Quartz 5

2026-07-01

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tagsjournal--active

27 min read

2026-07-01

📅 Today’s Schedule (Auto-Ingested)

  • [All Day] Home

    • People: None

  • [7:00 AM - 7:15 AM] 📧 Morning Catch Up ✅

    • People: None
    • Description: This AI-powered event was created by Reclaim.ai.

  • [8:10 AM - 8:30 AM] Medication Refill Telemedicine

    • People: None
    • Description: This event was created by Reclaim.This time has been blocked on your calendar and is marked as Default visibility. Others will see that you are Busy a…

  • [8:30 AM - 8:45 AM] 😎 Decompress

    • People: None
    • Description: This event was created by Reclaim.Kevin needs a break to decompress. Please ping them before scheduling a meeting over this event…

  • [9:00 AM - 9:30 AM] Daily Huddle

  • [9:30 AM - 10:00 AM] Marketing Schmarketing

    • People: None
    • Description: This event was created by Reclaim.This time has been blocked on your calendar and is marked as Default visibility. Others will see that you are Busy a…

  • [10:00 AM - 10:15 AM] 😎 Decompress

    • People: None
    • Description: This event was created by Reclaim.Kevin needs a break to decompress. Please ping them before scheduling a meeting over this event…

  • [11:00 AM - 12:00 PM] Therapy

    • People: None
    • Description: This event was created by Reclaim.This time has been blocked on your calendar and is marked as Default visibility. Others will see that you are Busy a…

  • [12:00 PM - 12:15 PM] 😎 Decompress

    • People: None
    • Description: This event was created by Reclaim.Kevin needs a break to decompress. Please ping them before scheduling a meeting over this event…

  • [12:15 PM - 1:00 PM] 🍱 Lunch ✅

    • People: None
    • Description: This AI-powered event was created by Reclaim.ai.

  • [2:00 PM - 2:45 PM] Portal x Hubspot Connection

  • [2:45 PM - 3:00 PM] 😎 Decompress

    • People: None
    • Description: This event was created by Reclaim.Kevin needs a break to decompress. Please ping them before scheduling a meeting over this event…

  • [3:00 PM - 4:30 PM] 🎧 Focus time ✅

    • People: None
    • Description: This event was created by Reclaim.ai.Reclaim has blocked this time out for Kevin to focus on heads-down work. Please find another time to meet with th…

  • [4:30 PM - 4:45 PM] 📧 Afternoon Catch Up ✅

    • People: None
    • Description: This AI-powered event was created by Reclaim.ai.

  • [5:00 PM - 6:15 PM] CTOx Peer Progress Group Call

    • People: kevin@waycupcreative.com
    • Description: Peer Progress is inviting you to a scheduled Zoom meeting.Join Zoom Meetinghttps://ctox.zoom.us/j/82531850975⏱️ 75 minutes of clarity, connection, and…

  • [6:15 PM - 6:30 PM] 😎 Decompress

    • People: None
    • Description: This event was created by Reclaim.Kevin needs a break to decompress. Please ping them before scheduling a meeting over this event…

🎙️ GDrive Ingested: 30 09:20 CDT - Notes by Gemini

Summary & Flight Plan

Daily Huddle - June 30, 2026

Executive Summary

A critical daily huddle on June 30, 2026, between Kevin Dockman and Brenn Almario addressed an immediate financial challenge: Dog Wizard cutting its retainer in half starting July 14th. This substantial revenue reduction necessitates a strategic pivot from the current hourly retainer model to a performance-based or commission-only compensation structure for Brenn, effective after a two-week transition period for which an advance payment has been made.

The new operational focus places Kevin on existing client work and managing the sales pipeline, while Brenn transitions fully into a Go-to-Market (GTM) engineering role, concentrating on lead generation, market strategy development, HubSpot optimization, and LinkedIn outreach. Administrative restructuring also includes internalizing bookkeeping. For client management, a two-week sprint model will be implemented for the CLG client to better manage scope and task volume. The immediate p… (Full transcript and action items recorded in 30 09:20 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 26 12:50 EDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The Daily Huddle on June 26, 2026, primarily focused on critical updates for upcoming program launches within HubSpot and optimizing data visualization and reporting. Key discussions centered on aligning email workflows for “Foundations June” by locking in Zoom links and enforcing brand standards for email templates. Significant effort was directed towards resolving sales dashboard visibility issues through user-specific filtering and enhancing data interaction by transitioning reports from tables to charts. Additionally, a crucial data association fix was identified for Accounts Receivable reporting, requiring the syncing of deal owner information to invoice properties to enable accurate aging summaries.

Key Architectural Frameworks & Core Principles

  • User-Specific Data Views: Implementing filtering (e.g., “is any of me” or “is any of [User]”) on dashboards to ensure users only see their relevant data, enhancing privacy and personalization.
  • **Data A… (Full transcript and action items recorded in 26 12:50 EDT - Notes by Gemini)

🎙️ GDrive Ingested: 19 13:36 CDT - Notes by Gemini

Summary & Flight Plan

Meeting Notes Analysis: Jun 19, 2026

Executive Summary

This meeting transcript indicates an extremely brief interaction, consisting of a single participant, Kevin Dockman, stating “Exactly” at the 2-second mark. The meeting was primarily silent, concluding after 52 seconds without any substantive conversation or discussion in a supported language. Consequently, no meaningful information, decisions, or actionable items were generated.

Key Architectural Frameworks or Core Principles

No architectural frameworks, design patterns, or core principles were discussed during this meeting.

Flight Plan Action Items

No actionable items or next steps were identified or assigned during this meeting.

Discussion Transcript

Meeting Details

  • Date: Jun 19, 2026
  • Time: 13:36 CDT

Conversation Log

  • 00:00:02 Kevin Dockman: Exactly.

Transcript End

🎙️ GDrive Ingested: 19 13:23 CDT - Notes by Gemini

Summary & Flight Plan

Meeting Analysis: Jun 19, 2026

1. Executive Summary

This meeting record indicates a very brief session on June 19, 2026, lasting approximately 1 minute and 39 seconds. The automated summary tools indicated insufficient conversation in a supported language to produce a full summary or detailed notes. The only transcribed content consists of a fragmented statement: “By the way, remember also It is illegal. That’s good.” Due to the extremely limited transcript, no substantive discussion, decisions, or strategic insights can be extracted.

2. Key Architectural Frameworks or Core Principles

No architectural frameworks or core principles were discussed or identifiable from the provided transcript fragment. The meeting’s brevity and content did not allow for any technical or strategic principles to be articulated.

3. Flight Plan Action Items

No actionable items or assignees were identified from the extremely limited transcript.

4. Key Structural Sections of the Discussion

… (Full transcript and action items recorded in 19 13:23 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 19 13:15 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary - Jun 19, 2026 Meeting

This meeting, held on June 19, 2026, at 13:15 CDT, contained minimal discernible conversation. The provided transcript is exceptionally brief, lasting less than four minutes, and primarily records the meeting’s recording notification. No substantive discussion, decisions, or architectural content were captured within the transcribed segment.

Key Architectural Frameworks or Core Principles Discussed

No architectural frameworks or core principles were discussed or identifiable in the provided transcript. The conversation was too brief and lacked specific technical content.

Flight Plan Action Items

No actionable items or assignees were discernible from the provided transcript. The conversation did not involve any directives or follow-up tasks.

Discussion Transcript

The following represents the complete structural sections of the discussion as provided, noting the brevity of the recorded conversation:

Meeting Jun 1…

(Full transcript and action items recorded in 19 13:15 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 18 11:59 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The CLG Jam session focused on critical refinements to HubSpot email configurations and a significant strategic pivot in workflow automation for client learning paths. Initial efforts streamlined email template variables, ensured consistent formatting, and established an ‘In Progress’ trigger for onboarding. A key architectural shift occurred in managing projects on ‘on hold’ status: moving from complex date calculation scripts to a more robust “self-healing milestone pattern” implemented via a daily scheduled workflow. This new approach pauses email timers and maintains participant position during holds, greatly enhancing system flexibility and reliability. The session concluded with defined next steps for workflow updates, documentation, and further stakeholder discussions.

Key Architectural Frameworks & Core Principles

  • Self-Healing Milestone Pattern: A core principle adopted for workflow automation, ensuring system flexibility by using milestone… (Full transcript and action items recorded in 18 11:59 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 17 10:09 CDT - Notes by Gemini

Summary & Flight Plan

Here’s an analysis of the meeting transcript, structured as requested:

Executive Summary

The Daily Huddle on June 17, 2026, primarily focused on establishing a robust architecture for automated email workflows within HubSpot for the “Conscious Leadership Foundations” learning paths. The core challenge addressed was implementing time-based email delivery and content access that accurately accounts for pauses and resumptions of a learning path (i.e., “on hold” status).

The team finalized a “dual date model” architecture, where an immutable original start date is maintained for reporting, and a new LP adjusted start date custom property dynamically manages scheduling offsets based on time spent on hold. Key decisions included defining workflow logic for pausing and reactivating sequences, configuring custom properties (e.g., coach Zoom link), and establishing a comprehensive testing protocol. Initial technical builds were initiated, leveraging automation scripts for property cre… (Full transcript and action items recorded in 17 10:09 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 16 14:03 CDT - Notes by Gemini

Summary & Flight Plan

Meeting Notes Analysis: Jun 16, 2026

Executive Summary

This document indicates a meeting took place on June 16, 2026, at 14:03 CDT. However, an automated summary was not generated due to insufficient conversation in a supported language. The transcription service ran for 10 minutes and 11 seconds, but the content of the discussion itself is not provided within this document. Consequently, no meeting details or next steps were automatically produced.

Key Architectural Frameworks or Core Principles Discussed

  • No architectural frameworks or core principles could be extracted as the actual meeting discussion content is unavailable. The automated analysis indicated insufficient conversation in a supported language to produce a summary or details.

Flight Plan: Action Items

  • No action items were suggested or could be identified from the provided document, as explicitly stated: “No suggested next steps were found for this meeting.”

Structural Sections of Discussion

… (Full transcript and action items recorded in 16 14:03 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 16 10:49 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The Daily Huddle on June 16, 2026, focused on critical technical and operational updates. Key discussions covered streamlining technical infrastructure, optimizing AI performance, and implementing financial controls. Significant progress was noted in organizing shared drives and coordinating WordPress-HubSpot development workflows for an upcoming portal notification system launch. AI performance is being enhanced through structured documentation and token management. Cost-saving measures include setting AI project spend caps and automating bookkeeping processes, alongside the cancellation of the Miro subscription due to the adoption of text-based visualization tools.

Architectural Frameworks & Core Principles

  • WordPress-HubSpot Integration Architecture: A client portal running on a WordPress interface with a HubSpot backend for data flow, triggers, and synchronization via API or custom application.
  • **AI Optimization through Structured Documentation &… (Full transcript and action items recorded in 16 10:49 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 08 11:05 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The meeting on June 8, 2026, addressed the company’s financial outlook, operational workflows, and strategic focus, culminating in a commitment to HubSpot project management integration. Despite current cash flow challenges, stability is being managed by prioritizing the Conscious Leadership Group (CLG) HubSpot project, which has a 3-month deliverable timeline. Key operational improvements include centralizing project tracking within HubSpot via custom objects and automation, replacing manual and external spreadsheet dependencies. The team is focused on system maintenance, learning new automation frameworks, and stabilizing future revenue through bundled maintenance services.

Key Architectural Frameworks and Core Principles

  • Derisk, Unclog, and Scale Framework: A structured approach to categorize project tasks based on urgency and strategic goals, utilizing a Google Sheet integrated with Gemini for automated generation of objectives, ideal outcomes, and … (Full transcript and action items recorded in 08 11:05 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 10 15:28 CDT - Notes by Gemini

Summary & Flight Plan

Meeting Notes Analysis: Technical Workflow Review and Commission Structure Planning

Executive Summary

The meeting on June 10, 2026, focused on a comprehensive review of technical workflows, strategic planning for a new commission structure, and the development of a robust financial data cleanup strategy. Key outcomes include the decision to implement separate ‘Earnings’ and ‘Payouts’ custom objects within HubSpot for precise commission tracking and the establishment of a critical data synchronization rule to resolve HubSpot-to-QuickBooks integration failures by ensuring consistent company naming. Persistent challenges with data synchronization due to incomplete and duplicate company data necessitate a proactive data auditing approach, with automated scripts planned for systemic inconsistency resolution. Action items emphasize immediate data cleanup, clarification of portal triggers, QuickBooks access, and further development of scheduling and reporting tools.

Key Architectur…

(Full transcript and action items recorded in 10 15:28 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 10 07:01 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

This meeting between Rune Sovndahl (VT Superchargers/Redline Boost) and Kevin Dockman focused on critical operational efficiency challenges, particularly concerning data management, software integration, and sales performance. Key issues identified include manual data processes, siloed customer service systems, difficulties in video content processing due to metadata inconsistencies, and the absence of a centralized product database.

While Hootsuite has been implemented to manage social media and posting, the team currently relies on spreadsheets as a temporary “source of truth” for product data. The implementation of HubSpot is deferred until sales volume increases, with a prioritization on converting current leads (averaging 8-10 per day). Decisions were made to ensure mandatory human oversight for automated customer support and to future-proof any new software solutions for integration with a centralized product database and Model Context Protocol (MCP). The im… (Full transcript and action items recorded in 10 07:01 CDT - Notes by Gemini)

🎙️ GDrive Ingested: yts-qqdt-phi (2026-06-05 10:17 GMT-5) - Transcript

Summary & Flight Plan

Executive Summary

This meeting between Kevin Dockman (Fractional CTO/Consultant) and Leslie Sanders (Dentist, business owner) focused on Leslie’s challenges with her current marketing agency (Lasso) and exploring potential engagement with Kevin. Leslie is currently overwhelmed with practice management, staff changes, and an underperforming agency that provides insufficient ROI and unclear reporting. Her practice’s current revenue is around $40,000/month, matching her overhead.

Leslie’s immediate goal is to increase revenue to 100,000/month. She aims for 15-20 new patients per month, valuing each new patient at an initial 2,000, with an estimated annual lifetime value of 100,000/month cap, she estimates needing around 40-42 new patient acquisitions monthly.

Kevin analyzed Leslie’s provided SEO report, identifying that Google Organic drives most conversions, desktop traffic is surpr… (Full transcript and action items recorded in yts-qqdt-phi (2026-06-05 10:17 GMT-5) - Transcript)

🎙️ GDrive Ingested: 26 13:38 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The meeting on May 26, 2026, focused on a strategic initiative to centralize and automate sales workflows within HubSpot. The primary objective is to transition from manual data entry and disparate systems to a unified platform that integrates external data sources (e.g., ZoomInfo, CoStar, Built In Chicago) and leverages AI for dynamic outreach. Key discussions revolved around implementing HubSpot sequences for consistent follow-up, utilizing AI for email generation, and optimizing administrative tasks to significantly increase outreach volume while maintaining data integrity. Decisions included standardizing CRM property labels, adopting an AI-driven sequencing strategy, and pursuing a two-pronged project approach: first, data import, then automation activation. Kevin Dockman will develop an automation roadmap, and Morgan Mellske will lead the definition of HubSpot sequences and follow-up processes.

Key Architectural Frameworks & Core Principles

🎙️ GDrive Ingested: 20 14:44 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The May 20, 2026, meeting focused on pivotal advancements in the team’s technical infrastructure and website deployment strategy. A major update involves the rebranding and consolidation of the Gemini command-line interface into “Anti-gravity,” integrating terminal, web app, and workspace functionalities. To standardize development environments and mitigate file-sharing issues, the team introduced the Nyx application. For website deployment, the K-doc-site was successfully integrated with HubSpot and GitHub, establishing an automated CI/CD pipeline. Key architectural decisions included a flattened repository structure, clear separation of code and documentation, and the use of GitHub Actions with repository secrets for streamlined updates. While minor access and integration challenges were noted, the primary objective of automated deployment and a unified development ecosystem remains on track.

Key Architectural Frameworks and Core Principles

🎙️ GDrive Ingested: 15 13:06 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The team successfully synchronized vault environments and finalized infrastructure configurations, establishing a robust foundation for upcoming marketing asset development. Key achievements include the integration of Tailscale and Quartz for optimized workflow and secure remote access, resolution of environment configuration challenges like Gemini shell-nesting loops, and authentication of G Cloud CLI credentials. A clear strategy was set for developing primary marketing assets using Gemini for content and HubSpot for implementation, with an emphasis on creating consistent design guidelines.

Key Architectural Frameworks / Core Principles

  • Decentralized Access & Security: Leveraging Tailscale for secure remote access and SSH key management, aiming for a largely free and efficient setup with Cloudflare Access to restrict logins.
  • Document Garden & Knowledge Management: Utilizing Quartz to mirror Obsidian Markdown files into a web-based, searchable … (Full transcript and action items recorded in 15 13:06 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 11 12:21 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The Daily Huddle on May 11, 2026, primarily focused on establishing and optimizing the technical environment for AI-assisted project development, with key participants Brenn Almario and Kevin Dockman. Significant progress was made in configuring a Linux development environment via Windows Subsystem for Linux (WSL) and Termius, including automating terminal snippets for system maintenance and vault synchronization with GitHub. Connectivity challenges were addressed through comprehensive SSH configuration and network mode alignment. Furthermore, the team formalized professional workflows by implementing AI-assisted analysis protocols for project deliverables, adopting a centralized vault repository for knowledge retention, and standardizing communication via Google Chat for project handoffs. While most objectives were met, persistent errors with passwordless sudo configuration remain an area requiring further discussion and resolution.

Key Architectural Framewor…

(Full transcript and action items recorded in 11 12:21 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 06 13:31 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

On May 6, 2026, Kevin Dockman and Brenn Almario convened to configure Brenn’s tech stack, aiming for environment parity with Kevin’s established thin client infrastructure (TCI). The session focused on setting up a terminal-based interface using WSL, Termius, and OnePassword CLI to enable direct Gemini integration and consistent development across Brenn’s Windows and Mac laptops.

Key accomplishments included the successful installation and configuration of core tools (Termius, OnePassword, WSL), secure management of API credentials and SSH keys via OnePassword, and initial indexing of Gemini against local vault structures and Maestro extensions. Despite significant troubleshooting challenges with environment variables, package installations, and directory access, a functional workflow was established to leverage Gemini for project architecture analysis. The team also established a clear architectural strategy for their thin client setup and decided on a weekly mee… (Full transcript and action items recorded in 06 13:31 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 30 11:28 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

This meeting focused on defining an immediate, low-friction strategy for centralizing Pocket Suite data into a Google Workspace environment, primarily BigQuery, to support client lifecycle management in HubSpot and enable comprehensive reporting.

The core decision is to leverage an existing Google Sheet workflow as a primary handoff point. This “master sheet” will receive weekly data exports from Pocket Suite, bypassing direct database firewall integration challenges. Key data requirements include consistent unique client identifiers (phone numbers, UUIDs) and critical metrics such as income, clients, bookings, and payments.

The team aims to establish BigQuery as the central “single source of truth” for this data, offloading complex calculations from AppScript for scalability. A detailed plan outlining metrics and integration strategy will be documented by Liam Hahn for CTO review before full implementation. This approach is seen as a crucial step towards a more … (Full transcript and action items recorded in 30 11:28 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 28 10:01 CDT - Notes by Gemini

Summary & Flight Plan

Daily Huddle - Apr 28, 2026

1. Executive Summary

The Daily Huddle on April 28, 2026, featuring Brenn Almario and Kevin Dockman, did not contain any discernible professional or technical discussion according to the provided transcript. Automated summary tools were unable to produce an output due to a lack of coherent conversation in a supported language. The transcript primarily consists of fragmented, informal utterances and sounds, indicating that no business objectives, technical topics, or strategic discussions took place.

2. Key Architectural Frameworks or Core Principles

No architectural frameworks, core technical principles, or strategic discussions were identifiable in the provided transcript.

3. Flight Plan Action Items

No action items or assignees were identified in the transcript.

4. Key Structural Sections of Discussion

Given the nature of the transcript, there are no structural sections representing a professional discussion. The entire recorded conten… (Full transcript and action items recorded in 28 10:01 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 27 11:09 CDT - Notes by Gemini

Summary & Flight Plan

Daily Huddle - April 27, 2026

Executive Summary

The daily huddle focused on evaluating website development progress and resolving technical alignment challenges. Key discussions included troubleshooting GitHub to sandbox synchronization issues, establishing a collaborative virtual machine strategy using Google Compute Engine and Termius for a unified development environment, and successfully merging recent feature-based layout updates into the main GitHub repository to ensure codebase currency.

Key Architectural Frameworks & Core Principles

  • Collaborative Virtual Machine (VM) Strategy: Implementing Google Compute Engine to create a shared development environment, ensuring unified access to anti-gravity and Gemini instances that reference the same files, thereby standardizing infrastructure and facilitating team collaboration.
  • Centralized Repository Management (GitHub): Utilizing GitHub for robust version control, incorporating feature-based branching and pull… (Full transcript and action items recorded in 27 11:09 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 27 11:01 CDT - Notes by Gemini

Summary & Flight Plan

Daily Huddle - April 27, 2026

1. Executive Summary

This Daily Huddle, involving Brenn Almario and Kevin Dockman, appears to have experienced significant technical or communication issues. The automated summary indicated insufficient conversation in a supported language, and the provided transcript is exceptionally brief and fragmented, consisting only of a few interjections. No discernible substantive discussion, decisions, or strategic points could be extracted from the recorded content. The meeting’s duration was approximately 7 minutes, but the captured conversation was minimal.

2. Key Architectural Frameworks or Core Principles Discussed

No architectural frameworks, core principles, or technical discussions were discernible from the provided transcript. The content suggests either the meeting did not proceed with a substantive agenda, or the recording/transcription system failed to capture any meaningful dialogue.

3. Flight Plan Action Items

No actionable items, de… (Full transcript and action items recorded in 27 11:01 CDT - Notes by Gemini)

🤝 HubSpot Activities

📧 New Emails

  • [5:30 PM] INCOMING_EMAIL Email: Invitation: Nigel | Kevin @ Fri 2026-07-17 10:00 - 10:30 (CDT) (kevin@waycupcreative.com)

    Nigel | Kevin Friday 2026-07-17 ⋅ 10:00 – 10:30 Central Time - Chicago

    Location https://hubspot.zoom.us/j/94720902972?pwd=WgEp8Hps5Iu9YBoXhSfZ9Oie2wwaIQ.1 https://www.google.com/url?q=https%3A%2F%2Fhubspot.zoom.us%2Fj%2F94720902972%3Fpwd%3DWg…

  • [5:30 PM] INCOMING_EMAIL Email: Kevin Dockman booked a meeting with: Nigel Whitney

    You booked with Nigel Whitney for 30 min on [missing {{startTime}} value]. Create your own meeting booking page on https://www.hubspot.com/e3t/Ctc/41+113/8-04/VVTFTs6dQ2GhW6bQ0xw7-Yq5FW7Kkhd55Q-5PJN6tf6Wz4__KnW5BWr2F6lZ3plW3d1v1B2WPBZ9W8zX3S513lxhZVK…

  • [4:53 PM] INCOMING_EMAIL Email: Re: PocketSuite & The Dog Wizard | Data Reporting Pipeline SOW

    Hi Kevin-

    Exciting News! We’re now ready to activate the weekly data pipeline for The Dog Wizard, fulfilling the SOW. Please review the information below and let me know if you have any follow-up questions. I am out of the office on vacation st…

  • [4:53 PM] EMAIL Email: Re: PocketSuite & The Dog Wizard | Data Reporting Pipeline SOW

    Sounds great, thank you for the update.

    How soon are we able to see the tables, or even just the column headers (row 1), before data is pulled? Before Monday, or not until then?

    If we know the architecture ahead of time, we can scaffold our da…

  • [3:16 PM] INCOMING_EMAIL Email: Invitation: KPI Dashboard Webinar - Pocketsuite Edition @ Tue Jul 28, 2026 3pm - 4pm (CDT) (Kevin Dockman)

    KPI Dashboard Webinar - Pocketsuite Edition Tuesday Jul 28, 2026 ⋅ 3pm – 4pm Central Time - Chicago

    Join with Google Meet https://meet.google.com/hqf-dkbh-oww?hs=224

    Join by phone (US) +1 910-541-4312 PIN: 708561933

    More phone numb…

  • [3:15 PM] INCOMING_EMAIL Email: Invitation: KPI Dashboard Webinar @ Tue Jul 14, 2026 3pm - 4pm (CDT) (Kevin Dockman)

    KPI Dashboard Webinar Tuesday Jul 14, 2026 ⋅ 3pm – 4pm Central Time - Chicago

    Join with Google Meet https://meet.google.com/nqm-mxby-qgo?hs=224

    Join by phone (US) +1 413-398-0487 PIN: 746176588

    More phone numbers https://tel.meet/…

  • [2:39 PM] INCOMING_EMAIL Email: Ali & Kevin - Connect CLG 1:1 Coaching Beta

    Kevin,

    I can make time to connect tomorrow (THUR) between 1-4pm CT, at which point we’ll have the portal side ready for you to test / connect.

    Can you let me know if a 30-min block works in that window?

    Cheers, Ali

    — member(dev) -…

  • [2:04 PM] INCOMING_EMAIL Email: Re:[## 117276 ] WHOIS Data Confirmation for theguildapartments.com

    Hey Allison,

     

    Forwarding over the WHOIS confirmation email for theguildapartments.com.

    This is just to confirm the ownership data is valid for the domain.

     

    If everything in the below email looks correct, no ac…

  • [12:07 PM] INCOMING_EMAIL Email: Re: Acct c-021277 - URGENT: Immediate Resolution Required - Incorrect Invoicing

    Great! An invite has just been sent to you and the team. Please let us know if you have any other questions or concerns prior to the call.

    Best,

    Corey Blatz

    Account Director, Rio SEO

    On Wed, Jul 1, 2026 at 9:57 AM Savanna Tolley < s…

  • [12:07 PM] INCOMING_EMAIL Email: Invitation from an unknown sender: Rio SEO x The Dog Wizard Sync @ Tue Jul 7, 2026 1pm - 1:30pm (CDT) (kevin.dockman@thedogwizard.com)

    This event isn’t in your calendar yet You haven’t interacted with cblatz@qualtrics.com before. Do you want to
    automatically add this and future invitations from them to your calendar? Add to calendar
    https://calendar.google.com/calendar/marks…

  • [11:57 AM] INCOMING_EMAIL Email: Re: Acct c-021277 - URGENT: Immediate Resolution Required - Incorrect Invoicing

    Hey Corey,

    That would be great. Please send the invite!

    Thank you,

    Savanna Tolley Director of Marketing savanna.tolley@thedogwizard.com

    

    This E-mail is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2…

  • [10:20 AM] INCOMING_EMAIL Email: Re: Acct c-021277 - URGENT: Immediate Resolution Required - Incorrect Invoicing

    Hi Savanna,

    Given the details of the points we’ve been discussing, we agree that a brief call is the most efficient way to align on next steps.

    Would you and your team be available for a quick sync at 11:00 AM PST on Tuesday, July 7th? Please…

  • [9:22 AM] INCOMING_EMAIL Email: Re: Acct c-021277 - URGENT: Immediate Resolution Required - Incorrect Invoicing

    Hi Joe, Corey, and Pat,

    Thank you for the response and for sharing those traffic metrics.

    While we agree that the local listing visibility saw positive movement, our technical team’s data shows that the core platform delivery and execution err…

📅 New Meetings

  • [7:27 PM] Meeting: CTOx Peer Progress Group Call

    Peer Progress is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://ctox.zoom.us/j/82531850975

    ⏱️ 75 minutes of clarity, connection, and accountability

    Why this works: Most entrepreneurs are too close to their business to see what’s really holding them back. This call helps you ga…

  • [7:16 PM] Meeting: CTOx Peer Progress Group Call

    Peer Progress is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://ctox.zoom.us/j/82531850975

    ⏱️ 75 minutes of clarity, connection, and accountability

    Why this works: Most entrepreneurs are too close to their business to see what’s really holding them back. This call helps you ga…

  • [5:30 PM] Meeting: Nigel | Kevin

    Nigel Whitney is inviting you to a scheduled Zoom meeting.

    Topic: Nigel | Kevin Time: Jul 17, 2026 11:00 AM Eastern Time (US and Canada) Join Zoom Meeting https://hubspot.zoom.us/j/94720902972?pwd=WgEp8Hps5Iu9YBoXhSfZ9Oie2wwaIQ.1

    Meeting ID: 947 2090 2972 Passcode: 075242

    One tap…

  • [2:38 PM] Meeting: Portal x Hubspot Connection

    Jacklyn’s Zoom Link: https://us02web.zoom.us/j/6014762812

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