Meetings (3)
Decisions (8)
Apr 28, 2026
Status Report Distribution and Format
Decided that Bryan will provide status updates to the speaker and Dr. Kris separately, with David and Andrew giving Dr. ...
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
Regal Credit Budget Cap Established
Confirmed that the Regal Credit project has a $16K budget cap that cannot be exceeded, with David Johnston responsible f...
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...
Apr 28, 2026
Weekly bullet point updates for Regal meeting
Decided that David will provide Bryan with bullet points by 5 pm every Tuesday summarizing what was accomplished the pre...
Apr 28, 2026
Initial meetings with Anthony without David present
Agreed to hold one or two meetings with Anthony (Regal) without David present to gather feedback on what's working well ...
Apr 28, 2026
Regal Credit Agency Signed as New Client
Regal Credit Agency from California, which manages credit for high-net-worth individuals in LA, has signed on as a new c...
Action Items (8)
Mar 17, 2026
Coordinate coffee meeting with Regal Credit Management LA team
done · View Meeting
Mar 17, 2026
Check principal availability and send proposal to Regal Credit Management
done · View Meeting
Mar 17, 2026
New client detected: regalcredit.com -- tap to confirm
open · 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