Meetings (3)
Apr 7 5:27PM
Apr 7 1:04PM
Mar 19 10:01AM
Action Items (53)
Apr 27, 2026
Map Q2 member funnel work to Teamwork task
open · View Meeting
Apr 27, 2026
Build dashboard for weekly metrics reporting
open · View Meeting
Apr 27, 2026
Provide list of variables for metrics dashboard
open · View Meeting
Apr 27, 2026
Verify Circle dashboard time filter functionality
done · View Meeting
Apr 27, 2026
Update dashboard to show time-period-specific totals
open · View Meeting
Apr 27, 2026
Add coupon code tracking to Circle dashboard
open · View Meeting
Apr 27, 2026
Check if Circle API exposes event data for RSVP/attendance tracking
open · View Meeting
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
open · View Meeting
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
open · View Meeting
Apr 27, 2026
Clarify Realm Plants affiliate relationship
done · View Meeting
Apr 27, 2026
Establish daily 5 AM check-in meetings with Angelique
open · View Meeting
Apr 27, 2026
Determine whether to keep Nancy for 30 more days
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Apr 27, 2026
Discuss work opportunity with Nancy regarding Pam's business
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Apr 27, 2026
Cancel all Plant Based Support meetings this week
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Apr 27, 2026
Review client data sheet for SEO and WordPress services
done · View Meeting
Apr 27, 2026
Develop SEO strategy for 7 SEO clients
open · View Meeting
Apr 27, 2026
Switch from old Teamwork to new Teamwork Builder system
open · View Meeting
Apr 27, 2026
Finalize staffing decisions and communicate with team
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Apr 27, 2026
Determine Angelique's new title
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Apr 27, 2026
Send Angelique calendar invite for 5:30 AM meeting
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Apr 27, 2026
Schedule meeting with Angelique to review video generation workflow
open · View Meeting
Apr 27, 2026
Test new Teamwork system daily and report bugs
done · View Meeting
Apr 27, 2026
Make staffing decisions and conduct termination conversations
open · View Meeting
Apr 27, 2026
Speak with Christy about her performance and potential termination
open · View Meeting
Apr 27, 2026
Hire new SEO specialist to start Monday
open · View Meeting
Apr 27, 2026
Send referral request emails to 45 clients
done · View Meeting
Apr 27, 2026
Transition Dennis to manage all client accounts
done · View Meeting
Apr 27, 2026
Invite Dennis to Reload Charlotte and Value Biz meetings
open · View Meeting
Apr 27, 2026
Expand Angelique's role to include leadership responsibilities
open · View Meeting
Apr 27, 2026
Schedule daily 5:30 AM meetings with Angelique for rest of week
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
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