Strategic Partnership

Matt & Tash

Everything discussed. Every idea captured. Every task assigned.
synthesized from Mar 16–17, 2026
🎯

All Tasks & Action Items

T

Tash

11 tasks
Write to BACB & KSBSRB for approval to hire Matt
Request clearance for Matt as a technology consultant. Must happen before any paid work begins.
UrgentThis Week
Begin collecting voice memos from all staff
Ask everyone to record short daily voice memos about challenges, frustrations, and process issues. This feeds the AI intake pipeline.
UrgentThis Week
Ensure BCBA is now making clinical decisions
Remove clinical decision burden from Kim and Jana. This was a core source of the alliance/frustration dynamic.
UrgentThis Week
Fix communication escalation channels
The Carrie/Jana situation cost an RBT. Create a clear, fast escalation path so crises don't simmer for 1.5 weeks unaddressed.
UrgentThis Week
Formalize Courtney's lead role
Promoted to lead with mentorship focus. Schedule a follow-up to set clear expectations, scope, and support structure.
In ProgressNext Week
Formalize Jenna's systems/ops role
BCBA with IO psych background β€” perfect for systems optimization. Define scope: process improvement, AI tool adoption lead, operational efficiency.
In ProgressNext Week
Have honest conversation with Jana about role evolution
Her core functions (scheduling, payroll, client comms) are automatable. No specialized credentials. Need to define what stays, what's automated, and what's new.
UrgentNext Week
Address Kim situation proactively
Threatening to quit (stress from other job). Relationship deteriorated from friendship. Authoritative stance is a symptom. Needs direct conversation before she leaves.
UrgentThis Week
Replace quarterly check-in model
People say "everything's great" then quit. Shell's quarterly meetings aren't surfacing real issues. Voice memo system is the replacement β€” but also rethink the formal check-in cadence.
Planned30 Days
Require objective paper trails, not gossip
Jana was making subjective negative comments about rehab/Tash's sister. Shut down β€” but formalize: all feedback must be documented, specific, and constructive.
PlannedNext Week
Review AI proposal with Matt & refine scope
Once Matt drafts the comprehensive proposal, review together. Adjust phasing, priorities, and budget before presenting to the board.
PlannedNext Week
M

Matt

10 tasks
Draft comprehensive AI proposal for the rehab company
Use Claude to generate the full proposal: phased implementation, costs, ROI projections, HIPAA compliance approach, role-specific tools. This is the document Tash takes to the board.
UrgentThis Week
Build voice memo intake pipeline
Staff records voice memos β†’ Whisper Flow ($14/mo) transcribes β†’ AI categorizes, summarizes, routes to right person β†’ Tash gets daily digest. Lowest-lift, highest-impact tool.
UrgentNext Week
Build anonymous support chatbot
Custom chatbot loaded with company handbook, training materials, and procedures. Staff ask questions anonymously, get instant answers. Also captures training gaps.
Planned30 Days
Design role-specific app interfaces
RBT app (session notes, protocols, escalation). BCBA app (supervision, treatment plans, data). Admin app (scheduling, payroll, comms). Management dashboard (sentiment, capacity, alerts).
Planned30 Days
Create measurement systems for current inefficiencies
Quantify: time spent on automatable tasks, cost of lost RBT, BCBA admin hours vs. clinical hours, dollar value of communication delays. These numbers justify the AI investment.
Planned30 Days
Generate employee manuals & process documentation
AI-generated, human-reviewed. Replace the outdated documents Jana is still using. Living documents that update as processes change.
Planned30 Days
Document HIPAA compliance approach
HIPAA-compliant Claude for clinical tools. Separate compliance tiers: operational voice memos (lower bar) vs. treatment plans/session notes (full HIPAA). Document before deployment.
PlannedNext Week
Test MacBook Pro & initiate return
$5,800 machine arrived Mar 16. Test capabilities ~1.5 weeks. Return within window. Then purchase $2,200 Mac + $1,000 Air 15". Sell existing equipment to offset.
In ProgressThis Week
Run Claude scripts for new machine setup
Auto app installation and file processing scripts already generated. Deploy on MacBook Pro for testing, then on final machines.
In ProgressThis Week
Do NOT start building until board approval
Tash's advice: protect your contributions with proper compensation. Avoid the free-work trap. Proposal and planning only until BACB/KSBSRB clears it.
Blocker
⚠️

Team Challenges β€” The Full Picture

πŸ”΄ Kim

  • Threatening to quit β€” but stress is from her other job, not R&R directly
  • Taking authoritative stance: "We're not changing schedules, not doing anything else"
  • Formed alliance with Jana β€” both feel unheard and out of control
  • Relationship with Tash deteriorated from previous friendship

🟑 Jana

  • Overwhelmed but refuses to track time despite repeated requests
  • Still using outdated documents, double-checking work unnecessarily
  • Passive-aggressive about clinical decisions
  • No specialized credentials β€” role most at-risk for automation
  • Core functions (scheduling, payroll, comms) all automatable

πŸ’₯ The Lost RBT Incident

Evening BCBA Carrie was in crisis mode for 1.5 weeks over a tough client case. Neither Jana nor Carrie escalated despite it requiring specialized training. Could have been resolved in 5 minutes with proper channels.

Result: Lost an RBT. Direct business cost from broken communication. This is the single strongest argument for the voice memo / escalation system.

πŸ“Š Failing Check-in System

Quarterly meetings with Shell aren't surfacing real issues. Employees say "everything's great" then quit immediately after.

Root cause: People don't feel safe being honest. By the time problems become visible, it's too late. The voice memo system replaces this with continuous, low-friction, optionally anonymous feedback.

πŸ—οΈ

Restructuring Vision β€” Specialized Roles

The Core Idea

Stop expecting everyone to do everything. Let people own what they're good at. Pair humans with AI systems that handle the rest.

πŸ‘©β€πŸ« Courtney β†’ Lead (Mentorship)

People-facing role. Primary focus on mentorship and supervision. Removes mentorship burden from other BCBAs. Creates a clear career path.

βš™οΈ Jenna β†’ Systems & Ops

BCBA + IO Psychology background β€” rare combo. Systems optimization, process improvement, AI tool adoption lead. Bridges clinical knowledge and business operations.

πŸ€– AI Systems β†’ Admin & Operations

  • Scheduling β€” client/therapist matching, conflicts, auto-reschedule
  • Payroll β€” time tracking integration, auto calculations
  • Client comms β€” reminders, progress updates, intake forms
  • Docs β€” treatment plans, progress reports, insurance submissions

❓ Jana β†’ To Be Defined

Her current role gets largely automated. The honest question: is the role retainable with AI augmentation, or does it naturally phase out? If retainable β€” what does the evolved version look like?

🧠

AI Implementation β€” Phased Roadmap

Phase 1 β€” Crisis Prevention (Now)

Voice Memo Intake System

Staff record daily voice memos β†’ Whisper Flow transcribes ($14/mo) β†’ AI categorizes and routes β†’ Tash gets daily digest. Replaces the failing quarterly check-in model with continuous feedback.

Anonymous Support Chatbot

Company handbook, training materials, and procedures loaded into a chatbot. Staff ask questions anonymously. Reduces burden on senior staff. Reveals training gaps from what people are asking.

Phase 2 β€” Operational AI (30 Days)

Role-Specific Custom Interfaces

Purpose-built apps for each role (RBT, BCBA, Admin, Management) rather than training everyone on a general AI tool. Cleaner, more secure, more effective.

Process Automation

Scheduling, payroll, client communication, document generation, training material updates β€” all automated with human oversight.

Phase 3 β€” Intelligence Layer (60+ Days)

Measurement & Optimization

Baseline metrics for operational costs. Staff sentiment tracking from voice memos. Capacity planning. Financial dashboards. Data-driven decision making.

ToolCostPurpose
Claude (HIPAA-compliant)API pricingCore AI engine β€” chatbot, apps, automation, document generation
Whisper Flow$14/monthVoice-to-text transcription for staff memos
Agentic AI toolsDev timeAutomated workflows, scheduling, document generation
Custom web appsDev timeRole-specific interfaces (RBT, BCBA, Admin, Mgmt)
πŸ’Ό

Consulting Arrangement

What Matt Builds

  • Custom apps and interfaces per role
  • Automation: scheduling, payroll, comms
  • AI-generated employee manuals & process docs
  • Measurement systems for operational costs
  • Voice memo pipeline & support chatbot

The "Designated AI Operator" Model

One person (Matt) builds and maintains all AI systems. Staff interact only with purpose-built interfaces, never raw AI. This is cleaner, more secure, and eliminates compliance risk from untrained users touching AI directly.

⚠️ Compensation & Board Approval β€” Critical Blocker

Tash's strong recommendation: do NOT start free. Get BACB and KSBSRB approval first, then formalize compensation. This protects Matt's contributions and avoids the pattern of people taking free work indefinitely.

The rule: Proposal and planning only until board approval is secured. No building, no deploying, no free work beyond the initial consultation.

🌍

Bigger Picture β€” Ideas & Observations

AI Job Displacement Timeline

Matt's belief: 90% displacement within 18 months. Getting Tash's company on AI infrastructure now is an early mover advantage. Human-centered services (therapy, ABA, coaching) remain safer longer. Admin roles are the most immediately vulnerable β€” Jana's situation is a real-world preview.

Matt's AI-as-a-Service Potential

This consulting work could formalize into a service offering beyond video production: WordPress fixes hands-free, full websites in 1.5 hours, automated business workflows. The rehab project is the first real case study.

Emotional Load Factor

Tash is carrying enormous weight β€” managing difficult staff while running a company. The Kim situation has a personal sting. Building systems that reduce Tash's direct management burden isn't just efficiency β€” it's sustainability.

Matt's Capacity Window

Currently at 2 projects (vs. usual 6) β€” real bandwidth available. Spring break limits this week (Wed–Fri). Planning and async work only until next Monday, then building can begin (pending board approval progress).

πŸ’»

Equipment Plans

MacBook Strategy