Meetings (15)
Apr 28 9:36AM
Apr 27 9:52AM
Apr 23 9:44AM
Apr 21 9:27AM
Apr 20 9:42AM
Apr 17 9:38AM
Apr 15 9:32AM
Apr 14 7:29PM
Apr 14 9:32AM
Apr 8 9PM
Apr 2 10:05AM
Mar 31 5PM
Mar 30 3:32PM
Mar 19 6:53PM
Mar 19 10:01AM
Action Items (248)
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 documents with software updates and fix items
open · View Meeting
Apr 28, 2026
Determine UTM link format and implementation strategy
open · View Meeting
Apr 28, 2026
Review and polish Farhan's local outreach automation
open · View Meeting
Apr 28, 2026
Develop comprehensive marketing and sales plan for Next Wave
open · View Meeting
Apr 28, 2026
Establish faster sales process for client audits and proposals
open · View Meeting
Apr 28, 2026
Plan Next Wave team restructuring and compensation review
open · View Meeting
Apr 28, 2026
Assign Angelique to lead marketing and sales initiatives
open · View Meeting
Apr 28, 2026
Turn off AI answering service and switch to manual phone answering
open · View Meeting
Apr 28, 2026
Determine VPI login and AI phone system settings
open · View Meeting
Apr 28, 2026
Share Teamwork alternative system link and gather feedback
open · View Meeting
Apr 28, 2026
Investigate Sendgrid access for Forsyth
open · View Meeting
Apr 28, 2026
Handle voicemail from Linnet and transfer account
open · View Meeting
Apr 28, 2026
Check LinkedIn Premium availability for free activation
open · View Meeting
Apr 28, 2026
Prepare for leadership team calls later today
open · View Meeting
Apr 28, 2026
Review proposal and provide notes
done · View Meeting
Apr 28, 2026
Integrate email notifications for blog automation
done · View Meeting
Apr 28, 2026
Complete SEO guardrails review and confirm feasibility
done · View Meeting
Apr 28, 2026
Review Angelo's implementation package feedback
done · View Meeting
Apr 28, 2026
Create additional SOPs for packages, maintenance, and implementation
done · View Meeting
Apr 28, 2026
Circle back on coworking event situation
open · View Meeting
Apr 28, 2026
Obtain video content from Dan for Charm Health
done · View Meeting
Apr 28, 2026
Meet with Jessica and Andrea for Charm Health social media
done · View Meeting
Apr 28, 2026
Meet with Plant-Based Support for social media project
done · View Meeting
Apr 28, 2026
Meet with Mohammed Burgers for social media project
done · View Meeting
Apr 28, 2026
Improve post creation and image selection for blocks
done · View Meeting
Apr 28, 2026
Remove series assignment from brand setup
open · View Meeting
Apr 28, 2026
Fix persona image upload functionality
open · View Meeting
Apr 28, 2026
Add Runway credits for image generation
open · View Meeting
Apr 28, 2026
Fix video generation and review queue workflow
open · View Meeting
Apr 28, 2026
Fix pipeline queue bug to allow stopping video generation
open · View Meeting
Apr 28, 2026
Fix calendar functionality and brand setup incomplete error
open · View Meeting
Apr 28, 2026
Merge code from other system for link integration
open · View Meeting
Apr 28, 2026
Create outline for image creation feature
open · View Meeting
Apr 28, 2026
Set up ChatGPT Code integration
open · View Meeting
Apr 28, 2026
Review email about brand and services blocks
open · View Meeting
Apr 28, 2026
Complete platform development within one to two weeks
open · View Meeting
Apr 28, 2026
Establish communication protocol with team leadership
done · View Meeting
Apr 28, 2026
Reassign Angelique to leadership capacity
open · View Meeting
Apr 28, 2026
Clean up Teamwork, Slack, Gmail, and Jira access
open · View Meeting
Apr 28, 2026
Request password reset assistance from Angelo
open · View Meeting
Apr 28, 2026
Discuss Charm Enterprise account activation
open · View Meeting
Apr 28, 2026
Log bug for Charm medical history import workflow
open · View Meeting
Apr 28, 2026
Investigate custom form options in Charm scheduling
open · View Meeting
Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
open · View Meeting
Apr 28, 2026
Develop care navigator task assignment workflow
open · View Meeting
Apr 28, 2026
Get legal opinion on Charm API usage for referral management
open · View Meeting
Apr 28, 2026
Implement automated referral intake system
open · View Meeting
Apr 28, 2026
Instruct Joe to use tasks instead of referrals for follow-ups
open · View Meeting
Apr 28, 2026
Develop nurse note workflow with provider sign-off
open · View Meeting
Apr 28, 2026
Customize treatment plan goals and objectives in Charm
open · View Meeting
Apr 28, 2026
Encourage Joe to use Whisper Flow instead of Whisper AI
open · View Meeting
Apr 28, 2026
Investigate auto-scoring for questionnaires in Charm
open · View Meeting
Apr 28, 2026
Explore dual-signature PDF upload options in Charm
open · View Meeting
Apr 28, 2026
Compile and send follow-up answers to Charm implementation team
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 28, 2026
Prepare for Delane meeting with SEO audit findings
pending_review · View Meeting
Apr 28, 2026
Discuss pricing content strategy with Delane
pending_review · View Meeting
Apr 28, 2026
Fix podcast blurb text alignment
pending_review · View Meeting
Apr 28, 2026
Determine allocation of Mark Wilk payment
pending_review · View Meeting
Apr 28, 2026
Create implementation SOP for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Conduct internal kickoff for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Schedule client kickoff call with Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Cancel Lynch Law Wix account
pending_review · View Meeting
Apr 28, 2026
Compile Wix payment list for Bryan
pending_review · View Meeting
Apr 28, 2026
Verify New York ASF credit card assignment
pending_review · View Meeting
Apr 28, 2026
Review Delane SEO audit and create task list for Farhan
pending_review · View Meeting
Apr 28, 2026
Prepare Delane proposal for fixed-price SEO work
pending_review · View Meeting
Apr 28, 2026
Address team communication issue with Brett
pending_review · View Meeting
Apr 28, 2026
Establish ticket routing protocol with Brett
pending_review · View Meeting
Apr 28, 2026
Send landing page tasks to Farhan
pending_review · View Meeting
Apr 28, 2026
Review scraper and blog automation with Farhan
pending_review · View Meeting
Apr 28, 2026
Develop plan for Sergei to learn website development
pending_review · View Meeting
Apr 28, 2026
Increase Dennis's workload and monitor productivity
pending_review · View Meeting
Apr 28, 2026
Review new department-focused agenda structure
pending_review · View Meeting
Apr 28, 2026
Communicate social media automation timeline to Jessica
pending_review · View Meeting
Apr 28, 2026
Clarify ticket handling process with Jessica
pending_review · View Meeting
Apr 28, 2026
Meet with Fox Farms about domain access request
pending_review · View Meeting
Apr 28, 2026
Update credit card information for Wave vendors
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Bahamas Burgers
pending_review · View Meeting
Apr 28, 2026
Push Farhan on social media automation development
pending_review · View Meeting
Apr 28, 2026
Review onboarding documents with Farhan
pending_review · View Meeting
Apr 28, 2026
Assign website image updates to Farhan
pending_review · View Meeting
Apr 28, 2026
Clarify Fernanda invoice and ad management
pending_review · View Meeting
Apr 28, 2026
Get ad account access credentials documented
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Angelique and Dennis for onboarding process review
pending_review · View Meeting
Apr 28, 2026
Test website scraping tool with sample data
pending_review · View Meeting
Apr 28, 2026
Review and edit blog automation document
pending_review · View Meeting
Apr 28, 2026
Adjust recurring invoice for Regalcredit (Care Blackwell)
pending_review · View Meeting
Apr 28, 2026
Adjust manual invoices for Regalcredit
pending_review · View Meeting
Apr 28, 2026
Follow up on Cloudflare DNS access for Veterans Bridge website
pending_review · View Meeting
Apr 28, 2026
Create website maintenance contract for Plantbasedsupport
pending_review · View Meeting
Apr 28, 2026
Clarify Plantbasedsupport contract terms with Jessica
pending_review · View Meeting
Apr 28, 2026
Collect final payment from Michael Bray
pending_review · View Meeting
Apr 28, 2026
Schedule kickoff meeting with Mark Wilkins
pending_review · View Meeting
Apr 28, 2026
Cancel Executive Office Hours project
pending_review · View Meeting
Apr 28, 2026
Process hosting payment for multiple clients
pending_review · View Meeting
Apr 28, 2026
Switch Buck Ideas hosting to monthly billing
pending_review · View Meeting
Apr 28, 2026
Switch all hosting accounts to annual billing
pending_review · View Meeting
Apr 28, 2026
Contact clients about website maintenance plans
pending_review · View Meeting
Apr 28, 2026
Clarify hosting payment responsibility with Angelo and Brian
pending_review · View Meeting
Apr 28, 2026
Verify Farhan is working 40 hours per week
pending_review · View Meeting
Apr 28, 2026
Fix ticket count display accuracy
pending_review · View Meeting
Apr 28, 2026
Add project search functionality
pending_review · View Meeting
Apr 28, 2026
Add daily ticket tracking dashboard/report
pending_review · View Meeting
Apr 28, 2026
Fix budget tracking for time logging
pending_review · View Meeting
Apr 28, 2026
Plan migration from Teamwork to new platform
pending_review · View Meeting
Apr 28, 2026
Provide daily bug report for new Teamwork platform
pending_review · View Meeting
Apr 28, 2026
Fix task creation body field in Teamwork platform
pending_review · View Meeting
Apr 28, 2026
Add task reordering capability for project tasks
pending_review · View Meeting
Apr 28, 2026
Add project metadata fields (domain name, dates, etc.)
pending_review · View Meeting
Apr 28, 2026
Add file upload capability to projects
pending_review · View Meeting
Apr 28, 2026
Fix ticket synchronization between systems
pending_review · View Meeting
Apr 28, 2026
Contact Cedarstone Disposal Services about domain renewal
pending_review · View Meeting
Apr 28, 2026
Get direct bank transfer information for Tently payment
pending_review · View Meeting
Apr 28, 2026
Process Tently payment via direct bank transfer
pending_review · View Meeting
Apr 28, 2026
Create Google Cloud project for Forsyth
pending_review · View Meeting
Apr 28, 2026
Reply to Forsyth about Google Cloud setup and invoice
pending_review · View Meeting
Apr 28, 2026
Discuss ticket assignment workflow with Denis
pending_review · View Meeting
Apr 28, 2026
Pause blog automation project for AI agent testing
pending_review · View Meeting
Apr 28, 2026
Complete Boggerformation onboarding document
done · View Meeting
Apr 28, 2026
Develop blog automation sales pitch and email
pending_review · View Meeting
Apr 28, 2026
Schedule blog automation demo call with Bryan
pending_review · View Meeting
Apr 28, 2026
Finalize blog automation pricing structure
pending_review · View Meeting
Apr 28, 2026
Complete Many Plants onboarding
done · View Meeting
Apr 28, 2026
Test new Teamwork platform thoroughly
pending_review · View Meeting
Apr 28, 2026
Obtain email address for csdisposal.com contact
pending_review · View Meeting
Apr 27, 2026
Schedule weekly team meeting for next week
pending_review · View Meeting
Apr 27, 2026
Discuss payroll strategy and cash flow for next 30 days
pending_review · View Meeting
Apr 27, 2026
Remove Martin from Slack
pending_review · View Meeting
Apr 27, 2026
Remove Brett from team systems
pending_review · View Meeting
Apr 27, 2026
Complete landscape/Ashley website build
done · View Meeting
Apr 27, 2026
Respond to Mock Wilkins about industry targeting and SEO strategy
pending_review · View Meeting
Apr 27, 2026
Close old 'Waiting on Customer' tickets
pending_review · View Meeting
Apr 27, 2026
Add events to Lake Norman Magazine website
pending_review · View Meeting
Apr 27, 2026
Reply to Mock Wilkins proposal questions
pending_review · View Meeting
Apr 27, 2026
Request word document from Mock Wilkins for quote system details
pending_review · View Meeting
Apr 27, 2026
Follow up on church lead from sales
pending_review · View Meeting
Apr 27, 2026
Disconnect and reconnect Request mailbox
pending_review · View Meeting
Apr 27, 2026
Review and approve Dennis's invoice
pending_review · View Meeting
Apr 27, 2026
Dennis to call Donald Cook
done · View Meeting
Apr 27, 2026
Dennis to establish himself with remaining 30% of clients
done · View Meeting
Apr 27, 2026
Dennis to contact Lynch Law Firm
done · View Meeting
Apr 27, 2026
Teach team how to merge duplicate tickets
pending_review · View Meeting
Apr 27, 2026
Respond to Forsyth domain change and payment inquiry
done · View Meeting
Apr 27, 2026
Observe meeting with Delane and report back
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on meeting availability
pending_review · View Meeting
Apr 27, 2026
Review Brett's clients with Dennis
done · View Meeting
Apr 27, 2026
Follow up with Brett on missing $1,500 from Value Base
pending_review · View Meeting
Apr 27, 2026
Message Kela directly via Request Mailbox
pending_review · View Meeting
Apr 27, 2026
Log Desk support ticket issues with Teamwork
pending_review · View Meeting
Apr 27, 2026
Investigate domain transfer for Veterans Bridge
done · View Meeting
Apr 27, 2026
Merge duplicate Kela tickets
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 27, 2026
Discuss video content strategy with team
pending_review · View Meeting
Apr 27, 2026
Review high-performing video analytics
pending_review · View Meeting
Apr 27, 2026
Test new video formats with AI-generated scenes
pending_review · View Meeting
Apr 27, 2026
Refine TikTok profile and messaging
pending_review · View Meeting
Apr 27, 2026
Discuss video coaching program enrollment with team
pending_review · View Meeting
Apr 27, 2026
Plan program launch for Executive Office Hours
pending_review · View Meeting
Apr 27, 2026
Request coaching program details via email
pending_review · View Meeting
Apr 27, 2026
Schedule one-on-one strategy session with video coach
pending_review · View Meeting
Apr 27, 2026
Approve Jericho Gonzalez's OnePass access
pending_review · View Meeting
Apr 27, 2026
Add Jericho Gonzalez to relevant projects in OnePass
pending_review · View Meeting
Apr 27, 2026
Prepare Jericho Gonzalez onboarding overview document
pending_review · View Meeting
Apr 27, 2026
Review blog automation landing page edits
pending_review · View Meeting
Apr 27, 2026
Review financial reports
pending_review · View Meeting
Apr 27, 2026
Monitor team time tracking in Teamwork
pending_review · View Meeting
Apr 27, 2026
Enforce Teamwork task management process
pending_review · View Meeting
Apr 27, 2026
Approve Jericho Gonzalez's OnePass access
pending_review · View Meeting
Apr 27, 2026
Prepare Jericho Gonzalez onboarding overview
pending_review · View Meeting
Apr 27, 2026
Review blog automation landing page and test email
pending_review · View Meeting
Apr 27, 2026
Review financial reports
pending_review · View Meeting
Apr 27, 2026
Monitor team time tracking in Teamwork
pending_review · View Meeting
Apr 27, 2026
Meeting enrichment failed: Busy (N)
open · View Meeting
Apr 6, 2026
Experiment with image creation process for Wave Rider Studio
done · View Meeting
Apr 6, 2026
Get access credentials for Wave Rider Studio testing
open · View Meeting
Apr 6, 2026
Download and provide PDF documents for each Wave Rider Studio workflow box
done · View Meeting
Apr 6, 2026
Write tickets for email feature in blog automation
open · View Meeting
Apr 6, 2026
Send Slack note with meeting date for recording
done · View Meeting
Apr 6, 2026
Review meeting recording and provide feedback plan
done · View Meeting
Apr 6, 2026
Document additional service packages for clients
done · View Meeting
Mar 19, 2026
Set up Claude code account
done · View Meeting
Mar 19, 2026
Build and deploy QR code generator to qrcode.waveservices.com
done · View Meeting
Mar 19, 2026
Download Miro board documents as PDFs for AI project planning
done · View Meeting
Mar 19, 2026
Write tickets for blog automation email feature
done · View Meeting