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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.
The Market Opportunity
The Problem
Anthropic and OpenAI have spent billions building the most powerful AI models in the world. They cannot get a mid-market company to deploy them.
- AI labs are now redirecting to services because deployment has failed
- The gap between ‘API access’ and ‘productive employees’ is enormous
- No standard framework for enterprise AI deployment exists
- Companies buy AI tools, try them for 2 weeks, then abandon them
The Window
The winning formula: create a software foundation, layer the AI harness on top, deploy it into businesses, and service it ongoing.
- Software foundation — the platform that houses the AI tools
- AI harness on top — guard rails, road maps, skills, connections
- Deploy into businesses — not a demo, a production system
- Service it ongoing — this is a relationship, not a license
LIVE
SIIP — AI QA running on real client calls today
150+
Active users on AdAdvisor with data synced
Sprint 9
Continuous development with production deployment
3 Products
In production or active build — not concepts
This direction is highly competitive. Our advantage is in deployment strategy — we build it, live in it, then deploy it.
The AI Harness
The AI Harness
We are not building new AI technology. We are building the deployment layer.
The harness is the value — not the AI.
Guard Rails
Role-based permissions that define what the AI can and can’t access. Baked in from minute one.
Road Maps
The agent knows strategic priorities, current sprints, and product roadmaps. It knows what questions matter right now.
Skills
Role-specific capabilities. A sales agent’s AI drafts follow-ups. A developer’s AI knows the codebase.
Focus Scope
Eliminates noise. Surfaces only what’s relevant to this person’s touchpoints — history, current state, and what’s next.
MCP + API Connections
Live wires to the real world — databases, comms tools, project management, ad platforms. Operates inside the systems where work happens.
Project Databases
Institutional knowledge: meeting transcripts, decision logs, process docs, client history.
A new position and AI agent: 20–30 minutes to fully operational.
The AI Harness — Architecture
No new technology — just the right assembly, deployment plan, and service model.
Employee + Personal AI Agent
The Harness — Where the Value Lives
Novact.ai Platform — The Connected Ecosystem
Deployed Across — Build It, Live It, Know It, Deploy It
Newlin Disability
Phase 1: Build it
Beach Media
Phase 2: Live it
Novact
Phase 3: Know it
Every Company
Phase 4: Deploy it
The Deployment Thesis
Build it. Live it. Know it. Then deploy it.
Phase 1
BUILD IT
Deploy AI agents to Newlin Disability. Every intake specialist gets a harnessed AI agent. This is the proof case.
Newlin DisabilityPhase 2
LIVE IT
Deploy to Beach Media. Every team member from Katie to Victor to the QA team gets their own agent. We are the customer.
Beach MediaPhase 3
KNOW IT
Deploy to Novact itself. The product team uses the product to build the product. Every friction point becomes a feature.
NovactPhase 4
DEPLOY IT
Take the proven platform to market. Every company needs this. The ones that deploy AI effectively will dominate their industries.
Every CompanyWe are not building new technology. We are putting it all together and creating a technology deployment plan.
Software foundation + AI harness + Deploy + Service = The winning formula
What We Build
We build the tools and the expertise that help companies put AI to work.
Every company needs the same things: better communication, better information, and better decisions. AI makes all three possible — but only if it's deployed correctly. We build the software, we configure the AI, and we guide companies through the integration. Everything we build for ourselves is what we deploy to our clients.
The Fundamentals
Unified tools that connect every channel — calls, messages, email, meetings — in one place.
AI that keeps you updated on everything relevant to your role — projects, decisions, changes, progress.
Real-time data and AI-assisted analysis so every decision is backed by current information.
Shared visibility across teams — everyone sees the same priorities, the same progress, the same goals.
Personal AI assistants configured for each role — 20 to 30 minutes from new hire to fully operational.
Guard rails, road maps, skills, and connections that make AI actually useful — not just available.
Strategic integration planning, technology evaluation, and ongoing support as AI evolves.
SIIP, OmniDial, AdAdvisor, OneComm, Walah — products that work together as one ecosystem.
Migrating into AI takes time, careful planning, and the right expertise.
Companies need experts to guide them into a strategic integration plan and keep them current as the technology evolves. That's what we do.
Why Now — The Closing Window
The deployment lag is the opportunity. But the window is measured in months, not years.
AI Labs Are Pivoting
Anthropic and OpenAI are building their own enterprise deployment tools. They will eventually get better at this. Our head start is measured in months.
Consulting Firms Are Moving In
Accenture, Deloitte, and McKinsey are all building AI deployment practices. They have enterprise relationships. We have speed and depth.
Vertical SaaS Is Adding AI
Every industry-specific software company is layering AI into existing products. If they solve deployment for their customers first, the harness is a harder sell.
First Mover Wins the Vertical
The company that deploys AI effectively in a vertical first owns the reference case. Every competitor after that has to unseat an incumbent.
Speed of deployment is the competitive moat. Not technology. Not features. Speed.
The Proof
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. Rudy Menendez joins July 2023 — manages all tech operations from day one
Newlin Disability becomes anchor client (~75% of revenue). Beach Media evolves from selling leads to managing the full lead-to-intake lifecycle. Michael Menendez joins November 2024
Sean Gruwell joins January 2025 as Strategic Partner — operates as a true partner across all areas of the company. April Wortman joins January 2025 (Marketing). Victor Carrión joins August 2025 — organically grows into VP of Operations. Tech buildout begins: custom Vici Dialer, intake system, SIIP, AdAdvisor. Maitri engaged 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.
Although everyone has titles and ownership of responsibilities, everyone helps in all areas — we're a small company and everyone wears almost every hat.
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
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 Flywheel
Beach Media generates revenue and proves the model. Novact productizes the technology and sells it. Each standalone product — SIIP, OmniDial, AdAdvisor, Walah — is its own customer acquisition channel. Clients come in for one solution, discover the ecosystem, and stay for the full platform. One client becomes five product subscriptions.
The flywheel powers the harness. Beach Media generates the revenue and real-world proving ground. Novact productizes and deploys.
The Vision
Our goal is to build the AI operating system that powers the next generation of companies and become the intelligence layer behind modern business operations.
One company, several platform solutions for businesses to manage, optimize, and grow their entire operation.
Beach Media proved the model with Newlin — building custom tech that transforms how companies manage leads, calls, agents, and ad spend. We've already deployed AI solutions serving 150+ users across contact center operations and digital advertising. Now we productize the full ecosystem into a platform any company can plug into.
Path 1: Direct Sales
Deploy the harness + products directly to companies. They subscribe and run operations on the platform with a fully harnessed AI workforce.
Path 2: Channel Partners
Service providers deploy our harness for their clients. Our technology + their distribution. They sell it — we power it.
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
- 25 years of marketing & lead generation expertise
- Founded Beach Media (2021)
- Client relationships & sales
Sean Gruwell
Strategic Partner
- 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
Principal Engineer
- CTO SportsHub Technologies (10 yrs)
- Built ALL current Beach Media tech
- Companies sold for $24M+
- Ed's brother — proven team
Michael Menendez
Engineer
- 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
Zette Duragos
QA, Philippines
- Manual & automated QA testing
Leigh Duragos
QA, Philippines
- Manual & automated QA testing
Bryan Reas
Designer, Philippines
- Product design & Figma prototypes
Proposed Role: AI Innovation Specialist
Our competitive radar.
The AI landscape changes daily. New models, new tools, new agents, new workflows — and nobody on the team has time to systematically find, evaluate, and operationalize the best ones. This role fixes that. One person, full-time, whose entire job is to make sure we're always building with the best available technology.
Scout
Monitor the AI ecosystem daily — TikTok, X, Reddit, Hacker News, GitHub, research papers. Find what’s new and what’s relevant to our stack.
Evaluate
Stress-test every promising tool against real use cases from our products. No hype. Only what actually works.
Recommend
Bring the best options to Ed and Mark with a business case: what it does, how it helps, what it costs, what it replaces.
Operationalize
Build SOPs, train the team, drive adoption. A tool nobody uses is a tool nobody found.
Discussion Point: Ed to define technical requirements and database platform. Hiring could start immediately after the summit.
Development Partner
Maitri Services LLC — “Enlightened Outsourcing” — maitriservices.com — 10 engineers, Nepal
Owners: Jeff Rick (Principal), Julie Ditta (COO), Robert Woollam
Both teams use agentic AI development | Transitioning to in-house under Ed Menendez
OmniDial Team
Led by Ayush Shrestha (Director of Project Management)
- OmniDial Platform
- React + Next.js / Python + FastAPI / PostgreSQL / AWS
- Sprint 2 complete | Sprint 3 active
SIIP + AdAdvisor Team
Led by Roshan Pandey
- SIIP: Sprint 9 — AI agent performance QA coaching
- AdAdvisor: Sprint 8 — AI ad optimization Meta integration
- Agentic AI development | MCP + Beach Claude research
The Product Portfolio
The AI Product Ecosystem
Every product below is a component of the Novact AI Harness platform.
AI OPERATING SYSTEM — Gateway to All Products
SIIP
LIVEAI Agent Intelligence | QA Evaluation | Transcript Analysis | KPI Coaching
OmniDial
MVP COMPLETEMulti-Tenant Contact Center | Dialer + SMS + Intake | AWS Deployed
AdAdvisor
BUILDINGAI Ad Optimization | Meta + TikTok + Shopify | 150 Active Users | Joint Venture (Novact 1/3 Partner)
Beach Claude
IN PROGRESSBeach Media internal MCP. Connected to client/operations data (Vici Dialer, SIIP, Newlin operations)
Novact Claude
IN PROGRESSNovact platform MCP. Connected to product/engineering (Meridian, codebase, KB, pipeline management)
OneComm.ai
PLANNEDUnified Comms, Personal AI Agents
Walah.ai
PLANNEDMulti-model AI hub with anti-drift verification, personal AI companion, and cross-provider intelligence
Novact.ai Platform
PLANNEDUnified login, single dashboard, modular product framework — the operating layer that ties everything together
Personal AI
PLANNEDEd + Mark to map out together
Every product is a door. Clients walk in through one — they stay for the ecosystem.
NOVACT
AI Solutions Company
Intelligent software for the companies that move first.
We take the operations you're already running — contact centers, advertising, communications, quality assurance — and rebuild them with AI at the foundation. Not AI as a feature. AI as the entire operating system.
Every product is a door. Clients walk in through one — they stay for the ecosystem.
Novact Inc. · novact.ai
Novact.ai Platform
What We're Building
The unified AI operating system for companies
Problem
Enterprise AI deployment has failed. Companies buy tools, try them for 2 weeks, abandon them. The gap between “we have AI access” and “every employee is productive with AI” is where Novact operates.
Solution
The Novact.ai Platform is the foundation layer of the AI Harness — software foundation + harness configuration + deploy + service.
What We Have
- Meridian Strategy Engine — production deployed, processing live strategic analysis
- Meridian Debate Engine — multi-model adversarial synthesis (GPT-5.4, GPT-4.1, Gemini 2.5 Pro, Grok 4 Fast, Claude Opus 4.5)
- Meridian Knowledge Base — RAG-powered semantic search, storing operational docs
- Meridian Operations Bridge — live server management, SQL access, deployment pipeline
- Round Table System — multi-AI panel review producing synthesized recommendations
- MCP Integration — Model Context Protocol server live, connecting Claude to platform operations
- Multi-tenant architecture (OmniDial auto DB provisioning)
- OAuth + API key management (AdAdvisor)
- Full AWS infrastructure patterns across 3 products
This infrastructure is not planned. It is running in production today.
What We Need to Build
- Platform shell / client dashboard (net new — Ed to architect)
- Unified SSO across all products
- Module plugin framework
- Unified billing system
- Newlin migration as first client
Phase 1: Newlin Disability — SIIP as the first harness module. What we build here becomes the template for every deployment that follows.
OMNIDIAL
The Intelligent Communications Engine
Every call your company makes.
Managed by AI. Optimized in real time.
OmniDial doesn't just place calls — it orchestrates your entire communications operation. AI decides the best time to call, the best agent to assign, the best channel to use. It monitors every conversation in real time, adjusts campaigns on the fly, and learns from every outcome. Your contact center stops being a cost center and becomes a precision revenue machine.
AI learns when each prospect is most likely to answer. Connect rates go up 40%. Wasted dials disappear.
Voice, SMS, email, chat — one AI decides the right channel for the right person at the right moment.
Live AI coaching whispers in your agent’s ear during calls. Objection handling, compliance alerts, closing prompts.
AI shifts budget, rotates scripts, and reassigns agents mid-campaign based on live performance.
Legal intake. Healthcare scheduling. Insurance enrollment. Debt collection. Any industry that communicates at scale.
Spin up a new client in minutes. Multi-tenant by design. From 10 agents to 10,000 — the platform scales.
OmniDial · A Novact Inc. Product · MVP Complete
Built for one client. Engineered for an entire industry.
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
- Answer machine detection (auto-voicemail)
- Real-time agent status sync
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
Sprint 2 Completed Deliverables
Sprint 3 Focus
Real-time supervisor dashboard | User management admin panel | Lead list upload + DNC scrubbing
SIIP
Conversation Intelligence Platform
Every conversation is a chance to be better.
SIIP makes sure you are.
AI that listens to every call, scores every interaction, and coaches you to perform at your best. Whether you're managing a 500-agent contact center or running a one-person business — SIIP hears what you miss and teaches what you need.
Score every agent on every call. Automate QA. Eliminate bias.
Know why deals close and why they don’t. Coach reps in real time.
Track resolution quality, empathy, and escalation patterns.
Review your own calls. Sharpen your pitch. Lead better meetings.
Lawyers, consultants, advisors — ensure every client interaction meets your standard.
Personal conversation coaching. Get better at the thing you do most.
SIIP · A Novact Inc. Product · Live Now
Born in contact centers. Built for everyone.
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
- HIPAA-compliant transcript analysis (Assembly AI, BAA signed)
- Two-phase AI evaluation: validity pre-screening + quality scoring
- AI QA evaluates every call against defined criteria automatically
- Sortable leaderboard dashboard with vital KPIs
- Rule engine for pinpointing agent performance issues
- Proven impact: performance data drove measurable production lift
- CloudWatch monitoring with SNS alerting
Roadmap & Next Steps
- Tighten AI prompting for KPI coaching & QA
- Retainer Journey detection improvements
- Figma designs: Dashboard done, Agent Detail/KPI/Executive Summary in progress
- MCP to Beach Claude research completed with documented findings
- Agentic development happening alongside sprint work
- Multi-module expansion for full agent management
- Excel export for journey reports
AI Data Access
- Beach Claude MCP integration (postgres-mcp recommended)
- Natural language queries across all KPI and transcript data
- Example: "Show me KPI report for last month by location"
Predictive & Real-Time Intelligence
- Predictive agent performance modeling
- Predictive performance scoring for agents
- Real-time operational alerts
- Real-time coaching prompts during calls
- Full operational intelligence for contact centers
ADADVISOR
Autonomous Ad Intelligence
Your ads are burning money right now.
AdAdvisor knows exactly where.
Every dollar you spend on advertising is either working or wasting. AdAdvisor connects to every ad account you run — Meta, TikTok, Google, Shopify — and deploys AI that watches every campaign, every ad set, every creative, every dollar, 24 hours a day. It doesn't just report what happened. It tells you what to do next. And soon — it does it for you.
AI moves your ad spend in real time from underperforming campaigns to what’s actually converting. No human lag.
AI analyzes every image, headline, and hook. It tells you which creative elements drive results — and generates new variations.
Meta CPM spiking? AI shifts to TikTok. Google costs dropping? AI capitalizes instantly. Spend follows the ROI.
Connect Shopify, your CRM, and your ad platforms. See true ROI from click to cash. No more guessing.
Manage 50, 500, or 5,000 client accounts from one dashboard. AI flags problems before clients see them.
AI tells you what WILL happen before you spend the money. Forecast ROAS, predict fatigue, plan with data.
AdAdvisor · A Novact Inc. Product · In Development
The AI media buyer that never sleeps. And never wastes a dollar.
AdAdvisor
AI Ad Intelligence Platform
Joint venture — Novact LLC is 1/3 partner with Tarek Kekhia and Wissam (Wesso Digital)
Wissam has been Beach Media's media buyer managing Meta accounts for 2+ years — this relationship led to the AdAdvisor partnership
Live Capabilities
- Meta Ads integration (campaigns, adsets, ads, insights, creatives)
- TikTok Ads integration
- AI-powered performance analysis and recommendations
- Multi-tenant with per-organization data isolation
- MCP server with OAuth, API keys, and usage metering
- Analytics dashboard with campaign comparison and charts
- 150 active users with data synced
- Production on AWS (ECS Fargate, RDS, ElastiCache, CI/CD)
- Meta Token Refresh logic completed
- Token Encryption system completed
- RDS autoscaling for storage completed
Roadmap (Epic 3)
- Celery Beat for scheduled AI runs (in progress)
- Logging stack setup (in progress)
- Shopify data ingestion pipeline (OAuth2 + GraphQL API)
- Dev/staging environment on AWS mirroring production
- Ingestion pipeline 10x scalability assessment
- Tiered pricing model: free analytics + paid AI recommendations
- Dedicated Celery worker queues per data source
- Log streaming to S3 via Kinesis Firehose
Epic 3 Proposed Scope timeline arriving 3/31
ONECOMM
Your AI Communications Nervous System
You don't have a communication problem.
You have 12 tools and zero intelligence connecting them.
Email. Slack. Teams. Zoom. Google Meet. Calendar. Text messages. Voicemail. You check 12 apps before lunch and still miss something critical. OneComm sits on top of everything you already use and deploys a personal AI agent that reads, prioritizes, drafts, schedules, follows up, and remembers every conversation you've ever had, across every channel. You stop managing communications. Your AI manages them for you.
Your AI knows your voice, your priorities, your relationships. It drafts responses that sound like you.
AI joins every meeting. Takes notes. Assigns action items. Follows up with attendees. No more wondering who’s doing what.
Remembers every interaction with every person across every channel. AI briefs you before every call.
Find anything anyone ever said to you, in any channel, instantly. Answered in seconds.
AI detects when you promised to send something or circle back — and either does it or reminds you. Nothing falls through.
See how your org actually communicates. Bottlenecks. Response times. Overloaded people. Fix what you can’t see.
OneComm.ai · A Novact Inc. Product · Coming Soon
One AI. Every channel. Nothing missed. Ever.
On the Horizon
Novact.ai Platform and Walah.ai have dedicated deep-dive slides ahead. These two round out the long-term portfolio.
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
Personal AI
Individual AI Assistants
Ed + Mark to map out together.
WALAH
Four elite minds. One perfect answer.
Walah synthesizes the world's best AI models into a single masterpiece. One prompt. One perfect response.
walah.ai · Novact Inc. · Coming Soon
Walah.ai
What We're Building
The premium consumer AI chat platform
Problem
AI fragmentation tax — users juggling 2–4 AI subscriptions, copying between tabs, never sure they got the best answer.
Solution
One prompt, four AI models simultaneously. Syndicate engine synthesizes the best answer. Personal AI companion that knows your files, schedule, and context.
What We Have
- ModelDispatcher — all 4 AI providers connected and production-tested
- RoundtableEngine — 1,233+ lines, 53 roundtables run in production
- ClaimLedger — anti-drift fact-checking engine (production)
- PricingService — real-time cost tracking (~2,388 events logged)
- ContextBuilder — conversation memory management
- Agent system — 50 agents registered, customizable prompts
- Splash page live on DigitalOcean
- Twilio phone channel partially built
What We Need to Build
- Consumer chat UI + Syndicate Breakdown toggle
- Roundtable consumer comparison view
- User auth + name-your-AI onboarding
- Personal AI companion (custom name, personality, integrations)
- Projects with isolated memory
- Phone/SMS voice AI integration
- AI Email processing
- Gmail, Calendar, Drive, Notion, Slack connectors
- BYOK system + cost dashboard
- Stripe billing (Free tier / $20 Loaded tier)
Key insight: most of Walah's core technology already exists in the Meridian platform — it needs consumer packaging, not ground-up building
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
- Platform licensing (SIIP, OmniDial, AdAdvisor, etc.)
- AdAdvisor partnership stake (1/3 partner, adadvisor.ai)
- SIIP platform & codebase
- OmniDial platform & development pipeline
- AdAdvisor platform
- AI/ML development & Beach Claude
- All engineering (Ed, Rudy, Michael)
- Dev partner relationships (Maitri, Roshan)
- Future products (OneComm, Walah)
- Novact.ai Platform (full platform buildout)
- Personal AI (Ed + Mark)
Maitri Migration & Handoff
Key Question: What does a non-Maitri DevOps team look like? How do we take the wheel?
Phase 1: Now
- 10 Maitri engineers across 3 product tracks
- Using agentic AI coding — AI manages Jira and sprint summaries
- Ed evaluates all codebases
Phase 2: Transition
- Define MCP read-only into Maitri env
- Ed takes architectural ownership
- Ed already asserting architectural control — git history, repo access, developer onboarding
- Rudy & Michael begin codebase takeover
Phase 3: In-House
- All dev under Ed's leadership
- Maitri off-ramp complete
- Full DevOps capability internal
Phase 1 — The Newlin Play
Phase 1: Build It — Our First Harness Deployment
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
- SIIP dashboard (transitioning data sources)
- Successful project management of migration to CV1
- Intake customization to streamline workload after transition
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
- Vision: Newlin gets their own novact.ai dashboard — SIIP is one product in the ecosystem, new services/apps plug in as the next module
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.
Newlin is not just a client — it's the proof case. What we build here becomes the template for every deployment that follows.
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
Beach Claude MCP approach — postgres-mcp vs custom FastMCP (Ed sign-off)
AdAdvisor partnership structure — how does Novact's 1/3 stake operate under the new entity?
Tarek & Wissam's role — product roadmap ownership, revenue sharing, Novact integration
AI Harness deployment timeline — when does Phase 1 (Newlin) go live?
Harness architecture ownership — who builds the configuration and deployment layer?
Nothing leaves Henderson as TBD.
The harness is the value.
Not the AI.
Build it. Live it. Know it. Then deploy it.
This is our moment.
SIIP is live. AdAdvisor has 150 users. The Meridian engines are in production. The harness isn't a plan — it's already in motion.