Demo workspace with fictional data · independent portfolio project, not affiliated with any company.

Follow-ups

Every commitment from meetings, email and Slack — with an owner and a date — across both business lines.

Overdue5

  • Send Northfield Health the pilot scope + pricing one-pager
    p0ClinicalFounder·2 days overdue· from meeting

    Promised on the Tuesday intro call; their CMIO is presenting to the innovation committee next week.

  • Follow up with Cedar Valley Cardiology on the data-use agreement redlines
    p0ClinicalClinical Lead·1 day overduewaiting on reply· from email

    Their counsel returned redlines on the de-identification clause.

  • Collect strap-compatibility test results from the CTO
    p1PerformanceCTO·4 days overdue· from meeting

    Needed for the support page and the partnerships deck.

  • Approve contractor invoice for the ECG labeling sprint
    p1ClinicalFounder·1 day overdue· from email
  • Send thank-you + recap to the sports cardiologist advisor
    p2ClinicalFounder·6 days overdue· from meeting

Due today1

  • Reply to Summit Endurance Club about a team plan
    p0PerformancePerformance Lead·Due today· from email

    60 athletes; they asked for coach dashboards and a group discount.

Next 7 days6

  • Book regulatory consultant for pre-sub review session
    p1ClinicalExecutive Assistant·Due tomorrow· added by founder
  • Confirm travel for the sports-science conference (flights + hotel)
    p1PerformanceExecutive Assistant·Due in 2 days· from Slack

    Founder is speaking on the hydration panel; arrive the night before.

  • Draft investor update: October metrics + clinical milestones
    p1Company-wideFounder·Due in 3 days· added by founder

    Pull KR snapshot from the command center export.

  • Schedule quarterly OKR review with both leads
    p1Company-wideExecutive Assistant·Due in 4 days· added by founder
  • Ship onboarding email sequence for new beta members
    p2PerformancePerformance Lead·Due in 5 days· from meeting
  • Audit Notion workspace: archive stale project pages
    p2Company-wideExecutive Assistant·Due in 6 days· added by founder

Later3

  • Renew the HIPAA-compliant cloud BAA paperwork
    p1ClinicalExecutive Assistant·Oct 28· from email
  • Finalize podcast guest list for next month
    p2PerformanceFounder·Oct 29waiting on reply· from Slack
  • Prepare athlete case study for the website
    p2PerformancePerformance Lead·Oct 31· from Slack
Completed (2)
  • Migrate partner pipeline from spreadsheet to Attio
    p1Company-wideExecutive Assistant·8 days overdue· added by founder
  • Set up Grain → Notion meeting-notes sync
    p1Company-wideExecutive Assistant·3 days overdue· added by founder

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Waiting on others2

  • Follow up with Cedar Valley Cardiology on the data-use agreement redlines
    p0Clinical Lead·1 day overduewaiting on reply
  • Finalize podcast guest list for next month
    p2Founder·Oct 29waiting on reply