Meetings (19)
Apr 28 2:26PM
Apr 27 8:31PM
Apr 24 3:31PM
Apr 21 6:55PM
Apr 20 9:44PM
Apr 20 6:29PM
Apr 17 8:32PM
Apr 16 5:29PM
Apr 15 9:07PM
Apr 14 2:29PM
Apr 7 5:27PM
Apr 2 7:31PM
Mar 24 8:41PM
Mar 20 4:59PM
Mar 20 2:32PM
Mar 18 7:03PM
Mar 17 7:31PM
Mar 16 9PM
Mar 16 2:31PM
Decisions (20)
Apr 28, 2026
Brendan to set up Claude Cowork headless on personal machine
Brendan decided to set up Claude Cowork running headless on a personal machine this weekend as a tool for testing and le...
Apr 28, 2026
Brendan to experiment with Claude Cowork this weekend
Brendan agreed to spend time experimenting with Claude Cowork over the weekend to learn how it works so he can teach oth...
Apr 28, 2026
Refine Plan of Care implementation
Decided to refine the Plan of Care feature before it moves further down the process, addressing gaps in detail and clari...
Apr 28, 2026
Proceed with AI chat integration feature
Agreed to move forward with Fernando's AI demo that integrates a chat library into the product, enabling interactive cha...
Apr 28, 2026
Eileen's First Day Schedule on May 4th
Decided that Eileen will start on May 4th with meetings scheduled at 8:30 AM Pacific (with Bryan), followed by sales and...
Apr 28, 2026
Brendan's Mentorship and Observation Approach
Agreed that Brendan will observe and attend meetings with Bryan to learn the CTO role without steering decisions, positi...
Apr 28, 2026
Bryan's Stand-up Attendance Commitment
Committed to attending Monday, Tuesday, and Friday daily stand-ups, with Monday being the priority meeting for dev and p...
Apr 28, 2026
Production Deployment Timeline
Agreed to deploy production by Monday (one week from meeting date) without domain wiring, allowing for testing and valid...
Apr 28, 2026
Bryan's CTO Role as Temporary Fundraising Support
Decided that Bryan will temporarily assume CTO title to support Amantha's fundraising efforts, with the explicit goal of...
Apr 28, 2026
Grooming Bryan for CTO role
Bryan decided to set the tone and direction to help someone (likely Brendan or another team member) become CTO in six to...
Apr 28, 2026
Proposal needs revision before sending
Bryan and Speaker 2 decided they cannot send out the proposal today and need to talk with David first to clarify the $28...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th, with full onboarding completi...
Apr 28, 2026
Plan to hire additional customer success staff
Decision made to hire an additional customer success team member after leadership returns from travel to help alleviate ...
Apr 28, 2026
Plan to hire Lubna's replacement in engineering
Decision to hire another engineer (Lubna number two) to allow Lubna to transition into her engineering role at the compa...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Apr 28, 2026
Future hiring plan approved
Approved plan to hire additional customer success staff to alleviate workload for Manny, followed by hiring a second eng...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th with full onboarding completio...
Apr 28, 2026
New sales development rep hire approved
Approved hiring of a new sales development rep (Katie's sister) to set appointments for Katie, starting May 11th after h...
Apr 28, 2026
New product hire approved
Approved hiring of Blue and Eileen as new hires on base UPS products, starting next Monday with onboarding before the al...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Action Items (171)
Apr 28, 2026
Review code and create project breakdown spreadsheet
done · View Meeting
Apr 28, 2026
Forward login credentials to Andrew
pending_review · View Meeting
Apr 28, 2026
Lead and coordinate AI build project
done · View Meeting
Apr 28, 2026
Send proposal template to Andrew
pending_review · View Meeting
Apr 28, 2026
Create Texxo proposal template for PayPal
pending_review · View Meeting
Apr 28, 2026
Review and approve proposal
pending_review · View Meeting
Apr 28, 2026
Assign Dan as account manager for weekly check-ins
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: 10:26 AM - Slack meeting April 28
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: 10:26 AM - Slack meeting April 28
done · View Meeting
Apr 28, 2026
Interview Kathleen and Maxim for QA role
open · View Meeting
Apr 28, 2026
Negotiate QA salary with Jordan for Rya Nazari
open · View Meeting
Apr 28, 2026
Align with Anton on QA candidate selection
open · View Meeting
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
Establish daily 5 AM check-in meetings with Angelique
open · View Meeting
Apr 27, 2026
Determine whether to keep Nancy for 30 more days
open · View Meeting
Apr 27, 2026
Discuss work opportunity with Nancy regarding Pam's business
open · View Meeting
Apr 27, 2026
Cancel all Plant Based Support meetings this week
open · View Meeting
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
open · View Meeting
Apr 27, 2026
Determine Angelique's new title
open · View Meeting
Apr 27, 2026
Send Angelique calendar invite for 5:30 AM meeting
open · View Meeting
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 27, 2026
Provide proposals for Regal Credit and Rogers & Hollands clients
pending_review · View Meeting
Apr 27, 2026
Confirm Tech CXO contractor structure with HR
pending_review · View Meeting
Apr 27, 2026
Assign Connor and Speaker 2 to Regal Credit account management
pending_review · View Meeting
Apr 27, 2026
Assign account manager to Rogers & Hollands client
pending_review · View Meeting
Apr 27, 2026
Whiteboard Cluster pitch deck and service offerings
done · View Meeting
Apr 27, 2026
Prepare SA MVP demo for Wednesday meeting
done · View Meeting
Apr 27, 2026
Schedule Wednesday SA demo and review session
pending_review · View Meeting
Apr 27, 2026
Audit SA platform and provide feedback
done · View Meeting
Apr 27, 2026
Dry run SA onboarding process
pending_review · View Meeting
Apr 27, 2026
Develop AI Speakers Assessment tool for SA promotion
done · View Meeting
Apr 27, 2026
Get Connor and Speaker 2 plugged into Tech CXO executive office hours
pending_review · View Meeting
Apr 27, 2026
Schedule monthly luncheon learn with Site Labs (Abe)
pending_review · View Meeting
Apr 27, 2026
Follow up on SA implementation with Site Labs
done · View Meeting
Apr 27, 2026
Explore Tech CXO partnership for SA distribution
done · View Meeting
Apr 27, 2026
Prepare for Claude Certified Architects Foundation exam
done · View Meeting
Apr 27, 2026
Confirm Connor's commitment to Cluster
done · View Meeting
Apr 27, 2026
Respond to Bryan on Tech CXO working relationship and current clients
done · View Meeting
Apr 27, 2026
Map out SA feature plan and MVP scope
done · View Meeting
Apr 27, 2026
Develop SA landing page and messaging
done · View Meeting
Apr 27, 2026
Explore Techcxo support for Cluster's billion-dollar engagement
pending_review · View Meeting
Apr 27, 2026
Follow up on Lauren's new TTA relationship announcement
done · View Meeting
Apr 27, 2026
Organize kickoff call and grant paperwork for Sarah/Exis client
pending_review · View Meeting
Apr 27, 2026
Meet with James to discuss CTO role and SDLC improvements
pending_review · View Meeting
Apr 27, 2026
Write proposal for BQuest restructuring
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Wednesday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Friday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest refinement and maintenance planning Friday 09:00-10:00 ET
pending_review · View Meeting
Apr 27, 2026
Cancel or reschedule weekly team meeting this week
pending_review · View Meeting
Apr 27, 2026
Add Bryan to ProductBoard for BQuest project tracking
done · View Meeting
Apr 27, 2026
Inquire about Daniel and new developer rates for BQuest
pending_review · View Meeting
Apr 27, 2026
Send coupon codes to founding executives
pending_review · View Meeting
Apr 27, 2026
Create marketing copy for Executive Office Hours promotion
pending_review · View Meeting
Apr 27, 2026
Invite 25-30 curated prospects to Executive Office Hours
pending_review · View Meeting
Apr 27, 2026
Create Slack channel for founding executives
pending_review · View Meeting
Apr 27, 2026
Finalize financial split and EC committee presentation
pending_review · View Meeting
Apr 27, 2026
Fix LinkedIn login issue
pending_review · View Meeting
Apr 27, 2026
Debug session creation and availability features
pending_review · View Meeting
Apr 27, 2026
Implement automatic recording feature
pending_review · View Meeting
Apr 27, 2026
Add transcript extraction to recording workflow
pending_review · View Meeting
Apr 27, 2026
Verify privacy disclosures and state compliance
pending_review · View Meeting
Apr 27, 2026
Clarify one-on-one session workflow
pending_review · View Meeting
Apr 27, 2026
Ensure all founding executives have at least one session scheduled
pending_review · View Meeting
Apr 27, 2026
Coordinate consensus on free session policy
pending_review · View Meeting
Apr 27, 2026
Wait for DNS propagation and verify new website
pending_review · View Meeting
Apr 27, 2026
Digest project documents and create 30-day plan
pending_review · View Meeting
Apr 27, 2026
Conduct discovery interviews with client team
pending_review · View Meeting
Apr 27, 2026
Schedule weekly one-hour check-in meetings
pending_review · View Meeting
Apr 27, 2026
Divide work responsibilities between David and Andrew
pending_review · View Meeting
Apr 27, 2026
Conduct Friday morning team check-in
pending_review · View Meeting
Apr 27, 2026
Schedule Friday afternoon client call
pending_review · View Meeting
Apr 27, 2026
Coordinate meeting setup with client contacts
pending_review · View Meeting
Apr 27, 2026
Evaluate orchestration engine options with Scott
pending_review · View Meeting
Apr 27, 2026
Create time tracking spreadsheet for project
pending_review · View Meeting
Apr 27, 2026
Schedule onboarding meeting with Eileen on May 4th at 8:30 AM PT
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's first day meetings with Brendan and Amantha
pending_review · View Meeting
Apr 27, 2026
Schedule daily check-ins with Eileen for week of May 4th
pending_review · View Meeting
Apr 27, 2026
Schedule weekly meeting with Bryan, Eileen, and Brendan
pending_review · View Meeting
Apr 27, 2026
Reach out to Justin about project and bandwidth
pending_review · View Meeting
Apr 27, 2026
Interview Paul King about bandwidth and availability
pending_review · View Meeting
Apr 27, 2026
Set up weekly 15-20 minute check-in with Anthony on Tuesdays at 4 PM
pending_review · View Meeting
Apr 27, 2026
Accept RXPost daily standup meetings for Monday and Friday
pending_review · View Meeting
Apr 27, 2026
Cancel one-on-one meetings with Anton and Gleb
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Gleb from TCSR for Monday or Tuesday at 8:30 AM
pending_review · View Meeting
Apr 27, 2026
Confirm Site Labs Global meeting dates with Darren
pending_review · View Meeting
Apr 27, 2026
Block heads-down time for video recording and CTO practice lead planning
pending_review · View Meeting
Apr 27, 2026
Fix phone number validation issue in EIT application
done · View Meeting
Apr 27, 2026
Clarify coupon code visibility on signup page
done · View Meeting
Apr 16, 2026
Inform Amantha of conversation results with Christina
pending_review · View Meeting
Apr 15, 2026
Review and assess the website
pending_review · View Meeting
Apr 15, 2026
Work with Abe to shift from corporate to startup mindset
pending_review · View Meeting
Apr 15, 2026
Email accounting to correct payroll errors and billing allocation
pending_review · View Meeting
Apr 6, 2026
Clarify Ashley's time card entries for training
open · View Meeting
Apr 6, 2026
Invite Ashley to P&T meeting
open · View Meeting
Apr 6, 2026
Explore Ashley helping organize fall partner meeting
open · View Meeting
Apr 6, 2026
Request permission from wife to work weekend on Troymed project
done · View Meeting
Apr 6, 2026
Contact Jay Clemens about Troymed project budget
open · View Meeting
Apr 6, 2026
Check Handler Associates for available video coder
open · View Meeting
Apr 6, 2026
Contact current client about hiring their vibe coder
open · View Meeting
Apr 6, 2026
Document Keypleaz magic link download setup in Confluence
done · View Meeting
Apr 6, 2026
Prepare AI framework documentation and guardrails approach
done · View Meeting
Apr 6, 2026
Conduct product discovery for Rural Health Hub
open · View Meeting
Apr 6, 2026
Onboard Vic Kumar as AI developer
open · View Meeting
Apr 6, 2026
Schedule sidebar strategy discussion on AI pricing model
open · View Meeting
Apr 6, 2026
Follow up on Motion Works bid status and competition
done · View Meeting
Apr 6, 2026
Create Google Slide presentation for engineering team meeting
done · View Meeting
Apr 6, 2026
Clarify objectives for Thursday engineering team presentation with Amantha
done · View Meeting
Apr 6, 2026
Complete leadership training course review
done · View Meeting
Apr 6, 2026
Add Vic to meeting with Kara
open · View Meeting
Apr 6, 2026
Forward emails from Kara to Vic
open · View Meeting
Apr 6, 2026
Follow up with Christie and Jessica about Krisp account downgrade
open · View Meeting
Apr 6, 2026
Gather transcripts for Interlace status update
open · View Meeting
Mar 20, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: advocatehealth.org -- tap to confirm
open · View Meeting
Mar 17, 2026
Plan annual Passport launch strategy for January
done · View Meeting
Mar 17, 2026
Coordinate with Nextwave to revise Passport landing page format
done · View Meeting
Mar 17, 2026
Finalize Passport speaker list and categorization
done · View Meeting
Mar 17, 2026
Coordinate with video editor on Passport trailer (optional)
delegated · View Meeting
Mar 17, 2026
Explore Circle paywall payment options with Gemini
done · View Meeting
Mar 17, 2026
Clarify Nextwave project requirements and improve communication
done · View Meeting
Mar 17, 2026
Review Nextwave Passport landing page and provide feedback
done · View Meeting
Mar 17, 2026
Create Passport 2026 Circle paywall
delegated · View Meeting
Mar 17, 2026
Finalize Passport 2026 product strategy and pricing
delegated · View Meeting
Mar 17, 2026
Establish recurring meeting schedule with Jessica
open · View Meeting
Mar 16, 2026
Watch Chris Foss MasterClass negotiation videos
done · View Meeting
Mar 16, 2026
Attend offsite and participate in daily standups
done · View Meeting
Mar 16, 2026
Schedule session with Amantha on Claude Code
done · View Meeting
Mar 16, 2026
Schedule Friday prep meeting with Brendan
done · View Meeting
Mar 16, 2026
Build Slack bot for medication transfer requests
done · View Meeting
Mar 16, 2026
Complete AI migration to parity by end of month
done · View Meeting
Mar 16, 2026
Conduct final culture vibe check interviews with designer candidates
done · View Meeting
Mar 16, 2026
Finalize job description for next engineer hire
done · View Meeting
Mar 16, 2026
Prepare SDLC, roadmap, and org chart visuals
done · View Meeting
Mar 16, 2026
Record hiring video for project manager position
done · View Meeting
Mar 16, 2026
Prepare architectural diagrams and demo for Friday meeting
done · View Meeting
Mar 16, 2026
Prepare for tech session presentation
done · View Meeting
Mar 16, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting
Mar 16, 2026
Compile reference links and resources from panelists
open · View Meeting
Mar 16, 2026
Explore audience engagement tools for panel
open · View Meeting
Mar 16, 2026
Clarify event objectives and messaging with planning committee
open · View Meeting
Mar 16, 2026
Schedule pre-event panel meeting
open · View Meeting
Mar 16, 2026
Share panel document with editor access
done · View Meeting
Mar 16, 2026
Coordinate with marketing team on social media promotion
open · View Meeting
Mar 16, 2026
Finalize panel question document with tweaks
open · View Meeting
Mar 16, 2026
Provide hotel information to panelists
open · View Meeting
Mar 16, 2026
Collect panelist headshots and bios
open · View Meeting