Store uploads (PDF, markdown, etc.) and live links (Google Drive, OneDrive, SharePoint). You can keep both the link and a stored copy. Agents cite the bocs:file:… ref.
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review site changes, fix critical bugs, and align on a content strategy.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=71.0)\n\n## Key Takeaways\n\n - [**Critical Bug Fixed:** A mandatory T\\&C checkbox blocking 86% of add-to-cart users was removed, unblocking the checkout funnel.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=693.0)\n - [**Content is the Priority:** The \"4,000 years vs. candy\" ad is the only one with a breakeven ROAS. The focus is now on testing a high volume of new creative to find more winners.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1195.0)\n - [**New Cadence Set:** Justin will dedicate 20–30 mins/week to ad reviews, enabling the agency to produce 25–100 new static ads weekly. Bi-weekly calls will also begin.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1082.0)\n - [**Free Shipping Test:** A free shipping offer for first-time customers will be tested starting mid-September, when lower temperatures reduce the current \\~$20 per-order shipping cost.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=168.0)\n\n## Topics\n\n### Website & Funnel Optimization\n\n - [**Checkout Bug:** A mandatory \"agree to terms\" checkbox was blocking 86% of add-to-cart users.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=693.0)\n - [**Resolution:** Justin disabled the \"Terms and Condition Requirement\" setting in the cart app during the meeting.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=793.0)\n - [**Impact:** This is a 10/10 priority fix expected to significantly improve conversion rates.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=789.0)\n - [**Free Shipping Strategy:**](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=102.0)\n - [**Proposal:** Offer free shipping to first-time customers to improve acquisition.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=120.0)\n - [**Challenge:** High summer shipping costs (\\~$20/order for 2-day insulated delivery) make the offer unprofitable now.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=168.0)\n - [**Decision:** Test the offer starting mid-September, when cooler weather allows for cheaper ground shipping.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=272.0)\n - [**Other Site Updates:**](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=494.0)\n - [**Completed:** Bundle savings, price-per-bar display, review carousel, and subscription discount visibility.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=494.0)\n - [**Removed:** The \"cart notes\" field, which had a low 15–20% usage rate and added friction.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=537.0)\n\n### Ad Performance & Content Strategy\n\n - [**Performance:** The \"4,000 years vs. candy\" ad is the only one with a breakeven ROAS. All sales have come from this single ad, highlighting the need for more effective creative.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1195.0)\n - [**Strategy:** Shift from funnel optimization to rapid content testing.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1179.0)\n - [**Goal:** Find more winning ad angles before scaling with creators or TikTok Shop.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1465.0)\n - [**Focus:** Founder-led content (Justin's \"2026, your chocolate's not supposed to get you fat\" hook) and high-volume static ads.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1321.0)\n - [**Ad Feedback:**](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=955.0)\n - [**Visuals:** Ensure ad visuals accurately represent the product (e.g., bar thickness) to manage customer expectations.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1024.0)\n - [**Callouts:** Test performance of callouts like \"plant-based\" and \"ancient vitality.\"](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=955.0)\n\n### Logistics & Tools\n\n - [**Billing:** Chase flags Meta ad charges as fraud, pausing campaigns.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1651.0)\n - [**Resolution:** Justin will whitelist Meta with Chase or use a credit card.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1651.0)\n - [**Analytics:** Install Triple Whale for a unified dashboard of ad spend, sales, and ROAS, replacing the complex Meta Business Suite.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=293.0)\n - [**New Hire:** Aya M. joined as the new fulfillment lead, freeing Justin to focus on content.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=661.0)\n\n## Next Steps\n\n - [**Justin:**](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=293.0)\n - [Install Triple Whale to consolidate performance data.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=293.0)\n - [Whitelist Meta ad charges with Chase or use a credit card.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1651.0)\n - [Dedicate 20–30 mins/week (Mondays) for ad reviews in Commerce.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1082.0)\n - [**Kendall & Aya:**](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=2101.0)\n - [Send founder ad scripts for Justin's approval.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=2101.0)\n - [Schedule bi-weekly check-in calls, starting next week.](https://fathom.video/share/4xrv48xqZ92VHa4pCC8yF5Ygq3f5NMJH?tab=summary×tamp=1820.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Sendify AI Setters + iMessage | Kendall Shaw x Johnny Barr
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Evaluate Sendify's AI setter and iMessage solution for lead conversion.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=5.0)\n\n## Key Takeaways\n\n - [**Decision:** Kendall will self-build the Sendify AI setter and iMessage system, opting for the $500 setup fee + $200/mo plan.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=796.0)\n - [**Rationale:** The self-build option leverages Organic Marketing's internal CTO and AI department, avoiding per-lead costs and gaining full control.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=796.0)\n - [**Strategy:** The solution combines iMessage (for high reply rates) with an AI setter (to build rapport), aiming to replace the current $2k/mo human setter.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=360.0)\n - [**Onboarding:** An onboarding call is set for Monday at 2 PM to connect the system via API to Close CRM and assign a Florida-based iMessage number.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1289.0)\n\n## Topics\n\n### Current Lead Conversion Challenges\n\n - [**Lead Source:** Meta ads → Typeform.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=50.0)\n - [**Cost per Lead:** \\~$20.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=50.0)\n - [**Primary Bottleneck:** Inefficient lead conversion.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=198.0)\n - [**Problem:** The current process lacks a dedicated follow-up system, relying on a VSL and Typeform.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=582.0)\n - [**Solution:** A new $2k/mo human setter has proven effective by building rapport, but this cost is unsustainable at scale.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=360.0)\n - [**Goal:** Replicate the human setter's rapport-building at a lower cost to improve booking rates and reduce no-shows.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=582.0)\n\n### Sendify's Proposed Solution\n\n - [**Core Strategy:** Combine iMessage and an AI setter to solve two problems:](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=162.0)\n - [**1. Communication Leak:** A2P SMS compliance language (e.g., \"stop\") lowers reply rates.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=162.0)\n - [**2. Conversion Leak:** Leads require immediate, personalized engagement to convert.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=198.0)\n - [**Layer 1: iMessage**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=294.0)\n - [Bypasses A2P compliance, enabling rich media (voice memos, intro videos) to build rapport and authority.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=294.0)\n - [**Expected Result:** Higher engagement and an estimated 80% reply rate for warm leads.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=532.0)\n - [**Layer 2: AI Setter**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=360.0)\n - [A human-sounding AI built on a proprietary RAG backend.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=428.0)\n - [**Function:** Handles lead stages, objection handling, and appointment booking (via Calendly links).](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=878.0)\n - [**Goal:** Replace the human setter by being faster, more consistent, and building rapport at scale.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=360.0)\n\n### Pricing & Decision\n\n - [**Standard Plans:**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=669.0)\n - [**Base:** $200/mo for tech access.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=669.0)\n - [**Usage:** $0.08 or $0.20 per lead, with 90 or 30 days of dedicated optimization support.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=681.0)\n - [**Self-Build Option (Selected):**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=720.0)\n - [**Cost:** $500 one-time setup fee + $200/mo tech fee.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=720.0)\n - [**Rationale:** Leverages Organic Marketing's CTO and AI department for full control, avoiding per-lead costs.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=796.0)\n - [**Support:** Includes API docs and a 56-minute training video; Sendify team provides limited technical assistance.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=972.0)\n\n### Future Opportunities\n\n - [**Agency Upsell:** The system can be scaled to serve Organic Marketing's 12 eCommerce clients.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1203.0)\n - [**Use Case:** AI-powered iMessage outreach for abandoned carts.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1203.0)\n - [**Function:** AI acts as a founder, using product data to offer discounts or close sales.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1241.0)\n - [**Action:** Johnny will send a case study on this use case.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1203.0)\n\n## Next Steps\n\n - [**Johnny:**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1507.0)\n - [Create Organic Marketing's Sendify account.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1057.0)\n - [Add Kendall to the Sendify Telegram group.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1507.0)\n - [Send the eCommerce abandoned cart case study.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1203.0)\n - [Secure a Florida-based iMessage number (Tampa, Orlando, or Miami).](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1453.0)\n - [**Kendall:**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1507.0)\n - [Invite the Sendify team to Close CRM before the onboarding call.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1507.0)\n - [**Both:**](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1289.0)\n - [Attend the onboarding call on **Monday at 2:00 PM** to connect the API and begin the build.](https://fathom.video/share/LWuuBMaeyre-qTsQDN5zc734NxN2YFwh?tab=summary×tamp=1289.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Super Naturals Health Weekly Check In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Finalize website launch and align on new growth strategies.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=176.0)\n\n## Key Takeaways\n\n - [**Website Launch Blocked:** The new site is ready for launch, but a technical issue is preventing the correct Rivio reviews from displaying. A temporary fix using Yotpo is approved to unblock the launch.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=199.0)\n - [**New Ad Strategy:** A new Meta ad strategy will target the 55+ female demographic (82% of ad spend) with five long-form copy angles focused on emotional benefits, not just physical ones.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1187.0)\n - [**Pricing & Recharge:** The product price will increase by $2–3, and the subscribe & save discount will rise to 15% (with a 30% first-order promo) to boost subscriptions.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1551.0)\n - [**Email Performance:** The replenishment flow generated \\~$800 in August, validating the new email workflow. The Smart Recognition flow requires a check to ensure it's firing correctly.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1132.0)\n\n## Topics\n\n### Website Launch Blocker: Reviews\n\n - [The new website launch is blocked by a review app conflict.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=199.0)\n - [**Problem:** The site is pulling old reviews from Yotpo, not the current, managed reviews from Rivio.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=199.0)\n - [**Troubleshooting:** A live attempt to embed Rivio code failed to load the widget.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=344.0)\n - [**Temporary Fix:** Lindsay will delete old reviews in Yotpo to enable a launch today.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=468.0)\n - [**Permanent Fix:** Kendall's team will continue troubleshooting the Rivio integration.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=458.0)\n\n### Website Finalization\n\n - [**Homepage:** All final revisions are complete, including image sizing and alignment fixes.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=671.0)\n - [**Product Page:** The redundant \"Your purchase is protected\" block was removed.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=422.0)\n - [**Page Builder Access:** Lindsay now has access via `info@supernaturalshealth.com` for minor text edits.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=902.0)\n - [**Performance:** Kendall will run a speed test on the new site.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=999.0)\n\n### New Meta Ad Strategy\n\n - [**Target Audience:** 82% of ad spend targets women, primarily 55+.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1219.0)\n - [**Core Desire:** The strategy targets the emotional need to feel \"normal again\" (e.g., wear clothes confidently, enjoy meals).](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1201.0)\n - [**Creative Test:** Five long-form copy angles will be tested.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1240.0)\n - [\"8 a.m. vs. 8 p.m. Waist\"](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1240.0)\n - [\"Forget Abs, I Want My Pants Back\"](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1240.0)\n - [\"Dinner Should Not Decide Your Outfit\"](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1240.0)\n - [\"The Scale Is Not Telling Your Whole Story\"](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1240.0)\n - [\"Stop Chasing Comfort With More Restriction\"](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1240.0)\n - [**Performance:** Recent ROAS is \\~1.0 (7-day) and 1.3 (yesterday), driven by new static ads.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1290.0)\n\n### Pricing & Recharge Strategy\n\n - [**Price Increase:** The product price will increase by $2–3 on the website and Amazon.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1381.0)\n - [**Subscribe & Save:** The discount will increase to 15% (from 10%) to incentivize subscriptions.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1551.0)\n - [**First-Order Promo:** A 30% discount will be offered on the first subscribe & save order.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1575.0)\n - [**Shipping Efficiency:** Kendall will investigate if Recharge supports 2-packs/60 days and 3-packs/90 days to reduce shipping costs.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1477.0)\n - [**Bundles:** Lindsay will use Upnova or Pumper to create 2-packs and 3-packs.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1407.0)\n\n### Email Marketing & Content\n\n - [**Performance:** The replenishment flow generated \\~$800 in August.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1132.0)\n - [**Flow Check:** The Smart Recognition flow requires a check to ensure it's firing correctly.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1080.0)\n - [**Content:**](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1753.0)\n - [**UGC:** Three creators are secured via Kruva.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1753.0)\n - [**Instagram:** A contract is signed with Pickaxe creators.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1793.0)\n - [**Cadence:** New creative assets will be delivered weekly.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1629.0)\n\n## Next Steps\n\n - [**Lindsay:**](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=468.0)\n - [Delete old reviews in Yotpo to unblock the website launch.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=468.0)\n - [Investigate Recharge's capabilities for 60/90-day subscription intervals.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1477.0)\n - [Build 2-packs and 3-packs using Upnova or Pumper.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1407.0)\n - [**Kendall:**](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=458.0)\n - [Troubleshoot the Rivio integration for a permanent fix.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=458.0)\n - [Run a speed test on the new website.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=999.0)\n - [Verify the Smart Recognition Klaviyo flow is firing correctly.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1080.0)\n - [Launch the new long-form copy test on Meta.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1187.0)\n - [Confirm Google tracking updates are complete.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1337.0)\n - [Send next week's email drafts for approval.](https://fathom.video/share/LCrUzXLDCmhqELmxrSyo9CzHb1zpgsc2?tab=summary×tamp=1351.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Mike Kendall Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Finalize product and launch strategy for a new peptide brand.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=745.0)\n\n## Key Takeaways\n\n - [**Pet Peptides Chosen:** The pet peptide liquid was selected over human peptides because its \\~$15 COGS enables a profitable $75 retail price, unlike the human product's \\~$40 COGS.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=745.0)\n - [**Immediate Dropship Launch:** The brand will launch next week by dropshipping the existing pet peptide product, bypassing upfront inventory costs and enabling rapid ad testing.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1648.0)\n - [**Custom Formulation Goal:** The long-term goal is a custom pet peptide formulation with a **$5–$8 COGS**, which would unlock a **$60 break-even CAC** at a **$75 retail price** and allow for aggressive scaling.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1592.0)\n - [**Marketing Funnel:** The launch will use a personalized quiz funnel to drive subscriptions, with Facebook ads as the primary acquisition channel.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=877.0)\n\n## Topics\n\n### Product Selection: Pet vs. Human Peptides\n\n - [**Human Peptides:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=226.0)\n - [**COGS:** \\~$40 per unit (dropship) or $20–$30 per unit (1k MOQ).](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=226.0)\n - [**Problem:** The high COGS makes a profitable launch unfeasible, as it would require an unsustainable CPA.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=540.0)\n - [**Pet Peptide Liquid:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=423.0)\n - [**COGS:** \\~$15 per 100ml bottle.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=676.0)\n - [**Rationale:** This COGS enables a profitable $75 retail price, allowing for a sustainable break-even CPA of \\~$60.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1122.0)\n - [**Competitor Pricing:** Similar products sell for $55–$72+, validating the $75 price point.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=732.0)\n - [**Efficacy:** Liquid is the most effective oral delivery method (10% of injection efficacy), superior to chews (5% of injection efficacy).](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1234.0)\n\n### Launch Strategy: Dropship First\n\n - [**Plan:** Launch next week by dropshipping the existing pet peptide product.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1648.0)\n - [**Rationale:** This strategy avoids upfront inventory costs, allowing for immediate ad testing and market validation.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1648.0)\n - [**Execution:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1648.0)\n - [Sell the product under its current brand name on a new website.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1689.0)\n - [Use custom ad creative and a personalized quiz funnel to drive sales.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=877.0)\n\n### Long-Term Goal: Custom Formulation\n\n - [**Objective:** Create a custom pet peptide formulation with a **$5–$8 COGS**.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1592.0)\n - [**Rationale:** This lower COGS is critical for unlocking a **$60 break-even CAC** at a **$75 retail price**, which is the key to aggressive scaling.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1122.0)\n - [**Timeline:** A new formulation could be ready by mid-September, as the formulator (Dino) is on vacation until Sept 8.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=826.0)\n\n### Marketing & Funnel\n\n - [**Acquisition Channel:** Facebook ads will be the primary driver.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1052.0)\n - [**Funnel:** A personalized quiz (e.g., pet type, weight) will recommend a product and offer a discount on a subscription bundle.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=886.0)\n - [**Pricing Model:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1122.0)\n - [**One-Time Purchase:** $75](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1122.0)\n - [**Subscribe & Save:** $50](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1171.0)\n - [**Goal:** Achieve break-even on the first purchase to enable scaling.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1206.0)\n\n## Next Steps\n\n - [**Michael:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1718.0)\n - [Secure a dropshipping agreement and price sheet for the existing pet peptide product.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1746.0)\n - [Get a formal 1,000-unit MOQ quote for the custom formulation.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1085.0)\n - [Provide the pet peptide formulation details to Kendall.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=939.0)\n - [**Kendall:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1718.0)\n - [Prepare ad creative and the quiz funnel for launch.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=877.0)\n - [**Both:**](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1801.0)\n - [Launch the dropshipping campaign next week.](https://fathom.video/share/aaSvjASioivjsNY-z1vgss8dbeinhhLw?tab=summary×tamp=1801.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Jay/Kendall Catch Up
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Kendall pitched Jay on advising Commerce's AI product development.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=171.0)\n\n## Key Takeaways\n\n - [**The Pitch:** Kendall pitched Jay on advising Commerce, an AI platform productizing an agency's workflow, to accelerate its product roadmap.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=171.0)\n - [**The Product:** Commerce automates ad creative (static/video), copy, and Meta publishing. Its key differentiator is integrating AI video into a data-driven workflow, unlike competitors like Higgs Field, which require a separate human editor.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=991.0)\n - [**The Ask:** Kendall needs Jay's expertise to build out two key features—AI video and an autonomous media buying agent—to enable a self-serve model and scale to a $2-3M ARR target.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1427.0)\n - [**The Outcome:** Jay is interested but requires a cash-based consulting role, not equity. A follow-up call with CTO Som is scheduled for tomorrow to define a 30/60/90-day plan and KPIs.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1778.0)\n\n## Topics\n\n### Jay's Background & Goals\n\n - [**Long-Term Goal:** Transition from operating roles to VC, leveraging his past experience at a fund.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=230.0)\n - [**Current Focus:** Seeking a late-stage (Series B/C) role with ample resources.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=352.0)\n - [**Condition for Early-Stage:** Would only consider a role with a trusted team, significant influence, and high autonomy.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=408.0)\n\n### Commerce: Agency-as-a-Service Platform\n\n - [**Concept:** Productizes an agency's workflow into an AI platform.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=540.0)\n - [**Current State:**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=524.0)\n - [**Team:** 1 engineer (Som, ex-Postman) and 1 designer.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=605.0)\n - [**Customers:** 8 clients paying $1,500/mo (high-ticket version of the $500/mo SaaS plan).](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=720.0)\n - [**Performance:** 3:1 CAC:LTV on the marketing side.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=620.0)\n - [**Core Workflow:**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1207.0)\n - [**Research:** Identifies ad angles and creative concepts.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=652.0)\n - [**Creation:** Generates static and video creatives.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=629.0)\n - [**Publishing:** Pushes ads directly to Meta.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=912.0)\n - [**Reporting:** Analyzes performance to inform the next iteration.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1242.0)\n\n### Product Demo & Roadmap\n\n - [**Static Creative Generation:**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=629.0)\n - [Demoed generating a creative brief, ad copy, and publishing to Meta.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=637.0)\n - [Initial focus on Meta (85% of D2C ad spend) → Future expansion to local lead gen.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=778.0)\n - [**AI Video Generation (In Progress):**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=936.0)\n - [Demoed the workflow: persona → style → script → storyboard.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=948.0)\n - [**Rationale:** Solves the \"Higgs Field problem\" by integrating AI video into a data-driven workflow, eliminating the need for a separate human editor.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=991.0)\n - [**Future Roadmap:**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1427.0)\n - [**AI Video:** Build a fully self-serve platform.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1506.0)\n - [**Media Buying Agent:** Automate 80% of media buying, requiring human oversight for key decisions.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1567.0)\n\n### Business Model & Funding\n\n - [**Scaling Strategy:** Transition from a high-touch agency model to a self-serve platform.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1482.0)\n - [**ARR Goal:** $2-3M, requiring only 50-60 customers at the current $1,500/mo price point.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1604.0)\n - [**Funding Plan:** Raise a small seed round via Techstars to accelerate product development.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1486.0)\n\n### Engagement Terms\n\n - [**Jay's Requirement:** A cash-based consulting role.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1778.0)\n - [**Rationale:** Jay has sufficient equity holdings and is prioritizing cash.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1778.0)\n - [**Kendall's Flexibility:** Open to a cash deal to secure Jay's expertise.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1700.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1811.0)\n - [Schedule a follow-up call with Jay and CTO Som for tomorrow.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1811.0)\n - [Send Jay additional materials to inform his feedback.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1863.0)\n - [**Jay:**](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1811.0)\n - [Review the provided system design artifact.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1762.0)\n - [Prepare questions for Som regarding the 30/60/90-day plan, KPIs, and development expectations.](https://fathom.video/share/yqvuTfGW_T4-3XSVUiguvzBUiq4y5BpQ?tab=summary×tamp=1811.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Kendall x Chris | Sendify Onboarding
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Onboard Kendall's team to Sendify and plan the Close.com integration.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=112.0)\n\n## Key Takeaways\n\n - [**Integration Plan:** A Make.com webhook will send Close.com contacts to Sendify. The AI is activated by a \"firing tag\" in the payload, and its replies will post back to Close.com.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=209.0)\n - [**Onboarding Path:** Kendall's team must complete the `getsendify.com/copilot` form to define the AI's persona. Chris will then build the AI for a review call on Wednesday.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=458.0)\n - [**AI Control:** The AI can be paused or restarted for any contact via webhooks (`/ai-stop`, `/ai-start`), allowing for manual takeover if needed.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=420.0)\n - [**Booking Flexibility:** The AI can either book appointments directly on Google Calendar or send a Calendly link, accommodating the team's current workflow.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=175.0)\n\n## Topics\n\n### Sendify Platform Overview\n\n - [**Dashboard:** Tracks analytics by lead stage (e.g., initial message, qualifying), message flow (sends, receives, failed), and channel (iMessage).](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=138.0)\n - [**Contacts:** AI activation requires a \"firing tag\" in the contact payload that matches a tag defined in Sendify.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=209.0)\n - [**Conversations:** The team will monitor conversations in Close.com, as the AI posts replies there automatically.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=271.0)\n\n### Close.com Integration Strategy\n\n - [**Webhook Setup:** A Make.com webhook was created during the call to receive data from Sendify.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=6.0)\n - [**Data Flow:**](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=380.0)\n - [**Close.com → Sendify:** A Make.com scenario sends contact data to Sendify's API endpoint, including the \"firing tag\" to activate the AI.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=380.0)\n - [**Sendify → Close.com:** The AI's replies post back to the contact record in Close.com.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=271.0)\n - [**API Docs:** The full API documentation is available in the Sendify agency view to guide the integration.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=318.0)\n\n### AI Configuration & Onboarding\n\n - [**AI Persona Definition:** The `getsendify.com/copilot` form collects the necessary information (e.g., tone, goals) for Chris to build the AI.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=458.0)\n - [**Onboarding Timeline:**](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=451.0)\n - [**Today (Mon):** Kendall's team completes the form.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=458.0)\n - [**Tomorrow (Tues):** Chris builds the AI.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=509.0)\n - [**Wednesday:** A review call to stress-test the AI and begin the Make.com integration.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=509.0)\n\n## Next Steps\n\n - [**Kendall's Team:**](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=451.0)\n - [Complete the `getsendify.com/copilot` form.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=458.0)\n - [Book a 1-hour review call with Chris for Wednesday.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=574.0)\n - [Add the Make.com specialist to the Telegram group.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=633.0)\n - [**Chris:**](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=451.0)\n - [Build the AI persona after the form is submitted.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=486.0)\n - [Lead the Wednesday review call to finalize the AI and begin the Make.com integration.](https://fathom.video/share/VYMJmGZnxNshGvu84i9-ZswpnxPeK_bL?tab=summary×tamp=509.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Kommerce AI TOUCH IN
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Align on GTM strategy, product updates, and a potential IP consolidation.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2730.0)\n\n## Key Takeaways\n\n - [**GTM Ramping Up:** A multi-channel strategy is launching, combining a $3k/mo ad budget, 1,000 daily cold emails, and organic content to de-risk lead generation.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=44.0)\n - [**Product Hardening:** The focus is on stabilizing core features. Image generation is validated (Ruth and Bo approved all images with only 2 minor changes), and the video workflow is ready for live testing.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=300.0)\n - [**IP Consolidation:** A plan to merge Agentive's IP into Kommerce is being explored. This would create a single entity for fundraising and enable the team to work full-time on the product.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1999.0)\n - [**Critical Blocker:** The Media Buying workflow is broken, preventing the launch of approved creative. Fixing this is the top product priority for the week.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2880.0)\n\n## Topics\n\n### GTM & Lead Generation\n\n - [**Strategy:** De-risk lead generation by diversifying beyond paid ads.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=120.0)\n - [**Paid Ads:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=61.0)\n - [Relaunched at $50/day on a new ad account.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=76.0)\n - [**Budget:** $3,000 for September.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=94.0)\n - [**Performance:** Last month's CAC was $354, but Kommerce-specific ads had a high $2 cost-per-booking, indicating a need for better creative and funnel optimization.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=3994.0)\n - [**Outbound:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=44.0)\n - [**Cold Email:** Launching 1,000 emails/day to eCom owners.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=44.0)\n - [**AI Appointment Setter:** Implementing Sendify to automate iMessage follow-ups and improve lead speed-to-response.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=3855.0)\n - [**Cost:** \\~$700/mo for the email service and AI setter.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=3948.0)\n - [**Organic Content:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=83.0)\n - [**Plan:** Create YouTube videos and short-form content based on common sales questions.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=3188.0)\n - [**Support:** Som will provide product screen recordings; Ammar will repurpose content into AI-generated UGC.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=146.0)\n\n### Product Updates & Roadmap\n\n - [**Monthly Focus:** Hardening core features (image/video workflows) and improving product adoption.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=300.0)\n - [**Image Generation:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=309.0)\n - [**Validation:** The Ruth and Bo test showed high acceptance, with all images approved and only 2 minor changes requested.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=309.0)\n - [**Next Step:** Test the video workflow with live clients using the same approval process.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=309.0)\n - [**Video Workflow Demo:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=624.0)\n - [**Key Improvement:** A continuous script ensures edits maintain scene consistency, fixing a previous issue where changes broke the narrative.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=749.0)\n - [**New Features:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=774.0)\n - [**Custom Cast & Wardrobe:** Enables brand-specific models and consistent clothing, solving legal/licensing risks for apparel brands.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=865.0)\n - [**Video Style Selector:** Allows choosing between \"handheld\" and \"tripod\" camera styles.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=967.0)\n - [**Generation:** A demo for the \"Eve\" fragrance produced a high-quality video with minor text cropping errors.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=722.0)\n - [**Future:** The current manual workflow is a stepping stone to a fully automated, agent-based system.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1118.0)\n - [**AI Model Strategy:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1479.0)\n - [**Problem:** Prompts are model-specific (e.g., Nano Banana vs. Seed Dance), and Fall AI has rate-limiting issues.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1434.0)\n - [**Solution:** Implement a model selector and test RunwayML as a backup to ensure scalability and control costs.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1216.0)\n - [**Media Buying Workflow:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2880.0)\n - [**Problem:** The workflow is broken, preventing the launch of approved creative directly to Meta.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2880.0)\n - [**Impact:** This is a critical blocker, as approved statics for Ruth and Bo (which have already driven 2 sales) cannot be launched.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=3060.0)\n - [**Priority:** Fix this workflow immediately.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2880.0)\n\n### IP Consolidation & Fundraising\n\n - [**Proposal:** Consolidate Agentive's IP under the Kommerce entity.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1999.0)\n - [**Rationale:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=1999.0)\n - [**Fundraising:** A single, clean IP structure is essential for investor confidence.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2016.0)\n - [**Focus:** Eliminates the overhead of maintaining two separate entities, allowing the team to work full-time on Kommerce.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2141.0)\n - [**Team Alignment:** Agentive partners (Rishi, John) are full-time employees elsewhere and not ready for a fundraise.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2056.0)\n - [**Future Vision:** The consolidation would enable a long-term R\\&D strategy to build a \"product factory\" and launch new AI tools within the Kommerce ecosystem.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2452.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=4119.0)\n - [Launch approved static ads for the MZO client.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=4119.0)\n - [Provide Shopify access for the InStrips account to Som.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=4376.0)\n - [Share the \"long form static skill\" prompt with Som for product integration.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=4245.0)\n - [Begin creating organic content (YouTube videos) for Kommerce.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=3188.0)\n - [**Som:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2730.0)\n - [Fix the broken Media Buying workflow.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2880.0)\n - [Implement the Shopify integration.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2783.0)\n - [Scope the admin panel for improved adoption.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2783.0)\n - [Test the \"long form static skill\" prompt in the product's chat flow.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=4346.0)\n - [**Aayush:**](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2730.0)\n - [Continue testing the video workflow with new brands.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2856.0)\n - [Refine the Media Buying workflow UX.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2880.0)\n - [Help Som create product adoption videos.](https://fathom.video/share/C3cnmz8zpFvxamJEXb1HbQhpQQQvkHGj?tab=summary×tamp=2866.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
SoleAime Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Align on Meta ad strategy, creative testing, and AOV optimization.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=11.0)\n\n## Key Takeaways\n\n - [**New Ad Strategy:** Launching new campaigns to re-test proven UGC angles (flight attendant, church) and diversify spend away from the \"big girl\" ad, which is cannibalizing the budget.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=11.0)\n - [**AOV Optimization:** Redesigning the homepage to clarify product value (e.g., \"3 oz\" vs. \"1 oz travel\") and testing new bundles to increase the \\~$50 AOV.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=423.0)\n - [**Brooke Burke Strategy:** Leveraging the 365-day license with new creative variations and a homepage feature to build instant brand credibility and capture her fan base.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=673.0)\n - [**Pixel QA:** The team is investigating reported pixel issues (Commerce audit, Stape report) to ensure accurate data tracking for optimization.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=189.0)\n\n## Topics\n\n### Ad Performance & Budget Cannibalization\n\n - [The \"big girl\" ad is cannibalizing the budget, receiving $84 of a $168 daily spend with no sales.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1658.0)\n - [**Why it happens:** Meta's algorithm prioritizes engagement (likes, comments) over conversions, leading to inefficient spend.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1389.0)\n - [**Solution:** A new, structured testing framework will limit ads per ad set to ensure all creatives get a fair chance to prove performance.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=320.0)\n\n### New Campaign Structure & Testing\n\n - [**Goal:** Find scalable winners by testing a wider range of creative angles beyond the current \"heels hurt\" narrative.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=750.0)\n - [**Proven UGC to Re-test:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=33.0)\n - [Flight attendant angle](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=33.0)\n - [Visible pain hook](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=33.0)\n - [Church angle](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=33.0)\n - [**New Angles to Explore:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=750.0)\n - [Long work days, back up flat](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=750.0)\n - [Weekly occasions, expensive heels, bridal](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=750.0)\n - [SoleAime vs. competitors (insoles, cushions, creams)](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=750.0)\n - [Events, travel walking, social proof & reviews](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=750.0)\n - [**Budget:** Current daily spend is $3.75 ($2.25 + $1.50). This will be lowered within 48–72 hours as underperforming ads are cut.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=799.0)\n\n### Brooke Burke Strategy\n\n - [**Asset License:** 365-day license for one video and one photo. The team can re-edit the video and create unlimited static ads.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=891.0)\n - [**Goal:** Use Brooke Burke's likeness to build instant brand credibility and capture her fan base.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1990.0)\n - [**Creative Tactics:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2071.0)\n - [**Homepage Feature:** Add Brooke Burke's image to the homepage to build trust for all site visitors.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=706.0)\n - [**New Ad Concepts:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2071.0)\n - [\"Reaction\" videos where creators unbox the product after seeing the Brooke Burke ad.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2071.0)\n - [Static ads with copy targeting her audience.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2051.0)\n - [**Audience Targeting:** Test interests like \"Dancing with the Stars\" since a direct \"Brooke Burke\" interest is unavailable.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1800.0)\n - [**TV Ad Tie-in:** A TV campaign is expected within a month, using the \"BROOKE20\" discount code for tracking.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=960.0)\n\n### AOV & Website Optimization\n\n - [**Current AOV:** \\~$50, up from $34.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2241.0)\n - [**Homepage Redesign (ETA: Next Week):**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1229.0)\n - [**Goal:** Increase perceived value of the 3 oz bottle and drive AOV.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=423.0)\n - [**Changes:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=423.0)\n - [Add \"3 oz\" to the large bottle's product tile.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=423.0)\n - [Label the small bottle \"1 oz travel.\"](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=423.0)\n - [Replace the generic \"Sale\" tag with \"Bestseller\" on the large bottle.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=506.0)\n - [**New Bundles to Test:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2372.0)\n - [**Goal:** Increase AOV and reduce reliance on the small bottle manufacturer.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2211.0)\n - [**Concepts:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2372.0)\n - [Buy 2 large bottles, get 1 small travel bottle free.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2372.0)\n - [3-pack: 2 large bottles + 1 small travel bottle.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2372.0)\n\n### Creative Workflow & Assets\n\n - [**New Creative Pipeline:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1124.0)\n - [The team sent briefs for 10–20 new static creatives, expected by EOW.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1124.0)\n - [Creatives will be pushed to the Commerce library for review.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=230.0)\n - [**New Content Sources:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1269.0)\n - [**Billo:** David has a $500 budget. The team will use this to commission new UGC.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1269.0)\n - [**TikTok Shop:** The team has permission to repurpose content from TikTok creators.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1315.0)\n\n## Next Steps\n\n - [**David:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1282.0)\n - [Provide Billo account access to the team.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1282.0)\n - [**Kendall/Raf:**](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1378.0)\n - [Monitor the \"big girl\" ad's spend and pause it if it continues to cannibalize the budget.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1378.0)\n - [Launch new campaigns with re-purposed UGC and new angles.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=125.0)\n - [Create new Brooke Burke ad variations (reaction videos, statics) and test \"Dancing with the Stars\" interest targeting.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=2071.0)\n - [Implement homepage redesign changes (product labels, \"Bestseller\" tag) by next week.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1229.0)\n - [Investigate and resolve the pixel firing issues.](https://fathom.video/share/s-Tf8eRyvzJCzFEiyoHMHVJsUsrLq1_Z?tab=summary×tamp=1177.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Som / Kendall Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Align on a strategic pivot for the company's direction and product roadmap.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=319.0)\n\n## Key Takeaways\n\n - [**Strategic Pivot:** The company will pivot from a niche e-commerce focus to a broad market strategy (e.g., SMBs, coaching) to accelerate revenue growth and achieve product-market fit.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2922.0)\n - [**Product Focus:** The video generation feature will be removed from production due to its low quality (rated \"D/F\"). The team will now focus on mastering statics/copy and building internal tools for client success and media buying.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=1087.0)\n - [**IP Consolidation:** The \"Organic Marketing\" and \"Agentive\" brands will be merged under the \"Commerce\" umbrella to simplify operations and create a unified asset for fundraising.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3894.0)\n - [**Fundraising Prep:** The team will begin preparing for a seed round, using the new broad market strategy and consolidated IP to strengthen its pitch to investors.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=4263.0)\n\n## Topics\n\n### Financial & Performance Challenges\n\n - [**Revenue Loss:** The loss of the Forward Bar client resulted in a \\~$100k annual revenue loss and significant operational drag.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=429.0)\n - [**Cash Flow:** Current cash flow is extremely tight, with September's revenue primarily covering legacy liabilities, payroll, and software costs.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=676.0)\n - [**Meta Credit Line:** A $67k Meta credit line issue from June is still unresolved, preventing the use of the main business manager for ads.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=1015.0)\n\n### Strategic Pivot: Broad Market Focus\n\n - [**Rationale:** To accelerate revenue growth and achieve product-market fit.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2970.0)\n - [**Simpler Sales:** SMBs (e.g., roofers) have higher AOV and simpler sales cycles than e-commerce brands.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3142.0)\n - [**New GTM:** Kendall's new roommate, John (a top Go High Level affiliate), provides a direct channel to the SMB market.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2922.0)\n - [**Product Impact:** The data model will be updated to support both e-commerce (optimizing for purchases) and lead generation (optimizing for calls/forms).](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3381.0)\n\n### Product Roadmap & Focus\n\n - [**Problem:** The video generation feature is unusable in production (rated \"D/F\" vs. a required \"C\" minimum), creating a poor user experience.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=1087.0)\n - [**Solution:** Remove the video feature from production and move it to a testing environment. Kendall will work directly with Amar and Ayush to improve quality.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2457.0)\n - [**New Focus:**](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3806.0)\n 1. [**Master Statics & Copy:** Leverage the product's strongest component (rated \"C+\" to \"B\").](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2287.0)\n 2. [**Automate Internal Ops:** Build tools for client success (admin panel) and media buying to reduce founder minutes per client.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3806.0)\n\n### IP Consolidation & Fundraising\n\n - [**Action:** Merge the \"Organic Marketing\" and \"Agentive\" brands into \"Commerce.\"](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3894.0)\n - [**Rationale:** Create a single, unified asset for the upcoming fundraising efforts.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3894.0)\n - [**Agentive Acquisition:** The team will meet with Ayush (Agentive founder) to finalize the acquisition, likely involving an IP transfer and a small ongoing payroll commitment.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3939.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2484.0)\n - [Send the Wealth Dynamics test to Som.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=2484.0)\n - [Inform Julianna of the new broad market strategy.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=4020.0)\n - [Send the roofing client's data model requirements to Som.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3381.0)\n - [**Som:**](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3939.0)\n - [Meet with Ayush today to discuss the Agentive acquisition.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=3939.0)\n - [Investigate removing the video feature from production.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=1953.0)\n - [**Both:**](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=4326.0)\n - [Meet tonight (9:00/9:30 PM) to discuss payroll logistics and fundraising strategy.](https://fathom.video/share/yYrR3Bzv-cuPoyZ2QiRNUALK-JshV4km?tab=summary×tamp=4326.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Som / Kendall Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Align on a strategic pivot for the agency and product.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=18.0)\n\n## Key Takeaways\n\n - [**Strategic Pivot:** The agency is pivoting from a productized agency to an AI-product-enabled agency, merging all IP under the Commerce brand. This will enable a broader GTM strategy beyond e-commerce.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3240.0)\n - [**Product Focus:** The product roadmap is simplifying to focus on statics, long-form copy, and internal tools (client success/media buying views). The video feature will be removed from production due to low quality.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=757.0)\n - [**Financial Pressure:** The loss of the Fuelyourforward client ($100k ARR) and a $67k Meta credit line liability have created tight cash flow, making September a month for proving economic value, not adding costs.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=44.0)\n - [**Fundraising Prep:** A formal fundraising effort will begin after the pivot and rebrand are complete. This will enable hiring a dedicated engineering team to build a scalable product beyond the current prototype stage.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3936.0)\n\n## Topics\n\n### Financial & Strategic Pressure\n\n - [**Client Churn:** The loss of the Fuelyourforward client ($100k ARR) created significant financial pressure.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=97.0)\n - [**Root Cause:** Underperformance by a media buyer, which eroded client trust.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=97.0)\n - [**Insight:** For D2C brands \\>$50k/mo revenue, agencies are judged \\~80% on ROAS.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=310.0)\n - [**Meta Credit Line Liability:** A $67k liability from a Meta credit line puts the business manager in a restricted state, preventing new ad launches.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=698.0)\n - [**Cash Flow:** September's focus is proving economic value.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=468.0)\n - [**Rationale:** The current $14k MRR is insufficient to fund a broad product roadmap while the core agency is under pressure.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=489.0)\n\n### Product Pivot & Roadmap Simplification\n\n - [**Video Feature:** Will be removed from production.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=769.0)\n - [**Rationale:** Output quality is \"D/F\" level and not ready for clients.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=769.0)\n - [**Action:** Kendall will create an SOP to demonstrate the gap between manual video generation and the product's output.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1043.0)\n - [**Statics & Copy:** The product's strength.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1977.0)\n - [**Status:** \"C+ to B\" level, with a clear path to \"A.\"](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1977.0)\n - [**Action:** Reintroduce the \"templates\" feature to simplify the creative workflow.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1123.0)\n - [**Internal Tools:** The primary focus for the product roadmap.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3475.0)\n - [**Rationale:** To automate agency operations and reduce founder involvement.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3475.0)\n - [**Priority:**](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3475.0)\n 1. [**Client Success Admin Panel:** A master view for client results and weekly plans.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3475.0)\n 2. [**Media Buying View:** Tools to automate media buying and data analysis.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3520.0)\n\n### GTM Strategy: Broadening the ICP\n\n - [**Decision:** Broaden the ICP beyond e-commerce to include lead-gen businesses (e.g., roofers, coaches).](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=2586.0)\n - [**Rationale:** Lead-gen clients are easier to close and scale to $50k/mo revenue.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=2836.0)\n - [**Action:** Update the product's data model to support lead-gen workflows (form fills, calls) in addition to e-commerce purchases.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3071.0)\n\n### Fundraising & Team Structure\n\n - [**Fundraising:** A formal effort will begin after the pivot and rebrand.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3936.0)\n - [**Rationale:** To hire a dedicated engineering team, enabling the transition from a prototype to a scalable product.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=2333.0)\n - [**Team Structure:**](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=2126.0)\n - [**Aayush:** Will continue leading design. A compensation plan (e.g., $1.5k–$2k/mo) is needed to secure his ongoing involvement.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3624.0)\n - [**Kendall:** Will lead video ad strategy with Amar and Aayush.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=2126.0)\n - [**Som:** Will lead product operations and engineering.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=2126.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1043.0)\n - [Create an SOP demonstrating the gap between manual video generation and the product's output.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1043.0)\n - [Update Julianna on the strategic pivot to a broader ICP.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3704.0)\n - [Prepare the product data model to support lead-gen clients.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3071.0)\n - [**Som:**](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3609.0)\n - [Discuss the Agentive IP merger with the team today.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3609.0)\n - [Investigate removing the video feature from production.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=1620.0)\n - [**Kendall & Som:**](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3996.0)\n - [Meet at **9:30 PM today** to finalize payroll, discuss fundraising, and plan a trip to California to meet Aayush.](https://fathom.video/share/uBMpg1frThZVzrfxxUC3DFsytAvMouoF?tab=summary×tamp=3996.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Ellie and Kendall Shaw
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review Organic Marketing's updated service offerings.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=29.0)\n\n## Key Takeaways\n\n - [**New Strategy:** Organic Marketing now focuses on using creator-generated content for Meta (FB/IG) ads, shifting from a pure TikTok organic model.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=44.0)\n - [**Rationale:** The pivot targets Meta, which accounts for 85% of eCommerce ad spend, to reach a more qualified, purchase-ready audience.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=135.0)\n - [**New Offer:** A hybrid model: $500/mo retainer + 10-15% commission, with a 4-month minimum commitment ($2,000 total).](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=488.0)\n - [**Ad Budget:** Requires a minimum $1,500/mo ad spend to test content and ensure creators earn enough commission to stay motivated.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=211.0)\n\n## Topics\n\n### The Pivot to Meta Ads\n\n - [**Problem:** The previous TikTok-only strategy was ineffective, leaving Mike Shamash's account \"locked\" and products wasted.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=534.0)\n - [**Solution:** A new service using creator content for Meta ads.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=44.0)\n - [**Process:** Organic Marketing finds creators → creators post on Instagram/Facebook → Organic Marketing runs ads on that content.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=102.0)\n - [**Compensation:** Creators are paid on commission (80-90% of cases) or a flat fee ($30-50/video) for high-quality content.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=228.0)\n\n### New Offer: Hybrid Retainer & Commission\n\n - [**Retainer:** $500/month.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=488.0)\n - [**Commission:** 10-15% on sales generated by the ads.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=718.0)\n - [**Rationale:** The commission rate is TBD, as Organic Marketing aims for a minimum $5k/mo revenue per client to justify the intensive work required for brands under $50k/mo.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=460.0)\n - [**Commitment:** 4-month minimum.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=488.0)\n - [**Rationale:** This window is needed to see full results and is required for the reduced retainer.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=488.0)\n - [**Total Minimum Cost:** $2,000 ($500/mo x 4 months) + commission + ad spend.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=488.0)\n\n### Implementation Details\n\n - [**Ad Budget:** Minimum $1,500/month.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=211.0)\n - [**Rationale:** This budget is required to test content effectively and ensure creators earn enough commission to remain engaged.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=211.0)\n - [**Creator Pool:** Start with 5-10 creators.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=266.0)\n - [**Rationale:** This number balances the ad budget with the need to ensure creators are profitable and motivated.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=271.0)\n - [**Scope:** The service includes ad management, creator sourcing, and website conversion optimization.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=653.0)\n\n## Next Steps\n\n - [**Mike Shamash:** Evaluate the new hybrid offer ($500/mo + 10-15% commission + $1,500/mo ad spend).](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=488.0)\n - [**Kendall Shaw:** Present the full service process and tools upon Mike Shamash's approval.](https://fathom.video/share/ssx59a25q79q95L39hWExspfcg4B27J-?tab=summary×tamp=749.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Kendall Shaw and Beau Dickinson
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Kendall Shaw explores joining an AI organic marketing program.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=22.0)\n\n## Key Takeaways\n\n - [**Goal:** Kendall Shaw, an ads expert, aims to learn the AI organic affiliate model to generate $100k/mo in commissions, viewing it as more scalable than his current agency work.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=33.0)\n - [**Program:** The program connects creators with 13+ brands (e.g., Physician's Choice) for organic content on IG/FB, offering retainers ($300–$2k/mo) and high commissions (100–200% on tracked links) to offset Amazon purchase spillover.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=561.0)\n - [**Decision:** Kendall joined for $6k (plus $750 tax) via a 3-month payment plan, driven by the immediate opportunity to apply for a new campaign with Physician's Choice and Costco.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1469.0)\n - [**Onboarding:** Onboarding is underway, starting with a 2–3 day training course and a \"recreate assignment\" to validate skills before brand access is granted.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=412.0)\n\n## Topics\n\n### Kendall Shaw's Objective\n\n - [**Background:** 10 years in eCommerce, 5 months specializing in AI video for paid ads.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=68.0)\n - [**Motivation:** Learn the organic affiliate model, viewing it as more scalable than his agency's current service offerings.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=180.0)\n - [**Target:** $100k/mo in commissions.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=312.0)\n - [**Partnership:** Ammar, his content creator, will also learn and contribute.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1225.0)\n\n### Program Overview: The 3-Phase System\n\n - [**Phase 1: Onboarding (2–3 Days)**](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=412.0)\n - [**Training:** 11 hours of video modules on organic conversion strategies.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=422.0)\n - [**Support:** Private Discord group chat with 5 coaches for fast response times.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=495.0)\n - [**Validation:** Submit notes per module, then complete a \"recreate assignment\" to prove skill before gaining brand access.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=516.0)\n - [**Phase 2: Brand Placement**](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=561.0)\n - [**Process:** Apply to brands (13+) via a simple Google Form; no outreach required.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=561.0)\n - [**Retainers:** $300–$2,000/mo, based on creator performance and niche account size.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=605.0)\n - [**Commissions:**](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=625.0)\n - [**100–200%** on tracked link purchases (bio, DM). This high rate offsets purchase \"spillover\" (viewers buying directly from Amazon).](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=625.0)\n - [**20%** on ManyChat link requests, which have near-zero spillover.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=632.0)\n - [**Platform Focus:** Instagram & Facebook.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=458.0)\n - [**Rationale:** More stable rules and higher conversion rates from an older, more relevant audience for health/wellness products.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=458.0)\n - [**Phase 3: Community & Scaling**](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=744.0)\n - [**Resources:** Live coaching calls, copywriting masterclasses, and a deep research method to train AI on viral scripts.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=917.0)\n - [**Direct Access:** Brand managers are active in the community, providing data and coaching.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=709.0)\n - [**\"Killers Only\" Tier:** Unlocks at $10k/mo revenue, providing a private chat, exclusive coaching, and a course on scaling with VAs.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1146.0)\n\n### Program Investment & Onboarding\n\n - [**Cost:** $6,000 USD for a 1-year membership.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1402.0)\n - [**Payment Plan:** A 3-month plan was offered to enable immediate start and access to the new Physician's Choice/Costco campaign.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1457.0)\n - [**Terms:** $2,000/mo for 3 months.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1500.0)\n - [**First Payment:** $2,000 + $750 tax (via WAP) = $2,750.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1791.0)\n - [**Onboarding:** Beau guided Kendall through Discord setup, pinning the personal coaching channel, and reviewing the first steps.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1868.0)\n\n## Next Steps\n\n - [**Kendall Shaw:**](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1990.0)\n - [Complete onboarding: watch video, fill form, submit notes, complete recreate assignment.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1990.0)\n - [Apply for the Physician's Choice/Costco campaign (opens 6 PM ET).](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=576.0)\n - [**Beau Dickinson:**](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1622.0)\n - [Connect Kendall with Finn for the affiliate program.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1622.0)\n - [Grant Kendall access to the VA scaling course.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=1634.0)\n - [Coordinate with the team to add Ammar to the program.](https://fathom.video/share/HSZ-DQjQdFfyzR_so1ksUC15rH1Pj_UV?tab=summary×tamp=2076.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
BioBeauties / Kendall Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Finalize a marketing partnership for BioBeauties.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1021.0)\n\n## Key Takeaways\n\n - [**Decision:** BioBeauties will partner with organicmarketing.com for a Tribe-powered Facebook ad campaign, prioritizing its higher purchasing power over TikTok Shop.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=628.0)\n - [**Pricing:** The model is $500/mo + 5% of the agency's revenue share (not total sales), a structure BioBeauties found fair and motivating.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1023.0)\n - [**Risk Mitigation:** A pre-launch systems audit will prevent a repeat of a past TikTok ban caused by technical issues.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=697.0)\n - [**Onboarding:** The kickoff call is set for Tuesday, Sep 8, at 6 PM, with BioBeauties to pay the initial fee beforehand.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1138.0)\n\n## Topics\n\n### Channel Strategy: Tribe (Facebook) vs. TikTok Shop\n\n - [**Initial Request:** BioBeauties wanted TikTok Shop management, as they had already signed up for Tribe.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=19.0)\n - [**Organicmarketing.com Rationale for Tribe:**](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=313.0)\n - [**Higher Purchasing Power:** Facebook has 4x more buyers than TikTok Shop.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=326.0)\n - [**Ad Control:** Facebook offers superior control over ad distribution, enabling higher ROI.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=651.0)\n - [*Example:* One good creator video on Facebook can generate $100/day, vs. 5-10 videos on TikTok.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=651.0)\n - [**Outcome:** BioBeauties agreed to the Tribe strategy, trusting the agency's expertise.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=675.0)\n\n### Scope & Pricing\n\n - [**Scope:** The initial focus is exclusively on the Tribe/Facebook campaign.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1239.0)\n - [**Pricing Breakdown:**](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1023.0)\n - [**Management Fee:** $500/month](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1023.0)\n - [**Performance Fee:** 5% of the agency's revenue share.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1023.0)\n - [*Clarification:* This is not 5% of total sales. If a creator earns $200 commission on $1,000 in sales, the agency's fee is $10 (5% of the $200 commission).](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1031.0)\n - [**Other Costs:** BioBeauties pays creator commissions and Tribe's 1.5% platform fee.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=473.0)\n - [**Rationale:** BioBeauties found this structure fair, as it directly incentivizes the agency's performance.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1090.0)\n\n### Risk Mitigation & Onboarding\n\n - [**Past TikTok Issues:** BioBeauties was previously banned from TikTok due to technical problems (e.g., sample coordination, Shopify integration).](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=697.0)\n - [**Pre-Launch Audit:** Organicmarketing.com will conduct a full audit of BioBeauties' systems (Shopify, Meta) before launching the campaign to prevent a recurrence.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=723.0)\n - [**Shopify Status:** The site is ready for ads, with minor text edits not being a blocker.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=922.0)\n - [**Onboarding Call:** Scheduled for Tuesday, Sep 8, at 6 PM to accommodate Mike's availability.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1138.0)\n\n## Next Steps\n\n - [**Kendall:** Send payment link and onboarding form.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1301.0)\n - [**Ellie:** Pay initial fee before the Tuesday call.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1301.0)\n - [**Organicmarketing.com Team:** Begin content and creator research.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=882.0)\n - [**All:** Attend onboarding call on Tuesday, Sep 8, at 6 PM.](https://fathom.video/share/of-eo1kKK6zAiLZF9K-P12pGg6dhyyJ8?tab=summary×tamp=1138.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
SAYBLEE ONBOARDING
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Onboard Sayblee to the Facebook Ads platform.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=63.0)\n\n## Key Takeaways\n\n - [**Instagram Access Blocked:** Ad launch is blocked by a 2FA issue preventing Instagram account sync. Sayblee must resolve this before the next meeting.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2296.0)\n - [**FB Access Granted:** Partner access was successfully granted to Sayblee's Facebook Page and all Ad Accounts via Business Settings.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=1985.0)\n - [**Kickoff Rescheduled:** The kickoff call is moved to **Thursday at 3 PM** to allow time for content creation and resolving the Instagram access issue.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2540.0)\n - [**Comms Shifted:** A WhatsApp group was created for immediate communication, bypassing a Slack login issue.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2566.0)\n\n## Topics\n\n### Instagram Account Sync Issue\n\n - [**Problem:** Syncing the Instagram account to the Facebook Business Portfolio is blocked by a 2FA failure.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2303.0)\n - [**Cause:** The system is not sending a verification code via text message to the phone number on file.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=1050.0)\n - [**Cause:** The Google Authenticator app on Sayblee's phone is for Google Cloud, not Instagram, and thus cannot generate the required code.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=1448.0)\n - [**Impact:** This issue is a hard stop for launching ads, as the Instagram account must be linked to the ad platform.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=1294.0)\n\n### Facebook Platform Access\n\n - [**Solution:** A new Business Portfolio was created to centralize assets, as direct ad account additions failed.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=1985.0)\n - [**Method:** Partner access was granted to Organic Marketing via Business Settings using their Partner ID.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=1985.0)\n - [**Result:** Full control was assigned for all existing Ad Accounts and the SAYBLEE Facebook Page.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2203.0)\n\n### Communication & Scheduling\n\n - [**Problem:** Sayblee could not log into Slack, preventing team communication.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2566.0)\n - [**Solution:** A WhatsApp group was created for immediate, direct communication.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2695.0)\n - [**Kickoff Call:** Rescheduled to **Thursday at 3 PM** to provide time for content creation and resolving the Instagram access issue.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2540.0)\n\n## Next Steps\n\n - [**Sayblee:** Resolve the Instagram 2FA issue to enable account sync.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2303.0)\n - [**Sayblee:** Join the new WhatsApp group for team communication.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2702.0)\n - [**Organic Marketing:** Organize shared content and begin ad creative development.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2426.0)\n - [**Organic Marketing:** Resend the recording from the previous meeting.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2520.0)\n - [**All:** Attend the kickoff call on **Thursday at 3 PM**.](https://fathom.video/share/EdPrwMj22JxshbLqae5KzxkjnsAA6mp1?tab=summary×tamp=2540.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Rav / Kendall / Som Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Decide on the operational system for client management and fulfillment.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=69.0)\n\n## Key Takeaways\n\n - [**Decision:** Use ClickUp for all internal operations (onboarding, fulfillment, status tracking). This simplifies the stack, avoids complex 3-way syncs (Platform ↔ Admin Panel ↔ ClickUp), and enables faster iteration without product development bottlenecks.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=2994.0)\n - [**Blocker:** Rav's progress is blocked pending two inputs from Kendall: 1) the deterministic logic for flagging client accounts (Green/Yellow/Red), and 2) all existing SOPs.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1866.0)\n - [**Onboarding:** The client-facing onboarding flow will be a single, productized URL (`app.usecommerce.com/invite/[UID]`) that triggers all backend provisioning (ClickUp, Slack, DB).](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=916.0)\n - [**Shopify:** To accelerate the Shopify integration, the team will investigate using the \"API Ease\" app as an interim solution, bypassing the need for a public app review.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3050.0)\n\n## Topics\n\n### Operational System: ClickUp vs. Admin Panel\n\n - [**Problem:** The team needed to choose a single system for internal operations to avoid the complexity of syncing data across the platform, a new admin panel, and ClickUp.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1522.0)\n - [**Decision:** Use ClickUp as the primary operational hub.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=2994.0)\n - [**Rationale:** ClickUp enables rapid iteration on workflows and logic without requiring product development resources (UI/UX, code). This de-risks the process by validating the operational model before committing to a full product build.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=2894.0)\n - [**Future:** The validated logic can be migrated to a native admin panel later, but the immediate goal is to establish a functional system.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=2961.0)\n\n### Client Onboarding & Fulfillment\n\n - [**Onboarding Flow:** A single, productized URL (`app.usecommerce.com/invite/[UID]`) will be sent to all new agency clients.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=916.0)\n - [**Trigger:** Completing the onboarding form initiates all backend provisioning (ClickUp folder, Slack channel, database records).](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=553.0)\n - [**Scope:** The flow is designed for agency clients, as self-serve is not a current priority.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=410.0)\n - [**Fulfillment Engine:** A data-driven system will flag client accounts and auto-generate tasks for the team.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1877.0)\n - [**Logic:** Rav requires a deterministic formula for account statuses (Green/Yellow/Red) and corresponding actions.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1877.0)\n - **Example:** Green account → CPL \\< 20% AOV for 3+ days → Action: Creative Strategist audits account to find winning angles and create 10 new creatives.\n - [**SOPs:** All SOPs will be housed in a central ClickUp document and linked directly within relevant tasks. This ensures team members have immediate access to instructions for any assigned work.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=2129.0)\n\n### Shopify Integration\n\n - [**Goal:** Accelerate the Shopify integration to pull data programmatically, bypassing the slow public app review process.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3050.0)\n - [**Solution:** Investigate using the \"API Ease\" app as an interim solution.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3100.0)\n - [**Mechanism:** Install API Ease on client stores via collaborator access to make API calls without a public app.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3100.0)\n - [**Action:** Rav and Kendall will research API Ease's multi-tenant capabilities.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3100.0)\n\n### Database & Team Collaboration\n\n - [**Database Sync:** A unique identifier (e.g., UUID) will be created in the new Supabase database and synced to the product's database to link records across systems.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3381.0)\n - [**Team Resources:** Som introduced two team members available for collaboration:](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3457.0)\n - [**Gabe:** Can assist with data ingestion and pipeline review.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3457.0)\n - [**Aayush:** A designer who can provide existing UI/UX components.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3483.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1877.0)\n - [Define deterministic logic for client account statuses (Green/Yellow/Red) and corresponding actions.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1877.0)\n - [Share all existing SOPs with Rav.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=2237.0)\n - [**Rav:**](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=1866.0)\n - [Build the fulfillment engine in ClickUp using the logic from Kendall.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3288.0)\n - [Research the \"API Ease\" app for Shopify integration.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3100.0)\n - [Schedule a product walkthrough with Som.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3515.0)\n - [**Som:**](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3515.0)\n - [Share the onboarding API for testing.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3566.0)\n - [**All:**](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3515.0)\n - [Meet Wednesday at 2:30 PM for a product walkthrough.](https://fathom.video/share/CZpzSarTMdtXFLzHsmUpxe7bZGGt1FQ3?tab=summary×tamp=3515.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Rav / Kendall / Som Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Define the operational strategy for client onboarding and fulfillment.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=79.0)\n\n## Key Takeaways\n\n - [**Strategy:** Use ClickUp for Q4 to build and validate operational logic (onboarding, account management) before migrating it to the product's admin panel. This de-risks the product roadmap by separating logic from UI/UX.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1722.0)\n - [**Critical Input:** Rav's progress is blocked pending two inputs from Kendall: 1) Account status definitions (Red/Yellow/Green) with specific, data-driven action triggers, and 2) A consolidated list of all existing SOPs.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1906.0)\n - [**Onboarding:** Som will build an API to automate client onboarding, replacing the current manual process. The product will own the client-facing flow, while ClickUp tracks internal status.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3605.0)\n - [**Shopify Integration:** To accelerate data access, the team will evaluate using the \"API Ease\" app as an interim solution, bypassing the lengthy Shopify app review process.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3138.0)\n\n## Topics\n\n### Operational Strategy: ClickUp vs. Admin Panel\n\n - [**Problem:** Choose between building operational tools in ClickUp or the product's admin panel.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1623.0)\n - [**ClickUp:** Faster iteration, but creates a temporary system and sync complexity.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1640.0)\n - [**Admin Panel:** Simpler stack, but slower development due to UI/UX and code dependencies.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=2935.0)\n - [**Decision:** Use ClickUp for Q4.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3061.0)\n - [**Rationale:** This allows rapid validation of the core logic (decision trees, workflows) without impacting the product roadmap. The proven logic will be migrated to the admin panel post-Q4.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1722.0)\n\n### Account Status & Action Logic\n\n - [**Need:** Rav requires a deterministic framework to automate account management. This framework must define:](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1919.0)\n - [**Status Triggers:** Data-driven criteria for an account's status (e.g., CPL \\> 20% of AOV for 3+ days → Yellow).](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1919.0)\n - [**Required Actions:** Specific SOPs for each status (e.g., Green → Audit account, create 10 new creatives).](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1980.0)\n - [**Goal:** Enable media buyers to focus on high-priority accounts flagged by the system, increasing efficiency.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=2030.0)\n\n### SOP Management\n\n - [**Location:** All SOPs will be housed in the \"Company Wiki\" ClickUp page.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=2099.0)\n - [**Structure:** Each SOP will be a sub-page linked directly within its corresponding task template.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=2170.0)\n - [**Rationale:** This ensures team members have instant, in-context access to instructions for every task.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=2170.0)\n\n### Shopify Integration\n\n - [**Challenge:** The public Shopify app review process is a significant timeline risk.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3091.0)\n - [**Interim Solution:** Evaluate \"API Ease,\" a third-party app that can make Shopify API calls from client stores.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3138.0)\n - [**Benefit:** This could provide programmatic data access immediately, accelerating the integration timeline.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3132.0)\n\n### Database & Onboarding Automation\n\n - [**Database:** Rav has built a relational Supabase database for analytics data.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3391.0)\n - [**Integration:** Som will review the Supabase schema and define a unique identifier (e.g., email, ad account ID) to sync it with the product's database.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3391.0)\n - [**Onboarding API:** Som is building an API to generate unique onboarding URLs, automating the client provisioning process.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3605.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1906.0)\n - [Provide the account status definitions and action triggers to Rav.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=1919.0)\n - [Share all existing SOPs with Rav for consolidation in the ClickUp wiki.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=2099.0)\n - [**Som:**](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3547.0)\n - [Share the onboarding API details (e.g., cURL request) with Rav for testing.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3605.0)\n - [Review the Supabase schema and define the database sync strategy.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3391.0)\n - [**Rav:**](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3091.0)\n - [Evaluate the \"API Ease\" app for Shopify integration.](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3138.0)\n - [Schedule a product walkthrough with Som. (Tentative: Wednesday @ 2:30 PM).](https://fathom.video/share/jsNEFdKVxg3p8Kz_aE7srwzHFytd5fUz?tab=summary×tamp=3547.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Kommerce AI TOUCH IN
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Align on product development, GTM strategy, and internal collaboration.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2333.0)\n\n## Key Takeaways\n\n - [**Media Buying Flow is This Week's Priority:** The new flow must autonomously publish approved creatives to Meta for three accounts by Friday.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1248.0)\n - [**A \"Commerce Home\" will centralize knowledge:** A single source of truth will connect all tools (ClickUp, GitHub, etc.) to eliminate information silos and accelerate onboarding.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2220.0)\n - [**UX/UI work will accelerate:** Kendall will get a frontend-only test environment by EOW. All design will now be collaborative in Figma to prevent building in isolation.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2063.0)\n - [**GTM is ramping up:** Kendall is relaunching ads, starting a blog for SEO, and using ListKit for targeted outbound to generate 2–3 appointments/day.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1857.0)\n\n## Topics\n\n### Product Development & UX Strategy\n\n - [**Goal:** Accelerate product development by removing constraints and enabling parallel work.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=400.0)\n - [**New UX/UI Workflow:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=187.0)\n - [**Problem:** Current UX/UI work is a bottleneck, with designs in Figma disconnected from the codebase.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=187.0)\n - [**Solution:** Som will provide Kendall a frontend-only test environment by EOW. This allows Kendall to iterate on designs and provide direct instructions, freeing Som to focus on the backend.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2063.0)\n - [**Process:** All design work will now be collaborative in Figma to prevent building in isolation.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=856.0)\n - [**Agent Harness Development:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1602.0)\n - [**Problem:** Som lacks visibility into agent usage, making it hard to identify and fix failures.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1646.0)\n - [**Solution:** Kendall will log agent failures and use cases. Som will build a LangFuse observability dashboard within 1–2 weeks to automate this tracking.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1646.0)\n - [**Contribution:** Kendall will continue building and sharing workflows/skills, using an agent to automate the workflow builder process.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1783.0)\n\n### Media Buying Flow\n\n - [**This Week's Goal:** Successfully publish approved creatives to Meta for three accounts via the new flow by Friday.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1248.0)\n - [**Status:** Aayush is untangling two existing publish pipelines to create a single, unified workflow.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1094.0)\n - [**\"Create New Campaign\" Feature:** Aayush will build the feature but may block it in the UI. The decision depends on alignment with Rav on the specific, non-general use cases for new campaigns.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1170.0)\n\n### GTM & Fundraising\n\n - [**Fundraising:** Kendall is refining the fundraising doc and preparing to relaunch ads.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1867.0)\n - [**Lead Generation:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1927.0)\n - [**Tool:** ListKit will be used for targeted outbound.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1927.0)\n - [**Example:** Find 12,000 Shopify brands doing \\>$10k/mo in clothing sales.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1931.0)\n - [**Content Strategy:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2599.0)\n - [**Goal:** Generate 2–3 booked appointments/day through organic content and ads.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2599.0)\n - [**Tactics:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2616.0)\n - [Repurpose blog posts into social media content.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1803.0)\n - [Film YouTube videos and record podcasts.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1857.0)\n - [Create technical/product-focused content (e.g., \"top 5 creative angles\").](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2726.0)\n\n### Internal Collaboration & Operations\n\n - [**\"Commerce Home\":** A central hub connecting all company tools (ClickUp, GitHub, etc.) to serve as the single source of truth for operations, decisions, and SOPs.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2220.0)\n - [**Client Communication:** Kendall will help refine the copy for automated client notifications (e.g., email, Slack) to ensure a consistent, professional tone.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2091.0)\n - [**Aayush's Transition:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2839.0)\n - [**Status:** Aayush's STEM OPT application is pending (3–4 months).](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2877.0)\n - [**Plan:** Payroll will remain with Agentive during this period to avoid delays. This does not block any product work.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2877.0)\n\n## Next Steps\n\n - [**Aayush:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2549.0)\n - [Share media buying UI screenshots by EOD today.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1080.0)\n - [Meet with Som and Rav tomorrow (2 PM) to review the media buying flow.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1129.0)\n - [**Som:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2549.0)\n - [Provide Kendall a frontend-only test environment by EOW.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2063.0)\n - [Build the LangFuse observability dashboard for the agent harness.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1695.0)\n - [Test the Commerce product using the provided lead-gen account URL.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2391.0)\n - [**Kendall:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2549.0)\n - [Log agent failures and use cases for Som.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=1646.0)\n - [Develop the organic content strategy and plan for video/podcast recordings.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2726.0)\n - [Refine copy for client notifications.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=2091.0)\n - [**All:**](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=856.0)\n - [Use the shared Figma account for all design collaboration.](https://fathom.video/share/y3db_YnqxjJyL1UUfjAKc-QMYsJeYEiF?tab=summary×tamp=856.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
BO AI x Performance Weekly
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review ad performance and align on new creative and pricing strategies.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=277.0)\n\n## Key Takeaways\n\n - [**Ad Performance:** Soft paywall trial CPA dropped \\~30% to $26 (target: \\~$20). Freemium volume is higher, but its CAC remains elevated.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=324.0)\n - [**Strategic Pivot:** A new \"human-centric\" brand identity will be tested to differentiate Bo from competitors.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=540.0)\n - [**Pricing Overhaul:** The annual plan will increase from $96 to $120. A tiered model (e.g., $5/mo intro, $25/mo Pro) is being explored to capture more users and drive upgrades.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=978.0)\n - [**Immediate Actions:** Launch 25 new static ads to lower remarketing CPA and fix the broken Bo dashboard, which is missing Meta spend data.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=389.0)\n\n## Topics\n\n### Ad Performance & Optimization\n\n - [**Soft Paywall:** Trial CPA dropped \\~30% to $26 (from $36) after recent campaign changes.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=348.0)\n - [**Target:** Reach \\~$20 CPA.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=363.0)\n - [**Canada:** Trials are a strong performer at $13 CPA.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=348.0)\n - [**Freemium Funnel:** Generates higher volume but has a higher CAC than the soft paywall.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=324.0)\n - [**Remarketing (MOF/BOF):** CPA is high ($158) due to creative fatigue from old statics.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=432.0)\n - [**Solution:** Launch 25 new static ads to refresh content and lower costs.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=389.0)\n\n### Strategic Pivot: Brand & Pricing\n\n - [**New Brand Identity:** Shift from a generic AI assistant to a \"human-centric\" brand.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=540.0)\n - [**Rationale:** Differentiate Bo from competitors (e.g., ChatGPT) by focusing on the service's human-like qualities, not just the underlying tech.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1312.0)\n - [**Analogy:** Emulate Waymo's strategy of selling a safer *service* (self-driving cars), not just a tech product.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1312.0)\n - [**Pricing Strategy:** Overhaul the model to increase revenue and capture more users.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=978.0)\n - [**Annual Plan:** Increase from $96 to $120.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=978.0)\n - [**Rationale:** Materially impacts gross margin and upfront cash for the 44-47% of users on annual plans.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=978.0)\n - [**Tiered Model Exploration:**](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1095.0)\n - [**Intro Tier:** \\~$5-7/mo for lower usage to attract a long tail of price-sensitive users.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1095.0)\n - [**Pro Tier:** \\~$25-30/mo for power users.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1095.0)\n - [**Goal:** Drive upgrades by having users hit usage limits on lower tiers.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1225.0)\n - [**New Plans:** Test quarterly or 6-month options.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1073.0)\n\n### Operational Blockers & Needs\n\n - [**Engineering Support:** A new Head of Engineering (Jason) will provide the stability needed to execute these tests.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=877.0)\n - [**Reporting:** The Bo dashboard is missing Meta spend data, rendering all spend-related metrics inaccurate.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=732.0)\n - [**Pixel:** The Meta pixel setup is still pending.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1407.0)\n\n## Next Steps\n\n - [**Kendall:**](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1407.0)\n - [Launch 25 new static ads for remarketing.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=389.0)\n - [Add new countries (UK, AU, NZ) to the soft paywall campaign.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1517.0)\n - [Implement new weekly reporting: CTR by creative category & Meta demographic data.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1567.0)\n - [Connect with Jason (Head of Engineering) to coordinate testing.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1464.0)\n - [**Brandon:**](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=877.0)\n - [Fix the Bo dashboard to pull Meta spend data.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=732.0)\n - [Brief Jason on the annual plan price increase ($96 → $120).](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=978.0)\n - [**Max:**](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1380.0)\n - [Brief Kayla on the new \"human-centric\" creative direction.](https://fathom.video/share/r9vRnxRs_RUubjcQzM8cuHBVeEBjrWHD?tab=summary×tamp=1380.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
AmoreRings Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Relaunch AmoreRings' ad campaigns and define the new strategy.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=54.0)\n\n## Key Takeaways\n\n - [**Relaunching This Week:** AmoreRings' ad campaigns will relaunch this week, starting a 30-day \"sprint\" with a $50/day budget to acquire new customers.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=54.0)\n - [**Full-Service Partnership:** The $1,200/mo subscription covers both AI-driven ad management and hands-on support from Kendall and his technical co-founder, Som.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=235.0)\n - [**AI-Powered Optimization:** The \"Marcus\" AI agent will analyze ad data to generate creative briefs and copy based on proven performance, accelerating the testing loop.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=391.0)\n - [**Action Required:** AmoreRings must grant Shopify access to organicmarketing.com to enable the relaunch.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=627.0)\n\n## Topics\n\n### Relaunch Plan & Budget\n\n - [**Goal:** Relaunch ads to acquire new customers and test content performance.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=194.0)\n - [**Budget:** $50/day.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=132.0)\n - [**Rationale:** Recommended by Kendall as a suitable starting point for pixel optimization.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=160.0)\n - [**Timeline:** Ads will go live this week.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=54.0)\n\n### Service Model & AI Platform\n\n - [**Subscription:** $1,200/month, with a credit for past months of inactivity.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=235.0)\n - [**Service Model:** A full-service partnership combining:](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=235.0)\n - [**AI Platform:** \"Marcus\" agent for data-driven ad management.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=391.0)\n - [**Human Support:** Hands-on management from Kendall and technical co-founder Som.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=309.0)\n - [**Platform Demo:** Kendall demoed the \"Marcus\" AI platform, which:](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=338.0)\n - [**Analyzes Data:** Pulls performance data from Facebook and Shopify.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=489.0)\n - [**Generates Strategy:** Creates brand knowledge bases, competitive analyses, and SWOTs.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=357.0)\n - [**Automates Content:** Writes creative briefs and copy based on winning angles.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=428.0)\n - [**Publishes Ads:** Creates and publishes content directly to Facebook.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=519.0)\n\n### AmoreRings' Readiness\n\n - [**Social Media:** Oars is preparing an Instagram presence for brand validity, but this is not a prerequisite for the ad relaunch.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=0.0)\n - [**Assets:** Licensed music clips (20) and professional images are ready.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=77.0)\n - [**Access:** Oars needs login credentials for the organicmarketing.com platform and Slack channel.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=605.0)\n\n## Next Steps\n\n - [**organicmarketing.com Team:**](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=627.0)\n - [Email AmoreRings platform login credentials.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=605.0)\n - [Request Shopify access.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=627.0)\n - [Schedule a follow-up call to kick off the relaunch.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=619.0)\n - [**AmoreRings:**](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=627.0)\n - [Grant Shopify access upon request.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=627.0)\n - [Confirm access to the organicmarketing.com Slack channel.](https://fathom.video/share/aLqPsG25iazJxqK9MeuhDkVmsTdhmYKQ?tab=summary×tamp=723.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Som <> Rafael | Kommerce - Weekly Sync
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[To map Raf's current ad creation workflow to Kommerce's capabilities.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=46.0)\n\n## Key Takeaways\n\n - [**Current Workflow:** Raf uses a fragmented process: Claude for creative briefs, ChatGPT for ad copy, and manual Google Drive/ClickUp management. This is slow and inefficient.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1490.0)\n - [**Primary Bottleneck:** The biggest pain point is the manual, repetitive process of uploading approved creatives and copy into Meta. This takes \\~1 hour for 3 accounts.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3323.0)\n - [**Immediate Need:** Kommerce's new ad-publishing feature is a \"game changer\" because it automates this bottleneck, allowing Raf to select approved creatives and publish them as paused drafts directly to Meta.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3285.0)\n - [**Future Vision:** The long-term goal is a fully integrated platform that handles the entire workflow—from AI-generated briefs and creatives (especially video) to automated campaign setup and targeting.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1919.0)\n\n## Topics\n\n### Current Workflow & Pain Points\n\n - [**Creative Briefs (Claude):**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=477.0)\n - [Raf uses a \"Creative Brief Builder\" skill in Claude to analyze winning ads and generate briefs for the creative team (Amar).](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=477.0)\n - [**Pain Point:** Briefs are often too complex for Amar, containing instructions for live-action video that are difficult to replicate with AI. This forces a pivot to simpler static image ads.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1028.0)\n - [**Ad Copy (ChatGPT):**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1490.0)\n - [Raf uses a trained ChatGPT instance to generate ad copy, separate from the creative brief.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1490.0)\n - [**Pain Point:** This requires manual copy-pasting into Meta, a step Kommerce can automate.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3323.0)\n - [**Manual Publishing:**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1505.0)\n - [After internal and client approval, Raf manually uploads creatives and copy into Meta.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=1505.0)\n - [**Pain Point:** This is the most time-consuming step, taking \\~1 hour for 3 accounts.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3323.0)\n\n### Ad Account Structure & Testing Strategy\n\n - [**Creative Engine Campaign:** An ABO campaign used for rapid creative testing.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2198.0)\n - [**Structure:** Ad sets contain 4–5 ads.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2247.0)\n - [**Testing:** Primarily tests creatives. Copy is often held constant to isolate creative performance.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2585.0)\n - [**Prospecting & Scaling Campaigns:**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2678.0)\n - [**Prospecting:** CBO campaigns test winning creatives against new audiences.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2794.0)\n - [**Scaling:** High-budget CBO campaigns use proven creatives and broad targeting to maximize spend.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2824.0)\n - [**Targeting Requirements:**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2727.0)\n - [**Exclusions:** Upload customer CSVs to exclude recent buyers (e.g., last 90 days) and focus on new customer acquisition.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2909.0)\n - [**Lookalikes:** Create lookalike audiences from customer lists.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2768.0)\n - [**Interests:** Select specific interests and brands.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2734.0)\n - [**Demographics:** Define age, gender, and location.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=2734.0)\n\n### Kommerce Demo & Feedback\n\n - [**New Ad-Publishing Feature:** Aayush demoed a feature that lets Raf select approved creatives, add copy, and publish them as paused drafts to Meta.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3157.0)\n - [**Raf's Feedback:** This is a \"game changer\" that solves the primary bottleneck. Publishing as a draft is ideal, as it allows for a final QC check in Meta to adjust settings (e.g., disable WhatsApp placements).](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3285.0)\n - [**AI Briefing & Generation:** Som demoed an agent that generates briefs and hooks based on winning angles.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3913.0)\n - [**Raf's Feedback:** The agent must be able to generate high-quality, non-distorted images.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=4067.0)\n\n## Next Steps\n\n - [**Som:**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3875.0)\n - [Generate ads for Ruth + Bo, Solami, and ESKA for review by EOD tomorrow.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3875.0)\n - [Enable Raf to approve creatives by EOD tomorrow.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3875.0)\n - [**Raf:**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3368.0)\n - [Record a Loom detailing critical Meta ad settings that require manual adjustment (e.g., pixel tracking, WhatsApp placements).](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3368.0)\n - [Test the new ad-publishing feature on Friday.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3849.0)\n - [**All:**](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3903.0)\n - [Meet next week to review the test and gather further feedback.](https://fathom.video/share/LtFyA_gpsfkdmLzmQRoJhZr9J-daZ-mi?tab=summary×tamp=3903.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
R3 Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Finalize the Clarity Kit funnel and launch plan.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=96.0)\n\n## Key Takeaways\n\n - [**Launch Target:** Go-live in \\~7 days, contingent on Mike providing assets (logo, ebook) and setting up a Stripe account.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=647.0)\n - [**New Offer:** The Clarity Kit now includes an ebook and a post-purchase consultation, making the offer more \"irresistible\" and qualifying leads for high-ticket sales.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=461.0)\n - [**Tech Stack:** GoHighLevel (GHL) will handle all sales and CRM, replacing Kajabi. Shopify will remain for fulfillment only.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=669.0)\n - [**Pre-Launch Strategy:** Run low-budget ($20–$30/day) Instagram ads to warm up an audience for the main launch.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=768.0)\n\n## Topics\n\n### Funnel & Offer Finalization\n\n - [**Funnel Status:** The GHL funnel is nearly complete.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=96.0)\n - [**Pending:** Transparent logo, resized product photos, and a new \"irresistible\" product graphic showing all offer components.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=99.0)\n - [**New Offer Structure:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=461.0)\n - [**Core Product:** Clarity Kit](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=503.0)\n - [**Bonus 1:** New ebook (Mike to create)](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=461.0)\n - [**Bonus 2:** Post-purchase consultation](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=522.0)\n - [**Consultation Strategy:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=522.0)\n - [Pitched *only* on the thank-you page and via email automation, not on the main sales page.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=522.0)\n - [**Rationale:** Qualify leads for high-ticket offers by ensuring they are already invested customers.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=522.0)\n - [**Scheduling:** Booked ≥7 days out to allow for kit delivery (max 5 days).](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=269.0)\n - [**Required Pre-Consultation Asset:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=552.0)\n - [The existing Kajabi questionnaire must be migrated to GHL.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=552.0)\n - [**Purpose:** Gather symptom data from buyers before their call to maximize consultation value.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=552.0)\n\n### Technical & Platform Strategy\n\n - [**Platform Migration:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=669.0)\n - [**Sales & CRM:** GHL will replace Kajabi for all sales, payments, and customer management.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=669.0)\n - [**Fulfillment:** Shopify will remain active for order fulfillment only.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=669.0)\n - [**Payment Processing:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=385.0)\n - [A new Stripe account is required for GHL payments, as Kajabi's payment gateway is incompatible.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=385.0)\n - [**Kajabi Cancellation:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=698.0)\n - [**Timeline:** Cancel after \\~5 days to ensure all assets (e.g., questionnaire) are fully migrated.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=705.0)\n\n### Launch & Ad Strategy\n\n - [**Course Video Editing:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=211.0)\n - [**Status:** In progress (3–4 day ETA).](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=211.0)\n - [**Style:** Simple cuts with subtitles, matching the \"21-day course\" videos already in Kajabi.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=226.0)\n - [**Ad Assets:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=320.0)\n - [**Video Ads:** Already edited and ready.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=320.0)\n - [**Copy:** Will use \"long-form static\" text to pre-frame the offer and drive clicks.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=336.0)\n - [**Pre-Launch \"Hammer Them\" Strategy:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=768.0)\n - [**Action:** Run low-budget ($20–$30/day) Instagram engagement ads now.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=768.0)\n - [**Rationale:** Warm up an audience so the main launch ads target a familiar, receptive group, improving performance.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=768.0)\n\n## Next Steps\n\n - [**Mike:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=647.0)\n - [Create the new ebook for the Clarity Kit offer.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=461.0)\n - [Set up a new Stripe account and connect it to GHL.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=385.0)\n - [Send the transparent logo to Kendall.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=96.0)\n - [Record a short thank-you video for the post-purchase page.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=892.0)\n - [**Kendall:**](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=852.0)\n - [Share the finalized GHL funnel link.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=852.0)\n - [Oversee migration of the Kajabi questionnaire to GHL.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=552.0)\n - [Confirm all GHL automations are complete.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=852.0)\n - [Launch the \"Hammer Them\" pre-launch ad campaign.](https://fathom.video/share/FcLaZ9Yriu2Cv4AqpCAED5oLnAiBNvga?tab=summary×tamp=768.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
SoleAime Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review ad performance and define a new strategy to improve ROAS.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=610.0)\n\n## Key Takeaways\n\n - [**Problem:** Low ROAS (\\~0.5) is driven by a low Average Order Value (AOV), which was just $45 during the Labor Day sale.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=809.0)\n - [**Solution:** Increase AOV by creating a new \"hero\" offer: a bundle of the 3oz spray, foot mask, and blister balm for \\~$50–$60.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1471.0)\n - [**Action Plan:** Use Replo to build a dedicated landing page for the new bundle, enabling focused testing and a clearer customer journey.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1152.0)\n - [**Creative Strategy:** Shift from a luxury-only focus to a \"luxury problem-solver\" narrative, using diverse models (e.g., plus-size) to broaden the audience.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1844.0)\n\n## Topics\n\n### Performance & Diagnosis\n\n - [**Low ROAS:** Current performance is unsustainable (\\~0.5 ROAS), prompting a deep-dive into the root cause.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=340.0)\n - [**High Conversion Rate:** The 5.4% purchase rate (Friday–Monday) is above the 2–3% industry standard, indicating the core product is appealing.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=720.0)\n - [**Low AOV:** The primary constraint is the low AOV, which was only $45 during the Labor Day sale.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=809.0)\n - [**Insight:** Customers are likely buying the smaller, cheaper bottle to \"try it out,\" which is unprofitable.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1089.0)\n - [**Ad Account Status:**](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=385.0)\n - [The \"Big Girl\" ad, which was cannibalizing budget, has been paused.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=402.0)\n - [The \"Fathom\" campaign, optimizing for max value, is the only consistent performer and remains active to generate data while new creatives are tested.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1375.0)\n\n### New Strategy: Hero Offer & Replo\n\n - [**Goal:** Increase AOV to $70–$90 to make ad spend profitable and scalable.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1655.0)\n - [**New Hero Offer:** A bundle designed to be irresistible and profitable.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1471.0)\n - [**Contents:** 3oz spray + foot mask + blister balm.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1471.0)\n - [**Cost:** \\~$6.40 ($4.40 spray + $1 mask + $1 balm).](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1471.0)\n - [**Price:** \\~$50–$60.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1531.0)\n - [**Rationale:** The high perceived value (3 products) for a low cost makes it a compelling offer.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1531.0)\n - [**Replo Landing Page:** A dedicated page will be built for the hero offer.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1152.0)\n - [**Purpose:** Create a focused, single-product experience to eliminate choice paralysis and align the ad angle with the post-click journey.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1185.0)\n - [**Credibility:** The page will feature Brooke Burke and logos of media outlets (e.g., Bravo) to build trust.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=2146.0)\n\n### Creative & Audience Expansion\n\n - [**Narrative Shift:** Evolve the brand from \"luxury-only\" to a \"luxury problem-solver.\"](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1844.0)\n - [**Rationale:** This maintains the high-end feel while addressing the core pain point that drives purchases.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1853.0)\n - [**Audience Diversification:** Expand the target audience beyond the current 90% Black demographic.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=2338.0)\n - [**Action:** Create new AI-generated statics featuring diverse models, including plus-size women.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=2338.0)\n - [**Rationale:** The \"Big Girl\" ad's success proves this demographic has a high pain point and is a large, untapped market.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=2438.0)\n\n## Next Steps\n\n - [**David:**](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=2322.0)\n - [Sign up for Replo using the provided affiliate link.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1353.0)\n - [Create the new \"hero offer\" bundle in Shopify and link it to the 3PL.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1566.0)\n - [**Kendall:**](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1306.0)\n - [Share Billow briefs for new UGC content.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1306.0)\n - [**Rafael:**](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=699.0)\n - [Send a Loom video with a detailed marketing report by EOD.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=699.0)\n - [**Kendall & Rafael:**](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1700.0)\n - [Update the homepage to clearly label the 3oz spray as the hero product and the 1oz as \"travel.\"](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1700.0)\n - [Build the Replo landing page for the new hero offer.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=1152.0)\n - [Create new ad creatives (luxury, problem-solver, diverse models) for testing.](https://fathom.video/share/_CaaNZhz-bBhpNCyFedpZNzA-sbpqLaw?tab=summary×tamp=2203.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
PAOW Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review marketing performance, refine messaging, and align on next steps.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=0.0)\n\n## Key Takeaways\n\n - [**New Messaging Approved:** Adopted \"soy and water\" to replace \"plant-based,\" broadening appeal beyond vegan/vegetarian audiences to include flexitarians.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=421.0)\n - [**DOT Ad Success:** A recent ad generated 7 high-quality sample requests (operators, distributors), a significant win after previous campaigns yielded no visible results.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=255.0)\n - [**GojiBerry Outreach Update:** Scripts for the 590-lead GojiBerry campaign will be updated with the new messaging; Tom must sync his email to enable direct replies.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=584.0)\n - [**New B2B Platform ROI:** The Keychain platform ($15k/yr) already yielded 2 leads (boneless wings, retail burgers) before full onboarding, demonstrating immediate value.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1216.0)\n\n## Topics\n\n### Messaging Strategy\n\n - [**Problem:** The \"plant-based\" label is too restrictive, excluding flexitarian customers.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=443.0)\n - [**Solution:** Shift to a more inclusive narrative focusing on product attributes (protein, fiber, versatility) and core ingredients (\"soy and water\").](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=421.0)\n - [**Rationale:** This approach avoids boxing the product into a single dietary category, appealing to a wider market.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=443.0)\n\n### GojiBerry Outreach Campaign\n\n - [**Status:** 590 leads scraped for a cold email/LinkedIn outreach campaign.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=584.0)\n - [**Action:** Kendall will update all scripts with the new \"soy and water\" messaging.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=584.0)\n - [**Blocker:** Tom's email is not synced in GojiBerry, preventing direct replies to leads.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=673.0)\n - [**Resolution:** Tom will request admin approval to sync his Outlook account.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=809.0)\n\n### DOT Ad Performance\n\n - [**Result:** 7 sample requests from a recent ad.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=255.0)\n - [**Significance:** This is a major win, as previous DOT campaigns yielded no visible results.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=255.0)\n - [**Leads:**](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=300.0)\n - [**Operators:** Bakemark, A\\&E Hospitality Solutions, WIC Smock S\\&L Foods](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=300.0)\n - [**Distributors:** PFG (FL), Cisco (CA), PFG (TN)](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=300.0)\n - [**Action:** Tom has phone numbers and emails for direct follow-up.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=342.0)\n\n### Keychain Platform\n\n - [**Investment:** $15,000/year.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1262.0)\n - [**ROI:** 2 leads generated before full onboarding.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1216.0)\n - [**Lead 1:** NDA signed for boneless wings production.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1216.0)\n - [**Lead 2:** Inquiry for retail burger production.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1216.0)\n - [**Future Use:** Will add IQF processing capabilities once the frozen cut vegetable line is ready.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1287.0)\n\n### Other Marketing Updates\n\n - [**Instacart Ads:** Live for 1-2 days, directing traffic to Sprouts.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1021.0)\n - [**Historical ROI:** 1.3x–2.6x.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1072.0)\n - [**Action:** Kendall will investigate adding other retailers.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1059.0)\n - [**DOT Food Ads:**](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1109.0)\n - [**Action:** Kendall will verify all ad images are of actual PAOW products, not AI-generated.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1138.0)\n - [**GoDaddy Access:** Still blocked.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=960.0)\n - [**Issue:** Account is under Gil's name, and he has not yet logged in to transfer ownership.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=960.0)\n - [**Content Calendar:**](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=910.0)\n - [**October:** Kendall will update the calendar with the new messaging for Tom's approval.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=910.0)\n - [**Senior Dining:** Final changes are pending from the team.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1167.0)\n\n## Next Steps\n\n - [**Tom:**](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1365.0)\n - [Sync Outlook with GojiBerry.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=673.0)\n - [Send DOT sample request list to Kendall for lookalike audience creation.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1365.0)\n - [Follow up with the 7 new DOT leads via phone and email.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=342.0)\n - [Resolve GoDaddy account access with Gil.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=960.0)\n - [**Kendall:**](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=584.0)\n - [Update GojiBerry outreach scripts with the new messaging.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=584.0)\n - [Revise October content calendar for Tom's approval.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=910.0)\n - [Verify all DOT Food ad images are of actual PAOW products.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1138.0)\n - [Investigate adding other retailers to the Instacart campaign.](https://fathom.video/share/psLiRwhCd5JPGEW_aHntmXS9sTBR5xy4?tab=summary×tamp=1059.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
InStrips Weekly Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Resolve Meta ad account issues and define a new, scalable marketing strategy.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1831.0)\n\n## Key Takeaways\n\n - [**Attribution is the Blocker:** The core issue is a single Meta pixel on `instrips.com` shared by multiple marketers, causing inaccurate sales attribution and preventing confident scaling.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=120.0)\n - [**Hiros Call is Decisive:** A 5 PM EST call with Hiros will determine if their tracking platform can solve the attribution problem. If not, a separate, dedicated domain for internal ads is the only alternative.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2415.0)\n - [**New Meta Strategy:** The new strategy will use advertorials and cloaking (via a tool like TrackLution) to protect aggressive campaigns from account bans, mirroring the successful tactics of affiliates.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1884.0)\n - [**TikTok Ramp-Up Blocked:** TikTok ad spend is capped at $50/day because the pixel is not firing on the Tagada checkout page, preventing performance tracking.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=3100.0)\n\n## Topics\n\n### The Attribution Problem\n\n - [**Root Cause:** A single Meta pixel on `instrips.com` is shared by multiple marketers (internal and affiliates), creating \"spillage\" where one marketer's ad interaction is incorrectly attributed to another.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=427.0)\n - [**Impact:** Inaccurate ROAS data makes it impossible to confidently scale ad spend, as performance cannot be reliably measured.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1397.0)\n - [**Data Example (NAD):**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2726.0)\n - [Break-even ROAS: \\~1.7x](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2746.0)\n - [Observed 1-day click ROAS: \\~2.0x–2.5x](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2626.0)\n - [**Significance:** The thin profit margin makes accurate attribution critical for scaling, as even minor inaccuracies could lead to significant financial losses.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2746.0)\n\n### Proposed Solutions\n\n - [**Option 1: Separate Domains (Last Resort)**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1149.0)\n - [**Method:** Create a completely separate root domain (e.g., `tryinstrips.com`) for internal ads.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1149.0)\n - [**Rationale:** This is the only known way to guarantee 100% clean attribution, as each domain would have its own pixel.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=539.0)\n - [**Drawback:** High operational complexity (managing two stores, syncing data).](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1177.0)\n - [**Option 2: Advanced Tracking Platform (Primary Hope)**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2415.0)\n - [**Method:** Use a specialized platform like Hiros to manage attribution across multiple ad accounts on a single domain.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2415.0)\n - [**Rationale:** Hiros is built for this exact scenario and has a history of solving complex attribution for \"gray area\" products.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2524.0)\n - [**Plan:** A call is booked for 5 PM EST today to confirm Hiros's capability.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2415.0)\n - [**Option 3: New Meta Ad Strategy**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1884.0)\n - [**Method:** Adopt the successful tactics of affiliates to ensure compliance and prevent account bans.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1884.0)\n - [**Components:**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1884.0)\n - [**Advertorials:** Drive all traffic to pre-sale pages, not directly to product pages.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1687.0)\n - [**Cloaking:** Use a tool (e.g., TrackLution) to hide aggressive ad content from Meta's crawlers.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1884.0)\n - [**Account Redundancy:** Create multiple ad accounts and Business Managers to protect the main pixel, which is the most critical asset.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2940.0)\n\n### TikTok Ad Status\n\n - [**Status:** Live with a $50/day budget.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=3173.0)\n - [**Blocker:** The TikTok pixel is not firing on the Tagada checkout page, preventing performance tracking.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=3100.0)\n - [**Action:** Kendall will troubleshoot the pixel issue today.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=3100.0)\n - [**Potential:** Past BPC ads on TikTok achieved a 3x ROAS, indicating significant potential once tracking is fixed.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=3183.0)\n\n## Next Steps\n\n - [**Kendall & Rafael:**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2415.0)\n - [Conduct the Hiros call at 5 PM EST today to confirm their attribution capabilities.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2415.0)\n - [After the call, create and share a document outlining the new Meta strategy (Hiros plan, cloaking tool, account structure, compliance SOP).](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=1831.0)\n - [Troubleshoot the TikTok pixel issue to enable performance tracking.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=3100.0)\n - [**All:**](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2512.0)\n - [Review the strategy document and make a final decision on the path forward tomorrow.](https://fathom.video/share/i33borHjhsuCP4w-nhaxKEAvHyRRVcyy?tab=summary×tamp=2512.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Rav X Som - Kommerce Review
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review Kommerce product onboarding and align on admin tool strategy.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=107.0)\n\n## Key Takeaways\n\n - [**Onboarding Redesign:** The current linear onboarding flow blocks clients on asset collection, preventing them from completing critical steps like Meta access. The new flow will be modular, allowing clients to provide minimum viable info (Meta access, core creative direction) to unblock initial ad launches, with other assets collected asynchronously.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1929.0)\n - [**Admin Tool Strategy:** The team will build a lean admin tool focused on onboarding status tracking and centralizing connections. Post-onboarding client health monitoring will be managed in ClickUp, using data pushed from the tool via automations.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2595.0)\n - [**Shopify Integration:** A Shopify integration is a top priority to automate product data collection. The team will investigate the \"API Ease\" app as a potential solution.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3168.0)\n - [**Timeline:** A testable onboarding flow is targeted for next Monday.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3577.0)\n\n## Topics\n\n### Current Onboarding & Its Challenges\n\n - [The current linear onboarding flow creates friction by requiring full completion before clients can proceed.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1774.0)\n - [**Specific Pain Points:**](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1715.0)\n - [**Asset Collection:** Clients get stuck on asset collection, which blocks them from completing subsequent, more critical steps like granting Meta access.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2106.0)\n - [**Creative Mismatch:** The team sometimes generates creatives before receiving full direction from the Typeform, leading to rework and client frustration.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1947.0)\n - [**Asset Quality:** Poor-quality client assets (e.g., AI-generated images with garbled text) degrade the quality of generated creatives. The current resolution-based quality check is insufficient.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1188.0)\n - [**Client Management:** The team will not architect around outlier clients who reject AI-generated media, as this contradicts the product's core value proposition.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2275.0)\n\n### Proposed Onboarding Redesign\n\n - [The new flow will be modular and asynchronous to reduce friction and accelerate time-to-launch.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1929.0)\n - [**Core Principles:**](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1886.0)\n - [**Minimum Viable Prerequisite:** The initial step will collect only essential information to unblock the first ad launch.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1886.0)\n - [Meta access](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1867.0)\n - [Shopify access (once integrated)](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1867.0)\n - [Core creative direction (e.g., \"do nots\")](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2158.0)\n - [At least one high-quality product image](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1867.0)\n - [**Asynchronous Asset Collection:** All other assets and detailed creative direction will be collected after the initial launch.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1929.0)\n - [**Progress Tracking:** The flow will be savable, allowing clients to return and see what information is still needed.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2081.0)\n\n### Admin Tool Strategy\n\n - [The team debated two paths: a lean tool for onboarding vs. a comprehensive tool for the full client journey.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2856.0)\n - [**Decision:** Build a lean admin tool focused on onboarding and centralizing connections.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2595.0)\n - [**Rationale:** This approach provides immediate value without over-scoping. Post-onboarding client health monitoring will be managed in ClickUp, using data pushed from the admin tool via automations.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=2595.0)\n\n### Technical Implementation & Access\n\n - [**Google Drive Sync:** The product automatically syncs with a client's Drive folder, moving creatives between \"Review\" and \"Approved\" folders as their status changes. This provides clients with a familiar, accessible \"brand brain\" replica.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=1543.0)\n - [**Supabase Integration:** The product will push client data to a Supabase project (`KOM_Rav_DB`) to create a consolidated lookup table for the admin tool.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3370.0)\n - [**Shopify Integration:** A top priority to automate product data collection. The team will investigate the \"API Ease\" app as a potential solution.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3168.0)\n\n## Next Steps\n\n - [**Rav:**](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3278.0)\n - [Propose a redesigned onboarding flow by tomorrow, referencing the Typeform answers from Ruth + Bo and Solami.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3278.0)\n - [Investigate the \"API Ease\" app for Shopify integration.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3168.0)\n - [Create a working document in the sprint list to define the new onboarding process.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3533.0)\n - [Update ClickUp lists to reflect the system-led onboarding process.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3492.0)\n - [**Som:**](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3370.0)\n - [Push client data to the `KOM_Rav_DB` Supabase project upon provisioning.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3370.0)\n - [Send a Firebase invite to Rav's preferred email.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3612.0)\n - [**Both:**](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3667.0)\n - [Schedule a Friday sync to review progress.](https://fathom.video/share/yc7sVuLQqxmhW2m2CydxwQr5H86VZWYf?tab=summary×tamp=3667.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Please Confirm Your HYROS Demo. (Must See This)
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Qualify a client's tracking needs and clarify HYROS pricing.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=8.0)\n\n## Key Takeaways\n\n - [**Client Need:** A client (via Kendall) requires a centralized tracking solution for affiliates, third-party checkouts, and multiple domains.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=24.0)\n - [**Pricing Clarified:** The $70/mo plan is for revenue up to $5k/mo. For the client's \\~$20k/mo revenue, the cost is $1,499 bi-annually or $2,759 annually (with an optional 15% discount).](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=54.0)\n - [**Path Forward:** Aria will email detailed answers to a list of client questions and include a scheduler link for a follow-up meeting.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=255.0)\n\n## Topics\n\n### Client's Tracking Needs\n\n - [**Current State:** Using Turbo Whale for tracking.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=147.0)\n - [**Goal:** Maximize affiliate tracking and consolidate all data into a single platform.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=156.0)\n - [**Specific Requirements:**](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=24.0)\n - [Third-party checkout tracking](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=24.0)\n - [Multi-domain tracking](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=24.0)\n - [**Financials:**](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=178.0)\n - [Ad Spend: $20k–$30k/month](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=178.0)\n - [Objective: Scale past current ad spend levels.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=178.0)\n\n### HYROS Pricing & Plans\n\n - [**Pricing Model:** Cost scales with tracked revenue, as HYROS guarantees results.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=102.0)\n - [**$70/mo Plan:** For revenue up to $5,000/month.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=102.0)\n - [**Pricing for \\~$20k/mo Revenue:**](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=54.0)\n - [Bi-annual: $1,499 every six months](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=54.0)\n - [Annual: $2,759 per year](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=54.0)\n - [Annual Discount: An additional 15% off is available.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=83.0)\n - [**Guarantee:** All plans include a 90-day warranty.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=74.0)\n\n## Next Steps\n\n - [**Aria:** Email detailed answers to the client's questions and include a scheduler link for a follow-up meeting.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=255.0)\n - [**Kendall:** Review the email and schedule the next call.](https://fathom.video/share/gpg2fWcUxMpBCSPFfRSsfzs8ZCzgHxPN?tab=summary×tamp=255.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
316 Collection Weekly Check-in Call
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Align on marketing strategy amid new investment and agency transition.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=254.0)\n\n## Key Takeaways\n\n - [**New Investment & Agency Transition:** A $250k investment requires using the investor's internal marketing team for paid media and retention. This transition is urgent, as it must occur before Q4 to avoid disrupting holiday sales.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=254.0)\n - [**Strategic Pivot to Influencers:** Jaylen wants to reallocate the remaining agency budget to influencer marketing, a service the new team doesn't provide. This is seen as a key growth driver, especially for moving high-inventory items.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=254.0)\n - [**Founder Story as a Core Asset:** Jaylen will leverage his personal comeback story (from $20M+ lifetime sales to rebuilding from scratch) in content to build a deeper, more authentic connection with customers.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=930.0)\n - [**Q4 Product Expansion:** New products are in development for Q4, including a \"David\" collection for men (inspired by the Amazon Prime show) and a high-end pajama line.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=623.0)\n\n## Topics\n\n### Business Update & New Investment\n\n - [316 Collection secured a $250k investment, bringing new operational requirements.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=77.0)\n - [**Investor Mandate:** Use their internal marketing team for paid media and retention.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=254.0)\n - [**Strategic Decision:** Jaylen paused signing a new $6-9k/mo building lease to focus on scaling revenue first.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=166.0)\n - [**New Hire:** A full-time Executive Assistant was hired to manage operations, freeing Jaylen for creative work.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=203.0)\n\n### Agency Transition & Influencer Strategy\n\n - [The investor-mandated agency transition must happen before Q4 to ensure a smooth holiday season.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1171.0)\n - [**Kendall's Concern:** A poorly managed transition could reverse recent performance gains.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1294.0)\n - [**Proposed Solution:** Reallocate the remaining agency budget to influencer marketing, a service the new team doesn't offer.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=254.0)\n - [**Kendall's Proposal:**](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1553.0)\n - [**Platform:** Use Tribe for creator discovery and management.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1380.0)\n - [**Content:** Develop a brief for fall/winter content.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1601.0)\n - [**Goal:** Use influencers to move high-inventory items (e.g., Lux long suits, Kingdom denim jackets) before Oct 21.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1607.0)\n\n### Founder Story & Content Strategy\n\n - [Jaylen will now use his personal comeback story as a core brand asset.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=930.0)\n - [**Rationale:** The new investors valued this vulnerability, directly contradicting advice from previous advisors.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=937.0)\n - [**Key Content Opportunity:** A shipment of 63 boxes of product, stuck in China for two years, is arriving next week. This event will be documented to highlight the brand's perseverance.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1034.0)\n\n### Q4 Product & Marketing Initiatives\n\n - [**Product Expansion:**](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=623.0)\n - [**\"David\" Collection:** A men's line inspired by the Amazon Prime show \"House of David.\"](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=623.0)\n - [**Pajama Line:** A high-end, monochromatic set for families, targeting the Christmas market.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1826.0)\n - [**Marketing Initiatives:**](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=431.0)\n - [**Lakewood Church:** Re-engaged for sales, adding another operational layer.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=431.0)\n - [**Email Marketing:** Recent Labor Day emails showed significant untapped revenue potential.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=242.0)\n\n## Next Steps\n\n - [**Jaylen:**](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1250.0)\n - [Meet with investors tomorrow to confirm the agency transition timeline.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1250.0)\n - [Send Kendall an email detailing high-inventory products for influencer campaigns.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1607.0)\n - [Sign up for the Tribe platform using the provided link.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1689.0)\n - [**Kendall:**](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1806.0)\n - [Send a formal proposal for the influencer marketing retainer.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1806.0)\n - [Draft a creative brief for fall/winter influencer content.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1601.0)\n - [Connect Jaylen with D'Erica for a potential ad management referral.](https://fathom.video/share/U8WVHZhhQZz1z323GTuLvcUM44siGwwA?tab=summary×tamp=1323.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Sayblee Kick Off Call
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Finalize ad strategy and launch plan for Sayblee.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=171.0)\n\n## Key Takeaways\n\n - [**Launch Target:** Ads will go live next Tuesday (Sept 15/16), pending final landing page and creative approvals.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=171.0)\n - [**Initial Goal:** Achieve $1,000/day in sales to establish a stable revenue base before scaling.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2604.0)\n - [**Strategy:** Emulate a competitor making $1M/month by using AI-generated ads and a multi-step funnel (ad → pre-sell page → product page).](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1598.0)\n - [**Messaging:** Focus on \"hair thinning\" over \"hair loss\" for broader appeal and target white women (top customers) with a \"clean, vegan\" angle.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=582.0)\n\n## Topics\n\n### Market Research & Competitor Analysis\n\n - [Analysis of the Meta Ad Library revealed key market insights to inform strategy.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=230.0)\n - [**Messaging:** \"Hair thinning\" is more effective than \"hair loss,\" as it's less emotionally charged and targets a broader audience.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1422.0)\n - [**Audience:** White women are the top customer segment, driven by a preference for \"clean, vegan certified\" products.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=942.0)\n - [**Funnel:** Successful brands use a multi-step funnel to warm up leads before the product page, increasing conversion rates.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1229.0)\n - [**Competitor Strategy:** A direct competitor making $1M/month uses a high-volume strategy with over 1,000 active, AI-generated ads to dominate ad space.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1598.0)\n\n### Sayblee's Strategy & Funnel\n\n - [**Goal:** Emulate the competitor's successful funnel and content volume.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2030.0)\n - [**Funnel:** Ad → Custom Replo Landing Page → Product Page → Checkout.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2164.0)\n - [**Landing Page:** A custom Replo page is in development to improve the ad-to-site experience.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2164.0)\n - [**Key Feature:** A pre-checked \"Subscribe & Save\" option will increase customer lifetime value (LTV), enabling higher ad spend.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1083.0)\n - [**Creative:** The initial ad creative will be AI-generated to achieve the necessary volume for testing.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1681.0)\n - [**Hooks:** Use founder stories (\"They damaged my hair when I was 10\") to build trust and show expertise.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2319.0)\n - [**Product Imagery:** New images will be created to better communicate product value and benefits, as current photos are insufficient for ads.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2213.0)\n\n### Technical Blocker: Instagram Connection\n\n - [**Problem:** A technical issue is preventing the Instagram account from connecting to Facebook Business Manager.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2733.0)\n - [**Impact:** This is not a launch blocker, but it is a required step for a fully optimized campaign.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=3516.0)\n\n## Next Steps\n\n - [**Kendall:** Send a recap email with ad angles and competitor examples for Sayblee's review.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1613.0)\n - [**Kendall:** Schedule a follow-up meeting for Wednesday at 4 PM, including team member Raphael.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=3613.0)\n - [**Sayblee:** Review the recap email and provide feedback.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=1620.0)\n - [**Sayblee:** Continue troubleshooting the Instagram connection issue.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=3542.0)\n - [**Organic Marketing Team:** Finalize the Replo landing page and begin creating AI ad content.](https://fathom.video/share/By5obTtrx-LfzBpk36Ymo7sad8_BEoD7?tab=summary×tamp=2701.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Kendall + Kyle Touch Base
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review ad performance, identify winning angles, and strategize for Q4 growth.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=290.0)\n\n## Key Takeaways\n\n - [**Winning Angle:** A \"couple's anniversary\" ad hook delivered a 5.6x ROAS, validating a profitable path for new customer acquisition.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=912.0)\n - [**New Acquisition Strategy:** Shift ad focus from the low-ticket Discovery Set to high-AOV bundles (e.g., BOGO) to drive cash flow and liquidate inventory.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1387.0)\n - [**Q4 Offer Testing:** Rapidly test 3–5 aggressive offers (e.g., BOGO) over the next month to find a profitable \"evergreen\" offer for the holiday season.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1784.0)\n - [**TikTok Live Opportunity:** Explore founder-led TikTok Live for immediate cash flow, but prioritize Meta ads and a Discovery Set follow-up sequence first.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2195.0)\n\n## Topics\n\n### Ad Performance & Funnel Analysis\n\n - [**Labor Day Promo:** A last-minute sale validated strong product demand, achieving a record-low $66.92 CPA.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=307.0)\n - [**Insight:** Price is a barrier for some customers, but a high-AOV bundle sale can overcome this without devaluing the brand.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=351.0)\n - [**Current Performance:** Standard ads have a high CPA (\\~$150) and a low AOV (\\~$90).](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=410.0)\n - [**Funnel Breakdown:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=673.0)\n - [**Marketing (Top of Funnel):** Healthy. Ads attract the target 35+ audience at a reasonable \\~$90 CPM and generate strong click-throughs.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=755.0)\n - [**Conversion (Bottom of Funnel):** Weak. The issue is on the site, not with ad traffic quality.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=673.0)\n - [**Primary Culprit:** The low-ticket Discovery Set ($35–$39) is the top seller, but its conversion to a full bottle is poor (max 10%) due to a lack of a nurture sequence.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=684.0)\n - [**Secondary Culprit:** Product pages are descriptive, not conversion-optimized.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=710.0)\n\n### New Acquisition Strategy: Anniversary Angle & Bundles\n\n - [**Winning Signal:** A \"couple's anniversary\" ad hook delivered 3 sales at a 5.6x ROAS, validating a profitable angle for new customer acquisition.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=912.0)\n - [**New Offer Strategy:** Shift away from single-bottle discounts to aggressive bundles.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1661.0)\n - [**Rationale:** Protect brand value while rewarding higher-AOV purchases.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1695.0)\n - [**Example:** A \"Buy One, Get One Free\" offer is more premium than a 50% discount.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1695.0)\n - [**Initial Test Plan:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1018.0)\n - [Create new ads using the anniversary/couples angle.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1018.0)\n - [Split traffic between the Discovery Set page and the Gift Set collection page to compare AOV performance.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1094.0)\n\n### Q4 Holiday Offer Testing\n\n - [**Goal:** Find a profitable \"evergreen\" offer for the holiday season (Nov–Dec).](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1784.0)\n - [**Process:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1784.0)\n - [Over the next month, rapidly test 3–5 aggressive offers (e.g., BOGO, B2G1F) in short, 3-day sprints.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1784.0)\n - [**Rationale:** This establishes unit economics (CAC, AOV) for each offer, enabling a data-backed decision for the peak holiday season.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1784.0)\n - [**Outcome:** The chosen evergreen offer will be the foundation for all Q4 campaigns, creative, and email flows.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1933.0)\n\n### TikTok Live & Shop Opportunity\n\n - [**Opportunity:** Kyle's experience with Boardwalk Auctions on TikTok Live highlights a major cash flow opportunity for Ruth and Bo.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2125.0)\n - [**Proposed Strategy:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2508.0)\n - [**Founder-Led Lives:** Kyle to go live 5x/week for flash sales, leveraging founder storytelling.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2564.0)\n - [**Affiliate Program:** A budget for sending 50–100 Discovery Sets/month to creators is needed to build awareness beyond the brand's own channel.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2854.0)\n - [**Strategic Sequencing:** Meta ads and the Discovery Set follow-up sequence must be optimized first to generate the cash flow needed to fund a successful TikTok Shop launch.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2512.0)\n\n## Next Steps\n\n - [**Kyle:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=3136.0)\n - [Provide a COGS spreadsheet for all SKUs by EOD.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=550.0)\n - [Review and approve new ad creatives in Commerce by tomorrow.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=3064.0)\n - [Add Kendall to Klaviyo to build the Discovery Set follow-up sequence.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1332.0)\n - [Ship a Discovery Set to Rafael by tomorrow.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=3146.0)\n - [**Rafael:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=3064.0)\n - [Use COGS data to model profitable bundle offers.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=550.0)\n - [Prepare a brief for new anniversary-themed creatives.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=3064.0)\n - [Launch the initial test, splitting traffic between the Discovery Set and Gift Set pages.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=1094.0)\n - [**Kendall:**](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2640.0)\n - [Schedule a 30-min TikTok Shop strategy session for Tuesday, potentially including affiliate expert Justin.](https://fathom.video/share/pAHm3VFrtzTa4KHjPZwUHXUnYyczyQ69?tab=summary×tamp=2718.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Kommerce updates w/Kendall
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review Kommerce updates and align on next steps.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=334.0)\n\n## Key Takeaways\n\n - [**Ad Creation Blocked:** A Meta API error, likely from a recent platform change to a unified agency-level token, prevents publishing ads. Aayush will report this to Som for resolution.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=133.0)\n - [**Workflow Automation:** The new \"Briefs\" tab will automate the creative process by connecting media buyers and creators, eliminating manual approvals and delays.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=241.0)\n - [**Marketing Video:** A 45-second marketing video is planned for a 1–1.5 week timeline. Kendall will provide the core narrative, and Aayush will draft the script and produce the video.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=353.0)\n\n## Topics\n\n### Ad Creation & Publishing\n\n - [**New Feature:** The ad creation flow now allows selecting copy from existing, high-performing ads to leverage proven assets.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=40.0)\n - [**Blocker:** Publishing is blocked by a Meta API error.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=133.0)\n - [**Cause:** The system is likely failing to connect images because the Meta token system has changed to a unified agency-level model.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=133.0)\n - [**Impact:** This prevents ad publication and needs to be resolved before the new workflow can be fully tested.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=133.0)\n\n### Workflow Automation: Briefs Tab\n\n - [**Goal:** Connect the media buying and creative production processes to eliminate manual approvals and delays.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=241.0)\n - [**Mechanism:** A new \"Briefs\" tab in the Media Buying section will replace the old \"Studio\" flow.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=241.0)\n - [**Functionality:** A dashboard will display campaign indicators (e.g., performance) → Media buyers will use a Claude-like chat to generate and save briefs.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=262.0)\n - [**Integration:** Approved briefs will automatically populate the \"Worth Testing Next\" section in Creative Production, giving creators a clear, pre-approved mandate.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=291.0)\n\n### Marketing Video Production\n\n - [**Plan:** A 45-second marketing video will be produced to showcase the platform.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=353.0)\n - [**Timeline:** 1–1.5 weeks, contingent on script finalization.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=353.0)\n - [**Process:**](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=353.0)\n - [**Kendall:** Provide the core marketing narrative (the story the video will tell).](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=407.0)\n - [**Aayush:** Draft the script based on the narrative → Produce the video in After Effects.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=407.0)\n\n## Next Steps\n\n - [**Aayush:**](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=235.0)\n - [Report the Meta API error to Som for resolution.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=235.0)\n - [Implement the \"Briefs\" tab by EOD today or tomorrow morning.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=334.0)\n - [Update Rishi on the payment status.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=461.0)\n - [**Kendall:**](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=461.0)\n - [Provide the marketing narrative for the video.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=407.0)\n - [Update Aayush on payment status today.](https://fathom.video/share/i9PxkQJkW25BSHpdgKmjeyZ-mLbddhkk?tab=summary×tamp=461.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
GOP Cast Touch In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review a proposal to grow GOPcast's audience and social media presence.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=260.0)\n\n## Key Takeaways\n\n - [**Proposed Pilot:** A $7,500 one-month pilot to grow GOPcast's audience. The budget is split: $5k for performance-based clipping and $2.5k for owned media strategy and paid ads.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=336.0)\n - [**New North Star Metric:** The primary success metric will shift from website traffic to email signups. This provides a measurable KPI for the pilot and builds a valuable, owned audience asset.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1777.0)\n - [**Strategic Focus:** The clipping program will drive traffic to GOPcast's social media, which will be transformed into a media property (modeled on @conservative) to maximize conversion of new visitors.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=416.0)\n - [**Immediate Action:** Jon and Annabella will launch an email signup pop-up on GOPcast.com by Monday to enable tracking for the new KPI.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1388.0)\n\n## Topics\n\n### The Challenge: Unfocused Social Media\n\n - [GOPcast's current social media is a simple clipping page lacking a clear strategy.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=840.0)\n - [**Goal:** Transform the Instagram/Facebook presence into a media property with original content (e.g., show launches, memes) to maximize conversion of new visitors.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=416.0)\n - [**Rationale:** A strong, active social presence is essential to capitalize on traffic from viral clips.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=498.0)\n\n### The Solution: A $7,500 Pilot Program\n\n - [A one-month pilot program with a $7,500 total budget.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=336.0)\n - [**Budget Breakdown:**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=336.0)\n - [**$5,000 → Performance-Based Clipping**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=339.0)\n - [A network of 30,000 clippers will create short-form videos from GOPcast podcasts.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=339.0)\n - [**Payment Model:** Clippers are paid on a CPM (cost per mille/1,000 views) basis.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=361.0)\n - [**Performance-Driven:** Clippers are only paid for real, verified views. Kendall's team reviews all clips before payment.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=625.0)\n - [**Goal:** Drive traffic to GOPcast's social media accounts.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=389.0)\n - [**$2,500 → Owned Media & Paid Distribution**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=709.0)\n - [**Owned Media:** Strategy and content creation for GOPcast's social channels (IG, FB, X).](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=416.0)\n - [**Paid Distribution:** A small budget for Meta ads (FB/IG) to drive traffic directly to the GOPcast website.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=519.0)\n\n### The Pivot: Email Signups as the North Star Metric\n\n - [**Problem:** Tracking success via website traffic is difficult because GOPcast has no user login or signup feature.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=523.0)\n - [**Solution:** Shift the primary KPI to email signups.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1777.0)\n - [**Rationale:**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1777.0)\n - [Provides a clear, measurable metric for the pilot's success.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1821.0)\n - [Builds a valuable, owned audience asset (an email list) that is independent of social media algorithms.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1777.0)\n - [Creates a new value proposition for attracting podcast hosts to the platform.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1783.0)\n\n### Pilot Execution Plan\n\n - [**Week 1:**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=979.0)\n - [Kendall's team creates a clipping brief and an owned media content calendar for GOPcast's approval.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=979.0)\n - [Batch-create and schedule 5–10 initial posts for the GOPcast social accounts.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1047.0)\n - [**Weeks 2–3:**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1076.0)\n - [Clippers begin posting content.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1057.0)\n - [**Budget Pacing:** The $5k clipping budget can be spent quickly (e.g., 48 hours) or over the full month, depending on content performance.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1076.0)\n - [**Week 3:**](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1098.0)\n - [Launch small-scale Meta ad tests using high-performing owned media content.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1102.0)\n\n## Next Steps\n\n - [**Jon & Annabella:** Launch an email signup pop-up on GOPcast.com by Monday.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1388.0)\n - [**Mark:** Discuss the proposal internally with the team (Jon, Annabella, Michael) and provide a decision to Kendall soon.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1880.0)\n - [**Kendall:** Conduct a full review of the GOPcast website and provide feedback.](https://fathom.video/share/8zTjG4zHDz-bCT7RkH_1xGbStmuRCPxD?tab=summary×tamp=1840.0)\n","template_name":"Enhanced"}}
meeting_summary · integration_verified · 100%
Super Naturals Health Weekly Check In
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Review marketing performance and strategize on TikTok affiliate growth.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=155.0)\n\n## Key Takeaways\n\n - [**TikTok Affiliate Strategy:** A TikTok account restriction blocking creator outreach will be lifted by generating $2,000 in total sales (not just affiliate sales). The team will use its own network to find creators and self-fund the initial purchases.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=155.0)\n - [**Creative Production:** A new template system enables rapid scaling of approved creative (10 → 40–50 variants) to maintain a consistent ROAS and prevent performance drops.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=974.0)\n - [**Email Performance:** Email revenue is up 43% MoM. A new campaign angle (ID Solution ingredients) generated $400, proving its effectiveness and prompting replication.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=40.0)\n - [**Growth Goal:** The immediate goal is to reach $10k–$12k in monthly revenue, making the marketing investment self-funding.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=1083.0)\n\n## Topics\n\n### TikTok Affiliate Strategy\n\n - [**Problem:** The TikTok account is restricted, blocking creator outreach.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=155.0)\n - [**Solution:** Generate $2,000 in total sales (GMV) to lift the restriction.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=715.0)\n - [**Rationale:** This unlocks full creator messaging capabilities, as the restriction is tied to total sales volume, not affiliate-specific revenue.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=715.0)\n - [**Execution Plan:**](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=261.0)\n - [**Phase 1 (Unlock Outreach):** Organic Marketing will find 2–3 creators from its network and self-fund the first purchase from their posts to meet the initial sales requirement.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=427.0)\n - [**Phase 2 (Hit GMV Goal):** Organic Marketing will find \\~10 creators at \\~$100/post and use self-funded purchases to reach the $2,000 GMV goal.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=261.0)\n - [**Process:** Organic Marketing will send collaborator requests via TikTok Seller Center to formalize affiliate partnerships.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=448.0)\n\n### Creative & Ad Performance\n\n - [**New Creative System:** A new template system allows for rapid scaling of approved creative (10 → 40–50 variants) by changing text.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=974.0)\n - [**Rationale:** This maintains a consistent ROAS and prevents performance drops.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=974.0)\n - [**Product Page:** The new product page is now fully live after a split test showed it performs better (1.3 ROAS) than the old version.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=1039.0)\n - [**Google Ads:** Relaunched after removing non-compliant ads (e.g., \"IB Solution\").](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=1153.0)\n\n### Email Marketing\n\n - [**Performance:** Email revenue is up 43% MoM.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=1080.0)\n - [**Top Angle:** A campaign on ID Solution ingredients generated $400, proving its effectiveness.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=40.0)\n - [**Deliverability:** 99% for the engaged audience segment.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=108.0)\n - [**Cadence:** Two emails per week, targeting Thursdays and Sundays.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=1112.0)\n - [**Upcoming Campaigns:** Routines, daily bottles, starter kits, and a replenishment campaign for lapsed customers.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=74.0)\n\n## Next Steps\n\n - [**Organic Marketing:**](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=27.0)\n - [Share remaining September emails with Lindsay.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=27.0)\n - [Send creator addresses to Lindsay for UGC samples.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=143.0)\n - [Find 2–3 creators and self-fund initial purchases to unlock TikTok outreach.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=427.0)\n - [Send collaborator requests to formalize TikTok affiliate partnerships.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=448.0)\n - [Share new creative batches early next week.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=1095.0)\n - [**Lindsay:**](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=143.0)\n - [Ship UGC samples to the two new creators.](https://fathom.video/share/GYMpsMssvgqZRY7zM3K5pp9ut3qZWn7g?tab=summary×tamp=143.0)\n","template_name":"Enhanced"}}
{"summary":{"markdown_formatted":"## Meeting Purpose\n\n[Reschedule the Keychain Implementation meeting.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n\n## Key Takeaways\n\n - [The meeting was canceled by CEO Tom due to an urgent plant test.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n - [It is rescheduled for next Wednesday; Oscar is aware.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n - [The meeting was unproductive, as the only participant (Ops Guy) was unprepared and could not reach the key stakeholders (Bob, Tom).](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=137.0)\n\n## Topics\n\n### Meeting Cancellation & Reschedule\n\n - [The meeting was canceled by CEO Tom via text to the Ops Guy.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n - [**Reason:** An urgent plant test required Tom's presence.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n - [**Rescheduled for:** Next Wednesday.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n - [**Coordination:** Oscar is aware of the new time.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n\n### Unproductive Start\n\n - [The meeting began with only two participants: Kendall Shaw (organicmarketing.com) and an Ops Guy from the client.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=109.0)\n - [The Ops Guy was unprepared, stating he had no prior knowledge of the meeting's purpose.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=137.0)\n - [Attempts to reach key stakeholders (Bob, Tom) were unsuccessful, leading directly to the cancellation.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=356.0)\n\n## Next Steps\n\n - [**All Participants:** Attend the Keychain Implementation meeting next Wednesday.](https://fathom.video/share/RasdyMZ4Q7Pgs8xgS2Wzpe5c-CvbzGZz?tab=summary×tamp=566.0)\n","template_name":"Enhanced"}}