Meetings (5)
Apr 28 3:02PM
Apr 14 9:32AM
Apr 7 5:27PM
Mar 20 2:30PM
Mar 17 12:47PM
Action Items (61)
Apr 28, 2026
Schedule weekly Systems and Tools meeting with Jessica
pending_review · View Meeting
Apr 28, 2026
Confirm new Teamwork project setup and add team members
pending_review · View Meeting
Apr 28, 2026
Determine license level needed for new Teamwork and activate
pending_review · View Meeting
Apr 28, 2026
Organize CTO work in Teamwork by priority
pending_review · View Meeting
Apr 28, 2026
Review automation requests document in Teamwork
pending_review · View Meeting
Apr 28, 2026
Participate in intern hiring process for Systems/Technology role
pending_review · View Meeting
Apr 28, 2026
Clarify social media automation scope and timeline
pending_review · View Meeting
Apr 28, 2026
Review all CTO tasks in Teamwork for completeness
pending_review · View Meeting
Apr 27, 2026
Establish daily 5 AM check-in meetings with Angelique
open · View Meeting
Apr 27, 2026
Determine whether to keep Nancy for 30 more days
open · View Meeting
Apr 27, 2026
Discuss work opportunity with Nancy regarding Pam's business
open · View Meeting
Apr 27, 2026
Cancel all Plant Based Support meetings this week
open · View Meeting
Apr 27, 2026
Review client data sheet for SEO and WordPress services
done · View Meeting
Apr 27, 2026
Develop SEO strategy for 7 SEO clients
open · View Meeting
Apr 27, 2026
Switch from old Teamwork to new Teamwork Builder system
open · View Meeting
Apr 27, 2026
Finalize staffing decisions and communicate with team
open · View Meeting
Apr 27, 2026
Determine Angelique's new title
open · View Meeting
Apr 27, 2026
Send Angelique calendar invite for 5:30 AM meeting
open · View Meeting
Apr 27, 2026
Schedule meeting with Angelique to review video generation workflow
open · View Meeting
Apr 27, 2026
Test new Teamwork system daily and report bugs
done · View Meeting
Apr 27, 2026
Make staffing decisions and conduct termination conversations
open · View Meeting
Apr 27, 2026
Speak with Christy about her performance and potential termination
open · View Meeting
Apr 27, 2026
Hire new SEO specialist to start Monday
open · View Meeting
Apr 27, 2026
Send referral request emails to 45 clients
done · View Meeting
Apr 27, 2026
Transition Dennis to manage all client accounts
done · View Meeting
Apr 27, 2026
Invite Dennis to Reload Charlotte and Value Biz meetings
open · View Meeting
Apr 27, 2026
Expand Angelique's role to include leadership responsibilities
open · View Meeting
Apr 27, 2026
Schedule daily 5:30 AM meetings with Angelique for rest of week
open · View Meeting
Apr 27, 2026
Schedule weekly team meeting for next week
pending_review · View Meeting
Apr 27, 2026
Discuss payroll strategy and cash flow for next 30 days
pending_review · View Meeting
Apr 27, 2026
Remove Martin from Slack
pending_review · View Meeting
Apr 27, 2026
Remove Brett from team systems
pending_review · View Meeting
Apr 27, 2026
Complete landscape/Ashley website build
done · View Meeting
Apr 27, 2026
Respond to Mock Wilkins about industry targeting and SEO strategy
pending_review · View Meeting
Apr 27, 2026
Close old 'Waiting on Customer' tickets
pending_review · View Meeting
Apr 27, 2026
Add events to Lake Norman Magazine website
pending_review · View Meeting
Apr 27, 2026
Reply to Mock Wilkins proposal questions
pending_review · View Meeting
Apr 27, 2026
Request word document from Mock Wilkins for quote system details
pending_review · View Meeting
Apr 27, 2026
Follow up on church lead from sales
pending_review · View Meeting
Apr 27, 2026
Disconnect and reconnect Request mailbox
pending_review · View Meeting
Apr 27, 2026
Review and approve Dennis's invoice
pending_review · View Meeting
Apr 27, 2026
Dennis to call Donald Cook
done · View Meeting
Apr 27, 2026
Dennis to establish himself with remaining 30% of clients
done · View Meeting
Apr 27, 2026
Dennis to contact Lynch Law Firm
done · View Meeting
Apr 27, 2026
Teach team how to merge duplicate tickets
pending_review · View Meeting
Apr 27, 2026
Respond to Forsyth domain change and payment inquiry
done · View Meeting
Apr 27, 2026
Observe meeting with Delane and report back
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on meeting availability
pending_review · View Meeting
Apr 27, 2026
Review Brett's clients with Dennis
done · View Meeting
Apr 27, 2026
Follow up with Brett on missing $1,500 from Value Base
pending_review · View Meeting
Apr 27, 2026
Message Kela directly via Request Mailbox
pending_review · View Meeting
Apr 27, 2026
Log Desk support ticket issues with Teamwork
pending_review · View Meeting
Apr 27, 2026
Investigate domain transfer for Veterans Bridge
done · View Meeting
Apr 27, 2026
Merge duplicate Kela tickets
pending_review · View Meeting
Apr 6, 2026
Establish standard pre-client meeting preparation process
open · View Meeting
Apr 6, 2026
Audit and update Teamwork project management system
open · View Meeting
Apr 6, 2026
Clarify account manager roles and responsibilities
open · View Meeting
Mar 17, 2026
Present COO management vision and plan
done · View Meeting
Mar 17, 2026
Own phone system and email ticketing system improvements
done · View Meeting
Mar 17, 2026
Follow up with Teamwork daily on ticket status
done · View Meeting
Mar 17, 2026
Develop and manage master tracking list
done · View Meeting