Meetings (3)
Apr 28 9:36AM
Apr 15 9:32AM
Aug 21 12AM
EXT: Interlace Health/Meditology HITRUST i1 Weekly Status (IH) 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 (56)
Apr 28, 2026
Implement mandatory time logging requirement for task closure in Teamwork
done · View Meeting
Apr 28, 2026
Fix user tagging in Teamwork channels
done · View Meeting
Apr 28, 2026
Delete old meeting recordings to free up storage space
pending_review · View Meeting
Apr 28, 2026
Schedule five-minute status update meeting for tomorrow
pending_review · View Meeting
Apr 28, 2026
Request detailed homepage optimization recommendations with visual annotations
pending_review · View Meeting
Apr 28, 2026
Meet with Jericho to review SEO dashboard and refocus on Next Wave before USR
pending_review · View Meeting
Apr 28, 2026
Confirm URL additions with Farhan for domain entries
pending_review · View Meeting
Apr 28, 2026
Meet with Fred about new website client from church
pending_review · View Meeting
Apr 28, 2026
Record client meeting with Krisp and send to Bryan for feedback
pending_review · View Meeting
Apr 28, 2026
Clean up failed Runway generation jobs in automation pipeline
pending_review · View Meeting
Apr 28, 2026
Restructure automation workflow UI - reorganize menu items and pipeline
done · View Meeting
Apr 28, 2026
Fix audio generation in automation video clip creation
done · View Meeting
Apr 28, 2026
Test and implement short link integration in automation posts
done · View Meeting
Apr 28, 2026
Fix analytics feature in automation system
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: Busy (N)
open · View Meeting
Apr 28, 2026
Review Fourhan's lead scraping and outreach system
pending_review · View Meeting
Apr 28, 2026
Plan lead management process for outreach system
pending_review · View Meeting
Apr 28, 2026
Ensure Dennis answers phone calls
pending_review · View Meeting
Apr 28, 2026
Review AI agent phone system setup
pending_review · View Meeting
Apr 28, 2026
Discuss payment timing with Angelique
pending_review · View Meeting
Apr 28, 2026
Speak with Nancy about her role
pending_review · View Meeting
Apr 28, 2026
Review and organize sales leads
pending_review · View Meeting
Apr 28, 2026
Implement daily stand-up calls
pending_review · View Meeting
Apr 28, 2026
Clean up end-of-day reports section
pending_review · View Meeting
Apr 28, 2026
Set up Krisp account
pending_review · View Meeting
Apr 28, 2026
Close blank SEO placeholder tasks
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account
done · View Meeting
Apr 28, 2026
Review SEO tasks with Brett
pending_review · View Meeting
Apr 28, 2026
Run Ubersuggest analysis for Dyno Framing
pending_review · View Meeting
Apr 28, 2026
Clean out Bryan's tickets
pending_review · View Meeting
Apr 28, 2026
Resolve Fox Farms failed payment and domain control issue
pending_review · View Meeting
Apr 28, 2026
Verify Dennis contacted Fox Farms
pending_review · View Meeting
Apr 28, 2026
Audit client contracts and deliverables
pending_review · View Meeting
Apr 28, 2026
Get Wix login credentials
pending_review · View Meeting
Apr 28, 2026
Investigate TRB Holding Wix billing discrepancy
pending_review · View Meeting
Apr 28, 2026
Delegate Wix billing audit to Angelo
pending_review · View Meeting
Apr 28, 2026
Create monthly Wix billing summary
pending_review · View Meeting
Apr 28, 2026
Invoice TRB Holding for Wix overpayment
pending_review · View Meeting
Apr 28, 2026
Resolve Charlotte Glass Wix billing
pending_review · View Meeting
Apr 28, 2026
Call TRB Holding about domain renewal and payments
pending_review · View Meeting
Apr 28, 2026
Switch Wix subscriptions from monthly to annual
pending_review · View Meeting
Apr 28, 2026
Reassign Martin's follow-up questions to Angelique
done · View Meeting
Apr 28, 2026
Assign cramb S Monica ticket to Kelli
done · View Meeting
Apr 28, 2026
Assign Jessica tickets to Bryan
pending_review · View Meeting
Apr 28, 2026
Complete ticket for $100 client
pending_review · View Meeting
Apr 28, 2026
Coordinate with Treeantly on start date and payment
pending_review · View Meeting
Apr 28, 2026
Set up meeting with Dennis and Angelique for Friday morning
pending_review · View Meeting
Apr 27, 2026
Fix WordPress event submission issue
done · View Meeting
Apr 27, 2026
Provide license issue details to Martin
done · View Meeting
Apr 27, 2026
Review ads and dashboard on Sunday
open · View Meeting
Apr 27, 2026
Review GHL automations
open · View Meeting
Apr 27, 2026
Return logo revisions to Sergi
open · View Meeting
Apr 27, 2026
Respond to furniture configurator ticket
open · View Meeting
Apr 27, 2026
Complete self-defense therapy implementation response
open · View Meeting
Apr 27, 2026
Test AI inbound calling system daily
open · View Meeting
Apr 27, 2026
Meet with Farhan on AI calling system fix
open · View Meeting