Online meeting with Fred and Yimin. They gave me a small rundown of what they would like to do. They are proposing a 90-day growth advisory type relationship. We haven't decided on this yet, but they are going to send me over some information. Towards the end, they were asking me some financial numbers, and I asked if I could just show them. I jumped into adilas and navigated around a bit. That was kinda fun. Hopefully I wasn't showing off too much (click, click, flip, flip, drill-down, new tab, click, click, etc.). I had fun. Here are some of my notes from the meeting.

- Fred did most of the talking on this meeting.

- They would like to look at options for doing a growth advisory type relationship. We talked about what that would look like.

- They were talking about delusion based on the valuation of the company. How things get spread out.

- They try to send their pitches out to 3 different tiers - people who they know and/or pitch to. Each is at a different level... friends and family, semi acquainted to, and more strict business entities and funding parties. Most of those parties and/or people are one and done. If you pitch something, that is your chance. They don't let you keep refining your plans.

- We talked about key employees, key roles, and having too many clients from a single industry. Those are all possible risks and/or potential problems. Basically, warning signs.

- Investors want to see a growth engine - running on full steam.

- Looking at what we could do in 90-days - growing a sales team - viable leadership team - and increasing the inbound pipeline.

- We talked about a couple of pillars - 1. Organization - talent assessment, score cards, and weekly meetings. 2. Sales funnel - play books, compensation, marketing, etc. 3. Operational - SOP's, packaged offerings, KPI's (key performance indicators), and financial reporting.