Exodus Playbook

Exodus — Playbook

Last updated: 2026-04-01

This is the living action plan for Exodus. Every action must cite at least one principle and state its connection to the move or to revenue via case studies.

Important: Timeline accelerated. Target: Ninghai, China by ~Sep 1, 2026. April is prove-it month for DocProof/Automator growth. House sale, visa, green card all running in parallel.


Review Log

DateTypeKey DecisionsNext Review
2026-03-31Initial buildPlaybook created. Move is aspirational — depends on DocProof/Automator revenue.2026-04-30
2026-04-01Major updateDestination locked: Ninghai (Yun’s parents). Timeline accelerated to Sep 2026 arrival. W2 exit trigger lowered to “positive growth” not $5K MRR. House sale added. Visa/green card constraints identified.2026-04-15

The Plays

Play 1: Prove Growth & Exit W2 (April–May 2026)

Path: Launch DocProof + Automator quietly → show positive growth → give notice at iSoftStone → go loud → maximize growth before departure Milestone: Positive revenue traction from DocProof/Automator. Notice given at iSoftStone. Status: Active — April is the critical month.

Play 2: House Sale & Financial Optimization (April–July 2026)

Path: Prep house → list → sell → close → optimize taxes → park proceeds in interest-bearing vehicle Milestone: House sold, proceeds generating passive income, tax exposure minimized. Status: Active — needs to start immediately.

Play 3: Visa & Green Card (April–June 2026)

Path: File Yun’s re-entry permit → confirm Adam’s visa validity → plan for renewal if staying past Sep 28 Milestone: Yun’s re-entry permit filed. Adam’s visa situation resolved for 6-12 month stay. Status: Active — re-entry permit must be filed before departure.

Play 4: Pack, Ship & Depart (July–August 2026)

Path: Sort possessions → ship essentials → set up virtual mailbox → close out US logistics → fly to Ninghai Milestone: Family arrived in Ninghai before school year starts. Status: Deferred until June. Planning can start now.

Play 5: Build Move Automations (Ongoing)

Path: Identify repetitive move tasks → automate them → document as case studies Milestone: 3+ automation case studies documented for The Automator portfolio. Status: Active (builds naturally as move planning progresses).


Actions by Time Horizon

Immediate (April 2026 — Critical Month)

#ActionPlayConnectionPrinciplesOwnerStatusAddedTarget
1Launch DocProof and Automator quietly — show positive growth1W2 exit trigger. Must prove viability this month.E1AdamNot started2026-04-012026-04-30
2Research house sale process — find real estate agent, get market comps, understand timeline. See plans/house-sale-plan.md2House must sell before departure. Need to start now for Jul close.E1, E4BothNot started2026-04-012026-04-15
3Research tax optimization for house sale — Section 121 exclusion, capital gains, CPA consult2Could save $50K+ in taxes. Must understand rules before listing.E1AdamNot started2026-04-012026-04-15
4File Yun’s re-entry permit (I-131) — must be filed BEFORE departure to maintain green card3Non-negotiable. Without this, green card at risk if abroad >1 year.E4, S2Yun + AdamNot started2026-04-012026-04-30
5Research Adam’s China visa renewal/extension options — current visa expires Sep 28, 20263If staying 6-12 months, need visa that covers the full stay.E4, S2AdamNot started2026-04-012026-04-30
6Find Chinese school year start date for Ninghai area — confirm Sep 1 assumption4Anchors the entire workback timeline.E4YunNot started2026-04-012026-04-07
7Calculate financial runway — house sale estimate, interest income, business revenue, burn rate in Ninghai2Need hard numbers. Cost of living in Ninghai is very low — quantify the advantage.E1Adam + YunNot started2026-04-012026-04-15
8Research safe interest-bearing vehicles for house sale proceeds — HYSA, T-bills, I-bonds, CD ladder2House proceeds are a major income source. Need best risk-free return.E1AdamNot started2026-04-012026-04-15
8bEvaluate WA business registration — keep, re-domicile (WY/DE), or restructure? Factor in B&O tax, nexus, registered agent2Operating from China changes the calculus. WA B&O hits gross receipts. Son in Bothell can be registered agent.E1, S2AdamNot started2026-04-012026-04-30
8cAudit bank accounts — which to keep, which work internationally, do we need Wise/Schwab?2Must be able to access and move money from China. Some banks flag foreign logins.E1, S2AdamNot started2026-04-012026-04-30

Near-Term (May–June 2026)

#ActionPlayConnectionPrinciplesOwnerStatusAddedTarget
9Give notice at iSoftStone (once growth is proven)1Exit the W2. Frees up full-time for business + move prep.E1AdamNot started2026-04-012026-05-31
10Go loud — public launch, maximize growth while still in US1Leverage US presence for networking, events, content before leaving.S1, E2AdamNot started2026-04-012026-05-15
11List and sell the house2Must close by July to have proceeds before departure.E1, E4BothNot started2026-04-012026-07-15
12Set up international banking — accessing US funds from China2Money must flow. Research Wise, Schwab international, etc.S2AdamNot started2026-04-012026-06-30
13Set up virtual mailbox — US address for banking, green card, legal4Need a US address while abroad.S2AdamNot started2026-04-012026-06-30
14Research US expat tax implications — CPA consult2Legal requirement for US citizens earning abroad.E1, S2AdamNot started2026-04-012026-06-15
15Build moving checklist automation with reminders and dependencies5Case study: “Automated our international relocation checklist.”E3, S1, E2AdamNot started2026-04-012026-05-31
16Yun begins travel YouTube channel research and setup5Case study: “How we used AI to launch a YouTube channel.”S1, E2YunNot started2026-04-012026-06-30

Pre-Departure (July–August 2026)

#ActionPlayConnectionPrinciplesOwnerStatusAddedTarget
17Inventory and sort possessions — keep/store/sell/ship4Can’t ship everything. Be ruthless.E4Yun + AdamNot started2026-04-012026-07-31
18Ship essentials to Ninghai4Long shipping times to China — start early.E4YunNot started2026-04-012026-07-15
19Phone/communication setup — VPN, US number, WeChat4Must maintain US connectivity from China.S2AdamNot started2026-04-012026-08-15
20Close on house sale, park proceeds2Final financial step before departure.E1BothNot started2026-04-012026-08-15
21Fly to Ninghai — arrive before school year starts4The move itself.BothNot started2026-04-012026-08-25

Completed Actions

#ActionPlayCompletedOutcome
Nothing completed yet.

Change Log

DateWhat ChangedWhy
2026-03-31Playbook created with 3 plays and 11 actions.Strategic conversation — the move is both life goal and business asset.
2026-04-01Major overhaul: destination locked (Ninghai), timeline accelerated (Sep 2026), 5 plays and 21 actions, house sale + tax + visa + green card workstreams added.Discussion: Yun’s parents in Ninghai removes housing blocker. W2 exit trigger lowered. April is prove-it month.