Meetings (18)
Apr 28 7:31PM
Apr 24 3:31PM
Apr 20 8:53PM
Apr 14 8:11PM
Mar 31 2:32PM
Mar 16 1:58PM
Nov 26 12AM
Zenara Weekly L10 Meeting (ZH) Zenara Health
Sep 16 12AM
Interlace Health Developer Interview (IH) Interlace Health
Sep 9 12AM
Interlace Health Developer Interview (IH) Zenara Health
Sep 3 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Sep 1 12AM
Ravi, Bryan, David Financial Model Discussion (IMH copy) Zenara Health
Sep 1 12AM
02:10 PM - Microsoft Teams meeting September 1 Zenara Health
Jul 18 12AM
Busy (copy) Zenara Health
Jul 18 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Jul 14 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Jul 2 12AM
Introduction to IMH / Charm Health Call Zenara Health
May 9 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Dec 18 12AM
Blocked Zenara Health
Decisions (25)
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
David Johnston assigned to BubbleWise project
David Johnston will be working on the BubbleWise project alongside Bryan Dennstedt as a project team member.
Apr 28, 2026
In-person meetings approved for Charlotte-based team
Bryan Dennstedt offered to conduct in-person meetings with the BubbleWise team in Charlotte, where both he and David Joh...
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...
Apr 28, 2026
Bubblewise on holding pattern
Agreed that Bubblewise is on a holding pattern; despite having a signed contract and moving forward, clarification is ne...
Action Items (102)
Apr 28, 2026
Review and refine assessment questions
pending_review · View Meeting
Apr 28, 2026
Plan support tool requirements
pending_review · View Meeting
Apr 28, 2026
Create first draft of assessment quiz questions
pending_review · View Meeting
Apr 28, 2026
Send Tampa presentation to team
pending_review · View Meeting
Apr 28, 2026
Receive discovery fields and data dump from team
pending_review · View Meeting
Apr 28, 2026
Develop MVP requirements and timeline
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up call for next week
pending_review · View Meeting
Apr 28, 2026
Coordinate with Dan on Saturday call
pending_review · View Meeting
Apr 27, 2026
Develop primary care market entry strategy
open · View Meeting
Apr 27, 2026
Finalize design and critical path items
done · View Meeting
Apr 27, 2026
Coordinate conference preparation with team
open · View Meeting
Apr 27, 2026
Review and validate financial model assumptions
open · View Meeting
Apr 27, 2026
Clarify enterprise customer market size and strategy
open · View Meeting
Apr 27, 2026
Send email to Christian at Interlace Health about hour constraints
open · View Meeting
Apr 27, 2026
Follow up with Patrick regarding system access
open · View Meeting
Apr 27, 2026
Send status message to Christian when hours are exhausted
done · View Meeting
Apr 27, 2026
Prepare presentation deck for David meeting
open · View Meeting
Apr 27, 2026
Get ES system up and running
open · View Meeting
Apr 27, 2026
Formalize reporting structure for underperforming staff member
open · View Meeting
Apr 27, 2026
Determine bonus decision for underperforming employee
open · View Meeting
Apr 27, 2026
Implement EOS framework with accountability deadlines
open · View Meeting
Apr 27, 2026
Hire Chief of Staff role
open · View Meeting
Apr 27, 2026
Watch remaining candidate videos and schedule interviews
open · View Meeting
Apr 27, 2026
Share candidate spreadsheet with Ravi
open · View Meeting
Apr 27, 2026
Decide on geographic preference for India-based hires
open · View Meeting
Apr 27, 2026
Arrange lunch meeting between team members in Austin/Frisco
open · View Meeting
Apr 27, 2026
Send meeting link to Vai
done · View Meeting
Apr 27, 2026
Send NDA to David
open · View Meeting
Apr 27, 2026
Conduct 90-day discovery for API pricing
open · View Meeting
Apr 27, 2026
Explore EHR marketplace integrations
open · View Meeting
Apr 27, 2026
Create AI-generated copy for website
open · View Meeting
Apr 27, 2026
Analyze trademark search reports for Zenara
open · View Meeting
Apr 27, 2026
Review and approve tech stack for Interlace Health project
open · View Meeting
Apr 27, 2026
Finalize vision and mission statements
done · View Meeting
Apr 27, 2026
Schedule Figma walkthrough session with Ben
open · View Meeting
Apr 27, 2026
Draft user flows based on approved tech stack
done · View Meeting
Apr 27, 2026
Align on CRM selection and lead flow
open · View Meeting
Apr 27, 2026
Develop landing page design
done · View Meeting
Apr 27, 2026
Create custom GPT for content generation
done · View Meeting
Apr 27, 2026
Prepare for September conference presentation
open · View Meeting
Apr 27, 2026
Plan product launch and waitlist strategy
open · View Meeting
Apr 27, 2026
Drive traffic to fill nurse practitioner test bed
open · View Meeting
Apr 27, 2026
Transition branding from IMH to Zenara
open · View Meeting
Apr 27, 2026
Review Morris Carey financial model transcript
open · View Meeting
Apr 27, 2026
Obtain detailed billing breakdown from Kerry
open · View Meeting
Apr 27, 2026
Make compensation decision for Kerry
open · View Meeting
Apr 27, 2026
Determine financial model path forward
open · View Meeting
Apr 27, 2026
Finalize financial model volume assumptions dropdown
open · View Meeting
Apr 27, 2026
Add Intercom to COGS line items
open · View Meeting
Apr 27, 2026
Clarify Eileen's role and responsibilities
open · View Meeting
Apr 27, 2026
Fix ramp tab in spreadsheet
open · View Meeting
Apr 27, 2026
Send email to Vajra about customer calculator tweaks
open · View Meeting
Apr 27, 2026
Delete Eileen game plan from tracking system
open · View Meeting
Apr 27, 2026
Finalize logo design with feedback
open · View Meeting
Apr 27, 2026
Extract rocks and milestones from offsite transcript for L10 planning
open · View Meeting
Apr 27, 2026
Wait for David's tax advice from Australia
done · View Meeting
Apr 27, 2026
Evaluate outsourcing Ritz Carlton project to Pete's team
open · View Meeting
Apr 27, 2026
Establish weekly management structure for outsourced project
open · View Meeting
Apr 27, 2026
Process Avail Health action items from Mallory meeting
pending_review · View Meeting
Apr 27, 2026
Schedule Thursday meeting with Charm for Avail Health issues
pending_review · View Meeting
Apr 27, 2026
Download resume for Mr. Tran
pending_review · View Meeting
Apr 27, 2026
Send follow-up to Christina regarding Eric Tran
done · View Meeting
Apr 27, 2026
Bill office hours meeting to TechCXO
pending_review · View Meeting
Apr 27, 2026
Prepare for morning call with Katie and Terry
pending_review · View Meeting
Apr 27, 2026
Resolve payroll funding issue
pending_review · View Meeting
Apr 27, 2026
Communicate with Asan regarding payment delay
pending_review · View Meeting
Apr 27, 2026
Refine Atlas client management workflow
pending_review · View Meeting
Apr 27, 2026
Color-code calendar by top five clients
done · View Meeting
Apr 27, 2026
Build revenue projection dashboard in Atlas
pending_review · View Meeting
Apr 27, 2026
Delete garbage Dawn Bryan meeting from Atlas
pending_review · View Meeting
Apr 27, 2026
Fix AI action item extraction from meeting transcripts
done · View Meeting
Apr 27, 2026
Update client tier classifications in Atlas
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Gleb for TCSR
pending_review · View Meeting
Apr 27, 2026
Bill Interlace Health for canceled meeting
pending_review · View Meeting
Apr 27, 2026
Review critique with Zenara Health
pending_review · View Meeting
Apr 27, 2026
Schedule weekly meeting with Darren for SiteLabs
pending_review · View Meeting
Apr 27, 2026
Confirm meeting with Abraham at SiteLabs
done · View Meeting
Apr 27, 2026
Attend PNT meeting at 5:00 PM
pending_review · View Meeting
Apr 27, 2026
Start BQuest report
pending_review · View Meeting
Apr 27, 2026
Coordinate with Hugh on Clustr proposal
done · View Meeting
Apr 27, 2026
Schedule call with Century/Keypleaz
pending_review · View Meeting
Apr 27, 2026
Track team hours weekly to stay within $16,000 monthly budget
pending_review · View Meeting
Apr 27, 2026
Lead day-to-day program management as point person
done · View Meeting
Apr 27, 2026
Schedule onboarding meeting with Eileen on May 4th at 8:30 AM PT
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's first day meetings with Brendan and Amantha
pending_review · View Meeting
Apr 27, 2026
Schedule daily check-ins with Eileen for week of May 4th
pending_review · View Meeting
Apr 27, 2026
Schedule weekly meeting with Bryan, Eileen, and Brendan
pending_review · View Meeting
Apr 27, 2026
Reach out to Justin about project and bandwidth
pending_review · View Meeting
Apr 27, 2026
Interview Paul King about bandwidth and availability
pending_review · View Meeting
Apr 27, 2026
Set up weekly 15-20 minute check-in with Anthony on Tuesdays at 4 PM
pending_review · View Meeting
Apr 27, 2026
Accept RXPost daily standup meetings for Monday and Friday
pending_review · View Meeting
Apr 27, 2026
Cancel one-on-one meetings with Anton and Gleb
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Gleb from TCSR for Monday or Tuesday at 8:30 AM
pending_review · View Meeting
Apr 27, 2026
Confirm Site Labs Global meeting dates with Darren
pending_review · View Meeting
Apr 27, 2026
Block heads-down time for video recording and CTO practice lead planning
pending_review · View Meeting
Apr 27, 2026
Fix phone number validation issue in EIT application
done · View Meeting
Apr 27, 2026
Clarify coupon code visibility on signup page
done · View Meeting
Mar 16, 2026
Introduce Bubblewise to KeyPlease CEO for potential beta testing partnership
open · View Meeting
Mar 16, 2026
Schedule whiteboard planning session in Uptown Charlotte
done · View Meeting
Mar 16, 2026
Send proposal with hourly rates and engagement estimate
open · View Meeting
Mar 16, 2026
Prepare standard terms of service and NDA for Bubblewise engagement
done · View Meeting
Mar 16, 2026
New client detected: bubblewise.com -- tap to confirm
open · View Meeting