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Daily Note - 2026-07-14

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6 min read

Daily Note - 2026-07-14

📅 Today’s Schedule (Auto-Ingested)

No events scheduled for today.

🤝 HubSpot Activities

📧 New Emails

  • [4:03 PM] INCOMING_EMAIL Email: Re: Kevin & Jacklyn Weekly

    Hey Kevin,

    4pm works for me. Looks like @Emilie Jones updated it and you accepted the invite.

    Best,

    On Tue, Jul 14, 2026 at 11:43 AM Kevin Dockman wrote:

    Hi Jacklyn,

    Can we bump o…

  • [3:44 PM] INCOMING_EMAIL Email: Updated invitation: Kevin & Jacklyn Weekly @ Tue 2026-08-18 13:00 - 13:30 (CDT) (kevin@waycupcreative.com)

    This event has been updated Changed: time

    Kevin & Jacklyn Weekly Tuesday 2026-08-18 ⋅ 13:00 – 13:30 Central Time - Chicago

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

    Organizer Jacklyn Henley jacklyn@conscious.is

    G…

  • [2:44 PM] INCOMING_EMAIL Email: RE: [External] Submission of Schedule REG-1-O - WayCup Creative, LLC (FEIN: 81 3857864)

    You are clicking on the Register link. Look for the username and password box, then click the Sign Up link.

    Rachel Walker Central Registration (217)785-3707

    From: Kevin Dockman Sent: Tuesday, July 14, 2026 11:40 …

đź“… New Meetings

📧 New Emails

  • [11:51 AM] EMAIL Email: Re: Kevin & Jacklyn Weekly

    Thank you!

    Kevin Dockman

    On Tue, Jul 14, 2026, 11:47 Emilie Jones wrote:

    Updated the invite to 4pm CDT.

    On Tue, Jul 14, 2026 at 10:43 AM Kevin Dockman wrote:

    Hi Jacklyn,

…

  • [11:48 AM] INCOMING_EMAIL Email: Re: Kevin & Jacklyn Weekly

    Updated the invite to 4pm CDT.

    On Tue, Jul 14, 2026 at 10:43 AM Kevin Dockman wrote:

    Hi Jacklyn,

    Can we bump our weekly back by 30 minutes? Need to co-host a webinar at 3pm CDT. Can 4pm CDT, or later, work…

  • [11:47 AM] EMAIL Email: Re: Kevin & Jacklyn Weekly

    Hi Jacklyn,

    Can we bump our weekly back by 30 minutes? Need to co-host a webinar at 3pm CDT. Can 4pm CDT, or later, work for you?

    Kevin Dockman

  • [11:47 AM] INCOMING_EMAIL Email: Updated invitation: Kevin & Jacklyn Weekly @ Tue 2026-07-14 16:00 - 16:30 (CDT) (kevin@waycupcreative.com)

    This event has been updated Changed: time

    Kevin & Jacklyn Weekly Tuesday 2026-07-14 ⋅ 16:00 – 16:30 Central Time - Chicago

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

    Organizer Jacklyn Henley jacklyn@conscious.is

    G…

  • [11:40 AM] EMAIL Email: Re: [External] Submission of Schedule REG-1-O - WayCup Creative, LLC (FEIN: 81 3857864)

    I’ve tried, but it keeps telling me that my FEIN already has an account, so I’m unable to sign in.

    I’ve also tried to reset the password, or find the username, for “waycupcreative,” but no luck.

    Any advice?

    Kevin Dockman WayCup Creative …

  • [11:38 AM] EMAIL Email: Re: [External] Submission of Schedule REG-1-O - WayCup Creative, LLC (FEIN: 81 3857864)

    That’s great!

    Can I now log in to mytax.illinois.gov?

    Kevin Dockman

    On Tue, Jul 14, 2026, 09:04 REV.CRD wrote:

    We have processed your REG-1-O.

    Rachel Walker

    Central Registration

    (217)785-37…

  • [11:30 AM] INCOMING_EMAIL Email: RE: [External] Submission of Schedule REG-1-O - WayCup Creative, LLC (FEIN: 81 3857864)

    You now have to sign up for a username and password on MyTax.Illinois.gov.

    Rachel Walker Central Registration (217)785-3707

    From: Kevin Dockman Sent: Tuesday, July 14, 2026 10:22 AM To: REV.CRD <REV.CRD@Illinois.g…

  • [9:04 AM] INCOMING_EMAIL Email: RE: [External] Submission of Schedule REG-1-O - WayCup Creative, LLC (FEIN: 81 3857864)

    We have processed your REG-1-O.

    Rachel Walker Central Registration (217)785-3707

    From: Kevin Dockman Sent: Monday, July 13, 2026 5:11 PM To: REV.CRD Subject: [External] Submission of Schedu…

  • [8:21 AM] INCOMING_EMAIL Email: Re: TDW Old Domain Redirect Problem

    Thank you, Kevin.

    This will be very helpful.

    Kind regards, Eav

    Eva Dimitrova Marketing Account Manager maria.yordanova@thedogwizard.com

    This E-mail is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521 and i…

  • [8:21 AM] EMAIL Email: Re: TDW Old Domain Redirect Problem

    I just added the gmb@localfame.com account to the TDW Cloudflare account for all domains to be able to manage Page Rules and Zone settings as needed.

    These were set up a long long time ago, when each of these domains had their own website. Each …

  • [8:06 AM] INCOMING_EMAIL Email: Re: TDW Old Domain Redirect Problem

    Thanks Kevin!!!

    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. 2510-2521 and is legally privileged. This is a tr…

  • [7:09 AM] INCOMING_EMAIL Email: TDW Old Domain Redirect Problem

    Hi Savanna,

    Our team found out that there are a few domain names which either redirect to an error or don’t redirect at all:

    https://raleighdogwizard.com https://greensborodogwizard.com https://fortcollinsdogwizard.com https://jacksonvilled…

đź“… New Meetings

📧 New Emails

  • [4:16 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…

🎙️ GDrive Ingested: 07 10:48 CDT - Notes by Gemini

Summary & Flight Plan

Executive Summary

The meeting on July 7, 2026, focused on resolving critical synchronization conflicts between HubSpot and QuickBooks to finalize June’s financial records. Key issues included duplicate customer records and erroneous payment entries causing invoices to appear incorrectly paid in HubSpot. Participants successfully consolidated duplicate company and contact records in QuickBooks (e.g., Jeff Kramer, Grecian Delights) and removed invalid payment entries from HubSpot that lacked corresponding QuickBooks records. The team confirmed QuickBooks Online as the primary book of record and outlined a future strategy for data reconciliation, including establishing a “look-back” date for data cleanup and defining clear sync parameters. Weekly HubSpot meetings will continue as standard check-ins, with dedicated breakout sessions for specialized financial topics.

Architectural Frameworks & Core Principles

  • Primary Book of Record: QuickBooks Online is established as the pri… (Full transcript and action items recorded in 07 10:48 CDT - Notes by Gemini)

🎙️ GDrive Ingested: 06 13:56 CDT - Notes by Gemini

Summary & Flight Plan

## Executive Summary
 
The meeting focused on the strategic initiative to automate the commission and revenue allocation process, moving away from manual spreadsheets to an integrated HubSpot system. Key discussions revolved around current challenges with data integrity (e.g., HubSpot close date manual overrides), the existing half-month revenue recognition logic, and complexities in multi-invoice deal management. A critical decision was made to transition to a more accurate per-day allocation methodology for revenue and commission, necessitating a one-time "true-up" adjustment. The team outlined a future system architecture utilizing new 'Contract,' 'Earnings,' and 'Payout' objects in HubSpot, emphasizing flexibility to allow manual overrides while maintaining automation benefits. A project timeline was set for scenario collection (1 week) and development/testing (30 days starting mid-August).
 
## Key Architectural Frameworks & Core Principles
 
*   **Data Model Enhancement:...
*(Full transcript and action items recorded in [[06 13:56 CDT - Notes by Gemini]])*

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