Lead: Larry
★ Steve Eisenberg (Head of Global BD & Ops, engaged) · Karl Sprules (COO, engaged) · Scott Krauthammer (SVP COO Global BD) · Mia Sands (BA)
Where things stand
Pilot scope agreed — quarterly commentary as primary use case. Awaiting word on pilot pricing. Steve Eisenberg and Karl Sprules engaged. AB has complex, multi-audience content needs: advisor-facing, institutional, retail. Strong fit for Sales Enablement + Distribution spokes.
Next Action
Awaiting pilot pricing decision. Larry
Engagement Continuum
Use Cases & ScopingFit · workflows defined
Proof of ConceptDemo & output review
Sign
Implementation
Launch
Optimization
Quarterly commentary pilot agreed · Multi-audience content (advisor, institutional, retail) · Sales Enablement + Distribution spokes
Discovery
Demo complete · pilot scope agreed (quarterly commentary) · awaiting pricing · Eisenberg + Sprules engaged
Full intelligence brief · AB multi-channel landscape
Phase APositioning
Enterprise asset manager — multi-brand, multi-audience positioning
Positioning workshop · AB narrative
Phase BFoundations
Advisor-facing, institutional, retail messaging frameworks
Phase CStrategies
Brand · comms · mktg/sales
Phase DMonitors
Full monitors · validation
QA
Foundation pack gate · Output review
↑ seeded = Track 1 absorbed
Lead: Mike O'Malley
★ Rachel Pawson (Global Head of Marketing, FTSE Russell — extension decision-maker)
Show 3 on-hold contacts
Fiona Bassett (CEO, FTSE Russell) · Emily Prince (Group Head of Analytics) · Zoe Wen (Group Marketing Director, Analytics)
Where things stand
LSEG have agreed to move from pilot to subscription. SOW for pilot extension ($25K) and Phase 2 memo ($70K) previously delivered. Branded templates and Punch Card migration nearly ready. Case study (blinded, with survey results) nearly final.
Next Action
Finalize subscription terms and Phase 2 scope. Mike
Engagement Continuum
Use Cases & ScopingFit · workflows defined
Proof of ConceptDemo & output review
Sign
Implementation
Launch
Optimization
Russell Indexes content generation (blog, social, sales brief) for US Wealth market
Discovery
Pilot complete · agreed to move to subscription · generating US Wealth content in target formats
Subscription agreed · New index families + audiences · Index data feed and charting
Phase APositioning
Russell product positioning, Wealth positioning
Phase BFoundations
Target audience profiles, key messages, competitor contrasts
V2 Foundation Document set · Phase 2 scope ($70K)
Phase CStrategies
Brand + Comms + Marketing/Sales strategies
Phase DMonitors
New monitors, News-to-Idea translation
QA
Foundation pack gate · Output review
↑ seeded = Track 1 absorbed
Lead: Larry / Matt
★ Will Allport — Partner, Head of Distribution
Where things stand
Pilot approved. Met Will Allport in person July 7 — won over by "strategic truth / orchestration layer" and dynamic positioning arguments. Will wants to proceed with pilot and schedule a call with Mike for a brain dump of all his AI ideas. Also impressed by Acuity connection (big Acuity client). Will offered to introduce us to other potential clients. Distribution-heavy firm — Sales Enablement and Distribution spokes are the natural fit.
Next Action
Schedule call with Will + Mike for AI brain dump. Mention Adira to Acuity next week. Follow up on Will's client introductions. Larry / Matt
Engagement Continuum
Use Cases & ScopingFit · workflows defined
Proof of ConceptDemo & output review
Sign
Implementation
Launch
Optimization
Pilot approved · Distribution-heavy firm · Sales Enablement + Distribution spokes · scheduling Mike brain dump call
Discovery
Pilot approved · Will won over by strategic truth/orchestration layer · scheduling Mike brain dump call · Acuity cross-reference · client intros offered
Full intelligence brief · Adira distribution landscape
Phase APositioning
Distribution-led positioning · LP & advisor-facing narrative · global credit specialist
Positioning workshop · Adira narrative
Phase BFoundations
Sales enablement frameworks · distribution collateral · LP messaging
Full foundation set · Adira
Phase CStrategies
Brand · comms · distribution/sales strategies
Phase DMonitors
Full monitors · validation
QA
Foundation pack gate · Output review
↑ seeded = Track 1 absorbed
Lead: Larry (via Andy Washburn)
★ Andrew Nutbeam (CMO, met successfully) · EQT Digital Marketing Head (intro from Andrew Nutbeam — name TBC)
Where things stand
Successful meeting with Andrew Nutbeam. He connected us with his digital marketing head. Awaiting meeting with EQT digital marketing head and Wheelhouse marketing heads. PE firm with portfolio company angle — Wheelhouse could serve both the firm and its portfolio companies.
Next Action
Schedule meeting between EQT digital marketing head and Wheelhouse marketing leads. Prepare PE portfolio enablement framing. Larry
Engagement Continuum
Use Cases & ScopingFit · workflows defined
Proof of ConceptDemo & output review
Sign
Implementation
Launch
Optimization
PE portfolio enablement · firm-level + portfolio company marketing, positioning, content alignment
Discovery
Andrew Nutbeam (CMO) met · digital marketing head intro · awaiting joint meeting
Full intelligence brief · EQT PE landscape
Phase APositioning
PE portfolio enablement positioning · firm + portfolio cos
Positioning workshop · EQT narrative
Phase BFoundations
Portfolio company messaging frameworks · PE distribution collateral
Full foundation set · EQT
Phase CStrategies
Brand · comms · portfolio strategies
Phase DMonitors
Full monitors · validation
QA
Foundation pack gate · Output review
↑ seeded = Track 1 absorbed
Lead: Matt
★ Kevin Brucato — client lead (IB) · Matt Dunn — account lead · Alexander Marx, Sarah Kaplan (IB)
Where things stand
April 2 call with Kevin Brucato + Alex Marx (IB). Strong questions on differentiation from generic AI and Jefferies in-house AI. Larry clarified Wheelhouse as "orchestration layer." Kevin confirmed: "solid understanding of the Wheelhouse proposition — very helpful." Concept deck + clarification memo sent. Open to solutioning session.
Next Action
Schedule solutioning session — campaign assets, available inputs, positioning, Jefferies AI integration requirements. Matt / Kevin
Engagement Continuum
Use Cases & ScopingFit · workflows defined
Proof of ConceptDemo & output review
Sign
Implementation
Launch
Optimization
IB Comms · EQR Extel Campaign
Discovery
April 4 Zoom complete · Awaiting follow-up questions
Phase APositioning
IB team + EQR input sessions
Positioning workshop · Jefferies narrative
Phase BFoundations
IB messaging · Extel architecture
Full foundation set · Jefferies
Phase CStrategies
Brand · comms · mktg/sales
Phase DMonitors
Full monitors · validation
QA
Foundation pack gate · Output review
↑ seeded = Track 1 absorbed