Portfolio/Jason Segal — GLS (?)Wednesday, April 29 at 9:01 PM EST
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Cy
JS
Engagement· started 2026-04-10· $1.5k/mo

Jason Segal — GLS (?)PAYING

Jason Segal <jasonleesegal@gmail.com> · Last touched 1d ago
Review 2 actions
North starConvert from 3-month trial to ongoing paid engagement. But FIRST: figure out what we're delivering and whether it's actually delivering.
Status
active paying
Pending actions
2
review below
Analyses shipped
0
Last touched
1d ago
Current snapshot
Paying $1.5K/mo for 'Cynthia AI Agent — GLS (3-Month Trial)' since 2026-04-10. CRITICAL: no documented context on what 'GLS' is or what we're building. 19 days in / ~71 days remaining.
Top of mind
2 pending
research01Find original engagement scope
JS-WK17-01
Expected
locate proposal / email / call notes / Slack thread defining what "Cynthia AI Agent — GLS" is
Cost
15 min digging Gmail + Slack + Drive
Severity
high
  • channel: research
  • expected: locate proposal / email / call notes / Slack thread defining what "Cynthia AI Agent — GLS" is
  • cost: 15 min digging Gmail + Slack + Drive
  • severity: high
  • reason: System has zero records. The scope MUST exist somewhere outside our file system (likely Gmail or Slack). Without it, the check-in below is awkward and risks signaling we forgot.
chat / email02Trial check-in with Jason
JS-WK17-02
Expected
confirmation of scope + scheduled recurring cadence + clear success criteria for trial conversion
Cost
15 min draft + send (after JS-WK17-01)
Severity
high
  • channel: chat / email
  • expected: confirmation of scope + scheduled recurring cadence + clear success criteria for trial conversion
  • cost: 15 min draft + send (after JS-WK17-01)
  • severity: high
  • reason: 19 days into a 3-month trial with no documented contact since. Trial ends ~2026-07-10 — we need a defined cadence NOW to give the trial a fair shot at conversion.
Analyses
No analyses yet. Drop markdown into vault/clients/jason-segal/analyses/.
Recent activity
2026-04-29
2026-04-29
### [research] Stripe sync surfaced engagement context Stripe shows: $1,500/mo "Cynthia AI Agent — GLS (3-Month Trial)" since 2026-04-10. 19 days in. No documented engagement scope anywhere in our file system — searched vault, recordings, s…
2026-04-10
2026-04-10
### [milestone] Subscription started Jason Segal subscribed to "Cynthia AI Agent — GLS (3-Month Trial)" at $1,500/mo via Stripe. Customer: `cus_UJRhWHnorZKa1W`. Sub: `sub_1TKoo42NA7XBeALjq92YPovU`. Trial ends ~2026-07-10.
Vault README

Jason Segal — GLS (?)

Status: active-paying — $1.5K/mo, 3-month trial Stripe product: Cynthia AI Agent — GLS (3-Month Trial) Decision maker: Jason Segal jasonleesegal@gmail.com Stripe customer: cus_UJRhWHnorZKa1W Started: 2026-04-10 Trial ends: ~2026-07-10

Profile

EMERGENCY: ZERO DOCUMENTED CONTEXT. Stripe shows Jason paying $1.5K/mo since 2026-04-10 for a "Cynthia AI Agent — GLS (3-Month Trial)." That's the only data point in the entire system. No call recordings, no email threads in our archive, no Slack mentions, no proposals. "GLS" doesn't appear anywhere except this one Stripe product name.

The risk: we're 19 days into a 3-month trial with no documented deliverable, no defined success criteria, and no scheduled check-ins. Trial ends ~2026-07-10. If we don't reconnect now we'll either (a) churn at trial end without converting, or (b) deliver something Jason didn't expect and lose the relationship.

What we're doing for them

TBD — backfill from Jason directly. Hypotheses based on product name:

  • "Cynthia AI Agent" suggests the standard agent platform (chat, voice, ops automation)
  • "GLS" is likely his company / project initials — verify with Jason
  • 3-month trial structure suggests a defined success criterion was set somewhere

North star for this engagement

Convert from 3-month trial to ongoing paid engagement. But FIRST: figure out what we're delivering and whether it's actually delivering.

Context links

Open threads

  • CRITICAL: Confirm what GLS stands for, what we're building, what success looks like
  • Where does the original engagement scope live (email, Slack, Notion, somewhere)?
  • Schedule a recurring check-in cadence for the trial period