Meetings (12)
Apr 28 2:26PM
Apr 27 8:31PM
Apr 21 9:47PM
Apr 20 9:44PM
Apr 20 8:53PM
Apr 6 1:30PM
Apr 3 12:53PM
Mar 30 3:01PM
Mar 30 11:04AM
Mar 28 3PM
Mar 24 8:41PM
Mar 23 3:01PM
Action Items (121)
Apr 28, 2026
Review code and create project breakdown spreadsheet
done · View Meeting
Apr 28, 2026
Forward login credentials to Andrew
pending_review · View Meeting
Apr 28, 2026
Lead and coordinate AI build project
done · View Meeting
Apr 28, 2026
Send proposal template to Andrew
pending_review · View Meeting
Apr 28, 2026
Create Texxo proposal template for PayPal
pending_review · View Meeting
Apr 28, 2026
Review and approve proposal
pending_review · View Meeting
Apr 28, 2026
Assign Dan as account manager for weekly check-ins
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: 10:26 AM - Slack meeting April 28
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: 10:26 AM - Slack meeting April 28
done · View Meeting
Apr 28, 2026
Set up Fin integration with workspace ID
done · View Meeting
Apr 28, 2026
Accept GitHub repository invitation
open · View Meeting
Apr 28, 2026
Download Clinic Connect code from GitHub
open · View Meeting
Apr 28, 2026
Investigate Clinic Connect deployment and hosting
open · View Meeting
Apr 28, 2026
Review Clinic Connect code quality and deployment feasibility
open · View Meeting
Apr 28, 2026
Create new Clinic Connect GitHub repository
done · View Meeting
Apr 28, 2026
Monitor domain name propagation to Cloudflare
open · View Meeting
Apr 28, 2026
Launch marketing website to production
open · View Meeting
Apr 28, 2026
Set up Fin integration tutorial and training
open · View Meeting
Apr 28, 2026
Call Vic this afternoon to sync on progress
open · View Meeting
Apr 28, 2026
Schedule Monday morning check-in meeting
open · View Meeting
Apr 28, 2026
Provide Clinic Connect deployment plan and estimate
open · View Meeting
Apr 28, 2026
Obtain developer contact information if needed
open · View Meeting
Apr 28, 2026
Create comprehensive project backlog and requirements
open · View Meeting
Apr 28, 2026
Provide Terms of Service document
open · View Meeting
Apr 28, 2026
Review and test marketing website punch list items
done · View Meeting
Apr 28, 2026
Provide graphics for landing page sections
open · View Meeting
Apr 28, 2026
Update launch countdown timer to 60 days
done · View Meeting
Apr 28, 2026
Configure GoDaddy domain name settings
open · View Meeting
Apr 28, 2026
Add logo to contact form email template
done · View Meeting
Apr 28, 2026
Add IP address and browser metadata to contact form
done · View Meeting
Apr 28, 2026
Fix delete functionality in super admin section
done · View Meeting
Apr 28, 2026
Fix permission issue preventing user saves
done · View Meeting
Apr 28, 2026
Fix provider password change functionality
done · View Meeting
Apr 28, 2026
Fix invited users not appearing in user list
done · View Meeting
Apr 28, 2026
Add organization query filter for users
done · View Meeting
Apr 28, 2026
Test contact form submission
done · View Meeting
Apr 28, 2026
Whitelist contact form emails to prevent spam
open · View Meeting
Apr 28, 2026
Zoom out map view to show Texas state context
done · View Meeting
Apr 28, 2026
Add custom telehealth platform name field
done · View Meeting
Apr 28, 2026
Remove provider directory from provider dashboard
done · View Meeting
Apr 28, 2026
Add 'My Profile' and 'Edit Profile' cards to provider dashboard
done · View Meeting
Apr 28, 2026
Enable clinic admin to add and delete providers
done · View Meeting
Apr 28, 2026
Add edit button for clinic admin to modify providers
done · View Meeting
Apr 28, 2026
Disable/gray out telehealth link when not configured
done · View Meeting
Apr 28, 2026
Add Session B tracking code
done · View Meeting
Apr 28, 2026
Set up staging environment
done · View Meeting
Apr 28, 2026
Monitor for bug reports from client testing
open · View Meeting
Apr 28, 2026
Debrief on Clinic Connect and determine game plan
open · View Meeting
Apr 28, 2026
Fix provider link navigation
done · View Meeting
Apr 28, 2026
Update favicon to Rural Health Hub logo
done · View Meeting
Apr 28, 2026
Fix state hover functionality on provider map
done · View Meeting
Apr 28, 2026
Reduce height of provider tiles
done · View Meeting
Apr 28, 2026
Add resend invite button to backlog
done · View Meeting
Apr 28, 2026
Request Clinic Connect hosting credentials from John
open · View Meeting
Apr 28, 2026
Determine Clinic Connect deployment strategy
open · View Meeting
Apr 28, 2026
Send Rural Health Hub project recap and next steps proposal
open · View Meeting
Apr 28, 2026
Prepare SEO proposal offline discussion
open · View Meeting
Apr 28, 2026
Prepare assessment for presentation on the 10th
done · View Meeting
Apr 28, 2026
Put together proposal for Sarah Cox project
open · View Meeting
Apr 28, 2026
Send plan note to Sarah Cox
open · View Meeting
Apr 28, 2026
Test and refine AI assessment quiz
open · View Meeting
Apr 28, 2026
Have Connor test AI assessment quiz
open · View Meeting
Apr 28, 2026
Consider using Mechanical Turk for quiz data collection
open · View Meeting
Apr 28, 2026
Prepare AI assessment for Health Innovation Day panel on Wednesday
open · View Meeting
Apr 28, 2026
Segment quiz off from full platform for launch
open · View Meeting
Apr 28, 2026
Clean up remaining slides in nurse practitioner presentation
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
Provide proposals for Regal Credit and Rogers & Hollands clients
pending_review · View Meeting
Apr 27, 2026
Confirm Tech CXO contractor structure with HR
pending_review · View Meeting
Apr 27, 2026
Assign Connor and Speaker 2 to Regal Credit account management
pending_review · View Meeting
Apr 27, 2026
Assign account manager to Rogers & Hollands client
pending_review · View Meeting
Apr 27, 2026
Whiteboard Cluster pitch deck and service offerings
done · View Meeting
Apr 27, 2026
Prepare SA MVP demo for Wednesday meeting
done · View Meeting
Apr 27, 2026
Schedule Wednesday SA demo and review session
pending_review · View Meeting
Apr 27, 2026
Audit SA platform and provide feedback
done · View Meeting
Apr 27, 2026
Dry run SA onboarding process
pending_review · View Meeting
Apr 27, 2026
Develop AI Speakers Assessment tool for SA promotion
done · View Meeting
Apr 27, 2026
Get Connor and Speaker 2 plugged into Tech CXO executive office hours
pending_review · View Meeting
Apr 27, 2026
Schedule monthly luncheon learn with Site Labs (Abe)
pending_review · View Meeting
Apr 27, 2026
Follow up on SA implementation with Site Labs
done · View Meeting
Apr 27, 2026
Explore Tech CXO partnership for SA distribution
done · View Meeting
Apr 27, 2026
Prepare for Claude Certified Architects Foundation exam
done · View Meeting
Apr 27, 2026
Confirm Connor's commitment to Cluster
done · View Meeting
Apr 27, 2026
Respond to Bryan on Tech CXO working relationship and current clients
done · View Meeting
Apr 27, 2026
Map out SA feature plan and MVP scope
done · View Meeting
Apr 27, 2026
Develop SA landing page and messaging
done · View Meeting
Apr 27, 2026
Explore Techcxo support for Cluster's billion-dollar engagement
pending_review · View Meeting
Apr 27, 2026
Follow up on Lauren's new TTA relationship announcement
done · View Meeting
Apr 27, 2026
Organize kickoff call and grant paperwork for Sarah/Exis client
pending_review · 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
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
Complete BQuest report
pending_review · View Meeting
Apr 27, 2026
Complete Avail Health proposal
pending_review · View Meeting
Apr 27, 2026
Test sign-up process
pending_review · View Meeting
Apr 27, 2026
Schedule call with Hugh Chin about client support
pending_review · View Meeting
Apr 27, 2026
Contact Vic
pending_review · View Meeting
Apr 27, 2026
Start Rogers and Hollins proposal
pending_review · View Meeting
Apr 6, 2026
Complete Claude partner program certification
done · View Meeting
Apr 6, 2026
Add Vic to meeting with Kara
open · View Meeting
Apr 6, 2026
Forward emails from Kara to Vic
open · View Meeting
Apr 6, 2026
Follow up with Christie and Jessica about Krisp account downgrade
open · View Meeting
Apr 6, 2026
Gather transcripts for Interlace status update
open · View Meeting
Apr 6, 2026
Schedule regular practice area leader meetings
open · View Meeting
Apr 6, 2026
Develop CTO practice area strategy and service offerings
done · View Meeting
Apr 6, 2026
Address firm diversity and representation strategy
open · View Meeting
Apr 6, 2026
Clarify Tech CXO's strategic direction and service evolution
open · View Meeting
Mar 23, 2026
New client detected: clustr.cc -- tap to confirm
open · View Meeting