Meetings (9)
Apr 27 10:34AM
Apr 20 10:31AM
Apr 17 10:30AM
Apr 16 12:13PM
Apr 10 10:38AM
Apr 6 1:30PM
Apr 2 3:16PM
Mar 23 4:33PM
Mar 20 12:15PM
Action Items (85)
Apr 28, 2026
Level set with Kent on invoice payment plan
open · View Meeting
Apr 28, 2026
Send invoice summary to accounting@techo.com
open · View Meeting
Apr 28, 2026
Develop plan for Andrew's extended engagement
open · View Meeting
Apr 28, 2026
Prepare Eugene for deployment responsibilities
done · View Meeting
Apr 28, 2026
Review mobile app developer resumes from September/October
open · View Meeting
Apr 28, 2026
Interview Hassan for project manager role
open · View Meeting
Apr 28, 2026
Explore Eastern European senior software engineer options
open · View Meeting
Apr 28, 2026
Revive US-based senior software engineer search
open · View Meeting
Apr 28, 2026
Evaluate Tant Lee for front-end and backend developer placement
open · View Meeting
Apr 28, 2026
Assess Romar's current engagement and accountability
open · View Meeting
Apr 28, 2026
Explore agentic workflow engine implementation
open · View Meeting
Apr 28, 2026
Contact Scott for Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting troubleshooting
pending_review · View Meeting
Apr 28, 2026
Coordinate with Andrew on Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Clarify priority conflict resolution with Anton
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix import roster logic to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Organize backlog with Nancy for prioritization
pending_review · View Meeting
Apr 28, 2026
Prepare sign-up process requirements with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate environment review and cloud migration
pending_review · View Meeting
Apr 28, 2026
Set up Romar for AI/VIB coding QA training
pending_review · View Meeting
Apr 28, 2026
Prepare payment flow update as first VIB coding project
pending_review · View Meeting
Apr 28, 2026
Assess Stripe migration accounting impact
done · View Meeting
Apr 28, 2026
Complete Miro board access setup for Nancy and Daniel
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting issue resolution
pending_review · View Meeting
Apr 28, 2026
Complete Twilio outbound calling implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Communicate priority conflict resolution to Anton
pending_review · View Meeting
Apr 28, 2026
Get file upload build ready for testing
pending_review · View Meeting
Apr 28, 2026
Set up AI/Vibe Coding environment and team training
pending_review · View Meeting
Apr 28, 2026
Have Nancy help organize and prioritize backlog
pending_review · View Meeting
Apr 28, 2026
Get involved in sign-up process design with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate cloud database migration for cost savings
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix roster import to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Plan Stripe migration customer communication strategy
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Compile one-to-many profile requirements documentation
pending_review · View Meeting
Apr 28, 2026
Prepare updated multi-state license requirements document
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up meeting for multi-state license solution
pending_review · View Meeting
Apr 28, 2026
Build brokerage editor and visibility editor in admin panel
done · View Meeting
Apr 28, 2026
Implement brokerage license validation and update process
done · View Meeting
Apr 28, 2026
Remove state licensing restriction on opportunity visibility
done · View Meeting
Apr 28, 2026
Research state license law nuances for multi-state jurisdictions
pending_review · View Meeting
Apr 28, 2026
Design multi-state license and brokerage visibility solution
pending_review · View Meeting
Apr 28, 2026
Release state dropdown fix and plan follow-up release
done · View Meeting
Apr 28, 2026
Review Jira Gantt chart plugin with Andrew
pending_review · View Meeting
Apr 28, 2026
Prepare report on closed tickets from Friday
pending_review · View Meeting
Apr 28, 2026
Add phone number field to roster table
pending_review · View Meeting
Apr 28, 2026
Verify webhook is correctly sending license data to Zoho
pending_review · View Meeting
Apr 28, 2026
Call Nancy about executive coaching and affiliate program
pending_review · View Meeting
Apr 28, 2026
Discuss staffing and development budget with Kevin
pending_review · View Meeting
Apr 27, 2026
Review grayed-out button support ticket from Nicole
done · View Meeting
Apr 27, 2026
Investigate duplicate agent records in database
done · View Meeting
Apr 27, 2026
Create tickets for import logic and manual agent addition issues
done · View Meeting
Apr 27, 2026
Meet with Nancy for Slack security access setup
pending_review · View Meeting
Apr 27, 2026
Investigate large file upload UI feedback issue (KP 10:66)
done · View Meeting
Apr 27, 2026
Investigate favorites visibility issue in multi-brokerage scenario
done · View Meeting
Apr 27, 2026
Implement favorites list clearing when agent changes brokerage
done · View Meeting
Apr 27, 2026
Establish rolling visibility list for production issues
pending_review · View Meeting
Apr 25, 2026
Connect with Scott Wilcos for agentic development framework tour
open · View Meeting
Apr 25, 2026
Schedule follow-up meeting on AI guardrails and productization
open · View Meeting
Apr 25, 2026
Develop minimum guardrails standard (MESG) for AI implementation
open · View Meeting
Apr 25, 2026
Implement daily security and code review checks for Vibe coding teams
open · View Meeting
Apr 25, 2026
Address Interlace Health infrastructure and permissions issues
open · View Meeting
Apr 25, 2026
Plan staffing adjustments at Interlace Health for agentic engine rollout
open · View Meeting
Apr 10, 2026
Investigate roster table migration scope
pending_review · 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
Schedule regular practice area leader meetings
open · View Meeting
Apr 6, 2026
Develop CTO practice area strategy and service offerings
done · View Meeting
Apr 6, 2026
Address firm diversity and representation strategy
open · View Meeting
Apr 6, 2026
Clarify Tech CXO's strategic direction and service evolution
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