MONDAY · JULY 20, 2026
Morning Briefing
🗽 New York, NY — Dany 1:1 today · Tuesday triple ahead
—
EDT (UTC−4)
—Vera: Monday, and it's a loaded one. Dany 1:1 at 1:30 is the hinge — the GLT site is live and everything left is blocked on her assets, so walk in with the three asks written down. Before that: did Julia's numbers + testimonials go out over the weekend? If not, that's your 9am block — she may already be done with the site. Basak is now 9 days overdue and was already on Friday's list. Tuesday is a triple. JD paragraphs due ~Jul 23 — start today or they'll collide with Wednesday.
★ The One Thing
Walk into Dany's 1:1 knowing your 3 unblocking asks — get them committed before you leave.
ActBlue embed code (Embed Generator tab, not the plain link), 8 board headshots + names, correct Instagram URL. Get each with a delivery channel and rough timeline. Done when: all three have a "how and when" attached. Everything else on the live GLT site waits on these.
💼 BD Follow-Ups Due
Basak Bakirci — GEA advisory9 days overdue
Jul 11 meeting summary (she asked explicitly). Did the acquisition group land on an offer? Carried from Fri + Sat lists. 15 min — clear it this morning.
Walker Music — GEA partnershipMet Thu — follow-up owed
Meeting happened Thursday 3pm. Send agreed next step in writing before GEA Weekly tomorrow.
Julia — GEA website assetsWeekend window — confirm
Numbers + testimonials she asked for Jul 16. If not sent over the weekend, send this morning — she may already be done with the site.
Rob Olney — GEA / senior housing introOn today's list
Send broker intro template so he can forward to sell-side brokers (BCC Jamal). Check Maryland assisted living intro via his sister.
Laura MZ — GEA24 days pending
First call Jun 26. Short check-in note. Today's gap-filler.
Law firm inbound via Alisha (Your Latch) — GEA prospectNew as of Fri
Ask Julia: did Alisha make the intro? What happened? Raise at GEA Weekly tomorrow 11am.
Dany — owed itemsDue at/before 1:30 1:1
GLT data-format video, Diana scheduling note, website update email. Book club invite: kickoff is on the calendar Wed — confirm she has the invite.
📅 Today — Monday July 20 (ET)
9:00a
30 min
🚀 Kick off week
Solo. Clear Basak + Julia sends first, then write your 3 Dany asks.
1:30p
60 min
🌉 Dany | Jamal 1:1
Bridge weekly. GLT site status + 5 decisions + asset asks. meet.google.com/uwy-xcby-gfm
⏭ Tomorrow — Tuesday July 21
10:00a
60 min
🌉 Emm | Jamal 1:1
Bridge · meet.google.com/cap-awrw-zsq. GLT embed strategy, product threads.
11:00a
60 min
📈 Growth Exit Weekly
GEA with Julia. Back-to-back with Emm. Raise: Walker Music, Alisha law-firm intro, Basak status.
3:00p
60 min
🌉 Bridge/Circle — Emm + Dany + Jamal
meet.google.com/srb-arey-dsj. Pull agenda before noon Tuesday.
🔥 Project Pulse
Bridge / GLT Website — Site is LIVE. Blocked on Dany's assets: ActBlue embed, 8 board headshots, Vanguard Fellows content, CEO Evaluation PDF, Instagram fix. Dany 1:1 today 1:30 is the unblock. Also owed her: data-format video, Diana scheduling note, website update email.
Growth Exit (pre-rev) — BD pipeline warm but leaking: Basak 9 days overdue, Walker Music follow-up owed, Laura MZ 24 days, Rob Olney intro pending, new law-firm inbound via Alisha. Julia updating website — send her numbers + testimonials if not done. Jess Weber Wed (⚠️ conflict). GEA Weekly tomorrow 11am.
OII / Ko Tatou — NJCJI 360 with Tom ongoing. No calendar events this week. Stable.
ND Coaching — Capped practice, stable. No urgent items.
🤝 Meeting Prep — Next 24h
Dany | Jamal 1:1 · TODAY · 1:30 PM ET
Context: GLT site is live on GLT's domain. Funders corrected, forms wired to Airtable, news rebuilt, retreat archive updated.
5 decisions you need: Board placements (6 or 9?), Leadership page hold status, 2026 retreat location, Newsletter provider, Members area scope.
3 asset unblocks: ActBlue embed code (Embed Generator tab), 8 board headshots + names, Instagram URL fix + LinkedIn confirm.
You owe her: GLT data-format video, Diana scheduling note, website update email. Confirm book club invite for Wed.
Aim for: All three asset asks committed with a channel + timeline, and the Wed 10am conflict resolved.
Emm | Jamal 1:1 · Tuesday Jul 21 · 10 AM ET
Last time (Jul 16): She reviewed the GLT site — main note: embed forms on-site to stop ~5% conversion drop-off.
You owe: Dany 1:1 outcome — did the embed code land? Asset delivery status.
Aim for: Aligned on next GLT sprint, Bridge/Circle agenda clear before noon.
Growth Exit Weekly · Tuesday Jul 21 · 11 AM ET
Raise with Julia: Alisha law-firm intro status, Walker Music next step, Basak thread, website update.
Aim for: Pipeline leaks plugged — every warm contact has a next action and owner.
Bridge/Circle — Emm + Dany + Jamal · Tuesday Jul 21 · 3 PM ET
Pull agenda before noon Tuesday. Surface anything from both 1:1s needing all-three alignment.
Aim for: Team exits with one clear decision or handoff agreed.
⚡ Action Chunks — Monday July 20
1
Clear the overdue BD sends — Basak summary (15 min) + Julia numbers/testimonials if not sent (20 min). Done when: both in their inboxes. · ~35 min · before noon
2
Resolve Wed conflict — Circle Book Club vs Jess Weber, both 10am Jul 22. Pick one, move the other, confirm with Jess. · 5 min · urgent
3
Prep Dany 1:1 — Write the 3 asset asks + 5 decisions on one note. Record the GLT data-format video if time allows (15–20 min). · 20–40 min · before 1:30pm
4
Start JD paragraphs — due ~Jul 23. Even 25 minutes today keeps them off Wednesday's plate. · 25 min · this evening
📖 Reading — Fresh Picks
Small Business Checkpoint July 2026 — Signs of ImprovementGEA
Bank of America Institute · Jul 2026 · SMB payments up 1% YoY in May; debit card growth ~10% YoY in June. Profitability and hiring picking up; cost pressures persist but momentum cautiously positive.
SMB Owners Face New Exit Playbook as Main Street EvolvesGEA
PYMNTS · 2026 · PE moving down-market for add-ons. Buyers require clean financials, documented systems, reduced founder dependence. ~6M SMBs facing ownership transition by 2035.
2025–2026 Tools & Tech Guide for Civic AdvocacyBridge
State Voices · Data + tech tools used by civic orgs. Multi-channel participation evolving from inclusion tactic into data strategy.
The Succession Trap: Why Founder Exits Are Reshaping Mid-Market M&AGEA
Vantyr Group · 2026 · Founder attachment + vague authority transfer = most common failure modes. Successor prep quality matters as much as successor identity.
Best AI Knowledge Management Tools for 2026Both
Shelf.io · Self-maintaining knowledge bases emerging — auto-detect content drift, draft updates. Tettra and Notion top picks for small teams.
Jul 21 — AI 101 with Council District 2 & BetaNYC · Jul 23 — Mapping for Equity, Mosholu LibraryBridge
BetaNYC · Jul 21 12pm: Intro to AI, CM Harvey Epstein's office. Jul 23 3pm: Data Entry class. CityCamp NYC Sep 19 at Hunter College. Bridge-adjacent data-literacy territory.