Derek and Will need to see and use the ops tools. Can't manage what you can't see.
JasonDONE (this call)
"That's phenomenal." — Derek | "Yes, this is great." — Will
2. Establish Task Governance SOP
Frameworks not synced because the baton was assumed, not confirmed. Communication gaps costing days.
AllDONE (this call)
"The baton is still in your hand unless someone acknowledges." — Jason
3. Info-to-SaaS GTM Pivot
B2B deals cleaner than individual experts. Established info businesses have cash, know the problem, no ego friction.
DerekThis week
"The info space is drying up. Do you want to turn your info business into a SaaS? Click here." — Derek
Task Checklist
Jason
Jason
0/4 done
Fix Samuel frameworks sync — Sumit Claude code credits issue, hand off piping instructions
HIGHThis week
Create lead magnet: "Is your IP SaaS-able?" quiz/ROI calculator
MEDThis week
Pipe up design system extraction tool for JV brand outreach
MEDThis week
Drop today's transcript into dashboard + generate meeting cards
MEDToday
Will
Will
0/2 done
Own Samuel UI rock — get to production quality by Friday
HIGHFriday
Workshop with Applied AI Society Austin — Wednesday working session
MEDWednesday
Derek
Derek
0/3 done
Log into dashboard, explore cards and kanban — start using it daily
HIGHToday
Acquire STA playbook — begin extracting customer success + onboarding frameworks
HIGHThis week
Define info-to-SaaS ad messaging and landing page copy direction
MEDThis week
Blockers
Samuel frameworks not synced
Impact: Model is working but frameworks tab shows nothing. Samuel can't test properly.
Unblock: Jason duplicated DB locally. Will hand off piping fix to Sumit.
"His Claude code was out of credits, and the team was gone." — Jason
BYOK required for dashboard LLM features
Impact: Derek and Will can't use chat/ingest without their own API keys.
Unblock: Jason using Claude Max. Others bring Groq/Gemini keys. Working on embedded Claude Code solution.
Samuel UI not at demo quality
Impact: Derek: "If someone opens it and sees the dirty version, they're gonna be like, what the heck."
Unblock: Will owns UI rock. Target: production quality by Friday.
Decisions Made
1. Task governance SOP: state need, state deadline, confirm receipt, tickle until done
Agreed by: Jason, Will, Derek
Previously: vague handoffs. Now: explicit deadlines, confirmation required, ticklers for anything >4hrs. "The baton is still in your hand unless someone acknowledges."
2. Info-to-SaaS is the primary GTM angle
Agreed by: Jason, Will, Derek
Previously: targeting individual experts. Now: established info businesses ($2M+/mo). "The info space is drying up. Do you want to turn your info business into a SaaS?"
"A B2B deal is just going to be way cleaner." — Derek
3. Will owns Samuel UI to production quality by Friday
Agreed by: Will, Jason
Will takes the rock. Pings Sumit for backend, loops Jason for experimental stuff.
4. Dashboard is the team's PM tool — Derek starts using it
Agreed by: Jason, Derek
Derek: "This is fully comprehensive." Jason showed kanban, voice cards, EOD ingest, knowledge graph.
5. Phase 3: Client-facing dashboard view for Samuel
Proposed by: Derek. Confirmed by Jason (Phase 3).
Samuel inputs feedback through dashboard, not Slack. Becomes onboarding template for future JVs.
6. Design system extraction tool for JV outreach material
Agreed by: Derek, Jason
Derek: "Plug in websites, create outreach material in their brand." Jason: "Already have it in Reveal, just needs piping."
7. Build Jason's clone first as the demo — dogfood the OS
Proposed by: Will. Agreed by: Jason.
Will: "You have the most unique set of frameworks and thinking. Build yours first." Uses years of transcripts.
8. STA playbook ($30M/yr framework) extraction into Athio OS
Agreed by: Derek, Jason
Derek acquiring STA program. Will use clean-room extraction to reverse-engineer customer success, onboarding, sales, marketing frameworks.
"I used their process to create a skill to extract. And then ran it on their process again and compared the before and after." — Jason on clean-room extraction
Knowledge Graph
Builds on Apr 2 → Apr 6 → Apr 8 → Today. Click nodes to explore.