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Where We Left Off

Last edited 235 days ago by Cesar Rodriguez

We’ll be using this to track temporary changes you make to existing processes, any tasks for when we return, and any updates for the team/yourself. Let’s stay organized, stay stress-free, and return from hiatus with ease!

Soundtrack:

Carol of the CatsArtists: iAmMoshow • Album: Carol of the Cats open.spotify.com

⁠

Sales

Mingle

⁠

@kyle pendergast⁠

will need to add himself to April’s

Round Robin Demo⁠

link and remove April and Sharon by clicking the “Team Members” tab

⁠

@Cesar Rodriguez⁠

will need to ensure that any Mingle emails that go out or any link that goes to booking a demo goes to the link above

Experiences

Creators working on 5 experiences each and they will be done by the time we are back

Retreats

⁠

@Katie Bifano⁠

to take on Retreat sales calls while we’re out

⁠

@Sharon Cao⁠

updated Retreat Planning Form meeting auto-email meeting link to just have Katie Bifano on it

⁠

@Sharon Cao⁠

created

HoRO Responsibilities Doc⁠

for

@Angela Gonzaga⁠

to track during the time that we’re away

Marketing

⁠

@kyle pendergast⁠

to switch on the

Apollo sequence HERE⁠

: [KYLE] Mingle: Human Resources [20-100] AFTER he’s added himself to April’s

Round Robin Demo⁠

link and removed April and Sharon by clicking the “Team Members” tab.

⁠

@Cesar Rodriguez⁠

to remove Kyle and add Sharon back to the Mingle demo calendar Jan 16

⁠

@April Johnson⁠

to update the pricing page on the website

⁠

@April Johnson⁠

, could you verify our Instagram page? If you go on the mobile app it should give you the option to do so and verify your number in file. Also, you can check out updating your LinkedIn account to a creators account.

⁠

@April Johnson⁠

, could you add criteria for identifying investors from Twitter (examples: last time they posted, have to have a profile photo and a website, etc.)

⁠

@April Johnson⁠

, could someone follow up to this person below in early January?

chris.harrison@thetradedesk.com⁠

they’re a big company

⁠

Product

⁠

@Jacob Jackson⁠

prepared a

product pass-off doc⁠

for

@kyle pendergast⁠

⁠

@April Johnson⁠

set up a pass-off meeting with Kyle on Monday, Dec. 18

Asana is fully up-to-date with what is in the works and upcoming, the priority of focuses:

V1 - Billing/Paywall

Let

@Sharon Cao⁠

know via email when this is ready to Staging so she can build a Product Tour

V2 - Updated Onboarding Flow

Any other bugs

Zoom/Slack Approval Security Tasks

Auto-add events to Mingle Schedule

Any other one off tasks in Ready for Dev

Operations

Coda

⁠

@Elizabeth Marr⁠

and

@Sharon Cao⁠

are working on moving ALL of our existing Notion and Asana into Coda.

Sharon has submitted the docs for the True VC credit of $1k, they are backed up so hopefully will hear back soon

Once credit is in account, will upgrade to the full version

Will need to change permissions on certain folders and also integrate packs once we can upgrade our account

Notion and Asana will be canceled at the end of January (unless we need to do additional exports / there are gaps that Coda is not filling)

Fundraising

See fundraising warm outreach list

HERE⁠

which lists funds we requested warm intros to from existing investors

Most promising conversations are summarized as follows:

CAV Angels

Black Formation Investments

Finsight VC

Sixty 8 Capital

All potential investors know that April is going on maternity leave and are not expecting to continue diligence until April is back in mid January. For a summary of the OOO investor strategy, please see

HERE⁠

Other

Virtual Events

One last event on 12/19-

@Elizabeth Marr⁠

will be available on stand-by that day in case anything is needed. All kits are delivered, host is prepared with activations, final logistics email will be sent to client before logging off Friday

Accounting

⁠

@Elizabeth Marr⁠

has updated reconciliation sheet and it is up to date as of 12/15 - Outschool Engineering is the only retreat that might need anything paid for during the break, all should be fine to be paid via Brex (their full payment has been deposited into the account), any charges during the time will be documented once back.

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