Outstanding Items
18 open · 3 completed
ⓘWhy buckets instead of due datesexpand
Items are organized by whose move it is and how urgent, not just by date: 🔴 overdue (your move), 🟠 log gaps (meetings whose outcome was never recorded — the AI Log feature closes these), 🟡 dated this week, ⏳ awaiting the other party, plus longer-horizon buckets for high-potential outreach, keep-warm, venture threads, and data gaps. Check anything off and watch the dashboard counts change; reopen from "Recently completed" below.
＋ Add action item
🔴 Overdue — your move3
She can't recruit a partner co-sponsor without something to circulate. Fixed fee + named deliverables.
Owed since the claims summit — referral-overlap mapping call.
Promised at the Boston dinner. This is the 'give first' before Tom's term sheet.
🟠 Log missing outcomes2
Session was Thursday — did the routing-rule pushback resolve? No entry yet.
Board met this week per her email. Sprint approved or not?
🟡 Dated — this week & upcoming4
Frame as underwriter hours returned. Include the CFO-reusable benchmark slide.
Retainer + success fee + conflicts language (Brightline disclosure).
Focus: exposure-data provenance. Advisory seat decision follows this.
Timeboxed to 2 hours. Loss-ratio and expense assumptions from the contractor's pollution concept.
⏳ Awaiting the other party3
Legal/CFO review in progress. Nudge if silent past Friday.
Board met this week. SOW ready to send on a yes.
Sent him the light advisory framing; ball is his.
🎯 High-potential outreach2
He connected the Atlas story to a mutual whose board he sits on. Late-year timing.
Bill Hartley· monthly callIf the sprint lands, these become the first warm intros — pre-draft the notes.
🔵 Keep-warm / longer horizon2
Before their Q4 planning. Watch the insourcing risk from the innovation group.
Semi-annual; he refers overflow work.
💡 Venture threads1
Gate: unit economics model. If the math doesn't clear 25% EBITDA at year 3, pass gracefully.
Robert Ellis· thesis calls
📋 Open data gaps1
Verity Claims Technology isn't in Companies yet — add once the referral call happens.
Karen Whitfield· profile review
✅ Recently completed (3)
Send steering-committee pre-read to James
Reply to Lisa's data-room invite
Confirm panel logistics with Karen
Karen Whitfielddone 2026-06-18