Daily Note - 2026-07-06

🤝 HubSpot Activities

[6:24 PM] INCOMING_EMAIL Email: Accepted: Jessica Colley & Kevin Dockman @ Tue 2026-07-07 10:45 - 11:15 (CDT) (kevin@waycupcreative.com)

Carley Endersbe has accepted this invitation.

Jessica Colley & Kevin Dockman Tuesday 2026-07-07 ⋅ 10:45 – 11:15 Central Time - Chicago

Location https://meet.google.com/ewa-nfqj-cka https://www.google.com/maps/search/https:%2F%2Fmeet.google…
[5:15 PM] INCOMING_EMAIL Email: Re: CLG Portal / Hubspot - 1:1 Coaching Beta Release

Kevin, you’ve been tagged a few times on the Google Doc <https://cHcH504.na1.hs-sales-engage.com/Ctc/I5+23284/cHcH504/JlY2-6qcW95jsWP6lZ3pvW4bVqqT31qk9tW99KkWm6xnVYHW8SdTjd4TnT8cW5W6M583WpPyGW25k4Fv4pTLsWW3C2ngg7TBSVVW63-7_t2ZfqqqW6M1Gkf8xxCG0W2zmmQ…

[9:37 AM] EMAIL Email: Re: CLG Portal / Hubspot - 1:1 Coaching Beta Release

Sounds great, will do!

@Emilie Jones let me know about the Individual Coaching email set. If they’re already set up in the portal, live or dev, great. Otherwise point me to the right GDoc bc I can’t find them in the ones I…
[9:37 AM] INCOMING_EMAIL Email: Re: CLG Portal / Hubspot - 1:1 Coaching Beta Release

Team,

The 1:1 Coaching features have been deployed to production. Now we are on stand-bye for status updates from Kevin, including:

1. Hubspot Learning Paths created This includes 1 LP created for each Beta coach/client pair. I do not cu…
[8:19 AM] INCOMING_EMAIL Email: Re: CLG Portal / Hubspot - 1:1 Coaching Beta Release

Kevin,

Good morning! FYI - I am starting the deployment shortly, which will take an hour or so. I will reply back when all the code and udpates are pushed.

That said, I did not see an update from you on the Hubspot workflows. Are these act…
[4:15 AM] INCOMING_EMAIL Email: W-9 requested: finalize your profile and keep payments on track

Hi,

We’re required to keep a valid Form W-9 on file. Until it’s provided, your vendor profile remains incomplete, which may impact compliance on our end.

To prevent any potential slowdowns in invoice processing and payment scheduli…

[11:39 AM] Meeting: *Kevin & Jacklyn Weekly *

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