Meetings (6)
Apr 23 9:44AM
Apr 20 9:42AM
Apr 17 9:38AM
Apr 14 9:32AM
Apr 2 10:05AM
Mar 19 6:34PM
Action Items (118)
Apr 28, 2026
Improve post creation and image selection for blocks
done · View Meeting
Apr 28, 2026
Remove series assignment from brand setup
open · View Meeting
Apr 28, 2026
Fix persona image upload functionality
open · View Meeting
Apr 28, 2026
Add Runway credits for image generation
open · View Meeting
Apr 28, 2026
Fix video generation and review queue workflow
open · View Meeting
Apr 28, 2026
Fix pipeline queue bug to allow stopping video generation
open · View Meeting
Apr 28, 2026
Fix calendar functionality and brand setup incomplete error
open · View Meeting
Apr 28, 2026
Merge code from other system for link integration
open · View Meeting
Apr 28, 2026
Create outline for image creation feature
open · View Meeting
Apr 28, 2026
Set up ChatGPT Code integration
open · View Meeting
Apr 28, 2026
Review email about brand and services blocks
open · View Meeting
Apr 28, 2026
Complete platform development within one to two weeks
open · 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
Apr 28, 2026
Schedule meeting with Angelique and Dennis for onboarding process review
pending_review · View Meeting
Apr 28, 2026
Test website scraping tool with sample data
pending_review · View Meeting
Apr 28, 2026
Review and edit blog automation document
pending_review · View Meeting
Apr 28, 2026
Adjust recurring invoice for Regalcredit (Care Blackwell)
pending_review · View Meeting
Apr 28, 2026
Adjust manual invoices for Regalcredit
pending_review · View Meeting
Apr 28, 2026
Follow up on Cloudflare DNS access for Veterans Bridge website
pending_review · View Meeting
Apr 28, 2026
Create website maintenance contract for Plantbasedsupport
pending_review · View Meeting
Apr 28, 2026
Clarify Plantbasedsupport contract terms with Jessica
pending_review · View Meeting
Apr 28, 2026
Collect final payment from Michael Bray
pending_review · View Meeting
Apr 28, 2026
Schedule kickoff meeting with Mark Wilkins
pending_review · View Meeting
Apr 28, 2026
Cancel Executive Office Hours project
pending_review · View Meeting
Apr 28, 2026
Process hosting payment for multiple clients
pending_review · View Meeting
Apr 28, 2026
Switch Buck Ideas hosting to monthly billing
pending_review · View Meeting
Apr 28, 2026
Switch all hosting accounts to annual billing
pending_review · View Meeting
Apr 28, 2026
Contact clients about website maintenance plans
pending_review · View Meeting
Apr 28, 2026
Clarify hosting payment responsibility with Angelo and Brian
pending_review · View Meeting
Apr 28, 2026
Verify Farhan is working 40 hours per week
pending_review · View Meeting
Apr 28, 2026
Fix ticket count display accuracy
pending_review · View Meeting
Apr 28, 2026
Add project search functionality
pending_review · View Meeting
Apr 28, 2026
Add daily ticket tracking dashboard/report
pending_review · View Meeting
Apr 28, 2026
Fix budget tracking for time logging
pending_review · View Meeting
Apr 28, 2026
Plan migration from Teamwork to new platform
pending_review · View Meeting
Apr 28, 2026
Provide daily bug report for new Teamwork platform
pending_review · View Meeting
Apr 28, 2026
Fix task creation body field in Teamwork platform
pending_review · View Meeting
Apr 28, 2026
Add task reordering capability for project tasks
pending_review · View Meeting
Apr 28, 2026
Add project metadata fields (domain name, dates, etc.)
pending_review · View Meeting
Apr 28, 2026
Add file upload capability to projects
pending_review · View Meeting
Apr 28, 2026
Fix ticket synchronization between systems
pending_review · View Meeting
Apr 28, 2026
Contact Cedarstone Disposal Services about domain renewal
pending_review · View Meeting
Apr 28, 2026
Get direct bank transfer information for Tently payment
pending_review · View Meeting
Apr 28, 2026
Process Tently payment via direct bank transfer
pending_review · View Meeting
Apr 28, 2026
Create Google Cloud project for Forsyth
pending_review · View Meeting
Apr 28, 2026
Reply to Forsyth about Google Cloud setup and invoice
pending_review · View Meeting
Apr 28, 2026
Discuss ticket assignment workflow with Denis
pending_review · View Meeting
Apr 28, 2026
Pause blog automation project for AI agent testing
pending_review · View Meeting
Apr 28, 2026
Complete Boggerformation onboarding document
done · View Meeting
Apr 28, 2026
Develop blog automation sales pitch and email
pending_review · View Meeting
Apr 28, 2026
Schedule blog automation demo call with Bryan
pending_review · View Meeting
Apr 28, 2026
Finalize blog automation pricing structure
pending_review · View Meeting
Apr 28, 2026
Complete Many Plants onboarding
done · View Meeting
Apr 28, 2026
Test new Teamwork platform thoroughly
pending_review · View Meeting
Apr 28, 2026
Obtain email address for csdisposal.com contact
pending_review · View Meeting
Apr 27, 2026
Schedule weekly team meeting for next week
pending_review · View Meeting
Apr 27, 2026
Discuss payroll strategy and cash flow for next 30 days
pending_review · View Meeting
Apr 27, 2026
Remove Martin from Slack
pending_review · View Meeting
Apr 27, 2026
Remove Brett from team systems
pending_review · View Meeting
Apr 27, 2026
Complete landscape/Ashley website build
done · View Meeting
Apr 27, 2026
Respond to Mock Wilkins about industry targeting and SEO strategy
pending_review · View Meeting
Apr 27, 2026
Close old 'Waiting on Customer' tickets
pending_review · View Meeting
Apr 27, 2026
Add events to Lake Norman Magazine website
pending_review · View Meeting
Apr 27, 2026
Reply to Mock Wilkins proposal questions
pending_review · View Meeting
Apr 27, 2026
Request word document from Mock Wilkins for quote system details
pending_review · View Meeting
Apr 27, 2026
Follow up on church lead from sales
pending_review · View Meeting
Apr 27, 2026
Disconnect and reconnect Request mailbox
pending_review · View Meeting
Apr 27, 2026
Review and approve Dennis's invoice
pending_review · View Meeting
Apr 27, 2026
Dennis to call Donald Cook
done · View Meeting
Apr 27, 2026
Dennis to establish himself with remaining 30% of clients
done · View Meeting
Apr 27, 2026
Dennis to contact Lynch Law Firm
done · View Meeting
Apr 27, 2026
Teach team how to merge duplicate tickets
pending_review · View Meeting
Apr 27, 2026
Respond to Forsyth domain change and payment inquiry
done · View Meeting
Apr 27, 2026
Observe meeting with Delane and report back
pending_review · View Meeting
Apr 27, 2026
Follow up with Brett on meeting availability
pending_review · View Meeting
Apr 27, 2026
Review Brett's clients with Dennis
done · View Meeting
Apr 27, 2026
Follow up with Brett on missing $1,500 from Value Base
pending_review · View Meeting
Apr 27, 2026
Message Kela directly via Request Mailbox
pending_review · View Meeting
Apr 27, 2026
Log Desk support ticket issues with Teamwork
pending_review · View Meeting
Apr 27, 2026
Investigate domain transfer for Veterans Bridge
done · View Meeting
Apr 27, 2026
Merge duplicate Kela tickets
pending_review · 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