| 2026-10-07 | Activity | Other Task (from next action) | Completed: Discuss timing of meetings with the family. | โ | Edit |
| 2026-08-24 | Activity | Other Task (from next action) | Completed: discuss w/ JM again regarding cash flow gift | โ | Edit |
| 2026-08-12 | Activity | Other Task (from next action) | Completed: check back in about meeting โ discussed w JM - not now | โ | Edit |
| 2026-08-12 | Activity | Other Task (from next action) | Completed: check in about QI person | โ | Edit |
| 2026-06-15 | Activity | Other Task (from next action) | Completed: check in with JM about sale status, meeting status โ PSA done | โ | Edit |
| 2026-06-11 | Stage | Stage: Qualification โ Cultivation | | | |