Meetings (6)
Apr 17 9:38AM
Apr 15 6:30PM
Mar 31 5PM
Mar 19 10:01AM
Mar 17 8:05PM
May 23 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Decisions (9)
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
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
Turn off AI answering service and switch to manual phone answering
open · View Meeting
Apr 28, 2026
Determine VPI login and AI phone system settings
open · View Meeting
Apr 28, 2026
Share Teamwork alternative system link and gather feedback
open · View Meeting
Apr 28, 2026
Investigate Sendgrid access for Forsyth
open · View Meeting
Apr 28, 2026
Handle voicemail from Linnet and transfer account
open · View Meeting
Apr 28, 2026
Check LinkedIn Premium availability for free activation
open · View Meeting
Apr 28, 2026
Prepare for leadership team calls later today
open · View Meeting
Apr 28, 2026
Review proposal and provide notes
done · View Meeting
Apr 28, 2026
Integrate email notifications for blog automation
done · View Meeting
Apr 28, 2026
Complete SEO guardrails review and confirm feasibility
done · View Meeting
Apr 28, 2026
Review Angelo's implementation package feedback
done · View Meeting
Apr 28, 2026
Create additional SOPs for packages, maintenance, and implementation
done · View Meeting
Apr 28, 2026
Circle back on coworking event situation
open · View Meeting
Apr 28, 2026
Obtain video content from Dan for Charm Health
done · View Meeting
Apr 28, 2026
Meet with Jessica and Andrea for Charm Health social media
done · View Meeting
Apr 28, 2026
Meet with Plant-Based Support for social media project
done · View Meeting
Apr 28, 2026
Meet with Mohammed Burgers for social media project
done · View Meeting
Apr 28, 2026
Prepare for Delane meeting with SEO audit findings
pending_review · View Meeting
Apr 28, 2026
Discuss pricing content strategy with Delane
pending_review · View Meeting
Apr 28, 2026
Fix podcast blurb text alignment
pending_review · View Meeting
Apr 28, 2026
Determine allocation of Mark Wilk payment
pending_review · View Meeting
Apr 28, 2026
Create implementation SOP for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Conduct internal kickoff for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Schedule client kickoff call with Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Cancel Lynch Law Wix account
pending_review · View Meeting
Apr 28, 2026
Compile Wix payment list for Bryan
pending_review · View Meeting
Apr 28, 2026
Verify New York ASF credit card assignment
pending_review · View Meeting
Apr 28, 2026
Review Delane SEO audit and create task list for Farhan
pending_review · View Meeting
Apr 28, 2026
Prepare Delane proposal for fixed-price SEO work
pending_review · View Meeting
Apr 28, 2026
Address team communication issue with Brett
pending_review · View Meeting
Apr 28, 2026
Establish ticket routing protocol with Brett
pending_review · View Meeting
Apr 28, 2026
Send landing page tasks to Farhan
pending_review · View Meeting
Apr 28, 2026
Review scraper and blog automation with Farhan
pending_review · View Meeting
Apr 28, 2026
Develop plan for Sergei to learn website development
pending_review · View Meeting
Apr 28, 2026
Increase Dennis's workload and monitor productivity
pending_review · View Meeting
Apr 28, 2026
Review new department-focused agenda structure
pending_review · View Meeting
Apr 28, 2026
Communicate social media automation timeline to Jessica
pending_review · View Meeting
Apr 28, 2026
Clarify ticket handling process with Jessica
pending_review · View Meeting
Apr 28, 2026
Meet with Fox Farms about domain access request
pending_review · View Meeting
Apr 28, 2026
Update credit card information for Wave vendors
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Bahamas Burgers
pending_review · View Meeting
Apr 28, 2026
Push Farhan on social media automation development
pending_review · View Meeting
Apr 28, 2026
Review onboarding documents with Farhan
pending_review · View Meeting
Apr 28, 2026
Assign website image updates to Farhan
pending_review · View Meeting
Apr 28, 2026
Clarify Fernanda invoice and ad management
pending_review · View Meeting
Apr 28, 2026
Get ad account access credentials documented
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on Google Groups approval
open · View Meeting
Apr 27, 2026
Schedule lunch meeting with Brett
open · View Meeting
Apr 15, 2026
Direct Jessica to cease contact with Paul about conflict
pending_review · View Meeting
Apr 6, 2026
Experiment with image creation process for Wave Rider Studio
done · View Meeting
Apr 6, 2026
Get access credentials for Wave Rider Studio testing
open · View Meeting
Apr 6, 2026
Download and provide PDF documents for each Wave Rider Studio workflow box
done · View Meeting
Apr 6, 2026
Write tickets for email feature in blog automation
open · View Meeting
Mar 19, 2026
Set up Claude code account
done · View Meeting
Mar 19, 2026
Build and deploy QR code generator to qrcode.waveservices.com
done · View Meeting
Mar 19, 2026
Download Miro board documents as PDFs for AI project planning
done · View Meeting
Mar 19, 2026
Write tickets for blog automation email feature
done · View Meeting
Mar 17, 2026
Align Bequest meetings and confirm scheduling
open · View Meeting
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