Initiative Proposals — October 13, 2026
Argent Reach partner program · Ten proposals, each mapped to Business Hub OS tools
ARGENT REACH • INITIATIVE PROPOSALS • CONFIDENTIAL
ARGENT REACH |
BUSINESS HUB OS |
INITIATIVE PROPOSALS
Every
idea Pete raised,
turned into a buildable plan.
Ten proposals — a website, a CRM system, or a working plan for each initiative in the Argent Reach partner program — each mapped to the exact tools inside Business Hub OS that would run it. Nothing generic, nothing that does not apply to Argent Reach.
Prepared for |
Prepared by |
Starting point |
Peter
Reynolds |
Anton
Hocking |
Working
session |
How to use this document in the session
Work through the ten proposals in order. The first five are the ones Pete already prioritized — the Hub, security, referrals, the five-account pilot, and the FieldSafe launch. Proposals 6 to 10 are the systems that make those five pay off: fast event follow-up, pages that capture interest, AI agents that never miss a contact, an education content engine, and the account lists at scale. For each proposal, decide three things: go or not yet, who owns it on the Argent Reach side, and what date it needs to be live by. Decisions needed in the session are listed at the back of this document.
A note on commercial terms: pricing, referral fees, and revenue share are not quoted in this document. Those terms stay confidential and are handled in the referral agreement between the parties — see Proposal 3. What this document does commit to is scope, sequence, ownership, and what each build actually does.
Argent Reach in one line: a people-first, process-driven cybersecurity managed services and consulting firm based in New Brighton, Minnesota, led by CEO JD Harris — enterprise-grade expertise without vendor bias, across financial services, healthcare, manufacturing, and government. Every proposal below is written for that firm, not for a generic company.
Each proposal uses a different slice of the same platform. That is the point: an account won through a landing page, followed up by an AI agent, discussed on a recorded call, and pursued in the CRM is one record, one history, and one owner — not five disconnected tools. The table below lists only the capabilities these ten proposals actually use.
Capability in Business Hub OS |
What it does |
Used in |
CRM — pipelines, fields, contacts |
One pipeline per workspace, custom fields, partner and pursuit tracking, full activity history |
1, 3, 4, 5, 10 |
Websites & landing pages |
Branded pages on clean subdomains, lead capture on every page, forms feeding the CRM directly |
1, 5, 7 |
AI chat agents (website orb) |
Trained agent on each site, branded to Argent Reach colors, answers, qualifies, and books — then writes to the CRM |
1, 7, 8 |
AI voice & business phone numbers |
Dedicated numbers, AI receptionist for inbound, AI-assisted outbound follow-up, call recording and summaries in the CRM |
6, 8 |
Unified inbox & messaging |
Email, SMS, and social messages in one inbox, assigned to an owner, with consent and opt-out handling |
6, 8, 9 |
Social media management — 14 platforms |
One calendar, one composer, scheduling and publishing across 14 connected platforms |
9 |
Blogging & content engine |
Blog built into the website, articles drafted from practice-leader expertise, repurposed to social and video |
7, 9 |
Video |
Short-form video and WTF-style hook ads produced from the same content calendar, captioned and sized per platform |
7, 9 |
Workflows & automation |
Missed-call text-back, booking reminders, follow-up sequences — human-approved where Pete requires it |
4, 5, 6 |
Calendars & booking |
Booked calls land on the right person's calendar with confirmations and reminders |
6, 7, 8 |
What is deliberately not in this document: tools with no job in Pete's program. No e-commerce, no unrelated lead products, no vendor names — everything public-facing is presented as Business Hub OS, powered underneath as one system.
Pete's diagnosis, in his own framing, is the design rule for everything that follows: the issue is not reach, it is follow-through. Every proposal is therefore built around an owner, a next action, and a date — not around volume.
One shared layer where Argent Reach and its partners pursue the same accounts together — with a named owner, a partner role, and a next action on every account. It complements the existing CRM; it never replaces it.
Format |
CRM build + BHOS-branded web page (hub.businesshubos.com pattern) + partner workspace |
Enterprise Pursuits pipeline (already built): Pre-Qualified → Qualified → Defined → Approach → Contract → Won / Lost, with Pete's nine custom fields including Pursuit Lead, SME assignees, Key Deliverable + Due Date, Current State, Desired State, and NDA / MSA Status
Partner Stage tracking on contacts: New Partner → Engaged → Referral Active → Client Onboarded → Revenue Share, so referrals live in the same workspace without needing a second pipeline (the CRM allows one pipeline per workspace)
Pursuit workspace per account: assigned roles, deliverables with due dates, and the artifacts for that pursuit — security notes, proposals, call summaries — in one place
Public Hub page: a Business Hub OS-branded Networking Hub page that explains the model to prospective partners, using the same structure as the Argent Reach pages, on a clean subdomain — never a raw preview link
Private workspace per partner: each partner sees only its own accounts and its own agent (Proposal 8); shared is deliberate, private stays private
Pete works the pipeline as a board: every pursuit has an owner and a dated next action, stale pursuits surface instead of going quiet, and partner check-ins review the board rather than reconstructing status from email. Existing systems stay the system of record for each firm; the Hub holds only the agreed pursuit data between check-ins.
Status: the Argent Reach workspace, pipeline, fields, and Pete's contact are already built and Pete has been invited at PReynolds@argentreach.com. Next: confirm Pete can sign in and work the board in the session, then load the five pilot accounts (Proposal 4).
Decision needed: the audience for the public Hub page — Pete showing it to his partners, or Business Hub OS presenting the Hub as a general offering. That choice changes the framing, not the build.
No partner data enters the Hub until Argent Reach's reviewers are satisfied. This package answers their questions in writing, once, so every future partner goes through the same gate instead of a new interrogation each time.
Format |
Document package + review session — the first deliverable |
Reviewer-ready document covering the six areas Pete named: (1) who can see which accounts, including denied-access cases; (2) roles and permissions per person; (3) where data is stored, backup, and deletion; (4) the audit trail — who viewed, changed, or sent what; (5) what the AI models see and what they retain; (6) text and email consent, opt-outs, and sender verification
Permission matrix: a one-page table, partner by partner and role by role, that both firms sign off before any account data is shared
Exit and retention terms in writing: when a pilot ends or a partner leaves, their data leaves with them, on terms agreed up front
Reusable partner security one-pager: a short version future partners can read before they ever see the system
The package goes to Pete's five reviewers — Brad Gustafson (Consulting), Ethan Harris (MSSP), Sarah Goranson (vCISO / Advisory), David Godwin (Cybersecurity Architect), and JD Harris (CEO). Questions come back in one round, answers are folded into the document, and the signed-off version becomes the standing answer for every partner who follows.
Timeline: draft structured for the working session; final version follows the reviewers' questions. Nothing else that touches partner data launches before this clears.
Input needed: the reviewers' specific questions and any Argent Reach security policies the package must align with. Where a fact still needs confirming, the draft says so plainly — nothing is asserted that has not been verified.
Referrals between Argent Reach, Manifestic, Jim Francis (Forever Fundraiser), and Tim Wells (Berghuis & Hunt) get a tracked, repeatable process — a form, an accept / reject window, and a record of who referred what — instead of introductions that live in inboxes.
Format |
CRM system + referral workflow + agreement process |
Partner records in the CRM: Jim Francis and Tim Wells added as partners (Partner Stage: New Partner), with every partner Jim brings in treated as a test case for refining the system before it goes wider — per Anton and Pete's agreement that Jim is an insider and mutual friend
Referral intake form: who is being referred, by whom, for what, and the context that makes the introduction warm — submitted the same way every time
Accept / reject workflow: the receiving party accepts or declines within the window stated in the referral agreement (10 business days in the Argent Reach–Jim Francis agreement Pete shared), and the outcome is recorded on the partner record
Revenue-share stage tracking: Client Onboarded → Revenue Share follows the referred client, so both sides can see what a partnership has actually produced
Our own agreement, cleaned up: Pete shared the Argent Reach–Jim Francis referral agreement as the model. A Manifestic version should follow the same structure, with the drafting issues in that copy fixed before signing (broken section numbering, a 'one (3) years' inconsistency, and a placeholder address)
A referral is submitted, time-stamped, accepted or declined, introduced, and tracked to onboarded client in the CRM. Either side can answer 'what has this partnership produced?' from the record, not from memory. Commercial terms — including how recurring and project referrals are paid — live only in the signed agreement between the parties and are not published in any page or proposal.
Timeline: partner records and intake form this week; the first live referrals flow once the five pilot accounts are set (Proposal 4).
Decision needed: when Manifestic receives its version of the referral agreement, and who signs on each side.
The fastest way to prove the Hub is on real accounts, with a small deliberate footprint: two introductions from Anton, two from Pete, and one joint leadership pursuit — reviewed at day 30 on what actually moved.
Format |
Working plan + CRM pipeline execution |
Five pursuits loaded into the pipeline the day they are picked, each with an owner on both sides, a current state, a desired state, and a first dated deliverable
The joint pursuit: an Argent Reach / Orchard leadership discussion with their CEO, CTO, and Founder, tracked as a pursuit with named roles rather than as an email thread
First live lead, tracked separately: Klesk (ERP problems), introduced via Tim Wells — JD Harris's relationship with CEO Jeff is the path, once JD confirms the hiring question he is checking
Candidate introductions from Anton's side, for Anton to confirm in the session: Zach, and a health insurance company from our network — both already named in the original proposal
Weekly pursuit review: a standing 30-minute review of the board — what moved, what stalled, what the next human action is — plus a day-30 report both sides sign off
Nothing in the pilot is automated outreach. Every external touch is human-approved. The system's job is memory and follow-through: no account waits on someone remembering it, and the day-30 review works from the record.
Timeline: accounts picked in today's session; 30 days of live pursuit from the day the security gate (Proposal 2) clears for those accounts.
Decision needed in the session: the final five, the owner for each, and the review day and time.
FieldSafe Cyber Defense, the managed cybersecurity program for Farm Credit launched with SunStream Business Services, gets a sales execution system that matches the split Pete defined: Sunstream brings the relationships, Argent Reach brings the execution.
Format |
CRM tracking build + launch plan — operational next week, on Pete's deadline |
Three tracked groups in the CRM, using a dedicated Sunstream Group field: existing Sunstream clients, current FieldSafe clients, and new prospects — every contact and pursuit tagged to exactly one group
Pursuit tracking for the joint motion: each Farm Credit opportunity moves through the same five pursuit stages, with Argent Reach sales execution and consulting delivery (Brad Gustafson) recorded on the pursuit
Pricing approval gate built into the process: pricing approvals only through JD Harris or Brad Gustafson — the pursuit record shows who approved what, and nothing is quoted outside that path
Launch landing page for FieldSafe: a co-branded page (subject to the co-brand policy in Proposal 7) explaining the program to Farm Credit audiences, with lead capture feeding the prospect group directly
Clarification logged: Pete's email named HubSpot as the system of record for this motion while the earlier call pointed to Dynamics — the launch build records whichever system Argent Reach confirms, and the Hub stays a complement to it either way
Sunstream's relationships and Dave Johnson's network generate the introductions; the system makes sure each one is captured in the right group, assigned, followed up, and visible to both sides without either firm giving up its own system of record.
Timeline: tracking structure this week so the model is operational next week, as Pete requested. The landing page follows the co-brand approval.
Input needed: confirmation of the system of record, the initial contacts for each of the three groups, and who at Sunstream reviews the shared view.
Pete's rule from the first call was blunt: speed kills everything. Events generate conversations that go cold in days. This system makes same-day, human-approved follow-up the default instead of the exception.
Format |
Follow-up system — AI voice, unified inbox, workflows |
Same-day capture: event contacts are entered (or scanned / imported) into the CRM on the day, tagged by event, with the conversation notes attached — no business-card pile
Human-approved follow-up sequence: a short email + SMS sequence drafted per event, approved by a person before anything sends, then executed by the system with replies landing in the unified inbox assigned to the account owner
AI voice follow-up for no-replies: for contacts who consented, an AI voice call on a dedicated Argent Reach number attempts the reconnect, summarizes the call into the CRM, and books a meeting onto the owner's calendar if the contact wants one
Missed-call text-back: any inbound call to the event or rep number that is missed gets an immediate text, so a hot contact never hits voicemail and silence
Event scorecard: per event — contacts captured, follow-ups sent, replies, meetings booked, pursuits created — so Pete can decide which events are worth doing again
The owner sees every reply in one inbox, works the pursuits on the Hub board, and the system handles the chasing in between. Consent and opt-outs are handled in the messaging layer, per the security package (Proposal 2).
Timeline: buildable as soon as the first event is named; the sequence templates are drafted once and reused per event.
Input needed: the next two events on Argent Reach's calendar, and who approves follow-up copy for each.
Three Argent Reach sales reps get their own pages, partners get co-branded pages under a clear approval policy, and the November / December media coverage gets a page that actually captures the attention it earns.
Format |
Websites — three rep landing pages + co-branded partner pages + media page |
Three rep landing pages: one per rep, in Argent Reach branding (dark navy and red, real Argent Reach logo), each with the rep's focus, a booking calendar, a chat agent (Proposal 8), and lead capture feeding that rep's pursuits in the CRM
Co-branded partner pages: a repeatable template for joint pages with partners, approved under Pete's stated policy — Addalai Bouchoc in Marketing plus JD Harris — before anything with both logos goes live
Media capture page, live before the November / December coverage: one page the coverage can point to, built to convert attention into booked conversations — a clear offer, a short form, booking, and a chat agent — with every response tagged by publication / appearance so coverage can be measured
Farm founder introduction path: a page and booking flow for the founder introduction Pete approved — scheduling time with JD Harris, with tentative attendees Addalai Bouchoc, Ethan Harris, and Brad Gustafson
Every page follows the same rule: no dead ends. Every page books a call or captures information — there is no page that just describes
Pages are built once from a template, so a fourth rep or a new partner page is a copy-and-customize job, not a new project. Form submissions, bookings, and chat conversations all land on the same CRM record.
Timeline: rep page designs to Addalai Bouchoc and JD Harris for co-brand approval first; all pages live before the November / December coverage window.
Input needed: the three reps' names, photos, focus areas, and calendars; the exact coverage dates and outlets once Pete confirms them.
An agent for Pete, an agent for each rep page, and a private agent for each partner — each trained only on what that person or firm approved, branded to Argent Reach, and wired into the CRM so every conversation becomes a record, not a rumor.
Format |
AI agent system — voice, phone numbers, website chat — trained per person and per partner |
Pete's private agent and sandbox: Pete's own AI workspace inside the Hub, where he drafts, prepares, and reviews before anything is shared — the playbook his partners later follow
Website chat agent (orb) on every Argent Reach page we build: branded to Argent Reach colors (never a default color), trained on approved Argent Reach facts, able to answer, qualify, and book — with a training document Argent Reach can review, comment on, and correct, and a hard rule that the agent never invents prices, reviews, or service claims
AI receptionist on a dedicated Argent Reach phone number: answers inbound calls, routes and transfers to the right person, takes messages, books appointments, and writes a call summary to the CRM — so after-hours and overflow calls are answered instead of missed
Outbound AI voice for defined jobs only: event follow-up (Proposal 6) and referral-introduction confirmations, on approved lists with consent handled in the messaging layer — never cold blasting
Partner agents: when a partner joins the Hub, they get the same package in their own private space — their own trained agent, their own training document, their own visibility — which is the tangible thing a new partner receives on day one
Every call and chat ends the same way: a summary, a contact record updated, and a next action if one is needed, all visible in the unified inbox and on the pursuit board. Agents are trained from a written training document that the owner reviews first; unknowns stay marked as questions until the owner answers them.
Timeline: Pete's agent and the rep-page chat agents come with the pages in Proposal 7; the receptionist number is provisioned when Pete picks the number and the routing rules.
Input needed: the facts each agent may state (services, areas, team), transfer numbers, and Pete's call-routing preferences. No agent is activated or given a live number without Pete's go-ahead.
Argent Reach's practice leaders know things Farm Credit leaders, municipal buyers, and enterprise CIOs need to hear. This engine turns that expertise into a steady stream of education content — the fifth priority in Pete's own order, sequenced after the pilot proves out.
Format |
Content system — blog + social calendar + video, managed from one place |
Blog on the Argent Reach site: articles built from practice-leader expertise across the three practices — MSSP, Consulting, and Advisory (vCISO) — each article ending with a booking path, each one feeding search and giving reps something credible to send
Social management across 14 platforms from one calendar: one post composed once, sized correctly per platform (feed, story, and video formats are different sizes and are treated that way), scheduled, and published as Argent Reach — company voice, educational first, built around the questions prospects actually ask
Unified inbox for every response: comments and messages from every connected platform land in one inbox, assigned and answered there, so a question on any platform becomes a conversation in the CRM instead of a missed notification
Short video from the same calendar: short-form clips and WTF-style hook videos (a punchy spoken hook plus a branded end card) produced from the article and post pipeline — including, as a first test, a video concept for Pete — captioned, correctly sized per platform, and always using a dedicated AI video workflow
Repurposing chain, one idea four ways: practice-leader session → blog article → social posts across platforms → short video → material reps use in pursuits. One hour of expertise becomes a month of presence
Content is drafted by the system and approved by a person before publishing — Argent Reach's voice and accuracy are not automated away. Performance is reviewed monthly: what got replies and booked calls, not just views, decides next month's topics.
Timeline: starts after the five-account pilot is moving, per Pete's priority order. The blog and calendar are set up first; video joins once the first articles exist.
Input needed: which practice leader anchors each topic area, an approval owner for content, and any topics Argent Reach will not publish on.
Tim and Jim have already done the hardest part — picking the accounts. This proposal turns their two lists into living pursuit pipelines, and gives every future partner the same treatment, toward Pete's framework goal of 100+ target accounts per partner once the model works.
Format |
Research & CRM plan — Tim Wells' enterprise list + Jim Francis' municipal list |
Tim Wells' account focus, loaded and structured: roughly 26 Minnesota-region enterprise targets — including 3M, Target, Best Buy, Cargill, Medtronic, General Mills, and U.S. Bank (marked priority) — framed around digital transformation, cybersecurity, and data & AI, each entered as a pre-qualified pursuit with its focus noted
Jim Francis' introduction list, sequenced: municipal, county, and public-safety targets — Dakota County, South St. Paul, West St. Paul, Inver Grove Heights, the League of Minnesota Cities, and Dakota 911, plus the expansion list — worked in Jim's recommended sequence, starting with a South St. Paul executive meeting
Verification before outreach: names and titles on Jim's list are flagged as needing confirmation before any contact — the system verifies each contact first, and no outreach goes to an unverified name
Per-account research brief: for each priority account, a short brief — what the account is, the likely entry point, who owns the pursuit, and the first human action — stored on the pursuit record where both partners can see it
The repeatable list playbook: intake a partner's list → verify contacts → load as pre-qualified pursuits → assign owners → work the stages. The same playbook that handles 26 accounts handles the 100+ per partner that Pete's framework aims for
Lists stop being documents in SharePoint and become work in progress: every account has a stage, an owner, and a next action, and Pete can see the whole partner landscape on one board.
Timeline: both lists are already accessible and read. Loading and verification begins once the pilot accounts are picked, so list work does not compete with the five-account proof.
Decision needed: which accounts from each list are worked first, and who verifies contacts on the Argent Reach side.
Pete set the priority order; the deadlines set the rest. Security gates the data, the pilot proves the model, Sunstream has a next-week deadline, and the pages have a November deadline. Content comes last because it amplifies a model that works — it cannot substitute for one.
When |
What |
Proposal |
Today — working session |
Pick the five accounts and owners; walk the security questions; confirm the system of record |
2, 4 |
This week |
Security package to the five reviewers; Jim & Tim partner records live; referral intake form ready; Sunstream tracking groups built |
2, 3, 5 |
Next week |
FieldSafe / Sunstream model operational; five pursuits being worked with dated next actions |
4, 5 |
Weeks 3–4 |
Rep page designs through co-brand approval; Pete's agent trained; event follow-up system ready for the next event |
6, 7, 8 |
Before November |
Three rep pages, co-branded pages, and the media capture page live ahead of the Nov / Dec coverage |
7 |
Day 30 |
Pilot review: what moved, what the record proves, what scales to more partners and lists |
4, 10 |
After the pilot |
Education content engine launches: blog, 14-platform social calendar, video; partner lists scale toward 100+ accounts each |
9, 10 |
The five pilot accounts, and the owner on each side of each one (Proposal 4).
Anton's two introductions: confirm Zach and the health insurance company, or name others (Proposal 4).
The system of record for the Sunstream motion — HubSpot or Dynamics (Proposal 5).
The audience for the public Networking Hub page (Proposal 1).
The three reps for landing pages, and the media coverage dates (Proposal 7).
When Manifestic receives its referral agreement (Proposal 3).
Prepared for Peter Reynolds, Argent Reach — by Anton Hocking, Business Hub OS. Questions or corrections on any proposal: reply to the session thread and the document will be updated and re-issued. Commercial terms are handled separately in the referral agreement between the parties.
Argent Reach — Initiative Proposals • Prepared by Business Hub OS for Peter Reynolds and the Argent Reach team • October 2026