Meetings (8)
Apr 27 1:08PM
Apr 27 9:52AM
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Interlace Health Weekly Meeting Interlace Health
Decisions (13)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
Apr 28, 2026
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
Action Items (106)
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
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Apr 28, 2026
Check LinkedIn Premium availability for free activation
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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
Establish communication protocol with team leadership
done · View Meeting
Apr 28, 2026
Reassign Angelique to leadership capacity
open · View Meeting
Apr 28, 2026
Clean up Teamwork, Slack, Gmail, and Jira access
open · View Meeting
Apr 28, 2026
Request password reset assistance from Angelo
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Apr 28, 2026
Discuss Charm Enterprise account activation
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Apr 28, 2026
Log bug for Charm medical history import workflow
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Apr 28, 2026
Investigate custom form options in Charm scheduling
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Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
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Apr 28, 2026
Develop care navigator task assignment workflow
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Apr 28, 2026
Get legal opinion on Charm API usage for referral management
open · View Meeting
Apr 28, 2026
Implement automated referral intake system
open · View Meeting
Apr 28, 2026
Instruct Joe to use tasks instead of referrals for follow-ups
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Apr 28, 2026
Develop nurse note workflow with provider sign-off
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Apr 28, 2026
Customize treatment plan goals and objectives in Charm
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Apr 28, 2026
Encourage Joe to use Whisper Flow instead of Whisper AI
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Apr 28, 2026
Investigate auto-scoring for questionnaires in Charm
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Apr 28, 2026
Explore dual-signature PDF upload options in Charm
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Apr 28, 2026
Compile and send follow-up answers to Charm implementation team
open · View Meeting
Apr 27, 2026
Revisit 60-90 day organizational recommendations
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Apr 27, 2026
Send email on taxonomy and nomenclature breakdown
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Apr 27, 2026
Coordinate org chart alignment meeting with Rhonda
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Apr 27, 2026
Make progress on product management during Wednesday meeting
done · View Meeting
Apr 27, 2026
Discuss offline with Kelly regarding Martin communication
done · View Meeting
Apr 27, 2026
Send Kelly documentation and voice notes
pending_review · View Meeting
Apr 27, 2026
Assess outstanding SEO tasks for Reloan Valuebiz client
pending_review · View Meeting
Apr 27, 2026
Close tickets for ten-day swim domain issue
pending_review · View Meeting
Apr 27, 2026
Finalize landscaping website
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Jessica and clarify board involvement
pending_review · View Meeting
Apr 27, 2026
Set up payment processing system for incoming funds
pending_review · View Meeting
Apr 27, 2026
Meet with Martin about marketing strategy
pending_review · View Meeting
Apr 27, 2026
Evaluate Martin's value delivery against $1,100 monthly cost
pending_review · View Meeting
Apr 27, 2026
Determine if Jericho's start date needs to be pushed or if hire is lost
pending_review · View Meeting
Apr 27, 2026
Clarify invoice approval and payment process with Trianty (dentist)
pending_review · View Meeting
Apr 27, 2026
Discuss offline with Kelly regarding Christie and legal situation
done · View Meeting
Apr 27, 2026
Update payroll sheet with client cancellations
pending_review · View Meeting
Apr 27, 2026
Review SEO client list and create action plan
pending_review · View Meeting
Apr 27, 2026
Send team communication about payroll situation
pending_review · View Meeting
Apr 27, 2026
Create spreadsheet of money owed and payment plan
pending_review · View Meeting
Apr 27, 2026
Decide on Nancy's employment status
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on client account ownership and task management
pending_review · View Meeting
Apr 27, 2026
Front initial funds if needed
pending_review · View Meeting
Apr 27, 2026
Loop in Angelique for Plant-Based Support client management
pending_review · View Meeting
Apr 27, 2026
File state business license paperwork
pending_review · View Meeting
Apr 27, 2026
Develop podcast studio scheduling software
pending_review · View Meeting
Apr 27, 2026
Register podcast studio scheduling domain
pending_review · View Meeting
Apr 27, 2026
Contact Joy from LKN Magazine about B&I networking
pending_review · View Meeting
Apr 27, 2026
Send networking events calendar update
done · View Meeting
Apr 27, 2026
Coordinate case study documentation
done · View Meeting
Apr 27, 2026
Track hours spent on studio project
done · View Meeting
Apr 27, 2026
Verify client proposal signature
done · View Meeting
Apr 27, 2026
Visit studio space in person
done · View Meeting
Apr 27, 2026
Set up Claude account and subscription
done · View Meeting
Apr 27, 2026
Generate studio rental pricing analysis using Claude
done · View Meeting
Apr 27, 2026
Create bill of materials for studio
done · View Meeting
Apr 27, 2026
Create project tracking spreadsheet
done · View Meeting
Apr 27, 2026
Set up debit card for equipment purchases
pending_review · View Meeting
Apr 27, 2026
Approve Jericho Gonzalez's OnePass access
pending_review · View Meeting
Apr 27, 2026
Add Jericho Gonzalez to relevant projects in OnePass
pending_review · View Meeting
Apr 27, 2026
Prepare Jericho Gonzalez onboarding overview document
pending_review · View Meeting
Apr 27, 2026
Review blog automation landing page edits
pending_review · View Meeting
Apr 27, 2026
Review financial reports
pending_review · View Meeting
Apr 27, 2026
Monitor team time tracking in Teamwork
pending_review · View Meeting
Apr 27, 2026
Enforce Teamwork task management process
pending_review · View Meeting
Apr 27, 2026
Approve Jericho Gonzalez's OnePass access
pending_review · View Meeting
Apr 27, 2026
Prepare Jericho Gonzalez onboarding overview
pending_review · View Meeting
Apr 27, 2026
Review blog automation landing page and test email
pending_review · View Meeting
Apr 27, 2026
Review financial reports
pending_review · View Meeting
Apr 27, 2026
Monitor team time tracking in Teamwork
pending_review · View Meeting
Apr 27, 2026
Create tech due diligence deck for fundraising
pending_review · View Meeting
Apr 27, 2026
Develop 2-3 year product roadmap for fundraising
pending_review · View Meeting
Apr 27, 2026
Compile product ideas and wish list for prioritization
done · View Meeting
Apr 27, 2026
Establish weekly sync cadence with Amantha and Eileen
pending_review · View Meeting
Apr 27, 2026
Formalize product planning process with Eileen
pending_review · View Meeting
Apr 27, 2026
Explore AI scribe capability for pharmacy technicians
pending_review · View Meeting
Apr 27, 2026
Determine developer hiring needs for product roadmap
pending_review · View Meeting
Apr 27, 2026
Monitor Amazon/weekend launch status
done · View Meeting
Apr 27, 2026
Follow up on Dwala beta pilot status
done · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding presentation template updates
done · View Meeting
Apr 27, 2026
Prepare for June fundraising prep phase
pending_review · View Meeting
Apr 27, 2026
Send calendar invites for Eileen's first day onboarding
pending_review · View Meeting
Apr 27, 2026
Schedule compliance discussion with Amantha and Brendan
pending_review · View Meeting
Apr 27, 2026
Map out escrow/FBO technical requirements with Brendan
done · View Meeting
Apr 27, 2026
Assign Core 1 and Core 2 smart inventory work to Matt and Kaylyn
pending_review · View Meeting
Apr 27, 2026
Map out Core 3 matching and notification algorithm
pending_review · View Meeting
Apr 27, 2026
Add licensure/compliance to project roadmap
pending_review · View Meeting
Apr 27, 2026
Meeting enrichment failed: Busy (N)
open · View Meeting
Apr 8, 2026
Launch MyCustodyShield.com go-to-market campaign
pending_review · View Meeting
Apr 8, 2026
Transition Martin to new ventures support
pending_review · View Meeting
Apr 8, 2026
Restructure Next Wave for cash flow positivity
pending_review · View Meeting