Tasks — Assistant

Review the updated API request form and provide approval or requested changes to Kara. high

Speaker A call

Provision the approved API access credentials for production (since sandbox is not required). high

Speaker B call

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

Update and re-send the corrected payroll summary report, fixing the negative accrual and clarifying the inclusion of employee taxes. high

Lottie Tai call

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

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

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

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

Maria to send the work example to Nicole (recruiter/contact) for forwarding to Speaker A. high

Maria call

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

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

Set up a meeting with investment bank ADC (Juliette) to present the refined model and strategy for the HPP deal. high

Mik call

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

Investigate feasibility and build a scraper bot to collect film permit data for lead generation in key LA areas. high

JD Busfield call

Develop and propose a formal sales pipeline management strategy/framework for the team to adopt. high

James Adcock call

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

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

Confirm that the 'creation date' field exists in the master raw data file. high

Devin Stokes call

Send over the financial model and presentation materials shared during the call for HPP team review. high

JD Bs / Avon Team call

Follow up via email with detailed questions reconciling lease schedules, payroll details, and debt overview (investor lines of credit). high

Ste call

Schedule a follow-up meeting to discuss valuation methodology, ownership percentages, and the summary term sheet framework. high

Ste call

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

Obtain and review the union white paper (Commercial Services Union agreement) to understand assignment/contribution requirements and potential liabilities. high

call

Create a straw man/structure document by feeding the discussed deal mechanics and provided information into a model or template. high

JAMES call

Verify the final structure with tax advisory to ensure it supports a tax-free reorganization under Section 721. high

call

Determine the final treatment (preferred or common equity) of HPP's membership interest in DropCo based on the culmination of parties' negotiations. high

call

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

Follow up with George Sack to finalize account setup for *Mr. & Mrs. Smith* and *Fallout* to secure vehicle rentals. high

Julie Lawson call

Send email to Stephanie with the finalized operational data responses (headcount, leases, org chart, softened debt overview). high

JD Busfi call

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

Distill the equity negotiation strategy and structural proposal into bullet points and a draft term sheet for Coyote. high

JD B call

Prepare the requested deliverables for Coyote (lease schedule, headcount, insurance breakdown, etc.) as discussed. high

JD B call

Finalize alignment between Brent and Matt on the market study scope and kickoff. high

Brent and Matt call

Formally communicate project kickoff and approach to Sherry to keep her involved/aware. high

Brent call

JD's team to begin the market study, starting with external industry research and sourcing for interviews. high

JD call

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

Schedule and launch the first twice-weekly VS sales accountability call (target Monday & Thursday). high

J call

Prepare cash flow forecast and January financials for the upcoming bank call. high

J call

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

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

Set up CardConnect/CardPointe integration for Versatile location to enable unified payment workflow high

Speaker A call

Configure user access permissions in both RentalWorks and QuickBooks for all team members who will be processing invoices and payments high

Speaker C call

Transition Avon warehouses from current payment recording method to new RentalWorks workflow with CardConnect processing high

Speaker A call

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

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

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

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

Send finalized Verity Group research proposal including scope, methodology, timeline, deliverables, and $25K pricing to client in new email thread high

Speaker B call

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

Conduct Verity Group research including industry sizing, competitive analysis, life care planner interviews, demand drivers, and regulatory landscape analysis high

Speaker B call