Finalize the contract and salary caculation
matchedMon, Dec 8, 2025, 8:30 PM • —
Client
BrandRap
Participants
0 attendees
Action Items
17
15 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[-]NEUTRALThe discussion was primarily internal and operational (compensation, cash flow, product readiness). While there is optimism around new revenue and partnerships, the presence of cash constraints, outstanding invoices, and technical delays balances the tone.
Meeting Quality
Relationship Status
stableExecutive Summary
The team aligned on a revised executive compensation and profit-sharing framework (50/50 profit split with a $15k base salary starting Jan 20, 2026 and a $5k salary floor) and discussed steps to stabilize cash flow using QuickBooks, collections, and credit/LOC options. They also reviewed near-term growth levers (new clients, pruning underperformers, upsells/referrals) and operational priorities including the Whoosh MVP launch and technical fixes to onboarding communications.
Key Topics Discussed
Decisions Made
- ✓Adopt a 50/50 profit-sharing model for executive compensation.
- ✓Set executive base salary at $15,000 starting January 20, 2026, with a $5,000 salary floor.
- ✓Use QuickBooks (QBO) as the system of record for cash flow tracking and cash management.
- ✓Proceed with exploring a line of credit / QBO credit card (or similar) to smooth subscription payments with monthly repayments to avoid interest.
- ✓Deliver the Whoosh MVP by month-end and prioritize fixes to SMS/email notification reliability (Twilio/Helio).
- ✓Remove/prune underperforming clients to reduce costs by approximately $3,500/month while focusing on higher-quality revenue sources (e.g., Res Core at ~$2,000/month).
- ✓Provide contractor bonuses ($100 per contractor) for Philippines and Pakistan teams as a cultural practice.
Follow-up Items
- →Update executive contracts to reflect the new salary + bonus/profit split structure and circulate for signatures.
- →Follow up on acquiring a company credit card for expense management starting 2026.
- →Set up a line of credit (QBO credit card or equivalent) and define a monthly repayment plan to avoid interest.
- →Schedule a pre–January 20 meeting to review December financials and finalize profit-sharing calculations.
- →Track cash flow in QBO and drive collections with partners Alex and Tony to reduce the ~$19k outstanding invoice balance.
- →Coordinate with Sam and Han on presentation preparation and confirm campus system readiness for the upcoming launch.
- →Oversee distribution of contractor bonuses ($100 per contractor) for PH and Pakistan teams.
- →Prepare concise proposal documents and supporting links for the Woodland Hills medical spa pitch and hybrid investment model for review before next meeting.
- →Provide PMP and CPR report insights for marketing presentations at upcoming client meetings.
- →Assist with technical and marketing documentation for medical spa proposals.
- →Resolve slow email submission issue in the onboarding system and improve email/text notification reliability via Twilio or Helio.
- →Create a separate code branch for Call Coach feature development to prevent conflicts.
- →Verify domain and Cloudflare DNS settings, monitor for unauthorized changes, and maintain control of production environment.
- →Provide rapid troubleshooting/support for client demos and onboarding systems ahead of meetings.
- →Monitor and report PPC/marketing performance (especially medical spa vertical) and proactively flag cancellations or client issues.
- →Prepare data reports needed for client meetings.
- →Lead communication and negotiation with ECM and Woodland Hills medical spa owners to advance the hybrid investment discussion and secure partnership.
Open Questions
- ?What is the exact definition of 'profit' for the 50/50 split (e.g., treatment of owner comp, contractor costs, software subscriptions, taxes, one-time expenses)?
- ?How will profit-sharing be calculated and paid (monthly vs quarterly), and what reporting package will be used to validate the numbers?
- ?Which credit card/LOC product will be selected (QBO card vs alternative), what limits are required, and who will be the authorized users?
- ?What is the final plan/timeline to reduce the $80k–$88k expense level, and which line items are targeted first?
- ?Which specific underperforming clients will be removed, by when, and what is the churn-risk mitigation plan?
- ?Who is the final owner of the Whoosh MVP launch checklist and acceptance criteria for 'delivered' by month-end?
- ?Twilio vs Helio: which provider will be chosen, what are the costs, and what deliverability/monitoring metrics will be tracked?
- ?What are the next-step milestones for the medical spa hybrid investment model (term structure, responsibilities, expected ROI, and legal requirements)?
AI Recommendations
- ★Clear decisions were made on compensation structure, tooling (QBO), and near-term operational priorities, with a robust list of actionable follow-ups. Effectiveness is reduced slightly by several unresolved details (profit definition, LOC selection, launch acceptance criteria) that will require clarification to prevent execution drift.
Analysis generated: Dec 15, 2025, 11:43 AM
Action Items
Follow up on credit card acquisition for managing company expenses starting 2026
Create separate code branch for Call Coach features development to avoid conflicts (01:46:48)
Resolve slow email submission issue in onboarding system; optimize email and texting communication channels using Twilio or Helio to ensure reliable client notifications (01:43:46)
Oversee contractor bonuses distribution for Philippines and Pakistan teams ($100 per contractor) as cultural practice (01:44:53)
Assist with preparation of data reports for client meetings (01:07:04)
Verify domain and Cloudflare DNS settings, monitor for unauthorized changes, and maintain control over production environment (01:48:11)
Provide PMP and CPR report insights for marketing presentations at upcoming client meetings (01:07:44)
Assist in prepping technical and marketing documentation for medical spa proposals (01:20:28)
Coordinate with Sam and Han for presentation prep and ensure campus system readiness for upcoming launch (01:54:42)
Update executive contracts with new salary and bonus structure based on 50/50 profit split and $15k base salary cap, then circulate for signatures
Schedule pre-January 20 meeting to assess December's financials and finalize profit-sharing calculations
Set up line of credit with QBO credit card or similar to smooth subscription payments; plan monthly repayments to avoid interest
Provide quick troubleshooting and support for client meeting demos and onboarding systems (01:54:35)
Manage cash flow tracking and collections follow-up with partners Alex and Tony to reduce outstanding $19k balance
Monitor and report on PPC and marketing effectiveness with clients, especially medical spa vertical, and inform team of cancellations or client issues
Completed (2)
Prepare concise proposal documents and links for Woodland Hills medical spa pitch and hybrid investment model for review before next meeting (01:34:16)
Lead communication and negotiation with ECM and Woodland Hills medical spa owners to advance hybrid investment discussion and secure partnership (01:06:00)