Emergent (branded content studio / agency)

Status: proposal-pending (verbal alignment on phase 1, scope doc owed by us) Stage: discovery — second call done 2026-06-10, awaiting our phase-1 scope + their MNDA Decision makers: Todd + TK (intro'd via an investor; also principals at "near and dear" and the Golden State company). Jen = emergent leadership. Day-to-day: Jordan (account management lead), Cindy (new AM, dedicated to one account). Charles = head of technology at Golden State (observer, asks security/contract questions). MRR / deal size: TBD — Todd wants fixed-bid, fixed-scope phase 1; parallel conversation about future structure (Todd/TK have service-business battle scars, open to ongoing partnership across their other companies) Started: ~2026-06-03 (first call with Todd + TK, Joshua + Ricki) Last touched: 2026-06-10

Profile

Emergent is a branded content studio/agency: creates and distributes high-touch custom content for clients (Jeep, Visit Florida = biggest client) using creators, plus owns its own brands. Small, lean team punching above its weight — ~3-4 people each in biz dev and production. Tools today: spreadsheets, Box, Asana, Teamwork, Salesforce, Google Sheets/Excel, manual everything. Came via an investor intro; Todd/TK already rolled out foundational AI at near-and-dear and see emergent as the next one (with their other companies as expansion).

What we're doing for them

• Phase 1 (to scope): foundational "first base" package — company Claude Enterprise/Team account (data not training models), Google Drive connected, Granola call recording, company brain / vault wiki ingesting every call + client + vendor; training the team on fundamentals
• Phase 1b: 1-hr individual workflow audits with each team member → identify automation candidates per person
• Phase 2 (future buckets, deeper builds): biz dev (ICP, LinkedIn/email automation, RFP deck building — "100 lost RFPs vs 25 won" analysis), production (pre/post-production, root content → 50 deliverables repurposing), account management (Jordan's Jeep weekly site-served reporting pipeline, campaign trackers, end-of-campaign mega-deck highlight extraction)

North star for this engagement

Make 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.

Pain points heard (2026-06-10 call)

• Jordan's Jeep weekly reporting: site-served, by-day-by-placement; manual copy-paste across paid media export → Google Sheet → client Excel template; she already built a Claude skill for blank-row creation on her personal account
• End-of-campaign mega-deck: pulling highlights from paid/organic/brand-lift/editorial reports into a templated deck
• Campaign trackers: per-placement, per-partner, cross-platform (IG/FB/TikTok), built manually
• Road tracker (Cindy): internal task assignment + client asset feedback loop — flagged for automation
• RFP response: "20 people with spears taking down a mastodon" — grinds the org to a halt; want 8-people-8-days → 2-people-2-days
• Biz dev: 3 people doing the job of 10; old email automation attempt failed (Charles knows)
• Post-production: root content bucket → ~50 ad sizes/formats, all manual
• Everything is custom — they're skeptical of one-size-fits-all automation; emphasize human-in-the-loop QC

Security / legal context

• No AI contractual language with clients yet (Charles flagged; near-and-dear already codified a POV — reuse it)
• Visit Florida: state contract, won't run TikTok (Chinese ownership), signed agreements/DEI sensitivities — AI usage discussion likely
• Team currently uses personal/free Claude + ChatGPT with proprietary client data — urgency for team/enterprise account
• They want MNDA in place ASAP (their boilerplate, Todd/Jen sending)

Context links

• Vault root: ~/vault/clients/emergent/
• Notes: notes/2026-06-10-account-management-call.md (full transcript)

Open threads

• WE OWE: phase 1 scope + pricing (fixed bid) to Todd + Jen — promised "today" on 6/10 call
• THEY OWE: MNDA (boilerplate) to sign; Jordan emailing example Jeep report outputs (client-blinded); RFPs incl. lost ones; shared Box folder with relevant docs
• Parallel track: smaller-group call (Todd + Jen + TK + us) on future engagement structure
• Golden State / other-companies expansion opportunity (Charles in the loop)

How they like to communicate

Email scope docs to Todd + Jen. Todd is direct, wants fixed-bid/fixed-scope, clear start and end ("we sign a piece of paper and go"). Jordan is hands-on and AI-curious (already vibe-coding skills). Move fast — they said ASAP repeatedly.