Date: 2026-09-21, 3:00 PM EDT Granola: 20bffc44-b296-475d-9507-bb4cf4d771d5
Attendees
- Michael Houck (Rye Valley)
- Blake Stewart (Megaphone AM lead)
- Blake Emal (Megaphone)
Summary
Weekly Megaphone team sync covering the Boost VC prospect call (immediately prior), three client churns (Pierce, Brentan, Rafi), a live demo of the new client onboarding intake flow Michael built over the weekend, funnel analysis research doc review, and client status updates. The new intake system handles payments, PandaDoc, kickoff scheduling, and login collection in one flow, with adaptive AI interview and an internal dashboard showing strategy, facts with sources, and recommended kickoff questions.
Decisions
- Pierce Freeman and Brentan Alexander confirmed churned. Rafi (Fasset) also effectively churned. See decision file.
- New client onboarding intake flow goes live. Being tested first on Michael’s own account; Adam Gillman’s kickoff will be first full client run.
- Will Hinman: Blake to create short-form X content upfront without waiting for long-form approval. Blake will ask Will for blanket approval on short-form during their meeting today.
- Keycard backlog (~100+ items) flagged as critical. Michael to nudge Isaac again; ~2 months left on contract.
- Heavenly Health newsletter: every-other-week cadence confirmed. 3 newsletters already queued, Blake should hold off drafting another for ~1 month.
- Adam Gillman kickoff call structure: 5 min intros, ~20 min each for Blake and Tatum, 10 min Q&A and funnel walkthrough.
- Brentan postmortem: Michael to handle on return from travel (out Friday and Monday).
Action Items
- Blake Stewart: Review funnel analysis doc and leave comments async or suggest a call later this week.
- Blake Stewart: Ask Will for blanket approval on short-form content after long-form review during today’s meeting.
- Blake Stewart: Run through Megaphone onboarding intake flow to flag bugs and generate content for Megaphone’s own presence.
- Michael: Nudge Isaac at Keycard again (no response to last message).
- Michael: Send Brentan postmortem on return from travel.
- Michael: Share any special Adam Gillman context with the team before kickoff call.
Notable Excerpts
“It would be an easy one, Blake. Like it wouldn’t take a ton of time because they have a ton of content out there and the individual partners are all posting stuff and they’re adding a new company every week.” (Michael, on Boost VC)
“Basically, you sign in and this can show up natively as Megaphone, Jolt, or whatever… Payments are handled in here, PandaDoc agreement is handled in here, kickoff call will be handled in here, and they give us their logins directly in here as well.” (Michael, on new onboarding flow)
“Some of my instincts around how to set up our price points in our funnel were sort of outdated… I did a bunch of research… some recommendations came out.” (Michael, on funnel analysis doc)
Full transcript available in Granola.