Meetings (16)
Apr 21 10:33AM
Apr 19 11AM
Apr 17 10:30AM
Apr 16 12:13PM
Apr 15 10:30AM
Apr 14 11:06AM
Apr 10 10:38AM
Apr 8 10:30AM
Apr 2 3:16PM
Mar 28 11:19AM
Mar 20 10:31AM
Mar 18 10:32AM
Oct 21 12AM
Thinkitive Sync Up (ZH) Zenara Health
Aug 14 12AM
May 22 12AM
Interlace Health Discussion Interlace Health
Apr 28 12AM
IMH Work Zenara Health
Decisions (30)
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
Manual data backfill approach approved
Agreed that Anton will provide an Excel spreadsheet of the secondary brokerage table structure so the team can manually ...
Apr 28, 2026
Go live with brokerage name and license number only
Decided to launch with just brokerage name and brokerage license number fields, deferring the brokerage address capture ...
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
System Validation Logic Changed from Email to License Number
Confirmed that the system validation logic was removed from email-based checking and is now using license number plus st...
Apr 28, 2026
Pause Address Display Requirements Discussion
Decided to pause the discussion on improving the admin portal address display logic (showing office vs. home addresses) ...
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...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message ('mo...
Apr 28, 2026
Contact user directly for clarification
Decided to call the user to find out whether she believes she has already signed up or if someone signed up for her, to ...
Apr 28, 2026
Contact user directly to investigate issue
Agreed to call the user to find out more details about her signup/login issue, as there's a possibility someone else may...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message only...
Action Items (144)
Apr 28, 2026
Document all guardrails and business rules
open · View Meeting
Apr 28, 2026
Determine roster table structure: single vs. dual table approach
open · View Meeting
Apr 28, 2026
Brief Lynette on finalized data architecture decisions
open · View Meeting
Apr 28, 2026
Investigate brokerage address change impact on duplicate records
open · View Meeting
Apr 28, 2026
Verify phone number duplicate prevention guardrail is working
open · View Meeting
Apr 28, 2026
Schedule file upload requirements session
open · View Meeting
Apr 28, 2026
Schedule mirror board meeting for Monday at 6 AM
open · View Meeting
Apr 28, 2026
Conduct requirements session Monday at 6 AM for data integrity and merge capability
open · View Meeting
Apr 28, 2026
Share duplicate data cleanup list with team
open · View Meeting
Apr 28, 2026
Review duplicate records and determine merge vs. guardrail issues
open · View Meeting
Apr 28, 2026
Investigate orange-flagged duplicate records
open · View Meeting
Apr 28, 2026
Develop merge capability for duplicate user records
open · View Meeting
Apr 28, 2026
Level set with Kent on invoice payment plan
open · View Meeting
Apr 28, 2026
Send invoice summary to accounting@techo.com
open · View Meeting
Apr 28, 2026
Develop plan for Andrew's extended engagement
open · View Meeting
Apr 28, 2026
Prepare Eugene for deployment responsibilities
done · View Meeting
Apr 28, 2026
Review mobile app developer resumes from September/October
open · View Meeting
Apr 28, 2026
Interview Hassan for project manager role
open · View Meeting
Apr 28, 2026
Explore Eastern European senior software engineer options
open · View Meeting
Apr 28, 2026
Revive US-based senior software engineer search
open · View Meeting
Apr 28, 2026
Evaluate Tant Lee for front-end and backend developer placement
open · View Meeting
Apr 28, 2026
Assess Romar's current engagement and accountability
open · View Meeting
Apr 28, 2026
Explore agentic workflow engine implementation
open · View Meeting
Apr 28, 2026
Prioritize Twilio and Stripe work over onboarding flow tickets
pending_review · View Meeting
Apr 28, 2026
Prepare brief update on Stripe and Twilio for Monday meeting
pending_review · View Meeting
Apr 28, 2026
Plan Vibe coding game plans for Wednesday meeting
pending_review · View Meeting
Apr 28, 2026
Update time estimate for duplicate records investigation
done · View Meeting
Apr 28, 2026
Create new action items from duplicate records investigation
done · View Meeting
Apr 28, 2026
Schedule call with Pam to discuss registration block fix
pending_review · View Meeting
Apr 28, 2026
Get screenshots for disabled registration button issue
pending_review · View Meeting
Apr 28, 2026
Assign account deletion issue ticket 1040-40 to EMA
done · View Meeting
Apr 28, 2026
Document all of Pam's small tasks for Anton
pending_review · View Meeting
Apr 28, 2026
Review pull requests and build file upload feature
done · View Meeting
Apr 28, 2026
Conduct full testing of attachment feature
done · View Meeting
Apr 28, 2026
Bring in Nancy for project coordination
pending_review · View Meeting
Apr 28, 2026
Coordinate Twilio calling implementation with Scott and Anton
pending_review · View Meeting
Apr 28, 2026
Create ticket for Stripe Connect migration proof of concept
pending_review · View Meeting
Apr 28, 2026
Conduct Stripe Connect spike research
done · View Meeting
Apr 28, 2026
Fix repository access permissions for Bryan
done · View Meeting
Apr 28, 2026
Research database migration from SQL Server to PostgreSQL
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account and subscription
pending_review · View Meeting
Apr 28, 2026
Contact Scott for Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting troubleshooting
pending_review · View Meeting
Apr 28, 2026
Coordinate with Andrew on Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Clarify priority conflict resolution with Anton
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix import roster logic to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Organize backlog with Nancy for prioritization
pending_review · View Meeting
Apr 28, 2026
Prepare sign-up process requirements with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate environment review and cloud migration
pending_review · View Meeting
Apr 28, 2026
Set up Romar for AI/VIB coding QA training
pending_review · View Meeting
Apr 28, 2026
Prepare payment flow update as first VIB coding project
pending_review · View Meeting
Apr 28, 2026
Assess Stripe migration accounting impact
done · View Meeting
Apr 28, 2026
Complete Miro board access setup for Nancy and Daniel
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting issue resolution
pending_review · View Meeting
Apr 28, 2026
Complete Twilio outbound calling implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Communicate priority conflict resolution to Anton
pending_review · View Meeting
Apr 28, 2026
Get file upload build ready for testing
pending_review · View Meeting
Apr 28, 2026
Set up AI/Vibe Coding environment and team training
pending_review · View Meeting
Apr 28, 2026
Have Nancy help organize and prioritize backlog
pending_review · View Meeting
Apr 28, 2026
Get involved in sign-up process design with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate cloud database migration for cost savings
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix roster import to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Plan Stripe migration customer communication strategy
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Troubleshoot printer offline issue
pending_review · View Meeting
Apr 28, 2026
Communicate Claude reimbursement policy to team members
pending_review · View Meeting
Apr 28, 2026
Export Azure tickets from DevOps
pending_review · View Meeting
Apr 28, 2026
Email exported Jira and Azure tickets to Pam
pending_review · View Meeting
Apr 28, 2026
Set up keypleaseconnect.com domain with Cloudflare DNS
pending_review · View Meeting
Apr 28, 2026
Notify Nick about Cloudflare invitation and email domain setup
pending_review · View Meeting
Apr 28, 2026
Discuss Anthropic account setup with Bryan
pending_review · View Meeting
Apr 28, 2026
Compile backlog information and timeline with deliverables
done · View Meeting
Apr 28, 2026
Compile financial statements for discovery
done · View Meeting
Apr 28, 2026
Fix bugs in mycustodymycustodyshield.com platform
pending_review · View Meeting
Apr 28, 2026
Provide coupon code to beta testers
pending_review · View Meeting
Apr 28, 2026
Meet with lawyer regarding contract protection
pending_review · View Meeting
Apr 28, 2026
Ping Anton about secondary brokerage table build
pending_review · View Meeting
Apr 28, 2026
Clarify secondary brokerage table naming and structure
pending_review · View Meeting
Apr 28, 2026
Schedule call with Anton regarding roster table and phone number sync
pending_review · View Meeting
Apr 28, 2026
Review multi-license information from yesterday's meeting
pending_review · View Meeting
Apr 28, 2026
Write requirements document for outbound calling feature
pending_review · View Meeting
Apr 28, 2026
Prepare team for AI/Claude code implementation
pending_review · View Meeting
Apr 28, 2026
Assess team members' understanding of AI importance
pending_review · View Meeting
Apr 28, 2026
Review Alexi's resume and conduct interview
pending_review · View Meeting
Apr 28, 2026
Finalize decision on Eugene's employment status
pending_review · View Meeting
Apr 28, 2026
Coordinate transition plan if replacing Eugene
pending_review · View Meeting
Apr 28, 2026
Complete calling feature development and testing
done · View Meeting
Apr 28, 2026
Dispute duplicate Microsoft Word charge
pending_review · View Meeting
Apr 27, 2026
Investigate admin panel access issue
done · View Meeting
Apr 27, 2026
Complete admin panel work except roster upload
done · View Meeting
Apr 27, 2026
Start bulk upload functionality
done · View Meeting
Apr 27, 2026
Plan backend repository restructuring
open · View Meeting
Apr 27, 2026
Discuss property management workflows and dynamic opportunities
open · View Meeting
Apr 27, 2026
Establish property management as next week focus
open · View Meeting
Apr 27, 2026
Send meeting invite for 11-12 Eastern tomorrow
open · View Meeting
Apr 27, 2026
Contact support about disabled staging/production button
done · View Meeting
Apr 27, 2026
Reach out to key community for developer support
open · View Meeting
Apr 27, 2026
Post developer support link on LinkedIn
open · View Meeting
Apr 27, 2026
Hire external developer consultant for code review
open · View Meeting
Apr 27, 2026
Contact DSI company developer for consulting hours
open · View Meeting
Apr 27, 2026
Schedule developer consultation for tomorrow at 11am or Monday
open · View Meeting
Apr 27, 2026
Confirm availability with Ahhim for developer consultation
open · View Meeting
Apr 27, 2026
Set up Cloudflare DNS configuration
done · View Meeting
Apr 27, 2026
Complete file upload functionality
done · View Meeting
Apr 27, 2026
Establish deployment approval process
open · View Meeting
Apr 27, 2026
Clarify Scott's technical approach and capabilities
open · View Meeting
Apr 27, 2026
Understand Scott's work during next update
open · View Meeting
Apr 27, 2026
Create spreadsheet status update for all projects
open · View Meeting
Apr 27, 2026
Revisit Petty's organizational placement and role definition
open · View Meeting
Apr 27, 2026
Finalize Brooks' product leadership role and onboarding
open · View Meeting
Apr 27, 2026
Build out Cloud Ops team with additional hire
open · View Meeting
Apr 27, 2026
Develop AI team and automation strategy
open · View Meeting
Apr 27, 2026
Follow up on meeting with Allison regarding organizational changes
done · View Meeting
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
Apr 14, 2026
Send updated database export file to Pam
pending_review · View Meeting
Apr 10, 2026
Investigate roster table migration scope
pending_review · View Meeting
Apr 8, 2026
Review user status terminology cleanup
open · View Meeting
Apr 8, 2026
Design unified user page layout
open · View Meeting
Apr 8, 2026
Create and review merge documentation
open · View Meeting
Apr 8, 2026
Document archived license merge test scenario
open · View Meeting
Apr 8, 2026
Build test cases for merge functionality
open · View Meeting
Mar 20, 2026
Invite Pam to Monday standup call
done · View Meeting
Mar 20, 2026
Discuss share link approach and URL branding with Scott
done · View Meeting
Mar 20, 2026
Document file upload discussion for Scott's review
done · View Meeting
Mar 20, 2026
Generate large file and test upload with resume functionality
done · View Meeting
Mar 18, 2026
Reach out to Scott regarding calling feature changes
done · View Meeting
Mar 18, 2026
Decide on calling feature implementation approach
done · View Meeting
Mar 18, 2026
Send email template snapshot to Pam
done · View Meeting
Mar 18, 2026
Coordinate with Eugene on file upload demo
done · View Meeting
Mar 18, 2026
Create three tickets for email templates and AC failure documentation
done · View Meeting