Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Dany 1:1 today 1:30pm — ask language + cadence + C3 first step (pending since Jun 26). GLT Squarespace draft to Emm before Tuesday 10am. Jun 30 Emm 1:1 + GEA Weekly + Bridge/Circle outputs still unlogged (6 days). Diana check-in Wed 12:30pm. Notion reading list setup pending. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: Rob outreach due today (senior housing + Chad/Colorado connect). Jess Webber NDA text — 9 days overdue. GEA Weekly Tue 11am — Mission Detour + NDA pipeline + referral agreement. 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 check-in (Jul 2) outcomes unlogged (4 days) — capture today (Becky / Founder JDs). Brian Testerman Calendly (11 days pending). Safety Sync (Matt + Kyle) ~73 days open. Dan | Jamal Thursday 4pm.
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
Back from Berlin Jul 3. Outreach + connect Chad re: Colorado acquisitions — first in today’s daily note.
Due today
Jess Webber — GEA NDA
Short text: “Just following up on the NDA.” 5 min, first gap this morning.
9 days overdue
Brian Testerman
Intro done Jun 25 (via Tom, OII-adjacent). Send Calendly link. 5 min.
11 days pending
Laura MZ
First call Fri Jun 26. Send short follow-up if threads came up. Check notes.
10 days pending
Becky / Ko Tatou
Discussed at Jul 2 Dan check-in. Log the outcome today — what was agreed and what’s next.
Log outcome
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min gap-filler.
~73 days open
GEA — NDA pipeline
Other signatures outstanding beyond Jess. Status update ready for Tuesday’s 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.