Meetings (2)
Apr 14 7:29PM
Apr 7 5:27PM
Action Items (38)
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
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Apr 27, 2026
Discuss work opportunity with Nancy regarding Pam's business
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Apr 27, 2026
Cancel all Plant Based Support meetings this week
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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
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Apr 27, 2026
Switch from old Teamwork to new Teamwork Builder system
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Apr 27, 2026
Finalize staffing decisions and communicate with team
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Apr 27, 2026
Determine Angelique's new title
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Apr 27, 2026
Send Angelique calendar invite for 5:30 AM meeting
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Apr 27, 2026
Schedule meeting with Angelique to review video generation workflow
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Apr 27, 2026
Test new Teamwork system daily and report bugs
done · View Meeting
Apr 27, 2026
Make staffing decisions and conduct termination conversations
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Apr 27, 2026
Speak with Christy about her performance and potential termination
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Apr 27, 2026
Hire new SEO specialist to start Monday
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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
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Apr 27, 2026
Schedule daily 5:30 AM meetings with Angelique for rest of week
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Apr 27, 2026
Discuss offline with Kelly regarding Martin communication
done · View Meeting
Apr 27, 2026
Send Kelly documentation and voice notes
pending_review · View Meeting
Apr 27, 2026
Assess outstanding SEO tasks for Reloan Valuebiz client
pending_review · View Meeting
Apr 27, 2026
Close tickets for ten-day swim domain issue
pending_review · View Meeting
Apr 27, 2026
Finalize landscaping website
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Jessica and clarify board involvement
pending_review · View Meeting
Apr 27, 2026
Set up payment processing system for incoming funds
pending_review · View Meeting
Apr 27, 2026
Meet with Martin about marketing strategy
pending_review · View Meeting
Apr 27, 2026
Evaluate Martin's value delivery against $1,100 monthly cost
pending_review · View Meeting
Apr 27, 2026
Determine if Jericho's start date needs to be pushed or if hire is lost
pending_review · View Meeting
Apr 27, 2026
Clarify invoice approval and payment process with Trianty (dentist)
pending_review · View Meeting
Apr 27, 2026
Discuss offline with Kelly regarding Christie and legal situation
done · View Meeting
Apr 27, 2026
Update payroll sheet with client cancellations
pending_review · View Meeting
Apr 27, 2026
Review SEO client list and create action plan
pending_review · View Meeting
Apr 27, 2026
Send team communication about payroll situation
pending_review · View Meeting
Apr 27, 2026
Create spreadsheet of money owed and payment plan
pending_review · View Meeting
Apr 27, 2026
Decide on Nancy's employment status
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on client account ownership and task management
pending_review · View Meeting