Meetings (4)
Apr 15 9:32AM
Mar 23 9:03PM
May 23 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Feb 7 12AM
Interlace Health Discussion Interlace Health
Decisions (22)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
Apr 28, 2026
Launch as five for current rock cycle
Decided to launch 'as five' for this rock cycle now that the team knows what they're doing and have measurable objective...
Apr 28, 2026
Set May 1st deadline for design changes and completion
Committed to completing all design changes and related deliverables by May 1st for the current rock cycle.
Apr 28, 2026
Implemented Linear to Teams MCP automation
Approved the creation of a Linear to Teams MCP that automatically syncs all Teams tasks and transcripts to Linear every ...
Apr 28, 2026
Created weekly Ellton report automation in Claude
Decided to automate the weekly Ellton report generation in Claude to run every Wednesday, pulling data from the Linear s...
Apr 28, 2026
Replaced Java role with Linear to Cloud Code integration
Decided to replace the Java role with Linear to Cloud Code using team connector for improved reliability and integration...
Apr 28, 2026
Refactor Timer Architecture
Decided to completely refactor the Timer architecture rather than patch existing defects. The new architecture will foll...
Apr 28, 2026
Approve Infrastructure Load Testing
Approved the infrastructure load testing and concurrent users capacity demonstration, which is now complete and ready fo...
Apr 28, 2026
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
Apr 28, 2026
Thinkative product readiness assessment
Bryan confirmed that the Thinkative product is ready for sale with security and compliance at an A/A- level after patche...
Apr 28, 2026
Offer extended to Ashley for Head of Commercial role
Morris decided to extend an offer to Ashley, who previously served as founding go-to-market person at Alma (a psychiatry...
Action Items (42)
Apr 28, 2026
Review Fourhan's lead scraping and outreach system
pending_review · View Meeting
Apr 28, 2026
Plan lead management process for outreach system
pending_review · View Meeting
Apr 28, 2026
Ensure Dennis answers phone calls
pending_review · View Meeting
Apr 28, 2026
Review AI agent phone system setup
pending_review · View Meeting
Apr 28, 2026
Discuss payment timing with Angelique
pending_review · View Meeting
Apr 28, 2026
Speak with Nancy about her role
pending_review · View Meeting
Apr 28, 2026
Review and organize sales leads
pending_review · View Meeting
Apr 28, 2026
Implement daily stand-up calls
pending_review · View Meeting
Apr 28, 2026
Clean up end-of-day reports section
pending_review · View Meeting
Apr 28, 2026
Set up Krisp account
pending_review · View Meeting
Apr 28, 2026
Close blank SEO placeholder tasks
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account
done · View Meeting
Apr 28, 2026
Review SEO tasks with Brett
pending_review · View Meeting
Apr 28, 2026
Run Ubersuggest analysis for Dyno Framing
pending_review · View Meeting
Apr 28, 2026
Clean out Bryan's tickets
pending_review · View Meeting
Apr 28, 2026
Resolve Fox Farms failed payment and domain control issue
pending_review · View Meeting
Apr 28, 2026
Verify Dennis contacted Fox Farms
pending_review · View Meeting
Apr 28, 2026
Audit client contracts and deliverables
pending_review · View Meeting
Apr 28, 2026
Get Wix login credentials
pending_review · View Meeting
Apr 28, 2026
Investigate TRB Holding Wix billing discrepancy
pending_review · View Meeting
Apr 28, 2026
Delegate Wix billing audit to Angelo
pending_review · View Meeting
Apr 28, 2026
Create monthly Wix billing summary
pending_review · View Meeting
Apr 28, 2026
Invoice TRB Holding for Wix overpayment
pending_review · View Meeting
Apr 28, 2026
Resolve Charlotte Glass Wix billing
pending_review · View Meeting
Apr 28, 2026
Call TRB Holding about domain renewal and payments
pending_review · View Meeting
Apr 28, 2026
Switch Wix subscriptions from monthly to annual
pending_review · View Meeting
Apr 28, 2026
Reassign Martin's follow-up questions to Angelique
done · View Meeting
Apr 28, 2026
Assign cramb S Monica ticket to Kelli
done · View Meeting
Apr 28, 2026
Assign Jessica tickets to Bryan
pending_review · View Meeting
Apr 28, 2026
Complete ticket for $100 client
pending_review · View Meeting
Apr 28, 2026
Coordinate with Treeantly on start date and payment
pending_review · View Meeting
Apr 28, 2026
Set up meeting with Dennis and Angelique for Friday morning
pending_review · View Meeting
Apr 27, 2026
Discuss website redesign approach with Interlace Health
open · View Meeting
Apr 27, 2026
Follow up on website project scope and timeline with Interlace Health
open · View Meeting
Apr 27, 2026
Follow up with Brett on Google Groups approval
open · View Meeting
Apr 27, 2026
Schedule lunch meeting with Brett
open · View Meeting
Mar 23, 2026
Export magazine articles as separate PDFs
done · View Meeting
Mar 23, 2026
Send keyword options and deliverable updates to Joy
done · View Meeting
Mar 23, 2026
Review metadata for image similarity investigation
done · View Meeting
Mar 23, 2026
Determine website build plan and cost
done · View Meeting
Mar 23, 2026
Perform keyword analysis
done · View Meeting
Mar 23, 2026
Record personal video for website
done · View Meeting