Weekly UI/UX

Date: 2025-12-22 · Duration: 77.13999938964844 min Organizer: Nader Attendees: Nader, Raymond, nathan.d.dutoit@gmail.com, Mike

Summary

  • Dashboard Development: New master dashboard targets January deployment, consolidating KPIs and metrics for better decision-making.

  • User Engagement Tracking: Plans to integrate login and feature interaction data aim to enhance user engagement insights.

  • Commission Features Rollout: Upcoming production release includes commission features; some EMS data remains unreliable and will be temporarily hidden.

  • Partner Outreach Strategy: Focused on LinkedIn and Apollo for targeted partner acquisition, emphasizing warm introductions over cold emails.

  • Fundraising Preparation: Updated pitch deck due early January, including revenue highlights from December’s $4 million processing volume.

  • Team Coordination: Prioritizing fewer high-impact projects and maintaining flexibility in fundraising and marketing efforts for better execution.

Action Items

  • Nader Atrchin Revise and finalize commission dashboard and related QA before production deployment (18:50) Build and enhance master dashboard integrating various KPIs and logins, including usage metrics from PostHog (10:23) Share notebook and GitHub boards with Michael and team for comments, prioritization, and alignment Develop and implement blog post publishing framework on the website, coordinating design with Raymond (42:23) Organize and prioritize data room, pitch deck, and master portal goals related to financial snapshots and partnership metrics (01:09:20) Prepare video and email updates on commission releases for partner channels (01:12:54) Schedule follow-ups with key partners Mason and Jacob for feedback and pitches in early January (01:11:50) Create plans to transition and scale LinkedIn and Apollo outreach strategies with Michael and external campaigns (01:06:41)

Michael Wright Review commission dashboard in staging and confirm data accuracy prior to production release (01:14:09) Add comments and edits to pitch deck slides; collaborate on morning team presentation (58:12) Take lead on LinkedIn partner search and outreach lists, possibly creating refined contact lists from Apollo and Sales Navigator data (01:07:21) Evaluate and add suggestions to Lending Valley article for publication and sharing as first blog post (01:08:01) Manage partner update email templates and coordinate with Nader on Slack channel communications (01:12:54) Work with Nader on prioritizing GitHub board activities and tasks (01:10:18) Join follow-up calls with Nader for progress and discussions as needed (01:15:41)

Raymond Design the blog post UI/UX integration framework for publishing articles on the website (42:23)