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Tasks 50
Task Priority Status ClientAssignee CreatedDue
#50Idea: shared proposal template library24-06-2026 00:0024-06-2026
#49Idea: weekly automation health digest24-06-2026 00:0024-06-2026
#47Schedule Stride Fitness intro call23-06-2026 00:0027-06-2026
#48Draft Summit POC pricing23-06-2026 00:0005-07-2026
#46Research carrier APIs for Northwind23-06-2026 00:0012-07-2026
#45Quarterly review with BlueOrbit CTOMark Sullivan23-06-2026 00:0019-07-2026 13:00
#42Review Q3 retainer scope with BlueOrbit23-06-2026 00:0028-06-2026
#43Build Summit reporting POC outline23-06-2026 00:0027-06-2026
#44Prep Brightpath workshop agenda23-06-2026 00:0028-06-2026 10:00
#41Send onboarding docs to LuminaNathan Roth23-06-2026 00:0027-06-2026
#38Code review for Vertex agent22-06-2026 00:0026-06-2026
#39Await Coastal content approval22-06-2026 00:0029-06-2026
#40Update CRM data for Orbit Commerce22-06-2026 00:0030-06-2026
#37Investigate Pulse pipeline error22-06-2026 00:0025-06-2026
#28Send proposal follow-up to Vertex22-06-2026 00:0024-06-2026
#29Review Lumina data model draft22-06-2026 00:0024-06-2026
#30Draft Northwind carrier architecture22-06-2026 00:0026-06-2026
#31Configure pipeline stages for Lumina22-06-2026 00:0026-06-2026
#33Draft Cedar & Co intro deck22-06-2026 00:0006-07-2026
#35Review BlueOrbit analytics design22-06-2026 00:0010-07-2026
#36Plan Northwind phase 2 milestones22-06-2026 00:0014-07-2026
#32QA automation workflow for Pulse22-06-2026 00:0028-06-2026
#34Validate Pulse data sources22-06-2026 00:0008-07-2026
#25Prepare proposal for Vertex FinTech21-06-2026 00:0027-06-2026
#26Design Lumina scheduling bot flows21-06-2026 00:0004-07-2026
#27Map Coastal lead routing process21-06-2026 00:0002-07-2026
#23Run Northwind discovery session21-06-2026 00:0024-06-2026 11:00
#24Confirm BlueOrbit renewal terms21-06-2026 00:0024-06-2026 16:00
#19Scope Summit Ventures POC20-06-2026 00:0023-06-2026
#20Tune Vertex escalation flows20-06-2026 00:0024-06-2026 14:30
#21Connect Pulse publishing API20-06-2026 00:0001-07-2026
#22Discovery prep for Vertex KYC20-06-2026 00:0030-06-2026
#16Follow up on Vertex enterprise terms19-06-2026 00:0023-06-2026
#17Prepare proposal for Lumina CRM Phase 219-06-2026 00:0022-06-2026
#18Ship Northwind dispatch module19-06-2026 00:0003-07-2026
#15Send Vertex support proposal18-06-2026 00:0023-06-2026
#14Resolve API rate limits for BlueOrbit18-06-2026 00:0022-06-2026 15:00
#12Send Coastal GEO content for approval17-06-2026 00:0021-06-2026
#13Configure Lumina pipeline stages17-06-2026 00:0022-06-2026
#11Prepare Lumina kickoff deck16-06-2026 00:0020-06-2026
#10Re-engage Harbor Foods decision maker16-06-2026 00:0020-06-2026
#9Ship Northwind reporting view15-06-2026 00:0021-06-2026
#8Onboard Pulse Media kickoff14-06-2026 00:0020-06-2026
#7Draft Coastal GEO content plan13-06-2026 00:0019-06-2026
#6Demo Vertex support agent12-06-2026 00:0018-06-2026
#5Send Pulse weekly status11-06-2026 00:0017-06-2026
#4Set up BlueOrbit support queue09-06-2026 00:0016-06-2026
#3Analyze Lumina intake volume08-06-2026 00:0015-06-2026
#2Review BlueOrbit metrics07-06-2026 00:0014-06-2026
#1Close Northwind pilot report04-06-2026 00:0012-06-2026