Dan Mayer's advertising request reviewed and approved — 2026-09-11

Dan submitted an Advertising Request Form through JotForm at 2:42 PM ET and pinged JT on Teams in the same minute. JT reviewed and approved within fifty minutes. First direct exchange between JT and Dan on the record.

Summary

• 2:42 PM ET: JotForm notified JT of an "Ad Request for Dan Mayer" (advisor and submitter both Dan). Dan's Teams message at the same minute has an empty body — a share or card the connector cannot read; "them" in JT's reply implies more than one item.
• 2:46 PM ET: JT said he would look "here in a minute."
• 3:33 PM ET: "Everything looks good. I submitted the approval email that you should have received, so you're good to go here."
• What the advertising material was is not on the record; the JotForm submission itself holds it.

Decisions

• JT: Dan's advertising request approved 2026-09-11.

They asked me for

• Dan Mayer: compliance review of his advertising request. Done same day.

I asked them for

• Nothing raised.

Concerns and frustrations raised

• Nothing raised.

What they are focused on

• Dan Mayer: getting a marketing piece cleared.

Doable / not doable / needs a decision

• Nothing pending.

Action items

Mine

• Nothing owed. — (Notion: not pushed)

Theirs

• Nothing pending.

Suggestions for me

• Nothing to add; the approval is in the JotForm record.

Notable quotes

"Everything looks good. I submitted the approval email that you should have received, so you're good to go here." — Jeffrey Thomas