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