🎯 $100M Revenue Influence

Last updated: 5/1/2026, 7:03:19 PM | Total tasks: 44 | KPIs: 5
💰
I1.1 Pipeline
0 USD
Source: deal tracking
Updated 5/1/2026, 6:27:12 PM
💰
I1.2 Pipeline
0 USD
Source: deal tracking
Updated 5/1/2026, 6:27:31 PM
💰
I1.3 Pipeline
0 USD
Source: deal tracking
Updated 5/1/2026, 6:27:45 PM
💰
I1.4 Pipeline
0 USD
Source: deal tracking
Updated 5/1/2026, 6:27:58 PM
💰
I1.5 Pipeline
0 USD
Source: deal tracking
Updated 5/1/2026, 6:28:12 PM
🟠

AWS Partnership

2026-12-31
🤖

AI Partnerships

2026-12-31
⚪

NOVA Partnership

2026-12-31
🔴

Oracle Partnership

2026-12-31
📋

PoC #1: Flexpa Insurance Aggregator

2026-05-03
📋

PoC #2: Plaid HSA/FSA Bank Aggregation

2026-05-10
📋

PoC #3: Cost Estimation DIY

2026-05-17
📋

Phase 1: Security Foundation

2026-05-31
📋

Phase 2: Reliability & Performance

2026-06-14
📋

Phase 3: Testing & Operations

2026-06-28

Initiatives & Tasks

🔄 I1.1 Reset Cosell Process not_started 50% M1
🛒 I2.1 Retail GTM not_started 0% M2
📞 I1.2 Amazon Connect GTM not_started 0% M1
🔗 I2.2 Fusion CX Integration not_started 0% M2
🏥 I3.1 Healthcare Partners not_started 0% M3
🦁 I1.3 Project Leo not_started 0% M1
🏥 I2.3 Healthcare GTM not_started 0% M2
💰 I3.2 FinServ Partners not_started 0% M3
🔵 I4.1 OpenAI Partnership not_started 0% M4
🎯 I4.3 x.ai Partnership not_started 0% M4
🔍 I4.4 Perplexity Partnership not_started 0% M4
🔷 I4.5 Google Gemini Partnership not_started 0% M4
📐 I4.2 Anthropic Partnership not_started 0% M4
🟠 I4.6 AWS Bedrock Partnership not_started 0% M4
📋 GOAL-1000 Rekencile: Production Ready for 1000 Users not_started 0% -
📋 FLEXPA-I1 Get Flexpa sandbox API keys not_started 0% FLEXPA-1
📋 FLEXPA-I2 Build Flexpa Link test flow not_started 0% FLEXPA-1
📋 FLEXPA-I3 Connect Aetna via Flexpa vs existing OAuth not_started 0% FLEXPA-1
📋 PLAID-I1 Get Plaid sandbox keys not_started 0% PLAID-1
📋 PLAID-I2 Link test HSA account not_started 0% PLAID-1
📋 PLAID-I3 Match HSA transactions to EOBs not_started 0% PLAID-1
📋 COST-I1 Pull 5 existing EOBs from DynamoDB not_started 0% COST-1
📋 COST-I2 Build claim summary view not_started 0% COST-1
📋 COST-I3 Add payment tracker not_started 0% COST-1
📋 I1.4 AWS Quick Suite GTM not_started 0% M1
📋 I1.5 Executive Alignment not_started 0% M1
📋 I1.1-T1 Exec approval done 100% I1.1
📋 I1.1-T2 Sync with sales and marketing and get alignment not_started 0% I1.1
📋 I1.1-T3 Setup cosell sample meetings not_started 0% I1.1
📋 I1.1-T4 Setup process for cosell meetings not_started 0% I1.1
📋 I1.1-T5 Create marketing assets not_started 0% I1.1
📋 I1.1-T6 Create demandgen mechanism not_started 0% I1.1
📋 I1.1-T7 Create a dedicated AWS offer not_started 0% I1.1

not started (42)

🟠

AWS Partnership

M1 |
🤖

AI Partnerships

M4 |
⚪

NOVA Partnership

M3 |
🔴

Oracle Partnership

M2 |
🔄

Reset Cosell Process

I1.1 | M1
🛒

Retail GTM

I2.1 | M2
📞

Amazon Connect GTM

I1.2 | M1
🔗

Fusion CX Integration

I2.2 | M2
🏥

Healthcare Partners

I3.1 | M3
🦁

Project Leo

I1.3 | M1
🏥

Healthcare GTM

I2.3 | M2
💰

FinServ Partners

I3.2 | M3
🔵

OpenAI Partnership

I4.1 | M4
🎯

x.ai Partnership

I4.3 | M4
🔍

Perplexity Partnership

I4.4 | M4
🔷

Google Gemini Partnership

I4.5 | M4
📐

Anthropic Partnership

I4.2 | M4
🟠

AWS Bedrock Partnership

I4.6 | M4
📋

Rekencile: Production Ready for 1000 Users

GOAL-1000 |
📋

PoC #1: Flexpa Insurance Aggregator

FLEXPA-1 | GOAL-1000
📋

PoC #2: Plaid HSA/FSA Bank Aggregation

PLAID-1 | GOAL-1000
📋

PoC #3: Cost Estimation DIY

COST-1 | GOAL-1000
📋

Get Flexpa sandbox API keys

FLEXPA-I1 | FLEXPA-1
📋

Build Flexpa Link test flow

FLEXPA-I2 | FLEXPA-1
📋

Connect Aetna via Flexpa vs existing OAuth

FLEXPA-I3 | FLEXPA-1
📋

Get Plaid sandbox keys

PLAID-I1 | PLAID-1
📋

Link test HSA account

PLAID-I2 | PLAID-1
📋

Match HSA transactions to EOBs

PLAID-I3 | PLAID-1
📋

Pull 5 existing EOBs from DynamoDB

COST-I1 | COST-1
📋

Build claim summary view

COST-I2 | COST-1
📋

Add payment tracker

COST-I3 | COST-1
📋

Phase 1: Security Foundation

SEC-1 | GOAL-1000
📋

Phase 2: Reliability & Performance

REL-1 | GOAL-1000
📋

Phase 3: Testing & Operations

QA-1 | GOAL-1000
📋

AWS Quick Suite GTM

I1.4 | M1
📋

Executive Alignment

I1.5 | M1
📋

Sync with sales and marketing and get alignment

I1.1-T2 | I1.1
📋

Setup cosell sample meetings

I1.1-T3 | I1.1
📋

Setup process for cosell meetings

I1.1-T4 | I1.1
📋

Create marketing assets

I1.1-T5 | I1.1
📋

Create demandgen mechanism

I1.1-T6 | I1.1
📋

Create a dedicated AWS offer

I1.1-T7 | I1.1

analyzing (0)

ongoing (1)

🎯

$100M Revenue Influence

ROOT |

done (1)

📋

Exec approval

I1.1-T1 | I1.1

blocked (0)

🟠 M1 AWS Partnership not_started 10% -
🤖 M4 AI Partnerships not_started 0% -
⚪ M3 NOVA Partnership not_started 0% -
🔴 M2 Oracle Partnership not_started 0% -
🔄 I1.1 Reset Cosell Process not_started 50% M1
🛒 I2.1 Retail GTM not_started 0% M2
📞 I1.2 Amazon Connect GTM not_started 0% M1
🔗 I2.2 Fusion CX Integration not_started 0% M2
🏥 I3.1 Healthcare Partners not_started 0% M3
🦁 I1.3 Project Leo not_started 0% M1
🏥 I2.3 Healthcare GTM not_started 0% M2
💰 I3.2 FinServ Partners not_started 0% M3
🔵 I4.1 OpenAI Partnership not_started 0% M4
🎯 I4.3 x.ai Partnership not_started 0% M4
🔍 I4.4 Perplexity Partnership not_started 0% M4
🔷 I4.5 Google Gemini Partnership not_started 0% M4
📐 I4.2 Anthropic Partnership not_started 0% M4
🟠 I4.6 AWS Bedrock Partnership not_started 0% M4
📋 GOAL-1000 Rekencile: Production Ready for 1000 Users not_started 0% -
📋 FLEXPA-1 PoC #1: Flexpa Insurance Aggregator not_started 0% GOAL-1000
📋 PLAID-1 PoC #2: Plaid HSA/FSA Bank Aggregation not_started 0% GOAL-1000
📋 COST-1 PoC #3: Cost Estimation DIY not_started 0% GOAL-1000
📋 FLEXPA-I1 Get Flexpa sandbox API keys not_started 0% FLEXPA-1
📋 FLEXPA-I2 Build Flexpa Link test flow not_started 0% FLEXPA-1
📋 FLEXPA-I3 Connect Aetna via Flexpa vs existing OAuth not_started 0% FLEXPA-1
📋 PLAID-I1 Get Plaid sandbox keys not_started 0% PLAID-1
📋 PLAID-I2 Link test HSA account not_started 0% PLAID-1
📋 PLAID-I3 Match HSA transactions to EOBs not_started 0% PLAID-1
📋 COST-I1 Pull 5 existing EOBs from DynamoDB not_started 0% COST-1
📋 COST-I2 Build claim summary view not_started 0% COST-1
📋 COST-I3 Add payment tracker not_started 0% COST-1
📋 SEC-1 Phase 1: Security Foundation not_started 0% GOAL-1000
📋 REL-1 Phase 2: Reliability & Performance not_started 0% GOAL-1000
📋 QA-1 Phase 3: Testing & Operations not_started 0% GOAL-1000
📋 I1.4 AWS Quick Suite GTM not_started 0% M1
📋 I1.5 Executive Alignment not_started 0% M1
📋 I1.1-T1 Exec approval done 100% I1.1
📋 I1.1-T2 Sync with sales and marketing and get alignment not_started 0% I1.1
📋 I1.1-T3 Setup cosell sample meetings not_started 0% I1.1
📋 I1.1-T4 Setup process for cosell meetings not_started 0% I1.1
📋 I1.1-T5 Create marketing assets not_started 0% I1.1
📋 I1.1-T6 Create demandgen mechanism not_started 0% I1.1
📋 I1.1-T7 Create a dedicated AWS offer not_started 0% I1.1