Meetings (8)
Apr 27 5PM
Apr 20 5:01PM
Apr 16 7:32PM
Apr 6 5:05PM
Mar 30 5:03PM
Mar 16 5:01PM
Mar 10 12AM
Interlace Health Discussion BD, JT, GS Interlace Health
Decisions (13)
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
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 ...
Action Items (83)
Apr 28, 2026
Schedule SOC 2 tabletop exercise with AI focus
open · View Meeting
Apr 28, 2026
Follow up on February 18 tabletop exercise items
open · View Meeting
Apr 28, 2026
Discuss QA progress with Justin and Jordan
open · View Meeting
Apr 28, 2026
Determine 90 or 120-day deactivation threshold for inactive users
open · View Meeting
Apr 28, 2026
Calculate impact of 90-day user deactivation
open · View Meeting
Apr 28, 2026
Prepare deactivation notification email
open · View Meeting
Apr 28, 2026
Create child group feature flag toggle
open · View Meeting
Apr 28, 2026
Get feature flag implementation estimates
open · View Meeting
Apr 28, 2026
Set up shared webinar calendar
open · View Meeting
Apr 28, 2026
Create YouTube pre-roll videos for webinar promotion
open · View Meeting
Apr 28, 2026
Send Joey contact information and Accelerate app details
open · View Meeting
Apr 28, 2026
Build weekly retention stats export and spreadsheet
open · View Meeting
Apr 28, 2026
Troubleshoot Exonify filter reports
open · View Meeting
Apr 28, 2026
Share Exonify report export with team
open · View Meeting
Apr 28, 2026
Prepare Ask Eli feature enhancement documentation
open · View Meeting
Apr 28, 2026
Escalate Ask Eli feature requests to product
open · View Meeting
Apr 28, 2026
Create Ask Eli survey question
open · View Meeting
Apr 28, 2026
Record Exonify best practices training video
open · View Meeting
Apr 28, 2026
Prepare Exonify incident report
open · View Meeting
Apr 28, 2026
Review new train UI/UX mockups
open · View Meeting
Apr 28, 2026
Provide feature flag documentation to Ashton
open · View Meeting
Apr 28, 2026
Explain security tickets in simple terms
open · View Meeting
Apr 28, 2026
Prioritize security tickets in next sprint
open · View Meeting
Apr 27, 2026
Review and respond to AI terms and agreement document
open · View Meeting
Apr 27, 2026
Get clarity from Peter on issue scope and overlap with prior work
open · View Meeting
Apr 27, 2026
Celebrate and document Peter's COO impact for Tech 60 case study
open · View Meeting
Apr 27, 2026
Identify customer references for Rough Notes article
pending_review · View Meeting
Apr 27, 2026
Follow up on enterprise account from conference
pending_review · View Meeting
Apr 27, 2026
Send webinar collateral documentation to Justin
done · View Meeting
Apr 27, 2026
Discuss Gallagher medical malpractice feature request with sales
pending_review · View Meeting
Apr 27, 2026
Investigate life insurance course development
done · View Meeting
Apr 27, 2026
Create running list of customer feedback on seat management
done · View Meeting
Apr 27, 2026
Develop win-back customer strategy
pending_review · View Meeting
Apr 27, 2026
Plan hyper-specific landing page deliverables
pending_review · View Meeting
Apr 27, 2026
Discuss intervention check automation with Patrick
done · View Meeting
Apr 27, 2026
Attend green lighting session
pending_review · View Meeting
Apr 27, 2026
Improve cross-functional communication process
pending_review · View Meeting
Apr 27, 2026
Create approved AI tools list
pending_review · View Meeting
Apr 27, 2026
Review AI tools document
pending_review · View Meeting
Apr 27, 2026
Educate team on AI data privacy risks
pending_review · View Meeting
Apr 27, 2026
Rebook cancelled demos
pending_review · View Meeting
Apr 27, 2026
Greenlight bulk activate/deactivate users feature
done · View Meeting
Apr 27, 2026
Finalize email templates for Patrick
done · View Meeting
Apr 27, 2026
Complete health score automation logic
done · View Meeting
Apr 27, 2026
Review directive reports from SAMS
done · View Meeting
Apr 27, 2026
Protect marketing team capacity for YouTube branding project
pending_review · View Meeting
Apr 27, 2026
Clarify insurance messaging in YouTube ads
pending_review · View Meeting
Apr 27, 2026
Set up resource library in Walkme
pending_review · View Meeting
Apr 27, 2026
Finalize custom course content
done · View Meeting
Apr 27, 2026
Update microlearning video backgrounds
done · View Meeting
Apr 27, 2026
Meet with Jordan and Jen on video production
pending_review · View Meeting
Apr 27, 2026
Launch workers' comp course
done · View Meeting
Apr 27, 2026
Offload CE SOPs to Jen and Christina
pending_review · View Meeting
Apr 27, 2026
Verify permissions for CE SOPs
pending_review · View Meeting
Apr 27, 2026
Transition CE email forwarding
pending_review · View Meeting
Apr 27, 2026
Sync with Trenton on 120-day project task completion
pending_review · View Meeting
Apr 27, 2026
Review customer feedback survey results
pending_review · View Meeting
Apr 27, 2026
Discuss auto-enroll feature implementation
pending_review · View Meeting
Apr 27, 2026
Prioritize penetration test fixes
pending_review · View Meeting
Apr 27, 2026
Create penetration test fix tickets
done · View Meeting
Apr 27, 2026
Plan Ask Ellie integration architecture
pending_review · View Meeting
Apr 27, 2026
Check in on ClickUp
done · View Meeting
Apr 27, 2026
Follow up on laptop RAM upgrade
pending_review · View Meeting
Apr 16, 2026
Prepare for and attend marketing meeting with Justin
pending_review · View Meeting
Apr 16, 2026
Schedule dedicated AI development meeting
pending_review · View Meeting
Apr 6, 2026
Draft employee deactivation email
done · View Meeting
Apr 6, 2026
Verify opportunity assignments and reassign as needed
done · View Meeting
Apr 6, 2026
Create formal SOP for Retool steps
open · View Meeting
Apr 6, 2026
Build security vulnerability tickets
done · View Meeting
Apr 6, 2026
Sync with Adam on security ticket prioritization
open · View Meeting
Apr 6, 2026
Conduct green light meeting for engineering prioritization
open · View Meeting
Mar 20, 2026
Send bucketed items list to Trent for review
done · View Meeting
Mar 20, 2026
Create development status list for sign-off
done · View Meeting
Mar 16, 2026
Finalize survey questions for custom courseware interest
done · View Meeting
Mar 16, 2026
Schedule leadership meeting with Adam
done · View Meeting
Mar 16, 2026
Process user deactivations for seat discrepancies
done · View Meeting
Mar 16, 2026
Send notification emails for user deactivations
done · View Meeting
Mar 16, 2026
Clean up data alignment issues for contract dates
done · View Meeting
Mar 16, 2026
Set up task creation automations for Brandy
done · View Meeting
Mar 16, 2026
Send TikTok video about marketing psychology
open · View Meeting
Mar 16, 2026
Add survey questions about custom courseware offering
done · View Meeting
Mar 16, 2026
Create health score metrics fields in Salesforce
done · View Meeting
Mar 16, 2026
Pick up daughter at 02:15
done · View Meeting