Meetings (3)
Apr 7 1:04PM
Mar 17 8:05PM
Mar 17 1:01PM
Action Items (54)
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
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Apr 27, 2026
Implement automated survey for event attendance and feedback
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Apr 27, 2026
Clarify attendance tracking methodology
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Apr 27, 2026
Investigate podcast aggregator software
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Apr 27, 2026
Fix duplicate Zoom links in volunteer meeting calendar invite
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Apr 27, 2026
Clarify Glenn Laly movie discussion
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Apr 27, 2026
Add net change and weekly retention percentage to membership slide
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Apr 27, 2026
Clarify paid members calculation in Circle dashboard
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Apr 27, 2026
Open support ticket with Circle for membership data discrepancy
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Apr 27, 2026
Provide slides to team one day before meeting
done · View Meeting
Apr 27, 2026
Clarify post tracking methodology across platforms
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Apr 27, 2026
Clarify podcast analytics metrics across platforms
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Apr 27, 2026
Request podcast subscriber data from Podtize
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Apr 27, 2026
Define automation priorities and SOP workflows
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Apr 27, 2026
Send automation priority suggestions to Bryan
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Apr 27, 2026
Meet with Bryan to prioritize automation projects
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Apr 27, 2026
Finalize blog automation with Nextwave
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Apr 27, 2026
Test video generation software for social media
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Apr 27, 2026
Clarify Realm Plants affiliate relationship
done · View Meeting
Mar 17, 2026
Align Bequest meetings and confirm scheduling
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Mar 17, 2026
Finalize and send two proposals
open · View Meeting
Mar 17, 2026
Send selected headshot to client
done · View Meeting
Mar 17, 2026
Research retainer-based billing models
open · View Meeting
Mar 17, 2026
Update Total CSR proposal objectives
done · View Meeting
Mar 17, 2026
Reconcile Total CSR recruiting hours before month-end submission
open · View Meeting
Mar 17, 2026
Review videos and resumes for Total CSR candidates
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