11 distinct items, grouped, each linked to its exact moment in the Fathom recording.
Workflow + demo changes
Add government-bid sources (SAM.gov style) to the signal research workflow alongside the existing Google / scraper.tech scrape.
17:08Build a signal-strategy router that classifies each account into one of 3 or 4 buckets (gov-bid-eligible vs renewal-velocity vs internet-signal vs LinkedIn-signal) and routes it into a strategy-specific signal workflow.
17:08Reframe all signal output copy + LLM prompts to lead with the "you're leaving money on the table, here is the opportunity you missed" angle, so notifications mirror SK's pitch.
Swap the U.S. Bank dummy opportunity for niche-relevant dummy companies (HVAC contractor pattern, small regulated-services biz that could plausibly win gov contracts).
19:09Rename the Salesforce pipeline workflow as the "deal engine" in any demo copy + SK-facing materials, per SK's preferred label.
Cover BOTH scenarios visibly in the demo: greenfield outbound driven by signals AND pipeline velocity for existing deals. SK called this "art of the possible for both".
Infra handoff to SK
Ping SK on Fri or Sat to lock the 20-30 min setup call for Sun night (his time), Mon morning IST.
22:30Stand up SK's stack on the setup call: his own n8n instance ($25/mo), scraper.tech ($10/mo), OpenAI API key with $5 starter top-up, and a Salesforce developer org (his existing SF account is not a dev account).
21:33Migrate the three demo workflows off your personal n8n onto SK's n8n once setup is done, so he can pitch from his own infra.
20:27What you walk in with
Walk into the Sun setup call with refreshed updates: account-research strategy + signal upgrades reflecting SK's feedback (gov sources, niche dummies, money-on-the-table framing).
22:30Do a Claude research pass on tight niches with a SAM.gov-style pain trigger (HVAC was SK's example, find 2-3 more) so the dummy accounts AND new signal sources stay credible. Hold off finalizing until SK's write-up of example niches arrives.
19:0911 distinct action items. KK as owner.
Source: Fathom recording 146426832