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Eileen

person
34 meetings, 22 decisions, 229 action items
Meetings (34)
Apr 27 1:08PM
Apr 24 3:31PM
Apr 23 12:31PM
Aug 21 12AM
Aug 14 12AM
Aug 13 12AM
Jun 20 12AM
Busy (copy) Zenara Health
Jun 16 12AM
Busy (copy) Zenara Health
Jun 11 12AM
Jun 10 12AM
Apr 25 12AM
Apr 4 12AM
Apr 4 12AM
Mar 17 12AM
Mar 14 12AM
Mar 10 12AM
Feb 28 12AM
Ravi / Bryan (IMH copy) Zenara Health
Decisions (22)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
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
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
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 (229)
Apr 27, 2026
Prepare for Thinkative meeting Wednesday morning
open · View Meeting
Apr 27, 2026
Make offer to Eileen for TPM position
open · View Meeting
Apr 27, 2026
Research co-working spaces in Las Vegas
open · View Meeting
Apr 27, 2026
Secure high-roller suite at Encore Las Vegas
open · View Meeting
Apr 27, 2026
Develop facilitation questions for Vegas strategy session
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Apr 27, 2026
Explore hiring EOS implementer for Vegas facilitation
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Apr 27, 2026
Formalize and centralize strategic vision document
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Apr 27, 2026
Determine Thinkative vs. internal resource allocation for CCM customization
open · View Meeting
Apr 27, 2026
Evaluate Epic CCM source code for customization approach
open · View Meeting
Apr 27, 2026
Validate work list and status reporting functionality in current platform
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Apr 27, 2026
Create gap analysis between product documentation and current platform
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Apr 27, 2026
Review Airtable Scriber user stories and screens
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Apr 27, 2026
Create workflow diagram for Airtable Scriber
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Apr 27, 2026
Send Airtable Scriber screens and workflow to Eileen for formal approval
open · View Meeting
Apr 27, 2026
Investigate email limit error with Wit and Grid
open · View Meeting
Apr 27, 2026
Define scenarios and pointers for care plan update screen
open · View Meeting
Apr 27, 2026
Review filter button design and micro-interactions
done · View Meeting
Apr 27, 2026
Check technical feasibility of multiple selection in filters
done · View Meeting
Apr 27, 2026
Improve card content structure and realism
done · View Meeting
Apr 27, 2026
Clarify care plan update workflow and template addition logic
open · View Meeting
Apr 27, 2026
Update project dashboard with current sprint status
open · View Meeting
Apr 27, 2026
Complete UAT sign-off for Sprint 4
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Apr 27, 2026
Redefine test scripts for all sprints starting with Sprint 1
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Apr 27, 2026
Document missing items and issues in Jira for previous sprints
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Apr 27, 2026
Allocate development resources to fix bugs in previous sprints
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Apr 27, 2026
Fix insurance requirement issue in patient addition workflow
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Apr 27, 2026
Pause new sprint development (Sprints 8-9) until previous sprints closed
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Apr 27, 2026
Conduct discovery process with NeuroCoach
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Apr 27, 2026
Integrate backend with frontend prototype
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Apr 27, 2026
Connect prompt flows to Varon's MVP and optimize AI layer
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Apr 27, 2026
Finalize V0 frontend and prepare for deployment
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Apr 27, 2026
Build AI-powered development infrastructure
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Apr 27, 2026
Review Thinkific platform assessment materials
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Apr 27, 2026
Schedule weekend/Monday working session with Jazz
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Apr 27, 2026
Finalize NeuroCoach investment and service agreements
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Apr 27, 2026
Test product in production at IP before NeuroCoach rollout
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Apr 27, 2026
Establish clear approval process and ownership framework
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Apr 27, 2026
Clarify end-of-December deadline and production deployment plan
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Apr 27, 2026
Get phase two requirements documented within two weeks
open · View Meeting
Apr 27, 2026
Mobilize lab quickly
open · View Meeting
Apr 27, 2026
Conduct EOS 90-minute orientation with Ed and Eileen
done · View Meeting
Apr 27, 2026
Confirm meeting space and suite upgrade at Encore
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Apr 27, 2026
Order whiteboard and dry erase markers
open · View Meeting
Apr 27, 2026
Order large sticky notes (2x3 feet) and dry erase markers
open · View Meeting
Apr 27, 2026
Bring small sticky notes to offsite
done · View Meeting
Apr 27, 2026
Finalize Shelley's consulting arrangement
open · View Meeting
Apr 27, 2026
Transcribe Thursday meeting for post-session analysis
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Apr 27, 2026
Prepare EOS framework for Thursday meeting
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Apr 27, 2026
Finalize contract with Ganesh and Scott
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Apr 27, 2026
Interview the team
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Apr 27, 2026
Work with Ganesh on next steps and company SLA framework
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Apr 27, 2026
Develop roadmap for finance, hiring, and product definition
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Apr 27, 2026
Evaluate Eileen's fit for integrator/project management role
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Apr 27, 2026
Check if Eileen was copied on Ganesh scheduling email
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Apr 27, 2026
Create billing plan for Ravi's consulting services
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Apr 27, 2026
Figure out LLM analysis testing approach for transcripts
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Apr 27, 2026
Reply to Ganesh about scheduling meeting
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Apr 27, 2026
Align SOW milestones with RV1 application expectations
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Apr 27, 2026
Define MVP requirements for IMHV1 with Ravi
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Apr 27, 2026
Review and document TCLM-AC Assessment Service line implementation
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Apr 27, 2026
Clarify Thinkative/EKMD platform acquisition strategy
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Apr 27, 2026
Prepare basic scaffolding for Interlace Health project review
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Apr 27, 2026
Map out automation workflow and API strategy with Eileen
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Apr 27, 2026
Review and finalize comprehensive SOOW with all functionality options
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Apr 27, 2026
Establish UI architecture standards with development team
open · View Meeting
Apr 27, 2026
Discuss UI/UX approach and designer involvement with Eileen
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Apr 27, 2026
Review CFO's thought process on project
done · View Meeting
Apr 27, 2026
Schedule weekly sync meetings with Eileen
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Apr 27, 2026
Provide available times to Kelly for sync scheduling
done · View Meeting
Apr 27, 2026
Establish meeting cadence with Ganesh
open · View Meeting
Apr 27, 2026
Create discussion item for data/institution bed topic
open · View Meeting
Apr 27, 2026
Find junior resource for financial modeling
done · View Meeting
Apr 27, 2026
Lock in financial strategy with CFO Kerry
done · View Meeting
Apr 27, 2026
Follow up on marketing plan and sales strategy with Ed
done · View Meeting
Apr 27, 2026
Ensure Ganesh signs contract
done · View Meeting
Apr 27, 2026
Review and document Zero instance permissioning levels
done · View Meeting
Apr 27, 2026
Create IMH organization in GitHub Enterprise
open · View Meeting
Apr 27, 2026
Discuss AI empires building blocks exploration with team
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Apr 27, 2026
Establish meeting cadence with CareOS/IMH team
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Apr 27, 2026
Set up GitHub access for Eileen
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Apr 27, 2026
Audit and fix Amazon account structure
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Apr 27, 2026
Discuss optimization and modification cadence (Phase 2)
done · View Meeting
Apr 27, 2026
Prepare coverage plan for Ravi's Florida trip
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Apr 27, 2026
Follow up with Kerry on business plan feedback
done · View Meeting
Apr 27, 2026
Create job description for India-based senior developer/leader
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Apr 27, 2026
Guide client through transcription and voicemail system protocol
open · View Meeting
Apr 27, 2026
Meet with Eileen to discuss role and structure
open · View Meeting
Apr 27, 2026
Provide input on Ed's role and utilization
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Apr 27, 2026
Post AI SME job description on Indeed
open · View Meeting
Apr 27, 2026
Research and document care coordination tools
done · View Meeting
Apr 27, 2026
Send Teams message with Genesis decision points
open · View Meeting
Apr 27, 2026
Meet with Chelsea in person
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Apr 27, 2026
Rearrange and close sprint 2 and 3 tickets in Jira
done · View Meeting
Apr 27, 2026
Attend code review meeting for sprint 3 sign-off
open · View Meeting
Apr 27, 2026
Close Q2 and Q3 items for sprint 4
done · View Meeting
Apr 27, 2026
Implement care plan import feature with user instructions
done · View Meeting
Apr 27, 2026
Add ability to select which care plans to import
done · View Meeting
Apr 27, 2026
Review LLMs setup
done · View Meeting
Apr 27, 2026
Review NAN
done · View Meeting
Apr 27, 2026
Enhance open web UI
done · View Meeting
Apr 27, 2026
Add Jazz to Jira and project access
open · View Meeting
Apr 27, 2026
Formalize action items on project board
done · View Meeting
Apr 27, 2026
Support UAT testing automation for KOS product
done · View Meeting
Apr 27, 2026
Demo billing module on Friday
open · View Meeting
Apr 27, 2026
Clarify billing module scope and requirements
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Apr 27, 2026
Send ChargeMD API documentation
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Apr 27, 2026
Discuss remaining billing module features this week
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Apr 27, 2026
Complete UAT for Sprint 5 and 6
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Apr 27, 2026
Complete QA for Sprint 7
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Apr 27, 2026
Onboard first two customers successfully
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Apr 27, 2026
Track 'Reinventing the Wheel' issue
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Apr 27, 2026
Reset and relabel quarterly rocks
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Apr 27, 2026
Create design issue for discussion
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Apr 27, 2026
Execute on patient data de-identification solution
done · View Meeting
Apr 27, 2026
Develop detailed day-by-day project plan for design work
open · View Meeting
Apr 27, 2026
Coordinate with Thinkative on low-fidelity screen delivery
open · View Meeting
Apr 27, 2026
Send wedding pictures to team
done · View Meeting
Apr 27, 2026
Resolve Zenara Health UX design bottleneck
open · View Meeting
Apr 27, 2026
Evaluate human factors design approach for Zenara Health
open · View Meeting
Apr 27, 2026
Clarify Eileen's role and responsibilities
open · View Meeting
Apr 27, 2026
Fix ramp tab in spreadsheet
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Apr 27, 2026
Send email to Vajra about customer calculator tweaks
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Apr 27, 2026
Delete Eileen game plan from tracking system
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Apr 27, 2026
Finalize logo design with feedback
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Apr 27, 2026
Extract rocks and milestones from offsite transcript for L10 planning
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Apr 27, 2026
Wait for David's tax advice from Australia
done · View Meeting
Apr 27, 2026
Share race and ethnicity list for ticket completion
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Apr 27, 2026
Identify insurance-related tickets from Friday discussion
open · View Meeting
Apr 27, 2026
Complete Sprint 7 UAT testing
done · View Meeting
Apr 27, 2026
Finish Sprint 8 development and regression testing
open · View Meeting
Apr 27, 2026
Update overall status page with current statistics
open · View Meeting
Apr 27, 2026
Review consent form design changes
open · View Meeting
Apr 27, 2026
Discuss Charm Health integration architecture in detail
open · View Meeting
Apr 27, 2026
Coordinate UAT review with QA team
open · View Meeting
Apr 27, 2026
Revisit care plan work after current changes complete
done · View Meeting
Apr 27, 2026
Delete duplicate weekly IMH meeting from calendar
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Apr 27, 2026
Expand project status reporting with QA and requirements columns
open · View Meeting
Apr 27, 2026
Verify QA test case execution and results
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Apr 27, 2026
Discuss and finalize vendor integration requirements
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Apr 27, 2026
Set up CRM application for QA testing
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Apr 27, 2026
Review Zoom integration documentation
done · View Meeting
Apr 27, 2026
Review logo concepts generated during ERRDS
done · View Meeting
Apr 27, 2026
Discuss scaling model testing with IP partner
open · View Meeting
Apr 27, 2026
Follow up with Alex on operations scaling support
done · View Meeting
Apr 27, 2026
Refine business requirements for form builder and care plan integration
open · View Meeting
Apr 27, 2026
Align team on overall project status and UX priorities
open · View Meeting
Apr 27, 2026
Clarify care plan vision with Eileen
open · View Meeting
Apr 27, 2026
Document care plan task management framework
open · View Meeting
Apr 27, 2026
Block time for Eileen's kickoff meeting
pending_review · View Meeting
Apr 27, 2026
Connect Eileen with Adam for mentorship on project management
pending_review · View Meeting
Apr 27, 2026
Mentor Eileen on AI automation and Hermes setup
pending_review · View Meeting
Apr 27, 2026
Confirm Monday December 27th call at 9am
pending_review · View Meeting
Apr 27, 2026
Introduce yourself to new sales and CS leadership team
pending_review · View Meeting
Apr 27, 2026
Review onboarding processes from Notion
done · View Meeting
Apr 27, 2026
Plan geek-out session with Amantha on AI and Hermes
pending_review · View Meeting
Apr 27, 2026
Have conversation with Brendan about reporting structure
pending_review · View Meeting
Apr 27, 2026
Level set with Brendan on next week's priorities
pending_review · View Meeting
Apr 27, 2026
Schedule onboarding meeting with Eileen on May 4th at 8:30 AM PT
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's first day meetings with Brendan and Amantha
pending_review · View Meeting
Apr 27, 2026
Schedule daily check-ins with Eileen for week of May 4th
pending_review · View Meeting
Apr 27, 2026
Schedule weekly meeting with Bryan, Eileen, and Brendan
pending_review · View Meeting
Apr 27, 2026
Reach out to Justin about project and bandwidth
pending_review · View Meeting
Apr 27, 2026
Interview Paul King about bandwidth and availability
pending_review · View Meeting
Apr 27, 2026
Set up weekly 15-20 minute check-in with Anthony on Tuesdays at 4 PM
pending_review · View Meeting
Apr 27, 2026
Accept RXPost daily standup meetings for Monday and Friday
pending_review · View Meeting
Apr 27, 2026
Cancel one-on-one meetings with Anton and Gleb
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Gleb from TCSR for Monday or Tuesday at 8:30 AM
pending_review · View Meeting
Apr 27, 2026
Confirm Site Labs Global meeting dates with Darren
pending_review · View Meeting
Apr 27, 2026
Block heads-down time for video recording and CTO practice lead planning
pending_review · View Meeting
Apr 27, 2026
Fix phone number validation issue in EIT application
done · View Meeting
Apr 27, 2026
Clarify coupon code visibility on signup page
done · View Meeting
Apr 27, 2026
Build storybook website for CS demos
done · View Meeting
Apr 27, 2026
Implement trunk-based Git workflow
done · View Meeting
Apr 27, 2026
Establish weekly meeting themes for leadership sync
done · View Meeting
Apr 27, 2026
Schedule monthly retro on first Friday
pending_review · View Meeting
Apr 27, 2026
Identify leadership development resources for Brendan
pending_review · View Meeting
Apr 27, 2026
Arrange Brendan mentoring sessions with Greg
pending_review · View Meeting
Apr 27, 2026
Plan CTO transition milestones through February
pending_review · View Meeting
Apr 27, 2026
Cover dev team during Brendan's conference (May 4-9)
pending_review · View Meeting
Apr 27, 2026
Address Brendan's authority with Amantha
pending_review · View Meeting
Apr 27, 2026
Deploy production by Monday with domain testing setup
done · View Meeting
Apr 27, 2026
Attend Monday standup with dev and product team
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding schedule for first week
pending_review · View Meeting
Apr 27, 2026
Set up Eileen's email account
done · View Meeting
Apr 27, 2026
Pre-load Eileen's calendar with first week meetings
pending_review · View Meeting
Apr 27, 2026
Schedule compliance requirements meeting with Amantha
pending_review · View Meeting
Apr 27, 2026
Prepare compliance requirements analysis
done · View Meeting
Apr 27, 2026
Assign Brendan to escrow project
done · View Meeting
Apr 27, 2026
Assign Matt and Klen to compliance project
done · View Meeting
Apr 27, 2026
Connect Claude to Notion for documentation cleanup
done · View Meeting
Apr 27, 2026
Create CS documentation for routes and components
done · View Meeting
Apr 27, 2026
Assign escrow project to Brendan
pending_review · View Meeting
Apr 27, 2026
Assign compliance project to Klen and Matt
pending_review · View Meeting
Apr 27, 2026
Evaluate Rahul's project capacity and fit
pending_review · View Meeting
Apr 27, 2026
Clean up Notion documentation for AI access
done · View Meeting
Apr 27, 2026
Implement AI documentation system for customer success
done · View Meeting
Apr 27, 2026
Implement trunk-based Git workflow for compliance
done · View Meeting
Apr 27, 2026
Cover dev team during Brendan's conference (May 4-9)
pending_review · View Meeting
Apr 27, 2026
Establish Eileen's 30-day ramp-up milestone
pending_review · View Meeting
Apr 27, 2026
Address Brendan's authority with Amantha
pending_review · View Meeting
Apr 27, 2026
Deploy production by Monday with domain testing setup
done · View Meeting
Apr 27, 2026
Attend Monday standup with dev and product team
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding schedule for first week
pending_review · View Meeting
Apr 27, 2026
Set up Eileen's email account by Monday or Tuesday
pending_review · View Meeting
Apr 27, 2026
Schedule compliance requirements meeting with Amantha
pending_review · View Meeting
Apr 27, 2026
Develop compliance requirements plan after Amantha meeting
pending_review · View Meeting
Apr 27, 2026
Plan Brendan's CTO transition roadmap
pending_review · View Meeting
Apr 27, 2026
Establish monthly retro cadence for leadership
pending_review · View Meeting
Apr 27, 2026
Create themed weekly meeting structure
pending_review · View Meeting
Apr 27, 2026
Identify learning resources for Brendan's CTO development
pending_review · View Meeting
Apr 27, 2026
Discuss CTO transition with Greg
done · View Meeting
Apr 27, 2026
Create tech due diligence deck for fundraising
pending_review · View Meeting
Apr 27, 2026
Develop 2-3 year product roadmap for fundraising
pending_review · View Meeting
Apr 27, 2026
Compile product ideas and wish list for prioritization
done · View Meeting
Apr 27, 2026
Establish weekly sync cadence with Amantha and Eileen
pending_review · View Meeting
Apr 27, 2026
Formalize product planning process with Eileen
pending_review · View Meeting
Apr 27, 2026
Explore AI scribe capability for pharmacy technicians
pending_review · View Meeting
Apr 27, 2026
Determine developer hiring needs for product roadmap
pending_review · View Meeting
Apr 27, 2026
Monitor Amazon/weekend launch status
done · View Meeting
Apr 27, 2026
Follow up on Dwala beta pilot status
done · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding presentation template updates
done · View Meeting
Apr 27, 2026
Prepare for June fundraising prep phase
pending_review · View Meeting
Apr 27, 2026
Send calendar invites for Eileen's first day onboarding
pending_review · View Meeting
Apr 27, 2026
Schedule compliance discussion with Amantha and Brendan
pending_review · View Meeting
Apr 27, 2026
Map out escrow/FBO technical requirements with Brendan
done · View Meeting
Apr 27, 2026
Assign Core 1 and Core 2 smart inventory work to Matt and Kaylyn
pending_review · View Meeting
Apr 27, 2026
Map out Core 3 matching and notification algorithm
pending_review · View Meeting
Apr 27, 2026
Add licensure/compliance to project roadmap
pending_review · View Meeting
Apr 10, 2026
Send 3-4 additional candidates to Brendan
pending_review · View Meeting