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UBI Works Sprint Pipeline & Ottawa Event Planning

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UBI Works Sprint Pipeline & Ottawa Event Planning

Date: 2026-06-16
Participants: Ken Yang, Liam Wilkinson (UBI), Floyd Marinescu
Source: UBI Works Personal Meeting Room (Zoom AI summary) [Source: zoom@ubiworks.ca, gmail_id 19ed131bbd08dd79, 2026-06-16]

Quick Summary

Ken and Liam presented a new sprint pipeline process to address feelings of being spread too thin. They simplified from epics to goals with flexible sprint durations. The team reviewed updates to the welcome email series and Mailchimp/Squarespace/Typeform integrations. Planning for the Ottawa Monopoly-themed event was a major focus. [Source: Zoom summary, gmail_id 19ed131bbd08dd79, 2026-06-16]

Sprint Pipeline Restructuring

  • Ken and Liam created a new sprint pipeline to prevent overcommitment across projects [Source: Zoom summary, 2026-06-16]
  • Changed from epics to goals with flexible sprint durations based on task complexity (not fixed 7-day cycles) [Source: Zoom summary, 2026-06-16]
  • Maximum two goals per sprint — focus is maintained [Source: Zoom summary, 2026-06-16]
  • Sprint rituals during standup meetings [Source: Zoom summary, 2026-06-16]
  • Liam to highlight sprint plan to Floyd and invite his input [Source: Zoom summary, 2026-06-16]

Email Marketing & Tech Integrations

  • UBI Works series is up to 9 episodes, automated on Action Network with updated emails [Source: Zoom summary, 2026-06-16]
  • Found one website form not linked to Mailchimp → ~200 missed signups → created a “missed sign-up” email for those contacts [Source: Zoom summary, 2026-06-16]
  • New welcome emails and PDF briefs created by mariusz-wiśniewski (currently on leave following his marriage) [Source: Zoom summary, 2026-06-16]
  • New pop-up system for website using Mailchimp — all visitors receive same intro email; set pop-up trigger to 60 seconds on page (agreed by Floyd and Ken — qualified leads don’t need immediate engagement) [Source: Zoom summary, 2026-06-16]
  • Technical integrations: Typeform → Squarespace → Mailchimp; some connections missing and need to be addressed [Source: Zoom summary, 2026-06-16]

Ottawa Monopoly Talk Planning

  • Ken and Liam planning upcoming Ottawa talk with Monopoly rule changes as framing [Source: Zoom summary, 2026-06-16]
  • Template for partners showing current rules, proposed modifications, and principles being demonstrated [Source: Zoom summary, 2026-06-16]
  • Brainstorm session scheduled for the following day at 10 AM (Ken + Liam) [Source: Zoom summary, 2026-06-16]
  • Friday deadline for completing Ottawa talk preparation [Source: Zoom summary, 2026-06-16]
  • Liam taking responsibility for venue logistics + refreshments (coffee, tea, snacks) [Source: Zoom summary, 2026-06-16]
  • Social media posts planned to boost event signups [Source: Zoom summary, 2026-06-16]
  • Decision between full presentation, video on physical board, or hybrid digital approach not yet made [Source: Zoom summary, 2026-06-16]

Action Items

Ken:

  • Export “yes” responses from recent Typeform sign-ups and add to Mailchimp [Source: Zoom summary, 2026-06-16]
  • Set up Zapier integration for future Typeform sign-ups [Source: Zoom summary, 2026-06-16]
  • Create and send semi-complete suggestion/instructions to partner presenters for Ottawa talk [Source: Zoom summary, 2026-06-16]

Liam (UBI):

  • Update Mailchimp pop-up trigger to 60 seconds on page [Source: Zoom summary, 2026-06-16]
  • Send “missed sign-up” email to newly added Typeform contacts [Source: Zoom summary, 2026-06-16]
  • Take over organizing refreshments (coffee, tea, snacks) for Ottawa event [Source: Zoom summary, 2026-06-16]
  • Update sprint board with new goal: prep all materials for Ottawa talk, deadline Friday [Source: Zoom summary, 2026-06-16]
  • Ask Floyd if he wants to be an active participant in the new sprint process [Source: Zoom summary, 2026-06-16]

See Also

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