Discovery Call Recap
March 19, 2026 • Conversation Summary & Next Steps
March 19, 2026 • Conversation Summary & Next Steps
Quick recap of our call. I want to make sure I got the details right and that the next steps make sense before season kicks in.
If anything below is off or missing, just let me know and I'll fix it.
Five main topics came up:
Checking my notes against what you actually said. Let me know if I'm off on any of this.
Brittany and team are locked in for the season. You're not making changes mid-year. But you're open to exploring what 2027 could look like, and maybe making a few small moves this season that don't disrupt what's already working.
Once the membership landing page is live, next up is a proper booking page that explains the boats, pricing, and group sizes before people hit the Peek widget. You already have a detailed brief for this. Goal is fewer abandoned carts and fewer confused customers using Peek as an FAQ.
You're going back and forth with ChatGPT on captions, strategy, copywriting. The output comes back "cheesy" or off-voice. You've got threads scattered across dozens of projects and you lose track of where things left off. The tool helps, but the workflow around it is slow.
You know your business. What you need is a system that gives you better information faster. Not one that makes decisions for you. Better data, delivered without the manual steps.
Season starts soon. You'll be on the dock, managing staff, fielding calls, doing payroll, checking Peek numbers. Anything new has to save time. If it creates another thing to manage, it's not worth it.
You want less time on admin and repetitive work, more time on the parts of the business that actually grow revenue. Small moves, not a rebuild.
Here's what you're running right now, as I understand it:
| Area | Current Setup | Annual Cost |
|---|---|---|
| Social Media | Brittany. 1-2 reels/week, 5 stories/week, 2-3 photo shoots, influencer collabs, paid ads with retargeting | ~$30K |
| Website | Canadian web team (Nerd Marketing), WordPress/Elementor, per-project billing | ~$800/task |
| Bookings | Peek, integrated to QuickBooks, favorable deal in place | Per-transaction |
| Accounting | QuickBooks + bookkeeper. Bank/sales auto-feed, manual categorization | — |
| Payroll | Gusto | — |
| AI Usage | ChatGPT for strategic planning, caption review, competitor research, web briefs | Subscription |
| Team Scheduling | Shared Google Sheet, manual entry, shift swaps via text | Free |
| Corporate Outreach | LinkedIn Co-Pilot campaign | — |
These were built before and during our call. All live on your portal:
| Document | What It Is | Status |
|---|---|---|
| Brand Brief | Boston Electric Boats' brand identity, all 35 FAQs, products, pricing, digital presence, voice and tone | Draft |
| Competitive Landscape | Who's doing what in Boston Harbor, including the new entrant | Draft |
| Enrichment Questionnaire | Interactive form for you to add context I can't get from the web | Ready for you |
| Parking & Transit Guide | How customers get to Lewis Wharf, for chatbot and booking page content | Draft |
| Customer Experience Guide | End-to-end guest journey, arrival through departure | Draft |
| Duffy Boat Sales Research | Market data on your boat sales arm | Draft |
Sources were your website, Peek listings, competitor sites, and our conversations. The enrichment questionnaire is the one I'd point you to first. It's where you can fill in the stuff only you know.
Build a booking page that explains boat options, pricing, what's included, and group sizes before people land on the Peek widget. Right now Peek is doing double duty as both FAQ and checkout. That's costing you conversions.
You already have a full brief ready. Membership page ships first, then this is next. You're getting a quote from the web team. I'll have a competing proposal ready so you can compare scope and pricing side by side.
Sales comparisons (this week vs. last year), payroll touch-ups, vendor follow-ups, QuickBooks categorization, team scheduling. You're doing all of this manually right now.
A system that pulls Peek and QuickBooks data automatically could give you the week-over-week comparisons you're already building by hand, without the manual steps.
Right now ChatGPT starts from scratch every conversation. You lose threads, the output comes back off-brand, and you spend time editing out the "cheesy" tone. You know there's a better setup for this.
A custom system loaded with your brand brief, past content, and your preferences would pick up where you left off instead of starting from zero every time.
For clarity, here's what's off the table this season:
| # | Action | Owner | Timeline |
|---|---|---|---|
| 1 | Review the enrichment questionnaire on the portal. Add context and corrections where needed. | Patrick | When you can |
| 2 | Get a quote from the web team for the booking page build | Patrick | After membership page ships |
| 3 | Prepare a booking page proposal with scope and pricing for comparison | Steve | This week |
| 4 | Research Peek API capabilities. Find out what data can be pulled for automated reporting. | Steve | This week |
| 5 | Put together a Boston Electric Boats-specific AI strategy guide covering where it fits, where it doesn't, and what Phase 1 looks like | Steve | This week |
| 6 | Consider exporting your ChatGPT history. There's brand voice and intent data in those threads that would make any AI tool work better for you. | Patrick | Whenever |
None of this needs a decision before season starts. I'll have my deliverables ready. You look at them when the timing works.
Based on our March 19, 2026 conversation. If anything here is wrong or missing, let me know and I'll fix it.