jerome
3d344816cf
- SOW v2.0 PDF (client scope document) - Meeting prep for July 4 Kay alignment - M01 BI dashboard architecture spec - API data source research (QBO, Plaid, SpotOn) - Project README with structure overview
141 lines
6.0 KiB
Markdown
141 lines
6.0 KiB
Markdown
# Kay Meeting Prep — Spice N'Vybe Alignment
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**Date:** July 4, 2026
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**Purpose:** Align on scope, priorities, and data access — not a sales pitch
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**Reference:** SNV_AI_Scope_of_Work_v2.pdf (client's signed SOW)
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---
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## 🎯 Meeting Approach
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**Tone: Discovery + Alignment, not a demo or sales pitch.**
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We've reviewed their SOW in full. We didn't build it, so we're not showing them a dashboard they haven't seen yet. Instead, we're figuring out what they actually need so we can start building what matters.
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> *"Kay, we've reviewed your SOW in detail. A few things we want to nail down so we can start building immediately."*
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---
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## ❓ Key Questions for Kay (in Priority Order)
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### 1. What's the ONE thing you need working first?
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The SOW sequences the Dashboard (M01) last in Weeks 11-14, after everything else. Is that still your priority order, or has that changed?
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**Probe options if he's unsure:**
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- Dashboard with real financial data?
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- Chatbot for the Cloud Kitchen team to look up SOPs/menus?
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- Training system you mentioned already has a foundation?
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- CRE listings coming in automatically?
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**Our recommendation (if he asks):**
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> *"The fastest path to value is getting the Dashboard live with just one data source — SpotOn sales data. That gives you real numbers in 2-3 weeks. We layer on Plaid, QBO, and everything else after."*
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### 2. MarginEdge — do you use it?
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It's referenced in M01, M02, and M03. If they use it, we need API access to scope integration. If they don't, we drop it.
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### 3. Gmail + Google Calendar in the Dashboard — critical or nice-to-have?
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The SOW mentions unanswered email queue and a calendar widget. Find out: is this MVP, v1.1, or not pressing?
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### 4. Existing Training System — what's there?
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SOW says M06 *"extends the existing kitchen training system already in operation"*. We need to see what they have before we scope.
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### 5. CRE Scraper — how do you want to handle it?
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Loopnet/Crexi scraping is legally grey. Do they accept a browser-automation approach, or do they prefer a paid data feed?
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---
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## 🔑 Critical Unlocks (Need These to Start)
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| # | Item | Who's responsible | Status ⬜ |
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| 1 | **SpotOn API keys** — Oakland Park + Ft. Lauderdale | Kay | ⬜ |
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| 2 | **QBO OAuth access** — realm ID, Intuit dev account | Kay | ⬜ |
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| 3 | **Plaid credentials** — client_id + secret, or Link flow | Kay | ⬜ |
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| 4 | MarginEdge — yes/no? If yes, account access | Kay | ⬜ |
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| 5 | Gmail API — needed for M01? | Kay | ⬜ |
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| 6 | Google Calendar API — needed for M01? | Kay | ⬜ |
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| 7 | M06 existing training system — can we see it? | Kay | ⬜ |
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> **Pitch if hesitating:** *"The single biggest unlock is data access. If we can get SpotOn, QBO, and Plaid credentials this week, we can have a live prototype running in 2-3 weeks."*
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---
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## 🗺️ Our Real Delivery Priority (Not the SOW's Sequence)
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| Phase | What | Why |
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|---|---|---|
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| **Week 1** | Get API keys | Everything blocks on this |
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| **Weeks 2-4** | M01 core dashboard (SpotOn sales first) | Fastest visible win — real numbers |
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| **Weeks 4-6** | M01 + Plaid + QBO | Full financial picture |
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| **Weeks 6-10** | M05 Chatbot (RAG) | Quick win — we have the inference infra |
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| **After** | M02, M03, M04, M06, M07 | Based on what Kay prioritizes |
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**Key truth:** Don't build M01 last. A live prototype with real data in 3 weeks builds more trust than a 16-week timeline.
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---
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## 📋 Conversation Flow
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### 1. Opening — Set the Frame (2 min)
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> *"Hey Kay, thanks for the time. We've gone through your SOW thoroughly. I want to make sure we're building what actually moves the needle for you, so I've got a few questions to align on before we start."*
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### 2. What's Priority #1? (5 min)
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> *"Your SOW sequences the Dashboard last. Is that still the plan, or has the urgency shifted?"*
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Let him talk. Listen for what he *actually* cares about.
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### 3. Data Source Check (5 min)
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> *"To build anything, we need access to your data. Let me run through what we'll need..."*
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Go through the **Critical Unlocks** checklist above.
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Key framing:
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> *"For QuickBooks — read-only access to invoices, P&L, and payables. For banking — Plaid is view-only, we can never move money. For SpotOn — sales and labor data only."*
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### 4. Scope Clarifiers (5 min)
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> *"A few quick clarifiers from the SOW..."*
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- MarginEdge?
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- Gmail/Calendar in Dashboard — critical or nice-to-have?
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- Training system — can I see the current version?
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- CRE scraper — how do you want us to handle the legal side?
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### 5. Close — Next Steps (3 min)
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> *"Once we have those API keys, I can have a working prototype with your real data in 2-3 weeks. How does that timeline feel to you?"*
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**Confirm:**
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- Who's the point of contact for each data source
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- Tentative ETA for credentials
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- When to follow up
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---
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## 🚨 Potential Objections & Responses
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| Objection | Response |
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|---|---|
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| *"The SOW already says all this — why are we rehashing it?"* | "We're not rehashing — we're confirming. The SOW sequences things one way. I want to make sure that order still works for you before we invest time building." |
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| *"I'm not comfortable giving bank access."* | "Plaid is read-only — can see balances and transactions, never touch money. Same tech QuickBooks and Venmo use." |
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| *"I need everything at once, not phased."* | "I can build faster by starting with what matters most and adding layers. A live dashboard with sales data in 3 weeks is more useful than a complete plan in 3 months." |
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| *"Who sees our data?"* | "Stays on our private infrastructure. No third parties, no cloud sharing." |
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---
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## 📝 After the Meeting — Capture
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Come back and tell me:
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1. **Kay's priority #1** — what does he want first?
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2. **API keys** — which did he commit to? When?
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3. **MarginEdge** — yes/no?
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4. **Gmail/Calendar** — must-have or optional?
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5. **M06 training system** — what exists?
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6. **CRE scraping** — his stance?
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7. **Timeline** — what did you both agree on?
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I'll update the project plan and start building as soon as credentials land. 🦅
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