Meetings (4)
Apr 23 9:44AM
Apr 14 9:32AM
Nov 21 12AM
Nurocoach/ Zenara Weekly Friday Call (ZH) Zenara Health
Jul 10 12AM
Interlace Health Discussion 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 (63)
Apr 28, 2026
Fix ticket count display accuracy
pending_review · View Meeting
Apr 28, 2026
Add project search functionality
pending_review · View Meeting
Apr 28, 2026
Add daily ticket tracking dashboard/report
pending_review · View Meeting
Apr 28, 2026
Fix budget tracking for time logging
pending_review · View Meeting
Apr 28, 2026
Plan migration from Teamwork to new platform
pending_review · View Meeting
Apr 28, 2026
Provide daily bug report for new Teamwork platform
pending_review · View Meeting
Apr 28, 2026
Fix task creation body field in Teamwork platform
pending_review · View Meeting
Apr 28, 2026
Add task reordering capability for project tasks
pending_review · View Meeting
Apr 28, 2026
Add project metadata fields (domain name, dates, etc.)
pending_review · View Meeting
Apr 28, 2026
Add file upload capability to projects
pending_review · View Meeting
Apr 28, 2026
Fix ticket synchronization between systems
pending_review · View Meeting
Apr 28, 2026
Contact Cedarstone Disposal Services about domain renewal
pending_review · View Meeting
Apr 28, 2026
Get direct bank transfer information for Tently payment
pending_review · View Meeting
Apr 28, 2026
Process Tently payment via direct bank transfer
pending_review · View Meeting
Apr 28, 2026
Create Google Cloud project for Forsyth
pending_review · View Meeting
Apr 28, 2026
Reply to Forsyth about Google Cloud setup and invoice
pending_review · View Meeting
Apr 28, 2026
Discuss ticket assignment workflow with Denis
pending_review · View Meeting
Apr 28, 2026
Pause blog automation project for AI agent testing
pending_review · View Meeting
Apr 28, 2026
Complete Boggerformation onboarding document
done · View Meeting
Apr 28, 2026
Develop blog automation sales pitch and email
pending_review · View Meeting
Apr 28, 2026
Schedule blog automation demo call with Bryan
pending_review · View Meeting
Apr 28, 2026
Finalize blog automation pricing structure
pending_review · View Meeting
Apr 28, 2026
Complete Many Plants onboarding
done · View Meeting
Apr 28, 2026
Test new Teamwork platform thoroughly
pending_review · View Meeting
Apr 28, 2026
Obtain email address for csdisposal.com contact
pending_review · View Meeting
Apr 27, 2026
Update organizational chart with revised structure
open · View Meeting
Apr 27, 2026
Research and provide Dawn's current salary and raise history
open · View Meeting
Apr 27, 2026
Prepare for salary discussion with Alison (HR)
open · View Meeting
Apr 27, 2026
Call Tavris to discuss organizational structure implications
open · View Meeting
Apr 27, 2026
Review and finalize workflow document with track changes
open · View Meeting
Apr 27, 2026
Create FREED and ReHR visit templates for compliance
open · View Meeting
Apr 27, 2026
Confirm clinician coverage schedule (Monday-Friday)
done · View Meeting
Apr 27, 2026
Train phone team on real-time verification using AVA and Advanced MD
open · View Meeting
Apr 27, 2026
Determine minimum intake requirements for 99202 visit
open · View Meeting
Apr 27, 2026
Clarify release/consent form process in workflow document
open · View Meeting
Apr 27, 2026
Review sample outputs for NUROCOACH Classic
open · View Meeting
Apr 27, 2026
Reschedule next week's meeting for Thanksgiving
open · View Meeting
Apr 27, 2026
Schedule weekly team meeting for next week
pending_review · View Meeting
Apr 27, 2026
Discuss payroll strategy and cash flow for next 30 days
pending_review · View Meeting
Apr 27, 2026
Remove Martin from Slack
pending_review · View Meeting
Apr 27, 2026
Remove Brett from team systems
pending_review · View Meeting
Apr 27, 2026
Complete landscape/Ashley website build
done · View Meeting
Apr 27, 2026
Respond to Mock Wilkins about industry targeting and SEO strategy
pending_review · View Meeting
Apr 27, 2026
Close old 'Waiting on Customer' tickets
pending_review · View Meeting
Apr 27, 2026
Add events to Lake Norman Magazine website
pending_review · View Meeting
Apr 27, 2026
Reply to Mock Wilkins proposal questions
pending_review · View Meeting
Apr 27, 2026
Request word document from Mock Wilkins for quote system details
pending_review · View Meeting
Apr 27, 2026
Follow up on church lead from sales
pending_review · View Meeting
Apr 27, 2026
Disconnect and reconnect Request mailbox
pending_review · View Meeting
Apr 27, 2026
Review and approve Dennis's invoice
pending_review · View Meeting
Apr 27, 2026
Dennis to call Donald Cook
done · View Meeting
Apr 27, 2026
Dennis to establish himself with remaining 30% of clients
done · View Meeting
Apr 27, 2026
Dennis to contact Lynch Law Firm
done · View Meeting
Apr 27, 2026
Teach team how to merge duplicate tickets
pending_review · View Meeting
Apr 27, 2026
Respond to Forsyth domain change and payment inquiry
done · View Meeting
Apr 27, 2026
Observe meeting with Delane and report back
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on meeting availability
pending_review · View Meeting
Apr 27, 2026
Review Brett's clients with Dennis
done · View Meeting
Apr 27, 2026
Follow up with Brett on missing $1,500 from Value Base
pending_review · View Meeting
Apr 27, 2026
Message Kela directly via Request Mailbox
pending_review · View Meeting
Apr 27, 2026
Log Desk support ticket issues with Teamwork
pending_review · View Meeting
Apr 27, 2026
Investigate domain transfer for Veterans Bridge
done · View Meeting
Apr 27, 2026
Merge duplicate Kela tickets
pending_review · View Meeting