Tasks
267 tasks
All
Open
Done
High
Medium
Low
Review the updated API request form and provide approval or requested changes to Kara.
high
Speaker A
call
Track
Provision the approved API access credentials for production (since sandbox is not required).
high
Speaker B
call
Track
Correct the two miscoded ticket resale deposits (March 2nd and Dec 20th) via journal entry and ensure they appear in the ticket sales account.
high
Lottie Tai
call
Track
Update and re-send the corrected payroll summary report, fixing the negative accrual and clarifying the inclusion of employee taxes.
high
Lottie Tai
call
Track
Build a financial model incorporating the multi-pronged growth strategy (sales channel shift, live events, competitor exit, national expansion) to demonstrate a path to a $25M+ valuation.
high
JD Busfiled
call
Track
Attempt to obtain ("jailbreak") the AICP member directory data to populate the sales pipeline with heads of production and their contact information.
high
Speaker A (Sean)
call
Track
Update the shared sales tracker spreadsheet with the agreed-upon pipeline stages (e.g., Not Contacted, Initial Outreach, Engaged, Negotiating, Closed Won/Lost) and probability of close.
high
Speaker B (Mike)
call
Track
Maria to share an example of her previous work on recalculating fixed asset depreciation (GAAP vs. tax) and asset reconciliation, after removing sensitive information.
high
Maria
call
Track
Maria to send the work example to Nicole (recruiter/contact) for forwarding to Speaker A.
high
Maria
call
Track
Refine the financial model (Pro Forma 2026+) to scrub out unneeded leases, add savings from asset dispositions, and show a clearer path to profitability.
high
James Adcock & JD
call
Track
Build scenario analysis and talking points outlining potential upside from future bolt-ons (e.g., with CES) to make the investment case more attractive.
high
James Adcock
call
Track
Set up a meeting with investment bank ADC (Juliette) to present the refined model and strategy for the HPP deal.
high
Mik
call
Track
Revise invoice for rebate 416 to correct the truck rebate calculation and remove the Wi-Fi cost from the rebate calculation.
high
Sean French
call
Track
Investigate feasibility and build a scraper bot to collect film permit data for lead generation in key LA areas.
high
JD Busfield
call
Track
Develop and propose a formal sales pipeline management strategy/framework for the team to adopt.
high
James Adcock
call
Track
Schedule and hold a deep-dive meeting to review the specific problematic clauses in the AICP rental agreement.
high
James Adcock and Sean French
call
Track
Modify the data query/process to send the full raw quote data file (with creation date and all versions) via scheduled email every 10 minutes.
high
Devin Stokes
call
Track
Confirm that the 'creation date' field exists in the master raw data file.
high
Devin Stokes
call
Track
Send over the financial model and presentation materials shared during the call for HPP team review.
high
JD Bs / Avon Team
call
Track
Follow up via email with detailed questions reconciling lease schedules, payroll details, and debt overview (investor lines of credit).
high
Ste
call
Track
Schedule a follow-up meeting to discuss valuation methodology, ownership percentages, and the summary term sheet framework.
high
Ste
call
Track
Finalize and prepare to present the summary dashboard showing the proposed merger structure, combined entity org chart, and projected cost savings ($15M personnel, $800K-$1.2M insurance).
high
Speaker B
call
Track
Obtain and review the union white paper (Commercial Services Union agreement) to understand assignment/contribution requirements and potential liabilities.
high
call
Track
Create a straw man/structure document by feeding the discussed deal mechanics and provided information into a model or template.
high
JAMES
call
Track
Verify the final structure with tax advisory to ensure it supports a tax-free reorganization under Section 721.
high
call
Track
Determine the final treatment (preferred or common equity) of HPP's membership interest in DropCo based on the culmination of parties' negotiations.
high
call
Track
Hold meeting on Monday to address the rigid 2-hour vehicle prep rule that caused a lost rental, and establish guidelines for exceptions.
high
Julie Lawson, Garret Blutter, Richard
call
Track
Follow up with George Sack to finalize account setup for *Mr. & Mrs. Smith* and *Fallout* to secure vehicle rentals.
high
Julie Lawson
call
Track
Send email to Stephanie with the finalized operational data responses (headcount, leases, org chart, softened debt overview).
high
JD Busfi
call
Track
Revise the term sheet draft to remove the capital partner component and refine governance/valuation language for tomorrow's call.
high
JD Busfi and james
call
Track
Distill the equity negotiation strategy and structural proposal into bullet points and a draft term sheet for Coyote.
high
JD B
call
Track
Prepare the requested deliverables for Coyote (lease schedule, headcount, insurance breakdown, etc.) as discussed.
high
JD B
call
Track
Finalize alignment between Brent and Matt on the market study scope and kickoff.
high
Brent and Matt
call
Track
Formally communicate project kickoff and approach to Sherry to keep her involved/aware.
high
Brent
call
Track
JD's team to begin the market study, starting with external industry research and sourcing for interviews.
high
JD
call
Track
Scope out the website enhancement project (removing pricing, adding photo assets, integrating storefront) and determine if it can be done internally or requires external quotes.
high
Jamesw
call
Track
Schedule and launch the first twice-weekly VS sales accountability call (target Monday & Thursday).
high
J
call
Track
Prepare cash flow forecast and January financials for the upcoming bank call.
high
J
call
Track
Create a custom payment type in RentalWorks (e.g., 'credit card outside of RentalWorks') to properly record payments processed through external gateways like Pelson.
high
call
Track
Investigate and resolve the synchronization conflict that occurs when an invoice is marked paid in QuickBooks but the payment is recorded with a non-standard payment type in RentalWorks.
high
call
Track
Set up CardConnect/CardPointe integration for Versatile location to enable unified payment workflow
high
Speaker A
call
Track
Configure user access permissions in both RentalWorks and QuickBooks for all team members who will be processing invoices and payments
high
Speaker C
call
Track
Transition Avon warehouses from current payment recording method to new RentalWorks workflow with CardConnect processing
high
Speaker A
call
Track
Send email to Sean repositioning his role with primary duty as sales and optional operations participation, then follow up next week with conversation to establish boundaries and accountability expectations
high
Speaker A (Richard)
call
Track
Implement daily taskmaster accountability system for Sean including call logs, contact tracking, and consistent follow-up on all sales deliverables and promised tasks
high
Speaker A (Richard)
call
Track
Provide Richard with comprehensive list of Sean's sales tasks, objectives, deadlines, and promised deliverables (including commercial production) from sales meetings for tracking purposes
high
Speaker B
call
Track
Establish dedicated sales operations resource (potentially through Katie) to handle quote generation and prevent Sean from independently creating problematic deals with clients
high
Speaker B / Katie
call
Track
Send finalized Verity Group research proposal including scope, methodology, timeline, deliverables, and $25K pricing to client in new email thread
high
Speaker B
call
Track
Coordinate with Richard, Katie, and attorney Jeff Bohr to aggressively pursue recovery of stolen Tahoe from body shop demanding $8,600
high
Speaker C (Julie)
call
Track
Conduct Verity Group research including industry sizing, competitive analysis, life care planner interviews, demand drivers, and regulatory landscape analysis
high
Speaker B
call
Track
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