Meetings (3)
Apr 6 1PM
Mar 30 4PM
Mar 27 8:35PM
Action Items (21)
Apr 28, 2026
Schedule meeting with Elise for business/sales overview
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Apr 28, 2026
Connect Bryan with Daniel for dev team discussion
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Apr 28, 2026
Arrange meeting with offshore team contact (First Rate)
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Apr 28, 2026
Grant Bryan access to ProductBoard roadmap
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Apr 28, 2026
Add Bryan to Vaanta SOC 2 compliance tool
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Apr 28, 2026
Create app login credentials for Bryan
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Apr 28, 2026
Discuss GitHub code commit practices with Daniel
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Apr 28, 2026
Schedule follow-up meeting with James for March 13th
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Apr 28, 2026
Review Vaanta SOC 2 compliance status and strategy
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Apr 28, 2026
Clarify GitHub Claude/Copilot commits and code review process
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Apr 28, 2026
Assess offshore team (First Rate) burn rate and timeline
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Apr 28, 2026
Evaluate product readiness for enterprise clients
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Apr 28, 2026
Digest stakeholder meetings and prepare preliminary assessment
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Apr 6, 2026
Schedule meeting with Daniel
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Apr 6, 2026
Identify other team members to interview
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Apr 6, 2026
Prepare recommendation report for Kelly and Lauren
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Mar 27, 2026
Send documents via email
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Mar 27, 2026
Recommend UX designer candidates
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Mar 27, 2026
Compare UX and bug fixes notes with Brooks
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Mar 27, 2026
Assess development team vibe coding capability
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Mar 27, 2026
Demo pro/financial partner dashboard
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