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Beach Media
Las Vegas Strategy Summit
Launching the Next Chapter
March 30 – April 1, 2026 | Henderson, Nevada
WHY WE'RE HERE
This is a launch meeting — not a status update. We leave with a plan that's ready to execute.
Evaluate what we have — Current state of SIIP, OmniDial, AdAdvisor, and the Novact platform
Define what we're building — Product vision, architecture, the AI OS roadmap
Assign ownership — Every workstream gets a named owner and due date
Deepen the Newlin relationship — Taleen call, AI rollout roadmap, pitch framework
Name & brand the new entity — Create strategic distance from Beach Media
Nothing leaves as TBD.
Where We Came From
Beach Media — The Origin Story
From lead gen startup to AI platform company
Katie founds Beach Media — lead generation company leveraging her client base and direct response expertise
Mark joins as Partner/CEO — builds owned lead funnels, affiliate marketing engine, paid media across TikTok, Meta, Google
Newlin Disability becomes anchor client (~75% of revenue). Beach Media evolves from selling leads to managing the full lead-to-intake lifecycle
Sean Gruwell + Victor Carrión join. Tech buildout begins: custom Vici Dialer, intake system, SIIP, AdAdvisor. Maitri SOW signed for OmniDial MVP
Ed Menendez joins as CTO (March 16). Vision crystallizes: productize everything into a scalable AI platform. Launch a new company. This summit.
Beach Media Today
Core Business
- Lead generation in the SSD space
- Affiliate marketing with owned landing pages
- Paid media: TikTok, Meta, Google
- Network selling to small law firms
- Custom tech: Vici Dialer, intake system, reporting
Newlin Disability — Anchor Client
~75% of Revenue | Exclusive Marketing Partner
- Evolved from leads → full intake management
- Built custom dialer + intake system for them
- Now advising on conversion, AI strategy
- Taleen Newlin joining as inside resource
- First proof case for productized platform
The Team
Leadership Team
Mark Lyon
CEO
- 30+ yrs direct response marketing
- AI strategy & product vision
- Founded Xcel Marketing, Anvil Legal Group
Katie Lyon
Co-Founder, Client Relations
- Founded Beach Media (2021)
- Client relationships & sales
- 13 yrs consulting (Schaar Consulting)
Sean Gruwell
VP, BPO & Contact Center Ops
- 25+ yrs BPO/contact center
- Scaled ops 10→700 (Voice Team USA)
- 1,500 agents at Supra Telecom ($127→$156M)
Victor Carrión
VP Operations
- 20+ yrs BPO operations
- Site Director Qualfon (Guyana)
- Direct Newlin relationship | Six Sigma Green Belt
Technology & Operations Team
Ed Menendez
CTO (Started March 16, 2026)
- 25+ yrs software architecture
- Python/Django/PostgreSQL expert
- Built NYC MySchools (1M+ students)
- GenAI Cert (Johns Hopkins) | TechCrunch Disrupt
Rudy Menendez
Lead Developer
- CTO SportsHub Technologies (10 yrs)
- Built ALL current Beach Media tech
- Companies sold for $24M+
- Ed's brother — proven team
Michael Menendez
Developer (→ Full-Time)
- 1+ year with Beach Media
- Works alongside Rudy on stack
- Moving to full-time under Ed
- Rudy's son — family tech unit
April Wortman
Marketing / Project Manager
- Promoted Admin → PM in 1 year
- CSULB Comm Studies (Magna Cum Laude)
- Vendor mgmt, reporting, dev collaboration
- Bridge between ops and engineering
Development Partners
Maitri Services
Ayush Shrestha & Team
- OmniDial Platform (SOW: $64K + $10K/mo)
- React + Next.js / Python + FastAPI / PostgreSQL / AWS
- 12-week MVP timeline | Sprint 3
- Transitioning to in-house under Ed
Roshan Pandey & Team
SIIP + AdAdvisor
- SIIP: Sprint 9 — AI agent performance QA coaching
- AdAdvisor: Sprint 8 — AI ad optimization Meta integration
- Agentic AI development | MCP + Beach Claude research
The Evolution
Two Companies, One Ecosystem
Beach Media is the proving ground. Novact is the product company.
BEACH MEDIA LLC
Revenue Engine
- Lead gen & affiliate marketing
- Paid media buying
- Client relationships (Katie)
- SSD vertical expertise
- Revenue engine funding innovation
NOVACT LLC
novact.ai | Product Company
- AI operating system / platform gateway
- SIIP, OmniDial, AdAdvisor
- Future: OneComm.ai, Walah.ai
- Engineering & AI development
- Multi-tenant SaaS for external clients
The Vision
An AI Operating System that powers the next generation of business tools.
Beach Media proved the model with Newlin — custom tech that transforms how companies manage leads, calls, agents, and ad spend. Now we productize that into a platform any company can plug into.
Path 1: Direct Sales
Sell AI tools directly to law firms, BPOs, contact centers, marketing agencies. They subscribe and run operations on the platform.
Path 2: Channel Partners
License tools to service providers and BPOs. They sell it to their clients — we power it. Our technology + their distribution.
Product Portfolio
The AI Product Ecosystem
AI OPERATING SYSTEM — Gateway to All Products
SIIP
LIVEAgent Performance & QA Intelligence
OmniDial
BUILDINGMulti-Tenant Contact Center SaaS
AdAdvisor
BUILDINGAI Ad Spend Optimization
OneComm.ai
PLANNEDUnified Comms, Personal AI Agents
Walah.ai
PLANNEDMulti-Model Chat, Anti-Drift Tech
Beach Claude
RESEARCHClaude AI via MCP, AI Brain Layer
Tech Stack
OmniDial
Multi-Tenant Contact Center Platform
Evolving Beach Media's bespoke internal tools into a scalable, client-ready SaaS platform
Agent Dialer
- Unified workspace
- Softphone controls
- SMS via Twilio
- Intake forms
- Disposition system
Admin Panel
- Real-time KPI dashboard
- Campaign management
- User management
- Agent monitoring
- Disposition config
Reports & Analytics
- Agent performance
- Campaign analytics
- Call detail records
- Trend visualizations
- Disposition reports
Super Admin
- Multi-tenant mgmt
- Auto DB provisioning
- Client configuration
- Status management
- Billing ready
12-Week MVP Timeline
SIIP
Agent Intelligence Platform
AI-powered agent performance management, QA scoring, and coaching intelligence
Current Capabilities (Sprint 9)
- AI call pattern analysis & anomaly detection
- QA evaluation with claim reviews
- Agent KPI tracking (success/hr, conversion rate)
- Executive summary reporting
- Automated coaching insights
- Prompt-driven feedback generation
- Agent Detail and journey mapping
Roadmap & Next Steps
- Tighten AI prompting for KPI coaching & QA
- Retainer Journey detection improvements
- UI/UX overhaul (Figma designs in progress)
- MCP integration with Beach Claude
- Agentic AI development track
- Multi-module expansion for full agent management
- Excel export for journey reports
Future Product Vision
Products on the horizon — to be scoped, designed, and built
OneComm.ai
Unified Communications AI Hub
- Connect ALL communication points: Teams, Slack, Email, Zoom, Google Meet
- Every person gets their own personal AI agent
- AI manages communications, calendars, meetings
- One interface to rule them all
Walah.ai
Multi-Model AI Chat Hub
- All four major AI models in one chat interface
- Anti-drifting chat technology
- Round table ideas — multi-model collaboration
- More details TBD
The Migration
The Separation
The crossover must be untangled — clear ownership, clear boundaries
Stays in Beach Media
- Lead generation & affiliate marketing
- Paid media buying operations
- Client relationships (Katie)
- SSD vertical expertise & law firm network
- Landing pages and offers
- Revenue generation that funds R&D
- Newlin Disability as marketing partner
Moves to Novact LLC
- SIIP platform & codebase
- OmniDial platform & Maitri SOW
- AdAdvisor platform
- AI/ML development & Beach Claude
- All engineering (Ed, Rudy, Michael)
- Dev partner relationships (Maitri, Roshan)
- Future products (OneComm, Walah)
Maitri Migration & Handoff
Key Question: What does a non-Maitri DevOps team look like? How do we take the wheel?
Phase 1: Now
- Maitri continues OmniDial MVP
- Roshan continues SIIP + AdAdvisor
- Ed evaluates all codebases
Phase 2: Transition
- Define MCP read-only into Maitri env
- Ed takes architectural ownership
- Rudy & Michael begin codebase takeover
Phase 3: In-House
- All dev under Ed's leadership
- Maitri off-ramp complete
- Full DevOps capability internal
Newlin Strategy
The Newlin Opportunity
What We've Delivered
- Exclusive marketing partnership
- Custom Vici Dialer implementation
- Beach Media intake system → CRM integration
- SIIP agent performance & QA intelligence
- SIP dashboard (transitioning data sources)
What's on the Table
- Workflow automation across their operations
- AI-driven efficiency wins
- Phased AI rollout roadmap
- Taleen as inside resource for process documentation
- Pitch framework under Novact brand
Tuesday 11:00 AM — Taleen Newlin Call
Taleen (owner's wife, HR professional) is coming on to document procedures. Goals: map Newlin's internal workflows, establish her as a trusted inside resource and influence point for AI strategy. Sean + Victor lead, Ed available.
Summit Agenda
DAY 1 — Monday, March 30
Sean, Victor, Mark, Ed, Rudy, Michael
Novact Demo & Ed Evaluation
Mark presents AI cowork platform. Ed evaluates.
Kickoff: Current State of All Platforms
Sean & Victor frame SIIP, OmniDial, Newlin. Rudy walks through architecture.
Maitri Migration & Handoff Strategy
Map what we're taking over. Define MCP read-only. Non-Maitri DevOps plan.
Shared AI Workspace Design Session
Ed facilitates: tools, repos, model access, deployment pipeline.
Team Dinner — Hank's Fine Steaks
Green Valley Ranch Resort. No hard agenda.
DAY 2 — Tuesday, March 31
Full Team | Katie & April join AM | Tech team departs PM
CRITICAL: All technical decisions locked before Ed, Rudy, and Michael fly out tonight. Nothing leaves TBD.
Company Vision & Newlin Overview
Mark & Katie brief full team.
SIIP Enhancement Roadmap
AI prompting, UI/UX gaps, MCP scope, backlog.
OmniDial v2 — Taking the Wheel
Review Maitri demo, v2 roadmap, ownership.
Taleen Newlin Call
HR, process docs, internal workflows, AI strategy.
Decision Session — The Big Calls
Stack, Maitri cutover, SIIP ownership, OmniDial lead, Newlin model.
30-60-90 Roadmap + Open Lab
Named owners, due dates, first commits.
DAY 3 — Wednesday, April 1
Sean, Victor, Mark, Katie (→noon), April (→noon)
Brand Workshop — Novact Visual Identity
Positioning, visual identity, messaging, entity structure. Finalize brand direction.
Newlin AI Strategy — Deep Work
Map AI opportunity, efficiency wins, phased rollout, pitch framework.
Trip Documentation & Debrief
Capture all decisions, roadmap items, open questions. Draft follow-up comms.
Industry Dinner — Live Platform Colleague
Dinner with contact running similar dialing/QA/AI platform. Top 5 questions ready.
Decisions We Must Lock This Week
Shared AI environment — stack, tools, access model confirmed
Maitri cutover timeline — when does in-house take over?
SIIP ownership post-handoff — who leads product, who leads engineering?
OmniDial v2 — who owns it going forward?
Newlin engagement model — how do we pitch AI services under Novact?
Visual identity direction — logo, colors, brand guidelines
30-60-90 roadmap — every workstream has a named owner and due date
Rudy & Michael transition plan — locked before they fly out Tuesday
Nothing leaves Henderson as TBD.
This is our moment.
We built something real for one client. Now we turn it into a platform that changes how companies operate.
Let's build it.