Portfolio/Action queueWednesday, April 29 at 8:58 PM EST
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Action queue · 37 pending

Proposed actions across every client. Sorted by severity. Approve/reject lands in v0.2 — for now, click through to the client and edit queue.md directly.

SS
Sammy Shawi — Voice ERP / Viki·Make the conversion askhighSS-WK17-01
Expectedclear yes/no on $3K-$5K/mo retainer for booked-call generationCost30 min draft + sendChannelchat
SS
Sammy Shawi — Voice ERP / Viki·Compile a one-page results recaphighSS-WK17-02
Expecteda single artifact Sammy can read in 60 seconds that justifies the retainer askCost1 hrChanneldeliverable
JH
Josh Halpern — Halpern Law (Personal Injury)·Add daily briefing failure alerthighJH-WK17-03
Expectedzero missed briefingsCost1 hr setupChannelops
MG
Michael G Attias — Caterzen·Implementation check-in with MichaelhighMA-WK17-01
Expectedclarity on which pieces of the handoff playbook he's deployed + where he's stuckCost10 min message + replyChannelchat / email
B—
Bradley — 1099 Aesthetics Rep Sourcing·[VERIFY] Run next-wave scrape against 34 confirmed 1099-aesthetic targetshighBR-WK17-01
Expected~175-210 IC passersCost~6 hr scraper timeChannelscrape
JS
Jason Segal — GLS (?)·Find original engagement scopehighJS-WK17-01
Expectedlocate proposal / email / call notes / Slack thread defining what "Cynthia AI Agent — GLS" isCost15 min digging Gmail + Slack + DriveChannelresearch
JS
Jason Segal — GLS (?)·Trial check-in with JasonhighJS-WK17-02
Expectedconfirmation of scope + scheduled recurring cadence + clear success criteria for trial conversionCost15 min draft + send (after JS-WK17-01)Channelchat / email
C
CrossCourt·Implementation status with CharleshighCC-WK17-01
Expectedwhich of the analysis recommendations are top priority for him; what ad changes have already happenedCost10 min message + replyChannelchat / email
AR
Alexis Ren — Acting·Pick the entertainment data sourcehighAR-WK17-01
Expectedchosen data source (IMDbPro / Variety Insight / Studio System) for project + decision-maker graphCost2 hr evalChannelresearch
CC
Conscious Counsel — Legal Templates & Consulting (B2B → wellness businesses)·Build anchor cohort from Chad's existing customer listhighCC2-WK17-01
ExpectedICP-validated paying-customer cohort feeding the lookalike engineCost2 hr (depends on list size from Chad)Channeldeliverable
DA
Dane Adelman — Encore Funding (Invoice Factoring)·Confirm ICP scope with DanehighDA-WK17-01
Expectedclear answer on whether to source staffing-only or include the 11 non-staffing verticals from existing-customer listCost5 minChannelchat
DA
Dane Adelman — Encore Funding (Invoice Factoring)·Set up do-not-contact filterhighDA-WK17-03
Expectedzero outbound to existing customersCost30 minChannelops
DM
Drew Musser — KeyBank Multifamily Mortgage Originator·Ship 48-hr lead-pool prototypehighDM-WK17-01
Expectedprove ICP viability, unblock paid pilotCost1 day buildChanneldeliverable
F—
Francesca — Pharmacist Search·Check in on shortlist feedbackhighFR-WK17-01
Expectedfeedback on top 5 ranked candidates → decision on whether to push outreach or re-rankCost5 minChannelchat
JV
Joey Vecchione — Gold Level Talent·Send Joey the top 5 Carvis candidates with framinghighJV-WK17-01
ExpectedJoey decides which to push to Carvis interview roundCost30 min framing the top 5Channeldeliverable
JV
Joey Vecchione — Gold Level Talent·Confirm signed commission agreementhighJV-WK17-02
Expectedsigned v1 returnedCost2 minChannelchat
MR
Medspa Recruiter — Prospect List Workstream·Send first outreach wave to Tier 1 agencieshighMR-WK17-01
Expected3-5 replies from 13 Tier 1 prospectsCost2 hr drafting + sendingChannelcold email
NC
Nick Ceo — C&C Executive Resources·Deliver Forge Racks Quality Engineer shortlisthighNC-WK17-01
Expectedranked shortlist of QE/QM candidates near Connersville IN with welding/steel-fab experienceCost2-4 hrChanneldeliverable
RB
Robby Berkshire — Industrial Operating Partner Search·[VERIFY] Refresh search state — what's still in flighthighRB-WK17-01
Expectedcurrent shortlist count, last enrichment run date, any pending feedbackCost15 min reading existing artifactsChannelops
TY
Trevor Yasinow — Executive Search Briefs·Ship Castlight PM Lead first batchhighTY-WK17-01
Expected15-25 ranked candidates from navigation/APC/health-plan backgroundsCost4-6 hr sourcingChanneldeliverable
WS
Wendy Schoen — Schoen Legal·Send batch 1 share link + walk Wendy through 3 standoutshighWS-WK17-01
Expectedlive reaction → reject/keep feedback that powers batch 2 calibrationCost15 min walkthroughChannelchat
SS
Sammy Shawi — Voice ERP / Viki·[VERIFY] Validate Apollo API key accessmedSS-WK17-03
Expectedworking API key from his Apollo account → unblock outbound enrichmentCost15 min ping + retryChannelops
MG
Michael G Attias — Caterzen·Verify follow-up call happenedmedMA-WK17-02
Expectedyes/no — was there a 2026-04-17/18 follow-up call as planned?Cost2 min checkChannelops
B—
Bradley — 1099 Aesthetics Rep Sourcing·Re-run regen-med B2B decision-maker scrape with updated querymedBR-WK17-02
Expected+30-50 decision makersCost2 hrChannelscrape
C
CrossCourt·Pull current ad metrics for week-2 baselinemedCC-WK17-02
Expectedlive spend / leads / purchases / CPL for the period since 2026-04-16Cost30 minChannelops
AR
Alexis Ren — Acting·Define role-fit filtermedAR-WK17-02
Expectedexplicit genre/role-type/budget-tier/timing filter for "fit projects"Cost30 min with AlexisChannelstrategy
BD
Brett Dubin — PE Recruiting (Operating Partners)·Status check with BrettmedBD-WK17-02
Expectedclarity on which search is closest to a hireCost5 minChannelchat
CC
Conscious Counsel — Legal Templates & Consulting (B2B → wellness businesses)·PDL lookalike search from anchor cohortmedCC2-WK17-02
Expected200-400 lookalike wellness businesses (yoga / pilates / health coach / retreat)Cost1-2 hrChannelresearch
DA
Dane Adelman — Encore Funding (Invoice Factoring)·Run first lookalike search from anchor cohortmedDA-WK17-02
Expected200-400 lookalike companies via PDL company searchCost2 hr setup + runChanneldeliverable
F—
Francesca — Pharmacist Search·Backfill decision-maker contactmedFR-WK17-02
Expectedtitle, firm, comp band, exact role spec captured in READMECost10 min after Francesca confirmsChannelops
LA
Loved Already Club·[VERIFY] Define week-2 launch metrics baselinemedLAC-WK17-01
Expectedsessions / conversion-rate / AOV / orders captured per day from Shopify Admin APICost1 hr cron + Shopify adapterChannelops
LA
Loved Already Club·[VERIFY] First Meta ads campaign launchmedLAC-WK17-02
Expectedpaid traffic to top-converting product collectionsCost$500-1000 test budgetChannelMeta Ads
MR
Medspa Recruiter — Prospect List Workstream·Validate one prospect before bulk sendmedMR-WK17-02
Expectedlive LinkedIn / website confirms agency still exists + recruits in this nicheCost30 min for top-3Channelresearch
NC
Nick Ceo — C&C Executive Resources·[VERIFY] Confirm Connersville radius + on-site requirementmedNC-WK17-02
Expectedhard radius (e.g., 60 mi) and confirmed no-relocation policyCost5 minChannelchat
RB
Robby Berkshire — Industrial Operating Partner Search·[VERIFY] Status ping to RobbymedRB-WK17-02
Expectedconfirmation engagement is activeCost2 minChannelchat
WS
Wendy Schoen — Schoen Legal·Compile batch 2 disrupted-firm narrativemedWS-WK17-02
Expected8 candidates each with a one-line disruption thesisCost1 hrChanneldeliverable
TY
Trevor Yasinow — Executive Search Briefs·[VERIFY] Confirm comp-band gating for sourcinglowTY-WK17-02
Expectedconfirmed $150k-$450k base filter on outboundCost2 minChannelchat