What was decided

1. Two-subaccount structure. A Partner Portal for the Argent Reach / Business Hub OS partnership, and a separate Client CRM for Pete's own Argent Reach leads. Both branded with Argent Reach logos and favicons, each with its own dedicated 651 number.
2. Client CRM replaces Pete's spreadsheet. Pete's pre-qualified target accounts move into a custom pipeline in the Client CRM.
3. FieldSafe gets a dedicated subaccount. Argent Reach is the consulting arm for FieldSafe, Sunstream's cybersecurity product for roughly 100 farm credit associations. The full association list will be imported and enriched, with granular permissions (Client Admin, Client Viewer) for the Argent Reach and Sunstream teams, plus an education content program for the farm credit community.
4. The value exchange. Business Hub OS provides the platform at no charge. Argent Reach provides cybersecurity expertise to help secure the platform and co-branding (for example a "Secured by Argent Reach" badge) that builds trust with Business Hub OS clients. The referral agreement formalizes the partnership.
5. A prep meeting comes next. Anton and Pete refine the pitch together before Pete demos the platform to Argent Reach leadership: JD Harris, Brad Gustafson, Sarah Goranson, and Ethan Harris.

Action items from the call

Anton

• Implement the custom pipeline stages in the Client CRM
• Import Pete's lead spreadsheet into the Client CRM
• Create the dedicated FieldSafe subaccount
• Schedule the prep meeting with Pete

Pete

• Send his Calendly link for integration into the platform
• Provide the referral agreement and NDA for the Partner Portal
• Prepare to demo the platform to Argent Reach leadership

Status against the call's next steps (verified Oct 13)

• Two subaccounts: DONE. Both live and branded. The hub was renamed "Argent Reach Hub" on Oct 13; Pete is active on the hub and invited to the Client CRM. Numbers live: hub (651) 677-6742, Client CRM (651) 842-9813.
• Lead import: IN PROGRESS. 55 distinct leads parsed from Pete's spreadsheet with notes preserved. First import attempts were blocked by a browser service outage with zero side effects; the retry is queued.
• Referral agreement and NDA: SENT BY PETE Oct 13, 1:39 PM (PDFs, cc JD Harris) for Anton's review and signature.
• Prep meeting: NOT SCHEDULED yet. Pete's Oct 13 follow-up adds Tara Jackson (Chief of Staff) as coordinator for anything involving JD, and Pete and Tara will schedule a review of the built platform (Partner Portal, CRM, event and tradeshow tracking). The prep meeting and the review meeting should be one meeting.
• FieldSafe subaccount: NOT STARTED.
• Calendly link from Pete: STILL OUTSTANDING.

Gaps that need attention

1. Pipeline stage mismatch. On the call, the agreed Client CRM stages were Lead, Discovery, Qualified (INBAT: Interest, Need, Budget, Authority, Timing), Define, Proposed, Contract, then Won / Lost / On Hold. The CRM was built with New Opportunity, Qualified, Meeting Booked, Proposal, Negotiation, Won, Lost (the reporting spec). One set has to win before Pete works the pipeline daily and before the lead import lands its cards. Confirm with Pete, then rebuild the stages to match.
2. Two agenda items were not covered. The session agenda from Pete's morning email was: select the five target accounts, walk the security review questions, define co-selling ownership. The call went deep on platform strategy instead. The five accounts are still unselected (Anton two introductions, Pete two, one joint leadership opportunity, Klesk already named as first live lead), and the security questions still need their walk-through. The security documentation draft remains the first deliverable for the five reviewers.
3. Signing is ready now. Pete's PDFs (Referral Agreement and Mutual NDA, Manifestic versions) supersede the parked SharePoint attempt. Review the terms against Pete's own template, sign, and return. Pete also asked that Tara Jackson be included on all communications involving JD going forward.
4. The FieldSafe clock. Pete wants the Sunstream / Farm Credit / FieldSafe model operational the week of Oct 19. The dedicated subaccount is step one. Enrichment of the association list depends on Apollo, which is blocked until the Apollo key is re-entered in a desktop session.
5. Calendly is the double-booking risk. Until Pete's Calendly link arrives and his calendar is connected, bookings on the platform calendar and his Calendly can collide.

Source: Fathom recap, "Impromptu Google Meet Meeting," Oct 13, 2026, 101 minutes. Status items verified against the CRM and Drive state on Oct 13, 2026.