Meetings (3)
Apr 14 7:29PM
Apr 7 1:04PM
Mar 18 8:37PM
Action Items (46)
Apr 27, 2026
Map Q2 member funnel work to Teamwork task
open · View Meeting
Apr 27, 2026
Build dashboard for weekly metrics reporting
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Apr 27, 2026
Provide list of variables for metrics dashboard
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Apr 27, 2026
Verify Circle dashboard time filter functionality
done · View Meeting
Apr 27, 2026
Update dashboard to show time-period-specific totals
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Apr 27, 2026
Add coupon code tracking to Circle dashboard
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Apr 27, 2026
Check if Circle API exposes event data for RSVP/attendance tracking
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Apr 27, 2026
Implement automated survey for event attendance and feedback
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Apr 27, 2026
Clarify attendance tracking methodology
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Apr 27, 2026
Investigate podcast aggregator software
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Apr 27, 2026
Fix duplicate Zoom links in volunteer meeting calendar invite
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Apr 27, 2026
Clarify Glenn Laly movie discussion
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Apr 27, 2026
Add net change and weekly retention percentage to membership slide
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Apr 27, 2026
Clarify paid members calculation in Circle dashboard
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Apr 27, 2026
Open support ticket with Circle for membership data discrepancy
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Apr 27, 2026
Provide slides to team one day before meeting
done · View Meeting
Apr 27, 2026
Clarify post tracking methodology across platforms
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Apr 27, 2026
Clarify podcast analytics metrics across platforms
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Apr 27, 2026
Request podcast subscriber data from Podtize
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Apr 27, 2026
Define automation priorities and SOP workflows
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Apr 27, 2026
Send automation priority suggestions to Bryan
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Apr 27, 2026
Meet with Bryan to prioritize automation projects
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Apr 27, 2026
Finalize blog automation with Nextwave
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Apr 27, 2026
Test video generation software for social media
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Apr 27, 2026
Clarify Realm Plants affiliate relationship
done · 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
Test the platform
open · View Meeting
Apr 6, 2026
Tweak Paperclip configuration for production use
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Mar 18, 2026
New client detected: clustr.cc -- tap to confirm
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