💼 BD Follow-Ups Due
Basak Bakirci
GEA advisory — Jul 11 summary + acquisition group check-in (she asked explicitly). 15 min.
8 days out
Walker Music
GEA partnership — met Thu 3pm. Send agreed next step in writing before next week.
Follow-up owed
Rob Olney
GEA / senior housing — send broker intro template (BCC Jamal). Monday task list.
Monday
Laura MZ
GEA — first call Jun 26. Short check-in note. Monday gap-filler.
22 days
Law firm via Alisha
GEA inbound prospect (Your Latch) — ask Julia: did Alisha make the intro? Thursday GEA Weekly.
New
Safety Sync (OII)
Matt + Kyle — de-AI the draft, confirm Kyle’s email, send. 10 min gap-filler.
~85 days
Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot: GLT donor data import still owed Diana since Jul 14. Ten GLT website edits queued from Jul 16 Emm 1:1 (View All News, donation page, favicon, header logo, footer socials, nav, events). Jul 17 Dany 1:1: book club starts Wed Jul 22 (invite Dany), video explaining GLT data format (send to Dany), schedule Diana meeting, send website update email. Borealis meeting next Friday — fiscal sponsorship email Dany targeting this week. Wire two forms still pending Dany’s rebuilt Airtable.
Growth Exit Advisors
Pre-rev
US advisory practice, co-founded with Julia. Pre-revenue.
Hot: Julia updating website this weekend — send numbers + testimonials today. Basak 8 days overdue. Walker follow-up owed (met Thu). Law firm inbound via Alisha (new lead). Rob Olney intro template (Monday). GEA Audit structured thinking (was blocked for Fri) — carry to this week. Workshop topic not locked. Pipeline tracker needs 6+ names.
OII — Ko Tatou
Active
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
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot: Keegan Mitchell intake happened Thu Jul 16 10pm NZ. Log fit decision in vault. Otherwise stable.
🤖 AI Team Routing
Vera
Navigator — session start, weekly reviews, project status, orientation
Clio
Meeting brain — transcripts, agendas, action items from calls
Sage
Research — deep dives, primers, frameworks, domain synthesis
Chad
Health & fitness — Long Covid pacing, training, food, energy
Faulkner
Voice writer — drafts + edits in Jamal’s tone, outgoing text
Ori
Chief of Staff — routing, “where do I start,” context switches between projects