Meetings (7)
Apr 16 12:13PM
Apr 7 1:04PM
Mar 31 3:01PM
Mar 31 2:32PM
Mar 17 12:15PM
Dec 12 12AM
Nurocoach/ Zenara Weekly Friday Call (ZH) Zenara Health
Apr 7 12AM
Interlace Health Weekly Meeting Interlace 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 (64)
Apr 28, 2026
Speak with Peter Clifton about Phoenix project leadership
open · View Meeting
Apr 28, 2026
Meet with David about PE firm relationships
open · View Meeting
Apr 28, 2026
Coordinate Phoenix project discussions with Nicole and Kent
open · View Meeting
Apr 28, 2026
Create Phoenix project landing page
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Apr 28, 2026
Develop Phoenix project Slack channel
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Apr 28, 2026
Prepare Phoenix project presentation for partner meeting
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Apr 28, 2026
Appear on Bryan's AI podcast to discuss Phoenix project
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Apr 28, 2026
Explore venture studio partnership opportunities
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Apr 28, 2026
Offer to help with Phoenix project website development
done · View Meeting
Apr 28, 2026
Follow up on Executive Office Hours legal terms
open · View Meeting
Apr 28, 2026
Speak with Adam Boris about Phoenix project leadership
open · View Meeting
Apr 27, 2026
Map Q2 member funnel work to Teamwork task
open · View Meeting
Apr 27, 2026
Build dashboard for weekly metrics reporting
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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
open · View Meeting
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
Apr 27, 2026
Review and respond to additional confidentiality agreement
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Apr 27, 2026
Schedule meeting with Eric Ballard
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Apr 27, 2026
Assess and address underperforming team member post-merger
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Apr 27, 2026
Align organizational roles with people analyzer framework
done · View Meeting
Apr 27, 2026
Follow up on budget reduction for major project
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Apr 27, 2026
Invite Nicole to future Zenara Health weekly calls
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Apr 27, 2026
Provide list of required user roles for platform configuration
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Apr 27, 2026
Guide Zenara Health through platform configuration setup
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Apr 27, 2026
Continue workflow discussion and documentation
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Apr 27, 2026
Review and discuss product customization pieces
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Apr 27, 2026
Align training sessions for holidays and January
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Apr 27, 2026
Review data collection pieces with Zenara Health team
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Apr 27, 2026
Review grayed-out button support ticket from Nicole
done · View Meeting
Apr 27, 2026
Investigate duplicate agent records in database
done · View Meeting
Apr 27, 2026
Create tickets for import logic and manual agent addition issues
done · View Meeting
Apr 27, 2026
Meet with Nancy for Slack security access setup
pending_review · View Meeting
Apr 27, 2026
Investigate large file upload UI feedback issue (KP 10:66)
done · View Meeting
Apr 27, 2026
Investigate favorites visibility issue in multi-brokerage scenario
done · View Meeting
Apr 27, 2026
Implement favorites list clearing when agent changes brokerage
done · View Meeting
Apr 27, 2026
Establish rolling visibility list for production issues
pending_review · View Meeting
Mar 17, 2026
Follow up with Eugene on separate call
done · View Meeting
Mar 17, 2026
Clean up Azure DevOps user access list
done · View Meeting
Mar 17, 2026
Verify Ray has Azure access after permission updates
done · View Meeting
Mar 17, 2026
Schedule requirement sessions with Kevin
done · View Meeting
Mar 17, 2026
Investigate email verification magic link delivery issue
done · View Meeting
Mar 17, 2026
Review Firebase Analytics configuration with Nick
done · View Meeting
Mar 17, 2026
Follow up with Eugene on ball upload show and tell
done · View Meeting
Mar 17, 2026
Grant Ray access to Azure source code
done · View Meeting