JDL · Internal · Leadership / Weekly 1-1 · 05.11.26
Weekly 1-1 · Stephanie Ervin · 05.11.26

Wanted to walk you through where the time is going and a few things I would love your read on

Week of May 4-10, 2026 · Jason De Leon · 18 calls Mon-Wed (ran personally) · 17 scheduled Thu-Fri while OOO; 5 took place
05.11.26
18
Calls Mon-Wed
ran personally
5 / 17
OOO Thu-Fri Calls Took Place
12 to reschedule or move forward
2 / 16
Last Cycle's Interventions Executed
14 stalled after guidance
$34K
Closed Won (CloudGaia + SpaceX)
renewals 5/6 + 5/9

Where I am this week

Wanted to give you the honest read before we sit down. 18 calls Mon-Wed, then OOO Thu-Fri. Of the 17 calls scheduled while I was out, 5 happened (which is actually a useful signal: that work can move on without me being on every call) and 12 did not (those need a reschedule path). Reasonable for a partial week.

The clearer pattern I want to walk you through is the one underneath the call volume. The build queue is stacking. Heavy-build clients like QA Wolf are eating the hours that should be compounding at the active-builder accounts where AI-native expansion actually happens, like Achievers and Ezra. I have two anchor sessions from this week (DemandScience AI messaging and the Ezra Director of Growth workflow build) that show what the model looks like when it is working. Both produced hosted resources the team can clone. I want to use this 1-1 to talk through where we double down and what we might want to share or hand off so I can get there.

The shift I am thinking about (would love your read)

Where I could use a partner
QA Wolf
Build queue is heavy: dedup, scoring, AUTH-issue remediation, bi-weekly sync. Currently I am the single point of capacity. When I am out, calls stall. When I am in, the build work blocks the higher-leverage_value time. A second pair of hands here would change the math.
Where I want to invest more
Achievers + Ezra
Both are active builders. Achievers is on the expansion path (sequencing work this week with Kaitlyn + Jessica + Brynn + Ken + Jack). Ezra is the AI-native project candidate (Director of Growth advanced workflow build with Andrew Cucinotta + Elisa Riche). Hours invested here compound.

What building with AI-native teams looks like

Both anchor sessions this week followed the same shape: customer is already building, we co-design the prompt + skill + connector + workflow, the session leaves a hosted resource the team can clone. The Apollo Plugin Builder we shipped this week (apollo-plugin-builder.pages.dev) packages this pipeline so any GTME on the team can run the same motion. The visual below is the pattern.

The build pipeline (each stage is a reusable component)
P
Prompt
</>
Skill
Connect
$_
Commands
Hooks
Plugin
Ship
Customer-led build session, packaged as a reusable plugin, distributed to the team. Active builders give us the substrate. The Plugin Builder turns it into something the pod can run without me on every call.
DemandScience (this week)AI messaging build session became demandscience-apollo-resource-library.pages.dev
Ezra (this week)Director of Growth workflow build became ezra-apollo-sdr-routing-workshop.pages.dev/resources/workflow-builder/

This week's anchor sessions (the model)

DemandScience
AI messaging + AI-focused build session (Evan Briere, Shannon Ferguson, Stephen Vasadi)
Customer running active campaign build. Session became a hosted library others can clone as a template.
Open resource library
Ezra
Director of Growth advanced workflow build (Andrew Cucinotta SDR prompting + Elisa Riche / Erica / Aline da Silva)
Director-level builder session. Left a workflow-builder resource as the takeaway. AI-native expansion candidate.
Open workflow builder

Wins

Two work-with-active-builders sessions, both produced reusable resources.
DemandScience AI messaging session and Ezra Director of Growth advanced workflow build. Both customers were already in Apollo building. My role was advanced enablement, not from-scratch guidance. Both sessions left a hosted resource library on Cloudflare Pages that any GTME on the team can clone (linked above).
AUTH_ISSUE deliverability intervention against 11 enforcement accounts before May 13.
DEL-DELIVERABILITY-may-13-email-enablement-upgrade shipped 11 client-facing email drafts with provider-locked DNS records inline. Plus Plugin Builder shipped this week with internal + client routes (apollo-plugin-builder.pages.dev) giving the team the tooling to package similar interventions for pod-wide use.

Cross-Tool Evolution: Multi-Tool, Shared Context

The team is evolving from single-tool work to multi-tool flows with shared context. Helping every GTME understand how to share context across tools is what opens the next layer of experimentation we can scale. Four team-facing assets are live and active:

Resource Library · jason-dashboards.pages.dev · Now hosts the GTME Plugin Builder, Daily Call Command Centers, AI Assistant Find Score Engage Playbook v2, Universal Email Deliverability Resource, plus the DemandScience and Ezra resource libraries surfaced as patterns to clone.
AI OS Architecture Map · jason-dashboards.pages.dev/ai-os-architecture-map · Original setup as the starting point. Refining for team adoption.
GTME Codex + Cowork Playbook · jason-dashboards.pages.dev/gtme-codex-cowork-playbook · End-to-end how-to for the Codex + Cowork loop so any GTME can run the same multi-tool motion.
Shared Memory System (Notion + plugin) · Goats-to-Market AI Enablement plus DEL-SYSTEM-024 GTME OS Memory System Team Package.

Things I would love your read on

1. Could we put a partner on the build-heavy clients so the queue stops blocking expansion time?

QA Wolf is the clearest example. The build work (dedup, scoring, AUTH remediation, sequence rebuild) is steady and meaningful, but it currently sits entirely with me. When I am out, the calls stall. When I am in, those hours are not at Achievers or Ezra. Curious how you would weigh standing up a thought partner / co-owner on the heavy accounts so the build work has a second pair of hands and the customer-facing motion is not single-threaded through me.

The OOO data this week underlines the dependency: 12 of 17 scheduled calls did not happen Thu-Fri because there was no backup. The 5 that did move forward show this can work when the coverage exists.

2. Where I would put the hours back: Achievers (expansion) + Ezra (AI-native).

Achievers: active sequencing work this week (Kaitlyn Gruszewski + Jessica McNamee + Brynn Dolfi + Ken Baker + Jack Hallett). Bi-monthly cadence in place. Expansion path is clear. With protected time I think we can push the build forward materially in the next two weeks.

Ezra: Director of Growth advanced workflow build with Andrew Cucinotta and the Elisa Riche team. AI-native project candidate. Already produced a hosted workflow-builder resource. Multiplying that pattern across the rest of Ezra is where the AI-native scaled impact lives.

Would love your read on whether this is the right pair to anchor protected time around, or if you would weigh another account.

3. Product ask + Duplicate Tiger Team idea (curious if this lines up with what you are seeing).

The constraint: Apollo dedupe is currently capped at 50,000 records per day. On QA Wolf alone the duplicate corpus is well past that ceiling, so every account with a real duplicate problem becomes a multi-week serial process I have to babysit.

Proof point we already have ready to share: the GTME duplicate report at jason-dashboards.pages.dev/gtme-duplicate-report-2026-04-28. Worth looking at together; it makes the impact case clearer than I can in copy.

What I think we could propose to Product:

  • Lift or tier the 50K/day cap. Higher daily ceiling for managed accounts, or async batch-mode that runs server-side overnight and produces a results file.
  • A native customer-facing dedupe surface so the customer self-serves the merge from a UI rather than a GTME running it through API.
  • Verification + audit trail on every merge so we can ship the customer a clean report each time.

The team motion: standing up a Duplicate Tiger Team would unblock the build queue today. Cross-functional swat unit (1-2 GTMEs + Product PM + Eng + Support) that owns the dedupe motion across the book until the product surface ships.

Would love to hear: does this match what you are hearing from the rest of the team? And who would you point me at on the Product side to take the proposal to?

4. The 12 calls that did not happen during OOO: how would you triage?

5 took place without me (forward motion I can build on); 12 did not happen. Thinking through the reschedule queue: active-builder calls go back on the calendar this week; standard intervention/support calls default to async resource center delivery unless the customer specifically asks for live time. Curious if you would weigh the split differently.

Next Week (May 12 - May 16): Top Priorities

Account / TopicAction
1Achievers (expansion build)Push the active sequencing work forward with Kaitlyn + Jessica + Brynn + Ken + Jack. Identify the expansion path that lines up with Stephanie's read.
2Ezra (AI-native build)Continue Director of Growth advanced workflow motion. Andrew Cucinotta + Elisa Riche team. Multiply the pattern across other Ezra teams; ship a second resource center.
3Dedupe product ask + Tiger TeamTake the 50K/day ceiling proposal to Product. Reference the GTME duplicate report as the impact case. Stand up a cross-functional Duplicate Tiger Team to unblock the build queue.
4QA Wolf coverage / handoffIdentify a second GTME or thought partner. Right-size my time on dedup + AUTH-issue work. Move from single point of capacity to shared ownership.
5Reschedule the 12 missed OOO callsTriage by active-builder vs standard intervention. Active builders first. Standards default to async resource center.
6Securiti renewal close$51K Commit, May 28 (17 days). Confirm forecast holds.
7DemandScience trial follow-throughFri 5/16 next training cadence. Sequences + workflows + AI Contact Center deployed. Continue the active-builder model.