Bay Street Lending — Meeting Agenda

Urgent Active / Unresolved

Instagram Verification Code

Carmine says 2FA is off, but it's still prompting for a code. Lexie followed up this morning and proposed an 11:30 AM PST call to get it sorted.

Confirm call time or get the 6-digit code live on this call

Salesforce Pending

Confirm Marketing Module Access for Anthony

Carmine shared a screenshot claiming Anthony already has access, but Anthony originally flagged it as still needed. Needs live confirmation.

Anthony to confirm on-screen whether access is actually working

Schedule Salesforce Workflow / Email Automation Call

Carmine agreed to hop on a call to review the Salesforce workflow and email automations, but nothing has been scheduled yet.

Lock in a date and time before this meeting ends

Attribution Not Scheduled

Schedule Attribution Setup Call

The team requested a call to discuss better attribution for organic vs. paid traffic. No call has been scheduled yet.

Schedule a dedicated session or bundle it with the Salesforce call

Rebrand On Hold

Rebrand Decision: Bay Street Capital

On hold until CRM, email domains, and legal/compliance are sorted. The team is ready to update ads, listings, and assets whenever the green light is given.

Status check from Carmine on blockers; estimated timeline for green light

Reddit Ads Appeal in Progress

Reddit Ads Paperwork / Appeal Status

Reddit rejected the ads and paperwork was requested. The appeal was started, but no update on whether Bay Street has provided the required docs.

Update from Carmine on whether required docs have been submitted

Meeting Wrap-Up

Recap action items and owners

Confirm deadlines for each open item

Schedule any follow-up calls agreed to during this meeting