Meetings (11)
Apr 15 6:30PM
Apr 8 9PM
Apr 8 8:29PM
Apr 2 3:16PM
Apr 2 12:02PM
Mar 31 7:33PM
Mar 30 3:32PM
Mar 24 8:41PM
Mar 20 2:30PM
Mar 19 6:53PM
Mar 19 12AM
Action Items (79)
Apr 28, 2026
Review documents with software updates and fix items
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Apr 28, 2026
Determine UTM link format and implementation strategy
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Apr 28, 2026
Review and polish Farhan's local outreach automation
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Apr 28, 2026
Develop comprehensive marketing and sales plan for Next Wave
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Apr 28, 2026
Establish faster sales process for client audits and proposals
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Apr 28, 2026
Plan Next Wave team restructuring and compensation review
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Apr 28, 2026
Assign Angelique to lead marketing and sales initiatives
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Apr 28, 2026
Prepare homework on website improvements
done · View Meeting
Apr 28, 2026
Schedule follow-up session with Ashley
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Apr 28, 2026
Create ticket triage SOP
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Apr 28, 2026
Clear out Desk ticket backlog
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Apr 28, 2026
Establish daily standup process for project reviews
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Apr 28, 2026
Create action items list from meeting transcript
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Apr 28, 2026
Update Lakeside Living SEO recommendations ticket
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Apr 28, 2026
Assign April issue ticket to Sergi with QA handoff
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Apr 28, 2026
Log time against Go Cut Grass project
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Apr 28, 2026
Update Go Cut Grass dashboard with last contact date
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Apr 28, 2026
Close stale Relo Charlotte ticket
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Apr 28, 2026
Implement ticket triage schedule
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Apr 28, 2026
Find or recreate implementation onboarding form
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Apr 28, 2026
Update onboarding form for new packages
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Apr 28, 2026
Identify website sections needing video content
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Apr 28, 2026
Attend Angelo and Sergi website meeting
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Apr 28, 2026
Review Next Wave website this week
done · View Meeting
Apr 28, 2026
Add website redesign package options
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Apr 28, 2026
Create comparison table for website packages
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Apr 28, 2026
Create vibe code mockup website example
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Apr 28, 2026
Explore Codex for website building
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Apr 28, 2026
Research SEO keywords and strategy for Next Wave website
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Apr 28, 2026
Schedule website strategy meeting
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Apr 28, 2026
Confirm Jericho's hourly rate
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Apr 28, 2026
Interview two additional sales candidates
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Apr 28, 2026
Make hiring decision on Jericho for SEO role
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Apr 28, 2026
Level set with Kent on invoice payment plan
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Apr 28, 2026
Send invoice summary to accounting@techo.com
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Apr 28, 2026
Develop plan for Andrew's extended engagement
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Apr 28, 2026
Prepare Eugene for deployment responsibilities
done · View Meeting
Apr 28, 2026
Review mobile app developer resumes from September/October
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Apr 28, 2026
Interview Hassan for project manager role
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Apr 28, 2026
Explore Eastern European senior software engineer options
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Apr 28, 2026
Revive US-based senior software engineer search
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Apr 28, 2026
Evaluate Tant Lee for front-end and backend developer placement
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Apr 28, 2026
Assess Romar's current engagement and accountability
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Apr 28, 2026
Explore agentic workflow engine implementation
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Apr 28, 2026
Establish communication protocol with team leadership
done · View Meeting
Apr 28, 2026
Reassign Angelique to leadership capacity
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Apr 28, 2026
Clean up Teamwork, Slack, Gmail, and Jira access
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Apr 28, 2026
Request password reset assistance from Angelo
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Apr 28, 2026
Discuss Charm Enterprise account activation
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Apr 28, 2026
Log bug for Charm medical history import workflow
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Apr 28, 2026
Investigate custom form options in Charm scheduling
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Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
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Apr 28, 2026
Develop care navigator task assignment workflow
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Apr 28, 2026
Get legal opinion on Charm API usage for referral management
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Apr 28, 2026
Implement automated referral intake system
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Apr 28, 2026
Instruct Joe to use tasks instead of referrals for follow-ups
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Apr 28, 2026
Develop nurse note workflow with provider sign-off
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Apr 28, 2026
Customize treatment plan goals and objectives in Charm
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Apr 28, 2026
Encourage Joe to use Whisper Flow instead of Whisper AI
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Apr 28, 2026
Investigate auto-scoring for questionnaires in Charm
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Apr 28, 2026
Explore dual-signature PDF upload options in Charm
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Apr 28, 2026
Compile and send follow-up answers to Charm implementation team
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Apr 15, 2026
Direct Jessica to cease contact with Paul about conflict
pending_review · View Meeting
Apr 8, 2026
Launch MyCustodyShield.com go-to-market campaign
pending_review · View Meeting
Apr 8, 2026
Transition Martin to new ventures support
pending_review · View Meeting
Apr 8, 2026
Restructure Next Wave for cash flow positivity
pending_review · 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
Apr 6, 2026
Investigate and fix form submission speed issue
open · View Meeting
Apr 6, 2026
A/B test form field configurations
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Apr 6, 2026
Make email optional and phone number required on RSI form
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Apr 6, 2026
Establish standard pre-client meeting preparation process
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Apr 6, 2026
Audit and update Teamwork project management system
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Apr 6, 2026
Clarify account manager roles and responsibilities
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Apr 6, 2026
Add Vic to meeting with Kara
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Apr 6, 2026
Forward emails from Kara to Vic
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Apr 6, 2026
Follow up with Christie and Jessica about Krisp account downgrade
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Apr 6, 2026
Gather transcripts for Interlace status update
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