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Sergi

person
2 meetings, 26 action items
Meetings (2)
Mar 31 5PM
Action Items (26)
Apr 28, 2026
Turn off AI answering service and switch to manual phone answering
open · View Meeting
Apr 28, 2026
Determine VPI login and AI phone system settings
open · View Meeting
Apr 28, 2026
Share Teamwork alternative system link and gather feedback
open · View Meeting
Apr 28, 2026
Investigate Sendgrid access for Forsyth
open · View Meeting
Apr 28, 2026
Handle voicemail from Linnet and transfer account
open · View Meeting
Apr 28, 2026
Check LinkedIn Premium availability for free activation
open · View Meeting
Apr 28, 2026
Prepare for leadership team calls later today
open · View Meeting
Apr 28, 2026
Review proposal and provide notes
done · View Meeting
Apr 28, 2026
Integrate email notifications for blog automation
done · View Meeting
Apr 28, 2026
Complete SEO guardrails review and confirm feasibility
done · View Meeting
Apr 28, 2026
Review Angelo's implementation package feedback
done · View Meeting
Apr 28, 2026
Create additional SOPs for packages, maintenance, and implementation
done · View Meeting
Apr 28, 2026
Circle back on coworking event situation
open · View Meeting
Apr 28, 2026
Obtain video content from Dan for Charm Health
done · View Meeting
Apr 28, 2026
Meet with Jessica and Andrea for Charm Health social media
done · View Meeting
Apr 28, 2026
Meet with Plant-Based Support for social media project
done · View Meeting
Apr 28, 2026
Meet with Mohammed Burgers for social media project
done · View Meeting
Apr 6, 2026
Provide guidance on task rollout
open · View Meeting
Apr 6, 2026
Follow up with Taylor Rotunda Electric
done · View Meeting
Apr 6, 2026
Create task for GitHub question from Jessica
open · View Meeting
Apr 6, 2026
Investigate GitHub issue
done · View Meeting
Apr 6, 2026
Decide on email signature solution approach
done · View Meeting
Apr 6, 2026
Discuss social onboarding form approach offline
open · View Meeting
Mar 19, 2026
Complete Teamwork cleanup and maintenance package revamp
done · View Meeting
Mar 19, 2026
Build HTML email signature for Jessica
done · View Meeting
Mar 19, 2026
Create task for Sergei regarding Jessica's GoHighLevel question
done · View Meeting