Compass

Changelog

A record of changes, rebrands, and updates to the Compass project assets.

Project: Compass — Digital Operations Program Owner: Patrick Bieser — pbieser@nwsdigital.com Formerly known as: NWS-360  /  NWS 365  /  True North Advantage Plus (TNAP)
Running Compass Locally Dev Setup
Start here
Quickest path — VS Code Live Server
  • –Open D:\Projects\Compass in VS Code, right-click index.html, then choose “Open with Live Server”. The site opens at http://127.0.0.1:5500/ with auto-reload on save.
  • –Requires the Live Server extension by Ritwick Dey (install once from the VS Code marketplace).
Or from a terminal (no IDE required)
  • –From D:\Projects\Compass run: npx live-server --port=5500 --wait=2000 --open=index.html
  • –Opens index.html in the default browser at http://localhost:5500/ with auto-reload. First run downloads live-server via npx; subsequent runs are instant.
  • –Shortcut: double-click D:\Tools\Start-Compass.bat — it runs the same npx live-server command from the project root. (Renamed from Start360.bat on 2026-05-27 as part of the NWS-360 → Compass rename.)
Stopping the server
  • –Ctrl + C in the terminal where live-server is running, or double-click stop-compass.bat in the project root to force-kill the node.exe process.
Requirements for inline edit mode
  • –Chrome only — edit mode uses the File System Access API which Firefox/Safari don’t support.
  • –Must be served over http:// (Live Server or the npx command above). Opening files via file:// disables saving.
  • –The Edit button is only visible on localhost / 127.0.0.1. It is hidden on the public Cloudflare Pages deploy so visitors can’t edit live pages.
  • –Some browser extensions with SES lockdown (e.g., MetaMask) can interfere with saving — disable them on localhost if edits fail.
Scan-First Pivot — Effectiveness Grid, Reconciliation & Wave 1 Funnel New Feature
July 6–7, 2026
Website Effectiveness Grid — the scoring framework
  • –New effectiveness-grid.html + data/effectiveness-grid.js: 18 categories, ~161 metrics (Paid Media added as category #18; Titan is internal-only → 17 public categories). Every metric classified by data source (automated / AI-judged / client-access / human-expert), minimum tier, and free-tier flag. Per-category tier-composition chart; registered in the Data Editor. Canonical scale: 0–100 banded Red 0–49 / Yellow 50–79 / Green 80–100; category score = simple average (weighted/gatekeeper logic flagged as future enhancement); no composite score — the grid is a per-category profile.
  • –data/services.js: every service line mapped to its grid category(ies) via a new gridCategories field — categories are the public marketing surface, services remain the internal delivery layer.
Scan-first reconciliation (July 7) — the pivot
  • –New critical path: free scanner landing pages (one per grid category) → magic-link email capture → portal → upsell → retainers. Decisions locked: magic link only (no password), F/S/M/L canonical with M = Audit & Consult, per-category pricing TBD until scanners complete + team feedback, scanner build-out is Eric’s parallel track (ownership deliberately fluid).
  • –Planning layer rewritten: data/milestones.js (6 phases — Wave 1 is Phase 2, AD-portal double-booking fixed, old assessment/pricing/skill-sheet work moved to Phase 6 Upsell Enablement), data/actions.js, Compass_Whats_Next_Plan.html, data/open-questions.js (2 closed, 3 new). Sales playbook (compass_team_branded.html) flipped to scan-first with the paid-baseline/existing-client motion kept as the parallel secondary track. Compass_ProjectVision.html reconciled (Two Portals marked superseded, EP notation normalized); dashboard-client-flow.md gained a §0 decision addendum.
Wave 1 funnel — built end-to-end (Phase 2: 8/8 gates)
  • –landing/category.html — category landing-page template on the full landing/cmp.html look & feel (sticky nav, hero mock card, animated scan, SVG score ring, trust strip, risk stats, pricing grid, FAQ, bottom CTA). One page serves every public category via ?cat=; checks, scan steps, and upsell lists are driven by the effectiveness grid. Demo scoring: URLs containing compass → green, nytimes/demo → yellow, else red.
  • –data/landing-pages.js — per-category marketing copy for all six Wave-1 categories (Visibility, Conversions, Analytics, Content, AI Readiness, Paid Media); flat rows editable via a new “Landing Page Copy” tab in the Data Editor. Categories without a row render via generic fallback.
  • –portal/first-touch.html — the EP1 free-lead portal view in the landing-page visual language: saved-scan summary card (score matches the landing scan deterministically), 16 expandable category teasers with F/S/M/L chips, magic-link session chip, share-read-only-link with inline confirmation. Landing pages hand off via ?cat=&site=&email= from the magic-link success card.
Compass brand logo
  • –New logo lockups at assets/img/compass-logo-on-dark.svg (light-colored, for teal headers/topbars) and compass-logo-on-light.svg (dark-colored, for white navs). Wired as the home link on all hub pages; duplicate text home-links consolidated.
Removals — redundant pages & sections
  • –Deleted progress.html (redundant to Project Phases / What’s Next) and assessments/service-assessments.html; hub cards and File Index entries removed.
  • –All six service reference pages slimmed (18 sections removed): 5-level compliance/maturity frameworks, all “Sample output” sections, “Deliverables by tier”, and the CMP client-facing report example. Leftover 1–5 scale references converted to the 0–100 category score.
  • –Compass_ProjectVision.html: Pricing Framework, Team & Ownership, and Skill Sheet Tracker sections removed (redundant; data remains in data/*.js via the Data Editor and Pricing Calculator).
Hygiene & tooling
  • –data-editor.html: saves now preserve booleans/numbers (was stringifying, e.g. freeTier: "true"); Landing Page Copy + Effectiveness Grid tabs registered.
  • –data/skill-sheets.js synced with built pages (seo-health, seo-strategy, paid-media, accessibility → complete); owner spelling normalized (gregg → greg). CMP scan-duration (30s/60s) and web-accessibility F-tier scope contradictions fixed. pricing-calculator.html gained a “pricing TBD by design” banner.
  • –Project tooling: Northwoods agent infrastructure initialized for this project (CLAUDE.md, Agents/ memory scaffolding, compass-specialist subagent — all gitignored; synced via the shared Project-Agents repo).
Dashboard Client Flow — Portal Entry Spec & Section New Feature
June 10, 2026
dashboard-client-flow.md — new planning doc
  • –New root-level spec defining how a client/prospect enters the Compass client portal, and how the experience changes by entry point and by what they’ve paid for. Iterated from Patrick’s description through a Q&A pass into a consolidated spec with tagged [DECISION] / [REC] / open items.
  • –Core model: the portal is a status & dashboard hub, not where deliverables live — full reports are tailored per service line and live off-portal as per-service microsites. Free vs. Paid views is the backbone: Free = teasers for every service line; Paid = free teasers plus richer links/widgets for the paid line(s) (widgets TBD next).
Three entry points
  • –1 — Landing page → free scan → save: scan on a service page (e.g. CMP), save to portal via magic link (no password); scan renders as a portal-native summary card; share = read-only link; teasers can trigger another free scan inline.
  • –2 — Returning client → full report (paid): credit-card-first payment (invoice-by-phone alt creates account+relationship); status states Requested → Submitted → In Review → Results Ready; expert-curated, results pushed back; link usually out to a per-service microsite.
  • –3 — Direct arrival (cold): link OUT to the service landing page (placeholder to avoid duplicate-content sync); scan-first; magic link created only once there’s something to save.
Compass_ProjectVision.html — new “Dashboard Client Flow” section
  • –Added the section above “Two Portals” (Two Portals left in place), with a new sidebar link under Product. Built from the spec using existing brand patterns (portal-compare, card-accent-*, data-table, note-box, badges) and fully data-editable.
  • –Contents: intro hub framing · Free vs. Paid compare cards · three entry-point cards with numbered flows · a Portal States table (Free / Paid / Internal) · five shared-building-block cards (teaser anatomy, auth evolution, payment, microsites, superuser proxy) · a direction note.
  • –Recommendation (for confirmation): build ONE adaptive portal shell driven by client state rather than separate screens — the three entry points are entry states into the same shell; use expandable teaser cards for progressive disclosure.
Open & next
  • –Open: per-service paid widgets (TBD next); superuser-proxy scope (this section vs. AD Portal); best long-term cold-entry flow (team discussion); AD↔Client portal curate/push hand-off (parking lot).
  • –Next: “Two Portals” likely becomes a Public Portal section with each view as a card; build prototypes of each view (Free discovery, Free first-touch, Paid status, Paid results-ready, teaser card, superuser proxy) so the flow is visual.
Inline Editor Consolidated into One Shared Include Refactor Bug Fix
June 10, 2026
Bug fix — stray isSelectedEnd classes in pasted content
  • –The “What is Compass?” block in Compass_ProjectVision.html had been corrupted by pasting: the text was duplicated 3× with class="isSelectedEnd" markers and invalid nested <p> tags. Root cause: pasting rich text into a contentEditable region lets the browser (or an extension like Microsoft Editor) inject wrapper <p> tags and marker classes, and the editor saved that raw innerHTML to disk.
  • –Repaired the content and changed its wrapper from <p> to <div> so the four paragraphs are valid HTML (a <p> cannot legally contain other <p> tags).
Editor hardening
  • –Paste is now forced to plain text (execCommand('insertText')), so the browser can no longer inject wrapper tags or marker classes.
  • –A cleanEdit() sanitizer strips isSelectedEnd / isSelectedStart (and now-empty class attributes) before writing to disk — this also cleans up any junk already lurking on a page the next time it’s saved.
assets/js/compass-editor.js — new file (single source of truth)
  • –The entire editor (CSS + Edit button + edit bar + logic) was extracted into one self-contained include. On load it injects its own styles and controls, then makes every [data-editable] element editable. A page now needs only one line before </body>: <script src="assets/js/compass-editor.js" defer></script> (or ../assets/js/… for pages one folder deep).
  • –Replaced the editor that had been copy-pasted into all 16 HTML pages — which had drifted into 6 slightly different variants (a stray a.card selector, per-file filename fallbacks, some minified onto one line, an extra null-guard). New pages no longer copy ~3.3KB of editor code; they add one line.
  • –Removed the old inline editor <script> block and the hard-coded Edit button / edit bar from all 16 pages. The shared script also defensively removes any leftover editor markup so there’s never a duplicate button.
Loose end
  • –The old per-page editor CSS was intentionally left in each page’s <style> — the shared JS injects an authoritative copy (with fallbacks), so it’s harmless duplication. It wasn’t stripped because in landing/cmp.html and the two accessibility pages it’s interleaved with real page styles, making a blanket removal unsafe. Can be cleaned later.
Hosting Reinstated: Cloudflare Pages Hosting
June 8, 2026
Live site is back on Cloudflare Pages
  • –Reverted from the short-lived “Eric’s Prototypes portal” plan (never actually deployed) back to Cloudflare Pages. The live site is now compass-nws.pages.dev (Cloudflare project compass-nws).
  • –The project is connected to GitHub repo patrickbieser-creator/Compass on branch main via Cloudflare’s Git integration — every push to main now auto-deploys. Static site, no build step: framework preset None, build output directory / (repo root, index.html is the homepage).
Root cause of “my pushes weren’t showing up”
  • –The real problem was a wrong git remote, not Cloudflare. The local clone’s origin pointed at Northwoods-Software-Development/Compass-SalesPlan — a different repo than the one Cloudflare watched — so pushes landed there and never reached the deploy pipeline.
  • –Fixed by repointing origin to https://github.com/patrickbieser-creator/Compass.git and pushing. patrickbieser-creator/Compass is the canonical repo (it is the same repository as the old NWS-360 — renamed, old name redirects).
  • –The repo had also been archived (read-only); it was un-archived so pushes could go through.
Cloudflare notes & loose ends
  • –Cloudflare’s newer dashboard defaults the Create application button to the Workers flow (shows a npx wrangler deploy field). For a static site, use the Pages import flow (/workers-and-pages/create/pages), which has a Build output directory field instead.
  • –Pages projects cannot be renamed after creation and the .pages.dev subdomain is locked — to change the name, delete and recreate. compass.pages.dev was already taken globally, hence compass-nws.
  • –Old nws-360 Pages project was deleted. Still to clean up: the separate nws-360 Worker (same repo) and the duplicate Compass-SalesPlan repo in the Northwoods org.
Project Renamed: NWS-360 → Compass New
May 27, 2026
Product rename
  • –Product name changed from NWS-360 to Compass across the entire project. Display text on all page headers updated; the parent Northwoods brand layer (colors, fonts, classes) is unchanged.
  • –9 files renamed (HTML, xlsx, docx, md, bat) using git mv so history is preserved: Compass_ProjectVision.html, Compass_Whats_Next_Plan.html, Compass_Market_Research_Brief.html, compass_team_branded.html, Compass_Estimating_Model.xlsx, Compass_Proposal_Meridian.docx, Compass Original Patrick Ideas Draft.docx, Dashboard for Compass.md, stop-compass.bat.
  • –280 string replacements across 44 files (HTML, JS, MD, JSON, CSS, BAT). Brand layer protected: --nws-* CSS variables, .nws-* classes, nws-service-page.css, northwoods-brand.css, and nwsdigital.com/northwoodsoft.com URLs left untouched (these are NWS Digital company brand, not the product name).
  • –Header brand-mark on every page (NWS<span>-360</span>) replaced with Compass. Some pages now display Compass twice in the header (home-link + product-label) and may need deduplication in a follow-up pass.
Cleanup
  • –Project-Master-NWS-360.html.bak deleted (legacy backup of a file already superseded by Project-File-Index.html).
  • –4 stale .claude/worktrees/* removed (bold-satoshi-78d9a3, dreamy-dirac-d76765, magical-archimedes-77eda5, peaceful-euclid-2ec2fa) and their branches deleted. The retainer-vs-fixed-bid sales playbook commit from bold-satoshi was already present uncommitted in main and is preserved in commit eea85a5.
Pending external steps (user handoff)
  • –Root directory rename D:\Projects\NWS-360 → D:\Projects\Compass (requires closing all editors and Claude sessions).
  • –GitHub repo rename patrickbieser-creator/NWS-360 → Compass (via gh repo rename) and git remote set-url origin.
  • –Cloudflare Pages cutover from nws-360.pages.dev to compass.pages.dev. Placeholder URL is already in this changelog; will be updated if the actual slug differs (e.g., compass-nws.pages.dev if taken).
  • –Claude memory folder rename D--Projects-NWS-360 → D--Projects-Compass and skill trigger-text updates in nws-service-page and northwoods-brand.
Project Restructure — Phases, Open Questions & File Rename New
April 8, 2026
project-phases.html — new file
  • –Standalone branded page for Phase Gates. Loads from data/milestones.js with progress bars, criteria checklists, and overall completion stats in the grey stripe.
  • –Phase Gates section removed from Compass_ProjectVision.html (sidebar link, HTML section, and JS render function).
open-questions.html — new file
  • –Standalone branded page for Open Questions. Loads from data/open-questions.js with sortable table (open → deferred → resolved) and status counts in the grey stripe.
  • –Open Questions section removed from Compass_ProjectVision.html (sidebar link, HTML section, and JS render function). Data import retained for overview stat counter.
Project-Master-Compass.html → Project-File-Index.html
  • –Renamed file. Updated self-references inside the file and the link in index.html.
index.html
  • –Planning & Management section expanded from 2 cards to 5: Project Vision, AD Portal, What’s Next Action Plan (moved from Internal Resources), Project Phases (new), Open Questions (new).
  • –Project Vision card description updated to reflect removal of phases and open questions from that file.
  • –Project File Index link updated to new filename.
Bug fixes
  • –data-editor.html — Criteria modal text field was invisible. .modal input { width: 100% } overrode the inline flex:1. Added scoped CSS for #criteriaList inputs.
  • –open-questions.html — Sort order was not reliably applying. Replaced .sort() comparator with explicit filter-and-concat: open first, deferred second, resolved last.
Tier Migration, Steve Agent & Service Pages New Feature
April 6, 2026
Tier framework migration — F / S / M / L
  • –Replaced old S/M/L/XL tier codes with new F/S/M/L framework across all project files. F — Free / Quick Scan (agent-automated), S — Paid Deeper Scan, M — Audit & Consult (live expert walkthrough), L — Retainer (ongoing, dashboard KPIs, remediation budget).
  • –12 files updated: data/services.js, services/cmp-privacy-consent.html, Compass_ProjectVision.html, pricing-calculator.html, data-editor.html, portal/ad-portal.html, assessments/service-assessments.html, estimating.md, BUILD_BRIEF.html, Compass_Whats_Next_Plan.html, Project-Master-Compass.html, changelog.html.
  • –CMP service page expanded from 3 tiers to 4 — added L (Retainer) card with ongoing compliance monitoring, quarterly audits, and dashboard KPIs.
L-tier remediation budget model
  • –Core vision update: every deficiency found in scans/audits produces prioritized recommendations. At the retainer level, the client elects a monthly budget and agrees with their AD on priority order. Included hours are applied against the remediation backlog. Progress tracked on the client dashboard. Value loop: scan → find → prioritize → fix → measure → repeat.
  • –Updated Compass_ProjectVision.html with new tier overview cards and dedicated remediation budget model callout. Updated estimating.md product description and L-tier section.
Steve agent — new file: .claude/agents/steve.md
  • –New service line analyst agent. Takes raw interview notes from Northwoods SMEs, researches competitor offerings, assesses service scope (too broad / too narrow / right-sized), defines F/S/M/L tiers, and produces branded HTML service pages.
Digital Marketing → Paid Media split
  • –Steve assessed the DM retainer proposal and recommended splitting “Digital Marketing Strategy” into two services: Paid Media Management (Ed K) and SEO (Alex). Patrick confirmed.
  • –Renamed digital-marketing → paid-media across all data files, team references, pricing calculator bundles, and changelog.
services/paid-media.html — new file
  • –Full branded service page for Paid Media Management (Ed K). 4-tier grid (F/S/M/L), campaign types (PPC, display, remarketing, Performance Max, shopping, YouTube, social), check table, deliverables table, workflow, L-tier KPIs (ROAS, CPA, CTR, impression share), per-platform retainer pricing.
SEO service rename & split
  • –“SEO Health Check” renamed to SEO Technical Health. “SEO Performance Analysis” renamed to SEO Strategy & Rankings (id: seo-strategy). Clear boundary: Alex owns technical health (crawl, indexation, meta tags) and strategic rankings (keywords, content gaps, competitor analysis).
  • –Tiers updated with real pricing: SEO Technical Health F (Free) through L (Retainer, 4–6 hrs/mo); SEO Strategy F (Free rankings snapshot) through L (Retainer, 6–8 hrs/mo).
  • –Cross-service dependency documented: at L-tier, Alex and Ed K share a keyword universe so paid and organic strategies don’t compete.
services/seo-health.html — new file
  • –Full branded service page for SEO Technical Health (Alex). 4-tier grid, check table (Crawl & Index, On-Page SEO, Technical), sample F-tier output, deliverables table, 4-step workflow, L-tier KPIs (health score, crawl errors, indexation rate, page speed). Tools: Screaming Frog, SEMrush, Moz.
services/seo-strategy.html — new file
  • –Full branded service page for SEO Strategy & Rankings (Alex). 4-tier grid, check table (Keyword Visibility, Competitive Analysis, Content & Backlinks, Traffic & Conversion), sample F-tier output, deliverables table, 4-step workflow, L-tier KPIs (organic sessions, avg position, CTR, conversion rate). Tools: SEMrush, Moz, DataForSEO API.
Sample output styling — brand update
  • –Replaced dark terminal-style sample output boxes (black background) with Northwoods-branded palette: white background, teal-dark header bar, forest green / rust / gold status icons on light backgrounds. Applied to CMP and Paid Media service pages.
Hub & Project Master updates
  • –Added “Last updated” date to every card on Project-Master-Compass.html and index.html.
  • –AD Portal status changed to “Prototype exists” in ProjectVision with link to prototype.
  • –Service Pages count: 4 built (CMP, Paid Media, SEO Health, SEO Strategy), 16 remaining. Total project files: 15 + 9 data files.
AD Portal Prototype New
April 5, 2026
portal/ad-portal.html — new file
  • –High-fidelity interactive prototype of the internal AD portal (Phase 2). Built by Brad (UX agent) after 19-question requirements session with Patrick.
  • –Login screen: Branded auth form with pre-filled demo credentials.
  • –Client sidebar: Searchable list of 5 mock clients (Meridian Health Systems, Apex Manufacturing, Lakeshore Credit Union, Prairie View Schools, Heartland Association) with progress indicators.
  • –Monthly deliverable view: Summary cards (status, progress bar, hours), cadence-aware filter toggle, deliverable checklist with status dropdowns, completed-by tracking, notes modal, hours display (fed from external system).
  • –Month states: March 2026 (closed/read-only), April 2026 (open/editable), May 2026 (future/empty). Month navigation with arrows.
  • –Ad hoc services: “+ Add Service” modal for on-the-fly additions. Service names are clickable links that open a report placeholder modal.
index.html updates
  • –Added AD Portal card to Planning & Management section.
  • –Reorganized page sections: Client-Facing (top), Planning & Management, Research, Internal Resources, Service References, Resources (bottom). Data Editor moved to Resources.
Data Editor + Pricing Calculator New
April 5, 2026
data-editor.html — new file
  • –Browser-based editor for all 8 data/*.js files. Tabbed interface, inline cell editing, filter/search, add/delete rows, nested data modals (service tiers, milestone criteria, string arrays). File System Access API with .bak backup on save. Localhost only.
pricing-calculator.html — new file
  • –Internal pricing calculator that loads live data from data/services.js. 21 services grouped by category with checkbox enable and F/S/M/L tier selector per service. Sticky sidebar with running monthly total, annual total, itemized breakdown, and “included at no extra cost” section.
  • –Three bundle presets wired in from Strat research: Foundation, Foundation + Growth, and Full Operations. One-click apply with auto-highlight when selections match a preset.
data/services.js — updated
  • –Populated all “TBD” tier prices with $100 placeholder so the calculator is operational. First 3 services (uptime, ssl, 404) retain Patrick’s manually entered prices.
index.html & Project-Master updates
  • –Added Data Editor and Pricing Calculator cards to Internal Resources section of index.html.
  • –Added both files to Planning & Strategy category in Project-Master-Compass.html (count updated to 8 files).
Market Research Brief — Strat Agent New
April 5, 2026
Compass_Market_Research_Brief.html — new file
  • –Strat agent completed first market research brief for Compass. Covers competitive landscape (3 tiers), demand signals, buyer personas, objection steel-man, and positioning recommendation.
  • –Verdict: Service is viable. 15–25% of current client base are candidates at full price ($4K–$6K/mo), with another 20–30% reachable at a lighter tier. Credible path to $500K+ ARR within 18–24 months.
  • –Proposed category: “Managed Digital Operations”. Recommended analogy: digital property management company. Three buyer personas defined: Overwhelmed Marketing Director (primary), Risk-Aware Operations Leader, Growth-Minded CEO.
  • –Recommended simplifying 20-service menu into 3–4 named bundles: Foundation ($1,200/mo), Foundation + Growth ($2,800/mo), Full Operations ($4,500/mo), Custom.
  • –Includes inline edit mode with data-editable on all content elements.
index.html & Project-Master updates
  • –Added new “Research” section to index.html Project Hub with card linking to the brief.
  • –Added Research category to Project-Master-Compass.html with file entry.
What’s Next Action Plan + Inline Edit Across All Files New
April 5, 2026
Compass_Whats_Next_Plan.html — new file
  • –Created a sequenced, owner-assigned action plan for bringing Compass to market. 13 concrete actions grouped into Now (April 4–11), Soon (April 14–25), and Next (May). Built by Paul agent from synthesis of all project documents.
  • –Includes critical path visualization, blockers & risks, Phase 1 gate checklist (1 of 8 complete), and 8 open questions that block Phase 1.
  • –Key insight: the April 4 reframe means per-person service assessments are the critical path — pricing, skill sheets, and BDM sales all depend on 1:1 meeting results.
Inline edit mode — expanded to all HTML files
  • –Added data-editable contenteditable system to all remaining HTML files: BUILD_BRIEF.html, Compass_ProjectVision.html, compass_team_branded.html, services/cmp-privacy-consent.html, assessments/service-assessments.html, and portal/dashboard.html.
  • –All 9 project HTML files (plus the new What’s Next plan) now support inline editing with Edit button, double-click save, and .bak backup. CSS variables adapted per file (e.g., --nws-deep-teal in team_branded).
index.html & Project-Master updates
  • –Added “What’s Next Action Plan” card to Internal Resources section of index.html.
  • –Added file row to Planning & Strategy category in Project-Master-Compass.html (count updated to 6 files).
Cloudflare Pages + Index Hub + Inline Edit Mode New
April 4, 2026
Hosting & deployment
  • –Project deployed to Cloudflare Pages at compass.pages.dev. Auto-deploys from GitHub on push to main.
index.html — Project Hub
  • –New file — landing page with card-based navigation to all project documents. Categories: Planning & Management, Internal Resources, Client-Facing, Service References.
Inline edit mode
  • –Added data-editable contenteditable system to index.html and Project-Master-Compass.html. Edit button activates inline text editing; Update button (double-click to confirm) saves changes to disk via File System Access API with .bak backup; Cancel reverts all changes.
  • –Edit mode only available on localhost — hidden on Cloudflare Pages and all remote hosts. Edits must originate locally and sync via source control.
  • –Root cause of save failures: confirm() dialog blocked JS execution while Live Server reloaded the page, killing the async write. Fixed by replacing confirm() with inline double-click confirmation and writing the file before the .bak backup.
Dev server tooling
  • –D:\tools\start-360.bat — launches npx live-server on port 5500 with auto-reload. Alternative to VS Code Live Server extension; no IDE required.
  • –stop-360.bat — kills the dev server process.
Compass_ProjectPlan.html → Compass_ProjectVision.html
  • –Renamed file and updated all references across index.html, Project-Master-Compass.html, changelog.html, and .claude/agents/paul.md.
Logo home links
  • –All HTML files now have a clickable Compass logo/label linking back to index.html. BlueBlock pages use the product-label badge; topbar pages wrap the brand text or logo image in an anchor.
Service Owner Assessments + Project Master + Phase 1 Reframe New
April 4, 2026
assessments/service-assessments.html
  • –New file — draft deliverable specs for 1:1 meetings with each service owner. 5 pre-filled assessments: SEO Health (Alex), Accessibility (Sydney), Security (Eric), GA4 (Fred), Uptime (Greg).
  • –Each assessment includes: draft tier table (F/S/M/L), KPI with BDM talking point, and tailored questions covering scope validation, agentic feasibility, human vs. agent split, effort/timeline estimates, and tooling.
Project-Master-Compass.html
  • –New file — central index of all project files organized by category: Planning & Strategy, Service Pages, Assessments, Portal Prototypes, Sales & Marketing, Project Tracking. Data files summarized as a group.
  • –Each file entry has a clickable link, brief description, and last-updated date. Will be updated whenever .html, .xlsx, or .md files are created or modified.
Phase 1 reframe
  • –Fundamental shift: Phase 1 is no longer “build skill sheets from a template.” It is now: draft deliverable specs per service → meet 1:1 with each owner → capture capacity, agentic feasibility, help needed, and timeline → then build skill sheets and set pricing from those conversations.
  • –Each person needs to assess whether an agentic version of their service is feasible, what the human/agent mix looks like, and what help they need. Team members are at varying levels of agentic competence.
Open questions updated
  • –Deferred: pricing-baseline — pricing will emerge from per-service effort estimates, not a top-down decision. Not a Phase 1 blocker.
  • –Deferred: retainer-hours-fixed — need to understand deliverables and effort before setting hours. Not a Phase 1 blocker.
  • –New: per-person-service-assessment — critical path for Phase 1. Each owner must validate deliverables, estimate effort, and assess agentic feasibility.
  • –Clarification: Meridian proposal is a fake client for internal discussion only, not a real prospect. Subject to revision.
Paul agent updated
  • –Priority focus changed from structure-first to phase1-blockers. Paul now triages everything against “does this block the first client?”
  • –5 concrete outputs defined: status check, blocker triage, next-action list, decision prompts with options, skill sheet production queue.
  • –New rules: track changes since last invocation, don’t re-ask resolved questions, be concrete about actions.
Team Roster & Service Ownership Feature
April 3, 2026
data/team.js — Full roster expansion
  • –Expanded team roster from 13 placeholder entries (mostly TBD) to 35 named people across all departments: Account Directors (JJ, Dana, Brett), SEO/Digital Marketing (Alex, Ed K, Rachel, Trevor, Ramie), UX/Content (Jenna, Katelyn, Mugsie), Front-end (Sydney, Marshall), Back-end (Greg, Eric, Jon, Gerry, Angela, Aaron, Chad, Justin, Amanda, Dylan), Analytics (Fred), IT (Diamond, Brian), BDMs (Rick, Jim, Matt, Hayden, Tim), Management (CeCe, Ed A).
  • –Each entry includes role, service assignments, human skills, and agent IDs where applicable.
data/services.js — Owners assigned + 2 new services
  • –Primary owners set for 15 of 18 existing services. Remaining 3 (CWV, Competitive Benchmarking, Proactive Optimizations) left TBD pending category decision.
  • –New service: Content Security Policy (CSP) — owner: Greg. Category: technical. Quarterly cadence.
  • –New service: Paid Media Management (originally Digital Marketing Strategy) — owner: Ed K. Category: growth. Monthly cadence.
data/skill-sheets.js + data/agents.js
  • –All ownerId fields updated from tbd-* placeholders to actual person IDs. Two new skill sheet entries added for CSP and Digital Marketing.
  • –Agent owner references updated: accessibility-scanner → Sydney, seo-scanner → Alex, cwv-scanner → Sydney, ga4-scanner → Fred, 404-scanner → Dylan, security-scanner → Eric, uptime-monitor → Greg.
Terminology pass
  • –portal/dashboard.html line 908: “Account Manager” → “Account Director”
  • –Compass_Team_Branded.html lines 730–733: Merged “Account Manager” + “Project Manager” into single “Account Director” bench item (these are the same role at Northwoods).
  • –estimating.md line 145: Core team updated to “Account Director (AD), SEO Specialist, Front-end Dev, Back-end Dev”
Open questions
  • –Resolved: skill-sheet-owners — all owners assigned (3 services still TBD pending category decision).
  • –New OQ: Should the bench grid in Compass_Team_Branded.html show actual person names instead of generic role labels?
  • –New OQ: What category should CWV, Competitive Benchmarking, and Proactive Optimizations fall under? Patrick mentioned “baseline benchmarking” but needs to finalize.
Source
  • –All assignments driven by person-roles.md created by Patrick.
ROI Framework — KPIs per Service New
April 2, 2026
data/roi-metrics.js
  • –New data file with 6 cross-service KPIs (conversion rate, organic traffic, form submissions, keyword rankings, bounce rate, Lighthouse score) — the business outcomes clients actually care about.
  • –19 per-service KPIs each with: primary KPI + unit, goal, baseline capture checklist, measurement source, reporting cadence, ROI narrative, and BDM talking point for sales conversations.
  • –Framework: baseline → agreed target → monthly delta. Baseline assessment is now both a deliverable and a contract anchor.
ProjectVision.html — ROI Framework section
  • –New “ROI Framework” section added to sidebar and main content. Cross-service KPI card grid at top; full per-service KPI table below with goals and BDM talking points.
data/services.js + data/open-questions.js
  • –roiId field added to all 19 services, linking each to its ROI metrics entry.
  • –4 new open questions: who selects KPIs at kickoff, how to get GA4/Search Console access for baseline, what the monthly ROI report looks like, and whether targets are set at kickoff or after 90 days of actuals.
ProjectVision.html — Master Project Hub New
April 2, 2026
ProjectVision.html + data/*.js
  • –Created ProjectVision.html — central project hub with 11 sections: Product Overview, Two Portals, Service Catalog, Pricing Framework, Team & Ownership, Skill Sheet Tracker, Agent Development, YouTube/Blog Topics, Phase Gates, Open Questions, Project Files.
  • –All content loads from 7 separate data/*.js files (no server required — file:// compatible). Edit any data file and reload to update the plan.
  • –Data files: services.js (19 services with F/S/M/L tier pricing), team.js, agents.js, skill-sheets.js, content.js, milestones.js, open-questions.js.
  • –Four phase gates defined targeting Q2 first customer: Phase 1 Sales Enablement, Phase 2 AD Portal, Phase 3 Client Portal, Phase 4 Marketing Funnel.
  • –12 YouTube/blog topic seeds added. 10 open questions documented with owners and build impact.
estimating.md + BUILD_BRIEF.html
  • –Created estimating.md — 26 scope line items, pricing variables, and 10 open questions formatted for sharing with Claude.ai.
  • –Created BUILD_BRIEF.html (Paul’s build brief) — all 5 planning open questions resolved, terminology corrections, schema definitions, and prioritized build order.
Terminology & Corrections
  • –Company name corrected to Northwoods (not “Northwoods Digital”) across all memory files and new deliverables.
  • –Standardized team terminology: AD (Account Director) replaces “Account Manager” / “Project Manager”; BDM (Business Development Manager) replaces “sales team”.
  • –Two-portal architecture defined: Client Portal (external, magic link) and AD Portal (internal, VPN-only, deliverable checklist + hours tracker, syncs to client portal).
Dashboard — Font Size +20% Polish
April 1, 2026
portal/dashboard.html
  • – All 67 font-size values scaled up 20% across the dashboard. Range: 9px → 11px (smallest labels) through 36px → 43px (largest score displays). Layout dimensions (padding, widths, heights) left unchanged. Going forward, new dashboard/portal UI pages will use a 16px base font rather than 13px.
Client Dashboard — portal/dashboard.html New
April 1, 2026
New file
  • – Created portal/dashboard.html — full Compass client portal dashboard. Fixed sidebar navigation with scroll-aware active states, sticky topbar with client/site selector, and modular card layout across all service areas. Mock data based on a fictional “Meridian Health Systems” client. Sections: overall health score strip, Core Web Vitals (CWV gauges), SEO health, Privacy/CMP (with compliance level track), Accessibility, Security, Uptime (generated bar chart), Analytics/GA4, Site Baseline Inventory, and AI-generated recommendations.
Wave 1 — CMP Service Page Feature
April 1, 2026
New service page
  • – Created services/cmp-privacy-consent.html — the first Wave 1 internal service reference page. Covers the CMP (Privacy & Consent Management) service owned by Eric. Includes: service description, owner card, S/M/L tier breakdown, full agent check table (Quick Scan / Review / Full Audit), 5-level compliance framework, sample Quick Scan output, sample remediation plan, deliverables by tier, and current delivery workflow (Agent → Hayden/Lovable → Eric).
Specialist ownership — finalized
  • –Eric — CMP / Privacy & Consent. Agent tool production-ready; public Quick Scan nearly complete.
  • –Greg — CSP (Content Security Policy) & Uptime Monitoring.
  • –Jenna — UX Design, Accessibility, UI, Wireframing, Prototyping.
  • –Katelyn — Digital Strategy, UX Strategy, Content Design, Analytics, Competitive Benchmarking, Website Assessments.
  • –Alex — SEO, Content Strategy, AI Search Optimization (GEO).
  • –Ed — Digital Advertising (Google, Meta, LinkedIn, TikTok, Display, Remarketing).
  • –Brian — HTTPS, Backup/DR (reactive only — not proactive service offerings).
  • –Hayden — Report polish (Lovable). Produces branded client-facing reports from agent raw output.
Pricing framework confirmed
  • –F — Free / Quick Scan: Free, self-serve on NWS website, homepage only, ~30 seconds, no account required.
  • –S — Paid Deeper Scan: ~$200, email-gated, deeper scan, agent-generated branded report.
  • –M — Audit & Consult: $$$ TBD, full site, agent + specialist review, remediation plan + live expert walkthrough.
  • –L — Retainer: Monthly retainer, recurring scans, dashboard KPIs, monthly review meetings, included remediation hours.
Planning Infrastructure Feature
April 1, 2026
Paul — Planning Agent
  • – Created Paul, a project-level strategic planning agent defined at .claude/agents/paul.md. Paul reads project documentation, maps content against six planning dimensions (Product Definition, Stakeholders, Workstreams, Dependencies, Open Questions, Milestones), and asks structured questions to drive the planning process. Attributes (tone, question style, planning depth, priority focus, output format) are editable in the agent file.
  • – Paul completed his first-round documentation review and identified four named open questions from the docs: Greg / uptime notifications, baseline assessment pricing ($TBD), x402 payment gateway decision, and prospect account creation. First round of planning questions posed — awaiting answers to produce phased workstream brief.
Open questions surfaced
  • –Who owns each of the four workstreams (Portal, Marketing Funnel, Sales Funnel, Uptime Monitor)? Build order vs. parallel?
  • –Target launch state — deadline, specific pilot client, or still pre-pilot?
  • –Baseline assessment pricing decision process — active or needs to be scoped here?
  • –Free 10-page scan: lead-gen funnel into paid assessment, or standalone product?
Rebrand — Compass New
April 1, 2026
Product rename
  • – All project assets renamed from NWS 365 / True North Advantage Plus (TNAP) to the canonical product name Compass. This is now the single name used across all files, documents, and deliverables for this product.
Files renamed
Before After
Dashboard for NWS365.md → Dashboard for Compass.md
NWS365_Proposal_Meridian.docx → Compass_Proposal_Meridian.docx
nws365_team_branded.html → compass_team_branded.html
True North Advantage Plus.docx → Compass.docx
Compass — Northwoods Digital Last updated: April 4, 2026 — Service assessments, Project Master, Phase 1 reframe