TodayWednesday, April 29 at 7:43 PM EST
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Cy
Wednesday, April 29 EST

37 actions on your plate today

8 high-severity · 5 stale active clients · 4 flagged at-risk

North star · target June 8, 2026

$8.6k of $100k MRR

5 paying clients · any client type counts
Days remaining
40
9% to goalNeed $91k more · ~$16k/week$1.2M ARR if hit
Lite-tier MRR$645/mo· 6 subscribers without a workspace
last sync Apr 29, 7:10 PM EST
RB
Robby Berkshire — Industrial Operating Partner Search·[VERIFY] Refresh search state — what's still in flighthigh
Expectedcurrent shortlist count, last enrichment run date, any pending feedbackCost15 min reading existing artifacts
SS
Sammy Shawi — Voice ERP / Viki·Make the conversion askhigh
Expectedclear yes/no on $3K-$5K/mo retainer for booked-call generationCost30 min draft + send
SS
Sammy Shawi — Voice ERP / Viki·Compile a one-page results recaphigh
Expecteda single artifact Sammy can read in 60 seconds that justifies the retainer askCost1 hr
MR
Medspa Recruiter — Prospect List Workstream·Send first outreach wave to Tier 1 agencieshigh
Expected3-5 replies from 13 Tier 1 prospectsCost2 hr drafting + sending
MG
Michael G Attias — Caterzen·Implementation check-in with Michaelhigh
Expectedclarity on which pieces of the handoff playbook he's deployed + where he's stuckCost10 min message + reply
C
CrossCourt·Implementation status with Charleshigh
Expectedwhich of the analysis recommendations are top priority for him; what ad changes have already happenedCost10 min message + reply
TY
Trevor Yasinow — Executive Search Briefs·Ship Castlight PM Lead first batchhigh
Expected15-25 ranked candidates from navigation/APC/health-plan backgroundsCost4-6 hr sourcing
F—
Francesca — Pharmacist Search·Check in on shortlist feedbackhigh
Expectedfeedback on top 5 ranked candidates → decision on whether to push outreach or re-rankCost5 min

Going stale

Flagged at-risk

Portfolio at a glance

Active engagements15
Paying clients5
Total MRR$0
Pending actions37
Total clients tracked20
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