Session 1 Meeting Notes
Tuesday, 26 May 2026
Attendees: Kathryn, Paul, Kelly, Sean, Siavash, Anurag & Hamish · Apologies: Marco, Nicole, Anna
What Was Covered
Member Introductions
Each member shares their business background and reason for joining CUB.
Target Audience Discussion
Members outline their ideal client profiles and growth ambitions.
Advice Shared with the Group
One key principle or lesson from each member to the group.
Close & Next Steps
Actions agreed and communication channels established.
Introducing the Group
Kathryn — We Who Design
Interior design studio specialising in hospitality and retail environments. Also runs the "We Who Design" education app and platform.
Joined CUB to build confidence, expand her network, and increase event participation.
Paul — That Robot
AI consultancy focused on process efficiency, automation, and platforms such as Microsoft Copilot.
Aims to improve operational performance and build an Australian-owned AI platform with local data sovereignty.
Kelly — Make Tomorrow
Strategic branding consultancy helping businesses define identity beyond marketing execution.
Particularly interested in environmental and climate-focused businesses, and in finding complementary partnerships.
Sean — Protego Risk Group
General insurance adviser and broker with 11 years of industry experience including underwriting.
His key differentiator is claims advocacy and strategic insurance advice tailored for SMEs.
Joined looking for assistance with marketing and sales.
Introducing the Group — Continued
Siavash (Sia) — ClinicSync
Developed a SaaS platform focused on system integration and operational efficiency within the medical sector.
Outside of his business he also lectures and consults on entrepreneurship and innovation through the University of Sydney.
Joined CUB for networking and to offer strategic advice.
Anurag (Anu) — Aperture Accounting
Family-run accounting practice serving SMEs and family businesses. Anurag emphasises proactive client relationships and ongoing advisory services rather than transactional accounting.
Joined CUB to grow his referral network and meet businesses that can introduce new clients.
Hamish Anderson - Three Piece Marketing
Strategically led digital agency. Works to understand business objectives and commercial outcomes before making any marketing recommendation.
- Custom dashboards that interpret disparate marketing streams into a single clear view
- An AI platform that sits on client websites to simplify complex information
- Services spanning strategy, website development, lead generation, search marketing, social media, and content
Hamish is keen to connect with CUB businesses interested in collaborating to deliver holistic, end-to-end services to shared clients.
Ideal Client Profiles at a Glance
In the second part of the session, members shared their preferred client profiles and growth objectives
The intent is that the list below provides a valuable foundation for generating relevant referrals within our KOR group.
Hamish — Three Piece Marketing
Businesses seeking strategic marketing support with a direct link to measurable commercial outcomes and ROI.
They know they need a better way to do marketing
Paul — That Robot
SMEs looking to improve operational efficiency, reduce risk, and implement practical AI solutions.
Willing to work with businesses that feel out of their depth in this area.
Kelly — Make Tomorrow
Growth-stage businesses, rebrands, environmentally focused organisations, and complementary agency partnerships.
Sean — Protego Risk Group
Small and medium-sized businesses requiring professional insurance advice and active claims support.
Kathryn — We Who Design
Hospitality and retail businesses, project managers, landlords, fit-out managers, and business owners undertaking space transformations.
Siavash — ClinicSync
Medical practices, healthcare providers, and consultants servicing the healthcare sector requiring integration and efficiency solutions.
Anurag — Aperture Accounting
SMEs and family businesses seeking proactive accounting and ongoing business advice — not just tax returns.
Key Lessons — One Principle from Each Member
Kathryn
"The first step is the hardest — once you begin, momentum follows."
Hamish
"Add context and tell people something they don't know — When you teach something unique, it creates far greater marketing resonance and impact."
Kelly
"Your brand is far more than a logo — visual elements (the eys candy) come after strategy, purpose, and positioning."
Sean
"You get out what you put into networking — invest genuine time in building real relationships, not just contacts."
Siavash
"Iterate towards being part of the business, not the business — build systems that reduce your personal dependence."
Anurag
"Be open, present, and genuinely listen — it makes people feel truly valued."
What Tied the Conversation Together
Across all introductions and discussions, five clear themes emerged that reflect the shared values and ambitions of this group.
🤝 Authentic Relationships
Genuine connection — in networking and client service — was cited as foundational by multiple members.
🔗 Referral Networks
Building stronger professional networks that ultimately generate quality, warm referral opportunities across industries.
We are all here to help each other.
📈 Long-Term Relationships
A few members detailed their desire to transition away from project-based work toward sustained, advisory-led client relationships.
🏆 Specialisation as Differentiator
We all offer something unique, so we can leverage the deep expertise and niche positioning each of us have as a competitive edge, with potential to work with other member's respective markets.
⚙️ Scalable Businesses
Creating scalable businesses through systems, process improvement, AI, and strategic positioning.
Actions Agreed
Hamish Will
- Circulate these meeting notes to all members
- Set up a WhatsApp Group to facilitate regular communication between meetings
- Encourage all members to meet one-on-one with others in the group ahead of Session 2
All Members Are Encouraged To
- Reach out individually to one or more group members for a coffee or brief catch-up
- Reflect on their target client profiles so referrals can be made with confidence and accuracy
- Come prepared for Session 2 with updates on any connections or conversations that have emerged from this session
CUB KOR Group: