Meetings (9)
Apr 24 10:31AM
Apr 17 9:38AM
Apr 8 9PM
Apr 8 8:29PM
Mar 20 2:30PM
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Aug 21 12AM
EXT: Interlace Health/Meditology HITRUST i1 Weekly Status (IH) Interlace Health
Jul 11 12AM
AI Team Weekly Demo Meeting (IMH copy) Zenara Health
Decisions (22)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
Apr 28, 2026
Launch as five for current rock cycle
Decided to launch 'as five' for this rock cycle now that the team knows what they're doing and have measurable objective...
Apr 28, 2026
Set May 1st deadline for design changes and completion
Committed to completing all design changes and related deliverables by May 1st for the current rock cycle.
Apr 28, 2026
Implemented Linear to Teams MCP automation
Approved the creation of a Linear to Teams MCP that automatically syncs all Teams tasks and transcripts to Linear every ...
Apr 28, 2026
Created weekly Ellton report automation in Claude
Decided to automate the weekly Ellton report generation in Claude to run every Wednesday, pulling data from the Linear s...
Apr 28, 2026
Replaced Java role with Linear to Cloud Code integration
Decided to replace the Java role with Linear to Cloud Code using team connector for improved reliability and integration...
Apr 28, 2026
Refactor Timer Architecture
Decided to completely refactor the Timer architecture rather than patch existing defects. The new architecture will foll...
Apr 28, 2026
Approve Infrastructure Load Testing
Approved the infrastructure load testing and concurrent users capacity demonstration, which is now complete and ready fo...
Apr 28, 2026
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
Apr 28, 2026
Thinkative product readiness assessment
Bryan confirmed that the Thinkative product is ready for sale with security and compliance at an A/A- level after patche...
Apr 28, 2026
Offer extended to Ashley for Head of Commercial role
Morris decided to extend an offer to Ashley, who previously served as founding go-to-market person at Alma (a psychiatry...
Action Items (100)
Apr 28, 2026
Establish communication protocol with team leadership
done · View Meeting
Apr 28, 2026
Reassign Angelique to leadership capacity
open · View Meeting
Apr 28, 2026
Clean up Teamwork, Slack, Gmail, and Jira access
open · View Meeting
Apr 28, 2026
Request password reset assistance from Angelo
open · View Meeting
Apr 28, 2026
Discuss Charm Enterprise account activation
open · View Meeting
Apr 28, 2026
Log bug for Charm medical history import workflow
open · View Meeting
Apr 28, 2026
Investigate custom form options in Charm scheduling
open · View Meeting
Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
open · View Meeting
Apr 28, 2026
Develop care navigator task assignment workflow
open · View Meeting
Apr 28, 2026
Get legal opinion on Charm API usage for referral management
open · View Meeting
Apr 28, 2026
Implement automated referral intake system
open · View Meeting
Apr 28, 2026
Instruct Joe to use tasks instead of referrals for follow-ups
open · View Meeting
Apr 28, 2026
Develop nurse note workflow with provider sign-off
open · View Meeting
Apr 28, 2026
Customize treatment plan goals and objectives in Charm
open · View Meeting
Apr 28, 2026
Encourage Joe to use Whisper Flow instead of Whisper AI
open · View Meeting
Apr 28, 2026
Investigate auto-scoring for questionnaires in Charm
open · View Meeting
Apr 28, 2026
Explore dual-signature PDF upload options in Charm
open · View Meeting
Apr 28, 2026
Compile and send follow-up answers to Charm implementation team
open · View Meeting
Apr 28, 2026
Prepare for Delane meeting with SEO audit findings
pending_review · View Meeting
Apr 28, 2026
Discuss pricing content strategy with Delane
pending_review · View Meeting
Apr 28, 2026
Fix podcast blurb text alignment
pending_review · View Meeting
Apr 28, 2026
Determine allocation of Mark Wilk payment
pending_review · View Meeting
Apr 28, 2026
Create implementation SOP for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Conduct internal kickoff for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Schedule client kickoff call with Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Cancel Lynch Law Wix account
pending_review · View Meeting
Apr 28, 2026
Compile Wix payment list for Bryan
pending_review · View Meeting
Apr 28, 2026
Verify New York ASF credit card assignment
pending_review · View Meeting
Apr 28, 2026
Review Delane SEO audit and create task list for Farhan
pending_review · View Meeting
Apr 28, 2026
Prepare Delane proposal for fixed-price SEO work
pending_review · View Meeting
Apr 28, 2026
Address team communication issue with Brett
pending_review · View Meeting
Apr 28, 2026
Establish ticket routing protocol with Brett
pending_review · View Meeting
Apr 28, 2026
Send landing page tasks to Farhan
pending_review · View Meeting
Apr 28, 2026
Review scraper and blog automation with Farhan
pending_review · View Meeting
Apr 28, 2026
Develop plan for Sergei to learn website development
pending_review · View Meeting
Apr 28, 2026
Increase Dennis's workload and monitor productivity
pending_review · View Meeting
Apr 28, 2026
Review new department-focused agenda structure
pending_review · View Meeting
Apr 28, 2026
Communicate social media automation timeline to Jessica
pending_review · View Meeting
Apr 28, 2026
Clarify ticket handling process with Jessica
pending_review · View Meeting
Apr 28, 2026
Meet with Fox Farms about domain access request
pending_review · View Meeting
Apr 28, 2026
Update credit card information for Wave vendors
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Bahamas Burgers
pending_review · View Meeting
Apr 28, 2026
Push Farhan on social media automation development
pending_review · View Meeting
Apr 28, 2026
Review onboarding documents with Farhan
pending_review · View Meeting
Apr 28, 2026
Assign website image updates to Farhan
pending_review · View Meeting
Apr 28, 2026
Clarify Fernanda invoice and ad management
pending_review · View Meeting
Apr 28, 2026
Get ad account access credentials documented
pending_review · View Meeting
Apr 27, 2026
Call Kathleen McDavid to confirm meeting details
open · View Meeting
Apr 27, 2026
Get publicist contact information from Sari
open · View Meeting
Apr 27, 2026
Check conference access for Mary's free month
open · View Meeting
Apr 27, 2026
Fix WordPress event submission issue
done · View Meeting
Apr 27, 2026
Provide license issue details to Martin
done · View Meeting
Apr 27, 2026
Review ads and dashboard on Sunday
open · View Meeting
Apr 27, 2026
Review GHL automations
open · View Meeting
Apr 27, 2026
Return logo revisions to Sergi
open · View Meeting
Apr 27, 2026
Respond to furniture configurator ticket
open · View Meeting
Apr 27, 2026
Complete self-defense therapy implementation response
open · View Meeting
Apr 27, 2026
Test AI inbound calling system daily
open · View Meeting
Apr 27, 2026
Meet with Farhan on AI calling system fix
open · View Meeting
Apr 27, 2026
Create tickets for system debugging and improvements
pending_review · View Meeting
Apr 27, 2026
Investigate duplicate license records in sign-up process
pending_review · View Meeting
Apr 27, 2026
Determine who created orphaned roster record on March 22
pending_review · View Meeting
Apr 27, 2026
Calculate log file storage growth and expand disk space
pending_review · View Meeting
Apr 27, 2026
Extend log retention from 6 months to 12 months
pending_review · View Meeting
Apr 27, 2026
Fix address display inconsistency in admin roster view
pending_review · View Meeting
Apr 27, 2026
Redesign admin roster display for one-to-many address relationships
pending_review · View Meeting
Apr 27, 2026
Add 'updated_by' column to roster table
pending_review · View Meeting
Apr 27, 2026
Convert all timestamps to Eastern Time display
pending_review · View Meeting
Apr 27, 2026
Document deactivate button behavior differences between Roster and Registered tables
pending_review · View Meeting
Apr 27, 2026
Fix deactivated user login error message
pending_review · View Meeting
Apr 27, 2026
Verify Sonrena Green duplicate address issue
pending_review · View Meeting
Apr 27, 2026
Reactivate Kim Johnstone when KW brokerage goes live
pending_review · View Meeting
Apr 8, 2026
Launch MyCustodyShield.com go-to-market campaign
pending_review · View Meeting
Apr 8, 2026
Transition Martin to new ventures support
pending_review · View Meeting
Apr 8, 2026
Restructure Next Wave for cash flow positivity
pending_review · 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
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 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