Issues
Capture, prioritize, discuss, and resolve problems
Interactive Proposal system needs discussion
High
Open
Edward needs to discuss interactive proposal system options with Brad. Evaluating platforms for digital proposals.
EO
Edward OueilheSales & Customer Experience
sales process
Mar 11, 2026
100-point activity chart implementation
Medium
Open
Need to design and implement a 100-point activity tracking chart for sales team accountability.
EO
Edward OueilheSales & Customer Experience
sales process
Mar 11, 2026
Home Improvement Finance Companies — overdue
High
In Discussion
Research and finalize relationships with home improvement financing partners. Originally due Feb 14.
EO
Edward OueilheAdmin & Finance
vendor problems
Jan 15, 2026
Invoice reconciliation with QBO and Roofr
Medium
Open
Invoices need to be balanced and reconciled between QuickBooks Online and Roofr systems.
EO
Edward OueilheAdmin & Finance
process improvement
Mar 7, 2026
Angeles onboarding and full training plan
Medium
In Discussion
Complete comprehensive onboarding and training program for Angeles Bernal (EA/PR role).
EO
Edward OueilheExecutive
people
Feb 15, 2026
PM recruitment pipeline empty
High
Open
No strong project manager candidates in pipeline despite active sourcing. Need to expand recruitment channels.
EO
Edward OueilheOperations
people
Mar 4, 2026