The Day 0 Monday Cohort Call
Kerry on Zoom. Four MSPs — twelve people total. Beakon is live in everyone's tenant.
#22First MV call — BOATS, Threat Academy, Beakon
Day 0 is the champagne-bottle-on-the-bow moment. Visualize a ship leaving dry dock, banner across the bow with the cohort start date, four MSPs as crew waving. Kerry is the launch officer with the bottle. The cohort is officially at sea.
Kerry runs the 3.1 Cohort Kickoff in 60 minutes. Part 1 (5 min): introductions. Part 2 (5 min): the 10-business-day arc. Part 3 (10 min): the BOATS methodology overview.
#23MSPs choose what to work on
Kerry presents the Maiden Voyage checklist — seven items, in-product, with Beakon guidance on each. Brent picks Item 4: load three real clients (already done). Kevin picks Item 1: company-profile setup. Theo goes straight to Item 7 — the HubSpot sync. He wires it up in about forty minutes.
#24Kerry asks each MSP about an active deal
Each MSP names the active deal they want to work on. Brent names Sundial. The Texas MSP names a roofing company. Pittsburgh names a regional law firm. Salt Lake names a small healthcare practice. These aren't 1:1 workshop bookings — they are public commitments. Beakon will then watch each MSP work their named deal.
#25Kerry workshops one or two deals live in the group call
With about thirty minutes left, Kerry picks two of the four named deals to walk through live as group examples. Sundial (Brent) and the Pittsburgh law firm — different BOATS stages, the contrast teaches better than two similar deals.
The two-column proposal script outpaces what the platform produces today. Captured for product roadmap. Until then, Kerry's coaching is what makes the format real on the page.
Brent takes notes furiously. Theo, who has spent the last eighteen months as the technical-write-up guy, looks like someone who has just been given permission to stop writing and start framing.