Meetings (3)
Apr 24 8:30PM
Mar 17 2:57PM
Regal Credit Management + TechCXO Regalcredit
Mar 16 12:58PM
Amantha and Greg 1:1 RXPost
Decisions (25)
Apr 28, 2026
Status Report Distribution and Format
Decided that Bryan will provide status updates to the speaker and Dr. Kris separately, with David and Andrew giving Dr. ...
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
Regal Credit Budget Cap Established
Confirmed that the Regal Credit project has a $16K budget cap that cannot be exceeded, with David Johnston responsible f...
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
Weekly bullet point updates for Regal meeting
Decided that David will provide Bryan with bullet points by 5 pm every Tuesday summarizing what was accomplished the pre...
Apr 28, 2026
Initial meetings with Anthony without David present
Agreed to hold one or two meetings with Anthony (Regal) without David present to gather feedback on what's working well ...
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...
Apr 28, 2026
Regal Credit Agency Signed as New Client
Regal Credit Agency from California, which manages credit for high-net-worth individuals in LA, has signed on as a new c...
Action Items (49)
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 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
Mar 17, 2026
Coordinate coffee meeting with Regal Credit Management LA team
done · View Meeting
Mar 17, 2026
Check principal availability and send proposal to Regal Credit Management
done · View Meeting
Mar 17, 2026
New client detected: regalcredit.com -- tap to confirm
open · View Meeting
Mar 16, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting