Meetings (4)
Apr 27 5:55PM
Apr 14 7:29PM
Mar 19 10:29AM
Mar 18 4:12PM
Action Items (46)
Apr 27, 2026
Call Wyatt to ask follow-up questions
pending_review · View Meeting
Apr 27, 2026
Ask Calix about her meeting with Penny
pending_review · View Meeting
Apr 27, 2026
Follow up with David on tester sign-ups
pending_review · View Meeting
Apr 27, 2026
Create test accounts for all subscription tiers
pending_review · View Meeting
Apr 27, 2026
Debug tier level save functionality in admin panel
pending_review · View Meeting
Apr 27, 2026
Debug email code delivery issue for admin login
pending_review · View Meeting
Apr 27, 2026
Test coupon code functionality
pending_review · View Meeting
Apr 27, 2026
Verify family defender email verification and resend functionality
pending_review · View Meeting
Apr 27, 2026
Discuss offline with Kelly regarding Martin communication
done · View Meeting
Apr 27, 2026
Send Kelly documentation and voice notes
pending_review · View Meeting
Apr 27, 2026
Assess outstanding SEO tasks for Reloan Valuebiz client
pending_review · View Meeting
Apr 27, 2026
Close tickets for ten-day swim domain issue
pending_review · View Meeting
Apr 27, 2026
Finalize landscaping website
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Jessica and clarify board involvement
pending_review · View Meeting
Apr 27, 2026
Set up payment processing system for incoming funds
pending_review · View Meeting
Apr 27, 2026
Meet with Martin about marketing strategy
pending_review · View Meeting
Apr 27, 2026
Evaluate Martin's value delivery against $1,100 monthly cost
pending_review · View Meeting
Apr 27, 2026
Determine if Jericho's start date needs to be pushed or if hire is lost
pending_review · View Meeting
Apr 27, 2026
Clarify invoice approval and payment process with Trianty (dentist)
pending_review · View Meeting
Apr 27, 2026
Discuss offline with Kelly regarding Christie and legal situation
done · View Meeting
Apr 27, 2026
Update payroll sheet with client cancellations
pending_review · View Meeting
Apr 27, 2026
Review SEO client list and create action plan
pending_review · View Meeting
Apr 27, 2026
Send team communication about payroll situation
pending_review · View Meeting
Apr 27, 2026
Create spreadsheet of money owed and payment plan
pending_review · View Meeting
Apr 27, 2026
Decide on Nancy's employment status
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on client account ownership and task management
pending_review · View Meeting
Apr 6, 2026
Write bug description for missing attachment in email
done · View Meeting
Apr 6, 2026
Review Family Wizard functionality and identify missing features
open · View Meeting
Apr 6, 2026
Add debt tracking feature to custody shield finances
open · View Meeting
Apr 6, 2026
Write feature descriptions for custody shield finance enhancements
open · View Meeting
Apr 6, 2026
Test new custody shield finance features
done · View Meeting
Apr 6, 2026
Resync integrations to check if missing attachment appears
open · View Meeting
Apr 6, 2026
Add company name column to recurring revenue spreadsheet
open · View Meeting
Apr 6, 2026
Screenshot recurring revenue list and post to FIN Slack channel
open · View Meeting
Apr 6, 2026
Install Claude on computer
open · View Meeting
Apr 6, 2026
Restructure recurring revenue spreadsheet with Claude
open · View Meeting
Apr 6, 2026
Upload February bank statements to Lucid Finance Google Drive
open · View Meeting
Apr 6, 2026
Review Lucid Finance QuickBooks work for February
open · View Meeting
Apr 6, 2026
Create cash flow projection for next 2-3 months
open · View Meeting
Apr 6, 2026
Watch Claude Cowork tutorial videos
done · View Meeting
Apr 6, 2026
Practice Claude Cowork before tomorrow meeting
done · View Meeting
Apr 6, 2026
Spend 30 minutes on Claude Cowork training tomorrow morning
open · View Meeting
Apr 6, 2026
Verify and update payroll tab in pro forma
open · View Meeting
Apr 6, 2026
Loop in Janine to Slack conversation about Brandon Cassiano recurring invoice
open · View Meeting
Apr 6, 2026
Clarify Clay invoice status with Martin
done · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting