The master list for the partnership. Every asset, account, workstream, document, and open item for Argent Reach x Business Hub OS in one place, with current status as of October 13, 2026. This page mirrors the Project Master List document filed in the partnership Drive folder.

1. Overview

Argent Reach is a cybersecurity firm with four practice areas: Incident Prevention, Incident Detection, Incident Response, and Executive Advisory. Business Hub OS is the CRM and AI platform built by Manifestic. The partnership pairs Argent Reach's cybersecurity practice and partner network with that platform: a Networking Hub where Argent Reach and its partners run shared enterprise pursuits, plus a dedicated client CRM for Pete Reynolds' own Argent Reach business.

The value exchange, agreed on the October 13 working session: Business Hub OS provides the platform at no charge. In return, 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.

Complements, never replaces: each firm's own CRM stays its system of record. The Hub is the shared pursuit layer on top of it.
Pilot partners first: Jim Francis (Forever Fundraiser) and Tim Wells (Berghuis & Hunt) are the MVP partners. The partners Jim brings in are the test cases for refining the partner and referral system before it goes professional. The framework goal is 100 or more target accounts per partner once the model works.
Pete's priority order: (1) co-sell five shared accounts and build the repeatable partner framework, (2) event and trade show follow-up, (3) landing pages for three sales reps, (4) referral exchange and mutual introductions, (5) an education content engine with the MSSP, Consulting, and Advisory practice leaders.

2. Assets and access

Google Drive

Both folders live in the agis@manifestbot.ai Drive. Pete Reynolds is an editor on both.

Folder	What lives there
Argent Reach - Business Hub OS	The partnership side: Partner Overview, Initiative Proposals, Work Summary Brief, call records, session brief, agreements, and the master list document. Open the folder
Argent Reach	Pete's client side: Security Documentation, both audits, his leads spreadsheet, and client-facing drafts. Open the folder

CRM subaccounts (Business Hub OS)

Three subaccounts carry the program. Pete signs in once and sees his subaccounts in one account dropdown.

Subaccount	Phone	Purpose and status
Argent Reach Hub	(651) 677-6742	Partner Portal and Networking Hub. Live: Enterprise Pursuits pipeline, AI receptionist on, partner workflows running. Pete is active as Client admin. Partner contacts: Pete Reynolds, Jim Francis, Tim Wells.
Argent Reach	(651) 842-9813	Pete's client CRM, replacing his spreadsheet. Live: Website Lead Form connected to his landing page, pipeline on the call-agreed stages. Pete is invited as Client admin, pending his first sign-in.
FieldSafe	None yet	Dedicated subaccount for the Sunstream and Farm Credit vertical. Built October 13 with the call-agreed pipeline and the Sunstream Group and Lead Source fields. Empty, no invites sent, staging only.

Hub pipeline: Enterprise Pursuits (Pre-Qualified, Qualified, Defined, Approach, Contract, Won, Lost), with pursuit fields including Pursuit Lead, SME assignees, Key Deliverable and due date, Current and Desired State, NDA Status, MSA Status, Partner Stage, and Sunstream Group (Existing Sunstream Client, FieldSafe Client, New Prospect).
Client CRM and FieldSafe pipeline: the stages agreed on the October 13 call: Lead, Discovery, Qualified, Define, Proposed, Contract, Won, Lost, On Hold. Qualified means INBAT is confirmed: Interest, Need, Budget, Authority, Timing.
Pete's booking page: zuops.com/c/pete-reynolds-calender (30 minutes, phone call).

Live pages

Peter Reynolds landing page: argent-reach-peter-landing.vercel.app - Pete's public sales page; its lead form submits into the Argent Reach client CRM.
Co-branded partner page: /partner/ - partners first, with the partnership conversation as the call to action. Live for review only: no public promotion until Addalai Bouchoc and JD Harris give co-brand sign-off.
Master Page: /proposals/ - the index of every page and document for the program.
Pete's Hub and Company Workspace: /peter/ and /workspace/, linked from the Master Page. The workspace page is a device-local draft board; the CRM is the shared source of truth.
Partnership proposals: argent-reach-proposal.vercel.app and argent-reach-partnership-proposal.vercel.app.

3. Workstreams and status

Workstream	Status	Notes
Partner hub (Argent Reach Hub)	Live	Receptionist, missed-call text-back, partner notification and reminder workflows, pursuit stagnation alerts, and Pete's calendar with a public booking page.
Client CRM (Argent Reach)	Live	Lead form live and proven with a test lead. Pipeline rebuilt October 13 to the call-agreed stages. Lead source and deal-stalled fields added.
FieldSafe subaccount	Built, staging	Structure ready for the farm credit association list. Operational target: week of October 19. No number, no invites, nothing activated.
Pete's 55 leads	Parsed, import pending	55 distinct leads parsed from his October 13 spreadsheet with notes preserved; the spreadsheet is filed in Pete's Drive folder. CRM import attempts were blocked by a browser service outage with zero side effects. No outreach to any lead.
Jimmy Francis connections	In build	51-entry roster extracted from Jim's master introduction list (44 named people, 7 organizations). A lead list and one folder per contact are being built under a Jimmy Francis folder in the partnership Drive folder. No outreach; names and titles are validated with Jim first.
Tim Wells account focus	Reviewed	Roughly 26 Minnesota enterprise targets across digital transformation, cybersecurity, and data and AI. US Bank is marked priority. Source of the first live lead, Klesk.
Five-account co-sell pilot	Not started	Accounts not yet selected: Anton brings two introductions, Pete brings two, and one is a joint Argent Reach and Orchard leadership opportunity.
Security documentation	Draft complete	Draft for Review prepared for the five Argent Reach reviewers. Eight confirmations in Appendix B stay open before it can be finalized, and the security walk-through has not happened yet.
Co-branded partner page	Live for review	Promotion is gated on co-brand sign-off from Addalai Bouchoc and JD Harris.
Rep landing pages (3)	Blocked	Waiting on the three reps' details from Pete (names, titles, emails, headshots, focus areas, bios, booking preferences).
Media capture page	Planned	Must be live before the November and December 2026 media coverage Pete is targeting.
Event and trade show follow-up	Planned	Pete's priority 2. The event and tradeshow tracking portal is part of the platform review meeting with Pete and Tara.
Education content engine	Planned	Pete's priority 5: content built with the MSSP, Consulting, and Advisory practice leaders.
Agreements	Pending signature	See Section 5.

4. Key people

Argent Reach

JD Harris, CEO: security reviewer; one of two pricing approvers (with Brad Gustafson); co-brand sign-off; close to the CEO of the first live lead, Klesk.
Tara Jackson, Chief of Staff: coordinates all communications involving JD, and co-schedules meetings with Pete.
Brad Gustafson, Consulting: security reviewer; consulting delivery lead for FieldSafe; pricing approver.
Ethan Harris, Managed Security Services (MSSP): security reviewer.
Sarah Goranson, vCISO and Advisory Services: security reviewer.
David Godwin, Cybersecurity Architect: security reviewer.
Addalai Bouchoc, Marketing: co-brand contact; sign-off required before the partner page is promoted.
Peter Reynolds, Client Partner: Anton's counterpart. Owns the Argent Reach client CRM, the partner relationships, and the FieldSafe motion with Sunstream.

Partners

Jim Francis (Forever Fundraiser): MVP partner and mutual friend of Anton and Pete. His master introduction list covers Minnesota municipal, county, and public-safety leadership, worked in his six-step sequence starting with a South St. Paul executive meeting.
Tim Wells (Berghuis & Hunt): MVP partner with roughly 26 enterprise account targets. His first live lead is Klesk, a company with ERP challenges.

Business Hub OS

Anton Hocking, Founder: builds and runs the platform side of the partnership; brings two of the five pilot introductions.

First live lead: Klesk, referred through Tim Wells. JD Harris is checking whether CEO Jeff's recent hire situation opens the introduction, then makes the intro.

5. Agreements and documents

Agreements

Referral Agreement and Mutual NDA (Argent Reach and Manifestic): Pete sent both as PDFs on October 13 for Anton's review and signature, with JD Harris copied. Review is complete and the referral terms match Pete's template. Staging for signature is pending Anton's decisions: sign as Manifestic, and which address to fill in for Manifestic (Pete's PDF leaves it blank).
Business Hub OS draft: Anton's own draft of the referral agreement, with Business Hub OS as the referring party, is filed in the partnership Drive folder next to Pete's explainer.
How referrals pay: from Pete's "Referral Program: How You Get Paid" explainer: a recurring contract pays one times the initial monthly fee on a two-year contract (paid after the first month is collected) or two times on a three-year contract (paid after the second month). Project and hourly work pays 5 percent of first-year fees. Discounted deals are negotiated separately, and Argent Reach's determination on eligibility is final.

Documents

Document	What it is	Status
Partner Overview	The Networking Hub explained for partners: model, pursuit stages, workspace, FieldSafe launch.	Shared with Pete October 10
Initiative Proposals	Ten buildable proposals (Networking Hub, Security Review and Trust Package, Partner Referral Engine, Five-Account Co-Sell Pilot, FieldSafe launch, Event Follow-Up, Rep Pages and Media, AI Voice and Chat, Education Content Engine, Account Intelligence).	Complete
Work Summary Brief	Everything built, filed, or set in motion through the October 13 session, item by item.	Complete
Security Documentation (Draft for Review)	Security design and answers for the five reviewers, with honest Answered, Planned, and To Confirm tagging.	Draft; 8 confirmations open
Call Breakdown, October 13	Decisions, action items, verified status, and gaps from the 101-minute working session.	Complete
Session Brief, October 13	The agenda and background used to run the working session.	Complete
Project Master List	This page and its Drive document.	Living document, October 13

6. Open items with owners

Item	Owner	Status
Select the five target accounts	Anton and Pete	Not selected. Anton two introductions, Pete two, one joint leadership opportunity.
Walk through the security review questions	Anton with the Argent Reach reviewers	Not done. Topic for the prep meeting.
Close the 8 security documentation confirmations	Argent Reach reviewers	Open. The document stays marked DRAFT until they close.
Schedule the prep and platform review meeting	Pete and Tara Jackson	To schedule. The call's prep meeting and Pete's platform review should be one meeting.
Send his Calendly link	Pete	Outstanding. Until it arrives and his calendar connects, platform bookings and Calendly can double-book.
Send the three reps' details	Pete	Asked October 13, awaiting reply. Blocks the three rep landing pages.
Confirm firmer November and December media dates	Pete	Asked October 13, awaiting reply. The capture page must be live before coverage.
Answer HubSpot vs Dynamics	Pete	Asked October 13, awaiting reply. His email named HubSpot as the Sunstream system of record; the October 9 call said Dynamics.
Sign and return the Referral Agreement and Mutual NDA	Anton	Review complete. Pending his decisions: sign as Manifestic, and the address to fill in.
Import Pete's 55 leads into the client CRM	Business Hub OS	Parsed and ready. Import attempts were blocked by a browser service outage; retry pending. No outreach.
Deliver the FieldSafe farm credit association list	Argent Reach and Sunstream	Not yet received. Blocks the FieldSafe import. Operational target: week of October 19.
Re-enter the Apollo API key	Anton (desktop session)	Stored key is invalid. Blocks contact enrichment for the FieldSafe list and the rep pages.
Build the three rep landing pages	Business Hub OS	Blocked on the reps' details from Pete.
Build the media capture page	Business Hub OS	Planned. Must precede the November and December coverage.
Delete two empty spare subaccounts	Zuops support	No delete exists in the Zuops interface. A support request needs Anton's go. Both spares are verified empty and labeled as spares.
Co-brand sign-off for partner page promotion	Addalai Bouchoc and JD Harris	Pending. The page stays review-only until sign-off.

7. Decisions log

Date	Decision
Oct 9	The Networking Hub sits under the Argent Reach umbrella. The Hub complements each firm's CRM and never replaces it.
Oct 9	The partner and referral system comes first, proven with safe early relationships (Jim Francis and Tim Wells) before it goes professional.
Oct 9	The Networking Hub landing page carries Business Hub OS branding, with no new product name.
Oct 13	Two-subaccount structure confirmed on the working session call: a Partner Portal for the partnership and a Client CRM for Pete, each with its own dedicated 651 number.
Oct 13	Drive split into two folders, "Argent Reach - Business Hub OS" (partnership) and "Argent Reach" (Pete's), with Pete as editor on both.
Oct 13	Hub display name set to "Argent Reach Hub" so the two Argent Reach CRM accounts are distinguishable everywhere they appear.
Oct 13	The Client CRM and FieldSafe pipelines use the stages agreed on the call (Lead, Discovery, Qualified, Define, Proposed, Contract, Won, Lost, On Hold), replacing the earlier reporting-spec stages.
Oct 13	FieldSafe gets a dedicated subaccount for the Sunstream and Farm Credit vertical, with Sunstream Group tracking for existing Sunstream clients, FieldSafe clients, and new prospects.
Oct 13	The co-branded partner page is built partners-first, with the partnership conversation as the hero call to action, and stays review-only until co-brand sign-off.
Oct 13	Value exchange confirmed: the platform is provided at no charge; Argent Reach provides security expertise and co-branding.
Oct 13	Tara Jackson is included on all communications involving JD Harris.
Oct 13	Signing moves to Pete's PDF versions (Manifestic) of the Referral Agreement and Mutual NDA; the SharePoint signing path is closed.

Status verified against the CRM, Drive, and the October 13 session record on October 13, 2026.