Meetings (6)
Apr 17 8:32PM
Apr 14 8:11PM
Apr 13 7:32PM
Apr 2 6:45PM
Apr 2 6:12PM
Mar 19 7:31PM
Action Items (79)
Apr 28, 2026
Verify and provide missing bank statements for February and March
open · View Meeting
Apr 28, 2026
Reconnect or manually upload Wise account transactions
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Apr 28, 2026
Investigate Stripe integration and implement proper accounting integration
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Apr 28, 2026
Explore GoHighLevel to QuickBooks integration
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Apr 28, 2026
Provide payroll and hiring plan scenarios to financial team
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Apr 28, 2026
Execute payroll reductions and team restructuring
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Apr 28, 2026
Reconcile revenue discrepancies across systems
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Apr 28, 2026
Review and test Lucid financial platform
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Apr 28, 2026
Verify QuickBooks and GoHighLevel synchronization
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Apr 28, 2026
Reclassify Stripe loan payment in QuickBooks
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Apr 28, 2026
Share Google Drive folder with financial team
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Apr 28, 2026
Edit AI Optimization video while on call with Adam
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Apr 28, 2026
Finalize and send Regal Credit SOW
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Apr 28, 2026
Review Regal Credit proposal and approve for sending
done · View Meeting
Apr 28, 2026
Send Regal Credit SOW for signature
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Apr 28, 2026
Set up Stripe account for TechCXO
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Apr 28, 2026
Reach out to Paul King about operational support opportunity
done · View Meeting
Apr 28, 2026
Clarify David Johnston's availability for Tek opportunity
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Apr 28, 2026
Call Terry Zymniac at 5pm today
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Apr 28, 2026
Provide updated bio for Dana regarding David Johnston
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Apr 28, 2026
Schedule BQuest interviews with Daniel Furtao and team
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Apr 28, 2026
Confirm Total CSR meeting duration with Adam
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Apr 28, 2026
Cancel Beintandem meetings until further notice
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Apr 28, 2026
Prepare podcast script for Julia
done · View Meeting
Apr 28, 2026
Schedule David Johnston for podcast in couple of weeks
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Apr 28, 2026
Fix calendar tagging issue for TechCXO events
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Apr 28, 2026
Create demo of rental application for Glen review
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Apr 28, 2026
Schedule follow-up meeting with Glen
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Apr 28, 2026
Develop social media strategy for movie promotion
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Apr 28, 2026
Explore alternative social media help options
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Apr 28, 2026
Review Andrea's email about social media pricing
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Apr 28, 2026
Optimize website signup placement for movie notifications
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Apr 28, 2026
Build movie rental/purchase application with Stripe and Resend
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Apr 28, 2026
Set up Stripe account for movie payments
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Apr 28, 2026
Set up Resend account for email delivery
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Apr 28, 2026
Receive movie file and password from Glen
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Apr 28, 2026
Gain Squarespace access for website modifications
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Apr 28, 2026
Coordinate with Bruce regarding website changes
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Apr 28, 2026
Build movie rental application in Cloudflare
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Apr 28, 2026
Determine office hours session count scaling
pending_review · View Meeting
Apr 28, 2026
Finalize EOH pricing and product tiers
pending_review · View Meeting
Apr 28, 2026
Prepare executive committee presentation on EOH financial model
pending_review · View Meeting
Apr 28, 2026
Schedule EOH launch planning meeting with partners
pending_review · View Meeting
Apr 28, 2026
Obtain credit card gateway integration from TechXO
pending_review · View Meeting
Apr 28, 2026
Finalize EOH terms and conditions legal approval
pending_review · View Meeting
Apr 28, 2026
Prepare initial launch cohort and promotional materials
pending_review · View Meeting
Apr 28, 2026
Track time spent on EOH development for compensation
pending_review · View Meeting
Apr 28, 2026
Wrap up AI doctor project with Robbie
done · View Meeting
Apr 28, 2026
Build out 3-year financial projection model for EOH
pending_review · View Meeting
Apr 28, 2026
Clarify TechXO management fee structure for EOH
pending_review · View Meeting
Apr 28, 2026
Determine office hours staffing model and compensation
pending_review · View Meeting
Apr 28, 2026
Define bonus pool allocation for EOH program
pending_review · View Meeting
Apr 28, 2026
Determine community manager hours scaling model
pending_review · View Meeting
Apr 27, 2026
Process Avail Health action items from Mallory meeting
pending_review · View Meeting
Apr 27, 2026
Schedule Thursday meeting with Charm for Avail Health issues
pending_review · View Meeting
Apr 27, 2026
Download resume for Mr. Tran
pending_review · View Meeting
Apr 27, 2026
Send follow-up to Christina regarding Eric Tran
done · View Meeting
Apr 27, 2026
Bill office hours meeting to TechCXO
pending_review · View Meeting
Apr 27, 2026
Prepare for morning call with Katie and Terry
pending_review · View Meeting
Apr 27, 2026
Resolve payroll funding issue
pending_review · View Meeting
Apr 27, 2026
Communicate with Asan regarding payment delay
pending_review · View Meeting
Apr 27, 2026
Refine Atlas client management workflow
pending_review · View Meeting
Apr 27, 2026
Color-code calendar by top five clients
done · View Meeting
Apr 27, 2026
Build revenue projection dashboard in Atlas
pending_review · View Meeting
Apr 27, 2026
Delete garbage Dawn Bryan meeting from Atlas
pending_review · View Meeting
Apr 27, 2026
Fix AI action item extraction from meeting transcripts
done · View Meeting
Apr 27, 2026
Update client tier classifications in Atlas
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Gleb for TCSR
pending_review · View Meeting
Apr 27, 2026
Bill Interlace Health for canceled meeting
pending_review · View Meeting
Apr 27, 2026
Review critique with Zenara Health
pending_review · View Meeting
Apr 27, 2026
Schedule weekly meeting with Darren for SiteLabs
pending_review · View Meeting
Apr 27, 2026
Confirm meeting with Abraham at SiteLabs
done · View Meeting
Apr 27, 2026
Attend PNT meeting at 5:00 PM
pending_review · View Meeting
Apr 27, 2026
Start BQuest report
pending_review · View Meeting
Apr 27, 2026
Coordinate with Hugh on Clustr proposal
done · View Meeting
Apr 27, 2026
Schedule call with Century/Keypleaz
pending_review · View Meeting
Apr 6, 2026
Explore Claude Code remote control feature
done · View Meeting
Apr 6, 2026
Check out CMux terminal manager
done · View Meeting
Apr 6, 2026
Experiment with Claude Code for future projects
done · View Meeting