Meetings (4)
Apr 2 3:16PM
Mar 31 7:33PM
Mar 31 5PM
Mar 20 2:30PM
Action Items (54)
Apr 28, 2026
Turn off AI answering service and switch to manual phone answering
open · View Meeting
Apr 28, 2026
Determine VPI login and AI phone system settings
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Apr 28, 2026
Share Teamwork alternative system link and gather feedback
open · View Meeting
Apr 28, 2026
Investigate Sendgrid access for Forsyth
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Apr 28, 2026
Handle voicemail from Linnet and transfer account
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Apr 28, 2026
Check LinkedIn Premium availability for free activation
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Apr 28, 2026
Prepare for leadership team calls later today
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Apr 28, 2026
Review proposal and provide notes
done · View Meeting
Apr 28, 2026
Integrate email notifications for blog automation
done · View Meeting
Apr 28, 2026
Complete SEO guardrails review and confirm feasibility
done · View Meeting
Apr 28, 2026
Review Angelo's implementation package feedback
done · View Meeting
Apr 28, 2026
Create additional SOPs for packages, maintenance, and implementation
done · View Meeting
Apr 28, 2026
Circle back on coworking event situation
open · View Meeting
Apr 28, 2026
Obtain video content from Dan for Charm Health
done · View Meeting
Apr 28, 2026
Meet with Jessica and Andrea for Charm Health social media
done · View Meeting
Apr 28, 2026
Meet with Plant-Based Support for social media project
done · View Meeting
Apr 28, 2026
Meet with Mohammed Burgers for social media project
done · View Meeting
Apr 28, 2026
Prepare homework on website improvements
done · View Meeting
Apr 28, 2026
Schedule follow-up session with Ashley
open · View Meeting
Apr 28, 2026
Create ticket triage SOP
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Apr 28, 2026
Clear out Desk ticket backlog
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Apr 28, 2026
Establish daily standup process for project reviews
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Apr 28, 2026
Create action items list from meeting transcript
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Apr 28, 2026
Update Lakeside Living SEO recommendations ticket
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Apr 28, 2026
Assign April issue ticket to Sergi with QA handoff
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Apr 28, 2026
Log time against Go Cut Grass project
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Apr 28, 2026
Update Go Cut Grass dashboard with last contact date
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Apr 28, 2026
Close stale Relo Charlotte ticket
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Apr 28, 2026
Implement ticket triage schedule
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Apr 28, 2026
Find or recreate implementation onboarding form
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Apr 28, 2026
Update onboarding form for new packages
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Apr 28, 2026
Identify website sections needing video content
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Apr 28, 2026
Attend Angelo and Sergi website meeting
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Apr 28, 2026
Review Next Wave website this week
done · View Meeting
Apr 28, 2026
Add website redesign package options
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Apr 28, 2026
Create comparison table for website packages
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Apr 28, 2026
Create vibe code mockup website example
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Apr 28, 2026
Explore Codex for website building
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Apr 28, 2026
Research SEO keywords and strategy for Next Wave website
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Apr 28, 2026
Schedule website strategy meeting
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Apr 28, 2026
Level set with Kent on invoice payment plan
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Apr 28, 2026
Send invoice summary to accounting@techo.com
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Apr 28, 2026
Develop plan for Andrew's extended engagement
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Apr 28, 2026
Prepare Eugene for deployment responsibilities
done · View Meeting
Apr 28, 2026
Review mobile app developer resumes from September/October
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Apr 28, 2026
Interview Hassan for project manager role
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Apr 28, 2026
Explore Eastern European senior software engineer options
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Apr 28, 2026
Revive US-based senior software engineer search
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Apr 28, 2026
Evaluate Tant Lee for front-end and backend developer placement
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Apr 28, 2026
Assess Romar's current engagement and accountability
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Apr 28, 2026
Explore agentic workflow engine implementation
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Apr 6, 2026
Establish standard pre-client meeting preparation process
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Apr 6, 2026
Audit and update Teamwork project management system
open · View Meeting
Apr 6, 2026
Clarify account manager roles and responsibilities
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