Operator Overview · Prepared 2026-05-09

Boolean Automation builds the operating system for $4–10M painting companies.

A vertical-SaaS-plus-services play: a connective stack of integrations (PaintScout, HubSpot, Airtable, QuickBooks) wrapped in a dedicated Sales-Engineer pod. 26 active clients. ~$835K annualized run rate. The tools work — they just didn't work together until we showed up.

Annualized run rate
$835K
YTD $298K · QBO live 2026-05-09
Active clients
26
22 with confirmed MRR · 4 in onboarding
Confirmed MRR
$41,134
Subscription only · ACV $2.4K–$72K
Q2 net income (5 wk)
+$6.2K
After absorbing Q1 −$6.1K loss
01 / WHAT WE DO

A connective stack and the team that runs it.

Painting companies in the $4–10M revenue band already own the right tools. They use PaintScout to estimate, HubSpot to manage their pipeline, Airtable to wrangle data, QuickBooks for finance. The tools just don't talk to each other. Boolean is what makes them talk — and the team who keeps them talking when something changes.

How we make money

  • Subscription · ~89% of revenue. $200–$6,000/mo per client (median $2K). Continuous integration ops + a dedicated Sales Engineer.
  • Customization · ~8%. $75 per 15–30 min increment for in-stack changes — new automations, schema mods, scoped builds. Bills like consulting, behaves like recurring (clients change-order constantly).
  • Boolean Review · separate product. Review-solicitation SaaS — five BR-only clients (incl. one outside painting) plus bundled into ~17 BA accounts.

How we deliver

  • One SE per client. A Boolean Sales-Engineer owns each implementation start-to-finish — discovery, build, ongoing ops. Filipino pod, US-time-aligned. Five active SEs on rotation.
  • Stack-led, not custom-software-led. We integrate best-of-breed vendors rather than rebuild them. Lower delivery risk; clients keep their tools.
  • AI agent fleet as force multiplier. 10 internal Claude-Code agents (ops intelligence, design review, integration engineering, drift monitoring, historian) — explains how 7 humans run 26 clients.

The stack we orchestrate

$4–10M Painting Co. owner · office staff · field crews VENDOR LAYER PaintScout estimating · quotes HubSpot CRM · deals · contacts Airtable jobs · people · ops data QuickBooks Online invoices · payments · GL QuickBooks Time timesheets · payroll burden Sherwin / Slack / Twilio / SmartSheets tail of integrations BOOLEAN ORCHESTRATION Integration Platform event-driven · 25 trigger events · idempotent · per-client tenancy Currently Prismatic-hosted ($48K/yr) → being replaced by Norman-native build (in flight, ~16wk) WHAT THE OWNER + MANAGERS SEE Owner Dashboard sold margin · production reality cash · early-warning signals Commission Dashboard rep payouts on GP basis no spreadsheet reconciliations Crew App (mobile) job assignments · daily reports photos · time-on-site Boolean Review post-job review solicitation Google reviews · multi-channel Custom apps addendums, AR reminders, etc.
02 / WHO WE DO IT FOR

The Delegating Paint Owner.

Boolean's ICP is specific enough that Chris (the founder) can name the avatar in one sentence. Nicknamed internally "The Delegating Paint Owner" — sourced from the Dent KPI Value Canvas filled 2026-05-03.

Profile

Owner of a regional painting company who has started stepping out of the day-to-day and built a leadership layer — managers, estimators, an office team. Identity wraps around stewardship: protecting the people, the reputation, and the lifestyle the business funds. Not impressed by trendy tech, but optimistic about AI/automation that clearly helps staff.

Revenue band
$7M – $15M+
~$4M is the floor
Office staff
3 – 4
CSR · Admin · Sales · Finance
Field reps
3 – 5
sales reps + crews
Geo
U.S. regional
residential + commercial mix

Buying triggers

  • Growth creating operational noise & fragility rather than calm scale
  • Onboarded a GM/operator layer but the owner still feels blind
  • Recurring costly mistakes with no traceable root cause
  • Crossing a revenue threshold where overhead becomes risky (~$4M)

Disqualifiers

  • Sub-$4M owner-operators
  • "Hustle harder / motivation" buyers
  • "Replace your team with AI" buyers

Their deep fear (verbatim, from the canvas)

I built something real… but it still feels fragile. If I'm not watching closely, things can quietly drift — margins, quality, customer experience — and I won't see it until it's too late. I'm scared I've stepped back too early. That the 'team running it' story is just me paying for chaos I can't see.

They don't fear growth or change. They fear drifting blind into a bigger company that's harder to steer — where margin and quality slipped quietly and they can't say when. What they want most is to feel like a real steward again: calm, informed, in control.

What we offer back

Single source of truth

One dashboard. Sold margin, production reality, change orders, labor burn, cash. Weekly review takes 30 minutes — not an emotional spiral.

The system holds when the owner steps away

Manager-first dashboards (not owner-only). The team has the data they need without escalating to the owner. Delegation actually sticks.

Early-warning signals, not autopsies

Margin drift, cash gaps, schedule risk surface in days — not at month-end close. Fix small problems before they become margin-killers.

03 / REAL CLIENTS

26 painting companies. $41,134 confirmed MRR.

Live roster from boolean-knowledge/clients/. Subscription amounts from each client's profile.md. Domains pulled from active stakeholder records. ACV ranges from $200/mo (review-only) to $6,000/mo (full automation). Median monthly equivalent is ~$2,000/mo.

Subscription distribution (monthly equivalent)

4 7 10 0 1 $0–1K $1K–2K $2K–3K $3K–5K $5K+ clients

Concentration is $2K–$3K/mo — 10 of 22 confirmed-MRR clients sit there. One outlier at $6K/mo (Integrity Painting). Four review-only or small-scope ($200–$1K).

SE assignment (load balancing)

Rensy Lomboy 8 Celine Alinea 7 Dan Labrador 7 Chris Kiefer 3 (founder-touch · churn-risk accounts) Eveguel 1 (also runs dev/automation across portfolio)

Three SEs carry ~85% of the portfolio (22 of 26 client relationships). Chris owns three accounts directly — Blair, Paint Denver, SNL — all classified as founder-touch / churn-risk.

The portfolio · 26 active accounts

A&A Painting
aapaintinginc.com
$15K/yr · ANA · Dan
ACP Painting
acppaintingllc.com
$15K/yr · ACP · Celine
All American Painting Plus
allamericanpaintingplus.com
$1,470/mo · AAPP · Celine
AllBright Pro Painting
allbrightpropainting.com
$200/mo · ABPP · Rensy · review-only
Blair Commercial Painting
blairpaintingllc.com
$2,849/mo · BLR · Chris
C and A Painting
candapainting.com
onboarding · CNA · Celine
Connor Painting
connorpainting.com
$15K/yr · CNP · Celine
Dennis Moffit Painting
dennismoffitpainting.com
$1,500/mo · DMP · Dan
Emerson Paints
emersonpaints.com
$2,000/mo · EMS · Rensy
Funky Painting
funkypainting.com
$2,000/mo · FUP · Celine
GoPainting
gopainting.com
$2,765/mo · GOP · Eveguel
Heiler Painting
heilerpainting.com
$2,000/mo · HLP · Dan
High Five Painting (519 Painters)
519painters.com
onboarding · 519 · Celine
Highfill Painting
highfillpainting.com
$2,000/mo · HFL · Celine
Integrity Painting
integritypaint.net
$6,000/mo · INTG · Rensy
Kennedy Painting
stlouishousepainting.com
$10K/yr + crew app · KEN · Rensy
McLain's Painting
mclainspainting.com
$1,000/mo · MCL · Dan
Mike's Quality Painting
mikesqualitypainting.com
~$11K/yr · MQP · Rensy
Paint Denver
paintdenver.com
billing under review · PDV · Chris
Paragon Painting Atlanta
paragon-paint.com
$2,500/mo · PGN · Dan
Pro Rise Painting
prorisepainting.com
$2,850/mo · PRP · Dan
Roll Call Painting
rollcallpainting.com
$2K/mo + projects · RCL · Rensy
Select Painting & Coatings
select-kc.com
$500/mo · SKC · Rensy
Service Built
servicebuilt.com
onboarding · SBC · Rensy
SNL Painting
snlpainting.com
$2,500/mo · SNL · Chris
Steve Holloway Painting
stevehollowaypainters.com
$1,500/mo · SHP · Dan

Open any card to inspect a real client. They're regional U.S. residential/commercial painters — most $4–10M revenue, family-owned, 3–5 office staff. The portfolio represents Boolean's product/market fit: low churn (1 confirmed in last 12 months), expanding via change-orders, references-driven growth.

04 / TEAM & ARCHITECTURE

Seven humans. Ten AI agents. One pod.

Boolean's structural innovation is the AI agent fleet — ten Claude-Code-powered personas that operate as force multipliers across the SE pod, ops, and engineering. Not a marketing flourish. They review every PR, audit every drift, sweep every weekly, ship every Prismatic deploy.

Humans (7)

Chris Kiefer Founder · strategy, sales, last-line client owner. Active SE for SNL.
Cody Hopkins Director of Ops · runs the SE team, owns tooling + the agent fleet. (You.)
CelineSE · 7 clients
Dan LabradorSE · 7 clients (retention risk flagged 3/31)
EveguelSE/Dev · 1 client + Kairos automation agent
Rensy LomboySE · 8 clients
MarcelSE · promoted candidate (status uncertain)

Engineering bench is now Cody + Claude Code + Chris only — Rod & Justin sunset 2026-04-15 in the radical-reduction pivot.

AI agents (10 personas, all live as /hat-loadable inside Claude Code)

Norman Ops intelligence · SE grading · brief author · drift reports
Vera Design architect · Design OS · gate reviews
Marshall Airtable engineering · QBO reporting · sole Airtable writer
Rory Structural builder · OAuth · webhooks · platform engineering
Kairos Dev automation · Prismatic/Zapier/Make · Railway-hosted
Luke Historian · audit/staleness pipeline · daily & weekly publication
Mark Field reporter · open-web research with skepticism & freshness
Norm · Dara · Gabby Benched 2026-04-09 (consolidated into Rory + Norman)

The agents aren't autonomous services — they're prompt-context personas inside Claude Code that compose on demand. SOUL.md + IDENTITY.md + TOOLS.md per agent. No allowlists, no daemons, no $$ API costs from idle agents. The whole fleet runs on Cody's Claude Code subscription.

05 / THE NUMBERS

The pivot is showing through the books.

Q1 closed at $216K revenue with a $6K net loss. April 2: pivot decided — kill Prismatic, rebuild platform in-house, cut headcount to a lean SE pod. April 9–15: Riz, Veronica, Justin, Rod sunset. The first five weeks of Q2 absorbed the entire Q1 loss and added $6K of net income on top.

Revenue vs net income — Q1 vs Q2-to-date

$240K $160K $80K $0 $216K −$6.1K Q1 2026 (Jan–Mar) $82K +$6.2K Q2-to-date (5 wks) Revenue Net income

May MTD (8 days) is already at +$9.9K net income — the month is on track to be the most profitable in recent record.

Revenue mix · YTD 2026 ($298K)

$298K YTD revenue Automation Income · 89% $266,518 — recurring subscription Review Income · 8% $25,208 — customizations + Stripe Legacy / other · 3% $5,337 net (after $7,951 discounts)

Cost structure (annualized)

SE direct labor ~$236K
Software / hosting ~$79K
Admin / sales labor ~$346K
G&A / general ~$119K
Advertising / marketing ~$24K
Total ~$821K

Real gross margin ~60% once SE labor is properly classified (book-hygiene gap: $84K YTD currently sits in "uncategorized Gusto labor").

Single biggest unit-economics lever

Killing Prismatic. The integration platform we currently run on costs ~$48K/yr — nearly all of the $79K software/hosting line.

Decided April 2. Building a Norman-native event-driven platform (25 trigger events) that owns the orchestration and removes the dependency. ~16-week build. When it ships, ~5 percentage points of margin step-change at current scale.

Cody leads architecture. Chris supports. Kairos (the dev-automation agent) is co-resident on Railway and exercises the new platform daily.

AR · concentration snapshot

Ortiz Decorating$16,250current
Connor Painting$15,00031–60
Miriam Freeman (SNL)$11,073current
Shaun McMurry$10,11931–60
Roll Call Painting$5,00091+

Total AR: $64,050 across 22 customers. Top 5 = 90% of total. Roll Call's $5K in 91+ is the single concrete write-off candidate; otherwise the book is healthy.

06 / THE 2026 ARC

The pivot, in receipts.

Sourced from Fireflies meeting record + commit history + boolean-knowledge change log. Every event below has a primary source citation in the operating record.

2026-02-10
Cody flags Chris as the technical bottleneck
Loveable Scheduler brainstorm (~2h, Fireflies 01KH1MEC…). Cody on the record: Chris is the technical bottleneck preventing new product development. Sets up the strategic decision that lands April 2.
2026-03-20
Growth framework finalized
Chris/Cody 3h working session. Customization billing rate locked at $75 per 15–30 min. Sales pipeline review — Hoker, Two Day Painting, Programmed Australia, Ortiz all named.
2026-03-31
Cody performance review — radical reduction discussed
Q1 actual numbers confirmed: $212K revenue, ~$9K net loss. Path of "radical reduction" (cut staff to 2-3 SEs) put on the table. Dan Labrador resignation flagged.
2026-04-02
Norman-native platform decision
Cody/Chris sync (Fireflies 01KN7YZ7…). Decision: rebuild integration platform in-house to retire Prismatic. Event-driven, 25 trigger events, ~16-week build. Cody owns architecture.
2026-04-09
boolean-knowledge repo goes live · agent fleet consolidates
Six-phase Knowledge Base Migration completes. 26 client directories, 29 agent identity files, 17 infrastructure templates committed to version control. Norm + Dara + Gabby benched; Rory + Norman absorb their roles.
2026-04-09 → 04-15
Team cuts execute
Riz, Veronica, Justin, Rod sunset. Engineering bench now Cody + Claude Code + Chris only. Five active SEs remain (Celine, Dan, Eveguel, Rensy, Marcel).
2026-04-15
Integration Change Protocol ratified
Co-authored by Rory + Norman. Binding standard for every Prismatic deploy: Linear ticket → change-log → Airtable registry row → narrative #dev-team Slack post. The /ship skill becomes its executor.
2026-04-17
Atlas decommissioned
First product retirement under the new discipline. Live replacement: Paint Denver AR-reminders automation built on the new pattern.
2026-05-03
Marketing function bootstrapped
Three artifacts committed: Dent Value Canvas (ICP + offer), YouTube strategy doc, topic backlog. Chris's positioning lock: "operator with AI receipts." First publication cadence starts now.
2026-05-08
Kennedy Crew App v1 → production
First crew-app productized on the new paintos-shell multi-tenant substrate. Sean + Adam onboarded; staged rollout to remaining crews Mon 5/11. Blueprint to repeat across portfolio.
2026-05-09 (today)
YTD net income breaks above zero
QBO live: $298,223 revenue · $295,184 cost · +$38 YTD net. May MTD already +$9,859 in 8 days. The pivot is in the books.
07 / THE BETS

What we're playing for, next 12 months.

BET 01 moat

Own the integration platform.

Ship the Norman-native replacement for Prismatic. Eliminates ~$48K/yr COGS, removes single biggest vendor risk, gives us a real moat (vertical-specific event model) instead of vendor-lock.

Owner: Cody · ETA Q3 2026

BET 02 growth

Build the inbound machine.

Q1 closed zero new clients. Marketing function is six days old. YouTube cadence + 1-2 industry collab episodes (Nick May, Mike Gore-Hickman) + ICP-targeted CTAs are the bet. Goal: predictable inbound discovery-call volume by end of Q3.

Owner: Chris (presence) · Cody (production) · ETA cadence by 06-30

BET 03 scale

Productize the crew app.

Kennedy v1 shipped yesterday on the multi-tenant paintos-shell. Repeat across the portfolio. Each new tenant added at near-zero marginal engineering cost is the unit-economics inflection.

Owner: Cody + Vera · 3–5 tenants by Q4

Honest risk view

acquisition Q1 = 0 new clients. Marketing is six days old. Until we prove the channel, growth is reference-only and slow.

founder bottleneck Chris is the technical bottleneck flagged 2/10. April moves are the bet, not yet validated. Worth tracking whether the bottleneck has actually moved or just changed shape.

Prismatic dependency Real until the rebuild ships. Single-vendor exposure on the orchestration layer.

SE retention Dan Labrador resignation flagged 3/31, still in place. If he leaves, Heiler coverage breaks and the bench is thin.

Select Painting Zero W17 activity, $23K AR exposure as of 4/8. Biggest churn-with-money-attached risk in the portfolio.

books hygiene $84K of "uncategorized Gusto labor" hides real margin. R&D credits possibly under-claimed. Fixable; not load-bearing.