Send email of test invoice and ask for details from team - COMPLETE - 2026_01_19

Get answers on what we need to do in order to invoice customer - COMPLETE - 2/3/2026

Invoice for Dec 2025 and Jan 2026 - COMPLETE - 2/3/2026

Get marketing plan agreed with Naomi

Set up and finish developing the CRM

Get subscription for Quick Books COMPLETE

Work with Robin to set it up and create working processes. OPEN

Send Robin Routing and Account Info - COMPLETE

Send Robin Dec Account Statement - COMPLETE 2026_01_18

Get all past receipts and payments made thusfar for any setup fees into quickbooks - OPEN

Finalize open item with Steve Duddy to confirm a future consulting only relationship in the future and make certain paperwork in in place confirming that he is not a part of the current Clarity partnership.

Letter sent to Steve - Andy - COMPLETE - 2026_01_15

Get back signed letter from Steve - Andy - OPEN

Update GA Secretary of State docs - Andy - Open

Schedule a meeting for me to work directly with Laura from RadXcel Laura

Schedule AI meeting Nick Craven

Complete page set up - COMPLETE - 2026_01_15

Confirm if Annie, Jen or Naomi would like to be on the team page - Send email to each team member to confirm - COMPLETE - 2026_01_18

Naomi developed and added her bio - COMPLETE - 2026_01_22