arrow_backBack to Progress Portal
Meeting Notes
Summaries, decisions, and takeaways from all project meetings.
Discovery & Strategy Call — Travis Flateau & Julian Bradley
Friday, March 27, 2026 · ~40 minutes
Discovery/strategy call covering app MVP priorities, franchise onboarding, QuickBooks integration, and expansion strategy.
check_circleKey Decisions
- App first — Booking calendar + dashboard + franchise portal is the #1 priority
- Supabase for data — Secure, proprietary database with role-based access
- 17 existing franchise locations need to be onboarded to the platform
- Proprietary LLM for bike suspension diagnostics (future phase)
- Travis wants to start with the app ASAP, personal brand can come later
task_altAction Items
- Build booking calendar MVP with franchise-level views
- Set up QuickBooks integration for franchise invoicing
- Part number standardization across all franchises
- 6-month drip campaign for service reminders
- Training content gap analysis from YouTube catalog
lightbulbTakeaways
- Franchise fee currently $15,000 + $600/mo — considering raising it
- Data ownership: Travis owns all data, franchise owners only see their own
- Training content exists on YouTube — needs to be organized and cataloged
- Each franchise location needs its own dashboard view