Meetings (5)
Apr 15 9:32AM
Apr 7 12PM
Mar 20 4:28PM
Mar 20 12:39AM
Mar 18 3:29PM
Action Items (60)
Apr 28, 2026
Process deposit payment for new hire
open · View Meeting
Apr 28, 2026
Interview additional sales candidates on Thursday
done · View Meeting
Apr 28, 2026
Hold Wix developer position pending full-stack developer search
done · View Meeting
Apr 28, 2026
Prepare onboarding materials for SEO/marketing hire
open · View Meeting
Apr 28, 2026
Reach out to Pam from Keypleaz regarding account transition
open · View Meeting
Apr 28, 2026
Coordinate Hassan's exit interview and last day
open · View Meeting
Apr 28, 2026
Confirm Hassan's final day with team
open · View Meeting
Apr 28, 2026
Review Fourhan's lead scraping and outreach system
pending_review · View Meeting
Apr 28, 2026
Plan lead management process for outreach system
pending_review · View Meeting
Apr 28, 2026
Ensure Dennis answers phone calls
pending_review · View Meeting
Apr 28, 2026
Review AI agent phone system setup
pending_review · View Meeting
Apr 28, 2026
Discuss payment timing with Angelique
pending_review · View Meeting
Apr 28, 2026
Speak with Nancy about her role
pending_review · View Meeting
Apr 28, 2026
Review and organize sales leads
pending_review · View Meeting
Apr 28, 2026
Implement daily stand-up calls
pending_review · View Meeting
Apr 28, 2026
Clean up end-of-day reports section
pending_review · View Meeting
Apr 28, 2026
Set up Krisp account
pending_review · View Meeting
Apr 28, 2026
Close blank SEO placeholder tasks
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account
done · View Meeting
Apr 28, 2026
Review SEO tasks with Brett
pending_review · View Meeting
Apr 28, 2026
Run Ubersuggest analysis for Dyno Framing
pending_review · View Meeting
Apr 28, 2026
Clean out Bryan's tickets
pending_review · View Meeting
Apr 28, 2026
Resolve Fox Farms failed payment and domain control issue
pending_review · View Meeting
Apr 28, 2026
Verify Dennis contacted Fox Farms
pending_review · View Meeting
Apr 28, 2026
Audit client contracts and deliverables
pending_review · View Meeting
Apr 28, 2026
Get Wix login credentials
pending_review · View Meeting
Apr 28, 2026
Investigate TRB Holding Wix billing discrepancy
pending_review · View Meeting
Apr 28, 2026
Delegate Wix billing audit to Angelo
pending_review · View Meeting
Apr 28, 2026
Create monthly Wix billing summary
pending_review · View Meeting
Apr 28, 2026
Invoice TRB Holding for Wix overpayment
pending_review · View Meeting
Apr 28, 2026
Resolve Charlotte Glass Wix billing
pending_review · View Meeting
Apr 28, 2026
Call TRB Holding about domain renewal and payments
pending_review · View Meeting
Apr 28, 2026
Switch Wix subscriptions from monthly to annual
pending_review · View Meeting
Apr 28, 2026
Reassign Martin's follow-up questions to Angelique
done · View Meeting
Apr 28, 2026
Assign cramb S Monica ticket to Kelli
done · View Meeting
Apr 28, 2026
Assign Jessica tickets to Bryan
pending_review · View Meeting
Apr 28, 2026
Complete ticket for $100 client
pending_review · View Meeting
Apr 28, 2026
Coordinate with Treeantly on start date and payment
pending_review · View Meeting
Apr 28, 2026
Set up meeting with Dennis and Angelique for Friday morning
pending_review · View Meeting
Apr 6, 2026
Provide background and expertise overview
open · View Meeting
Apr 6, 2026
Discuss timeline and budget for engagement
open · View Meeting
Apr 6, 2026
Identify first priority problem to solve
open · View Meeting
Mar 20, 2026
Research domain transfer process from Wix to Cloudflare
done · View Meeting
Mar 20, 2026
New client detected: aurexushealth.com -- tap to confirm
open · View Meeting
Mar 20, 2026
Confirm app architecture and scope
done · View Meeting
Mar 20, 2026
Initiate HR paperwork with Techo HR
done · View Meeting
Mar 20, 2026
Build provider portal
done · View Meeting
Mar 20, 2026
Create clinic admin portal
done · View Meeting
Mar 20, 2026
Track hours worked in spreadsheet
done · View Meeting
Mar 20, 2026
Build Clinical Portal homepage
done · View Meeting
Mar 20, 2026
Track hours worked in spreadsheet
done · View Meeting
Mar 20, 2026
Develop provider directory feature
done · View Meeting
Mar 20, 2026
Build the UI
done · View Meeting
Mar 20, 2026
Migrate ruralhealthhub.com domain from Wix to Cloudflare
done · View Meeting
Mar 20, 2026
Call client at 5:00–5:15 PM
done · View Meeting
Mar 20, 2026
Replicate ruralhealthhub.com site assets
done · View Meeting
Mar 20, 2026
Obtain high-resolution SVG logo from client
done · View Meeting
Mar 20, 2026
Move domain name to Cloudflare
done · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting