Eisenhower Matrix

178 open actions from the 10/26 EOD list · 117 are LATE · sorted by judgment from deadline, money and who is waiting

13
Do now
Urgent + important
60
Schedule
Important, not urgent
82
Delegate
Urgent, not important
23
Drop
Neither

Urgent + important

Do now 13

Money, or a person waiting on you. Work these first.

  1. 1Legacy Strong payments - catch up plans, WAP API vs Notion trackerLATE 4bigtoday
  2. 2Alex Seropian - confirm $7K at BofA + $5K+ at Wells, Elan TU removalquicktoday / Tue
  3. 6Daniel Dixon - mock onboarding call Tue, ramped by FribigTue 10/27
  4. 8Jay Hill - get payment plan caught upLATE 34quick
  5. 9Jared / Cynthia Jimenez - renewal push, 30-day win planLATE 34quick
  6. 10Floyd - settle Brenda's balance, no reply todayLATE 23quickASAP
  7. 98Randall + Brian Fleming + Todd Franz - renewal pitch callsLATE 4quickthis week
  8. 162Kenneth Hassell - 30-day extension agreement (tell Alec + Gunnar first)LATE 3quickwas 10/23
  9. 163Kenneth Hassell - booking link + 1:1sLATE 3bigwas 10/23
  10. 164Rick Apolo - collect or pause sequence [BALANCE - VERIFY]quick
  11. 165Jermaine Jordan - collect or downgrade to BFAquick
  12. 170MJF Funding (Mike Ferro) - check in after first client callLATE 3quickMon 10/26
  13. 171Babak Kazemi - contract + platform fee [PLATFORM FEE - VERIFY]LATE 3quickMon 10/26

Important, not urgent

Schedule 60

Builds, funnels, revenue work. Block time, do not react.

  1. 3Alex Seropian - collect fees when Elan card lands [BALANCE - VERIFY]quickcard lands
  2. 4Carlos Bedoya - divert intake automation to himquickthis week
  3. 5Alec - feedback on CCA invite page + warm-up emailsquickbefore Nov push
  4. 7Alex Seropian - hand to Daniel when funding-readyquickwhen ready
  5. 11Chuck McKay - ship partner assetsLATE 14bigwas 10/13
  6. 12Zee Cowins - ship partner assetsLATE 14bigwas 10/13
  7. 13Robert Ruiz - payoff when receivables landLATE 11quickwas 10/16
  8. 15Alan Nguyen - commando hiring ad budget numberLATE 25quick
  9. 17Andrijana Dimova - Jason's decision on extra callsLATE 21quickwas 10/6
  10. 19Deposit + BFA ghost clients - design cash campaignLATE 20big
  11. 20Nam Nguyen - route opt-ins, tag webinar registrantsLATE 19quickwas 10/8
  12. 21Nam Nguyen - FTC + Text Verified errorLATE 34quick
  13. 23Gabriel Fuentes - hiring docs, Slack, trainingLATE 27quickwas 9/30
  14. 24Elena Hernandez - warm-up + real campaignLATE 25bigwas 10/5
  15. 28Roland Williams - 15 client profiles follow-upLATE 25bigwas wk of 10/5
  16. 29Roland Williams - commando hiring + bootcamp linkLATE 25bigwas 10/5
  17. 37Cynthia Jimenez - follow up Sammy, line up interviewLATE 21quickwas 10/6
  18. 41Cynthia Jimenez - setter calls + trainings for KennethLATE 19quickwas 10/8
  19. 44Kevin & Brooklyn - custom setter dashboard + LoomLATE 34bigwas 9/25
  20. 45Funding Desk - one-page pricing sheetLATE 33bigwas 9/28
  21. 47Funding Desk - warm-up V2 + invite linkLATE 33big
  22. 48Funding Desk - white-label agreementsLATE 33big
  23. 49Funding Desk - demo partner portal + snapshotLATE 33big
  24. 50Vin - opt-in call funnelLATE 25bigabout 10/5
  25. 51Funding Desk / CPP - import VSLs to snapshotsLATE 25bigafter approval
  26. 52Rachid / Cedric - AI underwriter plans, 6-7 clientsLATE 25bigwas 10/7
  27. 53CPP VSL - expand for near-cold leadsLATE 25big
  28. 54Rachid / Cedric - closer sales training role playsLATE 25bigwas 10/15
  29. 55Rachid / Cedric - intro AU partnerLATE 25quickwas 10/15
  30. 57Funding Desk migration - plan move off Legacy StrongLATE 25bigfirst paid CPP client
  31. 62Rachid / Cedric - landing page + RMJ pixelLATE 18bigwas 10/15
  32. 67Mila Vega - train on funding knowledgeLATE 11bigwas 10/16
  33. 70Nam Nguyen - direct-to-checkout price ceilingquick
  34. 71Nam Nguyen - Wave Dialer trainingbig
  35. 76Zee Cowins - Tyler walks her through CPP payoutsLATE 4quickthis week
  36. 77Robert Ruiz - script DM-ad hooksbigmid to late Oct
  37. 80CPP - check to-dos for redundant itemsLATE 14quickwas 10/13
  38. 84Abe - client journey flowchartLATE 14bigwas 10/13
  39. 90Natalie Pennington - Meta lead-form campaignsbigfootage Thu/Fri
  40. 96Alex Ruiz - collect when $20K landsquickSun 11/1
  41. 97Jon Ritter + Anthony Rivera - follow up, monetizequicknext week
  42. 101Mark J - VSL script by WhatsAppLATE 12bigwas 10/15
  43. 109Cynthia Jimenez - dashboard for her + Kennethbig
  44. 114MJF Funding (Mike Ferro) - Zoho CSV into GHLbig
  45. 115MJF Funding (Mike Halbert) - 900 leads from inboxbignext MJF call
  46. 121Kevin & Brooklyn Moore - opt-in call funnelLATE 8bigwas 10/19
  47. 125Willy - bookkeeping + payroll + CPA for Jason Meyerquick
  48. 128CCA clients - avatar roadmaps, 6 month term maybebig
  49. 136CCA new coach - train, then manage coachesbig
  50. 137CCA bottleneck SOPLATE 4bigthis week
  51. 144Nam Nguyen - upload 6 opt-in ads, campaignsLATE 5bigwas 10/22
  52. 145Nam Nguyen - check in on Jaco closer compLATE 4quickwas 10/23
  53. 148Cynthia Jimenez - bump budget 20%LATE 4quickwas 10/23
  54. 153Y Korn - UGC quotes, pick creatorLATE 4bigwas 10/23
  55. 154CCA group Breckenridge - announcement + vlogLATE 4quickwas 10/23
  56. 156Cynthia Jimenez - build opt-in funnelbigabout Tue 10/27
  57. 158Rachid - launch Meta ads when creatives landLATE 12bigwas 10/23
  58. 166Kevin & Brooklyn Moore - collect balance [BALANCE - VERIFY]quickstart of Nov
  59. 167MJF Funding - ad scripts link + edit raw clipsLATE 5quickwas 10/26
  60. 172MJF Funding (Mike Ferro) - confirm contact page wording gonequick

Urgent, not important

Delegate 82

Ramon, Daniel, Gunnar, Gabriel or a VA can run these.

  1. 14Roland Williams - relay addendum to TylerLATE 29quickwas 9/28
  2. 16Alan Nguyen - tally win screenshotsLATE 25quick
  3. 18Andrijana Dimova - send May 31 recordingLATE 21quickwas 10/6
  4. 22MJF Funding - Alfred in Notion + calendar linksLATE 28quickwas 10/26
  5. 25Puerto Rico retreat clients - send itineraryLATE 25quickwas 10/2
  6. 26Russ - confirm Ramon covered domain, Zoom, calendarLATE 25quickwas 10/2
  7. 27Roland Williams - intro to Santiago + formLATE 25quick
  8. 30Roland Williams - GHL snapshot + Notion buildLATE 25bigafter forms
  9. 31Elena Hernandez - DM keyword automation via RamonLATE 25quickwas 10/5
  10. 32Daniel + Alan - follow up, line up shadowLATE 25quickwas wk of 10/5
  11. 33Kevin & Brooklyn - add Alec to Meta Ads accountLATE 25quick
  12. 35Nam Nguyen - send Elan branch finderLATE 25quick
  13. 42Rachid / Cedric / Cassie - call recordings + Loom VSLLATE 19quickwas 10/8
  14. 46Silo + Carlos - calendars, Whop, automationsLATE 33bigwas 9/28
  15. 58Stage sign-off form - add to templatesLATE 25quick
  16. 59Rachid - placement next steps in writingLATE 15quickwas 10/12
  17. 60Mila Vega - closer trainings + accessLATE 18quickwas 10/8
  18. 61Rachid / Cedric - Ramon builds sub-account + NotionLATE 15bigwas 10/12
  19. 63Rachid / Cedric - Tue + Thu 4 PM call invitesLATE 14quickwas 10/13
  20. 64Courtney Hawkins - add to SlackLATE 17quickwas 10/10
  21. 65Rachid - backup payment processor linkquick
  22. 68Mila Vega - group call with Tyler + closer trainingquicknext week
  23. 69Elena Hernandez - add to next commando bootcampLATE 14quickwas 10/13
  24. 72Rachid - DM CTA ending for refilmed adsLATE 14quickwas 10/13
  25. 73Cynthia Jimenez - Ramon comment keyword automationsLATE 13quickwas 10/14
  26. 74Cynthia Jimenez - invite page template in SlackLATE 14quickwas 10/12
  27. 75Cameron Benson - EWS + ChexSystems dispute templatequick
  28. 78Robert Ruiz - email nurture build when he sends templatesquickwhen received
  29. 81CPP - add commandos to booking calendarsLATE 4quickthis week
  30. 82Natalie Pennington - shared Drive link in WhatsAppLATE 14quickwas 10/13
  31. 83Abe - 3 onboarding forms + intake form in SlackLATE 14quickwas 10/13
  32. 85Abe - SDR, setter, closer resourcesLATE 14quickwas 10/13
  33. 86Rachid - A2P footer + Sammy numberLATE 14quickwas 10/22
  34. 87Commando Training Camp - Day 1 recordingLATE 14quickwas 10/13
  35. 89Abe - Ramon builds his Notion in 24 hrsLATE 13quickwas 10/14
  36. 91Natalie Pennington - appointment coordinator GHL accessquick
  37. 92Rachid / Sameer - review trainings, score triageLATE 11quickwas 10/16
  38. 93Commando Training Camp - share Cinderella explainerLATE 13quickwas 10/14
  39. 100Eric Goya - API walkthrough call before term endquickbefore term end
  40. 102Commando Training Camp - Day 2 recordingLATE 13quickwas 10/14
  41. 104Cynthia Jimenez - accept GHL admin inviteLATE 13quickwas 10/14
  42. 105Cynthia Jimenez - review sales call recordingsLATE 12quickwas 10/15
  43. 107Nam Nguyen - Ramon launches cash campaignLATE 12quickMon 10/26
  44. 108Nam Nguyen - check BSL call-booked pixelquick
  45. 111Vin - DM scripts + setter callLATE 12quickwas 10/20
  46. 112Vin - relaunch 3 adsquick
  47. 113Commando Training Camp - Day 3 recording + skill fileLATE 12quickwas 10/20
  48. 116MJF Funding (Mike Ferro) - portal welcome video, Ramon uploads LoomsLATE 10quickwhen Looms land
  49. 117Kevin & Brooklyn Moore - Vault API follow-upquick
  50. 118Abe - payment link for next CSM placementquick
  51. 119Abe - 3 video presentation files + docsLATE 11quickwas 10/16
  52. 120Abe - onboard Gabriel to Slack, Notion, GHLLATE 4bigwas 10/23
  53. 122Abe - H-Corps walkthrough timequick
  54. 124Ramon - phone field on every opt-in pagequick
  55. 129Shavontae Lashaey - booking link in client channelquick
  56. 130MyFreeScoreNow API - test with GunnarLATE 4bigthis week
  57. 132CPP partner onboarding automation - test on next partnerquick
  58. 133Daniel Dixon - shadow invites, recordings, trainingsLATE 4quickthis week
  59. 134Daniel Dixon - confirm Paula's email access reached himLATE 8quickwas 10/20
  60. 135Alec - text Daniel's open questionsquick
  61. 138Gunnar - Legacy Launch clean filequick
  62. 139Vin - upload 5 DM ads, new campaignLATE 7quickwas 10/20
  63. 140Rachid - text Sammy, setter libraryLATE 7quickwas 10/20
  64. 141Rachid - closer script price 6K to 8Kquick
  65. 142Vin - get on FathomLATE 7quickwas 10/20
  66. 143MJF Funding (Mike Ferro) - Notion email mismatch + Claude setupquick
  67. 147Abe - Illumin SOP videosquick
  68. 149Cynthia Jimenez - confirm Ramon booked automation fixLATE 5quickwas 10/22
  69. 150Cynthia Jimenez (Kenneth) - cash campaign call recordingquick
  70. 155Jot - interview recording to Alecquick
  71. 157Cynthia Jimenez - hooks to FelipeLATE 5quickwas 10/23
  72. 159Rachid / Cassie - VSL feedback in SlackLATE 4quickwas 10/23
  73. 160Cynthia Jimenez - send 10/22 call recordingquick
  74. 161Alan Nguyen - send 10/22 call recordingquick
  75. 168Gabriel Fuentes - 1:1s on Abe's first 10 filesLATE 15bigwk of 10/26
  76. 169Babak Kazemi - links in Slack, GHL inviteLATE 3quickwas weekend
  77. 173Abe - hiring contract templates + Gabriel checklistquick
  78. 174Babak Kazemi - review test casesquick
  79. 175Jahmel Kendall - reply in Slackquick
  80. 176Daniel Dixon - next training module reviewquicksoon
  81. 177Tommy - graduate, remove accessquick
  82. 178Terry Clayton - off group callsquick

Neither

Drop 23

Marked tick-or-drop, moot, or ghost threads with no deadline.

  1. 34Puerto Rico retreat - Friday session needs (tick or drop)LATE 25quickwas 10/9
  2. 36SMB Funds team - five-factors videoLATE 22quickwas 10/5
  3. 38Roland / Julie - 10/7 invite (tick or drop)LATE 20quickwas 10/7
  4. 39Alan Nguyen - send VPNs team usesLATE 20quick
  5. 40Puerto Rico retreat - pre-trip ad scripts (tick or drop)LATE 20quickwas 10/8
  6. 43Rus Mus - intro to Cynthia's funding candidateLATE 19quick
  7. 56Funding Desk (Galiana call) - re-check agreements (tick or drop)LATE 20bigwas 10/7
  8. 66Rus Mus - hiring templates + loop GunnarLATE 15quickwas 10/12
  9. 79Funding Desk - move existing clients (may be moot)LATE 14bigwas 10/13
  10. 88Miranda - private video feedbackLATE 14quickwas 10/13
  11. 94Indy Harris - confirm Alec on 10/14 call, update noteLATE 13quickwas 10/14
  12. 95Brook / Kevin - confirm Paula sent invoiceLATE 13quickwas 10/14
  13. 99Daniel Dixon - renewal squeeze (may be moot)LATE 4quickthis week
  14. 103Sameer Usman - setting + sales materialquick
  15. 106Rus Mus - age corp partner detailsquick
  16. 110Daniel Dixon - faceless client ad plan (may be moot)big
  17. 123Commando Training Camp - Day 5 call (tick or drop)quickwas 10/19
  18. 126Short-form video - re-export, send Jason Meyerquick
  19. 127Premiere Pro captions - session with Jason, caption presetquick
  20. 131Alec - vibe-coded presentation content formatquick
  21. 146Abe - redacted sample report (may be moot)LATE 5quickwas 10/22
  22. 151Rus Mus - Prosper data pointsquick
  23. 152Tony Aguilera - Funding Through Acquisition VSL in CCAquick