Portfolio/Emergent (branded content studio / agency)Monday, June 29 at 8:09 AM EST
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Brand· started ~2026-06-0

Emergent (branded content studio / agency)—

Last touched 2w ago
North starMake the lean team scale without breaking: get hours back per person per week (reporting, trackers, deck building), then biz-dev automation with clear ROI. Land-and-expand into Todd/TK's other companies.
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Timeline

2 events · newest first
Jun 2026
Jun 10CALL
ARK Partners x Emergent — Account Management deep dive

Second call. Attendees: Todd, TK, Jen, Jordan (AM lead), Cindy (new AM), Charles (head of tech, Golden State — observer) + Ricki & Joshua. Walked through account-management workflows: Jordan's manual Jeep weekly site-served reporting (paid + organic data → Google Sheet → client Excel), end-of-campaign mega-decks, campaign trackers, Cindy's road tracker, RFP fire drills ("20 people with spears"), post-production repurposing (root content → ~50 formats), biz dev (3 people doing job of 10). Charles flagged: no AI contractual language with clients yet; team is using personal Claude/ChatGPT with client data. Verbal agreement on structure: Phase 1 = foundational package (team Claude account, Granola, company brain, training) + per-person workflow audits; Phase 2 = deeper builds by bucket (biz dev / production / account mgmt). Todd wants fixed-bid fixed-scope, MNDA signed ASAP, and a parallel smaller-group convo on long-term structure. Possible expansion into Golden State + other portfolio companies. Decided: ARK sends phase-1 scope same-day; Emergent sends MNDA; Jordan emails blinded Jeep report examples; they share RFPs (incl. lost ones) via Box folder. Artifact: notes/2026-06-10-account-management-call.md

Jun 3CALL
First intro call (Todd + TK + Joshua + Ricki)

Investor intro. Broad discussion of AI for Emergent — account management not yet discussed (came later from Todd). Context per 6/10 call recap.