Discovery Call
Artifact info
Title:

Discovery Call - Source of Synergy

Engagement:

Source of Synergy Website

Client:

Source of Synergy

Meeting Date:
April 7, 2025
Next Meeting Date:
December 22, 2025
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December 30, 2025
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December 15, 2025
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December 3, 2025
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November 19, 2025
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People
James Redenbaugh
Barbara Layton
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Meeting Summary

Overview

During the Initial Consultation meeting between Barbara Layton, executive director of the Source of Synergy Foundation, and James Redenbaugh, the discussion focused on revamping the Foundation's outdated website while maintaining a clear separation yet connection between the Source of Synergy and Evolutionary Leaders platforms. They shared updates about their personal lives and explored the website's shortcomings, emphasizing the need for a more exciting design that conveys the organization’s mission during challenging times. James outlined his collaborative website development process, offering two budget-friendly models: a comprehensive build or a monthly iterative approach, which Barbara preferred due to budget constraints. They agreed on creating a proposal, discussing future collaboration, and leveraging their attendance at upcoming events for potential content creation. Action items included James sending proposal details to Barbara and her reviewing this with the Foundation's president, Diane Williams.

Auto Notes
Introduction and Background (00:05 - 07:52)
  • Barbara and James exchanged personal updates, including James' upcoming wedding.
  • Barbara introduced herself as executive director of the Source of Synergy Foundation.
  • Barbara reached out to James after seeing his work on the Hola Movement website.
  • Source of Synergy Foundation's current website is outdated and needs improvement.
  • James has previous experience with many Evolutionary Leaders through his work with Enlighten X magazine.
  • Barbara explained that the Evolutionary Leaders is the main initiative of Source of Synergy Foundation.
  • The organization is preparing for an upcoming retreat in Santa Barbara followed by the Illuminate Film Festival.
Website Needs and Vision (07:53 - 20:20)
  • Barbara shared the need to keep Source of Synergy and Evolutionary Leaders websites separate but connected.
  • James shared his experience working with other Evolutionary Leaders like Paul Atkins and Dustin Diperna.
  • Barbara explained the current website's shortcomings - outdated, not exciting, unclear purpose.
  • Source of Synergy aims to show how synergy is relevant during times of great change.
  • The foundation focuses on deepening relationships between individuals, organizations, and communities.
  • The Synergy Circle initiative includes different focus areas: artists, political, educational, and media.
  • James shared that IRIS in IRIS Co-Creative stands for intuitive, relational, and intersubjective.Both agreed on the importance of collaboration and connection rather than political reactivity.
Website Development Process (20:20 - 35:15)
  • James described his process for creating brands and websites, starting with getting to know the organization.
  • He believes organizations have their own energy and intelligence that needs to be understood.
  • James conducts vision sessions to explore shapes, colors, patterns that resonate with the organization.
  • James recommends focusing on timeless elements like ratios, shapes, geometry, and colors.
  • James proposed two working models: a full ground-up website build (starting at $7,500) or a monthly model.
  • The monthly model allows for more iterative development starting at $2,000 per month.
  • Barbara indicated that budget constraints would make the monthly, iterative approach more feasible.
  • James explained they could focus on addressing major pain points and low-hanging fruit first.
️ Implementation Plan and Future Collaboration (35:15 - 44:07)
  • James will send Barbara information about their monthly model and a proposal summary.
  • They discussed the possibility of working with the existing WordPress site or building an MVP in Webflow.
  • James mentioned integrating his 'place between us' technology for connecting groups across time.
  • James and Barbara will both be attending the Holo Movement event in Asheville.
  • James offered to bring photography and video equipment to the event for possible content creation.
  • They discussed regenerative farming initiatives and other mutual interests.
  • Barbara will review James' proposal with Diane, the president of Source of Synergy.

Action items

James Redenbaugh

  • Send information about the monthly development model to Barbara (35:13)
  • Create a proposal summary based on their conversation (37:19)
  • Analyze Source of Synergy's website to identify pain points and low-hanging fruit (34:35)
  • Look at the schedule and workload to determine when work could begin (37:16)

Barbara Layton

  • Review James' proposal with Diane Williams, president of Source of Synergy (40:12)
  • Look up Highland Lake Cove information that James will text (43:31)

Relevant Initiatives

Brand Refinement

Priority: 
Medium
Size: 
S
Completing
Transcript