Meetings (9)
Apr 28 1:01PM
Apr 24 7:31PM
Apr 17 7:36PM
Apr 6 1PM
Apr 2 9:31PM
Mar 31 7:33PM
Mar 30 4PM
Mar 23 4:01PM
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 (120)
Apr 28, 2026
Establish consistent Slack response protocol
pending_review · View Meeting
Apr 28, 2026
Review dashboard metrics changes
pending_review · View Meeting
Apr 28, 2026
Set up Otter meeting recorder account
pending_review · View Meeting
Apr 28, 2026
Investigate Phenicity bank connection
pending_review · View Meeting
Apr 28, 2026
Search for Jeff Palmer video in Brett's email
done · View Meeting
Apr 28, 2026
Clarify member funnel tracking and retention metrics
pending_review · View Meeting
Apr 28, 2026
Fix Google Ads tracking and activation
pending_review · View Meeting
Apr 28, 2026
Verify website analytics data accuracy
done · View Meeting
Apr 28, 2026
Establish affiliate partnership strategy
pending_review · View Meeting
Apr 28, 2026
Finalize podcast influencer collaborations
pending_review · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: PBS Weekly Leadership Meeting (L10) (PBS)
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
Prepare homework on website improvements
done · View Meeting
Apr 28, 2026
Schedule follow-up session with Ashley
open · View Meeting
Apr 28, 2026
Create ticket triage SOP
open · View Meeting
Apr 28, 2026
Clear out Desk ticket backlog
open · View Meeting
Apr 28, 2026
Establish daily standup process for project reviews
open · View Meeting
Apr 28, 2026
Create action items list from meeting transcript
open · View Meeting
Apr 28, 2026
Update Lakeside Living SEO recommendations ticket
open · View Meeting
Apr 28, 2026
Assign April issue ticket to Sergi with QA handoff
open · View Meeting
Apr 28, 2026
Log time against Go Cut Grass project
open · View Meeting
Apr 28, 2026
Update Go Cut Grass dashboard with last contact date
open · View Meeting
Apr 28, 2026
Close stale Relo Charlotte ticket
open · View Meeting
Apr 28, 2026
Implement ticket triage schedule
open · View Meeting
Apr 28, 2026
Find or recreate implementation onboarding form
open · View Meeting
Apr 28, 2026
Update onboarding form for new packages
open · View Meeting
Apr 28, 2026
Identify website sections needing video content
open · View Meeting
Apr 28, 2026
Attend Angelo and Sergi website meeting
open · View Meeting
Apr 28, 2026
Review Next Wave website this week
done · View Meeting
Apr 28, 2026
Add website redesign package options
open · View Meeting
Apr 28, 2026
Create comparison table for website packages
open · View Meeting
Apr 28, 2026
Create vibe code mockup website example
open · View Meeting
Apr 28, 2026
Explore Codex for website building
open · View Meeting
Apr 28, 2026
Research SEO keywords and strategy for Next Wave website
open · View Meeting
Apr 28, 2026
Schedule website strategy meeting
open · View Meeting
Apr 28, 2026
Follow up with Kelly and Lauren on filtering and geolocation strategy
open · View Meeting
Apr 28, 2026
Investigate development team delivery delays and roadblocks
open · View Meeting
Apr 28, 2026
Evaluate switching to OAuth login (Google, Outlook, Facebook, LinkedIn)
open · View Meeting
Apr 28, 2026
Plan 30-60 day sprint to improve platform UX and core functionality
open · View Meeting
Apr 28, 2026
Investigate fin.AI startup program integration for help system
open · View Meeting
Apr 28, 2026
Schedule follow-up conversation with Brooks
open · View Meeting
Apr 28, 2026
Address service provider churn due to lack of referrals
open · View Meeting
Apr 28, 2026
Prioritize competing platform audiences (financial partners, care seekers, service providers)
open · 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 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 23, 2026
Develop infosec strategy for investor deck
done · View Meeting
Mar 23, 2026
Evaluate and plan QESI AI QA tool integration
done · View Meeting
Mar 23, 2026
Align investor narrative and prepare diligence materials with James
done · 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