Weekly Planning

Date: 2026-01-13 · Duration: 118.41999816894531 min Organizer: Nader Attendees: Nader, Mike

Summary

• Partner Engagement Strategy: Targeted re-engagement efforts needed for inconsistent partner activity and enhanced commission communication.
• Revenue Potential: Key partners like G can help agents earn up to $10,000 monthly, focusing on internal PMF engagement.
• Platform Stability Focus: Backend integrations due by January to stabilize tools before introducing new features and marketing automation.
• Marketing Automation Exploration: AI-driven email and voice call analysis considered to boost partner efficiency and lead conversion.
• Content Generation Approach: AI content must be vetted manually to maintain quality, prioritizing templates over full automation for partner needs.
• Social Media Outreach: Regular, strategic LinkedIn activity encouraged to enhance visibility and foster relationships, boosting partner acquisition efforts.

Action Items

• Nader Atrchin Continue QA and stabilize portal release featuring mid number changes; target completion by Wednesday (03:03) Follow up and renegotiate Pay Engine contract to avoid undesired 3-year commitment (03:41) Prioritize payment and equipment API endpoint completion by end of January for prod release (01:08:10) Create and prioritize tickets for content creation automation, SMS/email templates, and AI integration based on discussion insights (01:02:48) Manage partner engagement strategy, coordinate with Mason and other funders on MCA demo approval and next steps (01:20:00) Enable blog post section on twillpayments.com website to publish marketing articles for SEO purposes (01:32:05) Organize and prioritize AI-driven marketing email and voice AI projects; plan architecture session with team (01:48:42) Develop structured LinkedIn content calendar to maintain posting consistency and engagement (01:50:00)

Michael Wright Send updated introduction decks and marketing materials to PMF funders and set up calls with their teams (01:31) Communicate regularly with partners (e.g., Lucky 13, Lending Valley, Hildale) to encourage lead submission and platform usage (01:11:01) Assist in testing and evaluating Resi Pro lead-gen platform demo; gather feedback for potential integration ideas (41:14) Share Lending Valley marketing content post with approval and assist in publishing articles on main website (01:31:48) Maintain and expand LinkedIn activity with categorized content and engagement, including reposting and thought leadership posts (01:50:25) Set AI-focused call practice session and collaborate with Nader on marketing email AI features (01:43:35) Manage partner invitation and email verification issues (e.g., High Wire) and coordinate related fixes (01:28:00)