Meetings

Own L10. Review own Scorecard (MRR, pipeline value, active clients, weekly outreach touches, demo call count). Rocks: Command Center demo readiness (Sarah demo Aug 6), Twilio A2P registration (backup path). Issues: pricing anchor for founding-partner slots.

4-partner advisory practice, referred by Devon. Growth-ceiling conversation. Prep: skim Crestline Partners website, look at Marcus's LinkedIn posts (he writes about capacity constraints in advisory firms — good hook).

Nine days since last touchpoint — reset needed. Issues: (1) Meridian Auto renewal 27 days out, (2) 3 renewals inside 30-day window unquoted, (3) Applied Epic sync timeline slipped to late September (moved from Rock back to Issues). Ask Dana about second commercial-lines producer interview outcomes.

Celebrate Bluewave signing revised proposal. Rock check: paid media hire (offer accepted, start date Aug 24), overdue-deliverables count (design capacity Rock — status). Headlines: Coastal Dental campaign relaunch performing at 1.4x plan.

Beacon Staffing Partners. 11-year owner, 4 offices, staffing sector, referred by Devon Cross. Pain: "runs it all in my head, ops manager just left." Prep: pull the Dunford one-pager, have the L10 sample screen ready, ask about last quarter's three biggest fires. Do NOT pitch pricing on the first call.

Standard L10: Scorecard, Rocks, Headlines, To-dos, Issues (IDS). Priorities today: (1) Torres filing on-track confirmation, (2) Patel RFE evidence progress, (3) new-client onboarding SOP status, (4) document-checklist Issue for IDS.

Review Torres file blockers before tomorrow's L10. Confirm Yolanda has both outstanding docs. Draft one Issue for the L10: "Document-checklist standard drifts case-to-case — need one canonical list."

Fitness studio group, 3 locations, ops manager just left. Warm prospect from June conversation.