FlowState Call, 04 Jun 2026

Action items from the call with SK

11 distinct items, grouped, each linked to its exact moment in the Fathom recording.

Highest leverage

Items #3 (money-on-the-table reframe) and #1 (gov sources) carry the whole pitch. Land the reframe first, copy-only change, then layer the new sources. Once those land, #4 and #2 are configuration, not design.

Build / Enhancement

Workflow + demo changes

1

Add government-bid sources (SAM.gov style) to the signal research workflow alongside the existing Google / scraper.tech scrape.

17:08
2

Build 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.

17:08
3

Reframe 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.

Top leverage 15:55
4

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).

19:09
5

Rename the Salesforce pipeline workflow as the "deal engine" in any demo copy + SK-facing materials, per SK's preferred label.

Implicit 16:00
6

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".

Implicit 14:13

Process / Operations

Infra handoff to SK

7

Ping SK on Fri or Sat to lock the 20-30 min setup call for Sun night (his time), Mon morning IST.

22:30
8

Stand 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).

21:33
9

Migrate the three demo workflows off your personal n8n onto SK's n8n once setup is done, so he can pitch from his own infra.

20:27

Communication / Enablement

What you walk in with

10

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).

22:30
11

Do 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.

19:09

11 distinct action items. KK as owner.

Source: Fathom recording 146426832