MAGNET PRODUCTIONS
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The JARVIS Initiative · Vision Brief · Confidential

Your business.
Organized.
Finally.

Magnet Productions has spent 30 years producing unforgettable trade show experiences. This is the plan to make running the company as impressive as the shows themselves.

30+ years of operations Airtable foundation in progress Preferred RSAC vendor
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01 — The Company

30 years of producing
the impossible at trade shows.

Magnet Productions is a trade show production company that turns exhibitor booths into experiences. A magician who escapes from a straitjacket while talking about security. An infotainer who weaves a company's core message into a crowd-stopping performance. Presenters, crowd gatherers, booth staff support — all carefully cast, contracted, and coordinated across dozens of shows a year.

Magnet is a preferred vendor at RSAC, one of the largest cybersecurity conferences in the world — meaning clients come to them. The business works. The operations, by Ken's own admission, are held together by willpower, memory, and one brilliantly color-coded Google Calendar.

30+
Years producing trade show experiences
20+
Clients at a single show (RSAC)
45+
Contractors coordinated at peak events
100s
Independent contractors across all cities and skill sets

"I have a color-coded Google Calendar that I've been using as a CRM for twenty years. And you know what? It's worked. Until now."

— Ken Newman, Founder · Magnet Productions

02 — The Problem

A production company running
on memory and luck.

Magnet Productions operates on a level of operational complexity that would buckle most companies — dozens of contractors, multiple simultaneous shows, clients across every industry, and a team split across time zones. Yet the system holding it together is one man's calendar, one assistant in the Philippines, and decades of muscle memory.

It works — until it doesn't. A missed IC agreement the night before a show. An exhibitor pass not submitted in time. A perfectly qualified talent not in the folder when the brief came in. These aren't failures of effort. They're failures of system.

Current "CRM" — Ken's Color-Coded Google Calendar

Red Not Magnet — personal music commitments. Off limits.
Yellow A meeting. Somewhere. With someone. Check the notes.
Green Pending client — in negotiation, being courted, dragged forward monthly.
Blue Booked contract. Show is happening. Contractors need to know.
⚠ All client history, show details, follow-up notes, and last contact dates live in individual calendar entry notes — unstructured, unsearchable, invisible to Irish, and inaccessible when Ken is unavailable.
📋

IC agreements sent too late — or forgotten

Independent contractor agreements have been missed the night before a show. Talent is uncomfortable. Ken is stressed. Irish is in a different time zone and didn't know.

Show risk
🎫

Exhibitor passes not submitted in time

If a contractor doesn't have an exhibitor pass, they can't get on the floor before the show starts. No rehearsal. No setup. No show. This has to be tracked automatically, not remembered.

Show risk
🗃️

Talent database is a folder — not a system

Hundreds of crowd gatherers, presenters, and infotainers organized by city — in files of unknown freshness. Some may have moved. Some may have retired. Some may have relocated to Vegas and become flight attendants.

Revenue loss
🌏

Time zone gap breaks the workflow

Ken is in Mexico. Irish is in the Philippines. A task that needs to be confirmed takes 12 hours just to verify. By then the window has passed — or Ken has forgotten he asked.

Efficiency gap
📊

Friday report is manual — and shouldn't be

Irish spends time each week writing a status report that should auto-generate. That time should go toward finding new markets and clients, not summarizing what already exists in the system.

Efficiency gap

03 — The Solution Stack

The right tools,
in the right order.

This isn't about throwing AI at everything. It's about building a foundation that's reliable, then layering intelligence on top of it — each piece knowing its role, doing it well, and handing off cleanly to the next. Irish's instinct to start with Airtable was exactly right.

🗄️
Airtable The structured database — clients, talent, shows, checklists, contracts. The foundation. Already being built by Irish. In Progress
Zapier / Make The automation layer — IC agreements trigger DocuSign, exhibitor pass reminders fire automatically, follow-ups send themselves. Phase 2
📅
Google Calendar Ken's institutional memory — integrates directly with Airtable via free API. Calendar data flows into the system rather than living in isolation. Phase 2
🧠
Claude / JARVIS The intelligence layer — sits on top of all structured data, answers questions in plain language, generates reports, flags risks, matches talent. Phase 3
📁
Google Drive Document storage — contracts, presentations, SOPs, talent materials. Connected to the system so documents are findable, not just stored. Ongoing
📧
Outlook / Email Inbound inquiry response — AI-drafted replies in Ken's voice for standard questions. Ranges, services, Calendly links. Human reviews before sending. Phase 2

Not a Ferrari to drive to the grocery store.

Ken tried Salesforce years ago and walked away — rightly. It was overkill. What Magnet needs isn't the most powerful system. It's the right system: one that reflects how Magnet actually works, grows as the team grows, and doesn't require Ken to become a software engineer to use it. That's what we're building.

04 — Immediate Wins

The things that get
better right away.

Before any AI layer, before any intelligence dashboard — there are five things that become measurably better the moment Airtable is complete and connected. These aren't future-state ideas. They're the cost of doing nothing solved.

What Gets Automated First

IC agreement → DocuSign triggerHigh
Exhibitor pass reminder (auto)High
Weekly status report (auto-gen)High
Deposit confirmation trackingMed
Inbound inquiry auto-responseMed
Contract follow-up sequenceMed

What Ken & Irish Can Ask the System

"Who still hasn't submitted their exhibitor pass for RSAC?"
"Which clients from last year haven't been contacted yet this cycle?"
"Has the deposit been received for the October show?"
"Generate Irish's Friday report based on this week's activity."
✓ Contractor agreement for RSAC talent sent and signed — no action needed.
⚠ 3 contractors for World of Concrete haven't confirmed hours. Follow up needed.

05 — Talent Intelligence

The right person,
in the right city, for the right show.

One of Magnet's most valuable and most underused assets is its talent network — hundreds of performers, presenters, and crowd gatherers across every major market. Right now, that network lives in folders of unknown vintage. The JARVIS Initiative turns it into a searchable, filterable, living database where finding the right person takes seconds, not hours of digging.

Chicago

Infotainer / Magician

Straitjacket escape Security messaging B2B audiences
Active · Available Q3

Las Vegas

Crowd Gatherer

Badge scanning Elevator pitch Booth intro
Active · Flight attendant — flexible travel

New York

Presenter

PowerPoint decks IT / SaaS Audience Q&A
Needs status check · Last contact 2023

San Francisco

Booth Staff Support

Lead generation Food services exp. Bilingual
Active · Preferred for Bay Area shows

The ask that gets answered in 10 seconds instead of 2 hours: "I need a crowd gatherer with food services experience in Las Vegas who's available for a mid-size booth at World of Concrete in February." Instead of digging through folders — the system tells you. Instantly. With a status that's current, not years old.

06 — The Weekly Intelligence Layer

Monday morning.
Everything you need. Nothing you don't.

Ken asks Irish for a Friday report every week. Irish spends time writing it. Ken reads it Monday. The JARVIS Initiative turns this into something that generates itself — pulling from Airtable, calendar, emails, and contract status — so Irish can spend that time on work that actually grows the business.

📋

Auto-generated status report

Every Monday morning: here's what's in progress, what's overdue, what was completed, and what needs a decision from Ken. No manual compilation. No Friday afternoon lost to formatting.

⚠️

Flagged items that need eyes

The system knows what's supposed to happen before every show. When something's missing — a signature, a deposit, a pass application — it surfaces to both Ken and Irish in real time, not 12 hours later.

🎯

Lead re-engagement prompts

"You haven't contacted these 8 pending clients in over 30 days." The calendar drag-and-forget method, systematized. The Brain remembers who's been quiet — Ken decides what to do about it.

📬

AI-drafted inbound responses

When a new inquiry comes in saying "tell me about Magnet" — a draft response goes into Outlook in Ken's voice: services overview, price range ($3K–$35K), Calendly link. Ken reviews. Ken sends.

🌍

Time zone bridge

Tasks are logged, visible, and flagged — not dependent on catching each other online. When Irish starts her day in Manila, she sees exactly what's needed. Ken sees confirmation when it's done.

📈

Irish focused on strategy

The goal isn't to replace Irish — it's to get her out of manual tasks and into market research, new verticals, and outreach strategy. That's where her time is most valuable to the business.

07 — Build Roadmap

Baby steps.
That compound.

1

Complete Airtable — clean the foundation

Irish finishes inputting talent, clients, shows, checklists. Then: export and review. Ken identifies who's gone, who's moved, what's outdated. The database gets its first honest audit in years. Automated emails go out to all contractors: are you still active? Still in this city? Still doing this?

In Progress with Irish
2

Connect Google Calendar → Airtable

Ken's color-coded calendar stops being a silo. Green entries flow into Airtable as pending clients. Blue entries trigger show checklists. Twenty years of institutional memory gets a system behind it — without changing how Ken works.

Weeks 2–4
3

Automate the show checklist — IC agreements, passes, deposits

For every booked show: a checklist of what needs to happen activates automatically. IC agreement not sent? Zapier sends it and pings Irish. Exhibitor pass not confirmed 3 weeks out? Reminder fires. Deposit outstanding? Follow-up drafts itself. These are never forgotten again.

Weeks 4–7
4

Add the intelligence layer — weekly reports, talent matching, AI drafts

Claude connects to Airtable. Auto-generated weekly reports go to both Ken and Irish. Talent matching becomes a query, not a search. Inbound email responses get AI-drafted in Ken's voice. Irish's Friday afternoon gets freed up for the work only she can do.

Month 2–3
5

JARVIS — the full picture, always available

A dashboard where Ken can see — at a glance — every active show, every contractor status, every pending client, and every flag that needs his attention. Not a CRM he has to fill in. A system that already knows, because it's connected to where everything happens. Ken in Mexico, Irish in Manila, business running like they're both in the same room.

Month 4+

08 — How It Works for Your Team

Three people.
One source of truth.

The system isn't for everyone — it's for the people who need to run Magnet. Ken sees the full picture. Irish sees what she needs to act on. Talent and clients see only what's relevant to them.

Ken

Full View

  • All shows, all contractors, all status
  • Client pipeline & revenue signals
  • Weekly auto-generated summary
  • Flagged items needing decisions
  • Talent matching by city & skill
  • Full AI chat access

Irish

Operations View

  • Active show checklists
  • Outstanding contracts & agreements
  • Contractor communication queue
  • Flagged tasks needing action
  • Auto-generated Friday report

Talent / Clients

Limited Portal

  • Their own show details & hours
  • Contract & agreement status
  • Pass application reminders
  • Contact info only relevant to them

09 — The Vision

A self-perpetuating business.
From wherever you are.

What Magnet becomes when the system works.

Ken described it perfectly: a business that runs well enough that at the end of the month, someone says "hey, you want to take that trip to Machu Picchu? I think it just got paid for." That's not a fantasy — that's what happens when operations stop requiring constant personal oversight.

JARVIS doesn't replace Ken's judgment, Ken's relationships, or Ken's 30 years of knowing exactly which performer to put in front of which audience. It handles the business of business — the IC agreements, the pass applications, the follow-up sequences, the status reports — so Ken can focus on the part that only Ken can do.

And it gets better every month. Every show added to Airtable, every contractor status updated, every new email response drafted — the system learns what Magnet does and gets sharper at supporting it. That's not a CRM. That's a competitive advantage.

Shows that run without panic Irish focused on growth, not admin Talent matched in seconds No more forgotten IC agreements Ken in Mexico, business humming A system that earns trust over time

Magnet Productions · The JARVIS Initiative

30 years of shows.
Time to run the business like one.

BizLadder has helped make Magnet Productions findable. JARVIS makes it runnable — from anywhere, by anyone on the team, without anyone needing to hold it all in their head.