Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Letter review lands at today’s 3pm Bridge/Circle — ask language + cadence + C3 first step (pending since Jun 26; Dany declined Monday’s 1:1). GLT Squarespace draft to Emm before 10am. Jun 30 outputs still unlogged (7 days). Diana check-in Wed 12:30pm. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: GEA Weekly today 11am — referral agreement + NDA pipeline + Mission Detour. Rob outreach now 1 day overdue — send before the 12pm Chad call. Jess Webber NDA text 10 days overdue. Chad & Julia Fri 12pm. Paradigm scope-down proposal still open.
OII — Ko Tatou
Active
Co-founder search active. NJCJI 360 Analysis ongoing.
Hot right now: Dan | Jamal Thursday 4pm — Becky / Founder JDs movement owed by then. Jul 2 check-in outcomes still unlogged (5 days). Brian Testerman Calendly (12 days pending). Safety Sync (Matt + Kyle) ~74 days open.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: No acute actions. Stable. Maintain cadence.
📍 BD Follow-Ups Due
Rob — GEA / senior housing
Was due Monday. Outreach + connect Chad re: Colorado acquisitions — before the 12pm Chad call.
1 day overdue
Jess Webber — GEA NDA
Short text: “Just following up on the NDA.” 5 min, in the 1–3pm gap.
10 days overdue
Brian Testerman
Intro done Jun 25 (via Tom, OII-adjacent). Send Calendly link. 5 min.
12 days pending
Laura MZ
First call Fri Jun 26. Short follow-up if threads came up. Only if the gap has room.
11 days pending
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min gap-filler — Thursday works too.
~74 days open
GEA — NDA pipeline
Signatures outstanding beyond Jess. Status update ready for today’s 11am GEA Weekly.
Overdue
📌 AI Team Routing
Vera
Navigator — orientation, weekly review, session start. Triggers: “where do things stand,” “weekly review,” “bigger picture.”
Clio
Meeting brain — transcripts, agendas, action items. Triggers: “process this transcript,” “Clio this,” any uploaded audio/transcript.
Sage
Research brain — deep dives, primers, frameworks. Triggers: “research this,” “deep dive,” “primer on.”
Chad
Health & fitness — Long Covid pacing, training routing. Triggers: any health, energy, food, sleep, or pacing question.
Faulkner
Voice writer — drafts in Jamal’s tone. Triggers: “write this email,” “draft a message,” “in my voice,” any outgoing text.
Ori
Chief of Staff — routing when you’re not sure where to start. Triggers: “what should I work on,” “I don’t know where to start,” context switch.