Meetings (4)
Apr 20 7:30PM
Mar 20 2:30PM
Mar 20 12:15PM
Mar 20 11:07AM
Action Items (33)
Apr 27, 2026
Introduce Abraham to AI education contact
pending_review · View Meeting
Apr 27, 2026
Grant Bryan access to ClickUp workspace
pending_review · View Meeting
Apr 27, 2026
Create executive summary documentation of project trajectory
done · View Meeting
Apr 27, 2026
Get plugged into project tracking over next two weeks
pending_review · View Meeting
Apr 27, 2026
Provide input on RFP automation workflow
done · View Meeting
Apr 6, 2026
Review share button implementations in mobile apps
done · View Meeting
Apr 6, 2026
Research and demonstrate file sharing UI options
open · View Meeting
Apr 6, 2026
Schedule Monday requirements meeting with Scott
open · View Meeting
Apr 6, 2026
Send email with app sharing examples
done · View Meeting
Apr 6, 2026
Run script for inactive accounts master brokerage updates
done · View Meeting
Apr 6, 2026
Create script for custom addresses using Google API
done · View Meeting
Apr 6, 2026
Review file upload testing comments and videos
done · View Meeting
Apr 6, 2026
Investigate iOS upload crash issue
done · View Meeting
Apr 6, 2026
Establish standard pre-client meeting preparation process
open · View Meeting
Apr 6, 2026
Audit and update Teamwork project management system
open · View Meeting
Apr 6, 2026
Clarify account manager roles and responsibilities
open · View Meeting
Mar 20, 2026
Complete file upload requirements session with Scott
done · View Meeting
Mar 20, 2026
Review competitor apps for download UX patterns
done · View Meeting
Mar 20, 2026
Call Bryan on cell
done · View Meeting
Mar 20, 2026
Set up debit card for business filings
done · View Meeting
Mar 20, 2026
Ensure Lucid has materials to close February books
done · View Meeting
Mar 20, 2026
Complete manual spreadsheet build before automation
done · View Meeting
Mar 20, 2026
Learn state business filing process with Kelly
done · View Meeting
Mar 20, 2026
Complete North Carolina state filings
done · View Meeting
Mar 20, 2026
Complete second state filing for Next Wave Rentals
done · View Meeting
Mar 20, 2026
Restructure revenue categories on dashboard
done · View Meeting
Mar 20, 2026
Create separate projection tabs for financial forecasting
done · View Meeting
Mar 20, 2026
Build payment schedule tab for cash flow tracking
done · View Meeting
Mar 20, 2026
Update pro forma dashboard with formulas and revenue categories
done · View Meeting
Mar 20, 2026
Build pipeline/projections tab for deal tracking
done · View Meeting
Mar 20, 2026
Add total debt column to dashboard
done · View Meeting
Mar 20, 2026
Fix dashboard revenue calculations to use formulas instead of hard-coded values
done · View Meeting
Mar 20, 2026
Add monthly cost breakdown with payroll and expenses columns
done · View Meeting