CSO Client Presentation Dry Run

Date: February 11, 2026 Source: Granola Meeting ID: abe5d132-b816-449b-8fde-27e2f32f6980 URL: https://notes.granola.ai/t/abe5d132-b816-449b-8fde-27e2f32f6980

Participants:

Summary

Zoran’s Client Work
- Experimentation recommendations fully accepted by client
- Tableau Omni migration progressing well
- Two channels activating this week (TikTok completing tomorrow)
- Catalyst implementation from last week working successfully
- Attribution responsibilities clearly assigned to Zoran
- Lifecycle marketing with Judd stalled - no response to messages about customer I/O tags and data export
Pranav’s Lilo Progress
- Bobby and Zach not providing required deliverables despite daily pings
- Working around blockers by doing future tasks now
- Meeting scheduled tomorrow to push for responses in person
- Potential timeline risk if client doesn’t respond after tomorrow’s meeting
Demi’s Magic Spoon Success
- Aggregated MMM model numbers delivered and well-received
- Minor feedback on field tests - filtering entire dataset to specific rules
- Numbers within expected range
- TDP ACV portion needs completion before final delivery
- Base models requested for client duplication
- PR ready to merge - project in solid position

Zoran’s Scaling Needs
- New client likely incoming plus potential third client
- Needs JD definition by tomorrow morning for hiring support
- Currently doing too much solo work that could utilize Casey more effectively
- Client expects 30+ hours weekly commitment from Zoran
- Role will require client-facing generalist capabilities
- Timeline: 4 weeks minimum for proper hiring process
ABC Client Transition
- Pranav taking over CSO role from Uttam
- Amber transitioning from CSO/EP hybrid to pure EP role
- Team includes Casey, Mustafa, Sam under Pranav’s management
- Client located in Austin - in-person meetings possible
- Usage-based contract with growing utilization
- One weekly stakeholder meeting + Thursday presentations

Timeline Pressure
- Tableau renewal in 9-12 days
- Two plans needed: 10-day aggressive timeline + 2-week extension option
- Robert meeting with direct stakeholder in NYC tomorrow
Task Assignments & Priorities
1. Awash: Core Omni topics setup, baseline semantic layer
2. Demi: AI functionality testing and optimization
3. Mustafa: AI-assisted dashboard migration, customer training materials
4. Greg: Customer-facing deliverables, training delivery, project coordination
Success Criteria
- Dashboard numbers must match Tableau exactly
- AI demo must be impressive (“holy shit” factor)
- Mobile view capability for busy executives
- Blog post opportunity with Omni for fastest migration

Eden Over-Meeting Issue
- Greg and Zoran in daily meetings with Ryan and Nitesh
- 10+ hours weekly just in meetings before actual work
- Need Robert’s guidance on pushback strategy
- Discussion planned for tomorrow’s daily meeting
Defense Strategies
- Reference Q1 goals to decline non-aligned requests
- Escalate resource conflicts to Robert for ELT discussion
- Either increase budget or reduce scope - team can’t make daily judgment calls

Magic Spoon Renewal Prep
- Meeting tomorrow morning with Mary and Joseph
- Six-month roadmap planning
- Other team members rolling off project
- Back to good standing after recent challenges
- Daily granularity chunking completed, minor date disparities resolved
Default & Omni Challenges
- DBT core setup complete but limited progress due to Snowflake/S3 connector issues
- Atomic switched off connector pending Victor’s infrastructure resolution
- Omni analysis gaps identified - opportunity for advanced insights they haven’t considered

Zoran: Deliver JD requirements by tomorrow morning
Pranav: Sync with Amber on ABC role transition today, prepare Lilo meeting notes
Greg: Eden migration huddle tomorrow morning, coordinate team assignments
Uttam: Call Omni contact for instance setup, join tomorrow’s daily meeting for Eden discussion
Demi: Focus on AI piece for Eden migration while maintaining Magic Spoon momentum