Action Items (46)
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 28, 2026
Prepare for Delane meeting with SEO audit findings
pending_review · View Meeting
Apr 28, 2026
Discuss pricing content strategy with Delane
pending_review · View Meeting
Apr 28, 2026
Fix podcast blurb text alignment
pending_review · View Meeting
Apr 28, 2026
Determine allocation of Mark Wilk payment
pending_review · View Meeting
Apr 28, 2026
Create implementation SOP for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Conduct internal kickoff for Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Schedule client kickoff call with Expert Electro Polishing
pending_review · View Meeting
Apr 28, 2026
Cancel Lynch Law Wix account
pending_review · View Meeting
Apr 28, 2026
Compile Wix payment list for Bryan
pending_review · View Meeting
Apr 28, 2026
Verify New York ASF credit card assignment
pending_review · View Meeting
Apr 28, 2026
Review Delane SEO audit and create task list for Farhan
pending_review · View Meeting
Apr 28, 2026
Prepare Delane proposal for fixed-price SEO work
pending_review · View Meeting
Apr 28, 2026
Address team communication issue with Brett
pending_review · View Meeting
Apr 28, 2026
Establish ticket routing protocol with Brett
pending_review · View Meeting
Apr 28, 2026
Send landing page tasks to Farhan
pending_review · View Meeting
Apr 28, 2026
Review scraper and blog automation with Farhan
pending_review · View Meeting
Apr 28, 2026
Develop plan for Sergei to learn website development
pending_review · View Meeting
Apr 28, 2026
Increase Dennis's workload and monitor productivity
pending_review · View Meeting
Apr 28, 2026
Review new department-focused agenda structure
pending_review · View Meeting
Apr 28, 2026
Communicate social media automation timeline to Jessica
pending_review · View Meeting
Apr 28, 2026
Clarify ticket handling process with Jessica
pending_review · View Meeting
Apr 28, 2026
Meet with Fox Farms about domain access request
pending_review · View Meeting
Apr 28, 2026
Update credit card information for Wave vendors
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Bahamas Burgers
pending_review · View Meeting
Apr 28, 2026
Push Farhan on social media automation development
pending_review · View Meeting
Apr 28, 2026
Review onboarding documents with Farhan
pending_review · View Meeting
Apr 28, 2026
Assign website image updates to Farhan
pending_review · View Meeting
Apr 28, 2026
Clarify Fernanda invoice and ad management
pending_review · View Meeting
Apr 28, 2026
Get ad account access credentials documented
pending_review · View Meeting