👑
Santiago Flores
Principal · Owner · CEO — Kasa Flores LLC · CBH Consulting · Membership Director — CCRX
Kasa Flores LLC
CBH Consulting
Crystal Clear RX Wellness
🎯 Closer
✅ Pipeline Approver
Active
DECISION MAKER
VISION LEAD
VISION LEAD
Business Silo
Kasa Flores LLC
Business Development · Network Marketing · IBO Team
Otto — Kasa Ops Manager
Team Accountability & Growth Oversight
In Progress
Agents
Finn — the Scout
IBO Prospect Sourcing & Identification
Open Role
TATE — Team Accountability Tracker
Kasa Flores Dashboard · CORE Habits · PV
Live
Coal — Content & Outreach Agent
Customer Engagement Dashboard · Content · Outreach
Live
Reggie — the Reporter
Weekly Digest & Performance Summary
Open Role
Business Silo
Crystal Clear RX Wellness
Concierge Pharmacy · Wellness Memberships · 503A Supply for Providers
Rex — CCRX Ops Manager
Membership Operations · Field Routes · Provider Onboarding · Follow-Up Drafts
Active
Agents
Linc — Referral Scout
FLORES link · Sign-up tracking · Funnel reporting
Open Role
Remi — Member Outreach
Consumer memberships · Nurture sequences · Email + SMS
Open Role
Clara — Provider Outreach
B2B 503A supply · Field routes · GHL follow-ups
Live
Santiago Flores — Membership Director
Personal closing · Provider follow-ups · Enrollment confirmation
Active
Business Silo
CBH Consulting
M&A Advisory · Business Brokerage · Turning Complexity Into Clarity
CBH Ops Manager
Deal Flow · FLO (Cowork) · BBF (Claude Code)
In Progress
Agents
Deal Lead Generator
Buyside & Sell-Side Sourcing
Open Role
FLO — Outreach Agent
Cowork · Owner Nurture · Three-Path Sequences
Live · Cowork
BBF — Listing Broker Outreach
Claude Code · Broker Targeting · Sell-Side Listings
Live · Claude Code
Frances — M&A Assistant
CIM Review · Financials · Deal Summary
Live
Chief of Staff Agent
Daily Digest & Decision Queue
Open Role
📅 Routine Schedule Exact names match Cowork → Routines
| Timing | Routine | Cadence | Silo |
|---|---|---|---|
| TBD · Daily | CCRX — Linc · FLORES Link Monitoring | Daily | CCRX |
| On-Demand | CCRX — Remi · Member Outreach Sequences (Individual Memberships) | On-Demand | CCRX |
| Daily · Field days | CCRX — Clara · Field Routes + GHL Follow-Ups (B2B Providers) | Daily · Field days | CCRX |
| TBD | Kasa — Team Accountability Report | TBD | KASA |
| Daily · 8:00 AM | CBH — Chief of Staff Morning Digest | Daily | CBH |
| On-Demand | FLO — Owner Outreach Sequences (Cowork) | On-Demand | CBH |
| On-Demand | BBF — Listing Broker Outreach (Claude Code) | On-Demand | CBH |
🔗 System Connections
Referral Scout
→
ccrxpharm.com/c/FLORES
· FLORES referral link · new member sign-ups · daily tracking
Member Outreach
→
Wellness Membership Pipeline
· Email + SMS sequences · enrollment nurture · consumer memberships
Provider Outreach
→
Provider Access Program
· B2B clinic + physician outreach · provider application funnel
CCRX Agents
→
Santiago (Membership Director)
· Warm leads escalated · sflores@ccrxpharm.health · (407) 616-7316
FLO
→
CBH Deal Pipeline
· Cowork agent — owner nurture across all three paths
BBF
→
Listing Brokers
· Claude Code — broker outreach for sell-side listings
FLO + BBF
→
Santiago
· Hot responses and warm leads escalated for closing