September 2026 · Executive view · Updated Sep 21, 6:55 PM ET
| Pri | Action | Owner | Due | Clear |
|---|---|---|---|---|
| P1 |
Sign Moodify Pet NDA when Dan sends it
Sep 18 Dan+Isaac · Fireflies · unlocks ongoing advisory / investment talks
|
You | When NDA arrives | |
| P1 |
Share Oct 25 Florida meeting address with Dan (1–2 PM)
Sep 18 Dan+Isaac · Fireflies · in-person strategy + product samples
|
You | Before Oct 25 | |
| P1 |
Introduce Dan to vet / pet-industry contacts
Sep 18 Dan+Isaac · Fireflies · support Moodify growth partnerships
|
You | After Oct 25 | |
| P0 |
Request monthly PNL by SKU bucket
Top / drop ship / liquidation / refunds · Crystal judges profit, not top line
|
You | This week | |
| P0 |
High-refund listing review — fix or kill
Boots / flagpole kits called out · ~$120–130K/yr risk
|
You | This week | |
| P0 |
Email Joseph/BLM: adopt Crystal’s P&L; explain ~$300K inventory adjustments
August P&L blocked · Crystal COGS ~$466K vs BLM ~$506K+
|
You | This week | |
| P0 |
Lead 3PL renegotiation (fees still ~$75K with volume down ~2/3)
Cost control · Crystal + John challenge invoices
|
You | This week | |
| P1 |
Drop-ship + liquidation SKU lists with costs
Blocks three-bucket cleanup and reprice · was ~Sep 18
|
John → nudge | OVERDUE | |
| P1 |
Drop-ship reprice + Amazon AWD case
≥20% margin · ~10% shipping · unlock AWD weight/dims
|
Arye → nudge | This week | |
| P1 |
August PNL detail + discontinue marks
Stop restocking losers; finish profit sheet
|
Amrom → nudge | This week | |
| P0 |
Provide Angela’s list before leaving today
Sep 17 Daily Check In · Fireflies · continuity before Crystal leave
|
Crystal | Today | |
| P0 |
Ping Joseph — quick call on BLM reconciliation before vacation
Sep 17 Daily Check In · Fireflies · clarify outstanding accounting/reporting
|
Crystal | Before vacation | |
| P0 |
Coordinate with Shayna: cash flow plan + open inventory purchases before vacation
Sep 17 Daily Check In · Fireflies · financial stability / ops continuity
|
Crystal | Before vacation | |
| P0 |
Monitor inventory purchases + credit card payment schedules
Sep 17 Daily Check In · Fireflies · deadline Sept 22 · avoid interest · Google payment backup
|
You | By Sep 22 | |
| P1 |
Follow up Joseph: inventory liquidation, vendor credit, Ch.11 closing cost reduction
Sep 17 Daily Check In · Fireflies · optimize outcomes / ~$175K fee path
|
You | This week | |
| P1 |
Coordinate with Ilana (IT/legal) on Channel Factory contract & billing
Sep 17 Daily Check In · Fireflies · transparency / Google Ads account recovery
|
You | This week | |
| P1 |
Forward Josh’s proposals to Crystal/Shayna; finalize marketing leadership roles
Sep 17 Daily Check In · Fireflies · $15–20K/mo fractional growth · Nov transition
|
You | This week | |
| P1 |
Train Ashley on L10 reporting (practice run; flag anomalies)
Sep 17 Daily Check In · Fireflies · smooth handover while Crystal away
|
Crystal | This week | |
| P1 |
Arrange Ashley to contact agencies — negotiate pricing & service terms
Sep 17 Daily Check In · Fireflies · reduce costs / improve agreements
|
Crystal | This week | |
| P1 |
Export & share customer data from NetSuite dumps for marketing
Sep 17 Daily Check In · Fireflies · maintain control / optimize campaigns
|
Crystal | This week | |
| P1 |
Work with John: accurate inventory fulfillment + post-sales vendor credits
Sep 17 Daily Check In · Fireflies · financial accuracy / vendor relations
|
You | This week | |
| P2 |
Temporary delegation of Crystal’s personal tasks during vacation
Sep 17 Daily Check In · Fireflies · maintain workflow while away
|
Crystal | Before vacation | |
| P0 |
Shawna: finalize Ecommerce leader JD — submit by EOD tomorrow
Sep 17 Strategy · Fireflies web · screening starts after JD · was EOD Sep 18
|
Shawna | OVERDUE | |
| P0 |
Hire E-Commerce Leader by end of November
Sep 17 Strategy · Fireflies web · hands-on · Jan start · $130–150K + bonus
|
You | By end Nov | |
| P0 |
Extricate media barter contract with legal (Joseph); regain PPC accounts
Sep 17 Strategy · Fireflies web · unlocks Josh PPC ownership
|
You / Joseph | This week | |
| P0 |
Josh takes paid social + PPC; stagger agency takeover (Safety Gear first); AI dashboards
Sep 17 Strategy · Fireflies web · Nov 1 cutover path
|
You / Josh / Shawna | By Nov 1 | |
| P1 |
Shawna: lead ecom-leader candidate screening; escalate top to Isaac/Crystal
Sep 17 Strategy · Fireflies web · hire pipeline
|
Shawna | Ongoing | |
| P1 |
Website launch post-Veterans Day — OOS cleanup; bundles; Amos modules
Sep 17 Strategy · Fireflies web · Shawna + Amos
|
Shawna / Amos | Post-Veterans Day | |
| P1 |
Josh + Shawna: email calendar / triggered flows; Moses Klaviyo QA
Sep 17 Strategy · Fireflies web · 6–12mo inactive + in-house QA
|
Josh / Shawna / Moses | This quarter | |
| P1 |
Consolidated AI dashboards (PPC/Shopify/Klaviyo) + automated checkout QA
Sep 17 Strategy · Fireflies web · replace manual reporting
|
Josh / You | This quarter | |
| P1 |
Staff lean fully-staffed team by Dec 1; share planning docs with Shawna
Sep 17 Strategy · Fireflies web · organogram + role clarity
|
You / Shawna | By Dec 1 | |
| P1 |
Amos: front-end modules + OOS logic; Moses: checkout QA / redirects
Sep 17 Strategy · Fireflies web · site reliability
|
Amos / Moses | This week | |
| P0 |
Get inventory reconciliation completion date from Joseph
~$70–75K unexplained left · blocks defensible financials / Ch.11
|
You | This week | |
| P0 |
Crystal/Shayna finance process docs — firm date in 2 days
Blocks BLM exit · coverage must stay until processes documented · was By Sep 18
|
Crystal / Shayna | OVERDUE | |
| P1 |
Recover historical Google Ads account
New account lacks history · ROAS ~1.0
|
You / Joseph | This week | |
| P1 |
Forward priority supplier + chimney/safety inventory lists to Michael
~$400K chimney / ~$700K safety · supplier terms + liquidation path
|
You | This week | |
| P1 |
Q4 agency replacement proposals (Active Int exit)
~$400–500K path · Shauna evaluating PPC replacements
|
You + Shauna | This week | |
| P1 |
Send Christine/Amos top flag/kit SKU priorities + sales data
Guides merchandising · top 3 kits · Made-in-America focus
|
You | This week | |
| P1 |
Nudge Christine: drop-ship SKU Excel to Amos
Hide drop-ship · prioritize in-stock · margin accuracy
|
Christine → nudge | This week | |
| P2 |
Nov safety/construction trade show for new variations
Core assortment growth
|
You | Nov |