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Pending (789)
plz take a look at pmp_master phone from sj. still the extra 1 issue: <https://docs.google.com/spreadsheets/d/1F7aYCeETCR7Z59BW2ZJdQcJc1i0-W3TxYVcXg2POdc0/edit?pli=1&gid=1045855200#gid=1045855200|https://docs.google.com/spreadsheets/d/1F7aYCeETCR7Z59BW2ZJdQcJc1i0-W3TxYVcXg2POdc0/edit?pli=1&gid=1045855200#gid=1045855200> `+pmp`
plz design the website for <http://rosydecorusa.com|rosydecorusa.com> which will be redirected to <http://sonkuki.com|sonkuki.com> `+sonkuki`
- `+wellgreens` - Create Wellgreens 'coming soon' delivery pages for new territories โ Create 'coming soon' delivery pages for Mission Valley, City Heights, Gaslamp, and Santee. Target launch date is July 10. Switch to live on July 10.
could we install pixel and google tag manager to <https://tranquil.healthcare/>, along side of the server side tracking `+tranquil`
update `+pmp` <https://pmp.brandrap.com/tox> page. SQL table '*cpr_tox_revenue_month*' added new columns about revenue per unit, and quantity for each product type <https://docs.google.com/spreadsheets/d/1itgWLSXy3leJRdI8e86x-uKbx0DucSJYzEBr8XoOQ00/edit?gid=406638209#gid=406638209|docs.google.com/...>
Invite as a team member to firecrawl's new <https://www.firecrawl.dev/blog/firecrawl-monitoring-launch|/monitoring> so it can keep being applied for costfinder.
we need to gameplan <http://sandiegopersonaltraining.com|sandiegopersonaltraining.com> `+melita`
instruction for `+pmp` fto & laps patinet landing pages design guideline
for `+tranquil` they dont have a google ads account, we can start building our own; i would say under a t7x MCC so all client from them will be under it; they are getting us to their social ads soon; below are the plan <https://tranquil-report.vercel.app/google-ads>
`+epoche` meta ads on hold. we need to tighten up our google ads plan and resend for approval
please update the `+wellgreen` landing page to also save to SQL br_conversation_master table on br_client_main_lw db at BR LW service (72.52.161.65) with utm fields, use company_name = wellgreens.store;
Continue supporting heliogold - Mariella: Iโll be out of the office this entire week. Could you please set Fabiana Jimรฉnez as the contact owner for incoming leads during this time so she receives the notifications? Once Iโm back, we can switch it back to me.
`+ridha` and `+genesis` will launch hrt services soon; we would need to create ads campaign for them, knowing hrt ads are tricky, we might need a new website and potentially a separate ad account so it doenst get suspended like ALC, see meeting note for more detail
Confirm Yelp business access for Wellgreens โ Confirm Wellgreens Yelp business access is set up and accessible for the team.
Deliver PPC test wrap-up report with ROAS calculations and customer segmentation โ Include projected ROAS/ROI calculations using historical transaction data, LTV, visit frequency, AOV, and lead-to-customer conversion rates. Also categorize converted leads by last visit date (120 days, 12 months, 24+ months) to distinguish win-back tiers.
Set up a delivery 'coming soon' interest list page for Encinitas โ Similar to what was done for Medleaf โ capture interest before the May 4th Encinitas delivery launch.
Upload 420 deals to GMBs and per-store pages โ Post the 420 deals (which vary by location) to the GMBs and per-store website pages.
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ccount under crm_email_staging is keep introducing new account variances, could you confirm which one will be used? we need it to keep only one version per account and not changing overtime which is important for our mapping "<mailto:genesis-medspa@brandrap.co|genesis-medspa@brandrap.co>" "<mailto:genesismedspa@brandrap.co|genesismedspa@brandrap.co>" "<mailto:greenspring@brandrap.co|greenspring@brandrap.co>" "<mailto:greenspringaesthetics@brandrap.co|greenspringaesthetics@brandrap.co>" "<mailto:drridha@brandrap.co|drridha@brandrap.co>" "<mailto:ridha@brandrap.co|ridha@brandrap.co>" "<mailto:mirabile@brandrap.co|mirabile@brandrap.co>" "<mailto:mirabilemd@brandrap.co|mirabilemd@brandrap.co>"
need your help creating an apple business account for `+wellgreens`
Build drop-off and IP data visualizations for the current landing page funnel โ Sam confirmed the data already exists โ just needs to be surfaced in Mariela's view so the team can see where users are dropping off.
Develop and share designs with alternative logo color options for review โ Develop and share designs with alternative logo color options for review
Clean up uptime monitor integration in Hub โ Make it so adding a website to Hub automatically adds an uptime monitor. Also fix the false alert issue.
Implement Hub changes and push to staging โ Build the discussed updates: add title field, type/tag, and favorite/star function to notes; show task creator on tasks; build out the account manager dashboard layout per the session. Share the staging link with Omar for UI review once ready.
Test SC Injectable lead nurturing emails and send to Judith for approval โ Check test emails and confirm all links work, then send to Judith (the approver) before publishing.
Investigate Facebook/Instagram access discrepancy for Mariela
Send Mike screenshots of David's Plumbing GSC โ David's Plumbing recently switched to Scorpion and their rankings are already dropping. Mike wants to see the GSC data.
send info for PS lapsed patients
test
, Rescore Approved the monthly budget of $1000 for social ads, lets have some creatives and campaign ready, then we will send to Steve to review; the more advanage marketing package will take longer but we can start simple
We need the following from you Priority from highest to lowest for PPC 1. ST Geogre Landing Page, we need it for PPC as it needs the property detail, we will drive traffic from both fb + google ads 2. WellGreen Landing Page redo, we need it for PPC as it will be pure google ads and we need it to be approved by google 3. Rescore: we can do facebook form for now until the landing page is built, game plan: <https://docs.google.com/document/d/1vLApjHDYrj5NisoKajmBZ9U9M9cx5MAVkFpNDzH8sy0/edit?tab=t.1d1joxe6twss#heading=h.lfw8rbv413bj|docs.google.com/...> 4. Water Technique: we can do facebook form for now until the landing page is built; we plan to mainly run FB form as the high end home owner is more budget friendly to run form submission on fb form than google ppc;
for wellgreen, we need to remove any mention of specific type of products, the google is still disapprove the site, i ran the content on the landing page, and it is saying this <https://sandiego-wellness.com/> Because the text you pasted uses _industry-specific terms_ that, in California, are strongly associated with regulated cannabis retail: โLegal adult-use,โ product categories like โflower, edibles, concentrates,โ and the repeated requirement to โshop in person with valid ID (21+)โ (which mirrors adult-use cannabis age rules). In particular, โAdult-Use Cannabisโ is a defined concept in California local/state regulatory frameworks meaning cannabis products for people 21+ without a physician recommendation, and your copy matches that framing closely. Also, โcannabis concentrateโ and โedible cannabis productโ are formal regulatory terms used in Californiaโs cannabis regulations, and your page uses those same category labels. That said, from the pasted text alone I canโt verify the business is actually licensed or selling cannabis legallyโI can only infer the intent/category based on the terminology and age-gating language. If you want to confirm legitimacy, the next step is to check for license numbers/retailer identity on the site or verify the retailer in Californiaโs licensing resources.
MMD March Email
ALC March Email
need your help importing these data into this GHL <https://drive.google.com/drive/folders/1C4FbF3n_dEa5CwzDQrtptWmiwNsFPpj1?usp=drive_link|drive.google.com/...> - <https://app.gohighlevel.com/v2/location/HAgNKQ7JyKTBbKxPCUP9/dashboard|app.gohighlevel.com/...> - `+rescore`
update FB & IG bios
ALC | March Ad Copy
- <https://www.schaefair.com/> is launched please run SF, GSC, and Speed tests `+schaefair`
fyi Alex is going to to send over UX outline and screen-by-screen content items by EOD Wednesday
please create
Follow up with Jungle Boys regarding reciprocal backlink arrangement for mutual SEO benefits
Follow up with team to remove outdated photos from Google Business Profiles to maintain consistent branding
Call George to expedite the internal email and domain coordination for Medley GBP
Submit and monitor tickets for utility bill appeals, and continue engagement with support under the new process
Send John presentation on the PVC game plan and draft site structure
Clear cookies to verify Google Maps pin behavior and photo updates were successful
Send Altitude Team the utility email address necessary for Medleyโs GBP setup
Complete additional pages and accessibility updates for Sanitas GBP, targeting mid-January launch
Confirm receipt of presentation and draft site files from Altitude Team for review
Coordinate with marketing on Q1 design assets and confirm any new dimensions needed for e-commerce themes
Confirm that John has access to the marketing creative folder and resend invitation if needed
Coordinate scheduling for the next meeting and send calendar invite
Provide SEO reports regularly, highlighting keyword rankings and traffic trends during site transition
Continue investigating SDK capabilities for Dutchy e-commerce theme creation and update John accordingly
Assist with cost finder dataset organization and start staging automation tasks with loan (01:14:40)
Troubleshoot client website issues with Haris, including test of cookies, ad blockers, and geographic VPN impact (01:20:02)
Assist Mike with BIOS reset guidance and share Windows USB installation procedures
Write updated roadmap for client apps and oversee transition to dev team for ongoing maintenance (01:21:33)
Finalize and send the attorney firm proposal, balancing effort and client expectations
Provide updates on Res Core clinic site reactivation and ensure delivery of client credentials post-payment
Support Haris and Tabesh with backend development and legacy code modernization (01:02:45)
Coordinate scheduling with Tabesh and clients for Humble and Wine website launch and updates (01:09:19)
Oversee usage monitoring costs and advise on resource scaling for cloud-hosted AI services
Provide client feedback on burnout signs and identify opportunities for workload offload support (01:12:26)
Incorporate Slack summaries into 'The Beast' system and coordinate VA Long to clean and process data
Provide ongoing AI model updates and deploy new version to cloud by Wednesday for testing
Coordinate with Tabesh to build Supabase database for new projects and align backend infrastructure (01:15:13)
Complete upcoming meeting preparations and ensure clean task associations in 'The Beast' before handing off for expert refinement
Follow up on attorney firm free trial offer and coordinate with Haris on proposal progress
Address SkinCare Institute site popup issues with devs, considering regional privacy laws and security plugins (01:29:08)
Monitor AI labeling/QA processes and verify financial reporting API data structure for reporting buildout
Provide feedback and design updates on college detail pages; collaborate on coach profile messaging and editing features
Develop and finalize trending athletes and recruiting features for the coach side within 24 hours
Coordinate internal discussions on timeline and effort for Golf Genius calendar integration and report back
Build and maintain the independent script for calendar syncing between Coach Now Academy and Thrive platforms after receiving test accounts
Continue progress on college matching engine and coach functionalities; await finalized list of screens from Alex for further development
Finalize video recording feature for coaches and integration with app
Prepare updated designs and Jira tickets for college matching, coach, and student modules; prioritize and organize features for next sprint
Deliver details on Campus Academy coachesโ GMB optimization to client and internal team; decide on GMB management strategy; budget for GMB setup if needed
Set up and manage content approval platform workflow; coordinate client feedback and revisions on social/email/social assets (01:12:25)
Provide test accounts for Coach Now Academy and Thrive Sports marketplaces to enable calendar integration development
Send example files and screenshots for Golf Genius HTML content integration for Campus Academy website development (01:20:13)
Oversee and ensure client compliance with content submission deadlines, coordinate with Nick for proactive asset management (01:58:50)
Prepare for Wednesday PPC review meeting and incorporate Judithโs feedback for Friday update before her leave
Pull and analyze consultation rebooking data for the Monopoly clinic for a one-week period to confirm whether same-day treatment after consult is counted
Provide guidance on UI graphic adjustments and CRM staffing needs
Contact results team to confirm definitions regarding same-day bookings and consultation rebooking metrics
Harmonize UI presentation of Skin Fitness and Laser Hair Removal programs to improve readability and remove inconsistent graphics
Direct Evan and Haris on proving same-day treatment consult rebooking logic and ensuring clear internal communication
Investigate turning off unused accounts/services to reduce costs
Order KCC removal from metrics and payments and control timeline of deletion
Check Mirabile clinicโs consult and treatment records to identify if consults exist without subsequent service creations, to produce real-life examples
Remove credit card from KCC account to stop payments immediately while delaying deletion of all data for one month per instructions
Provide screenshots or UI examples showing how consultations plus same-day treatments are recorded in the system to counter claims of metric undercounting
Ask client about category details for 'specialty sake' and 'shochu' products to clarify site architecture
Send finalized executive summary email with pricing and timeline details removed to client ASAP
Reply to clientโs associate adding Haris Karim on the email chain and include executive summary PDF
Assist with final edits to executive summary email content, removing pricing and launch week details
Follow up with Humble Wine client regarding questions on wine categories and provide updates to Haris
Revise site architecture document per client feedback after confirmation on products and categories
Utilize AI to generate content drafts for new educational material after Han confirms document accuracy
Review and update email and PDF communications before Han sends out to client for accuracy and conciseness
Confirm if client will add new Chinese wine brand 'SHSEDE' products to the catalog
Investigate Shopify billing and app installation constraints under development plan environment
Troubleshoot and enhance multiple file upload functionality for reps within Shopify or explore paid apps
Follow up with client tomorrow morning at 8:00 am meeting to clarify project status and communicate progress
Add new payment card to Shopify for app billing purposes and resolve billing setup issues (01:02:19)
Provide ongoing updates to Alex and team regarding project progress ahead of client meeting (01:00:04)
Coordinate meeting with Haris Karim to finalize Campus Academy pricing
Complete homepage revisions by tomorrow based on simplified content and requested client changes
Schedule and attend Campus Academy discussion meeting with Alex for pricing finalization
Implement sales rep management app within Shopify after client provides detailed requirements
Assist Alex with content review and homepage simplification to meet client expectations (01:00:47)
Conduct a deep dive review of December paid leads and campaign performance on Monday
Coordinate with Sam to review CRM text automation flows and potential technical issues
Implement sorting and filtering features by clinic and project in the CMS collections as of today
Update Judithโs admin access in CMS and verify her login for asset review management
Gather detailed paid campaign performance data and prepare a summary for Mondayโs review
Add one new stage to the CRM campaign flow document tonight
Review and update automation flow rules to avoid overlapping messages and improve messaging hierarchy
Work on email template designs and finalize their styles with the design team, share options with Judith
Prioritize and coordinate website integration of CRM after finalizing full game plan
Finalize email notification logic for asset review approval and feedback requests
Share updated CRM cadence and automation rules with leadership and team for feedback
Coordinate with Dev to push latest changes on a new branch for merging with Harisโs branch
Complete active tasks for Rita project and update Pastel task statuses from 'in progress' to 'in review'
Assist technical discussion on crawling technology and advise on React frameworks
Pull latest Rita project code after Dev pushes updates and create own branch for further small updates; coordinate branch merges after completion
Push completed changes to repository and deploy current site version
Confirm Dev has updated task statuses in project tracking tool and deployed the current Rita site version
Present Serenity Woodland Hills email proposal as a simple executive summary to the client for feedback and approval
Review and correct spelling of 'BOYU' in email documents
Continue fixing crawler accuracy issues related to product reading
Monitor ongoing deliveries and maintain availability during upcoming travel
Complete and share TRM copy draft for January 1 ALC launch by tomorrow
Conduct a deep analysis of November marketing performance focusing on spending and lead quality, particularly regarding paid social vs. Google ads
Review and troubleshoot Podium widget lead submission issues, investigate lead volume and quality, and coordinate with Judith on next steps
Ensure call transcript folder accessibility and assist with any relocation or further sharing needs
Follow up with team on resolution and update regarding non-attributable leads figure
Finish the marketing piece she started independently and report back
Verify and confirm if non-attributable leads numbers are updated on reports, then report back to Judith
Prepare and provide detailed requirements/specifications for new content request form by tomorrow
Resend existing content request form links to Judith for review
Review all existing ad campaigns with a focus on Google campaigns and creatives for current month, and collaborate to fix creative visibility issues
Maintain updates on CRM changes and coordinate with Judith for smooth implementation
Investigate and fix the Google ad creative visibility and campaign status issue with the team
Monitor performance of new pin location in Encinitas after launch
Look into acquisition of appropriate domain names for PPC churn-and-burn and CBD strategy testing
Continue internal employee review campaign with help from Altitude Team for content population
Coordinate with George and Karen about authorized reseller logos and any additional trust badges for Medley site
Assist with PPC campaign setup using churn-and-burn and low-THC CBD methods; test and monitor conversion metrics
Make dynamic Google review integration while filtering 5-star reviews feasible for Medley site without harming SEO or user perception (01:05:01)
Continually resolve technical Google Search Console issues and optimize SEO with available access, pending SDK access for full scope
Fix 3D view glitches on Walgreens location pages and reposition view under store photos
Maintain communication with Google Business profile support on pin reinstatement and follow up on tickets
Implement holiday hours update on Google Business for all Walgreens locations
Develop content copy database system to decouple product copy from Dutchy for easier platform transition
Coordinate with John for site migrations and potential Webflow replacement, outlining pros, cons, and migration approach
Send holiday hours (10 amโ6 pm for Christmas and New Yearโs) to Altitude Team for bulk Google Business updates
Launch Medley new website immediately and apply final tweaks post-launch
Continue follow-ups with Google Business profile team regarding pin reinstatement and verify DBAs for submissions
Verify contract details and current scope with Luna Creative managing Webflow hosting
Provide access and facelift for Walgreens Google ranking internal tool dashboard
Create a sticky 'Shop Now' feature on mobile and desktop for improved UX on the site (01:10:34)
Finalize campaign for Walgreens keyword-rich review responses and internal employee outreach for increasing positive reviews
Share final structural plan for adding indexed copy to Walgreens website considering Dutchy integration
Provide emergency contact details and support info for hosting issues
Coordinate with Mike to schedule meeting next day to clarify all access rights for marketing and Butterfly systems (01:00:48)
Schedule and host follow-up appointment with Steve and Haris to discuss access and next steps in migration and marketing plan (01:01:23)
Resend and simplify access link for Google accounts and marketing analytics to Steve and Mike; assist with access troubleshooting
Contact Mike (point man) to verify access to all necessary marketing and analytics accounts after Butterfly access is restored
Participate in scheduled call with Mike and Brandrap team to review access and marketing strategy (01:01:41)
Monitor Butterfly account reactivation status and hold communications until access is regained to complete data export and migration planning (01:03:35)
Send website design plan with example sites to Steve by end of next day for feedback on style, user flow, and messaging
Maintain direct communication with Gary to confirm receipt of wire payment and request immediate reinstatement of Butterfly website and services (01:06:23)
Continue diligent search and follow-up to obtain Butterfly contract and related documents
Monitor and report on PPC and marketing effectiveness with clients, especially medical spa vertical, and inform team of cancellations or client issues
Resolve slow email submission issue in onboarding system; optimize email and texting communication channels using Twilio or Helio to ensure reliable client notifications (01:43:46)
Schedule pre-January 20 meeting to assess December's financials and finalize profit-sharing calculations
Manage cash flow tracking and collections follow-up with partners Alex and Tony to reduce outstanding $19k balance
Create separate code branch for Call Coach features development to avoid conflicts (01:46:48)
Follow up on credit card acquisition for managing company expenses starting 2026
Update executive contracts with new salary and bonus structure based on 50/50 profit split and $15k base salary cap, then circulate for signatures
Verify domain and Cloudflare DNS settings, monitor for unauthorized changes, and maintain control over production environment (01:48:11)
Provide PMP and CPR report insights for marketing presentations at upcoming client meetings (01:07:44)
Assist in prepping technical and marketing documentation for medical spa proposals (01:20:28)
Assist with preparation of data reports for client meetings (01:07:04)
Coordinate with Sam and Han for presentation prep and ensure campus system readiness for upcoming launch (01:54:42)
Set up line of credit with QBO credit card or similar to smooth subscription payments; plan monthly repayments to avoid interest
Oversee contractor bonuses distribution for Philippines and Pakistan teams ($100 per contractor) as cultural practice (01:44:53)
Provide quick troubleshooting and support for client meeting demos and onboarding systems (01:54:35)
Create a dynamic QR code redirecting to "/qr" URL for flexible destination changes
Complete differentiation between coach and player dashboards and finalize coach registration flow with role selection option
Share a first iteration of the coach features website with notes on pending sections within one hour before Vegas meetings
Provide updated background photos using Adobe Stock images
Send the final design files of the poster to the team channel
Communicate with the team about updates and coordinate follow-up messages from Vegas trip
Send completed poster design to the printing service as soon as possible
Fix typo in the communication channel and resend the corrected QR code to the team
Deliver the testing URL of the coach registration flow once redirection is implemented
Send the finalized coach onboarding webpage link after athlete-coach sign-up redirection fix
Assist Haris with GeoRanker UI facelift and provide frontend design clean-up after Harisโs foundational work
Create a static UI prototype for GeoRankerโs reporting facelift for development team incorporation
Finish remaining athlete/coach sign-up redirection on Supabase and finalize dashboard differentiation
Share email report template for GeoRanker customer ranking update notifications
Assist with investigating and explaining dependencies for business add location workflow using Map API
Develop error tracking and notification improvements to alert if ranking reports donโt run properly
Complete webpage design with interactive elements and integrate 21st dev UI components, then share instructions with the team
Add Ops GitHub authentication to 21st dev account login to unify team access
Monitor Performance Max campaign and coordinate budget increases; query Fernando on Google Ads channel budget splits and campaign overlaps
Provide Constant Contact data access to Evan for campaign analytics
Organize Sunday or Monday night meeting to discuss financial split and finalize arrangements with Noah
Send invitation for Sunday night โA teamโ meeting (01:17:00)
Prepare vague directional proposal for med spa acquisition by Tuesday
Follow up with Uncle Fossil on Shopify theme decision and med spa Doordash setup
Continue QA and reload patient package balance data; discuss pay-as-you-go vs package liability with internal team
Work on weekend to finalize project scope and presentation
Investigate broker relationships and acquisition insights with ECM owner
Collect Constant Contact campaign data via Samโs access
Liaise with Mike and Noah about contract and commission status
Monitor contract status from Noah for commission processing
Continue SEO improvements and backlink audits as guided by Evan and Haris
Pull detailed email and SMS campaign reports including UTM tracking; investigate SMS reporting limitations due to automation use
Analyze SEO rankings and backlink toxicity reports; plan disavow procedures and training
Teach team how to perform backlink disavow procedures (01:15:00)
Coordinate with Sam and Evan on high-tech scope and technical data tasks
Take ownership of Google and Yelp reputation updates to ensure smooth brand transition
Coordinate SEO strategy link building between Helio Gold and Helio Builders to maximize organic reach during transition
Oversee moving San Diego Helio Gold reviews to Helio Builders on Yelp
Assist in migrating Yelp reviews from Helio Gold to Helio Builders, especially for San Diego market
Collaborate on final alignment of marketing materials reflecting brand transition
Begin shifting all new marketing efforts after Dec 8-9 to Helio Builders branding and domain
Create and implement multi-step pop-up and contact forms on Helio Gold site to inform users of closure and redirect leads effectively to Solar Tech
Develop and deploy website banner on Helio Gold Solar site stating closure and redirecting leads to Solar Tech
Generate multiple business listings and citations for Helio Builders across major directory platforms to support SEO
Manage Google My Business gradual profile updates to migrate business name and website carefully without risking suspension
Coordinate with Solar Tech to establish email alias (e.g., HG at Solar Tech) for lead management
Finalize and communicate the legal closure date for Helio Gold Solar by Dec 31
Schedule staggered Google Profile updates in accordance with best practices, changing one key element at a time
Manage PPC marketing campaigns and ensure transition aligns with new Helio Builders brand
Sync with Brandrap team on rapid development and improvements of Helio Builders website hosting solar content
Revert campaign budget to $1,500/month and monitor conversion data for two weeks
Send export of last 30 days of web orders to Evan for tracking validation
Perform backlink audit review and report findings regarding toxic links; recommend disavowal if necessary
Review and provide consolidated feedback after internal meeting on Tuesday on OEM replacement pages and other updates
Provide order export data to Evan and Sam for tracking reconciliation
Explore adjusting visual design of replacement notification from yellow to green to improve customer perception
Finalize URL restructuring to lowercase and implement consistent URL pattern for product pages
Cross-match web orders export from HubSpot with purchase event tracking to ensure data consistency
Increase daily budget for Merchant Center PMAX ads to approximately $110/day and track performance
Update language to consistently use both 'replacement' and 'substitute' across pages for SEO and legal compliance
Implement legal-required wording changes to add 'substitute' before OEM part numbers on all relevant product pages
Deploy updated OEM replacement pages to dev site and integrate Pastel for feedback, resolving current deployment issues promptly
Prepare a priority list of topics for the Tuesday Woodland Hills meeting and develop printed materials for presentation
Communicate with other team executives about cost and resource allocation for wifeโs website development
Investigate MSO market and financing structures; draft performance-based ad financing proposals; explore market fit for lead gen tools
Assist in preparing and refining plan and materials for Woodland Hills partnership discussion
Look into opportunity combining tech and financing service offerings for equity deals with clients like Uncle Fossil and medical spas
Follow up with client about website status and delivery options, including exploring adding GMB and Jumper promotion for wifeโs business
Ask client liquor store about delivery options and reasons for absence on delivery platforms
Improve crawlerโs capability to run JavaScript for React sites and discuss hosting automated crawling process to reduce manual work
Access and review Shopify backend, confirm website status and readiness with client before progressing on site build
Coordinate data validation process post-crawler runs and audit AI-generated reports for accuracy
Monitor and update crawler progress with Long and provide workflow instructions to Tabish
Develop lead generation audit widget with simple UI for non-technical users, integrating local ranking reports as free value-add to attract clients
Add clientโs website contact to WeChat and invite to Slack for coordination about website usage before sending plans
Collect data on medical spa, facial, and hair salons in urban areas for social media promotion targeting Chinese audience
Review Jumper SEO keyword optimization and continue adding services and FAQs; maintain $500 charge after Jumper removal
Change front-end chatbot text prompt to a clearer message encouraging users to text questions, removing vague starter messages
Update chatbot flow to combine email submission acknowledgment with next inquiry question for smoother customer experience and immediate data capture
Review updated chatbot on staging site and test by submitting inquiries to verify information and marketing notes are captured properly in GHL
Configure and verify marketing-related fields in Go High Level to ensure marketing notes from chatbot inquiries appear correctly for the marketing team
Send recommended document to Marketing Director explaining suggested GHL field usage and customization
Deploy chatbot changes on the staging site and coordinate with marketing to test submissions to confirm correct data capture and GHL entry
Record new golf video with steady hand for model testing and demo to client Alex
Remove inaccurate data fields (face angle, face direction, putter path, distance) from app UI
Fix server-side Python code errors related to missing model data fields causing processing failures
Monitor resource allocation to ensure no additional personnel needed for current app development workload
Review and clarify contract for new client website project regarding Shopify and WordPress/Next.js responsibilities
Experiment with stabilizing video input or trimming features locally and share results with the team
Track app hosting and cloud usage costs, prepare to advise clients on hosting responsibility post-public launch
Coordinate with marketing and web teams for Uncle Fossil and Humble Wine website and SEO optimization efforts
Coordinate recording of a steadier golf video to reduce camera movement errors for better model accuracy
Send updated app versions and drive links to Alex and team for review
Provide updated build removing TensorFlow causing app crashes and improve app stability
Test and report app crashes and video upload errors using available builds; provide screenshots and diagnostics
Continue QA on app usage flows to address navigation bugs and upload failures
Follow up on contract signatures and administrative documentation for client Alex
Review and potentially implement function allowing users to trim video segments before analysis
Complete migration to Hub 2.0 platform by early next week ensuring improved analytics and user interface
Replace AI-generated photo in Dellโs Hideout blog with original image as requested
Continue publishing blogs and verify availability of images, adding more if necessary
Prepare and send pricing estimate for the AI instructor scoring proof-of-concept model
Send the video link demonstrating AI-powered golf putting analysis (01:03:58)
Review PMP lead nurturing and call center automation proposal with Taylor and Judith for implementation
Review missed calls and callback performance reports by clinic to identify operational improvements
Share the Excel spreadsheet with KCC coaching call scoring data (01:03:58)
Share provider-level performance and rebooking reports with clinics to increase awareness and drive improvements
Share missed call recovery and lead response time reports for PMP clinics and incorporate feedback for automated workflows
Provide necessary recorded instructor session audio files for AI scoring model training
Develop a proof-of-concept AI model to score fitness instructors based on audio recordings using an initial rubric
Follow up with Karen and George on launching the updated website and completing SDK access for further digital enhancements
Close office door during calls to reduce noise
Upload and QA Google Ranking overlay tool user access for John and provide early visual tools for location-based keyword rank tracking
Send all SOPs, monthly agendas, and keyword ranking reports into meeting chat and email for ongoing team reference
Monitor and follow up with Google contacts on pin support while exploring friend-of-friend approval options cautiously (01:04:20)
Provide updated Medley account feedback and web design drafts to John and Karen pending final approval
Create QR codes linked to Google Business Profiles for all locations to facilitate easy customer review submissions and handoff to design
Pull and deliver search trend data and city comparisons for pin test launch planning (01:14:30)
Assess competitor sponsored ad workaround for cannabis advertising; propose grey-area content strategies for THCSD site to increase traffic safely
Continue SEO low-hanging fruit fixes and monitor ranking trends, delivering monthly detailed reports to John
Identify best city for Google pin testing among the five new cities and communicate choice to SEO team for launch and ROI tracking (01:02:30)
Support Dutchy platform integration for automated customer communication sequences
Deliver Visual aids and ranking grids for Monday meetings to improve internal reporting
Provide detailed review SOP for Walgreens team and share original and simplified versions via meeting chat
Coordinate with design team for sticker creation using QR codes linked directly to Google profiles for customer review facilitation
Collaborate on QR code links and review collection process refinement to improve Google review volume and authenticity
Work with John to identify and prioritize exclusive brands for product review boosts, syncing promotions with SEO strategy
Follow up with Luis and LIS on SDK access status
Present monthly SEO progress and team accomplishments in Monday leadership meetings using shared monthly timelines
Investigate competitor ad scripts and redirect strategies to inform possible client experimentation
Coordinate with the team on city selection for pin testing with data-driven analysis and share findings with John (01:14:30)
Develop and share overlay maps on keyword ranking per location to visualize service areas and competitive gaps
Share Pinterest ad screenshots and competitor ad examples with the team for analysis
Conduct field visits to Walgreens stores to assist employees and customers in submitting product reviews and verifying Google Business Profile data
Develop one-time GMB optimization package and tiered website pricing model based on number of campuses and content needs
Create mockup designs for college coach onboarding page and recruitment dashboard with swipeable video profiles (01:35:10)
Share images and proofs for Ring Line marketing banners using AI-generated visuals
Finalize lead handling process ensuring direct and system-based notifications to campuses
Implement Firebase Data Connect SQL for asset storage and API rewrites
Deploy Vertex AI Design Studio components for database relationship visualization
Collect and share client feedback on Campus Academy website design, relay updates to the team
Coordinate distribution plans and social media content strategy alignment for monthly templates and paid post campaigns
Provide feedback on coach profile and college detail page proposed data fields and content including video onboarding questions (01:15:28)
Communicate timelines and expectations with delivery team for Campus Academy conference materials and demo builds (01:40:50)
Investigate corrupted image saving issue and implement remedial fixes
Provide system to host and control email marketing via GHL subaccounts for campuses without granting direct access
Review and approve Campus Academy proposal documents to clarify services offered
Complete onboarding design for college coaches focusing on staggered data entry and dashboard entry flow (01:07:51)
Prepare demo-ready coach dashboard with dummy data highlighting upcoming features for conference presentation (01:08:00)
Design recruitment interface with match engine and browsing filtered athlete video profiles (01:35:00)
Follow up on Google Business Profile appeal status for Temecula and Oceanside locations; maintain client communication
Enable coach controls to edit academic score thresholds impacting matching algorithm (01:26:25)
Build Canva social media template sets for Campus Academy including generic brand posts and monthly updates
Deliver finalized UI designs for conference next week (01:40:04)
Suggest sizing impact and reduction of calls visible to Nicole to justify filtering scope before implementation
Provide input on call filtering logic, including ideas to exclude answered calls at front desk/Nicole extensions and analyze behavior
Add recent appointment date to opportunities in GHL for filtering purposes
Set up keyword tracking (e.g., โconsult,โ โconsultationโ) in call transcripts to identify leads
Communicate feedback and data on filtering logic preferences and operational challenges to Sam
Conduct impact analysis on appointment-based filtering logic (e.g., exclude clients with appointments within 7 or 30 days) to estimate call volume reduction
Continue collaborating with Nicole and team to monitor call management and provide updates for iterative improvements
Consult with Judith regarding possible changes to Google Business Profile phone number usage or broader filtering approach requiring approval
Implement logic to mark office opportunities as closed for callbacks following outbound calls to the same number
Implement filtering logic allowing exclusion of calls from clients with recent/upcoming appointments unless the call was missed, pending approval
Develop and roll out user interface to query phone number transcripts and call recordings for easier access
Add call status labels (answered, missed, voicemail) to Zoom calls in GHL
Implement recording settings on all Zoom lines to ensure calls are recorded
Maintain improvements on site CTAs and user engagement metrics that have contributed to reduced bounce rates and better ranking signals
Assist in manual content optimization and technical SEO improvements to boost rankings for valuable keywords and enhance AI-driven search visibility
Investigate Google Ads conversion emails and clarify data sources to reconcile discrepancies with actual call quality
Support streamlined online review strategies with redirect URLs linking to appropriate GMB profiles for review collection efficiency
Continue optimizing PPC spend and keyword targeting, focusing on high-value seasonal keywords like frozen/burst pipes and other emergency restoration terms
Evaluate and possibly delete outdated Google Analytics accounts to ensure accurate tracking and reporting
Expand review acquisition program using tap cards and other mechanisms to increase GMB reviews
Mitigate poor lead quality from PPC calls by refining negative keyword lists and ad targeting based on client feedback
Continue providing prompt call quality feedback to improve PPC conversion targeting
Continue manual content audits and keyword-focused updates across 1400+ pages to strengthen SEO and organic rankings
Monitor GMB call volumes and quality trends, especially in Denver and Boulder markets, and adjust SEO and PPC efforts accordingly
Check with Kudos product team on redirect capabilities for review URLs to simplify multi-location campaign management
Collaborate on review management and identify opportunities to improve conversion pathways on the website
Conduct deep dive into Google Ads conversion tracking to confirm if purchase events trigger correctly and identify any gaps
Coordinate testing with Zishan for conversion event firing and tracking validation
Prepare for potential custom code development to integrate NetSuite purchase data with CRM if Hotspot data is insufficient
Plan revenue continuity and contract renewals for Whoosh MVP completion scheduled by month-end (01:07:30)
Investigate and validate conversion tracking accuracy with Fernando for campaigns showing low conversion rates
Provide Sam with instructions and naming conventions for the new ecommerce pixel event and CRM integration
Continue optimizing PPC and SEO campaigns with new keyword strategies to improve conversions from broader searches
Monitor PMP AWS app shutdown over next 7 days to confirm no issues before permanent shutdown (01:02:15)
Follow up on Jumper pricing changes and client billing related to additional Walgreens locations (01:05:50)
Obtain and send basic liability contract template for Uncle Fossilโs single location SEO and website work
Implement purchase pixel event on the website to capture purchase amounts and phone number, and integrate data into the CRM/SQL tables
Demonstrate Pastel tool usage and assist team on feedback collaboration process
Assist with syncing design specs to Figma or similar tools for better dev handoff
Test Pastel tool and decide best workflow for tracking bugs and design feedback with the team
Perform QA and provide detailed feedback on profile upload enhancements, font sizing, and UX issues via Jira or Pastel
Organize designs into approved status and finalize layout for V1 college profile and matching UI
Arrange for Derek to get early app build and testing instructions including UDID collection (01:14:30)
Provide Evan and team with updated latest player videos and label them sequentially (01:16:30)
Create and send Loom video walkthrough on Ringline customization UI questions for development team (01:08:30)
Upload new product pictures to Tavish via Google Drive with shareable links (01:04:00)
Continue manual curation of college logos and identify which logos in existing database are accurate or need replacement
Send Tavish finalized detailed designs for the coach account side to enable build within timeline
Integrate coach video upload field in profile as temporary solution before in-app recording is possible
Share coach account signup and profile field requirements with Tavish to ensure alignment
Follow up on purchasing coach email list and coordinate with Chris for acquisition and use
Complete development and deployment of approved college matching and coach profile screens by next meeting
Assist with Shopify product customization changes per Alexโs Loom video and requests (01:09:30)
Provide Alex with coach email list status and quality assessment
Provide customer support and merchandiser access to fulfillment team at AVL AnvLong (01:09:00)
Advise on video upload limits and server load management to ensure app scalability (01:11:40)
Host WordPress landing page on root domain and platform on subdomain; set up infrastructure accordingly
Coordinate UDID and device info collection for app distribution and testing (01:10:20)
Finalize blog spacing and formatting using JSON templates for adding new blogs
Direct phased plan for determining primary OEM replacements using external keyword search volume tools and prioritize higher volume categories
Manage CallRail integration properly to avoid creating unnecessary separate accounts and confirm timely reporting of call conversions
Monitor PPC campaigns with paused asset groups and new shopping campaigns, ensuring proper split for products above $400 and rating plugs
Continue analysis of PPC traffic performance and budget spend, addressing traffic quality and conversion tracking issues
Implement search enhancements categorizing results by products and categories
Create and link OEM family informational pages with differentiated content to prevent SEO duplication
Oversee no duplication policy for product pages and confirm approach on OEM/BRA product mapping
Coordinate with Sam and Mike to explain the distinctions between Jumper and GeoRanker/Grid Base to team and clients
Operate whoosh upload system on the existing server environment
Continue testing the new design tool for creating custom site components to improve design quality
Support client communications by ensuring sensitive proprietary details about Jumper technology are handled carefully to avoid concerns about potential Google My Business suspensions
Follow up with Harris and Hunter regarding the delayed attorney proposal
Assist Melanie by providing clarifying information for Anderson Ayer about the 10-mile business address radius
Maintain use and refinement of GeoRanker/Grid Base for tracking SEO keyword variants and performance
Complete and send the attorney proposal as soon as possible
Complete and send the attorney proposal, applying a good margin, as soon as possible
Advise on Linux server setup and install all required code packages for video upload processes
Continue testing and applying the new design tool for custom site components to improve design quality
Communicate potential risks and disclaimers regarding Jumper usage internally and avoid mentioning mechanism to clients for risk mitigation
Provide referrals from Rescor as their business expands
Monitor server reboots and notify the team about required manual restarts of automation processes
Establish guidelines to throttle video upload processing to one video at a time to prevent server overload
Remove the unused chatbot service to free server resources before deploying new processes
Implement monitoring system (Uptime Robot) for server uptime with Slack alerts for downtime notifications
Follow up with Harris and Hunter regarding the attorney proposal delay
Oversee the ongoing server stability and coordinate with Sam on resource management and crash impacts
Add Steve to Slack and establish communication protocols for quicker queries and feedback
Coordinate migration plan away from Utterfly system including potential platform upgrade
Offer interim inbound call support and training on stem cell services (01:11:07)
Provide links to website examples for homepage design and buyer intent data (01:09:00)
Send over the signed scope of work and access request link for Google and social profiles
Communicate data ownership and contract details with previous agency regarding ad accounts
Prepare billing framework and send scope and timeline update by end of the day
Support scaling and day-to-day operational communications with client, including informal lead inbound support to help sales team as needed (01:10:40)
Lead onboarding and setup including SEO, website redesign, GMB optimization, and lead tracking system implementation
Provide continuous support and coordination with developers on website design and marketing strategies (01:06:20)
Facilitate communication and coordination between sales team and marketing agencies
Review current CRM (Utterfly) usage and plan migration or integration; coordinate with data and tech teams for assessment
Act as primary contact for all design feedback and communication; facilitate revisions with development team
Conduct audits of current website, marketing accounts, CRM, Utterfly platform, and data flows
Advise on optimal telephony technology and pause current Ring Central adoption until evaluated (01:01:28)
Review and provide feedback on website design drafts and share homepage examples for design preferences (01:06:20)
Assist in transferring data and CRM review with Haris and Mike
Deliver a roadmap with month one and two plans including website design and SEO undertakings
Advise against immediate phone system changes; consult internal experts before finalizing telephony
Send scope of work and detailed roadmap/timeline after initial audit
Add Steve and Mike to Slack workspace for streamlined communication (01:00:02)
Collaborate on sourcing buyer intent data and integrating focused ad campaigns (01:13:00)
Collaborate on website design feedback and confirm style preferences
Sign and return the scope of work document to initiate services
Provide necessary access to website, hosting, domain, Google and social media accounts
Review and approve scope and billing terms for website and SEO
Conduct week-one audit of accounts, website, and data tracking; analyze and confirm marketing strategy
Coordinate with team to incorporate client website examples for homepage design inspiration (01:07:30)
Double-check feedback and progress on Ritaโs review
Coordinate with Judith on email platform plan using Zenoti and Constant Contact
Follow up with Kylie about January content and hours question
Send schedule for next week to Haris Karim
Prepare to conduct CMS demo with actual content next Wednesday and arrange UX walkthrough
Draft Lifecycle CRM copy based on current documents
Email Rita for latest feedback status
Follow up with Steve to schedule next meeting and coordinate with Haris and Mike for operational handoff (01:20:00)
Develop and implement AI-friendly website redesign and patient engagement tools such as treatment plan calculators and chatbots
Send revised contract to Steve for review to expedite next steps
Facilitate lead sharing for Mike to begin outreach to overflow inquiries after 5 pm PST
Provide access and coordinate with Haris and Mikeโs team for CRM data and sales process handover
Arrange and confirm a meeting with Mike and Haris to finalize contract and kick-off project (01:21:00)
Create framework and automation tools for sales process improvement including objection handling, lead nurturing, and reporting dashboards
Provide real-time reporting dashboards accessible daily for Steveโs review
Support Steve and Haris in project management and CRM integration
Begin outreach to Rescorp inquiries during his free time after business hours with finderโs fee compensation
Collaborate with John and Ram to improve campaign setup and lead performance
Investigate automating status reporting across campaigns utilizing VA logs and change histories
Coordinate with Chinese social media strategic partner (Retinode) for agency collaboration and lead referrals
Follow up with Nicole Klein on website revisions and coordinate Med Leaf and Drink Conscious design updates
Assist with PMP email server connection and testing
Communicate workaround for client delays in channel and keep team informed (01:09:10)
Bug Alex daily for finalized project requirements and instructions, and coordinate reminders with Sam and Tavish (01:01:35)
Coordinate medical spa opportunity meeting in Woodland Hills with Haris and client
Follow up on PMP email send infrastructure warming and Black Friday email campaign readiness with Sam and others
Follow up on access and coordination for Uncle Fossil project
Continue migrating Microsoft SQL scripts and databases to S3 server, ensuring no disruption
Complete migration of PMP reports to new S3 server and verify dependencies
Prepare budget and proposals for Water Techniques and other outreach clients
Monitor and optimize PPC campaigns, especially PMP and BRA with budget adjustments and creative input
Continue to follow up with Barryโs CMO and Jeremy for updates on local SEO engagement and clinic acquisitions (01:21:10)
Enhance the email/SMS/call visualizer tool for campaign management purposes (01:10:15)
Expedite finalization of Campus project design screens to meet Dec 9 deadline
Provide instructions on scorecard QA and SMS marketing report setup
Follow up on outstanding payments from clients, especially Campus (01:03:00)
Work on scopes of work documents for SEO projects and contract language (01:01:10)
Send structured project list before next meeting for priority discussion and workflow creation (01:04:45)
Coordinate email infrastructure DNS record updates and SendGrid warming process
Monitor development needs for Whoosh server video processing before launch
Communicate holiday schedule to team and manage expectations around availability (01:06:20)
Perform daily reminders to Alex for pending inputs on Homey, Ringline, and other projects (01:01:30)
Draft payroll vs contractor setup options for US team by next meeting (01:00:00)
Investigate PPC campaign conversion tracking issues and call duration filters
Implement Google Ads and Analytics technical review focusing on lead form tracking and geographic targeting issues
Conduct internal technical and SEO audits on clientโs existing digital assets
Initiate Google Ads diagnostic review to find causes of low lead quality and geographic irrelevance
Provide required admin access to Google Ads, Analytics, and Search Console on receipt of access link from agency
Prepare and arrange client meeting for audit walkthrough
Assist in technical cleanup of current website and hosting configurations to resolve duplicate content issues
Provide formal scope and pricing proposal after audit completion
Review forthcoming audit report and proposal, prepare to proceed with website rebuild and SEO engagement
Send client access links for Google Ads, Analytics, and Search Console for audit
Coordinate with team to schedule detailed audit review meeting
Setup detailed tracking and dashboard reporting integration that includes call tracking, form submissions, and lead follow-ups
Oversee and coordinate completion of SEO and Google Ads audit by team, aiming for next day proposal delivery
Offer to join client calls for better SEO communication and support (01:24:07)
Share keyword research strategies and data monitoring insights with team (01:30:02)
Engage with SEO team on keyword selections and performance expectations for clients (01:32:11)
Coordinate PPC budget and management discussions with Fernando for CNC Plumbing client and create detailed budget proposal
Assist in waking Harris and ensuring proposal completion for attorney client
Continue follow-ups with Harris and Hunter for timely delivery of attorney proposal and client scopes
Convert incoming client photos posted by Mike Zuccolotto into Chaser tasks for tracking
Post client photos for CNC Plumbing and coordinate with Evan for follow-up
Guide Sam Dastmalchi on technical scripts for call data updates and Zoom call recordings
Provide Hunter with CPR and scorecard reports for Harris's tasking
Communicate with Fernando regarding CNC Plumbing PPC issues and potential agency handoff
Work on Total Wine & Humble Wine website development as starting project
QA and activate GHL codesgrave nightly update script
Assist Mike in messaging Hunter and managing client communication flow
Fix design and functionality issues on Anderson clientโs grid-based reporting interface (01:17:13)
Follow up with Fernando regarding Facebook ad budget increase and lead volume improvement
Provide support for Chinese Social Media service launch and client invoicing
Provide regular SEO progress updates and assist in training clients on interpreting SEO results (01:06:00)
Complete CRM mapping flowchart after AI tool issue resolved, send to Judith for review
Conduct a test email send using new servers to a controlled group to check inbox delivery before Black Friday campaign
Review CRM flowchart once received and prepare discussion for next day
Discuss and finalize December email campaign plan in next meeting
Send payment details and clarify payment plans for Mirabili by next meeting
Pay $1000 Mailchimp bill related to Mirabili
Provide ETA for completion of Ritaโs website updates
Push month trending and non-attributable leads reports
Finalize budget mapping and spending plan to ensure $75k spend target and communicate potential issues
Complete cleanup of Ritaโs website as per comments and provide ETA
Investigate and clarify discrepancy in call/form leads data; adjust reporting to remove unreliable GMB totals but keep booking percentages
Provide feedback and test Ring Line customizer text centering and etching issues, share findings with team
Coordinate with team to finalize UI/UX components and ensure readiness for San Diego event by December 9
Send new product files to Tabish as soon as they arrive
Facilitate Patrickโs delivery of front-end designs daily for campus project to avoid delays
Speed up delivery of finalized screens from the design team for campus project to accelerate development
Assist with Jira access issues by sharing common account access until resolved
Follow up with USGA if no response is received by afternoon
Use new product files to update and customize the Ring Line product customizer
Send open invoices and billing documents to appropriate team member
Push Patrick to finalize college coaches' data requirements and screen designs, deliver write-ups to Tabish
Support communication and follow up on invoices and confirm receipt
Add shop manager access to Vietnam fulfillment team with provided names and email addresses to manage orders on Shopify
Make mobile splash screen on MedLeaf invisible and add supporting sections for improved client experience
Send names and emails for Vietnam fulfillment team to Tabish for appropriate Shopify access
Collaborate with marketing and schedule a call with Horace and Chris Smeal to align terminology for college matching feature
Finalize website SEO and GMB strategy for wine client
Send GMB invoice to wine store client promptly
Prepare plan for leveraging Uncle Fossil website SEO for new development
Monitor Slack communications, optimize messaging visibility
Review Alonโs QA documentation and provide feedback
Schedule and prioritize physical meetings with key clients/partners
Lead outreach strategy for med spas and clinics for PMP acquisition deals
Provide variance range calculations and assist in QA process improvements
Write detailed QA process documentation for review and usage starting tomorrow
Participate in group call tomorrow night with all six key members to lock agreements before holidays
Assist in scheduling meeting with Newport, Medslaw, and Woodland as planned
Request access to clientโs Shopify backend site next week
Send website invoice after Haris completes website strategy
Coordinate dinner meeting with Mr. Pen and partners before Hanโs trip
Obtain signed client contract for wine store website
Finish wall printer project by tonight or deprioritize as agreed
Organize physical meeting with ECM and Woodland Hills building owner ASAP
Provide PMP team with QA documentation from Alon starting tomorrow
Assist in testing transcript and opportunity creation workflows and build a UI for reps to access transcripts by phone/email lookup
Review and approve CRM patient lifecycle visualization once developed by Sam
Monitor budgeting spend progress and adjust campaign efforts between Google and Meta channels accordingly
Document CRM/email deliverability pros and cons between Constant Contact and GHL and share with the team
Oversee Constant Contact account access updates and coordinate with team, paying special attention to 2FA and ownership changes
Manage email switching strategy with SendGrid and GHL UI while maintaining fallback with Constant Contact for Q4
Consolidate transcript folders and update sharing structures
Lead clinics to start compiling their โdo not create opportunityโ contact lists to reduce irrelevant leads
Respond to Vanessaโs feedback regarding widget and browser issues at Rita clinic (01:31:11)
Coordinate with Kylie and team on CMS onboarding for content management improvements (01:30:32)
Test faster opportunity creation in GHL by removing transcript dependency and investigate Mix call source tracking in Zoom vs. CallRail
Ping Taylor to confirm Gmail account creation for transcript sharing access (01:28:51)
Schedule and conduct Monday demos for new CMS and GMB phone number tracking improvements (01:26:39)
Reorganize calls transcript storage into a consolidated folder and coordinate with Taylor to set up necessary Gmail accounts for sharing
Prepare briefs and plans to support new facial balancing campaigns replacing fillers (01:20:45)
Create a Gmail account to gain access to call transcripts and shared drive folders
Send updated CRM funnel and overview flowchart to Christine and other clinic managers (Aspen, Kaylee) for feedback
Support CRM funnel updates by reviewing and submitting notes to Judith
Provide additional clinic insights on types of unwanted calls to help build exclusion list
Address content gap for Pure Skin clinic's December promotions and organic posts ASAP
Coordinate next steps for rollout starting with clinics capable of handling the new CRM system (e.g., Skintastic, Genesis)
Develop automation for tagging contacts based on call transcript analysis and disposition marks for filtering non-leads like vendor/spam calls
Visualize CRM funnel stages using AI or diagram tools to create a clearer flowchart
Prepare transcript analysis documentation and schedule follow-up meeting with team including Taylor to discuss call transcription integration
Provide a Google Sheet for clinics to add phone numbers to the 'do not create opportunity' list for filtering unwanted calls
Verticalize the CRM funnel outline before distribution to sales reps and PMs to enhance clarity and ease of use
Investigate reducing webhook delay for opportunity creation to ~7 minutes based on average call duration logs
Assist in identifying priority filters and tags to improve SMS reply management in GHL
Share feedback from clinic representatives on call delays and lead identification issues
Update CRM funnel document with Taylorโs feedback during upcoming call
Follow up with Kaylee to get regional perspective and manage her concerns constructively
Respond to Harisโs additional questions via Slack
Monitor client feedback regarding Genesis chatbot and GHL opportunities for any complaints
Share the pacing and budget sheet with Haris for transparency and coordination
Obtain Gmail addresses from Judith and Taylor for granting access to the Google Drive folder with call recordings and transcripts
Share the call script and Zoom call recordings Google Drive folder with Judith and Taylor upon receiving their Gmail addresses to ensure HIPAA compliance
Continue developing and implement the nightly batch process to capture missing Zoom recordings and save them to the drive
Provide Haris with sample files from Ringline customization for order confirmation
Use the monthly projection sheet to adjust Google Ads and Meta budgets, redirecting funds as needed to optimize campaign pacing
Coordinate with Fernando on budget pacing and confirm final budget allocations
Finalize and agree on which fields to keep or remove for the Campus project
Work on facials and lasers campaign updates and test bulk changes using the MCP tool, reporting back on its performance and usability
Assist in implementing SEO and GMB optimization tasks upon plan finalization
Guide Mike on posting escalations in public channels for visibility and task tracking
Request the development team to regenerate a 'Pastel' review link for Davidโs Plumbing without comments for client presentation
Clarify and communicate role hand-offs between game planning and execution teams to maximize team efficiency
Provide insight and confirm if third-party GMB setup (for multiple locations via proxy) is feasible and available
Communicate with client about SEO plans and GMB optimization timing once final plans are confirmed
Monitor and escalate any delays in approvals or changes via the public channels, tagging appropriate team members
Follow up with Sam and Fernando regarding restructuring CNC Plumbingโs LSA ads and possible transition to Google Ads
Post query about GMB expansion in Squad channel tagging Sam and Harris to check possibility of obtaining GMB for other city via proxy
Add Mike Zuccolotto as follower on task updates related to CNC Plumbing site launch and SEO
Send Davidโs Plumbing site pastel link with resolved comments to client for final approval and launch
Coordinate with Tabesh and Zuhair for website and SEO execution for clients like CNC Plumbing
Forward CNC Plumbing website approval to the website channel and coordinate site launch with Tabesh
Inform Jimโs SEO team to prepare a detailed GBP and GMB optimization plan for CNC Plumbing and send it to the client for approval
Respond promptly to approvals or requests from Mike and Evan for SEO and website updates
Launch CNC Plumbing's approved website using the provided template once cleared by Evan
Prepare a comprehensive GMB and GBP optimization actionable plan for CNC Plumbingโs approval
Share provided contact list automation documentation and Klaviyo segmentation strategies with internal team for implementation (01:15:40)
Work with analytics team (Kellyโs team) to define data master rules and update protocols between Snowflake and marketing platforms (01:11:00)
Analyze loyalty program data to refine referral process and customer incentives with a focus on driving higher incrementality
Review and prioritize UI/UX redesign and website technical optimizations to improve funnel conversion and SEO
Discuss marketing tracking, pixel implementation, and UTM tracking frameworks with existing teams and agency (Highland Digital) to ensure accurate attribution
Pursue conversation with Kelly regarding Snowflake migration timeline and identity resolution strategy (01:08:40)
Insert into Snowflake migration conversations to ensure marketing priorities and scope are considered
Collaborate on creative asset request process implementation in Asana or other project management tools to streamline marketing production
Coordinate with SEO team on local SEO enhancements including Google My Business profile optimization, microsite structuring, and content differentiation
Coordinate training and script optimization for newly hired reps in San Diego for door-to-door sales pilot starting December, including data tracking and performance monitoring
Credit clientโs accounts approximately $1,000 a month as part of collaborative deal post T-Mobile transition
Introduce Alec to Haris for coordination of acquiring T-Mobile lines under third-party business names to bridge the account shutdown gap
Clean up and update the meeting notes document and send it over to the client and relevant teams, removing financial specifics but keeping service explanation and objections
Organize and manage the SIM card transition from T-Mobile to Verizon for the 45 US sites, including obtaining SIMs as backups and planning field operations for swaps before December 19th extension deadline
Obtain and share available GEOs from the client for door-to-door test and coordinate with the UK team about potential test integration
Continue monitoring legal and operational risk around ISP contracts and diversify providers/business entities accordingly
Launch and promote the new proxy app targeting middle America to recruit devices to share unused data, managing payouts dynamically to balance demand and supply
Provide detailed baseline reporting and route plans based on selected test geographies and industries
Provide list of potential geographic areas (cities, counties) for pilot testing Jumper door knocking sales efforts
Update and share collaboration and pricing model document after the meeting
Connect Haris with UK SEO business contacts to explore overseas expansion and insights
Build detailed and customized baseline reports for Jumper sales calls and integrate into their CRM
Send meeting participant emails including to Michael and Haris
Funnel communications and updates through himself to streamline decision-making and task management
Create and distribute employee handouts with keyword guidelines and review quality instructions for Yelp and Google to boost authentic review volume and quality
Coordinate and share promotional graphics with Altitude for use on Google Business Profiles and location pages
Engage with Wellgreens design team to optimize promo graphic use across profiles and pages
Collaborate internally to secure SDK access information from Luis and facilitate Altitudeโs integration to enable click-to-purchase conversion tracking
Assist in investigating conversion tracking integration and support communication with Horace and Luis
Participate in internal discussions to identify quick-win actions before major sales events like Green Wednesday
Provide Curator account access or credentials to fix Instagram image auto-feed on website
Coordinate with Luis to obtain SDK access and share progress updates with John
Assist MedLeaf site team with graphics and SEO work; monitor Blaze app for broken pages and provide feedback
Combine audit report and ongoing tasks into a color-coded prioritized document with timelines
Run and share local map ranking reports regularly; provide John with access to ranking monitoring tools
Provide sample review keywords and Q&A questions for internal employee campaigns to enhance review SEO and Google profile engagement
Investigate and confirm conversion tracking integration details with Horace; coordinate with Luis regarding SDK access and implementation steps
Continue weekly Google review responses and FAQ updates on Google Business Profile
Develop and deliver a custom XML sitemap optimized for AI indexing to replace current Webflow sitemap
Prepare materials for Homie Campus and Ring Line projects as next priorities
Prepare to replace existing Whoosh model files with new YOLO-only model without requiring code changes once validation complete
Address client review collection issues and clarify project scope with Walgreens and Medley teams
Monitor Helio address autofill issues and confirm fixes are holding in production
Continue optimizing AI tool usage strategies based on costs, accuracy, and task complexity
Develop a simple user interface to fetch call scripts from the SQL database with automatic retrieval from Google Drive to avoid manual navigation
Share call script update document and notify Hunter of call script process completion
Communicate with Derek and Alex to validate the accuracy of the updated YOLO model for Whoosh
Review Campus Connect documentation and provide feedback on UI and feature specifications
Facilitate progress update and readiness check on WebRTC chat implementation and integration points
Decide on whether to continue with Patrick for Campus Connect design based on deliverables
Review and summarize Alexโs recent document updates; highlight missing feedback for campus project requirements
Arrange test environment release (e.g., TestFlight) of Whoosh app for Derekโs real-world testing
Provide detailed credit system framework for coach pricing to Alex for feedback
Coordinate team communication setup via ClickUp and ensure notifications for new project stages
Coordinate with technical and legacy support to explore PHP bug fixes or necessity of rebuild
Provide detailed onboarding flow and product profile guidance to the team and Patrick
Schedule and coordinate onboarding meeting with Nick, ensuring alignment on sales processes and communications
Provide Harisโs team with 4-5 websites by early next week to initiate service handoff
Inform Patrick about removal from new website projects and finalize transition plan for his current design commitments
Gain access to Google Analytics for site traffic monitoring
Evaluate pricing structure for maintaining transitioned websites, considering lower fees for existing sites
Prepare internal proposal on service costs and communicate to Alex
Prepare for and participate in morning meeting to review project statuses and requirements clarification
Request Tavish to prepare a cost estimate and timeline for custom email sending platform using multiple SMTP relays for 250,000 emails/month volume
Explore feasibility of consolidating clinics into a single email account with automated lead syncing with GHL
Investigate missing lead counts and clarify differences in lead data report
Follow up on lead discrepancy with Evan and provide updates to Judith
Confirm Podium widget readiness and coordinate with Dennis on launch timing
Evaluate building a custom email sending platform using SMTP relay services and multiple IPs; provide feasibility and cost outline
Finalize monthly business review (MBR) presentations focusing on lead data and remove the problematic Slide with lead count discrepancy
Complete and circulate CRM lead stages and touchpoints document for team review
Send Dennis Podium widget launch progress inquiry and confirm launch date to inform Taylor
Follow up with Vanessa on Nextec to Zenoti package migration issues
Email Vivi to check on Go High Level Skin Tastic queries regarding lead tracking discrepancy
Ensure clean Zoom call scripts are saved in Google Drive; implement logic updates today
Assess email delivery issues and facilitate options discussion with team, including coordination with developer Tavish Jawaid for alternative bulk email system proposal
Provide monthly trending and non-attributable leads data by end of day
Investigate Cloudflare outage on 5am PST and report findings
Send a follow-up email summarizing current actions and plans discussed in this meeting
Research reasons for recent drop in PPC campaign success and provide update
Continue curating and optimizing existing content pages based on search performance and engagement metrics
Explore competitor backlink disruption strategy to improve SEO rankings and report results
Continue tracking PPC performance with existing tools until alternative metrics are provided
please review the SMS copy before I send over for review/approval <https://docs.google.com/document/d/1k4lDp8sg4aj_DO7L_j8jgU-NqIKkUryPgvl2Z1Fmh70/edit?tab=t.mupw10cv4rpa#heading=h.end7bxx6gyez|docs.google.com/...>
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SEO Optimization
SEO Optimization
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New Website
SEO Optimization
New Website
New Website
Internal Tool
Website Build + SEO Optimization
Website Build + SEO Optimization
Website Build + SEO Optimization
New Website + SEO
New Website + SEO
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New Website + SEO Optimization
New Website + SEO Optimization
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WebApp
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- add chaser
Completed (3270)
please remove <https://www.mirabilemd.com/cmsms_doctor/nikki-sykes/|Nikki Sykes> from the `+mirabile` about us page
can you please go through the the `+mirabile` IG and find any posts with Nikki in it? please go back a few months and also review the july content to be sure we dont have any images with her in them.
i forwarded you an email related to `+shantioc` website updates for headshot & bio
audit all `+wellgreens` GBP phone numbers; ensure all phones are correct per location
plz review this SOW to ensure it has all the correct/updated scope verbiage.
menu dropdowns are being weird +<https://enhancedcareca.com/>
review all reports regularly every Monday Wednesday Friday `+PMP` `+Email` including min and max date
need your help before noon, as much of this as you can do `+SVH` - For Danโs compliance meeting, we need one simple prep doc. Please pull the top 20โ30 Google Search Console keywords with clicks, impressions, CTR, position, and landing page. Then audit the site for pages using clinical/diagnostic language like anxiety, phobia, disorder, panic attack, trauma, treatment, therapy, diagnosis, and thanatophobia. For each risky page, note the URL, risky wording, traffic value, and recommended action: rewrite wording, add disclaimer, convert to educational/blog page, or remove low-value terms. The goal is to show Dan what wording may be a compliance risk and what we can safely change without hurting SEO traffic.
could you take a look at `+heliogold` <https://heliogold.com/consultation>, when input ca address it will still say only serve california customer
please update the images on the `+greenspring` july email <https://github.com/BrandRap-LLC/gsa_july26_monthlyspecials_email|github.com/...> into section (screenshot below) - page 3 product of the month - page 4 <https://www.canva.com/design/DAG-mE0cTGg/mFWOP7DauEwkexqeVZCeyg/edit|www.canva.com/...>
plz help to see if we can get a 626 xxx x777 number in callrail, and use it for `+ECM`
please update the images on the `+sci` july email <https://github.com/BrandRap-LLC/sci_july26_monthlyspecials_email|github.com/...> hero - page 2 product of the month - page 3 <https://www.canva.com/design/DAG-mE0cTGg/mFWOP7DauEwkexqeVZCeyg/edit|www.canva.com/...>
plz update `+humbleWine` product based on <https://docs.google.com/spreadsheets/d/1wIYl3-vKNkJuqTR7Ba5ZHygh39a89odHP07qp7B_h_o/edit?gid=1202112067#gid=1202112067|docs.google.com/...> we only need to update cells painted in ORANGE in Column C D E & F after update, kindly export another product list as usual
please go through `+watertechniques` lander checklist - <https://hub.brandrap.com/websites/98?tab=assets>
can you fix the `+pureskin` logo on their july special email on mobile? please see the screenshot below <https://github.com/BrandRap-LLC/ps_july26_monthlyspecials_email|github.com/...>
please prepare GBP optimization master sheet for Matt Henderson Golf `+campus` (<https://share.google/nBMrY8E7zbGtP0oDP>)
client: woosh hi <@U077JMQGKMX>, we are working on a new project for our clients whoosh related to golf which reply on a reliable model to detect the golf ball, tee, hole, clubhead accurately; we would need your help to label these objectives using a platform call roboflow, could you please review the instruction below, and let me know for any questions/concerns? I will finish the upload by eod so we can start tmr, thanks! instructions: <https://docs.google.com/document/d/1pMNbtaKzCSlVARtO-9QWmM1EmnWvYk8YDqiDP1wwOwA/edit?tab=t.0|docs.google.com/...>
can we make this <https://sonkuki.com/products/sonkuki-customized-pergola-system|sonkuki.com/...> jump to <https://sonkuki.com/collections/pergola> for now? `+sonkuki` we will build a dedicated page later
HUB now shows 0/10 in the main column even when checklist items are marked done from the checklist modal.
could you take a look at the `+shantioc` webiste <https://www.shantioc.org/our-team/>, looks like many headshot are not showing up property, see screenshot below
+3250 more completed items