Quan's Current Context & Arc - February 2026
Generated from recent meeting notes analysis
Date: 2026-02-09
🎯 Core Life Philosophy & Constraints
"Ski Your Age" Goal = Systems Thinking
- Target: 40+ ski days/year (currently at 28 days)
- Not leisure - it's a state amplifier, learning platform ("lean forward = control")
- Design constraint: Life must be automated enough to allow this without everything falling apart
- Forcing function: To hit 40 days requires delegation, automation, and trust in team autonomy
Quote: "In order for that to happen without everything falling apart, you've got to get everything else lined up to allow you to do that."
First-Principles Thinking Applied to Life
- Engineer applying consciousness exploration to business operations
- Physical recovery from skiing = metaphor for business approach
- Mountain teaches counterintuitive lessons: steeper = lean in more (not pull back)
- Testing AI co-evolution as next frontier after consciousness healing
🏢 Two Businesses, Two Modes
ZTAG ($2.3M revenue → $100M target in 3 years)
Vision: Every classroom in America has ZTAG (wearable game platform)
- ~10 years in development
- Product-market fit with after-school/camp market (last 4 years)
- Grant-funded (ELOP, CCLC cycles drive purchasing)
- Origin story: Logan at comic convention - shy, bullied kid transformed into hero over 4 days
- Mission: Cross digital games with physical sports, speak modern kids' language
- Background: Built interactive systems for theme parks → applied to kids
Current Phase: Organizational restructuring + solving the "combination lock" problem
Gantom Lighting (with Charlie)
Focus: Tariff management, margin optimization (60% target), professional lighting
- Deep Sky financial analysis driving pricing
- Trump 2025 tariffs creating complexity (Section 301, Fentanyl, Universal)
- Chris Balint managing quotes, HS codes, blending margins across projects
- Large projects allow loss-leaders on small items (diffusion filters, adapters = relationship grease)
🔄 Major Organizational Realignment (Active Now)
The "Role Clarity" Initiative
Context: Feb 6 meeting with Charlie, Kris, Carmee
Problem identified:
- Roles overlapping, unclear boundaries
- Kris (Partner Relations) feels she's blocking sales progress
- Carmee (Sales Operations) uncertain about scope/confidence
- Demo responsibility misaligned
Solution emerging:
Kris → Community Builder / Partner Relations
- County Office of Education relationships (multi-district leverage)
- Conference/trade show coordination (route visits efficiently)
- Exploring "career pathway" curriculum (entrepreneurship clubs using ZTAG)
- NOT doing demos, NOT front-line sales pitches
Carmee → "ZTAG Pathfinder" / Sales Operations
- Own the process: lead routing, quote generation, document management
- NOT demos (route to Steve), NOT district-level strategy (route to Kris)
- Learning to speak different languages for different buyer personas
- Exploring newsletter/MailChimp, design skills (Paula collaboration on docs)
- Enrolling in Udemy courses (sales, marketing)
Steve → Demo King / Playmaker Support
- Has equipment, training expertise
- "Just see what I'm doing" attitude - let product speak
- Training IS the demo
- Takes pressure off Kris/Carmee
Philosophy: No "salesperson" title at ZTAG
- Sales is end-to-end team effort (conference → routing → docs → PO → playmaker support)
- Compensation tied to team results, not individual commission
- Even external resellers denied commission structure
🔓 The "Combination Lock" Problem
Social Media vs. Conference Leads = Fundamental Mismatch
Conference Leads (HIGH conversion):
- ✅ Embodied experience (peers present, hands-on)
- ✅ Primed mindset (time blocked, open to new info)
- ✅ Social proof (colleagues nodding, group validation)
- ✅ Authority (approved to attend, gather info for school)
Social Media Leads (LOW conversion):
- ❌ Casual browsing ("between classes, sitting on toilet")
- ❌ Alone in wilderness (no peer validation, high reputational risk)
- ❌ Platform mismatch: Admins on LinkedIn (efficacy language), Teachers on TikTok/Instagram (engagement language)
- ❌ $10K price tag = career risk for individual teacher to advocate
The Chinese Communist Party Analogy:
"A leader doesn't want to make mistakes among their peers, so they just want to do the conservative thing. If they see ZTAG as a shiny new thing, they're probably not going to go and say, oh, look at me, I found this thing, because they don't want to risk their reputation."
The "Unlock" Sequence (New Strategy)
Inspired by ed100.org research (budget flows: state → county → district → site → teacher)
Problem: Money is there (billions allocated), but teacher authority = ~$3K max
Solution: $3K Pilot Program (2-month trial)
- Teacher sees ZTAG on social media (casual discovery)
- Offer $3K pilot (within principal approval authority, no district needed)
- Steve onboards, runs training for 2 months
- Invite admins, other schools to visit during trial
- End of trial: "We're taking it back" → school says "Wait, we want to keep it!"
- $3K converts toward full system purchase if metrics met (attendance, engagement)
Key innovation: Reverse the order. Prove it first (low-risk), then escalate to district.
Analogy: "Combination lock - you need three numbers in the RIGHT ORDER to unlock the budget."
Measurement: Track over 2 months, check measurable improvements (attendance, engagement)
Expected outcome: 100x current revenue potential if combination unlocks district-wide rollouts
🤝 Key People & Relationships
Team (ZTAG)
- Charlie - Co-parent, business partner, social media catalyst, strategic sounding board
- Kris Neal - Shifting to partner relations, community building, has district-level connections
- Carmee Sarvida - Sales operations, process owner, learning sales/marketing, Philippines-based
- Steve - Latest addition, demo/training expert, has equipment, former teacher (entrepreneurial, bought ZTAG with own money)
- Paula - Document formatting, works with Carmee on collateral
- Chris Balint - Gantom pricing/quotes, tariff management, margin optimization
External / Development
- Ryan Summers - Working with Malachi on game platform development, using Claude + ChatGPT (Cursor), making progress on architecture work
- Malachi - Code review, mentoring Ryan, deep/detailed feedback loop
- Jae - Oregon-based, Taekwondo instructor (40 years), sports academy owner, interested in ZTAG for behavior correction + team sport structure, sees future in "fun learning through physical activity"
Strategic Partners
- Deep Sky - Financial analysis partner, dictating 60% margin targets for Gantom
- Philip (context unclear, but relays Deep Sky requirements)
- Lionel - Works with Chris on Gantom quotes, brings customer budget constraints
🧩 Strategic Themes & Patterns
1. Embodiment Over Distance
- Conference leads = embodied (physical presence, peer validation)
- Social media leads = distant (alone, unvalidated, high risk)
- Solution: Create embodiment BEFORE the sale (pilot program)
2. The Right Language for the Right Persona
- Teachers: TikTok/Instagram, engagement/fun language
- Administrators: LinkedIn, attendance/efficacy/curriculum language
- Career pathway: Technical term in the industry (entrepreneurship curriculum opportunity)
3. Budget Authority Tiers
Teacher/Site: ~$3K
Principal: ~$3-5K
District: $10K+ (full systems)
Strategy must match authority level.
4. Team Orchestration Over Individual Heroes
- "Sales is not one person start-to-finish"
- Role clarity = knowing where your responsibility ends and begins
- GWC framework: Get it, Want it, Capacity to do it
- Living experiment: Try roles, see what energizes/drains, refactor
5. Trust + Autonomy = Scalability
"I love that things run without me having to monitor it. Because I trust things are moving in the right direction." (Re: Ryan + Malachi)
This is the end goal: systems that run without founder bottleneck.
6. No Commission = Aligned Incentives
- Rejecting traditional sales commission model
- Team bonus structure tied to overall results
- Protects culture: "We're here to support people who are interested and route them to the right path"
🔬 Current Experiments
1. AI Co-Evolution (Personal)
- OpenClaw + Minnie implementation (accelerated 12-month plan to ~2 weeks)
- Testing whether AI can be genuine partner vs. tool
- "Ski Your Age" forcing function requires this level of automation
2. Social Media → Embodiment Pipeline (ZTAG)
- $3K pilot program (untested, "this is still an experiment")
- Measure: attendance improvements, engagement metrics over 2 months
- Success = 100x revenue unlock if district-wide rollouts follow
3. Role Realignment (ZTAG)
- Kris → Partner Relations + Community
- Carmee → Pathfinder / Process Owner
- Steve → Demo + Playmaker Support
- Paula → Collateral formatting
- Measuring: Does this reduce friction? Increase energy? Improve results?
4. Game Platform Development (Background)
- Ryan + Malachi building creator tools ("platform where you can start creating games on your own")
- Ryan using Claude + ChatGPT together (cross-reference, catch bugs)
- Architecture work → enable future game creation without deep coding
💭 Mental Models & Philosophies
On Mistakes & Risk
"The teacher in their work setting, they just don't want to make mistakes. It's almost like in the Chinese Communist Party, like, a leader doesn't want to make mistakes among their peers, so they just want to do the conservative thing."
→ Design around risk aversion, don't fight it.
On Video Games & Development
"My background: built interactive systems for theme parks → applied to kids"
"Games weren't all bad. Some of my best friends were through playing video games. I learned to type, use computers, communication skills."
→ Digital isn't enemy, misapplied digital is.
On Behavior Correction
"If you just follow good video game design and interactive practices, it self-regulates. Everybody follows the same rules. The computer prevents cheating. Versus real world behavior, people come from all sorts of backgrounds... how often would you get into an argument with a kid?"
→ System design > willpower-based behavior change.
On Compensation
"We don't want to have the word commission in anything we do... we're going to be properly compensated for the overall results of the team."
→ Reject zero-sum, embrace collective success.
On Learning
"I also want to be explicit... compensation will be related to this task and how well you perform... anytime you need additional help or resources or even things to say, I'm happy to do some more AI-backed research and send you some material."
→ Support growth, measure results, resource the team.
🎯 Current Focus Areas (Priority Order)
1. ZTAG Role Clarity (Immediate)
- Finalize Kris/Carmee/Steve responsibilities
- Document workflows, handoff points
- Test for 30-60 days, measure energy/friction
2. Social Media → Embodiment Pilot (Next 2 months)
- Build $3K pilot program offer
- Create onboarding materials for pilot schools
- Track metrics: attendance, engagement, admin visits
- Measure conversion: pilot → full purchase
3. Tariff/Margin Optimization (Gantom - Ongoing)
- Monitor HS code changes (Yo-Yo → Lisa → Chris pipeline)
- Maintain 60% margin on large projects
- Use loss-leaders strategically (diffusion filters, adapters)
4. Conference Pipeline (ZTAG - Seasonal)
- Kris coordinating trade show visits efficiently
- Steve handling demos, PD training
- Carmee routing leads post-conference
5. AI Automation Layer (Personal/Operational)
- Minnie building context, reducing cognitive load
- Meeting notes → pre-meeting context
- Calendar + email + grant cycles integrated
🧠 What Quan is Thinking About
Near-term (Weeks)
- "Did this role realignment reduce friction or just move it?"
- "Can we convert social media leads with the $3K pilot?"
- "How do I maintain 40 ski days without things falling apart?"
Mid-term (Months)
- "Is the combination lock sequence right: pilot → proof → district?"
- "Can Carmee become the expert in routing + documents?"
- "Does the team have GWC (Get/Want/Capacity) clarity now?"
Long-term (Years)
- "ZTAG in every classroom in America" (PC era 2.0, but wearable)
- "Can we 100x revenue by unlocking district-wide rollouts?"
- "What does co-evolution with AI actually look like?"
🔗 Connections to Timeline Context
Four-Generation Only Son
Responsibility, pressure to succeed, separation trauma → drive for connection
This shows up in:
- ZTAG origin story (Logan, the bullied kid → transformed → connection)
- Team philosophy (no commission, collective success)
- AI co-evolution (genuine partnership, not transactional tool use)
First-Principles Engineer → Consciousness Explorer
Materialist skeptic → healed L4-L5 through meditation (MRI-validated)
This shows up in:
- "Lean forward into the steep hill" (counterintuitive = correct)
- System design over willpower ("good game design self-regulates")
- Ski Your Age = forcing function for systems thinking
Survived the Gauntlet (2019-2021)
COVID, embezzlement, product recalls, battery fires
This shows up in:
- Role clarity obsession (clear boundaries prevent chaos)
- Trust + autonomy (things must run without me)
- Margin discipline (Deep Sky 60% requirement, tariff management)
📝 Key Insights for Minnie
1. Embodiment is the unlock
When preparing meeting briefs, surface: Who has Quan met in person? What conferences connected them? Physical presence = trust signal.
2. The "combination lock" metaphor is everywhere
Budget authority, role clarity, pilot sequence - it's always: RIGHT STEPS IN RIGHT ORDER.
3. Quan delegates, but needs confidence
"I love that things run without me" BUT he's checking in (Ryan meeting, Carmee 1:1, Kris group).
Pattern: Empower, then verify. If it works, hands off completely.
4. No manufactured urgency
Social media leads fail partly because there's artificial pressure ("buy now!").
ZTAG strategy: "We're taking it back" (creates organic urgency through loss aversion).
5. Language matters
Career pathway = technical term. Pathfinder vs. Salesperson = different mental model.
Use his vocabulary, not generic business speak.
6. Ski days are non-negotiable
Any automation that enables more ski days without business collapse = high value.
Current: 28 days. Target: 40+. Gap: 12 days = systems not optimized yet.
🎯 How This Informs Minnie's Role
Morning Briefings Should:
- Surface past meeting context BEFORE today's calls
- Highlight embodiment history (conference connections, in-person meetings)
- Flag budget authority levels for today's prospects
- Note role clarity (who should handle what in today's pipeline)
Grant Cycle Tracking Should:
- Map to budget authority tiers ($3K pilot vs. $10K district)
- Track conference → lead → pilot → purchase sequence
- Surface "combination lock" insights (what sequence worked?)
Email Triage Should:
- Recognize ZTAG vs. Gantom context switches
- Flag tariff/margin questions (Gantom) vs. role clarity (ZTAG)
- Identify embodied leads (conference mentions) vs. cold social
Role Clarity Monitoring:
- Track Kris/Carmee/Steve handoffs
- Surface friction points in meetings
- Note energy/drain signals in conversations
🔮 Predictions & Hypotheses
If $3K Pilot Works:
- Social media conversion will spike
- District-level rollouts become standard path
- ZTAG revenue could 10x in 12-18 months
If Role Clarity Lands:
- Quan's ski days increase (less operational friction)
- Team autonomy increases (fewer check-ins needed)
- Carmee becomes ZTAG expert in 12 months (per conversation)
If AI Co-Evolution Succeeds:
- Quan hits 40+ ski days without business suffering
- Minnie becomes model for founder automation
- Other founders see "Ski Your Age" as viable goal
End of analysis. This document should be updated after major meetings or strategic shifts.