All-projects status · BD follow-ups · AI team routing · Updated: Sat Jun 27, 2026
📅 Today (Sat Jun 27) + Next 48h
Sat Jun 27
No scheduled meetings — today
Text Jess Webber re GEA NDA (today’s threshold). Prep Monday letter position.
Sun Jun 28
No scheduled meetings — tomorrow
Rest. Draft think tank programmatics before Tuesday Bridge/Circle.
Mon 9am
Kick off week (solo)
30-min ritual. Set the week.
Mon 1:30pm
Dany | Jamal 1:1
Letters review + ask language + reading cadence + C3 path. Dany missed Friday — everything carries over.
Tuesday Jun 30: 4-meeting day — Emm 10am, GEA Weekly 11am, Networking 12pm, Bridge/Circle 3pm.
Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Letters review on Dany 1:1 Monday — need position on ask. Think tank programmatics position for Tuesday Bridge/Circle. C3 / fiscal sponsor formation — no owner yet. GLT Squarespace still owed to Emm (Emm 1:1 Tue 10am). Notion reading list page still not built. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: Text Jess Webber today (GEA NDA threshold). GEA Weekly Tuesday 11am — R&R review + delivery workflow + paradigm scope-down. Test Mission Detour + share with Julia early next week. Other NDA signatures still outstanding. Key contacts need weekly momentum.
OII — Ko Tatou
Active
Co-founder search active. NJCJI 360 Analysis ongoing.
Hot right now: Becky outreach + Founder JDs — status unknown after Dan 4pm Friday; surface if not done. Brian Testerman Calendly pending. Dan virtual check-in Thu Jul 2 4pm. Safety Sync (Matt + Kyle) ~65 days open. Keegan — funding leads still waiting.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: No acute actions. Stable. Maintain cadence.
📍 BD Follow-Ups — Open Items
Jess Webber — GEA NDA
Text today if no response. “Just following up on the NDA — let me know if you have questions.”
Due TODAY
Brian Testerman
Intro done Jun 25 (via Tom). Send Calendly link for next meeting. 5 min.
Pending since Jun 25
Laura MZ
First call was Friday 5pm. Send a short follow-up if any threads came up.
Follow-up owed
Becky / Ko Tatou
Outreach + Founder JDs were owed before Dan 4pm Friday. Status unknown — confirm in vault.
Status unclear
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min.
~65 days open
GEA — NDA pipeline
Other signatures still outstanding beyond Jess. Follow up with each contact.
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," "what do I need to know about."
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.