Meetings (4)
Apr 27 8:31PM
Apr 15 7:32PM
Apr 14 2:29PM
Apr 7 3:01PM
Action Items (46)
Apr 28, 2026
Evaluate Clustr opportunity with Hugh
done · View Meeting
Apr 28, 2026
Consider Tech CXO account manager role offer
done · View Meeting
Apr 28, 2026
Develop financial model for Tech CXO account manager role
pending_review · 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
Provide proposals for Regal Credit and Rogers & Hollands clients
pending_review · View Meeting
Apr 27, 2026
Confirm Tech CXO contractor structure with HR
pending_review · View Meeting
Apr 27, 2026
Assign Connor and Speaker 2 to Regal Credit account management
pending_review · View Meeting
Apr 27, 2026
Assign account manager to Rogers & Hollands client
pending_review · View Meeting
Apr 27, 2026
Whiteboard Cluster pitch deck and service offerings
done · View Meeting
Apr 27, 2026
Prepare SA MVP demo for Wednesday meeting
done · View Meeting
Apr 27, 2026
Schedule Wednesday SA demo and review session
pending_review · View Meeting
Apr 27, 2026
Audit SA platform and provide feedback
done · View Meeting
Apr 27, 2026
Dry run SA onboarding process
pending_review · View Meeting
Apr 27, 2026
Develop AI Speakers Assessment tool for SA promotion
done · View Meeting
Apr 27, 2026
Get Connor and Speaker 2 plugged into Tech CXO executive office hours
pending_review · View Meeting
Apr 27, 2026
Schedule monthly luncheon learn with Site Labs (Abe)
pending_review · View Meeting
Apr 27, 2026
Follow up on SA implementation with Site Labs
done · View Meeting
Apr 27, 2026
Explore Tech CXO partnership for SA distribution
done · View Meeting
Apr 27, 2026
Prepare for Claude Certified Architects Foundation exam
done · View Meeting
Apr 27, 2026
Confirm Connor's commitment to Cluster
done · View Meeting
Apr 27, 2026
Respond to Bryan on Tech CXO working relationship and current clients
done · View Meeting
Apr 27, 2026
Map out SA feature plan and MVP scope
done · View Meeting
Apr 27, 2026
Develop SA landing page and messaging
done · View Meeting
Apr 27, 2026
Explore Techcxo support for Cluster's billion-dollar engagement
pending_review · View Meeting
Apr 27, 2026
Follow up on Lauren's new TTA relationship announcement
done · View Meeting
Apr 27, 2026
Organize kickoff call and grant paperwork for Sarah/Exis client
pending_review · View Meeting
Apr 27, 2026
Meet with James to discuss CTO role and SDLC improvements
pending_review · View Meeting
Apr 27, 2026
Write proposal for BQuest restructuring
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Wednesday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Friday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest refinement and maintenance planning Friday 09:00-10:00 ET
pending_review · View Meeting
Apr 27, 2026
Cancel or reschedule weekly team meeting this week
pending_review · View Meeting
Apr 27, 2026
Add Bryan to ProductBoard for BQuest project tracking
done · View Meeting
Apr 27, 2026
Inquire about Daniel and new developer rates for BQuest
pending_review · View Meeting
Apr 7, 2026
New client detected: plantbasedsupport.org -- tap to confirm
open · View Meeting