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UBI Works — Email Pipeline, T4 Tax, Ottawa Meetup Planning

3 min read

UBI Works — Email Pipeline, T4 Tax & Ottawa Meetup (May 7, 2026)

Participants

  • ken-yang (Ken)
  • liam-wilkinson (UBI = Liam Wilkinson)
  • Frank Peddle (frank-peddle) — mentioned re: T4 / donation bank details
  • Brendan — mentioned re: Ottawa meetup venue suggestions
  • David — mentioned re: CRA account access

Quick Recap

Ken and Liam discussed email marketing initiatives, donation setup, Action Network compliance, and a tax matter. [Source: Zoom meeting summary, zoom@ubiworks.ca, 2026-05-07]

Key Topics

Email Pipeline Development

  • Ken drafting sign-up emails and building a new pipeline for both UBI Works and another project (UBR Works). [Source: Zoom summary, 2026-05-07]
  • Liam and Ken discussed welcome email sequences — Ken to draft additional emails covering major talking points + personal letters from both of them. [Source: Zoom summary, 2026-05-07]
  • Ken to draft intro email for UBR Works and share with Liam for feedback. [Source: Zoom summary, 2026-05-07]

Action Network Migration & Donation Setup

  • Liam setting up donation functionality; waiting on bank details from Frank Peddle before testing the donation Zap. [Source: Zoom summary, 2026-05-07]
  • Liam working on spam compliance for Action Network — unsubscribe process must be easier; deadline Feb 15 (hard) with goal to switch one week before (the “15th”). [Source: Zoom summary, 2026-05-07]

Learning Journey Structure

  • Liam suggested defining a clear content arc for the learning journey they’re building. [Source: Zoom summary, 2026-05-07]

T4 / Amended Tax Matter

  • Frank received an amended T4 form; Ken and Liam need to determine proper filing requirements. [Source: Zoom summary, 2026-05-07]
  • Liam to investigate CRA account access with David to resolve the T4 situation. [Source: Zoom summary, 2026-05-07]

Ottawa Meetup

  • Ken to send group email to Liam, Frank, and Brendan with Ottawa meetup details. [Source: Zoom summary, 2026-05-07]

Action Items

Ken Yang

  • Share the new email pipeline in the marketing channel. [Source: Zoom summary, 2026-05-07]
  • Send draft UBR Works intro email to Liam for review. [Source: Zoom summary, 2026-05-07]
  • Draft additional emails covering major talking points; prepare personal letters from both Ken and Liam for the email chain. [Source: Zoom summary, 2026-05-07]
  • Send group email to Liam, Frank, and Brendan with Ottawa meetup details. [Source: Zoom summary, 2026-05-07]
  • Wait for amended T4 from Frank by mail; determine next steps for income tax return amendment. [Source: Zoom summary, 2026-05-07]

Liam Wilkinson

  • Complete setup and testing of donation Zap once bank details received from Frank. [Source: Zoom summary, 2026-05-07]
  • Update spam compliance process for Action Network (easier unsubscribe); complete switch by Feb 15 (hard deadline). [Source: Zoom summary, 2026-05-07]
  • Investigate CRA account access with David to resolve the amended T4 situation. [Source: Zoom summary, 2026-05-07]
  • ken-yang — email pipeline, Ottawa meetup coordination, T4 filing
  • liam-wilkinson — Action Network compliance, donation Zap, CRA investigation
  • frank-peddle — holds donation bank details; received amended T4
  • ubi-works — organizational context

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