Meetings (2)
Apr 14 9:32AM
Mar 20 4:28PM
Action Items (28)
Apr 27, 2026
Schedule weekly team meeting for next week
pending_review · View Meeting
Apr 27, 2026
Discuss payroll strategy and cash flow for next 30 days
pending_review · View Meeting
Apr 27, 2026
Remove Martin from Slack
pending_review · View Meeting
Apr 27, 2026
Remove Brett from team systems
pending_review · View Meeting
Apr 27, 2026
Complete landscape/Ashley website build
done · View Meeting
Apr 27, 2026
Respond to Mock Wilkins about industry targeting and SEO strategy
pending_review · View Meeting
Apr 27, 2026
Close old 'Waiting on Customer' tickets
pending_review · View Meeting
Apr 27, 2026
Add events to Lake Norman Magazine website
pending_review · View Meeting
Apr 27, 2026
Reply to Mock Wilkins proposal questions
pending_review · View Meeting
Apr 27, 2026
Request word document from Mock Wilkins for quote system details
pending_review · View Meeting
Apr 27, 2026
Follow up on church lead from sales
pending_review · View Meeting
Apr 27, 2026
Disconnect and reconnect Request mailbox
pending_review · View Meeting
Apr 27, 2026
Review and approve Dennis's invoice
pending_review · View Meeting
Apr 27, 2026
Dennis to call Donald Cook
done · View Meeting
Apr 27, 2026
Dennis to establish himself with remaining 30% of clients
done · View Meeting
Apr 27, 2026
Dennis to contact Lynch Law Firm
done · View Meeting
Apr 27, 2026
Teach team how to merge duplicate tickets
pending_review · View Meeting
Apr 27, 2026
Respond to Forsyth domain change and payment inquiry
done · View Meeting
Apr 27, 2026
Observe meeting with Delane and report back
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on meeting availability
pending_review · View Meeting
Apr 27, 2026
Review Brett's clients with Dennis
done · View Meeting
Apr 27, 2026
Follow up with Brett on missing $1,500 from Value Base
pending_review · View Meeting
Apr 27, 2026
Message Kela directly via Request Mailbox
pending_review · View Meeting
Apr 27, 2026
Log Desk support ticket issues with Teamwork
pending_review · View Meeting
Apr 27, 2026
Investigate domain transfer for Veterans Bridge
done · View Meeting
Apr 27, 2026
Merge duplicate Kela tickets
pending_review · View Meeting
Mar 20, 2026
Research domain transfer process from Wix to Cloudflare
done · View Meeting
Mar 20, 2026
New client detected: aurexushealth.com -- tap to confirm
open · View Meeting