Meetings (9)
Apr 15 6:30PM
Apr 14 7:29PM
Apr 8 5:02PM
Apr 7 3:01PM
Apr 7 12PM
Mar 30 3:32PM
Mar 19 6:53PM
Mar 19 6:34PM
Mar 19 10:29AM
Action Items (107)
Apr 28, 2026
Activate volunteer engagement for content creation
open · View Meeting
Apr 28, 2026
Launch Food for Life instruction program
open · View Meeting
Apr 28, 2026
Implement coupon code tracking in dashboard
open · View Meeting
Apr 28, 2026
Create board member referral QR codes
open · View Meeting
Apr 28, 2026
Develop pay-it-forward membership campaign
open · View Meeting
Apr 28, 2026
Optimize SEO for health keywords
open · View Meeting
Apr 28, 2026
Finalize board agreement and governance documents
open · View Meeting
Apr 28, 2026
Improve membership paywall and conversion flow
open · View Meeting
Apr 28, 2026
Share Vanguard campaign with board networks
done · View Meeting
Apr 28, 2026
Explore Vegan Summerfest partnership
open · View Meeting
Apr 28, 2026
Participate in VegeMichigan events
open · View Meeting
Apr 28, 2026
Launch PBS merchandise collection
open · View Meeting
Apr 28, 2026
Focus on financial metrics and sustainability
open · View Meeting
Apr 28, 2026
Expand board to increase fundraising capacity
open · View Meeting
Apr 28, 2026
Stagger annual donations for cash flow
open · View Meeting
Apr 28, 2026
Increase podcast release frequency
done · View Meeting
Apr 28, 2026
Research PCRM Food for Life pricing
open · View Meeting
Apr 28, 2026
Reactivate Google Ads backend work
open · View Meeting
Apr 28, 2026
Finalize Circle data metrics and formulas
open · View Meeting
Apr 28, 2026
Collect board pledge signatures
open · View Meeting
Apr 28, 2026
Improve dashboard graphs and visualization
open · View Meeting
Apr 28, 2026
Build social media automation engine
open · View Meeting
Apr 28, 2026
Teach team vibe coding and Claude AI
open · View Meeting
Apr 28, 2026
Explore Circle replacement platform
open · View Meeting
Apr 28, 2026
Track RSVP attendance metrics
open · View Meeting
Apr 28, 2026
Optimize Google Ad Grant spending
open · View Meeting
Apr 28, 2026
Follow up on Vanguard campaign donations
open · View Meeting
Apr 28, 2026
Set up CRM for email campaigns
open · View Meeting
Apr 28, 2026
Resolve Circle reporting discrepancies
open · View Meeting
Apr 28, 2026
Convert free members to paid tier
open · View Meeting
Apr 28, 2026
Develop affiliate partnerships
open · View Meeting
Apr 28, 2026
Publish podcast episodes on schedule
open · View Meeting
Apr 28, 2026
Secure Dr. Michael Gregor for podcast
open · View Meeting
Apr 28, 2026
Optimize nonprofit tool discounts
open · View Meeting
Apr 28, 2026
Transition from paid Slack to free nonprofit Slack
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: Plant Based Support Board Meeting (PBS)
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
Process deposit payment for new hire
open · View Meeting
Apr 28, 2026
Interview additional sales candidates on Thursday
done · View Meeting
Apr 28, 2026
Hold Wix developer position pending full-stack developer search
done · View Meeting
Apr 28, 2026
Prepare onboarding materials for SEO/marketing hire
open · View Meeting
Apr 28, 2026
Reach out to Pam from Keypleaz regarding account transition
open · View Meeting
Apr 28, 2026
Coordinate Hassan's exit interview and last day
open · View Meeting
Apr 28, 2026
Confirm Hassan's final day with team
open · View Meeting
Apr 27, 2026
Investigate GoDaddy charge and domain management
open · View Meeting
Apr 27, 2026
Research WIS website renewal and TechSoup discount
open · View Meeting
Apr 27, 2026
Establish decision-making framework for Bryan and Jessica meetings
open · View Meeting
Apr 27, 2026
Revise board pledge document
open · View Meeting
Apr 27, 2026
Prepare board meeting presentation on financials
open · View Meeting
Apr 27, 2026
Identify and recruit additional board members for donations
open · View Meeting
Apr 27, 2026
Unlock member payment collection automation
open · View Meeting
Apr 27, 2026
Establish monthly financial meeting cadence
open · View Meeting
Apr 27, 2026
Document board member donation expectations and timeline
open · View Meeting
Apr 27, 2026
Implement donor recognition strategy
open · View Meeting
Apr 27, 2026
Confirm handshake agreement with Paul on monthly deficit coverage
open · View Meeting
Apr 27, 2026
Follow up with Paul on financials and concerns
open · 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 15, 2026
Direct Jessica to cease contact with Paul about conflict
pending_review · View Meeting
Apr 7, 2026
New client detected: plantbasedsupport.org -- tap to confirm
open · View Meeting
Apr 6, 2026
Add company name column to recurring revenue spreadsheet
open · View Meeting
Apr 6, 2026
Screenshot recurring revenue list and post to FIN Slack channel
open · View Meeting
Apr 6, 2026
Install Claude on computer
open · View Meeting
Apr 6, 2026
Restructure recurring revenue spreadsheet with Claude
open · View Meeting
Apr 6, 2026
Upload February bank statements to Lucid Finance Google Drive
open · View Meeting
Apr 6, 2026
Review Lucid Finance QuickBooks work for February
open · View Meeting
Apr 6, 2026
Create cash flow projection for next 2-3 months
open · View Meeting
Apr 6, 2026
Watch Claude Cowork tutorial videos
done · View Meeting
Apr 6, 2026
Practice Claude Cowork before tomorrow meeting
done · View Meeting
Apr 6, 2026
Spend 30 minutes on Claude Cowork training tomorrow morning
open · View Meeting
Apr 6, 2026
Verify and update payroll tab in pro forma
open · View Meeting
Apr 6, 2026
Loop in Janine to Slack conversation about Brandon Cassiano recurring invoice
open · View Meeting
Apr 6, 2026
Clarify Clay invoice status with Martin
done · View Meeting
Apr 6, 2026
Provide guidance on task rollout
open · View Meeting
Apr 6, 2026
Follow up with Taylor Rotunda Electric
done · View Meeting
Apr 6, 2026
Create task for GitHub question from Jessica
open · View Meeting
Apr 6, 2026
Investigate GitHub issue
done · View Meeting
Apr 6, 2026
Decide on email signature solution approach
done · View Meeting
Apr 6, 2026
Discuss social onboarding form approach offline
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
Complete Teamwork cleanup and maintenance package revamp
done · View Meeting
Mar 19, 2026
Build HTML email signature for Jessica
done · View Meeting
Mar 19, 2026
Create task for Sergei regarding Jessica's GoHighLevel question
done · View Meeting