Daily Note - 2026-07-22

📅 Today’s Schedule (Auto-Ingested)

No events scheduled for today.

🤝 HubSpot Activities

📧 New Emails

• [5:11 PM] EMAIL Email: Re: Corrected payments data uploaded, please wipe and reload

  Confirmed! Thanks for your attention to detail on this. Much appreciated.

  Kevin Dockman

  On Wed, Jul 22, 2026, 13:33 Liam Hahn wrote:

  Hey Kevin,

  Quick heads up: we found and fixed a data quality issue on our side…

• [4:12 PM] INCOMING_EMAIL Email: Re: Quick Clarity on CLG 1:1 Coaching Learning Paths

  Hey Ali, All of the recent Individual Coaching learning paths / programs in the portal were created through the webhook workflow Kevin set up, specifically when the pipeline stage switched to “Scheduled” from the HubSpot Learning Path. Hope that…

• [3:54 PM] INCOMING_EMAIL Email: Historical Pipeline Pulls

  Hey Kevin,

  Historical dataset is ready. Shared folder here: https://drive.google.com/drive/folders/1CMlNHKNvkKyvqR0HJlm6zbD8fOH0GZED?usp=drive_link

  Two CSVs inside:

  TDW_prenov_clients.csv (182,776 rows)

  • Client records spanning Jul…

• [3:11 PM] INCOMING_EMAIL Email: Re: (Kevin / Ashley Intro) + Instructions for Connecting PocketSuite to Google Ads

  Hey Kevin, in short, yes! You can absolutely use these lists, and moving your pipeline to Google Ads Data Manager (GADM) is actually highly recommended over Zapier for this scale.

  Because your data is already centralized in BigQuery or a master …

• [1:34 PM] INCOMING_EMAIL Email: Quick Clarity on CLG 1:1 Coaching Learning Paths

  Emilie & Kevin,

  Hi there. Can I get a quick summary update of HOW the recent 1:1 Coaching Learning Paths have been created in the portal going back to July 8th?

  I’m most curious about:

  1. Have they been automatically created via the webhoo…

• [1:33 PM] INCOMING_EMAIL Email: Corrected payments data uploaded, please wipe and reload

  Hey Kevin,

  Quick heads up: we found and fixed a data quality issue on our side that was affecting the payments dataset in the master file. Clients and non-revenue metrics were not affected.

  What to do: wipe your BigQuery payments table AND …

• [12:20 PM] EMAIL Email: Re: (Kevin / Ashley Intro) + Instructions for Connecting PocketSuite to Google Ads

  Got it, Ashley! Thanks for the info.

  We now have a Google Sheet synced with a BigQuery datasets for pocketsuite.customers and pocketsuite.payments. The data is updated weekly, and at the moment goes back as far as 11/2026. The previous ~10 years…

📅 New Meetings

• [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…

📧 New Emails

• [10:20 AM] INCOMING_EMAIL Email: Fwd: 🗓 KPI Dashboard Webinar on July 14, 2026 @ 3:00 PM | Read Meeting Report

  Kevin, I am not sure where you or I dropped the ball on the metal and meeting followup with Liberty, but can you respond today. Thanks.

  Grant Reeves CEO Main: 877-585-9727 grant.reeves@thedogwizard.com

  

  This E-mail is covered by th…

• [8:45 AM] INCOMING_EMAIL Email: Fwd: 21 DAY OVERDUE INVOICE: Beau Graves

  Hi Kevin,

  The invoice notification below indicates the invoice due 7/15 is 21 days overdue, though it’s only 6 days overdue. Can you please investigate?

  Thanks! Carley

  ---------- Forwarded message --------- From: HubSpot <noreply@notifica…

• [8:38 AM] INCOMING_EMAIL Email: Your Roosevelt Coffee Roasters renewal order from July 21, 2026 is complete

• [8:38 AM] INCOMING_EMAIL Email: A note has been added to your order from Roosevelt Coffee Roasters

• [7:53 AM] INCOMING_EMAIL Email: Re: TDW Old Domain Redirect Problem

  Thank you.

  Have a lovely day!

  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 is legally privileged. This is a transm…

• [7:32 AM] INCOMING_EMAIL Email: Re: TDW Old Domain Redirect Problem

  On Wed, Jul 22, 2026 at 8:24 AM, Maria Yordanova wrote:

  Hi Kevin and Cody,

  Thank you for the actions taken. Could you please also exclude:

  https://thedogwizard.com/locations/ https://thedogwizard.com/…

• [7:25 AM] INCOMING_EMAIL Email: Re: TDW Old Domain Redirect Problem

  Hi Kevin and Cody,

  Thank you for the actions taken. Could you please also exclude:

  https://thedogwizard.com/locations/ https://thedogwizard.com/locations/ca/ https://thedogwizard.com/locations/ca/on/ https://thedogwizard.com/locations/us/ …

• [5:24 AM] INCOMING_EMAIL Email: Re: WF9 (Lead Assignment & SLA Kickback) — Build Complete, Need Your Input

  Hi Kevin,

  Thanks for the answers. A couple of follow-ups:

  On business hours (point 1): No problem running this per-rep rather than account-wide. To build that in, I’ll need each rep’s actual working hours and their timezone individually (e…