Meetings (6)
Apr 28 1:01PM
Apr 8 5:02PM
Apr 7 3:01PM
Mar 31 1:01PM
Mar 17 1:01PM
May 23 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Decisions (9)
Apr 28, 2026
Launch as five for current rock cycle
Decided to launch 'as five' for this rock cycle now that the team knows what they're doing and have measurable objective...
Apr 28, 2026
Set May 1st deadline for design changes and completion
Committed to completing all design changes and related deliverables by May 1st for the current rock cycle.
Apr 28, 2026
Implemented Linear to Teams MCP automation
Approved the creation of a Linear to Teams MCP that automatically syncs all Teams tasks and transcripts to Linear every ...
Apr 28, 2026
Created weekly Ellton report automation in Claude
Decided to automate the weekly Ellton report generation in Claude to run every Wednesday, pulling data from the Linear s...
Apr 28, 2026
Replaced Java role with Linear to Cloud Code integration
Decided to replace the Java role with Linear to Cloud Code using team connector for improved reliability and integration...
Apr 28, 2026
Refactor Timer Architecture
Decided to completely refactor the Timer architecture rather than patch existing defects. The new architecture will foll...
Apr 28, 2026
Approve Infrastructure Load Testing
Approved the infrastructure load testing and concurrent users capacity demonstration, which is now complete and ready fo...
Apr 28, 2026
Thinkative product readiness assessment
Bryan confirmed that the Thinkative product is ready for sale with security and compliance at an A/A- level after patche...
Apr 28, 2026
Offer extended to Ashley for Head of Commercial role
Morris decided to extend an offer to Ashley, who previously served as founding go-to-market person at Alma (a psychiatry...
Action Items (134)
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
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
Follow up with Brett on Google Groups approval
open · View Meeting
Apr 27, 2026
Schedule lunch meeting with Brett
open · View Meeting
Apr 7, 2026
New client detected: plantbasedsupport.org -- tap to confirm
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