Calendar
Generate 7-day social plan
RUN
🔄
Weekly Review
H-10 · full weekly report
RUN
👤
New Client
Create CRM + project folder
CONFIG
✍️
Draft Proposal
Full proposal .md from CRM
CONFIG
📄
Generate Invoice
Create .xlsx invoice
FORM
📑
Generate Quotation
Create .docx quotation
FORM
📝
Generate Contract
Create service agreement
FORM
🍽️
Recipe Sheet
Create .xlsx costing sheet
FORM
🔔
Deal Nudge
Flag stale deals · draft check-ins
RUN
💰
Weekly P&L
Revenue + pipeline snapshot
RUN
📱
Content Brief
Instagram briefs for active clients
RUN
⚙️
Engine Folder
All 20 scripts · browse
OPEN
🎯
Skill Library
15 skills · F&B intel
OPEN
🔗
Hook Index
H-01 to H-10 · automation map
OPEN
DRAFTS OUTBOX
LOADING
Loading drafts…
HISTORY
LINEAGE
🤖 JARVISRETIRED
🌿 SAGERETIRED
💻 CPM_OSMERGED
⚔ CPM V1EVOLVED
⚡ CPM V4.3ACTIVE
ARCHITECTURE
V4.3 LIVE
                      PATRICK
                         |
                   [ COWORK + OBSIDIAN ]
                         |
                  CPM (Claude backbone)
                         |
      +----------+----------+----------+----------+
      |          |          |          |          |
   Gmail    Calendar    Vault    Agents   Revenue    CRM
   (MCP)     (MCP)    (Files)  (14 live) (Tracker)  (99 clients)
COLLECTIONS ENGINE
CLIENT CRM
109 CLIENTS
CLIENT NAME STATUS REVENUE TYPE ACTION
CPM AI
CHAT
COWORK ↗
CODE
CPM AI — READY. Type a message below.
CONNECTED CHAT MODE
DAILY BRIEF
SESSION SNAPSHOT
AUTOMATION RULES
BULK PREVIEW
INTAKE
PROJECT
OPERATOR LOG
ACTION
/ OPEN ESC CLOSE ↑↓ NAVIGATE ENTER GO
GENERATE
RUNNING SCRIPT
PRESS / TO COMMAND  ·  CTRL+H FOR HELP  ·  LIVE UPDATE ●
234 FILES
5,876 SHEETS
124,209 ROWS
LOADING VAULT…
🍽️

SELECT A RECIPE FROM THE LIST

⬡ CPM Consults — HOW TO USE
COMPLETE GUIDE · EVERY SECTION · EVERY COMMAND
⌨ KEYBOARD SHORTCUTS ALL OVERLAYS & COMMANDS
Ctrl+KOpen Recipe Vault — search 234+ recipe files by ingredient or dish
Ctrl+TOpen Tasks & Discrepancies — view, assign, resolve all 70+ tasks
Ctrl+POpen Project Health — deep-dive any client project (workflow + files)
Ctrl+HOpen this Help guide
/Open Command Palette — search all vault paths and quick actions
EscClose any open overlay
▦ DASHBOARD CARDS MAIN GRID — CLICK ANYTHING TO DRILL DOWN
💰 REVENUE
All-time collected revenue — tracks every dollar paid by clients. Click the number to open REVENUE-TRACKER.xlsx. Update this file when a payment is received. Monthly bars show year-on-year performance.
📊 PIPELINE
Active deals in motion — each row is a live deal. Click any deal name to open that client's CRM page. Color = status: orange = active proposal, yellow = negotiating, green = contract sent. Source file: 02_CAPITAL/PIPELINE.md.
🤖 AGENTS
6 autonomous agents running on schedule. Click any agent to read its last output report. All reports saved to 01_EXECUTIVE/. If an agent shows no output, check 07_SYSTEM/BLADE-ENGINE/blade-scheduler.py.
📈 MONTHLY REVENUE
Month-by-month breakdown for the current fiscal period. Click to open the tracker. The bar heights are auto-generated from REVENUE-TRACKER.xlsx on server start.
⭐ TOP CLIENTS
Top 10 clients by all-time revenue. Click any row to open that client's CRM page in 03_DEALS/CRM/. Used for prioritizing relationships and upsell opportunities.
🗄 VAULT
9-domain file tree with live counts. Click any path to open that folder directly. Numbers update on server start. Green = synced. If counts look wrong, run sync-dashboard.py from the Terminal panel.
🔧 TOOLS
Quick-launch buttons for the most-used files. Revenue tracker, pipeline, recipe vault, vault tree. One click opens directly. No navigation needed.
📋 PENDING
Open task count and high-priority flags. Click to open the Tasks overlay (Ctrl+T). Updated by blade-scan.py on every server start. High-priority = needs action today.
⚡ AUTOMATION
Run any CPM script from the browser. Type a script name or pick from the list. Scripts are in 07_SYSTEM/BLADE-ENGINE/. All output is logged in the console below.
⧉ OVERLAYS — FULL SCREENS CTRL+K / CTRL+T / CTRL+P
🍽 RECIPE VAULT
Ctrl+K
Search 234+ recipe files across all client projects and the memory vault. Type an ingredient name, dish name, or client name. Click a result to see the full recipe inline. Click OPEN IN EXCEL ↗ to open the source file. Filter by cuisine using the pill buttons.
✅ TASKS
Ctrl+T
View and manage all 70+ tasks and discrepancies. Filter by: ALL / OPEN / IN PROGRESS / HIGH / DISCREPANCIES / FOLLOW-UPS. Click any task to open the detail panel. Assign a role/person, set a due date, add notes, then click SAVE. Use RESOLVE or DISMISS to close tasks. Each task shows its workflow step → what response is required. Click RUN SCAN to refresh from vault.
🏥 PROJECT HEALTH
Ctrl+P
Deep-dive on any client project. Search a client name → see workflow status (contract ✓, invoice → receipt, recipe, brand, ops, training). Green = complete. Red = missing. Yellow = partial. Click VIEW TASKS to see all open tasks for that client. Files listed are clickable to open directly.
≡ NAVIGATION BAR LEFT SIDEBAR + TOP NAV
Top nav links
Opens key files directly: Command Center · Capital · Content · System · Client CRM · Onboarding · Email Templates. These are direct file opens — your system viewer will launch the file.
Domains (sidebar)
Click any domain number (00–07) to open that folder. Each folder has a README.md explaining exactly what's in it and how to use it.
Quick Actions
Frequently used: Morning Brief, Pipeline Health, New Recipe Sheet, Onboarding, Email Templates, Run Script. One click triggers the action immediately.
CLIENT CRM nav
Opens the full CRM overlay — 109 clients, searchable by name or status. Click any row to open that client's CRM markdown file.
↳ TASK & WORKFLOW SYSTEM HOW DISCREPANCIES BECOME TASKS
How tasks are created
blade-scan.py runs every time the server starts. It scans all 112 project folders for: missing receipts (invoice without receipt), uncosted recipes, missing contract signatures, unmatched ingredients, stale follow-ups. Each finding becomes a task in tasks.json.
Workflow fields
Every task has: Workflow Step (what was sent/done) → Response Step (what's needed back) → Response Required (exact document or reply). Example: "Invoice Sent → Receipt Required → Payment receipt or bank confirmation."
Assigning tasks
In the Tasks overlay: click a task → detail panel opens → set Assign Role (Chef P / Manager / Agent / Employee / Provider / Accountant / Legal) → set Assignee Name and Due Date → click SAVE CHANGES. Assigned tasks are preserved on next scan (not overwritten).
Resolving tasks
Click MARK RESOLVED when the response is received (receipt uploaded, recipe costed, contract signed). Click DISMISS for false positives. Resolved tasks stay in the list but filter to RESOLVED tab.
File added to vault → blade-scan detects discrepancy → Task created in tasks.json → Appears in Ctrl+T → Assign role + due date → Action taken → Mark resolved
📁 VAULT FOLDER GUIDE WHAT GOES WHERE — EVERY DOMAIN
00_DROP-ZONE
Drop anything here. blade-watcher.py auto-sorts files to the correct folder within seconds. Check watcher.log to see where a file went. Read the README inside for sorting rules.
01_EXECUTIVE
Daily operating base. Morning brief, command center, playbook, identity, weekly review. CPM agents write here automatically. You read from here every morning.
02_CAPITAL
All money. Revenue tracker, expense tracker, supplier master, accounting (500+ invoices/receipts). Update REVENUE-TRACKER.xlsx when paid. Drop invoices to ACCOUNTING/[CLIENT]/.
03_DEALS
All clients + contracts. CRM (109 clients), deals tracker, contracts, proposals. Add a new client with /new-client. All signed contracts go to CONTRACTS/.
04_PROJECTS
All client deliverables. 112 project folders, one per client. Each has: recipes, menus, SOPs, training, finance, brand, contracts. blade-scan checks these for missing workflow steps.
05_CONTENT
Brand + content. Content calendar, 7 content pillars, social media, photos/logos, brand storytelling. The content generator runs from here.
06_MEMORY
Institutional brain. Recipe library (234+), supplier database, market research, concepts, books (2,500+), session logs. CPM reads MEMORY.md for context. Recipe Vault (Ctrl+K) reads from RECIPES/.
07_SYSTEM
Engine room. 30+ Python scripts, 9 agent definitions, command system, templates, manuals. Don't touch unless debugging. Start server: START-BLADE.bat. Restart: RESTART-SERVER.bat.
99_ARCHIVE
Nothing deleted — ever. Completed projects, legacy system versions, old files. Read from here, never work from here. Archive completed projects here manually after final invoice is paid.
💡 QUICK TIPS POWER USER MOVES
Morning routine
Start server → check REVENUE card → check PIPELINE card → open Tasks (Ctrl+T) → filter HIGH → act on top 3. Done in under 2 minutes.
New client deal
Type /new-client in chat → CPM creates CRM file + project folder automatically. Then update DEALS-TRACKER.md and send proposal from 03_DEALS/PROPOSALS/.
Find anything fast
Press / to open Command Palette → type any client name, file name, or action → CPM finds it instantly across the whole vault.
Recipe costing
Open Recipe Vault (Ctrl+K) → find recipe → open in Excel → check SUPPLIER-MASTER.xlsx (02_CAPITAL/) for current ingredient prices → fill in the cost columns.
Check what's pending
Ctrl+T → filter HIGH → these are the things that will cost you money or clients if not actioned today. Do these first.
Server not responding
Run RESTART-SERVER.bat on the Desktop/BLADE folder. Wait 5 seconds, then refresh. If still broken, check 07_SYSTEM/BLADE-ENGINE/watcher.log for errors.
Every folder has a README.md explaining exactly what's in it and how to use it. If lost — read the README.
— CLIENTS
— ACTIVE
— GAPS
— FILES
📋

SELECT A PROJECT

⚡ TASKS & DISCREPANCIES
– HIGH – MED – LOW – DONE
Loading…
← Select a task
to view & assign
CPM NEW CLIENT ONBOARDING
1
CLIENT INFO
2
SERVICES
3
TIMELINE
4
BRIEF
5
CREATE
01 — CLIENT INFORMATION
02 — SERVICES REQUIRED
03 — PROJECT TIMELINE & CHECKPOINTS
PHASE CHECKPOINTS
04 — PROJECT BRIEF
05 — REVIEW & CREATE PROJECT
This will create the full project folder structure at:
04_PROJECTS / [CLIENT NAME] / 01_BRIEF … 08_COMMS

It will also generate a PROJECT-CARD.md and add the client to the Master Project Tracker.
STEP 1 OF 5
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—
—
SECTOR
—
LOCATION
—
DEAL VALUE
—
PROBABILITY
—
SOURCE
—
CONTACT
—
FIRST CONTACT
—
LAST CONTACT
—
NEXT ACTION
—
NOTES
—
MOVE STAGE
TEMPERATURE
NEXT FOLLOW-UP
PROBABILITY %
DEAL VALUE ($)
CONTACT NAME
NEXT ACTION
NOTES
NEW LEAD INTAKE
LEAD / PROJECT NAME *
COMPANY / CLIENT *
CONTACT PERSON
SECTOR
LOCATION
SOURCE
SERVICE NEEDED
ESTIMATED VALUE ($)
PROBABILITY %
TEMPERATURE
STAGE
FOLLOW-UP DATE
URGENCY
NEXT ACTION REQUIRED
NOTES
⚙ PROPOSAL BUILDER
01 CLIENT
02 SERVICES
03 PRICING
04 REVIEW
01 — CLIENT INFORMATION
CLIENT NAME *
COMPANY
CONTACT PERSON
LOCATION
SECTOR
VALIDITY (DAYS)
PROJECT TYPE (FOR SERVICE SUGGESTIONS)
CUSTOM INTRO (OPTIONAL — leave blank for auto-generated)
02 — SELECT SERVICES
Loading services...
Selected: 0 services
03 — INVESTMENT
BASE RATE (SUM OF SELECTED BLOCKS)
$0
TOTAL INVESTMENT (EDITABLE)
Adjust the total to your final quoted price. The number above is the sum of base block rates.
04 — REVIEW & EXPORT
STEP 1 OF 4