MONDAY · JULY 20, 2026

Morning Briefing

🏛 New York, NY — Kick-off 9am · Dany 1:1 1:30pm
—
EDT (UTC−4)
☀️ Briefing ⚡ Nerve 📋 Tasks 📅 Week 🇯🇰 NZ
⚠️ Schedule conflict Wednesday Jul 22: Circle Book Club — Kickoff and Jess Weber 1:1 both start at 10:00 AM ET. Resolve before Wednesday.
🚀 Week starts now. Two anchors today: 9am kick-off block, 1:30pm Dany 1:1.
Use the 9am block to surface the one Bridge thread that needs Dany’s input today. She’s expecting: GLT data format video, Diana scheduling note, book club invite (Wed), website update email. Tomorrow is a triple — Emm 10am, GEA Weekly 11am, Bridge/Circle 3pm. And the Wed 10am conflict needs resolving before Wednesday.
📋 Tasks 📅 Week
—Vera: Monday. Two anchors: 9am kick-off (solo, 30 min) and Dany 1:1 at 1:30pm. Dany is owed four things from the Jul 17 1:1 — the GLT data format video, a Diana scheduling note, the book club invite for Wednesday, and the website update email. Pick what ships today at the 9am block. On BD: Rob Olney’s broker intro template is due today — it opens the sell-side broker channel and it’s 15 minutes. Basak is now 10 days overdue. Tuesday is a triple-header, so anything you don’t want hanging over a packed day, close today. JD paragraphs due ~Jul 23 — start a draft if the afternoon opens up.
★ THE ONE THING
Today · 1:30pm
Walk into Dany’s 1:1 at 1:30pm knowing what you’re bringing.
Use the 9–9:30am kick-off block to pick which of the four owed items ships today: GLT data format video, Diana scheduling note, book club invite (Wed), website update email. Done when: you have one concrete thing in hand before the call. Tomorrow is a triple — Monday sets the frame.
1:30 PM ET
💼 BD Follow-Ups Due
  • Basak Bakirci — GEA advisory 10 days overdue
    Jul 11 meeting summary (she asked explicitly). Did the acquisition group land on an offer? Longest-standing item on the list. 15 min — close it today.
  • Walker Music — GEA partnership Met Thu — follow-up owed
    Met Thursday 3pm. Send agreed next step in writing — the 48-hour window has passed, get it out today.
  • Laura MZ — GEA 24 days pending
    First call Jun 26. Short check-in note. Today’s gap-filler if a window opens.
  • Rob Olney — GEA / senior housing intro DUE TODAY
    Send the forwardable broker intro template so he can forward to sell-side brokers (BCC Jamal). Single most important BD deliverable for the broker referral channel. Also: Maryland assisted living intro via his sister.
  • Law firm inbound via Alisha (Your Latch) — GEA prospect New as of Fri
    Ask Julia: did Alisha make the intro? What happened? Raise at GEA Weekly — tomorrow 11am.
📅 Today & Tomorrow — Mon–Tue Jul 20–21
9:00am
30 min · Mon
🚀 Kick off week (solo)
Set your one target before Dany 1:1. What does a good Monday look like?
1:30pm
60 min · Mon
Dany | Jamal 1:1
Bridge weekly. Google Meet: meet.google.com/uwy-xcby-gfm. Know your open threads before you join.
10:00am
60 min · Tue
Emm | Jamal 1:1
GLT status, product threads, Bridge/Circle agenda. Back-to-back day.
11:00am
60 min · Tue
Growth Exit Weekly (Julia)
Pipeline, BD threads, open decisions. Back-to-back with Emm — build a 10 min gap if you can.
3:00pm
60 min · Tue
Bridge/Circle — Emm + Dany + Jamal
meet.google.com/srb-arey-dsj. Pull agenda before noon Tuesday.
⚡ Action Chunks — Mon Jul 20
  • 1
    Send Rob Olney the forwardable broker intro template (15–20 min)
    Due today. He forwards to sell-side brokers, BCC you. Opens the broker referral channel — single most important BD deliverable this week. Done when: email sent.
    GEA · Due today
  • 2
    Make short video explaining GLT data format for Dany (15–20 min)
    From Jul 17 Dany 1:1. Per-transaction rows, individual non-ActBlue donations, matching Emm’s template. Ideally in hand before the 1:30pm call. Done when: sent to Dany.
    Bridge / GLT · Before 1:30pm
  • 3
    Send Basak the Jul 11 meeting summary (15 min)
    10 days overdue and she asked explicitly. Ask whether the acquisition group landed on an offer. Done when: email sent. Book club invite to Dany (10 min) is the bonus round.
    GEA · 10 days overdue
🤝 Meeting Prep — Next 24h
Dany | Jamal 1:1 · 1:30pm today
Last time: Jul 17 — four items owed: GLT video, Diana note, book club invite, website email.
You owe: at least one of the four shipped or in hand.
Aim for: Diana meeting scheduled + fiscal sponsorship email status confirmed.
Emm | Jamal 1:1 · 10am Tue
Last time: Jul 16 — ten GLT website edits queued; two Airtable forms pending Dany.
You owe: GLT donor data import status (owed to Diana since Jul 14).
Aim for: agree Bridge/Circle agenda before the 3pm.
Growth Exit Weekly · 11am Tue
Last time: active BD week — broker channel + two new prospects in motion.
You owe: Rob Olney template status, law firm inbound question for Julia.
Aim for: pipeline tracker current + Wed conflict resolved.

Reading

SMB Owners Face New Exit Playbook as Main Street Evolves
PYMNTS · Financial reporting, customer concentration, and succession planning are now central to valuations. Buyer market = higher bar. · Relevant to: GEA
The Great Ownership Transfer: A New Era of Business Stewardship
McKinsey · Millions of SMB owners approaching retirement simultaneously — demand for advisory and transition support is structurally rising. · Relevant to: GEA
Progressive Nonprofits Partner on “Movement-aligned” Tech
Campaigns & Elections · Movement Cooperative + Action Network deepen partnership for integrated data + advocacy tools across organizing groups. · Relevant to: Bridge
Recession-Proof Business Tips for SMBs in 2026
GSA Schedule Services · Recession survivors hold 3–6 months operating reserves; agility and documented ops are the differentiator. · Relevant to: GEA / Both
Entrepreneurs & SMB Owners NYC Business Networking Mixer
Jul 24, 7pm — Blu33 NYC Rooftop Bar. Founders + business owners mixer. RSVP via Eventbrite. · Relevant to: GEA
Project Pulse
Bridge
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot: Dany 1:1 TODAY 1:30pm — four items owed. GLT donor data import owed to Diana since Jul 14. Book club starts Wed — Dany needs invite. Ten GLT website edits queued (Emm). Diana check-in Wed 12:30pm. Borealis Friday — fiscal sponsorship email this week.
Growth Exit Advisors
US advisory practice, co-founded with Julia. Pre-revenue.
Hot: Rob Olney broker intro template DUE TODAY. Basak 10 days overdue. Walker follow-up owed (met Thu). Law firm inbound via Alisha — raise at GEA Weekly Tue 11am. Jess Weber Wed 10am has a conflict — resolve first. Pipeline tracker still not current.
OII — Ko Tatou
Co-founder search active (AHTC). NJCJI 360 Analysis ongoing.
Hot: JD paragraphs + one-page JDs (Develop / Community / Operations) due ~Jul 23 — 5 days away. Start Monday. Safety Sync draft (Matt + Kyle) ~85 days. LinkedIn recovery still needed.
ND Coaching
Capped (~10 clients). Input Theory + GPAS system.
Hot: Keegan Mitchell intake happened Thu Jul 16 10pm NZ. Log fit decision in vault. Otherwise stable.
Monday, July 20, 2026  ·  New York, NY  ·  —Vera · July 2026