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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 2/18/2026 5:43 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 12702
Template/Type: Brandon Time
Title/Caption: Meeting with Dennis
Start Date/Time: 2/23/2026 12:00 pm
End Date/Time: 2/23/2026 1:00 pm
Main Status: Active

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Notes:

Phone call with a business consultant out of California. We chatted for about half an hour. He just wanted to get some information about me and our business. After the meeting, I sent him a text with some info, contact stuff, and a small elevator pitch of what we do. It was similar to the other elevator pitches that I have made but I reversed the order and added a little bit to it. Here is what I wrote him:

We offer all kinds of operational business tools. We also help companies with the accounting side of the puzzle, if they choose. We are web-based and do all kinds of services that support our platform. Our clients can get started using our system within 24 hours. If they need changes or custom solutions, we can do that as well. Very diverse.

Here are my other notes from our conversation.

- Get your go to market strategy setup up first.

- Figure out your 30-day execution plan or playbook.

- Make sure that your packaging is ready to go (the business plan and/or pitch deck - for whomever the audience is)

- Do some simple process mapping. Where do things start, where does it go from there, where will it end up? That is kinda like a roadmap for your clients to know what to expect and/or plan for.

- Look at what needs to be automated and how can you gain from efficiency changes?

- What role does AI play in your rollout? Look for ways to help with creating improvements.