ACTIVE Derek = PM — Ran Samuel call solo, debriefed team. PM ownership demonstrated in action.
ACTIVE Will = Product — Tried uploading knowledge files Monday (server down). Rebooted Tuesday. Retrying today.
ACTIVE Derek = Client Face — Handled Samuel expectations directly. Set scope on Design Suite vs CareerNav.
REINFORCED 100x Test — Applied: landing pages pass (we need them too). Daily ad copy fails (agency work).
MITIGATED Sumit on leave — Jason rebooted servers, coding system-wide improvements. Unblocked for now.
Today's Rocks
1. Align on JV Infrastructure
Derek uncovered structural questions from Samuel call: who owns the CRM, leads, and infrastructure in a JV? Resolved this call.
AllThis Call
"If all of these customers are still stuck in this point, that money is getting mixed in with Brad, instead of being distributed." — Derek
2. Define the Bucket System for Prioritization
Not everything can be urgent. Bucket A = we need it for ourselves, B = we need it for JVs, C = one-off for client. Filter everything through this.
JasonThis Call
"Is this a system that we need in our business? Right? Beyond is it a one-off for Samuel, or is it going to be something that we need to do for everybody?" — Jason
3. Resolve Samuel's Lead Capture Gap
Samuel thinks people are joining a waitlist. There IS no waitlist. Leads are going nowhere. Fix this immediately.
DerekWillThis Week
"He was under the impression people were joining a waitlist. There's no waitlist being created on this landing page." — Derek
Task Checklist
Jason
Jason
0/3 done
Set up lead capture / waitlist on Align360.io website
HIGHThis week
Share the 3Ds framework with Derek via Slack
MEDToday
Share Kanban dashboard prototype with team
MEDToday
Will
Will
0/2 done
Retry uploading knowledge files to admin (server rebooted Tuesday)
HIGHToday
Create process for Derek to view and reach out to Samuel's leads
HIGHThis week
Derek
Derek
0/2 done
Get familiar with Align360 admin dashboard — review sign-up data and user metrics
MEDThis week
Evaluate landing page + design system as productized JV value-add
MEDOngoing
Blockers
No waitlist or lead capture on Align360.io
Impact: Samuel told prospects to join a waitlist that doesn't exist. Leads going nowhere.
Unblock: Jason — add sign-up form, pipe into database + email notification flow (same pattern as existing NowPage publish).
Knowledge file uploads failing in admin panel
Impact: Will can't update Samuel's model with new knowledge files.
Unblock: Server rebooted Tuesday. Will retrying today. Escalate to Sumit if still failing.
Derek unfamiliar with Align360 website internals
Impact: Couldn't verify landing page CTAs during Samuel call. Had to backtrack.
Unblock: Jason to walk Derek through admin. Will to clarify what's live vs test.
"I was not familiar enough with his website to properly handle that conversation in the moment. I apologize for that." — Derek
Decisions Made
1. Bucket prioritization: A = we need it, B = JVs need it, C = one-off
Agreed by: Jason, Will, Derek
New framework. Every feature request now passes through 3 gates before getting built. A-bucket = urgent. C-bucket = "maybe someday."
"Not everything can be the most important thing." — Jason
2. CRM = internal tables. No external tools.
Agreed by: Jason, Will, Derek
Derek was exploring GoHighLevel. Resolved: use Supabase tables + NowPage dashboard. Keep it dirty and simple. CRMs are a "maybe someday" problem.
"I think we start with what we have. He doesn't need those complex AI CRM for $1,000 a month." — Will
3. Landing pages ARE a value-add we should productize
Agreed by: Jason, Will, Derek
Passes the 100x test. ICP-aligned, voice-matched, one-button deployment. Adds to JV exit multiplier.
"If we have a cold outreach tool and a way to stand landing pages instantly in the ICP's voice... those are all value adds that make the end goal of an asset exitable for a multiple higher." — Derek
4. No agency work — fails the 100x test
Agreed by: Jason, Will
Build tools and strategy, not daily ad copy. "Setting up a few landing pages is fine. Writing his content daily is not."
5. JV leads flow through OUR systems — not the client's CRM
Agreed by: Jason, Will, Derek
Derek's key insight: if leads stay in the client's CRM, the JV has no exit value. Our infrastructure = our leverage.
6. Samuel: Design Suite only. Not CareerNav simultaneously.
Communicated by Derek to Samuel
Lock one product, prove it, then expand. Every additional product doubles the work.
7. GTM before CRM — attention and distribution come first
Agreed by: Jason, Will
CRM is only a problem once you have people coming in. Solve the "how do we get in front of people" problem first.
"What's way more important than building a CRM? It's like, well, how are we getting in front of people?" — Jason
Knowledge Graph
How this meeting connects to people, projects, decisions, and past meetings. Includes nodes from Apr 6 Sprint. Click a node to explore.