Meetings (1)
Apr 24 7:31PM
Action Items (43)
Apr 27, 2026
Schedule follow-up meeting for May 4th
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Apr 27, 2026
Provide equity structure details and Andrew's rate estimate
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Apr 27, 2026
Share severance document template
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Apr 27, 2026
Schedule transition meeting with James
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Apr 27, 2026
Prepare James transition language and severance terms
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Apr 27, 2026
Secure code repository and email access credentials
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Apr 27, 2026
Hire QA person in Philippines or India
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Apr 27, 2026
Increase Brooks's hours to 15 hours/week
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Apr 27, 2026
Wrap up First Rate development contract
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Apr 27, 2026
Onboard Lucas as part-time junior developer
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Apr 27, 2026
Decide on SOC 2 compliance path
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Apr 27, 2026
Renew Vaanta license if pursuing SOC 2
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Apr 27, 2026
Complete Vaanta compliance remediation
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Apr 27, 2026
Schedule sprint planning, demo, and retrospective meetings
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Apr 27, 2026
Establish dedicated product requirements time with Brooks and Daniel
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Apr 27, 2026
Provide Daniel with Anthropic API key and credits
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Apr 27, 2026
Share Executive Office Hours feature examples with Daniel
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Apr 27, 2026
Remove or reduce gating on Bequest platform
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Apr 27, 2026
Implement auto-profile generation for service providers
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Apr 27, 2026
Automate infrastructure deployment
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Apr 27, 2026
Verify Bryan's invoice accuracy
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Apr 27, 2026
Negotiate Vaanta renewal pricing
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Apr 27, 2026
Showcase executive office hours features to Daniel
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Apr 27, 2026
Implement profile auto-population feature for service providers
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Apr 27, 2026
Remove or reduce gating on platform
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Apr 27, 2026
Explore advisor network partnership for enterprise licensing
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Apr 27, 2026
Verify invoice accuracy and billing records
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Apr 27, 2026
Provide equity structure details and Andrew engagement proposal
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Apr 27, 2026
Schedule meeting to discuss James transition and finalize plan
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Apr 27, 2026
Prepare severance document for James
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Apr 27, 2026
Conduct James transition conversation
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Apr 27, 2026
Disconnect James from code repository and email access
pending_review · View Meeting
Apr 27, 2026
Hire QA person in Philippines or India
pending_review · View Meeting
Apr 27, 2026
Wrap up First Rate development work
pending_review · View Meeting
Apr 27, 2026
Increase Brooks hours to 15 hours per week
pending_review · View Meeting
Apr 27, 2026
Onboard Lucas as part-time junior developer
pending_review · View Meeting
Apr 27, 2026
Establish dedicated product requirements review cadence
pending_review · View Meeting
Apr 27, 2026
Implement Scrum retrospective ritual
pending_review · View Meeting
Apr 27, 2026
Conduct vibe coding training with Daniel
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Apr 27, 2026
Review and optimize AWS infrastructure costs
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Apr 27, 2026
Automate infrastructure deployment pipeline
pending_review · View Meeting
Apr 27, 2026
Decide on SOC 2 compliance path and budget
pending_review · View Meeting
Apr 27, 2026
Complete Vaanta compliance remediation
pending_review · View Meeting