Meetings (7)
Apr 20 9:42AM
Apr 17 9:38AM
Apr 14 9:32AM
Apr 7 5:27PM
Mar 31 7:33PM
Mar 20 2:30PM
Mar 17 1:01PM
Action Items (140)
Apr 28, 2026
Prepare homework on website improvements
done · View Meeting
Apr 28, 2026
Schedule follow-up session with Ashley
open · View Meeting
Apr 28, 2026
Create ticket triage SOP
open · View Meeting
Apr 28, 2026
Clear out Desk ticket backlog
open · View Meeting
Apr 28, 2026
Establish daily standup process for project reviews
open · View Meeting
Apr 28, 2026
Create action items list from meeting transcript
open · View Meeting
Apr 28, 2026
Update Lakeside Living SEO recommendations ticket
open · View Meeting
Apr 28, 2026
Assign April issue ticket to Sergi with QA handoff
open · View Meeting
Apr 28, 2026
Log time against Go Cut Grass project
open · View Meeting
Apr 28, 2026
Update Go Cut Grass dashboard with last contact date
open · View Meeting
Apr 28, 2026
Close stale Relo Charlotte ticket
open · View Meeting
Apr 28, 2026
Implement ticket triage schedule
open · View Meeting
Apr 28, 2026
Find or recreate implementation onboarding form
open · View Meeting
Apr 28, 2026
Update onboarding form for new packages
open · View Meeting
Apr 28, 2026
Identify website sections needing video content
open · View Meeting
Apr 28, 2026
Attend Angelo and Sergi website meeting
open · View Meeting
Apr 28, 2026
Review Next Wave website this week
done · View Meeting
Apr 28, 2026
Add website redesign package options
open · View Meeting
Apr 28, 2026
Create comparison table for website packages
open · View Meeting
Apr 28, 2026
Create vibe code mockup website example
open · View Meeting
Apr 28, 2026
Explore Codex for website building
open · View Meeting
Apr 28, 2026
Research SEO keywords and strategy for Next Wave website
open · View Meeting
Apr 28, 2026
Schedule website strategy meeting
open · View Meeting
Apr 28, 2026
Prepare for Delane meeting with SEO audit findings
pending_review · View Meeting
Apr 28, 2026
Discuss pricing content strategy with Delane
pending_review · View Meeting
Apr 28, 2026
Fix podcast blurb text alignment
pending_review · View Meeting
Apr 28, 2026
Determine allocation of Mark Wilk payment
pending_review · View Meeting
Apr 28, 2026
Create implementation SOP for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Conduct internal kickoff for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Schedule client kickoff call with Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Cancel Lynch Law Wix account
pending_review · View Meeting
Apr 28, 2026
Compile Wix payment list for Bryan
pending_review · View Meeting
Apr 28, 2026
Verify New York ASF credit card assignment
pending_review · View Meeting
Apr 28, 2026
Review Delane SEO audit and create task list for Farhan
pending_review · View Meeting
Apr 28, 2026
Prepare Delane proposal for fixed-price SEO work
pending_review · View Meeting
Apr 28, 2026
Address team communication issue with Brett
pending_review · View Meeting
Apr 28, 2026
Establish ticket routing protocol with Brett
pending_review · View Meeting
Apr 28, 2026
Send landing page tasks to Farhan
pending_review · View Meeting
Apr 28, 2026
Review scraper and blog automation with Farhan
pending_review · View Meeting
Apr 28, 2026
Develop plan for Sergei to learn website development
pending_review · View Meeting
Apr 28, 2026
Increase Dennis's workload and monitor productivity
pending_review · View Meeting
Apr 28, 2026
Review new department-focused agenda structure
pending_review · View Meeting
Apr 28, 2026
Communicate social media automation timeline to Jessica
pending_review · View Meeting
Apr 28, 2026
Clarify ticket handling process with Jessica
pending_review · View Meeting
Apr 28, 2026
Meet with Fox Farms about domain access request
pending_review · View Meeting
Apr 28, 2026
Update credit card information for Wave vendors
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Bahamas Burgers
pending_review · View Meeting
Apr 28, 2026
Push Farhan on social media automation development
pending_review · View Meeting
Apr 28, 2026
Review onboarding documents with Farhan
pending_review · View Meeting
Apr 28, 2026
Assign website image updates to Farhan
pending_review · View Meeting
Apr 28, 2026
Clarify Fernanda invoice and ad management
pending_review · View Meeting
Apr 28, 2026
Get ad account access credentials documented
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Angelique and Dennis for onboarding process review
pending_review · View Meeting
Apr 28, 2026
Test website scraping tool with sample data
pending_review · View Meeting
Apr 28, 2026
Review and edit blog automation document
pending_review · View Meeting
Apr 28, 2026
Adjust recurring invoice for Regalcredit (Care Blackwell)
pending_review · View Meeting
Apr 28, 2026
Adjust manual invoices for Regalcredit
pending_review · View Meeting
Apr 28, 2026
Follow up on Cloudflare DNS access for Veterans Bridge website
pending_review · View Meeting
Apr 28, 2026
Create website maintenance contract for Plantbasedsupport
pending_review · View Meeting
Apr 28, 2026
Clarify Plantbasedsupport contract terms with Jessica
pending_review · View Meeting
Apr 28, 2026
Collect final payment from Michael Bray
pending_review · View Meeting
Apr 28, 2026
Schedule kickoff meeting with Mark Wilkins
pending_review · View Meeting
Apr 28, 2026
Cancel Executive Office Hours project
pending_review · View Meeting
Apr 28, 2026
Process hosting payment for multiple clients
pending_review · View Meeting
Apr 28, 2026
Switch Buck Ideas hosting to monthly billing
pending_review · View Meeting
Apr 28, 2026
Switch all hosting accounts to annual billing
pending_review · View Meeting
Apr 28, 2026
Contact clients about website maintenance plans
pending_review · View Meeting
Apr 28, 2026
Clarify hosting payment responsibility with Angelo and Brian
pending_review · View Meeting
Apr 28, 2026
Verify Farhan is working 40 hours per week
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
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