ProfitecProfitec CRM
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Tasks 50
Backlog 4
#50 Idea: shared proposal template libraryLow
Ethan Kaplan · 24-06-2026
#49 Idea: weekly automation health digestLow
Aaron Berger · 24-06-2026
#46 Research carrier APIs for NorthwindLow
Aaron Berger · 12-07-2026
#19 Scope Summit Ventures POCMedium
Jonah Adler · 23-06-2026
Planned 22
#47 Schedule Stride Fitness intro callLow
Talia Brandt · 27-06-2026
#48 Draft Summit POC pricingLow
Jonah Adler · 05-07-2026
#45 Quarterly review with BlueOrbit CTOLow
Talia Brandt · 19-07-2026 13:00
Mark Sullivan
#42 Review Q3 retainer scope with BlueOrbitMedium
Talia Brandt · 28-06-2026
#43 Build Summit reporting POC outlineMedium
Jonah Adler · 27-06-2026
#44 Prep Brightpath workshop agendaLow
Ethan Kaplan · 28-06-2026 10:00
#41 Send onboarding docs to LuminaLow
Jonah Adler · 27-06-2026
Nathan Roth
#40 Update CRM data for Orbit CommerceLow
Jonah Adler · 30-06-2026
#28 Send proposal follow-up to VertexMedium
Ethan Kaplan · 24-06-2026
#30 Draft Northwind carrier architectureHigh
Aaron Berger · 26-06-2026
#31 Configure pipeline stages for LuminaMedium
Jonah Adler · 26-06-2026
#33 Draft Cedar & Co intro deckLow
Aaron Berger · 06-07-2026
#35 Review BlueOrbit analytics designMedium
Talia Brandt · 10-07-2026
#36 Plan Northwind phase 2 milestonesLow
Aaron Berger · 14-07-2026
#32 QA automation workflow for PulseMedium
Talia Brandt · 28-06-2026
#34 Validate Pulse data sourcesMedium
Ethan Kaplan · 08-07-2026
#26 Design Lumina scheduling bot flowsMedium
Jonah Adler · 04-07-2026
#27 Map Coastal lead routing processLow
Talia Brandt · 02-07-2026
#21 Connect Pulse publishing APIMedium
Ethan Kaplan · 01-07-2026
#22 Discovery prep for Vertex KYCMedium
Ethan Kaplan · 30-06-2026
#17 Prepare proposal for Lumina CRM Phase 2High
Jonah Adler · 22-06-2026
#18 Ship Northwind dispatch moduleHigh
Aaron Berger · 03-07-2026
In Progress 7
#37 Investigate Pulse pipeline errorHigh
Ethan Kaplan · 25-06-2026
#25 Prepare proposal for Vertex FinTechHigh
Ethan Kaplan · 27-06-2026
#23 Run Northwind discovery sessionHigh
Aaron Berger · 24-06-2026 11:00
#24 Confirm BlueOrbit renewal termsHigh
Talia Brandt · 24-06-2026 16:00
#20 Tune Vertex escalation flowsHigh
Ethan Kaplan · 24-06-2026 14:30
#14 Resolve API rate limits for BlueOrbitUrgent
Talia Brandt · 22-06-2026 15:00
#12 Send Coastal GEO content for approvalHigh
Aaron Berger · 21-06-2026
Waiting 3
#39 Await Coastal content approvalLow
Aaron Berger · 29-06-2026
#16 Follow up on Vertex enterprise termsUrgent
Ethan Kaplan · 23-06-2026
#10 Re-engage Harbor Foods decision makerMedium
Talia Brandt · 20-06-2026
In Review 2
#38 Code review for Vertex agentMedium
Aaron Berger · 26-06-2026
#29 Review Lumina data model draftMedium
Jonah Adler · 24-06-2026
Done 12
#15 Send Vertex support proposalHigh
Ethan Kaplan · 23-06-2026
#13 Configure Lumina pipeline stagesMedium
Jonah Adler · 22-06-2026
#11 Prepare Lumina kickoff deckMedium
Jonah Adler · 20-06-2026
#9 Ship Northwind reporting viewHigh
Aaron Berger · 21-06-2026
#8 Onboard Pulse Media kickoffMedium
Talia Brandt · 20-06-2026
#7 Draft Coastal GEO content planMedium
Aaron Berger · 19-06-2026
#6 Demo Vertex support agentHigh
Ethan Kaplan · 18-06-2026
#5 Send Pulse weekly statusLow
Ethan Kaplan · 17-06-2026
#4 Set up BlueOrbit support queueMedium
Talia Brandt · 16-06-2026
#3 Analyze Lumina intake volumeMedium
Jonah Adler · 15-06-2026
#2 Review BlueOrbit metricsLow
Talia Brandt · 14-06-2026
#1 Close Northwind pilot reportLow
Aaron Berger · 12-06-2026
Cancelled 0