Monday · April 20, 2026 · Week 17
Three items need you
before 9am.
Good morning, Chris. Revenue pacing +12% to plan, pipeline covers 4.2× quota, and three items need a decision this week. Full read: eight minutes. Your 10:30 with Paul has a prep note queued.
Needs your attention
Sanderson Pad 14 · margin at 6.1% · MSA reset call with Mike Reeves this week
AG.02 · Job Costing
Pad 14 is tracking 12pp below the Pad 11–13 cohort. Superintendent rate gap ($55 billed vs $62.50 MSA ceiling) accounts for $1,260 on this job and will repeat on Pads 15–17 unless the rate card is reset. Mike Reeves is receptive — Apr 15 call transcript queued.
EPA OOOOb · 38 pneumatic retrofits pending · Jul 1 deadline
AG.13 · Reg Intel
Bronco Operating (client) has 38 of 100 pneumatic controllers pending zero-bleed retrofit with a July 1 deadline. AFE of ~$142K is drafted but not yet board-approved. Penalty exposure: $47K/day/unit. Board meeting Apr 24 is the forcing function.
Ridgeline PL-047 · Class A dig-up required within 5 days
AG.10 · Pipeline Integrity
AN-14289 at milepoint 67.4 · 38% wall loss. PHMSA 192.933 requires dig within 5 calendar days. Corva has contractor capacity. Your call: Meridian bids the civil work or passes to incumbent. Historical win rate on these: 72%.
Numbers · week over week
Q2 revenue pace
$4.8M
+12% vs plan
Pipeline · weighted
$14.2M
4.2× quota
Portfolio margin
14.8%
target 18%
Days cash on hand
62d
+6d WoW
Signals · market & pipeline
Apr 15 · 09:00
Investor day
Sanderson Energy · $200M Permian capex announced for 2026
Investor-day transcript references 8 basins, 2 new rig contracts, accelerated pad development. Meridian holds MSAs covering 4 of 8. Sequence launched Apr 15; 4 follow-ups in flight.
Sequence · live
Apr 12 · 14:22
Refinery bulletin
Phillips 66 · Sweeny Q3 turnaround scheduled
Est. $380K–$620K scope. Active MSA; historically supply mob and logistics. Capability reminder drafted for Tom Núñez.
Draft ready
Apr 09 · 07:15
FERC filing
Apex Midstream · 84-mile Bakken gathering system
Commissioning Q4. 3 opportunities identified in the filing; match confidence 72%. BD assignment requested.
BD · assign
Apr 04 · 16:00
PE filing
Westland Builders · acquired by Meridian Capital
Post-acquisition pattern: vendor consolidation, opex focus. Not a direct Meridian customer; referral via Cascade available. Added to watchlist.
Watchlist
People & ops
Hiring · close
Integrity Engineer · Ridgeline
Final-round Apr 22 · Sarah Chen · offer letter drafted · referenced comp benchmarks attached
Cert · expiring
OSHA 510 · 2 supervisors
M. Reynolds, D. Kowalski · expire May 31 · re-certify block booked Apr 28
Utilization · flag
Crew 3 · below 72%
3 weeks < target · pad-work slot opens May 6 (Pad 16 if awarded)
Compiled 06:58 CDT · source agents · AG.02 · AG.10 · AG.13 · AG.16 · AG.19
Read time · 8 min
Demo note. Every item on this page is sourced from another agent. Margin from AG.02 Job Costing. Compliance from AG.13. Integrity from AG.10. Signals from AG.16. People from AG.19. This is the "one platform" moment — the CEO sees one page; the agents do the work.
KPI dashboard · Q2 2026
The 12 numbers the CEO cares about, trending. Updated hourly from operational agents.
Q2 revenue · pace
$4.8M
+12% vs plan · $14.4M FY pace
Gross margin
14.8%
−3.2pp vs 18% target
Pipeline · weighted
$14.2M
47 opportunities · 4.2× coverage
Bid win rate · T12M
51%
+13pp vs prior year
Days cash on hand
62d
+6d WoW · comfortable
Open AR · >60d
$412K
4 accounts · Apex at 58d trending
Compliance gaps open
6
2 critical · OOOOb + PHMSA A
Crew utilization
84%
Crew 3 below target at 72%
Safety · recordables YTD
0
Last incident · Q4 2025 · 186 days
Active jobs
8
6 on track · 2 at risk
Stale pipeline · re-engaged
$3.4M
Last 90d · $1.8M progressed
Customer NPS · T12M
62
Top: Sanderson 78 · Bottom: Maverick 34
Revenue · 6-month trailing vs plan
Margin · by job · current quarter
Meeting prep · next 7 days
Auto-generated prep notes per attendee. Talking points, recent history, open items.
Board meeting · Q1 review
PDPaul DeMarcoChair · Board
CBChris BostonCEO
CRCaleb ReeceBoard
JHJ. HernandezBoard · CFO
Apr 24
10:00 CDT · Thu
Key decisions at this meeting
- Pneumatic retrofit AFE — $142K · approve, phase, or defer (compliance deadline forcing)
- Sanderson MSA reset discussion — authorize rate card update or hold for August renewal
- Crew expansion — crew 4 hire decision · conditional on Pad 16/17 win
Talking points · Paul
- Pad 14 margin pain — framed as rate-card timing, not execution
- Pipeline coverage 4.2× · win rate 51% (up from 38%) · estimate accuracy ±4%
- Bronco pneumatic exposure · stipulated penalty math · AFE urgency
- Brand validation · 3 new Permian conversations tied to Sanderson investor day
Open items since last board
From Feb 20 board: Motive API integration (complete Apr 8) · WEX fuel feed (complete Apr 10) · Marsh blind demo (delivered Apr 15) · Meridian + Agentropic branding alignment (ongoing).
Sanderson QBR · Q1 review + Q2 planning
MRMike ReevesSanderson · VP Ops
JPJenny ParkSanderson · Procurement
CBChris BostonMeridian · CEO
May 5
14:00 CDT · Mon
Key decisions at this meeting
- Rate card reset for Superintendent, Pickup w/ Tools, Excavator 170 mapping
- Pad 16–17 bid — formal response strategy
- Q2–Q3 crew allocation for Permian expansion (if basins in scope)
Talking points · Mike Reeves
- Q1 delivery: 4 pads, avg TAT 70 days, 100% on-spec turnover
- Pad 14 margin conversation — direct, not defensive
- Permian capex match: Meridian MSAs cover 4 of 8 announced basins
- Bid-response capability: 2.4-day turnaround now standard
Historical context
Last QBR Jan 15 (97 days ago). Outcomes: committed to Q2 acceleration on pad cadence. Follow-ups closed: Motive API, FieldCap daily ingest. Relationship health: 84/100, up from 78 last quarter.
Q2 2026 board pack · draft
Pre-assembled from live agent data. Paul reviews · Chris approves · distribute 48 hours ahead.
Q2 2026 · Board Pack · Meridian Construction
Executing to plan.
Three decisions ahead.
Revenue paces +12% to plan. Pipeline covers 4.2× quota. Compliance posture trends improving but one critical deadline forces action this quarter. Margin remains below target on two legacy jobs — addressed in Sanderson QBR May 5.
Contents · 8 sections · ~28 slides
01
CEO letter & Q1 summaryRevenue, margin, wins, lessons
CEO
02
Financial reviewP&L, balance sheet, AR/AP, cash
AG.01 · FINANCE
03
Operations review · job-levelPer-job margin, hours, utilization
AG.02 · JOBS
04
Commercial · pipeline & bidsPipeline, win rate, forecast
AG.16 · AG.04
05
Compliance · EH&S & regulatoryOOOOb, OSHA, PHMSA status
AG.13 · REG INTEL
06
Integrity · pipeline portfolioClass A/B items, ILI pipeline
AG.10 · INTEGRITY
07
People & safetyHiring, utilization, recordables
AG.19 · HR
08
Decisions requestedAFE approval, MSA reset, crew hire
CEO
Assembled automatically from 7 agents — not "drafted by AI" in the scary sense. Every number is sourced, every chart is reproducible from the operating platform. The board gets the narrative in the voice of the CEO; the data is integrated and traceable.
Decision log · T12M
Every tracked decision, owner, date, and outcome. The institutional memory that isn't in one person's head.
Date
Decision
Owner
Status
Outcome
Apr 10 2026
Accept Calder tech-enablement engagementPaul-sourced · board-seat consideration
CB · CEO
Done
On plan
Apr 08 2026
Approve Motive GPS + WEX feed integration$0 · existing contracts · Q2 close
CR · Ops
Shipped
Complete
Apr 02 2026
Hire integrity engineer · RidgelineBudgeted · offer stage
CB · CEO
In flight
Pending
Mar 18 2026
Price Pad 14 at submitted rateAcknowledged margin risk · cycle-timing tradeoff
CB · CEO
Done
Margin at 6.1% · lesson logged
Mar 05 2026
Adopt blind-demo pattern for prospect callsMarsh insurance use case
PD · Board
Shipped
Marsh referral pipeline + 3
Feb 12 2026
Upgrade safety training cadence to quarterlyOSHA 510 + 500 requalification · all supervisors
JH · HR
Done
Zero recordables YTD