Three separate meetings referenced concerns: client may pause ads, lead tracking gap (texts not in WhatConverts), Joe's unauthorized Google Ads access, and parent pages 4 days overdue. This is the only account surfacing in ClickUp overdue, meeting gaps, and ads anomalies simultaneously.
9 action items were discussed in meetings but do NOT exist as ClickUp tasks. Top 3: Remove Joe's Google Ads access (security risk), Colleen's Advantage Air client call (relationship risk), Carl's WhatConverts text forwarding setup (data gap). These are falling through the cracks.
All 3 Q2 rocks still show "to do" status. Q2 starts April 1 — tomorrow. None have moved to "on track" and no subtasks have been created. Without momentum on day one, these risk slipping behind early.
| Rock | Owner | Due | Status |
|---|---|---|---|
| Launch n8n monthly recurring task automation | Josh | Jun 30 | To Do |
| Reduce COMPASS build time from 3 weeks to 2 weeks | Joel | Jun 30 | To Do |
| Build standardized client onboarding SOP in ClickUp | Colleen | Jun 30 | To Do |
| To-Do | Owner | Due |
|---|---|---|
| Confirm DTG follow-ups status (carried over from Feb 23 L10) | — | Apr 6 |
| Fix 3 broken OAuth credentials in n8n (Drive, Docs, Ads) | Josh | Apr 6 |
| Confirm Air Doctor X site build status with Joel | Josh | Apr 6 |
| Create Google Sheet scorecard from scorecard-spec.md | Josh | Apr 6 |
| Confirm exact MRR number for scorecard baseline | Josh | Apr 6 |
| Create V/TO Doc from template | — | — |
| Set up Google Sheet Scorecard per spec | — | — |
| Team Member | Active | Overdue | Due Soon | Status |
|---|---|---|---|---|
| Josh | 1 | 1 | 0 | Available |
| Colleen | 0 | 0 | 0 | Available |
| Sal | 0 | 0 | 0 | Available |
| Joel | 33 | 0 | 33 | Heavy |
| Carl | 0 | 0 | 0 | Available |
| Account | Score | Critical Issues |
|---|---|---|
| Advantage Air | 61/100 | 9 |
| Double Time Garage Doors | 52/100 | 87 |
| Caster Central | 51/100 | 5 |
| Air Doctorx | 85/100 | 8 |
| Hack's Plumbing | 60/100 | 5 |
| Client | Score |
|---|---|
| Advantage Air | 69/100 |
| Double Time Garage Doors | 60/100 |
| Air Doctorx | 45/100 |
| Hack's Plumbing | 58/100 |