**Monday, 20 April 2026** --- ### Medical **18:00 — Anti-viral appointment.** Non-negotiable. All afternoon calls finish by 18:00 — you are clear (last call ends 18:00, so leave on time). --- ### Unanswered Emails Filtering out newsletters, cold outreach, and automated notifications. Actionable threads: **High priority:** - **Claire Hawkins — Re: Updates, new intervention algorithm.** Claire has responded positively to the progress update and the attached document. Reply to acknowledge, confirm next steps or any decisions needed from her side. - **Diellor Hoxhaj — Feedback loop + tracking interventions.** Diellor (data science contractor) has shared thinking on MTM-driven emotion tracking and intervention logic. This is directly relevant to the algorithm status call at 15:30. Read before that call and reply with any direction or questions. - **Mark Gershkovich — Recommendation on the Development plan.** Mark has deliberately excluded Diellor from this thread. Likely contains a sensitive recommendation on the dev roadmap or team structure. Read and reply — may require a follow-up conversation. **Medium priority:** - **Whatton, Jim — RE: Americas Presales Leadership Stand Up Call.** Jim has replied ahead of today's 17:30 intro call. Brief and friendly — likely just confirming. Worth a quick acknowledgement before the call. - **Parkman, Tom — Accepted: Tom/Jonathan.** Tom has accepted the meeting. No reply needed unless you want to send prep materials or an agenda ahead of 16:30. - **Andrew Cook — Accepted: Andrew/Jonathan Agentic (×2).** Andrew has confirmed the Thu 23 April Zoom. No reply needed unless you want to send a pre-read. - **Giles Derry — Accepted: Giles/Jonathan.** Giles has accepted. Cross-reference: you have a pending action item to send Giles available dates for the SHQ demo (Thu 23 or Fri 24 April, 3–5pm UK). If that hasn't been sent, do i t today — the window is this week. - **Melanie Disse — Accepted: Melanie/Jonathan Anthrolytics Intro (Tue 28 Apr, 5pm EDT).** Confirmed in the diary. No reply needed. - **Shawn McCormick — Accepted: Shawn/Jonathan Agentic.** Historical acceptance (15 April). No reply needed; but you have two open action items for Shawn (deal qualification spreadsheet, Notion board access) — see Circleback follow-ups below. **Ignore / no action:** - Vicki Herrell (QATC newsletter) - American Express (payment confirmation — automated) - Caitlin (cold hiring/recruitment pitch) - Naomi Hernandez (CIO publication feature request — cold outreach) --- ### Calendar Prep **15:00–16:00 — Inventtis & Anthrolytics** From the 16 April Circleback, you have five outstanding deliverables for Rafael before or during this call. Status as of this morning: all undelivered. - Anthrolytics logo - User guide (step-by-step: login, dashboards, core usage) - Sales presentation / full deck - Draft contract (BRL/USD range clause, quarterly review, adjustment provision) - Commission structure (volume-based 20–30%, enhanced first 3–4 months) At minimum, send the logo and commission structure before 15:00. Flag to Rafael that the full contract and user guide will follow this week. Diego Carvalho (Call Design NA) is also attending — prepare a brief on who they are and their relationship to Rafael before the call. **15:30 — Algorithm Status Call** (internal — overlaps with Inventtis call. Confirm timing is staggered or delegate accordingly.) **16:30–17:00 — Tom Parkman, Serco** No existing deal in the pipeline. Tom accepted a prior invite (16 April). Goal today: qualify use case and agree next step. Have the standard discovery questions ready. Serco angle: large, complex workforce with contact centre and field service operations — both relevant to Anthrolytics. **17:30–18:00 — Jim Whatton, Verint** Connecte d via Matt Pike. Jim replied to your email this morning (Accepted thread). Verint context: enterprise CCaaS and WEM platform. Think about where Anthrolytics sits relative to their existing analytics — complementary or competitive? Goal: understand their partner/integration model and whether there's a mutual route to market. **20:00 — Complete NHS Innovation application** Calendared as a working block. This is also a standing Circleback action item (see below). Treat this as a hard deadline tonight. --- ### Circleback Follow-ups Circleback API not configured — action items sourced from pending list directly. **From: Inventtis & Anthrolytics (16 April)** - Send Anthrolytics logo to Rafael — do before today's 15:00 call - Send commission structure to Rafael — do before today's 15:00 call - Send sales presentation to Rafael — this week - Send draft contract to Rafael — this week - Create and send user guide to Rafael — target within 1 week of 16 April (overdue) **From: Shashank/Jonathan (16 April)** - Test Dripify LinkedIn messaging setup and update Shashank - Send Shashank the Steve Moret interested companies list and campaign content **From: Giles/Jonathan (15 April)** - Send Giles available dates for SHQ demo — Thu 23 or Fri 24 April, 3–5pm UK. Do today; the window closes this week. - Prep BDR demo with infographic for SHQ presentation (Faraz CEO, Claudia head of sales, possibly investor) **From: Shawn/Jonathan Agentic (15 April)** - Email Shawn the deal qualification spreadsheet - Give Shawn access to the partner pipeline Notion board **From: Financials and Targets (14 April)** - Complete NHS Innovation application — tonight's 20:00 block is for this - Follow up with Katherine (Authentic) after next week's meeting - Speak with JP Morgan about company structure and share allocation for Shawn - Chase Accenture intro via Joe / Mike Feline to Dave Shaw --- ### Personal Action Items - **NHS Innovation application** — Calendared for 20:00 tonight. This is a standing flag. Do not let this slip again. - **Ascend / Lou** — No new data in today's brief. Carry forward as a standing flag. - **Action close-out rate is 13% (31/240 last 7 days).** This is a systemic issue. Consider whether the volume of actions being generated is realistic or whether the list needs to be pruned to the five most important items per day. --- Actions [ ] [HIGH] Send Anthrolytics logo to Rafael before 15:00 call [ ] [HIGH] Send commission structure to Rafael before 15:00 call [x] [HIGH] Prep for Inventtis & Anthrolytics call at 15:00 [x] [HIGH] Prep for Tom Parkman / Serco call at 16:30 [x] [HIGH] Prep for Jim Whatton / Verint intro call at 17:30 [ ] [HIGH] Reply to Claire Hawkins re: intervention algorithm updates [x] [HIGH] Reply to Diellor re: feedback loop and intervention tracking [x] [HIGH] Reply to Mark Gershkovich re: development plan recommendation [x] [MEDIUM] Reply to Jim Whatton ahead of 17:30 intro call [x] [HIGH] Send Giles available dates for SHQ demo (Thu 23 or Fri 24 April) [ ] [HIGH] Send sales presentation to Rafael [ ] [HIGH] Send draft contract to Rafael [ ] [HIGH] Create and send user guide to Rafael [x] [MEDIUM] Test Dripify LinkedIn messaging setup and update Shashank [ ] [MEDIUM] Send Shashank the Steve Moret interested companies list and campaign content [ ] [HIGH] Prep BDR demo with infographic for SHQ presentation [ ] [MEDIUM] Email Shawn the deal qualification spreadsheet [ ] [MEDIUM] Give Shawn access to the partner pipeline Notion board [ ] [HIGH] Complete NHS Innovation application (tonight, 20:00 block) [ ] [MEDIUM] Follow up with Katherine (Authentic) after next week's meeting [ ] [MEDIUM] Speak with JP Morgan about company structure and share allocation for Shawn [ ] [MEDIUM] Chase Accenture intro via Joe / Mike Feline to Dave Shaw [ ] [HIGH] Re-engage Blue6ix — 44 days inactive, Grade A partner [ ] [HIGH] Re-engage Inventiis partnership — 41 days inactive, Grade A [x] [HIGH] Advance IKEA deal — £7.20M, 8 days inactive [x] [HIGH] Advance Decathlon deal — £3.84M, 8 days inactive [x] [HIGH] Re-engage Leroy Merlin — £2.40M, 15 days inactive [x] [HIGH] Re-engage Pepco Group — £1.92M, 15 days inactive [x] [MEDIUM] Advance Schneider Electric deal — £2.40M, 8 days inactive [x] [MEDIUM] Decide whether to continue or close Flying Tiger Copenhagen, HB Fuller, Edgewell (37d+ stale) [x] [MEDIUM] Decide whether to continue or close Fanucchi, Greater Scranton YMCA, YMCA of Central Ohio (44d stale)