Weekly Planning
Date: 2025-09-29 · Duration: 91.98999786376953 min Organizer: Nader Attendees: Nader, Mike
Summary
- Successfully tested the new email notification system with clickable links, ensuring proper routing to designated representatives for enhanced user experience.
- Identified a major authentication and caching bug impacting merchant table access due to Pydantic validation discrepancies, necessitating urgent resolution.
- TCN Grill’s Pay Engine limitation on multi-location access was discussed, with a temporary workaround proposed using plus sign email notation for additional locations.
- Decided to proceed with a $250/month API cost for sensitive merchant data access from Pay Engine instead of developing an internal solution, given the complexity involved.
- AFC Capital Funding is interested in a lead-dump partnership with a proposed 25% commission split, potentially generating thousands of leads for Twill.
- Developed a strategy for automated email campaigns aimed at filtering large volumes of cold leads, targeting a conversion down to 3-5 prospects.
- Current N8N workflow for marketing emails needs refinement due to overly salesy outputs; focus on meaningful outreach through personalized content.
- Ahmed is enhancing the statement analyzer outputs for better HTML email proposal presentations, integrating with automated marketing efforts for customized offers.
- Explored CRM integration possibilities with MCA Tracker to facilitate one-click merchant application submissions, enhancing operational efficiency.
- Demonstrated the potential for ChatGPT agents to automate contact form submissions to CRMs, improving lead engagement processes.
Action Items
- Nader Atrchin Fix authentication and caching bug in production portal by tomorrow morning (13:16) Debug Pydantic validation errors and resolve merchant table loading issues (11:48) Investigate and resolve Google authentication login problems (09:56) Work on AI marketing email prompt refinement in N8N workflow (58:32) Create co-branded email template with AFC Capital Funding logo (52:45) Set up webhook integration for calendar booking notifications in activity tracker (54:49) Develop statement analysis to HTML email proposal conversion (51:57)
Michael Wright Experiment with N8N marketing email prompts and provide feedback on output quality (58:23) Create new partner account and login for AFC Capital Funding (07:33) Set up DocuSign agreement completion with AFC Capital Funding (59:39) Contact Pay Engine to proceed with 200/month ChatGPT subscription (01:20:19) Handle TCN Grill multi-location application issue using plus email workaround (31:07)