Meetings (12)
Apr 28 2:01PM
Apr 24 7:31PM
Apr 17 8:01PM
Apr 17 7:36PM
Apr 17 10:30AM
Apr 15 8PM
Apr 15 1:31PM
Apr 14 2:29PM
Apr 7 2:36PM
Apr 6 1PM
Mar 30 4PM
Mar 16 6:31PM
bQuest Product Sync BQuest
Decisions (7)
Apr 28, 2026
Adopt GSD Framework for AI Programming
Decided to adopt the GSD (Get Shit Done) framework for AI programming in the next sprint as a more suitable end-to-end a...
Apr 28, 2026
Defer Junior Developer Hiring Decision
Decided to wait until Daniel returns from paternity leave in mid-May rather than hiring his brother as a junior develope...
Apr 28, 2026
Decided to update year from 2025 to 2026
Bryan and Ashley agreed to change the year reference from 2025 to 2026 in the presentation graphics.
Apr 28, 2026
Decided to remove 'Team Survey Results' slide
Bryan and Ashley agreed to ditch the team survey results slide since they don't have a survey to present.
Apr 28, 2026
Decided to exclude Elise from org chart
Bryan decided to leave Elise off the organizational chart because she is not in a technology role, despite being a peopl...
Apr 28, 2026
Use simplified proposal format with TechCXO branding
Agreed to use the LLM-generated presentation format for the final proposal and apply TechCXO logo rather than spending e...
Apr 28, 2026
Reallocate CTO budget to hire additional developer and support Brooks
Decided to take the current CTO budget plus equity and reallocate it to give Brooks additional time and bring on another...
Action Items (150)
Apr 28, 2026
Prepare formal technical proposal for Payscope MD
pending_review · View Meeting
Apr 28, 2026
Request Lovable account access from Daniel
pending_review · View Meeting
Apr 28, 2026
Audit current AI implementation in Lovable
done · View Meeting
Apr 28, 2026
Collect sample contracts from Daniel's program director
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up proposal review call
pending_review · View Meeting
Apr 28, 2026
Evaluate AWS credits and Cloudflare deployment options
done · View Meeting
Apr 28, 2026
Identify free stock photos for UI enhancement
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: Payscope Discovery Call
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: Payscope Discovery Call
done · View Meeting
Apr 28, 2026
Schedule meeting with Elise for business/sales overview
open · View Meeting
Apr 28, 2026
Connect Bryan with Daniel for dev team discussion
open · View Meeting
Apr 28, 2026
Arrange meeting with offshore team contact (First Rate)
open · View Meeting
Apr 28, 2026
Grant Bryan access to ProductBoard roadmap
open · View Meeting
Apr 28, 2026
Add Bryan to Vaanta SOC 2 compliance tool
open · View Meeting
Apr 28, 2026
Create app login credentials for Bryan
open · View Meeting
Apr 28, 2026
Discuss GitHub code commit practices with Daniel
open · View Meeting
Apr 28, 2026
Schedule follow-up meeting with James for March 13th
open · View Meeting
Apr 28, 2026
Review Vaanta SOC 2 compliance status and strategy
open · View Meeting
Apr 28, 2026
Clarify GitHub Claude/Copilot commits and code review process
done · View Meeting
Apr 28, 2026
Assess offshore team (First Rate) burn rate and timeline
open · View Meeting
Apr 28, 2026
Evaluate product readiness for enterprise clients
open · View Meeting
Apr 28, 2026
Digest stakeholder meetings and prepare preliminary assessment
open · View Meeting
Apr 28, 2026
Investigate engagement trend showing zero values in analytics
done · View Meeting
Apr 28, 2026
Complete Phase 1 infrastructure cleanup for Strappy
done · View Meeting
Apr 28, 2026
Plan detailed Phase 2 infrastructure audit for legacy systems
done · View Meeting
Apr 28, 2026
Address Bastion security vulnerability and database access method
done · View Meeting
Apr 28, 2026
Mark testing accounts in analytics for BQuest internal filtering
done · View Meeting
Apr 28, 2026
Follow up on First Rate PR completion
done · View Meeting
Apr 28, 2026
Confirm India team standup meeting status
done · View Meeting
Apr 28, 2026
Request India team standup meeting series invitation
pending_review · View Meeting
Apr 28, 2026
Contact Scott for Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting troubleshooting
pending_review · View Meeting
Apr 28, 2026
Coordinate with Andrew on Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Clarify priority conflict resolution with Anton
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix import roster logic to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Organize backlog with Nancy for prioritization
pending_review · View Meeting
Apr 28, 2026
Prepare sign-up process requirements with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate environment review and cloud migration
pending_review · View Meeting
Apr 28, 2026
Set up Romar for AI/VIB coding QA training
pending_review · View Meeting
Apr 28, 2026
Prepare payment flow update as first VIB coding project
pending_review · View Meeting
Apr 28, 2026
Assess Stripe migration accounting impact
done · View Meeting
Apr 28, 2026
Complete Miro board access setup for Nancy and Daniel
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting issue resolution
pending_review · View Meeting
Apr 28, 2026
Complete Twilio outbound calling implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Communicate priority conflict resolution to Anton
pending_review · View Meeting
Apr 28, 2026
Get file upload build ready for testing
pending_review · View Meeting
Apr 28, 2026
Set up AI/Vibe Coding environment and team training
pending_review · View Meeting
Apr 28, 2026
Have Nancy help organize and prioritize backlog
pending_review · View Meeting
Apr 28, 2026
Get involved in sign-up process design with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate cloud database migration for cost savings
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix roster import to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Plan Stripe migration customer communication strategy
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Complete tech status report for Kelly and Lauren
pending_review · View Meeting
Apr 28, 2026
Make decision on Daniel's brother as junior developer coverage
pending_review · View Meeting
Apr 28, 2026
Decide on Indian development team continuation
pending_review · View Meeting
Apr 28, 2026
Evaluate James's role and performance fit
pending_review · View Meeting
Apr 28, 2026
Reallocate $8k monthly budget from James to development team
pending_review · View Meeting
Apr 28, 2026
Establish structured product owner sessions with development team
pending_review · View Meeting
Apr 28, 2026
Define detailed onboarding requirements for platform
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up session with Bryan on product strategy
pending_review · View Meeting
Apr 28, 2026
Research Dexit partnership opportunity
done · View Meeting
Apr 28, 2026
Share GSD (Get Shit Done) framework documentation
pending_review · View Meeting
Apr 28, 2026
Provide detailed org chart and role recommendations in report
pending_review · View Meeting
Apr 28, 2026
Attend Friday sprint planning meeting weekly
pending_review · View Meeting
Apr 28, 2026
Establish weekly 15-minute sync with Kelly, Lauren, and Bryan
pending_review · View Meeting
Apr 28, 2026
Create three-way text group with Bryan for quick questions
pending_review · View Meeting
Apr 28, 2026
Decide on Indian team QA reassignment or termination
pending_review · View Meeting
Apr 27, 2026
Create contingency plan for Daniel's parental leave
open · View Meeting
Apr 27, 2026
Document QA and testing process improvements
open · View Meeting
Apr 27, 2026
Follow up with Daniel on additional questions
open · View Meeting
Apr 27, 2026
Clarify requirements communication with product team
open · View Meeting
Apr 27, 2026
Meet with James to discuss CTO role and SDLC improvements
pending_review · View Meeting
Apr 27, 2026
Write proposal for BQuest restructuring
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Wednesday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Friday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest refinement and maintenance planning Friday 09:00-10:00 ET
pending_review · View Meeting
Apr 27, 2026
Cancel or reschedule weekly team meeting this week
pending_review · View Meeting
Apr 27, 2026
Add Bryan to ProductBoard for BQuest project tracking
done · View Meeting
Apr 27, 2026
Inquire about Daniel and new developer rates for BQuest
pending_review · View Meeting
Apr 27, 2026
Schedule follow-up meeting for May 4th
pending_review · View Meeting
Apr 27, 2026
Provide equity structure details and Andrew's rate estimate
pending_review · View Meeting
Apr 27, 2026
Share severance document template
pending_review · View Meeting
Apr 27, 2026
Schedule transition meeting with James
pending_review · View Meeting
Apr 27, 2026
Prepare James transition language and severance terms
pending_review · View Meeting
Apr 27, 2026
Secure code repository and email access credentials
pending_review · View Meeting
Apr 27, 2026
Hire QA person in Philippines or India
pending_review · View Meeting
Apr 27, 2026
Increase Brooks's hours to 15 hours/week
pending_review · View Meeting
Apr 27, 2026
Wrap up First Rate development contract
pending_review · View Meeting
Apr 27, 2026
Onboard Lucas as part-time junior developer
pending_review · View Meeting
Apr 27, 2026
Decide on SOC 2 compliance path
pending_review · View Meeting
Apr 27, 2026
Renew Vaanta license if pursuing SOC 2
pending_review · View Meeting
Apr 27, 2026
Complete Vaanta compliance remediation
pending_review · View Meeting
Apr 27, 2026
Schedule sprint planning, demo, and retrospective meetings
pending_review · View Meeting
Apr 27, 2026
Establish dedicated product requirements time with Brooks and Daniel
pending_review · View Meeting
Apr 27, 2026
Provide Daniel with Anthropic API key and credits
pending_review · View Meeting
Apr 27, 2026
Share Executive Office Hours feature examples with Daniel
pending_review · View Meeting
Apr 27, 2026
Remove or reduce gating on Bequest platform
pending_review · View Meeting
Apr 27, 2026
Implement auto-profile generation for service providers
pending_review · View Meeting
Apr 27, 2026
Automate infrastructure deployment
pending_review · View Meeting
Apr 27, 2026
Verify Bryan's invoice accuracy
pending_review · View Meeting
Apr 27, 2026
Negotiate Vaanta renewal pricing
pending_review · View Meeting
Apr 27, 2026
Showcase executive office hours features to Daniel
pending_review · View Meeting
Apr 27, 2026
Implement profile auto-population feature for service providers
pending_review · View Meeting
Apr 27, 2026
Remove or reduce gating on platform
pending_review · View Meeting
Apr 27, 2026
Explore advisor network partnership for enterprise licensing
pending_review · View Meeting
Apr 27, 2026
Verify invoice accuracy and billing records
pending_review · View Meeting
Apr 27, 2026
Provide equity structure details and Andrew engagement proposal
pending_review · View Meeting
Apr 27, 2026
Schedule meeting to discuss James transition and finalize plan
pending_review · View Meeting
Apr 27, 2026
Prepare severance document for James
pending_review · View Meeting
Apr 27, 2026
Conduct James transition conversation
pending_review · View Meeting
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
pending_review · View Meeting
Apr 27, 2026
Review and optimize AWS infrastructure costs
pending_review · View Meeting
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
Apr 17, 2026
New client detected: thebquest.com -- tap to confirm
open · View Meeting
Apr 15, 2026
Attend Friday call with Indian development team
pending_review · View Meeting
Apr 6, 2026
Schedule meeting with Daniel
open · View Meeting
Apr 6, 2026
Identify other team members to interview
open · View Meeting
Apr 6, 2026
Prepare recommendation report for Kelly and Lauren
open · View Meeting
Mar 16, 2026
Release admin analytics feature
done · View Meeting
Mar 16, 2026
Distribute analytics features to stakeholders
done · View Meeting
Mar 16, 2026
Implement end-of-week deployment recaps and sprint planning
done · View Meeting
Mar 16, 2026
Prepare product roadmap and backlog prioritization
done · View Meeting
Mar 16, 2026
Coordinate with James on first-rate team introduction
done · View Meeting
Mar 16, 2026
Establish weekly sync cadence with Bryan
done · View Meeting
Mar 16, 2026
Identify QA and development process bottlenecks
done · View Meeting
Mar 16, 2026
Provide org chart and team list for interviews
done · View Meeting
Mar 16, 2026
Analyze first-rate team milestone tracking and invoicing
done · View Meeting
Mar 16, 2026
Assess CTO/engineering leadership fit
done · View Meeting
Mar 16, 2026
Schedule team interviews for technical assessment
done · View Meeting
Mar 16, 2026
Evaluate first-rate team AI coding implementation
done · View Meeting
Mar 16, 2026
Conduct investor due diligence on technology
done · View Meeting
Mar 16, 2026
Provide technical assessment report
done · View Meeting
Mar 16, 2026
New client detected: thebquest.com -- tap to confirm
open · View Meeting