Motion Consulting Group · A Kelly Company

30-Day Plan — Richard Taubin

July 24 – August 21, 2026 · Living document — HubSpot is the system of record

The objective: closed business inside 30 days — contracted-resource placements and fixed-fee starts first — driven by meetings on the calendar, with every opportunity logged and moving through HubSpot, qualified against the bar we agreed: defined pain · active initiative · confirmed budget.

1 · Meetings — set and being set (the priority)

Meeting	When	Status
World Insurance Associates — on-site with their New Orleans office (Client Advisor); goal: the CEO introduction	Tue Jul 28 · 9:00 AM · New Orleans	SET
World Insurance — CEO conversation (Zoom; regional director carrying the introduction request)	Target Mon Jul 27 – Tue Jul 28	IN MOTION
CAVU (Ian Cotita) — next working meeting, solutions architect included. Ian is a long-time Entergy vendor placing a word inside Entergy and identifying who to talk to (their delivery load just jumped with the Meta data-center buildout)	Target week of Jul 28	BOOKING
Hornbeck Offshore — reconnect (training · safety · ticketing revisit + merger timing)	Week of Jul 27	SET
Enbridge — internal technical alignment first (sales + solutions architect on their announced Azure push and the software fit), then the client meeting	Internal session next week → client meeting to follow	ALIGNING
StrataForge — joint pipeline working session (NDA submitted — in); goal: 1–2 deals converted to a contracted resource under MCG paper	Books on my next call	BOOKING
Grace Hill — CTO call: fixed-fee AI-readiness baseline + a warm adjacent introduction	Early next week	BOOKING
GHJ Advisors — hiring-manager alignment on the open contract advisory role	Target Mon Jul 27	REQUESTED

Calendar invites forward as each locks. Daily touchpoint stands ready — one-line Teams status precedes each.

2 · The close lane (signable in 1–2 weeks once need is confirmed)

Opportunity	Shape	Target
GHJ Advisors — AI Strategy & Operations Advisor, contract ($150–200/hr posting, confirmed still open)	Contracted resource	Aug 8
Grace Hill — paid AI-readiness baseline via warm CTO relationship	Fixed-fee	Aug 8
Governance proof-of-concept — contracted specialist under MCG paper (partner NDA submitted)	Contracted resource	Aug 8
Solidigm — SAP Ariba/Fieldglass administration roles (from my own account intel)	Contracted resource	Aug 15
Worth AI — verified live contract senior AI-engineering role, direct end client	Contracted resource	Aug 15
World Insurance — discovery first (CEO's public mandate: "accelerating enterprise-wide AI enablement"); scoped start to follow	Discovery → scoped engagement	Discovery by Aug 7

3 · Active momentum (2–4 weeks)

Enbridge — the nearest big play: their announced Azure direction + our connection into the account; internal technical alignment next week, then the client conversation. Software fit rides with it.
Entergy — no direct meeting yet; working the paths in. Met CAVU's Ian Cotita Jul 22 (long-time Entergy vendor — follow-up delivered with the Meta-buildout timing; next meeting with an SA being booked; he's placing a word and identifying who to talk to). Additional connections: an Entergy engineer, an IT software engineer, and Lakuna's CEO (former senior Entergy executive — below).
Lakuna Consulting — reaching out now. New Orleans utility consultancy (WBE-certified) whose CEO, Lauren Kenney, is a former senior Entergy executive — a warm 3-year relationship on the digital-marketing side. Two plays ride one call: the AI-governance-for-utilities partner channel, and the strongest personal path into Entergy.
LED — the emailed introduction to the Meta-buildout oversight connection is in flight; the GNO gateway rides the same thread.
Copado — CEO relationship (Greater New Orleans); their governed-AI-agents launch aligns with our QE and governance services; reconnect meeting first, qualifies before it enters the funnel.
Veriforce — warm path via the Grace Hill CTO; the introduction ask rides that call.
OBC (Michael Treadwell — met at the Louisiana Energy Conference; international logistics, AI top-of-mind for him) — follow-up out; he's traveling the next few weeks, meeting books on his return (~mid-August); identifying the firm meanwhile via the Al Petrie channel.

4 · Nurture (one logged touch per week)

Kyndryl (existing delivery relationship — expansion is a longer play) · BlackRock Resources · FactSet · Al Petrie (introduction channel — his Ring Energy conversation next week is the first readout) · the energy-sector AI-governance email wave from the LEC attendee base (in batches, all logged).

5 · The weekly engine

2+ client meetings with you in the room · 2+ discovery meetings with an SA involved · 2+ opportunities advanced a stage · 8+ logged touches.
Every meeting exits with a committed next step or a fast no.
Network-first outreach: ten researched warm touches going out; a qualified cold lane runs supplemental (120 leads generated and triaged this week — top 14 in sequence, every send reviewed and logged).

6 · The system of record

HubSpot cleanup completes Monday: existing deals normalized (stages, amounts, next steps, close dates), new opportunities added — Solidigm, Kyndryl, Entergy, Grace Hill, StrataForge pipeline, BlackRock — plus World Insurance and Copado as they clear qualification. Meetings and calls entered with dates going forward and backfilled for the last two weeks. Resource-side activity tracked in Bullhorn.

7 · Checkpoints

Day 14 (Aug 7) and Day 21 (Aug 14): anything not advancing a stage moves to nurture, and all remaining effort concentrates on the close lane. The plan tightens as the window does.

Motion Consulting Group, a Kelly Services Company · Prepared by Richard Taubin · July 24, 2026 · Access-controlled; not for redistribution.