V360 Task Board

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Call Pierre - Get MSA Signed

Text Pierre the MSA signing link directly to his phone (954-709-8115). Email to drtallerie@yahoo.com failed - Yahoo blocked it. LINK: https://v360ai.com/crm/sign_document.php?token=bd9658c495dfca9283c9dd4bfd5f7037b11125880fade943e548acf097455731. Once he signs, flip BBMC to Active and start the build on bbmc104.com.

👤 Ben Boynton Beach Medical Center 📅 Jul 17

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Register BBMC Domain (bbmc104.com)

Domain bbmc104.com purchased by Laura. DNS needs to point to 132.148.99.136.

👤 Laura Boynton Beach Medical Center 📅 Jul 18

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Set Up BBMC PBX Extension

Create new NuSo extension for BBMC. Same setup as PHR ext 999 and SFM ext 222. Need: extension number, password, from-number for SMS.

👤 Cesar Boynton Beach Medical Center 📅 Jul 18

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Deploy BBMC CRM on bbmc104.com/crm/

Install the BBMC CRM (5 tables already built) on the bbmc104.com domain so Pierre can access it at bbmc104.com/crm/

👤 Guy Boynton Beach Medical Center 📅 Jul 18

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Build V360 Business Plan and Marketing Strategy

Research and document execution plan for V360: marketing, onboarding, HR, growth strategy. Make it a living document in the CRM.

👤 Guy 📅 Jul 20

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Set Up Google Workspace Email for bbmc104.com

Create info@bbmc104.com via Google Workspace. Laura has GoDaddy access to verify domain. This fixes the Yahoo spam problem too.

👤 Laura Boynton Beach Medical Center 📅 Jul 18

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Build SFM Business Plan in CRM

Build mortgage-specific business plan: HELOC tools, lead capture, nurture workflow, revenue tracking. All inside SFM CRM.

👤 Guy 📅 Jul 19

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Tie All 4 SaaS to Their Websites

Ensure each company CRM is accessible from its website and vice versa. PHR, SFM, BBMC, Rx Spot all connected.

👤 Guy 📅 Jul 19

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Google Workspace Email Setup for bbmc104.com

Laura needs to verify domain on GoDaddy and set up Google Workspace. Text sent to Laura 07/18 1:17 PM. FOLLOW UP if no response by 07/19 10AM.

👤 Laura Boynton Beach Medical Center 📅 Jul 19

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Rx Spot: Tier Pricing System

Admin creates pricing tiers, sets product prices per tier, assigns med spas to tiers.

👤 Guy The Rx Spot 📅 Jul 19

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Get BBMC PBX Texting Credentials

Ben to provide NuSo PBX login credentials for BBMC texting number. Needed before texting campaigns can start.

👤 Ben Boynton Beach Medical Center 📅 Jul 20

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BBMC PBX Texting Credentials

Ben providing BBMC PBX texting credentials. BBMC PBX is NOT on our NuSo account. Text sent to Laura asking about this.

👤 Ben Boynton Beach Medical Center 📅 Jul 20

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Wire BBMC PBX to CRM for Patient Texting

Once PBX credentials are provided, wire the texting number to BBMC CRM so patient SMS works from the CRM.

👤 Guy Boynton Beach Medical Center 📅 Jul 21

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Fix Command Center Tabs (Actions/Blueprint/Live)

Replace standalone HTML pages with PHP pages pulling live DB data. All 3 pages now live at /crm/actions.php, /crm/blueprint.php, /crm/live.php

👤 Guy 📅 Jul 17

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Full V360 Site Audit

Audit all 20 pages on v360ai.com. All return 200. No broken links. Old command-center URLs redirected to new PHP pages.

👤 Guy 📅 Jul 17

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Build Onboarding Pipeline System

Build pipeline.php with auto-activation: when a step is marked done, next step automatically activates. Live at /crm/pipeline.php

👤 Guy 📅 Jul 17

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BBMC Website Optimization

Review and upgrade bbmc104.com website. Ensure it looks professional and connects to BBMC CRM.

👤 Guy 📅 Jul 19

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Upgrade V360 Visuals

Modernize CRM dashboard, war room, and homepage with wallboard vibe. Better colors, animations, data visualization.

👤 Guy 📅 Jul 20

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Wire PBX to BBMC CRM

Once texting credentials received, wire PBX to BBMC CRM for patient SMS messaging.

👤 Guy Boynton Beach Medical Center 📅 Jul 21

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Build BBMC Patient Booking Page

Add online appointment booking to bbmc104.com so patients can schedule online. Connects to BBMC CRM appointments table.

👤 Guy Boynton Beach Medical Center 📅 Jul 22

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Build BBMC Patient Booking Page

Build public-facing booking page where patients can self-schedule appointments online.

👤 Guy Boynton Beach Medical Center 📅 Jul 22

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SFM Business Plan in CRM

Build SFM business plan page in SFM CRM with revenue model, marketing strategy, growth targets.

👤 Guy Standard Florida Mortgage 📅 Jul 22

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V360: Daily 6PM Accountability Report

Automated daily report at 6PM ET showing: new leads, closed deals, jobs completed, revenue, open tasks.

👤 Guy Pro Handyman Renovation 📅 Jul 22

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Claim Google Business Profile for BBMC

Claim and optimize BBMC Google Business Profile. Address: search Google for Boynton Beach Medical Center listing.

👤 Guy Boynton Beach Medical Center 📅 Jul 23

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Claim Google Business Profile for BBMC

Claim and verify Google Business Profile for Boynton Beach Medical Center.

👤 Guy Boynton Beach Medical Center 📅 Jul 23

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Set Up BBMC Review Engine

Auto-text patients 2 hours after appointment asking for Google review. Needs PBX texting live first.

👤 Guy Boynton Beach Medical Center 📅 Jul 24

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Build BBMC Welcome Email Sequence

New patient welcome email series (3 emails over 7 days). Needs Google Workspace email live first.

👤 Guy Boynton Beach Medical Center 📅 Jul 25

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BBMC Website Reveal Call with Pierre

Show Pierre the live website, CRM, phone system, and patient booking. Get his feedback and confirm satisfaction.

👤 Ben Boynton Beach Medical Center 📅 Jul 26

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📋 Task Board

✏️ Editing: Build V360 Business Plan and Marketing Strategy