L10 MEETING AGENDA
59 DAYS TO OPEN — OCTOBER 1, 2026
1 · Wins on the Board 5 min — three closeouts
- Medical Director locked — Dr. Cohen
- South County location SECURED — keys in hand
- Initial marketing launch — SEO + website live
2 · Rock Check — 9 Rocks 10 min — Kevin slides the percentages
| # | Rock | Owner | % |
|---|---|---|---|
| 1 | REMS certification | Dave | 50% |
| 2 | Insurance billing engine engaged | Dave | 65% |
| 3 | Set up South County location | Kevin + Jacob | 10% |
| 4 | Clinical team hired, credentialing started | Dave (Kevin on offers) | 30% |
| 5 | Marketing engine ready 3 weeks before open | Jacob | 80% |
| 6 | Rooms & tech stack spec locked | Kevin + Dave | 35% |
| 7 | Entity & insurance insulation ready | Kevin | 60% |
| 8 | Home-treatment engine: LegitScript + Nick | Dave + Jacob | 50% |
| 9 | Secure St. Charles location | Kevin | 5% |
3 · This Week's Decisions 25 min
- Dave — Billing meeting results: credentialing scope · remote assistant · Philippine option
- All — Credentialing route reset: North County is a pass — what's Plan B?
- Jacob → Dave — Nick call prep (Tue 8/4): LegitScript scope ready to hand off
- Kevin + Dave — Team calls: Kimberly sprint role · Salem next step · Tanya in/out · Kenna decision
- Kevin — Rooms & tech stack: Kevin's list · target 25+ sessions/room/week
4 · Channel Report 10 min — Jacob
- Week-1 traffic: which persona and verbiage is winning
- Mindbloom ad data → spend baselines
- Hyper-target the South County address · openmybrain.com role
5 · What Do We Do With These? 7 min — record an answer for each
- Illinois location option
- Brand refresh
- Payment systems: EMR vs QuickBooks
- South County hyper-targeting / Illinois footprint
- openmybrain.com in marketing
- Ops tracking system
6 · Close 3 min
- Commitments restated by owner · long-lead risks to Oct 1