Daily Actions / Sarah

Confirm Zoom link before 1:45 PM. Review your positioning on AI Strategy in Healthcare. 90-min call with Kathryn Reynolds, Susan Herman, Dan Taylor (Cornell). Have a crisp 2-sentence framing of your role in this initiative.

Matthew Zachary offered April 9/10/16/17 for in-person recording at his Penn Station studio (weekday after 5 PM). Draft staged proposes April 9 with April 10/17 as backups. Open the Gmail draft and hit Send. 2 min.

API quota resets at midnight Pacific. Run in Terminal: cd ~/Desktop/ChiefofStaff2026 && python3 .scripts/youtube_upload.py --playlist-only. Expected: Done. Assigned: 7 | Skipped: 12. Then verify in YouTube Studio that all 19 videos are in their correct playlists.

Scoped to discovery, not proposal close. Align on training needs, org size, pain points. Reed resets anchoring strategy after call. No hard ask Friday.

Sloane is confirming the live submission portal and building the copy-paste kit. When she flags it ready, open the form and paste in your answers. Same canonical talk: The Patient We Never Designed For. ~10 min total. No deadline confirmed yet.

Sloane is confirming the live submission portal and building the copy-paste kit. When she flags it ready, open the form and paste in your answers. Same canonical talk: The Patient We Never Designed For. ~10 min total. No deadline confirmed yet.

Sloane is confirming the live submission portal and building the copy-paste kit. When she flags it ready, open the form and paste in your answers. Same canonical talk: The Patient We Never Designed For. ~10 min total. No deadline confirmed yet.

Go to cloudinary.com, sign up for free tier (25GB storage/mo). Dashboard > copy Cloud Name, API Key, API Secret. Paste into Credentials/cloudinary_creds.txt (3 fields, placeholders already there). This unblocks all native LinkedIn video posts via Buffer.

Ivan identified 5 no-email stub records from conference uploads. Real records are intact. Open each link and delete: (1) Laura Marquez: /record/0-1/447359226560 (2) Sudandra Ratnasamy: /record/0-1/448697585361 (3) Shanti Smith-Copeland: /record/0-1/448763018945 (4) Zain Ismail stub A: /record/0-1/447323497209 (5) Zain Ismail stub B: /record/0-1/448548715253. All at app.hubspot.com/contacts/244788513/.

17 of 19 thumbnails are deployed at Deliverables/2026-03-11/YouTube_Thumbnails/. Two placeholders (thumbnail_XX01.jpg and thumbnail_XX02.jpg) need correct video titles. Drop the titles in a note to Ivan and he regenerates both in under 5 min.

Confirm receipt of blog post, LI newsletter version, 14-post Buffer pack, and all video scripts for the week. Flag anything missing before Tuesday deploy.

Use the LI newsletter version Travis delivered. Attach a colorful, high-energy photo thumbnail. Publish directly from LinkedIn Newsletter.

Use Travis video scripts. Record podcast episode plus all social video clips. Edit and export. Travis video placement guide (delivered Tuesday) tells you where each clip goes in Buffer posts.

Whitney loads the Gmail draft into HubSpot by 7 AM. Your steps: (1) HubSpot > Marketing > Email. (2) Confirm subject, preview text, body. (3) From: sarah@drsarahmatt.com. (4) List: The Sarah Matt Briefing. (5) Send Test to yourself. (6) Check mobile preview. (7) Hit Send. Travis fires LinkedIn promo post once confirmed.

Travis delivers which clips go into which Buffer posts for the week. Review and confirm placement so videos are attached to the correct scheduled posts.

Travis delivers the full episode title, description, and show notes. Log into Buzzsprout, upload the recorded file, paste Travis copy, set publish date to Wednesday, and schedule.

Review outstanding invoices, confirm payments received, flag any overdue. Reconcile against Maya's revenue tracker. 20 min hard cap.

Send Travis the raw inputs for next week: topic angles, any clinical insights or personal stories, upcoming events/appearances to reference. Earlier you send, better the output.

Sloane refined all 14 answers. Open the file, check for voice accuracy, approve and return to European HHM. File: EuropeanHHM_Interview_Refined.docx in your folder.

Log in and register for AMIA Annual Symposium 2026.

Book flights and hotel. Check conference hotel block first.

Session 1 recorded March 10. Schedule Sessions 2, 3, 4 on: March 18, March 24, March 31. Add calendar blocks. Notify Ivan of each date so he preps Riverside setup.

CAPTCHA blocks automation. Sarah must submit both forms manually. Links are staged. 5 min per form.

Piper’s Module Breakdown v1.0 is finalized. Lesson 1.1 framework in progress. Review Piper’s draft, inject your clinical examples and personal anecdotes. Tier Sort activity needs 10 real examples from your experience. Schedule 30-min session with Piper this week.

D5 (The Clinical Signal, Anti-Pitch Guide for CMO/CMIO conversations) is built and ready. Draft the send email, attach Ursamin_D5_ClinicalSignal_v1.0.docx from Deliverables/2026-03-15/Ursamin/, and send. Completes Phase 2 delivery.

D6 (Sales Playbook) and D7 (Acceleration Proofs) are built and ready. Draft the Phase 3 send email, attach both docs from Deliverables/2026-03-15/Ursamin/, and send. Check contract for Phase 3 payment milestone: if an invoice is owed, issue it the same day.

Browser UI only. Go to HubSpot > Contacts > Lists. Archive lists 21, 26, 28, 29. These are stale; do not send to them.

Ivan has staged updated About page copy. Review and confirm before he deploys. Check tone, credentials listing, and speaking bio section.

Ivan needs Sarah to verify Calendly link is active (https://calendly.com/sarahmattmd) before embedding on drsarahmatt.com/book. Test one booking flow.

Script: GrandRounds_Apr8/SeeingTheBiggerPicture_SpeechScript.md • "Seeing the Bigger Picture" • 25 slides, 45 min + Q&A • Prep brief and run-of-show in progress. See task-118 for your prep action.

Script: Talk_45min_Cornell_Weill_Optho_v2.0.md • "The Patient We Never Designed For" • 33 slides, 46-47 min • Three venue inserts; confirm Weill Cornell insert is locked. AV requirements + honorarium paperwork pending.

Whitney built the prep brief for SUNY Upstate Grand Rounds (Apr 8) and Weill Cornell keynote (Apr 11): run-of-show, key stats, Q&A kit, slide cues, venue insert checklist. Review, flag corrections, confirm venue insert C is locked on Cornell v2.0 script.

Session 1 complete (Mar 10). Riverside.fm export ready. Schedule and record Sessions 2 (Mar 18), 3 (Mar 24), 4 (Mar 31). Ivan preps each session; Piper owns scripting.

Jade sent pitch. Waiting on Rebecca Woods reply. Once she responds, Sarah gives go/no-go in 24 hours. No action until reply received.

Contract sent. $7,500 strategic consulting engagement. Reed monitoring. If no signature by March 18, Reed sends follow-up. Sarah needs to nudge if deal goes cold.

Script complete. Invest Kingston appearance March 25. Block a 2-hour dress rehearsal session the week of March 23. Tell Whitney your preferred time slot and she adds the calendar block. No other action needed from you.

Sloane drafted all Q&A responses. Confirmation draft staged. Open the draft, check for voice accuracy, edit if needed, then send. March 27 deadline is firm.