Meetings (11)
Apr 28 3:02PM
Apr 28 1:01PM
Apr 21 1:23PM
Apr 14 1PM
Apr 8 5:02PM
Apr 7 3:01PM
Apr 7 1:04PM
Mar 31 1:01PM
Mar 24 12:31PM
Mar 17 7:31PM
Mar 17 1:01PM
Action Items (213)
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 28, 2026
Establish consistent Slack response protocol
pending_review · View Meeting
Apr 28, 2026
Review dashboard metrics changes
pending_review · View Meeting
Apr 28, 2026
Set up Otter meeting recorder account
pending_review · View Meeting
Apr 28, 2026
Investigate Phenicity bank connection
pending_review · View Meeting
Apr 28, 2026
Search for Jeff Palmer video in Brett's email
done · View Meeting
Apr 28, 2026
Clarify member funnel tracking and retention metrics
pending_review · View Meeting
Apr 28, 2026
Fix Google Ads tracking and activation
pending_review · View Meeting
Apr 28, 2026
Verify website analytics data accuracy
done · View Meeting
Apr 28, 2026
Establish affiliate partnership strategy
pending_review · View Meeting
Apr 28, 2026
Finalize podcast influencer collaborations
pending_review · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: PBS Weekly Leadership Meeting (L10) (PBS)
done · View Meeting
Apr 28, 2026
Develop intern onboarding structure
open · View Meeting
Apr 28, 2026
Hire community intern
open · View Meeting
Apr 28, 2026
Hire marketing intern
open · View Meeting
Apr 28, 2026
Finalize impact report page and launch
open · View Meeting
Apr 28, 2026
Coordinate impact report public launch
open · View Meeting
Apr 28, 2026
Create LinkedIn post for impact report
open · View Meeting
Apr 28, 2026
Notify board members and volunteers about impact report
open · View Meeting
Apr 28, 2026
Polish Circle community spaces
open · View Meeting
Apr 28, 2026
Separate nonprofit and for-profit operations
open · View Meeting
Apr 28, 2026
Investigate teleprompter app options
open · View Meeting
Apr 28, 2026
Post volunteer facilitator poll in Circle community
open · View Meeting
Apr 28, 2026
Conduct volunteer facilitator training call
open · View Meeting
Apr 28, 2026
Create WhatsApp facilitator group and rotation schedule
open · View Meeting
Apr 28, 2026
Collect unpaid membership payments
open · View Meeting
Apr 28, 2026
Test Circle welcome package automations
open · View Meeting
Apr 28, 2026
Roll out new slide deck
open · View Meeting
Apr 28, 2026
Track podcast analytics across platforms
open · View Meeting
Apr 28, 2026
Find Jeff Palmer's 'Game Changing Breakthrough Protein' video
open · View Meeting
Apr 28, 2026
Request Jeff Palmer video from Nicole Fogelman
open · View Meeting
Apr 28, 2026
Create commercials task list in Teamwork
open · View Meeting
Apr 28, 2026
Develop commercial scripts and creative direction
open · View Meeting
Apr 28, 2026
Discuss passport commercial with Andrea
open · View Meeting
Apr 28, 2026
Prepare merchandise sales tax setup
open · View Meeting
Apr 28, 2026
Finalize blog automation and error resolution
open · View Meeting
Apr 28, 2026
Respond to Vilan Hawkins about Circle calendar events
open · View Meeting
Apr 28, 2026
Add SOP note about placeholder facilitators
open · View Meeting
Apr 28, 2026
Create guest speaker prep packet
open · View Meeting
Apr 28, 2026
Check on Karen Ramsey's event status
open · View Meeting
Apr 28, 2026
Ensure guest speaker recordings are collected
open · View Meeting
Apr 28, 2026
Include Robert Cheek in Best of 2026 collection
open · View Meeting
Apr 28, 2026
Promote Robert Cheek's book 'Moving Medicine Forward'
open · View Meeting
Apr 28, 2026
Explore recorded event viewing data in Circle
open · View Meeting
Apr 28, 2026
Experiment with non-evening event times
open · View Meeting
Apr 28, 2026
Record impact reflection video with Jessica
open · View Meeting
Apr 28, 2026
Update Plant Based Living 2025 landing page per Claude mockup
open · View Meeting
Apr 28, 2026
Finalize metrics list for 2026
open · View Meeting
Apr 28, 2026
Unify Circle and dashboard statistics
open · View Meeting
Apr 28, 2026
Implement actual event attendance tracking
open · View Meeting
Apr 28, 2026
Claim podcast listings on Spotify and Apple Music
open · View Meeting
Apr 28, 2026
Subscribe to podcast on multiple platforms
done · View Meeting
Apr 28, 2026
Investigate Facebook account merging and separation options
open · View Meeting
Apr 28, 2026
Set up Google Tag Manager integration in Circle
open · View Meeting
Apr 28, 2026
Schedule Google Ads training with Angelique and Andrea
open · View Meeting
Apr 28, 2026
Restore Jessica's Teamwork task permissions
open · View Meeting
Apr 28, 2026
Explore Teamwork alternatives for nonprofit
open · View Meeting
Apr 28, 2026
Refine Circle event calendar task in Teamwork
open · View Meeting
Apr 28, 2026
Post Dr. Akel's event to Circle calendar
open · View Meeting
Apr 28, 2026
Post Patrice's event to Circle calendar
open · View Meeting
Apr 28, 2026
Create volunteer facilitator criteria document
open · View Meeting
Apr 28, 2026
Activate volunteer engagement for content creation
open · View Meeting
Apr 28, 2026
Launch Food for Life instruction program
open · View Meeting
Apr 28, 2026
Implement coupon code tracking in dashboard
open · View Meeting
Apr 28, 2026
Create board member referral QR codes
open · View Meeting
Apr 28, 2026
Develop pay-it-forward membership campaign
open · View Meeting
Apr 28, 2026
Optimize SEO for health keywords
open · View Meeting
Apr 28, 2026
Finalize board agreement and governance documents
open · View Meeting
Apr 28, 2026
Improve membership paywall and conversion flow
open · View Meeting
Apr 28, 2026
Share Vanguard campaign with board networks
done · View Meeting
Apr 28, 2026
Explore Vegan Summerfest partnership
open · View Meeting
Apr 28, 2026
Participate in VegeMichigan events
open · View Meeting
Apr 28, 2026
Launch PBS merchandise collection
open · View Meeting
Apr 28, 2026
Focus on financial metrics and sustainability
open · View Meeting
Apr 28, 2026
Expand board to increase fundraising capacity
open · View Meeting
Apr 28, 2026
Stagger annual donations for cash flow
open · View Meeting
Apr 28, 2026
Increase podcast release frequency
done · View Meeting
Apr 28, 2026
Research PCRM Food for Life pricing
open · View Meeting
Apr 28, 2026
Reactivate Google Ads backend work
open · View Meeting
Apr 28, 2026
Finalize Circle data metrics and formulas
open · View Meeting
Apr 28, 2026
Collect board pledge signatures
open · View Meeting
Apr 28, 2026
Improve dashboard graphs and visualization
open · View Meeting
Apr 28, 2026
Build social media automation engine
open · View Meeting
Apr 28, 2026
Teach team vibe coding and Claude AI
open · View Meeting
Apr 28, 2026
Explore Circle replacement platform
open · View Meeting
Apr 28, 2026
Track RSVP attendance metrics
open · View Meeting
Apr 28, 2026
Optimize Google Ad Grant spending
open · View Meeting
Apr 28, 2026
Follow up on Vanguard campaign donations
open · View Meeting
Apr 28, 2026
Set up CRM for email campaigns
open · View Meeting
Apr 28, 2026
Resolve Circle reporting discrepancies
open · View Meeting
Apr 28, 2026
Convert free members to paid tier
open · View Meeting
Apr 28, 2026
Develop affiliate partnerships
open · View Meeting
Apr 28, 2026
Publish podcast episodes on schedule
open · View Meeting
Apr 28, 2026
Secure Dr. Michael Gregor for podcast
open · View Meeting
Apr 28, 2026
Optimize nonprofit tool discounts
open · View Meeting
Apr 28, 2026
Transition from paid Slack to free nonprofit Slack
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: PBS | Weekly Mtg (PBS)
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: Plant Based Support Board Meeting (PBS)
open · View Meeting
Apr 27, 2026
Map Q2 member funnel work to Teamwork task
open · View Meeting
Apr 27, 2026
Build dashboard for weekly metrics reporting
open · View Meeting
Apr 27, 2026
Provide list of variables for metrics dashboard
open · View Meeting
Apr 27, 2026
Verify Circle dashboard time filter functionality
done · View Meeting
Apr 27, 2026
Update dashboard to show time-period-specific totals
open · View Meeting
Apr 27, 2026
Add coupon code tracking to Circle dashboard
open · View Meeting
Apr 27, 2026
Check if Circle API exposes event data for RSVP/attendance tracking
open · View Meeting
Apr 27, 2026
Implement automated survey for event attendance and feedback
open · View Meeting
Apr 27, 2026
Clarify attendance tracking methodology
open · View Meeting
Apr 27, 2026
Investigate podcast aggregator software
open · View Meeting
Apr 27, 2026
Fix duplicate Zoom links in volunteer meeting calendar invite
open · View Meeting
Apr 27, 2026
Clarify Glenn Laly movie discussion
open · View Meeting
Apr 27, 2026
Add net change and weekly retention percentage to membership slide
open · View Meeting
Apr 27, 2026
Clarify paid members calculation in Circle dashboard
open · View Meeting
Apr 27, 2026
Open support ticket with Circle for membership data discrepancy
open · View Meeting
Apr 27, 2026
Provide slides to team one day before meeting
done · View Meeting
Apr 27, 2026
Clarify post tracking methodology across platforms
open · View Meeting
Apr 27, 2026
Clarify podcast analytics metrics across platforms
open · View Meeting
Apr 27, 2026
Request podcast subscriber data from Podtize
open · View Meeting
Apr 27, 2026
Define automation priorities and SOP workflows
open · View Meeting
Apr 27, 2026
Send automation priority suggestions to Bryan
open · View Meeting
Apr 27, 2026
Meet with Bryan to prioritize automation projects
open · View Meeting
Apr 27, 2026
Finalize blog automation with Nextwave
open · View Meeting
Apr 27, 2026
Test video generation software for social media
open · View Meeting
Apr 27, 2026
Clarify Realm Plants affiliate relationship
done · View Meeting
Apr 27, 2026
Investigate GoDaddy charge and domain management
open · View Meeting
Apr 27, 2026
Research WIS website renewal and TechSoup discount
open · View Meeting
Apr 27, 2026
Establish decision-making framework for Bryan and Jessica meetings
open · View Meeting
Apr 27, 2026
Revise board pledge document
open · View Meeting
Apr 27, 2026
Prepare board meeting presentation on financials
open · View Meeting
Apr 27, 2026
Identify and recruit additional board members for donations
open · View Meeting
Apr 27, 2026
Unlock member payment collection automation
open · View Meeting
Apr 27, 2026
Establish monthly financial meeting cadence
open · View Meeting
Apr 27, 2026
Document board member donation expectations and timeline
open · View Meeting
Apr 27, 2026
Implement donor recognition strategy
open · View Meeting
Apr 27, 2026
Confirm handshake agreement with Paul on monthly deficit coverage
open · View Meeting
Apr 27, 2026
Follow up with Paul on financials and concerns
open · View Meeting
Apr 27, 2026
Define business requirements for attendance tracking automation
pending_review · View Meeting
Apr 27, 2026
Review and refine weekly scorecard reporting
done · View Meeting
Apr 27, 2026
Provide maintenance contract to team
pending_review · View Meeting
Apr 27, 2026
Submit top 5 automation requests
pending_review · View Meeting
Apr 27, 2026
Schedule automation prioritization meeting
pending_review · View Meeting
Apr 27, 2026
Establish 48-hour response acknowledgment protocol
done · View Meeting
Apr 27, 2026
Clarify go-to person for general questions
pending_review · View Meeting
Apr 27, 2026
Reconcile Circle data dashboard metrics
done · View Meeting
Apr 27, 2026
Meet with Zmina to review dashboard metrics
pending_review · View Meeting
Apr 27, 2026
Download and archive Circle recordings to Google Drive
pending_review · View Meeting
Apr 27, 2026
Create Teamwork task for Circle storage cleanup
pending_review · View Meeting
Apr 27, 2026
Send dummy credit card number to team
pending_review · View Meeting
Apr 27, 2026
Post dummy card and coupon code to Slack
pending_review · View Meeting
Apr 27, 2026
Tag test user accounts in reporting
done · View Meeting
Apr 27, 2026
Contact Next Wave about blog post Slack channel
pending_review · View Meeting
Apr 27, 2026
Share Ashley's email address with team
pending_review · View Meeting
Apr 27, 2026
Share Farhan's email address with team
pending_review · View Meeting
Apr 27, 2026
Reach out to culinary curators about recipes
pending_review · View Meeting
Apr 27, 2026
Publish existing recipes from drive
done · View Meeting
Apr 27, 2026
Speak with Farhan about attendance tracking automation
pending_review · View Meeting
Apr 27, 2026
Set up recurring manual attendance tracking task
done · View Meeting
Apr 27, 2026
Coordinate Charlotte Ambassador event launch
pending_review · View Meeting
Apr 27, 2026
Identify Detroit Ambassador candidate
pending_review · View Meeting
Apr 27, 2026
Launch call for Detroit Ambassador applications
pending_review · View Meeting
Apr 27, 2026
Review website issues and prioritize for Next Wave
pending_review · View Meeting
Apr 27, 2026
Update website logo quality
done · View Meeting
Apr 27, 2026
Discuss website strategy and vibe coding approach
pending_review · View Meeting
Apr 27, 2026
Chip away at website improvements weekly
done · View Meeting
Apr 27, 2026
Send dashboard adjustment list via Slack
done · View Meeting
Apr 27, 2026
Establish process for task management in Teamwork
pending_review · View Meeting
Apr 27, 2026
Recover Slack messages from workspace transition
pending_review · View Meeting
Apr 27, 2026
Discuss Slack recovery priorities with Jessica
done · View Meeting
Apr 27, 2026
Schedule Google Ads support meeting with Next Wave
pending_review · View Meeting
Apr 27, 2026
Send Next Wave portal link to Zmina
pending_review · View Meeting
Apr 27, 2026
Escalate Zoom attendance automation issue to Next Wave
pending_review · View Meeting
Apr 7, 2026
New client detected: plantbasedsupport.org -- tap to confirm
open · View Meeting
Apr 6, 2026
Complete 2026 impact report list
open · View Meeting
Apr 6, 2026
Set up Q2 rocks in Teamwork with task structure
open · View Meeting
Apr 6, 2026
Schedule follow-up time for full quarterly planning
open · View Meeting
Mar 17, 2026
Plan annual Passport launch strategy for January
done · View Meeting
Mar 17, 2026
Coordinate with Nextwave to revise Passport landing page format
done · View Meeting
Mar 17, 2026
Finalize Passport speaker list and categorization
done · View Meeting
Mar 17, 2026
Coordinate with video editor on Passport trailer (optional)
delegated · View Meeting
Mar 17, 2026
Explore Circle paywall payment options with Gemini
done · View Meeting
Mar 17, 2026
Clarify Nextwave project requirements and improve communication
done · View Meeting
Mar 17, 2026
Review Nextwave Passport landing page and provide feedback
done · View Meeting
Mar 17, 2026
Create Passport 2026 Circle paywall
delegated · View Meeting
Mar 17, 2026
Finalize Passport 2026 product strategy and pricing
delegated · View Meeting
Mar 17, 2026
Establish recurring meeting schedule with Jessica
open · View Meeting
Mar 17, 2026
Debrief on Glenn Merzer's passport assessment
done · View Meeting
Mar 17, 2026
Send calendar invite for Q2 planning meeting
done · View Meeting
Mar 17, 2026
Update Slack notification settings
done · View Meeting
Mar 17, 2026
Review and approve generated blog posts
done · View Meeting
Mar 17, 2026
Review and approve generated blog posts
done · View Meeting
Mar 17, 2026
Consider inviting Juliana Heber for podcast and event
done · View Meeting
Mar 17, 2026
Share free membership list for review
done · View Meeting
Mar 17, 2026
Request update to 'looking ahead' section
done · View Meeting
Mar 17, 2026
Update SOP document with Potaize blog post URL step
done · View Meeting
Mar 17, 2026
Send team-agreed values to Next Wave
done · View Meeting
Mar 17, 2026
Request visual improvements to values section
done · View Meeting
Mar 17, 2026
Reword 'True Impact' claims section
done · View Meeting
Mar 17, 2026
Gather community testimonials for impact report
done · View Meeting
Mar 17, 2026
Meet with Zmina to discuss impact report statistics
done · View Meeting
Mar 17, 2026
Send calendar invite for Saturday 9am meeting
done · View Meeting
Mar 17, 2026
Check Coursera for free Google Ads courses
done · View Meeting
Mar 17, 2026
Inform Andrea of Google Ads requirements
done · View Meeting
Mar 17, 2026
Create Google Ads statistics slide for weekly metrics
done · View Meeting
Mar 17, 2026
Create Slack channel for Google Ads updates
done · View Meeting
Mar 17, 2026
Request Google Ads tutorial from Google
done · View Meeting
Mar 17, 2026
Remove pbnsg@gmail account from Google Ads access
done · View Meeting
Mar 17, 2026
Follow up with Andrea on social media strategy status
done · View Meeting