Tasks
130 tasks
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Circle back with candidate at top of next week with updated scope and next steps
high
James
2024-01-22
call
Track
Prepare for and lead the call with Brent to clarify project scope and align on deliverables.
high
james
2024-03-07
call
Track
Complete inventory update and barcoding in RentalWorks with a firm deadline of next Friday.
high
2024-03-22
call
Track
Schedule an in-person RentalWorks training session for warehouse/production supply staff, ideally for a day Mike is present (targeting next Tuesday-Thursday).
high
Speaker C (Katie)
2024-03-28
call
Track
Develop defensible bullet points and a narrative deck outlining the 'strategy of a thousand lifeboats' for presentation to Michael by the end of the week.
high
James Ad
2024-12-06
call
Track
Text Speaker A tomorrow morning at the baby's first feed (anytime from 4:30 AM their time) to begin the day's coaching.
high
Speaker B
2024-12-12
call
Track
Mike to attend the pre-scheduled HR meeting on Monday to discuss Mondo's Performance Improvement Plan (PIP).
high
Speaker A (Mike)
2025-01-20
call
Track
Prepare and send scope of work document with cost structure and timeline estimate
high
James Adcock
2025-01-27
call
Track
Complete Avon month-end close including AR deferral accrual for Bruce's house
high
LOTTIE
2025-01-30
call
Track
Refresh the status of all deals in the 'Negotiating' column of the sales tracker and define next steps for 'Target Priorities'.
high
Mike Dos
2025-02-27
call
Track
Prepare questions for the call with the outsourced accounting firm (Crew) regarding daily tasks and the month-end close process.
high
Speaker A
2025-03-19
call
Track
Send the 5-ton chassis quote and specs to Richard and Faustino for approval to proceed with purchase.
high
Speaker A (Julie)
call
Track
Investigate and resolve the recurring $620/$650 'Virtual Projects' charges on the HSS bank account, potentially by closing the account.
high
Speaker C (Garrett)
call
Track
Follow the detailed nap/bedtime routine: check diaper, put on sleep suit, turn on sound machine, turn off lights, sway at crib for 15-30 seconds, and place baby down awake.
high
Speaker B & C
call
Track
Text Speaker A 5 minutes before each scheduled nap and immediately after laying the baby down, and send video from the monitor if requested.
high
Speaker B
call
Track
Avoid intervening during naps for at least 45 minutes unless specifically directed by Speaker A, to allow the baby time to self-soothe.
high
Speaker B & C
call
Track
Provide specific formatting requirements for the warehouse dashboard cards (what info to show/emphasize) and clarify the default 'location' field logic (preload/will call/delivery).
high
Speaker A
call
Track
Add JD's email to the rentals@ distribution list to begin building the inbound email funnel for the dashboard.
high
Speaker A
call
Track
Investigate and resolve outstanding, unbilled invoices (e.g., from January) and ensure Michelle is included in the upcoming billing/collections meeting.
high
Speaker B
call
Track
Investigate and explain the unusual positive balance in the CARS Plus AR account (1254) and provide necessary adjustments.
high
Speaker B (JD) & Speaker C (Lottie)
call
Track
Provide all executed documentation for the 2025 debt restructuring with First Source, including the new Note B and updated agreements for NC&T and Two-Family.
high
Speaker B (JD)
call
Track
Await and review feedback from Hudson on the 90/10 acquisition framework and commercial terms.
high
Speaker B
call
Track
Finalize the transition from the old accounting team to the new, lower-cost team to realize the planned $15-20K monthly savings.
high
Speaker C
call
Track
Provide Veronica with access to the separate month-end checklists/folders for HDR and VersaTal companies.
high
Speaker B (Lottie)
call
Track
Grant Veronica admin access to the bill.com instance.
high
Speaker C (JD)
call
Track
JD to provide Veronica with bank account logins for the relevant companies.
high
Speaker C (JD)
call
Track
Review the month-end checklist and related files in the shared Google Drive to understand the current close process and identify potential improvements.
high
Speaker A
call
Track
Provide Speaker A with access to Bill.com, relevant email aliases, and bank accounts.
high
Speaker B
call
Track
Obtain and review the full lease files for the Balboa property (Studio Services building and LADWP land) to understand exact terms and risks.
high
Speaker A / Team
call
Track
Draft a term sheet or LOI for the proposed deal with Hudson, incorporating the lease strategy and equity split framework.
high
Speaker A
call
Track
Run an analysis for each site showing market comparables and confidence intervals for subleasing timing and rent.
high
Speaker A
call
Track
Finalize and post the CSR job description under the Versatile brand at $25/hour.
high
Speaker A (Mike) / Speaker C (Katie)
call
Track
Recast proposed personnel structure for SuperCo into the target company's format (comparing 26 vs. 8 headcount in fleet ops) to justify payroll savings.
high
Rich
call
Track
Define the minimum viable operational footprint for SuperCo (locations, functions) and model the associated real estate cost savings from lease consolidation.
high
JD
call
Track
Share a breakdown of 'other fixed expenses' and CapEx history/forecast (2022-2025), separating capitalized overhead from materials/labor, to align accounting methodologies and assess realistic future spend.
high
sean & ste
call
Track
Provide a unit-level asset list (trucks, trailers) to explore options for disposition to pay down debt and improve the capital structure.
high
jd & J
call
Track
Analyze the leased property footprint to define which properties are essential for NewCo Day 1 versus those that can be negotiated out of or consolidated (e.g., Cahuenga, Atlanta, Stage 5).
high
jd & ste
call
Track
Richard to send a follow-up email formalizing the decision for him and Ronald to step back from operations.
high
Speaker B (Richard)
call
Track
Send the crafted response to the counterparty regarding the need for asset values or a fleet list for valuation.
high
Speaker B
call
Track
Compile and send a consolidated list of inventory needs (items & quantities) for both Versatile and HDR, including items to be disposed of.
high
Sean
call
Track
Add Bright Drop vehicles to the rental insurance policy to enable future short-term rentals.
high
JD Bsufield
call
Track
Recruit and train an additional dedicated CSR for Versatile to increase quote-building capacity.
high
Sean
call
Track
Send the updated cash flow forecast and most recent AR aging report to Christy for analysis.
high
Speaker B (JD)
call
Track
Follow up on the Larry Levinson Productions quote for a 6-month Western shoot in Simi Valley and confirm the booking.
high
Julie
call
Track
Provide Collective Bargaining Agreements (CBAs) and detailed cost takeout/synergy analysis to bolster the deal's operational credibility.
high
Sean
call
Track
Finalize and share a proposed sales org structure and headcount plan for the combined entity.
high
Sean
call
Track
Provide a detailed asset list and carrying values for the contributed businesses.
high
Sean
call
Track
Formally engage ADC and determine any conflict issues, aiming to secure their advisory role.
high
James Adcock
call
Track
Follow up with Jeff (TPA) for the loss run by 2 PM today if no response.
high
Speaker E
call
Track
Send JD the existing API request form and an updated version reflecting the discussed endpoint changes (removing Pantry/Punch Import, suggesting batch options).
high
Speaker B
call
Track
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