Meetings (10)
Apr 7 7:01PM
Apr 2 6:12PM
Mar 24 2:30PM
Jan 16 12AM
AI Dev Team Daily Sync (ZH) Zenara Health
Nov 19 12AM
Zenara Health Interview (ZH) Zenara Health
Oct 14 12AM
Thinkitive Sync Up (IMH copy) Zenara Health
Oct 14 12AM
AI Dev Team Daily Sync (ZH) Zenara Health
Sep 16 12AM
AI Dev Team Daily Sync (IMH copy) Zenara Health
Sep 11 12AM
AI Dev Team Daily Sync (IMH copy) Zenara Health
Mar 3 12AM
Interlace Health Weekly Meeting 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 (45)
Apr 28, 2026
Verify and provide missing bank statements for February and March
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Apr 28, 2026
Reconnect or manually upload Wise account transactions
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Apr 28, 2026
Investigate Stripe integration and implement proper accounting integration
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Apr 28, 2026
Explore GoHighLevel to QuickBooks integration
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Apr 28, 2026
Provide payroll and hiring plan scenarios to financial team
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Apr 28, 2026
Execute payroll reductions and team restructuring
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Apr 28, 2026
Reconcile revenue discrepancies across systems
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Apr 28, 2026
Review and test Lucid financial platform
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Apr 28, 2026
Verify QuickBooks and GoHighLevel synchronization
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Apr 28, 2026
Reclassify Stripe loan payment in QuickBooks
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Apr 28, 2026
Share Google Drive folder with financial team
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Apr 28, 2026
Onboard additional executives to Executive Office Hours platform
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Apr 28, 2026
Develop FAQ and canned responses for Executive Office Hours
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Apr 28, 2026
Finalize Terms and Conditions for Executive Office Hours
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Apr 28, 2026
Update website executive coaching section with office hours content
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Apr 28, 2026
Refine Executive Office Hours messaging and positioning
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Apr 28, 2026
Prepare 30-day update on Executive Office Hours progress
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Apr 28, 2026
Coordinate with Rose on website sandbox and copy review
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Apr 28, 2026
Manage Stripe credit card integration for Executive Office Hours
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Apr 28, 2026
Finalize Executive Office Hours compensation spreadsheet
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Apr 27, 2026
Set up demo environment for Zenara Health
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Apr 27, 2026
Build stub demo prompts for Zenara Health
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Apr 27, 2026
Finalize and beautify demo UI for Zenara Health
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Apr 27, 2026
Conduct preliminary testing and feedback on Zenara Health deployment
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Apr 27, 2026
Determine conference demo strategy
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Apr 27, 2026
Test MVP with Charm integration
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Apr 27, 2026
Uncomment access token in production code
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Apr 27, 2026
Add bearer API key to .env files
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Apr 27, 2026
Resolve 403 error on MVP production
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Apr 27, 2026
Address VM deployment issue
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Apr 27, 2026
Create Zenara Health subdomains
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Apr 27, 2026
Finalize prototype with polish
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Apr 27, 2026
Review and validate technical architecture for SIS platform reusability
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Apr 27, 2026
Clarify unknowns and technical requirements for SIS platform discovery phase
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Apr 27, 2026
Confirm Thinkative team's capability and availability for Option 2 development
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Apr 27, 2026
Schedule follow-up meeting to discuss SIS platform decision and next steps
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Apr 27, 2026
Decide between Option 1 (in-house development) vs Option 2 (Thinkative team development) for SIS platform provider portal
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Apr 27, 2026
Revisit 60-90 day organizational recommendations
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Apr 27, 2026
Send email on taxonomy and nomenclature breakdown
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Apr 27, 2026
Coordinate org chart alignment meeting with Rhonda
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Apr 27, 2026
Make progress on product management during Wednesday meeting
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Apr 27, 2026
Deploy prompt flow to durable function
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Apr 27, 2026
Test prompt flows after deployment
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Apr 27, 2026
Fix key issues and button functionality
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Apr 25, 2026
Follow up with Ryan on hiring decision
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