Meetings (7)
Apr 27 12:57PM
Apr 20 9:44PM
Apr 20 9PM
Apr 20 8:53PM
Apr 3 12:53PM
Apr 2 6:45PM
Mar 20 2:32PM
Action Items (62)
Apr 28, 2026
Edit AI Optimization video while on call with Adam
open · View Meeting
Apr 28, 2026
Finalize and send Regal Credit SOW
open · View Meeting
Apr 28, 2026
Review Regal Credit proposal and approve for sending
done · View Meeting
Apr 28, 2026
Send Regal Credit SOW for signature
open · View Meeting
Apr 28, 2026
Set up Stripe account for TechCXO
open · View Meeting
Apr 28, 2026
Reach out to Paul King about operational support opportunity
done · View Meeting
Apr 28, 2026
Clarify David Johnston's availability for Tek opportunity
open · View Meeting
Apr 28, 2026
Call Terry Zymniac at 5pm today
open · View Meeting
Apr 28, 2026
Provide updated bio for Dana regarding David Johnston
open · View Meeting
Apr 28, 2026
Schedule BQuest interviews with Daniel Furtao and team
open · View Meeting
Apr 28, 2026
Confirm Total CSR meeting duration with Adam
open · View Meeting
Apr 28, 2026
Cancel Beintandem meetings until further notice
open · View Meeting
Apr 28, 2026
Prepare podcast script for Julia
done · View Meeting
Apr 28, 2026
Schedule David Johnston for podcast in couple of weeks
open · View Meeting
Apr 28, 2026
Fix calendar tagging issue for TechCXO events
open · View Meeting
Apr 28, 2026
Fix proposal formatting (font sizes and alignment)
open · View Meeting
Apr 28, 2026
Send proposal for signature
open · View Meeting
Apr 28, 2026
Record Claude Code vibe session and share with David
open · View Meeting
Apr 28, 2026
Schedule one-hour AI/Claude Code strategy session with David
open · View Meeting
Apr 28, 2026
Coordinate with Scott on AI framework training
done · View Meeting
Apr 28, 2026
Clarify project scope with Terry regarding beta ramp project
done · View Meeting
Apr 27, 2026
Track team hours weekly to stay within $16,000 monthly budget
pending_review · View Meeting
Apr 27, 2026
Lead day-to-day program management as point person
done · View Meeting
Apr 27, 2026
Evaluate Regal Credit team structure and organization
done · View Meeting
Apr 27, 2026
Attend Regal Credit data lake advisory committee meeting
pending_review · View Meeting
Apr 27, 2026
Loop security expert into data lake advisory meeting
pending_review · View Meeting
Apr 27, 2026
Request full team assessment documents from Regal Credit
pending_review · View Meeting
Apr 27, 2026
Develop initial assessment and game plan for Regal Credit
done · View Meeting
Apr 27, 2026
Schedule weekly check-in call with Regal Credit CEO
pending_review · View Meeting
Apr 27, 2026
Implement agile process and sprint planning guidance
done · View Meeting
Apr 27, 2026
Develop Rouse Dev and Rouse Biz architecture documentation
done · View Meeting
Apr 27, 2026
Assess Salesforce vs custom hub solution for Regal Credit
done · View Meeting
Apr 27, 2026
Develop data lake architecture and strategy
done · View Meeting
Apr 27, 2026
Request access to Regal Credit documentation links
pending_review · View Meeting
Apr 27, 2026
Review Regal Credit team assessment documents
done · View Meeting
Apr 27, 2026
Digest Regal Credit documentation within 24 hours
done · View Meeting
Apr 27, 2026
Conduct one-on-one interviews with Regal Credit engineering team
pending_review · View Meeting
Apr 27, 2026
Attend existing Regal Credit team meetings
pending_review · View Meeting
Apr 27, 2026
Introduce TechCXO team to Regal Credit engineering team
done · View Meeting
Apr 27, 2026
Set up Claude Enterprise account for Regal Credit
done · View Meeting
Apr 27, 2026
Develop AI engineering standards for Regal Credit
done · View Meeting
Apr 27, 2026
Assess Regal Credit DevOps needs
done · 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
Follow up with Bubblewise if no contact by Thursday
done · View Meeting
Apr 27, 2026
Provide weekly bullet points for Regalcredit meeting
done · View Meeting
Apr 27, 2026
Call Regalcredit Anthony tomorrow at 6 pm
pending_review · View Meeting
Apr 27, 2026
Conduct one-on-one interviews this week
done · View Meeting
Apr 27, 2026
Send Rogers and Holins agreement for signature
pending_review · 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