Meetings (11)
Apr 27 1:08PM
Apr 24 8:30PM
Apr 23 12:31PM
Apr 6 1:30PM
Apr 2 7:31PM
Apr 2 4:31PM
Mar 19 4:32PM
Mar 18 7:03PM
Mar 18 3:29PM
Mar 16 12:58PM
Amantha and Greg 1:1 RXPost
Mar 10 12AM
Interlace Health Discussion BD, JT, GS Interlace Health
Decisions (33)
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
Brendan to set up Claude Cowork headless on personal machine
Brendan decided to set up Claude Cowork running headless on a personal machine this weekend as a tool for testing and le...
Apr 28, 2026
Brendan to experiment with Claude Cowork this weekend
Brendan agreed to spend time experimenting with Claude Cowork over the weekend to learn how it works so he can teach oth...
Apr 28, 2026
Refine Plan of Care implementation
Decided to refine the Plan of Care feature before it moves further down the process, addressing gaps in detail and clari...
Apr 28, 2026
Proceed with AI chat integration feature
Agreed to move forward with Fernando's AI demo that integrates a chat library into the product, enabling interactive cha...
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
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
Eileen's First Day Schedule on May 4th
Decided that Eileen will start on May 4th with meetings scheduled at 8:30 AM Pacific (with Bryan), followed by sales and...
Apr 28, 2026
Brendan's Mentorship and Observation Approach
Agreed that Brendan will observe and attend meetings with Bryan to learn the CTO role without steering decisions, positi...
Apr 28, 2026
Bryan's Stand-up Attendance Commitment
Committed to attending Monday, Tuesday, and Friday daily stand-ups, with Monday being the priority meeting for dev and p...
Apr 28, 2026
Production Deployment Timeline
Agreed to deploy production by Monday (one week from meeting date) without domain wiring, allowing for testing and valid...
Apr 28, 2026
Bryan's CTO Role as Temporary Fundraising Support
Decided that Bryan will temporarily assume CTO title to support Amantha's fundraising efforts, with the explicit goal of...
Apr 28, 2026
Grooming Bryan for CTO role
Bryan decided to set the tone and direction to help someone (likely Brendan or another team member) become CTO in six to...
Apr 28, 2026
Proposal needs revision before sending
Bryan and Speaker 2 decided they cannot send out the proposal today and need to talk with David first to clarify the $28...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th, with full onboarding completi...
Apr 28, 2026
Plan to hire additional customer success staff
Decision made to hire an additional customer success team member after leadership returns from travel to help alleviate ...
Apr 28, 2026
Plan to hire Lubna's replacement in engineering
Decision to hire another engineer (Lubna number two) to allow Lubna to transition into her engineering role at the compa...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Apr 28, 2026
Future hiring plan approved
Approved plan to hire additional customer success staff to alleviate workload for Manny, followed by hiring a second eng...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th with full onboarding completio...
Apr 28, 2026
New sales development rep hire approved
Approved hiring of a new sales development rep (Katie's sister) to set appointments for Katie, starting May 11th after h...
Apr 28, 2026
New product hire approved
Approved hiring of Blue and Eileen as new hires on base UPS products, starting next Monday with onboarding before the al...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Action Items (98)
Apr 28, 2026
Interview Kathleen and Maxim for QA role
open · View Meeting
Apr 28, 2026
Negotiate QA salary with Jordan for Rya Nazari
open · View Meeting
Apr 28, 2026
Align with Anton on QA candidate selection
open · View Meeting
Apr 27, 2026
Review and respond to AI terms and agreement document
open · View Meeting
Apr 27, 2026
Get clarity from Peter on issue scope and overlap with prior work
open · View Meeting
Apr 27, 2026
Celebrate and document Peter's COO impact for Tech 60 case study
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
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 6, 2026
Post job description and begin recruiting
open · View Meeting
Apr 6, 2026
Attend team building event in LA
open · View Meeting
Apr 6, 2026
Book flight to LA for team building event
open · View Meeting
Apr 6, 2026
Meet with development team and assess technical roadmap
open · View Meeting
Apr 6, 2026
Debrief with Amantha on technical priorities and roadmap focus
open · View Meeting
Apr 6, 2026
Provide background and expertise overview
open · View Meeting
Apr 6, 2026
Discuss timeline and budget for engagement
open · View Meeting
Apr 6, 2026
Identify first priority problem to solve
open · View Meeting
Apr 6, 2026
Clarify Ashley's time card entries for training
open · View Meeting
Apr 6, 2026
Invite Ashley to P&T meeting
open · View Meeting
Apr 6, 2026
Explore Ashley helping organize fall partner meeting
open · View Meeting
Apr 6, 2026
Request permission from wife to work weekend on Troymed project
done · View Meeting
Apr 6, 2026
Contact Jay Clemens about Troymed project budget
open · View Meeting
Apr 6, 2026
Check Handler Associates for available video coder
open · View Meeting
Apr 6, 2026
Contact current client about hiring their vibe coder
open · View Meeting
Apr 6, 2026
Lay out two versions of the timeline for engineering work
done · View Meeting
Apr 6, 2026
Sync with Jordan and Justin about AI/workflow strategy
open · View Meeting
Apr 6, 2026
Schedule regular practice area leader meetings
open · View Meeting
Apr 6, 2026
Develop CTO practice area strategy and service offerings
done · View Meeting
Apr 6, 2026
Address firm diversity and representation strategy
open · View Meeting
Apr 6, 2026
Clarify Tech CXO's strategic direction and service evolution
open · View Meeting
Mar 19, 2026
New client detected: totalcsr.com -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: advocatehealth.org -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting
Mar 16, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting