Pre-Meeting Context

This call was set up after Paula confirmed her attorney call on Jun 16 and asked to sync mid-week (Jun 9 email). Paula accepted the invite Jun 12.

Open Items Going In

• Attorney findings on IP ownership / rollout clearance (Paula to share)
  • What to discuss: What did the attorney say about who owns the IP - Cadence, Paula, or shared? Are there any restrictions on how the tool can be commercialized or distributed?
  • Desired outcome: Clear go/no-go signal on rollout. Understand any conditions or constraints on IP ownership that affect the contract or the paywall timeline.
• Launch date - TBC pending attorney clearance
  • What to discuss: Once attorney clears the IP question, what is the realistic launch window? Does the 60-day beta period start from today or from a specific trigger?
  • Desired outcome: A confirmed launch date, or a decision framework (e.g., "if attorney clears by X, we launch by Y").
    • Time launch with community - 2 weeks.. 30-60 days testing before going more broadly as a lead magnet to social
• Circle gating go-ahead (deployed by Zain, turned off pending Paula's signal)
  • What to discuss: Is Paula now ready to turn the Circle embed back on? Are there any conditions from the attorney call that affect how gating is structured or who can access it?
  • Desired outcome: Paula gives the green light to enable Circle gating, or defines exactly what needs to happen first.
• Contract Playbook link - Paula's website was relaunching in May, need actual URL
  • What to discuss: Did the site relaunch happen? Where does the Contract Playbook live now - is it publicly accessible or gated?
  • Desired outcome: Confirmed live URL for the Contract Playbook so it can be properly linked and referenced.
• Confirm: 60-day free beta to all 164 Founding Members, then paywall
  • What to discuss: Is the 60-day beta structure still the plan, or did anything from the attorney call change the access model? How are Founding Members being notified?
  • Desired outcome: Final confirmation on beta terms - duration, access group, and the paywall trigger date.

Agreed Decisions (pre-call)

• Embed Scope Optimizer inside a Circle space (not standalone)
• Circle API sync every 2 weeks
• Anonymized pricing data retained for benchmarks
• SOW data deleted when user loses access
• Access group: Founding Members now, dedicated SO access group once behind paywall
• Contract: $3K build + $99/mo retainer. Paula owns tech/platform (consulting-specific). 24-month non-compete.

Outcomes to log post-call

Patent / IP Strategy

• Paula is moving forward with a provisional patent application to protect the Scope Optimizer technology. The patent focuses on the technology process (ingesting information and translating it across systems for analysis), not the abstract outcome of "better scopes."
• Provisional patent expected to take only a few hours of attorney time, targeted for completion within the next week.

Launch & Rollout Timeline