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Pending (725)
please finish this auttomation `+medleaf` - <https://flows.brandrap.co/workflow/vqjj9f-xj_jmajDsVb_9D?projectId=nzW28yZ5vBMNKEwS&uiContext=workflow_list|flows.brandrap.co/...>
, here is the ppc game plan that fernando put together for St George, could you please review and let us know your feedback, ty <https://docs.google.com/document/d/1imI5uYOKCD4qkHYGlhbLUZfgQd4CZtkAVDkcKGn8aYc/edit?tab=t.cz6oqqogmlfb|docs.google.com/...>
i updated the PMP reporting need updates <https://docs.google.com/document/d/159ARYUP8l3NWBiHlgz0o2tj9nKU0zsOGK93tC2Fxx0k/edit?tab=t.jgqlzhi4bbmb|docs.google.com/...>
please review PMP cohort with source sample data, once approved i will send to judith for review, ty; <https://docs.google.com/spreadsheets/d/1cZThMtfmw3U1w22zBPteHrXMCgKucgCRYJ4RACoIPYo/edit?gid=352800799#gid=352800799|docs.google.com/...>
Prepare a 90-day SEO Review Report for NorthTahoeRentals.org. Reference the last report sent to the owner on Nov 4th (<https://north-tahoe-rentals-8wpkei5.gamma.site/>). Complete this task by next week.
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
Ensure that task lists in HUB are up to date, with no past due dates, and all tasks correctly tagged with the appropriate client before the meeting tomorrow.
-- we need to set up *LEAD NURTING* emails & SMS for ALC. all sms copy, emails, subject lines, triggers, timing, and everything in this website has already been approved (BUT WE STILL NEED TO SEND TESTS ONCE THE AUTOMATIONS ARE IN PLACE). <https://pcrm.checkthevibe.io/alc-crm> lemme know if you have questions
- <https://www.schaefair.com/> is launched please run SF, GSC, and Speed tests `+schaefair`
here is the CGT data for taylor's report, i tried to stay consistent with our current reporting, I have the data and the doc below, could you review and i can let judith and taylor know, i got some questions to ask them new tables: โข cgt_employee_performance_week โข cgt_employee_performance_month โข cgt_service_mix_month on row 77-79 of the sheet below has the instructions and sample data <https://docs.google.com/spreadsheets/d/1_MphK4ZkG6ej3Dz__7KJ26k9etQBxlLTyZDSORQHUsE/edit?gid=1783658926#gid=1783658926|docs.google.com/...>
fyi Alex is going to to send over UX outline and screen-by-screen content items by EOD Wednesday
please create
Provide SEO reports regularly, highlighting keyword rankings and traffic trends during site transition
Send Altitude Team the utility email address necessary for Medleyโs GBP setup
Call George to expedite the internal email and domain coordination for Medley GBP
Clear cookies to verify Google Maps pin behavior and photo updates were successful
Continue investigating SDK capabilities for Dutchy e-commerce theme creation and update John accordingly
Send John presentation on the PVC game plan and draft site structure
Follow up with Jungle Boys regarding reciprocal backlink arrangement for mutual SEO benefits
Submit and monitor tickets for utility bill appeals, and continue engagement with support under the new process
Confirm that John has access to the marketing creative folder and resend invitation if needed
Confirm receipt of presentation and draft site files from Altitude Team for review
Coordinate scheduling for the next meeting and send calendar invite
Follow up with team to remove outdated photos from Google Business Profiles to maintain consistent branding
Coordinate with marketing on Q1 design assets and confirm any new dimensions needed for e-commerce themes
Complete additional pages and accessibility updates for Sanitas GBP, targeting mid-January launch
Assist Mike with BIOS reset guidance and share Windows USB installation procedures
Coordinate scheduling with Tabesh and clients for Humble and Wine website launch and updates (01:09:19)
Follow up on attorney firm free trial offer and coordinate with Haris on proposal progress
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)
Assist with cost finder dataset organization and start staging automation tasks with loan (01:14:40)
Provide ongoing AI model updates and deploy new version to cloud by Wednesday for testing
Finalize and send the attorney firm proposal, balancing effort and client expectations
Coordinate with Tabesh to build Supabase database for new projects and align backend infrastructure (01:15:13)
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
Oversee usage monitoring costs and advise on resource scaling for cloud-hosted AI services
Incorporate Slack summaries into 'The Beast' system and coordinate VA Long to clean and process data
Complete upcoming meeting preparations and ensure clean task associations in 'The Beast' before handing off for expert refinement
Write updated roadmap for client apps and oversee transition to dev team for ongoing maintenance (01:21:33)
Provide client feedback on burnout signs and identify opportunities for workload offload support (01:12:26)
Troubleshoot client website issues with Haris, including test of cookies, ad blockers, and geographic VPN impact (01:20:02)
Finalize video recording feature for coaches and integration with app
Continue progress on college matching engine and coach functionalities; await finalized list of screens from Alex for further development
Build and maintain the independent script for calendar syncing between Coach Now Academy and Thrive platforms after receiving test accounts
Coordinate internal discussions on timeline and effort for Golf Genius calendar integration and report back
Develop and finalize trending athletes and recruiting features for the coach side within 24 hours
Prepare updated designs and Jira tickets for college matching, coach, and student modules; prioritize and organize features for next sprint
Provide test accounts for Coach Now Academy and Thrive Sports marketplaces to enable calendar integration development
Deliver details on Campus Academy coachesโ GMB optimization to client and internal team; decide on GMB management strategy; budget for GMB setup if needed
Send example files and screenshots for Golf Genius HTML content integration for Campus Academy website development (01:20:13)
Set up and manage content approval platform workflow; coordinate client feedback and revisions on social/email/social assets (01:12:25)
Oversee and ensure client compliance with content submission deadlines, coordinate with Nick for proactive asset management (01:58:50)
Provide feedback and design updates on college detail pages; collaborate on coach profile messaging and editing features
Check Mirabile clinicโs consult and treatment records to identify if consults exist without subsequent service creations, to produce real-life examples
Order KCC removal from metrics and payments and control timeline of deletion
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
Direct Evan and Haris on proving same-day treatment consult rebooking logic and ensuring clear internal communication
Contact results team to confirm definitions regarding same-day bookings and consultation rebooking metrics
Provide screenshots or UI examples showing how consultations plus same-day treatments are recorded in the system to counter claims of metric undercounting
Provide guidance on UI graphic adjustments and CRM staffing needs
Harmonize UI presentation of Skin Fitness and Laser Hair Removal programs to improve readability and remove inconsistent graphics
Investigate turning off unused accounts/services to reduce costs
Remove credit card from KCC account to stop payments immediately while delaying deletion of all data for one month per instructions
Prepare for Wednesday PPC review meeting and incorporate Judithโs feedback for Friday update before her leave
Send finalized executive summary email with pricing and timeline details removed to client ASAP
Review and update email and PDF communications before Han sends out to client for accuracy and conciseness
Reply to clientโs associate adding Haris Karim on the email chain and include executive summary PDF
Utilize AI to generate content drafts for new educational material after Han confirms document accuracy
Revise site architecture document per client feedback after confirmation on products and categories
Follow up with Humble Wine client regarding questions on wine categories and provide updates to Haris
Ask client about category details for 'specialty sake' and 'shochu' products to clarify site architecture
Assist with final edits to executive summary email content, removing pricing and launch week details
Confirm if client will add new Chinese wine brand 'SHSEDE' products to the catalog
Coordinate meeting with Haris Karim to finalize Campus Academy pricing
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)
Investigate Shopify billing and app installation constraints under development plan environment
Implement sales rep management app within Shopify after client provides detailed requirements
Provide ongoing updates to Alex and team regarding project progress ahead of client meeting (01:00:04)
Schedule and attend Campus Academy discussion meeting with Alex for pricing finalization
Troubleshoot and enhance multiple file upload functionality for reps within Shopify or explore paid apps
Complete homepage revisions by tomorrow based on simplified content and requested client changes
Assist Alex with content review and homepage simplification to meet client expectations (01:00:47)
Gather detailed paid campaign performance data and prepare a summary for Mondayโs review
Coordinate with Sam to review CRM text automation flows and potential technical issues
Prioritize and coordinate website integration of CRM after finalizing full game plan
Review and update automation flow rules to avoid overlapping messages and improve messaging hierarchy
Finalize email notification logic for asset review approval and feedback requests
Implement sorting and filtering features by clinic and project in the CMS collections as of today
Work on email template designs and finalize their styles with the design team, share options with Judith
Share updated CRM cadence and automation rules with leadership and team for feedback
Conduct a deep dive review of December paid leads and campaign performance on Monday
Update Judithโs admin access in CMS and verify her login for asset review management
Add one new stage to the CRM campaign flow document tonight
Review and correct spelling of 'BOYU' in email documents
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
Confirm Dev has updated task statuses in project tracking tool and deployed the current Rita site version
Monitor ongoing deliveries and maintain availability during upcoming travel
Complete active tasks for Rita project and update Pastel task statuses from 'in progress' to 'in review'
Present Serenity Woodland Hills email proposal as a simple executive summary to the client for feedback and approval
Coordinate with Dev to push latest changes on a new branch for merging with Harisโs branch
Continue fixing crawler accuracy issues related to product reading
Push completed changes to repository and deploy current site version
Maintain updates on CRM changes and coordinate with Judith for smooth implementation
Follow up with team on resolution and update regarding non-attributable leads figure
Review and troubleshoot Podium widget lead submission issues, investigate lead volume and quality, and coordinate with Judith on next steps
Verify and confirm if non-attributable leads numbers are updated on reports, then report back to Judith
Review all existing ad campaigns with a focus on Google campaigns and creatives for current month, and collaborate to fix creative visibility issues
Complete and share TRM copy draft for January 1 ALC launch by tomorrow
Resend existing content request form links to Judith for review
Ensure call transcript folder accessibility and assist with any relocation or further sharing needs
Investigate and fix the Google ad creative visibility and campaign status issue with the team
Prepare and provide detailed requirements/specifications for new content request form by tomorrow
Finish the marketing piece she started independently and report back
Conduct a deep analysis of November marketing performance focusing on spending and lead quality, particularly regarding paid social vs. Google ads
Continue internal employee review campaign with help from Altitude Team for content population
Send holiday hours (10 amโ6 pm for Christmas and New Yearโs) to Altitude Team for bulk Google Business updates
Share final structural plan for adding indexed copy to Walgreens website considering Dutchy integration
Monitor performance of new pin location in Encinitas after launch
Make dynamic Google review integration while filtering 5-star reviews feasible for Medley site without harming SEO or user perception (01:05:01)
Create a sticky 'Shop Now' feature on mobile and desktop for improved UX on the site (01:10:34)
Coordinate with John for site migrations and potential Webflow replacement, outlining pros, cons, and migration approach
Finalize campaign for Walgreens keyword-rich review responses and internal employee outreach for increasing positive reviews
Launch Medley new website immediately and apply final tweaks post-launch
Coordinate with George and Karen about authorized reseller logos and any additional trust badges for Medley site
Implement holiday hours update on Google Business for all Walgreens locations
Assist with PPC campaign setup using churn-and-burn and low-THC CBD methods; test and monitor conversion metrics
Continue follow-ups with Google Business profile team regarding pin reinstatement and verify DBAs for submissions
Continually resolve technical Google Search Console issues and optimize SEO with available access, pending SDK access for full scope
Maintain communication with Google Business profile support on pin reinstatement and follow up on tickets
Provide emergency contact details and support info for hosting issues
Provide access and facelift for Walgreens Google ranking internal tool dashboard
Fix 3D view glitches on Walgreens location pages and reposition view under store photos
Verify contract details and current scope with Luna Creative managing Webflow hosting
Look into acquisition of appropriate domain names for PPC churn-and-burn and CBD strategy testing
Develop content copy database system to decouple product copy from Dutchy for easier platform transition
Contact Mike (point man) to verify access to all necessary marketing and analytics accounts after Butterfly access is restored
Send website design plan with example sites to Steve by end of next day for feedback on style, user flow, and messaging
Coordinate with Mike to schedule meeting next day to clarify all access rights for marketing and Butterfly systems (01:00:48)
Monitor Butterfly account reactivation status and hold communications until access is regained to complete data export and migration planning (01:03:35)
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
Participate in scheduled call with Mike and Brandrap team to review access and marketing strategy (01:01:41)
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
Coordinate with Sam and Han for presentation prep and ensure campus system readiness for upcoming launch (01:54:42)
Follow up on credit card acquisition for managing company expenses starting 2026
Monitor and report on PPC and marketing effectiveness with clients, especially medical spa vertical, and inform team of cancellations or client issues
Provide PMP and CPR report insights for marketing presentations at upcoming client meetings (01:07:44)
Provide quick troubleshooting and support for client meeting demos and onboarding systems (01:54:35)
Oversee contractor bonuses distribution for Philippines and Pakistan teams ($100 per contractor) as cultural practice (01:44:53)
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)
Create separate code branch for Call Coach features development to avoid conflicts (01:46:48)
Manage cash flow tracking and collections follow-up with partners Alex and Tony to reduce outstanding $19k balance
Set up line of credit with QBO credit card or similar to smooth subscription payments; plan monthly repayments to avoid interest
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)
Assist with preparation of data reports for client meetings (01:07:04)
Assist in prepping technical and marketing documentation for medical spa proposals (01:20:28)
Schedule pre-January 20 meeting to assess December's financials and finalize profit-sharing calculations
Provide updated background photos using Adobe Stock images
Send completed poster design to the printing service as soon as possible
Share a first iteration of the coach features website with notes on pending sections within one hour before Vegas meetings
Deliver the testing URL of the coach registration flow once redirection is implemented
Create a dynamic QR code redirecting to "/qr" URL for flexible destination changes
Fix typo in the communication channel and resend the corrected QR code to the team
Complete differentiation between coach and player dashboards and finalize coach registration flow with role selection option
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
Assist Haris with GeoRanker UI facelift and provide frontend design clean-up after Harisโs foundational work
Add Ops GitHub authentication to 21st dev account login to unify team access
Send the finalized coach onboarding webpage link after athlete-coach sign-up redirection fix
Finish remaining athlete/coach sign-up redirection on Supabase and finalize dashboard differentiation
Share email report template for GeoRanker customer ranking update notifications
Create a static UI prototype for GeoRankerโs reporting facelift for development team incorporation
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
--- there is a lot of the Tech Stack that we can consolidate, cancel,. optimize, or expand. please review the tech stack list below. set the ACTION, add NOTES, and add WHAT WE'RE GETTING. communicate with each other. <https://docs.google.com/spreadsheets/d/1K0a6J4eaq6DiSl2sOg6unR9nOZqvqmOvL7Ue0a1qCSk/edit?usp=sharing|docs.google.com/...>
Continue QA and reload patient package balance data; discuss pay-as-you-go vs package liability with internal team
Liaise with Mike and Noah about contract and commission status
Monitor Performance Max campaign and coordinate budget increases; query Fernando on Google Ads channel budget splits and campaign overlaps
Monitor contract status from Noah for commission processing
Provide Constant Contact data access to Evan for campaign analytics
Collect Constant Contact campaign data via Samโs access
Work on weekend to finalize project scope and presentation
Follow up with Uncle Fossil on Shopify theme decision and med spa Doordash setup
Investigate broker relationships and acquisition insights with ECM owner
Continue SEO improvements and backlink audits as guided by Evan and Haris
Coordinate with Sam and Evan on high-tech scope and technical data tasks
Teach team how to perform backlink disavow procedures (01:15:00)
Send invitation for Sunday night โA teamโ meeting (01:17:00)
Prepare vague directional proposal for med spa acquisition by Tuesday
Organize Sunday or Monday night meeting to discuss financial split and finalize arrangements with Noah
Analyze SEO rankings and backlink toxicity reports; plan disavow procedures and training
Pull detailed email and SMS campaign reports including UTM tracking; investigate SMS reporting limitations due to automation use
Oversee moving San Diego Helio Gold reviews to Helio Builders on Yelp
Coordinate with Solar Tech to establish email alias (e.g., HG at Solar Tech) for lead management
Take ownership of Google and Yelp reputation updates to ensure smooth brand transition
Begin shifting all new marketing efforts after Dec 8-9 to Helio Builders branding and domain
Assist in migrating Yelp reviews from Helio Gold to Helio Builders, especially for San Diego market
Sync with Brandrap team on rapid development and improvements of Helio Builders website hosting solar content
Generate multiple business listings and citations for Helio Builders across major directory platforms to support SEO
Develop and deploy website banner on Helio Gold Solar site stating closure and redirecting leads to Solar Tech
Collaborate on final alignment of marketing materials reflecting brand transition
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
Coordinate SEO strategy link building between Helio Gold and Helio Builders to maximize organic reach during transition
Manage PPC marketing campaigns and ensure transition aligns with new Helio Builders brand
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
Manage Google My Business gradual profile updates to migrate business name and website carefully without risking suspension
Provide order export data to Evan and Sam for tracking reconciliation
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
Deploy updated OEM replacement pages to dev site and integrate Pastel for feedback, resolving current deployment issues promptly
Increase daily budget for Merchant Center PMAX ads to approximately $110/day and track performance
Review and provide consolidated feedback after internal meeting on Tuesday on OEM replacement pages and other updates
Explore adjusting visual design of replacement notification from yellow to green to improve customer perception
Update language to consistently use both 'replacement' and 'substitute' across pages for SEO and legal compliance
Send export of last 30 days of web orders to Evan for tracking validation
Implement legal-required wording changes to add 'substitute' before OEM part numbers on all relevant product pages
Perform backlink audit review and report findings regarding toxic links; recommend disavowal if necessary
Revert campaign budget to $1,500/month and monitor conversion data for two weeks
Develop lead generation audit widget with simple UI for non-technical users, integrating local ranking reports as free value-add to attract clients
Improve crawlerโs capability to run JavaScript for React sites and discuss hosting automated crawling process to reduce manual work
Monitor and update crawler progress with Long and provide workflow instructions to Tabish
Follow up with client about website status and delivery options, including exploring adding GMB and Jumper promotion for wifeโs business
Look into opportunity combining tech and financing service offerings for equity deals with clients like Uncle Fossil and medical spas
Communicate with other team executives about cost and resource allocation for wifeโs website development
Assist in preparing and refining plan and materials for Woodland Hills partnership discussion
Investigate MSO market and financing structures; draft performance-based ad financing proposals; explore market fit for lead gen tools
Coordinate data validation process post-crawler runs and audit AI-generated reports for accuracy
Access and review Shopify backend, confirm website status and readiness with client before progressing on site build
Ask client liquor store about delivery options and reasons for absence on delivery platforms
Prepare a priority list of topics for the Tuesday Woodland Hills meeting and develop printed materials for presentation
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
Review updated chatbot on staging site and test by submitting inquiries to verify information and marketing notes are captured properly in GHL
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
Configure and verify marketing-related fields in Go High Level to ensure marketing notes from chatbot inquiries appear correctly for the marketing team
Deploy chatbot changes on the staging site and coordinate with marketing to test submissions to confirm correct data capture and GHL entry
Send recommended document to Marketing Director explaining suggested GHL field usage and customization
Send updated app versions and drive links to Alex and team for review
Fix server-side Python code errors related to missing model data fields causing processing failures
Experiment with stabilizing video input or trimming features locally and share results with the team
Remove inaccurate data fields (face angle, face direction, putter path, distance) from app UI
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
Record new golf video with steady hand for model testing and demo to client Alex
Follow up on contract signatures and administrative documentation for client Alex
Continue QA on app usage flows to address navigation bugs and upload failures
Test and report app crashes and video upload errors using available builds; provide screenshots and diagnostics
Review and potentially implement function allowing users to trim video segments before analysis
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
Coordinate recording of a steadier golf video to reduce camera movement errors for better model accuracy
Provide updated build removing TensorFlow causing app crashes and improve app stability
Continue publishing blogs and verify availability of images, adding more if necessary
Replace AI-generated photo in Dellโs Hideout blog with original image as requested
Complete migration to Hub 2.0 platform by early next week ensuring improved analytics and user interface
Prepare and send pricing estimate for the AI instructor scoring proof-of-concept model
Review PMP lead nurturing and call center automation proposal with Taylor and Judith for implementation
Send the video link demonstrating AI-powered golf putting analysis (01:03:58)
Review missed calls and callback performance reports by clinic to identify operational improvements
Develop a proof-of-concept AI model to score fitness instructors based on audio recordings using an initial rubric
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
Provide necessary recorded instructor session audio files for AI scoring model training
Share missed call recovery and lead response time reports for PMP clinics and incorporate feedback for automated workflows
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
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
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
Follow up with Karen and George on launching the updated website and completing SDK access for further digital enhancements
Investigate competitor ad scripts and redirect strategies to inform possible client experimentation
Pull and deliver search trend data and city comparisons for pin test launch planning (01:14:30)
Create QR codes linked to Google Business Profiles for all locations to facilitate easy customer review submissions and handoff to design
Provide updated Medley account feedback and web design drafts to John and Karen pending final approval
Monitor and follow up with Google contacts on pin support while exploring friend-of-friend approval options cautiously (01:04:20)
Send all SOPs, monthly agendas, and keyword ranking reports into meeting chat and email for ongoing team reference
Upload and QA Google Ranking overlay tool user access for John and provide early visual tools for location-based keyword rank tracking
Close office door during calls to reduce noise
Continue SEO low-hanging fruit fixes and monitor ranking trends, delivering monthly detailed reports to John
Assess competitor sponsored ad workaround for cannabis advertising; propose grey-area content strategies for THCSD site to increase traffic safely
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)
Follow up on Google Business Profile appeal status for Temecula and Oceanside locations; maintain client communication
Develop one-time GMB optimization package and tiered website pricing model based on number of campuses and content needs
Build Canva social media template sets for Campus Academy including generic brand posts and monthly updates
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
Enable coach controls to edit academic score thresholds impacting matching algorithm (01:26:25)
Design recruitment interface with match engine and browsing filtered athlete video profiles (01:35:00)
Deliver finalized UI designs for conference next week (01:40:04)
Complete onboarding design for college coaches focusing on staggered data entry and dashboard entry flow (01:07:51)
Create mockup designs for college coach onboarding page and recruitment dashboard with swipeable video profiles (01:35:10)
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)
Review and approve Campus Academy proposal documents to clarify services offered
Collect and share client feedback on Campus Academy website design, relay updates to the team
Deploy Vertex AI Design Studio components for database relationship visualization
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
Implement Firebase Data Connect SQL for asset storage and API rewrites
Provide system to host and control email marketing via GHL subaccounts for campuses without granting direct access
Prepare demo-ready coach dashboard with dummy data highlighting upcoming features for conference presentation (01:08:00)
Implement logic to mark office opportunities as closed for callbacks following outbound calls to the same number
Continue collaborating with Nicole and team to monitor call management and provide updates for iterative improvements
Develop and roll out user interface to query phone number transcripts and call recordings for easier access
Set up keyword tracking (e.g., โconsult,โ โconsultationโ) in call transcripts to identify leads
Implement filtering logic allowing exclusion of calls from clients with recent/upcoming appointments unless the call was missed, pending approval
Conduct impact analysis on appointment-based filtering logic (e.g., exclude clients with appointments within 7 or 30 days) to estimate call volume reduction
Add recent appointment date to opportunities in GHL for filtering purposes
Communicate feedback and data on filtering logic preferences and operational challenges to Sam
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
Consult with Judith regarding possible changes to Google Business Profile phone number usage or broader filtering approach requiring approval
Add call status labels (answered, missed, voicemail) to Zoom calls in GHL
Implement recording settings on all Zoom lines to ensure calls are recorded
Assist in manual content optimization and technical SEO improvements to boost rankings for valuable keywords and enhance AI-driven search visibility
Continue providing prompt call quality feedback to improve PPC conversion targeting
Expand review acquisition program using tap cards and other mechanisms to increase GMB reviews
Collaborate on review management and identify opportunities to improve conversion pathways on the website
Investigate Google Ads conversion emails and clarify data sources to reconcile discrepancies with actual call quality
Continue optimizing PPC spend and keyword targeting, focusing on high-value seasonal keywords like frozen/burst pipes and other emergency restoration terms
Check with Kudos product team on redirect capabilities for review URLs to simplify multi-location campaign management
Evaluate and possibly delete outdated Google Analytics accounts to ensure accurate tracking and reporting
Support streamlined online review strategies with redirect URLs linking to appropriate GMB profiles for review collection efficiency
Monitor GMB call volumes and quality trends, especially in Denver and Boulder markets, and adjust SEO and PPC efforts accordingly
Continue manual content audits and keyword-focused updates across 1400+ pages to strengthen SEO and organic rankings
Maintain improvements on site CTAs and user engagement metrics that have contributed to reduced bounce rates and better ranking signals
Mitigate poor lead quality from PPC calls by refining negative keyword lists and ad targeting based on client feedback
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
Implement purchase pixel event on the website to capture purchase amounts and phone number, and integrate data into the CRM/SQL tables
Coordinate testing with Zishan for conversion event firing and tracking validation
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)
Obtain and send basic liability contract template for Uncle Fossilโs single location SEO and website work
Conduct deep dive into Google Ads conversion tracking to confirm if purchase events trigger correctly and identify any gaps
Follow up on Jumper pricing changes and client billing related to additional Walgreens locations (01:05:50)
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)
Advise on video upload limits and server load management to ensure app scalability (01:11:40)
Provide customer support and merchandiser access to fulfillment team at AVL AnvLong (01:09:00)
Continue manual curation of college logos and identify which logos in existing database are accurate or need replacement
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
Follow up on purchasing coach email list and coordinate with Chris for acquisition and use
Share coach account signup and profile field requirements with Tavish to ensure alignment
Send Tavish finalized detailed designs for the coach account side to enable build within timeline
Demonstrate Pastel tool usage and assist team on feedback collaboration process
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)
Integrate coach video upload field in profile as temporary solution before in-app recording is possible
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
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)
Arrange for Derek to get early app build and testing instructions including UDID collection (01:14:30)
Upload new product pictures to Tavish via Google Drive with shareable links (01:04:00)
Monitor PPC campaigns with paused asset groups and new shopping campaigns, ensuring proper split for products above $400 and rating plugs
Oversee no duplication policy for product pages and confirm approach on OEM/BRA product mapping
Continue analysis of PPC traffic performance and budget spend, addressing traffic quality and conversion tracking issues
Create and link OEM family informational pages with differentiated content to prevent SEO duplication
Direct phased plan for determining primary OEM replacements using external keyword search volume tools and prioritize higher volume categories
Implement search enhancements categorizing results by products and categories
Manage CallRail integration properly to avoid creating unnecessary separate accounts and confirm timely reporting of call conversions
Finalize blog spacing and formatting using JSON templates for adding new blogs
Operate whoosh upload system on the existing server environment
Coordinate with Sam and Mike to explain the distinctions between Jumper and GeoRanker/Grid Base to team and clients
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
Continue testing the new design tool for creating custom site components to improve design quality
Maintain use and refinement of GeoRanker/Grid Base for tracking SEO keyword variants and performance
Support client communications by ensuring sensitive proprietary details about Jumper technology are handled carefully to avoid concerns about potential Google My Business suspensions
Complete and send the attorney proposal as soon as possible
Provide referrals from Rescor as their business expands
Continue testing and applying the new design tool for custom site components to improve design quality
Advise on Linux server setup and install all required code packages for video upload processes
Oversee the ongoing server stability and coordinate with Sam on resource management and crash impacts
Follow up with Harris and Hunter regarding the attorney proposal delay
Complete and send the attorney proposal, applying a good margin, as soon as possible
Implement monitoring system (Uptime Robot) for server uptime with Slack alerts for downtime notifications
Remove the unused chatbot service to free server resources before deploying new processes
Establish guidelines to throttle video upload processing to one video at a time to prevent server overload
Communicate potential risks and disclaimers regarding Jumper usage internally and avoid mentioning mechanism to clients for risk mitigation
Monitor server reboots and notify the team about required manual restarts of automation processes
Collaborate on website design feedback and confirm style preferences
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
Offer interim inbound call support and training on stem cell services (01:11:07)
Provide continuous support and coordination with developers on website design and marketing strategies (01:06:20)
Review current CRM (Utterfly) usage and plan migration or integration; coordinate with data and tech teams for assessment
Lead onboarding and setup including SEO, website redesign, GMB optimization, and lead tracking system implementation
Support scaling and day-to-day operational communications with client, including informal lead inbound support to help sales team as needed (01:10:40)
Prepare billing framework and send scope and timeline update by end of the day
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
Collaborate on sourcing buyer intent data and integrating focused ad campaigns (01:13:00)
Conduct week-one audit of accounts, website, and data tracking; analyze and confirm marketing strategy
Advise on optimal telephony technology and pause current Ring Central adoption until evaluated (01:01:28)
Provide necessary access to website, hosting, domain, Google and social media accounts
Add Steve to Slack and establish communication protocols for quicker queries and feedback
Add Steve and Mike to Slack workspace for streamlined communication (01:00:02)
Deliver a roadmap with month one and two plans including website design and SEO undertakings
Sign and return the scope of work document to initiate services
Review and provide feedback on website design drafts and share homepage examples for design preferences (01:06:20)
Coordinate with team to incorporate client website examples for homepage design inspiration (01:07:30)
Assist in transferring data and CRM review with Haris and Mike
Facilitate communication and coordination between sales team and marketing agencies
Review and approve scope and billing terms for website and SEO
Provide links to website examples for homepage design and buyer intent data (01:09:00)
Advise against immediate phone system changes; consult internal experts before finalizing telephony
Send scope of work and detailed roadmap/timeline after initial audit
Coordinate migration plan away from Utterfly system including potential platform upgrade
Email Rita for latest feedback status
Send schedule for next week to Haris Karim
Draft Lifecycle CRM copy based on current documents
Coordinate with Judith on email platform plan using Zenoti and Constant Contact
Prepare to conduct CMS demo with actual content next Wednesday and arrange UX walkthrough
Follow up with Kylie about January content and hours question
Double-check feedback and progress on Ritaโs review
Begin outreach to Rescorp inquiries during his free time after business hours with finderโs fee compensation
Support Steve and Haris in project management and CRM integration
Provide real-time reporting dashboards accessible daily for Steveโs review
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
Create framework and automation tools for sales process improvement including objection handling, lead nurturing, and reporting dashboards
Provide access and coordinate with Haris and Mikeโs team for CRM data and sales process handover
Develop and implement AI-friendly website redesign and patient engagement tools such as treatment plan calculators and chatbots
Arrange and confirm a meeting with Mike and Haris to finalize contract and kick-off project (01:21:00)
Follow up with Steve to schedule next meeting and coordinate with Haris and Mike for operational handoff (01:20:00)
Bug Alex daily for finalized project requirements and instructions, and coordinate reminders with Sam and Tavish (01:01:35)
Send structured project list before next meeting for priority discussion and workflow creation (01:04:45)
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)
Coordinate with Chinese social media strategic partner (Retinode) for agency collaboration and lead referrals
Investigate PPC campaign conversion tracking issues and call duration filters
Investigate automating status reporting across campaigns utilizing VA logs and change histories
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
Collaborate with John and Ram to improve campaign setup and lead performance
Draft payroll vs contractor setup options for US team by next meeting (01:00:00)
Perform daily reminders to Alex for pending inputs on Homey, Ringline, and other projects (01:01:30)
Monitor and optimize PPC campaigns, especially PMP and BRA with budget adjustments and creative input
Communicate holiday schedule to team and manage expectations around availability (01:06:20)
Monitor development needs for Whoosh server video processing before launch
Coordinate email infrastructure DNS record updates and SendGrid warming process
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)
Provide required admin access to Google Ads, Analytics, and Search Console on receipt of access link from agency
Initiate Google Ads diagnostic review to find causes of low lead quality and geographic irrelevance
Prepare and arrange client meeting for audit walkthrough
Review forthcoming audit report and proposal, prepare to proceed with website rebuild and SEO engagement
Provide formal scope and pricing proposal after audit completion
Setup detailed tracking and dashboard reporting integration that includes call tracking, form submissions, and lead follow-ups
Coordinate with team to schedule detailed audit review meeting
Assist in technical cleanup of current website and hosting configurations to resolve duplicate content issues
Send client access links for Google Ads, Analytics, and Search Console for audit
Oversee and coordinate completion of SEO and Google Ads audit by team, aiming for next day proposal delivery
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
Convert incoming client photos posted by Mike Zuccolotto into Chaser tasks for tracking
Share keyword research strategies and data monitoring insights with team (01:30:02)
Guide Sam Dastmalchi on technical scripts for call data updates and Zoom call recordings
Offer to join client calls for better SEO communication and support (01:24:07)
Post client photos for CNC Plumbing and coordinate with Evan for follow-up
Assist in waking Harris and ensuring proposal completion for attorney client
Follow up with Fernando regarding Facebook ad budget increase and lead volume improvement
QA and activate GHL codesgrave nightly update script
Provide Hunter with CPR and scorecard reports for Harris's tasking
Work on Total Wine & Humble Wine website development as starting project
Fix design and functionality issues on Anderson clientโs grid-based reporting interface (01:17:13)
Communicate with Fernando regarding CNC Plumbing PPC issues and potential agency handoff
Assist Mike in messaging Hunter and managing client communication flow
Coordinate PPC budget and management discussions with Fernando for CNC Plumbing client and create detailed budget proposal
Provide regular SEO progress updates and assist in training clients on interpreting SEO results (01:06:00)
Engage with SEO team on keyword selections and performance expectations for clients (01:32:11)
Provide support for Chinese Social Media service launch and client invoicing
Continue follow-ups with Harris and Hunter for timely delivery of attorney proposal and client scopes
Investigate and clarify discrepancy in call/form leads data; adjust reporting to remove unreliable GMB totals but keep booking percentages
Review CRM flowchart once received and prepare discussion for next day
Discuss and finalize December email campaign plan in next meeting
Complete CRM mapping flowchart after AI tool issue resolved, send to Judith for review
Send payment details and clarify payment plans for Mirabili by next meeting
Conduct a test email send using new servers to a controlled group to check inbox delivery before Black Friday campaign
Finalize budget mapping and spending plan to ensure $75k spend target and communicate potential issues
Push month trending and non-attributable leads reports
Pay $1000 Mailchimp bill related to Mirabili
Provide ETA for completion of Ritaโs website updates
Complete cleanup of Ritaโs website as per comments and provide ETA
Follow up with USGA if no response is received by afternoon
Speed up delivery of finalized screens from the design team for campus project to accelerate development
Support communication and follow up on invoices and confirm receipt
Facilitate Patrickโs delivery of front-end designs daily for campus project to avoid delays
Add shop manager access to Vietnam fulfillment team with provided names and email addresses to manage orders on Shopify
Use new product files to update and customize the Ring Line product customizer
Assist with Jira access issues by sharing common account access until resolved
Send open invoices and billing documents to appropriate team member
Coordinate with team to finalize UI/UX components and ensure readiness for San Diego event by December 9
Collaborate with marketing and schedule a call with Horace and Chris Smeal to align terminology for college matching feature
Make mobile splash screen on MedLeaf invisible and add supporting sections for improved client experience
Send new product files to Tabish as soon as they arrive
Provide feedback and test Ring Line customizer text centering and etching issues, share findings with team
Send names and emails for Vietnam fulfillment team to Tabish for appropriate Shopify access
Push Patrick to finalize college coaches' data requirements and screen designs, deliver write-ups to Tabish
Request access to clientโs Shopify backend site next week
Participate in group call tomorrow night with all six key members to lock agreements before holidays
Finish wall printer project by tonight or deprioritize as agreed
Review Alonโs QA documentation and provide feedback
Organize physical meeting with ECM and Woodland Hills building owner ASAP
Lead outreach strategy for med spas and clinics for PMP acquisition deals
Coordinate dinner meeting with Mr. Pen and partners before Hanโs trip
Schedule and prioritize physical meetings with key clients/partners
Send website invoice after Haris completes website strategy
Write detailed QA process documentation for review and usage starting tomorrow
Provide variance range calculations and assist in QA process improvements
Monitor Slack communications, optimize messaging visibility
Assist in scheduling meeting with Newport, Medslaw, and Woodland as planned
Obtain signed client contract for wine store website
Provide PMP team with QA documentation from Alon starting tomorrow
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
Oversee Constant Contact account access updates and coordinate with team, paying special attention to 2FA and ownership changes
Lead clinics to start compiling their โdo not create opportunityโ contact lists to reduce irrelevant leads
Consolidate transcript folders and update sharing structures
Reorganize calls transcript storage into a consolidated folder and coordinate with Taylor to set up necessary Gmail accounts for sharing
Ping Taylor to confirm Gmail account creation for transcript sharing access (01:28:51)
Monitor budgeting spend progress and adjust campaign efforts between Google and Meta channels accordingly
Assist in testing transcript and opportunity creation workflows and build a UI for reps to access transcripts by phone/email lookup
Create a Gmail account to gain access to call transcripts and shared drive folders
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)
Prepare briefs and plans to support new facial balancing campaigns replacing fillers (01:20:45)
Review and approve CRM patient lifecycle visualization once developed by Sam
Manage email switching strategy with SendGrid and GHL UI while maintaining fallback with Constant Contact for Q4
Test faster opportunity creation in GHL by removing transcript dependency and investigate Mix call source tracking in Zoom vs. CallRail
Schedule and conduct Monday demos for new CMS and GMB phone number tracking improvements (01:26:39)
Document CRM/email deliverability pros and cons between Constant Contact and GHL and share with the team
Coordinate next steps for rollout starting with clinics capable of handling the new CRM system (e.g., Skintastic, Genesis)
Address content gap for Pure Skin clinic's December promotions and organic posts ASAP
Share feedback from clinic representatives on call delays and lead identification issues
Provide additional clinic insights on types of unwanted calls to help build exclusion list
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
Support CRM funnel updates by reviewing and submitting notes to Judith
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
Send updated CRM funnel and overview flowchart to Christine and other clinic managers (Aspen, Kaylee) for feedback
Follow up with Kaylee to get regional perspective and manage her concerns constructively
Assist in identifying priority filters and tags to improve SMS reply management in GHL
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
Update CRM funnel document with Taylorโs feedback during upcoming call
Respond to Harisโs additional questions via Slack
Coordinate with Fernando on budget pacing and confirm final budget allocations
Monitor client feedback regarding Genesis chatbot and GHL opportunities for any complaints
Share the pacing and budget sheet with Haris for transparency and coordination
Finalize and agree on which fields to keep or remove for the Campus project
Provide Haris with sample files from Ringline customization for order confirmation
Continue developing and implement the nightly batch process to capture missing Zoom recordings and save them to the drive
Work on facials and lasers campaign updates and test bulk changes using the MCP tool, reporting back on its performance and usability
Use the monthly projection sheet to adjust Google Ads and Meta budgets, redirecting funds as needed to optimize campaign pacing
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
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
Send Davidโs Plumbing site pastel link with resolved comments to client for final approval and launch
Follow up with Sam and Fernando regarding restructuring CNC Plumbingโs LSA ads and possible transition to Google Ads
Assist in implementing SEO and GMB optimization tasks upon plan finalization
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
Respond promptly to approvals or requests from Mike and Evan for SEO and website updates
Forward CNC Plumbing website approval to the website channel and coordinate site launch with Tabesh
Post query about GMB expansion in Squad channel tagging Sam and Harris to check possibility of obtaining GMB for other city via proxy
Guide Mike on posting escalations in public channels for visibility and task tracking
Add Mike Zuccolotto as follower on task updates related to CNC Plumbing site launch and SEO
Inform Jimโs SEO team to prepare a detailed GBP and GMB optimization plan for CNC Plumbing and send it to the client for approval
Clarify and communicate role hand-offs between game planning and execution teams to maximize team efficiency
Coordinate with Tabesh and Zuhair for website and SEO execution for clients like CNC Plumbing
Request the development team to regenerate a 'Pastel' review link for Davidโs Plumbing without comments for client presentation
Share provided contact list automation documentation and Klaviyo segmentation strategies with internal team for implementation (01:15:40)
Insert into Snowflake migration conversations to ensure marketing priorities and scope are considered
Review and prioritize UI/UX redesign and website technical optimizations to improve funnel conversion and SEO
Pursue conversation with Kelly regarding Snowflake migration timeline and identity resolution strategy (01:08:40)
Coordinate with SEO team on local SEO enhancements including Google My Business profile optimization, microsite structuring, and content differentiation
Analyze loyalty program data to refine referral process and customer incentives with a focus on driving higher incrementality
Collaborate on creative asset request process implementation in Asana or other project management tools to streamline marketing production
Discuss marketing tracking, pixel implementation, and UTM tracking frameworks with existing teams and agency (Highland Digital) to ensure accurate attribution
Work with analytics team (Kellyโs team) to define data master rules and update protocols between Snowflake and marketing platforms (01:11:00)
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
Obtain and share available GEOs from the client for door-to-door test and coordinate with the UK team about potential test integration
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
Continue monitoring legal and operational risk around ISP contracts and diversify providers/business entities accordingly
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
Introduce Alec to Haris for coordination of acquiring T-Mobile lines under third-party business names to bridge the account shutdown gap
Credit clientโs accounts approximately $1,000 a month as part of collaborative deal post T-Mobile transition
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
Build detailed and customized baseline reports for Jumper sales calls and integrate into their CRM
Update and share collaboration and pricing model document after the meeting
Provide list of potential geographic areas (cities, counties) for pilot testing Jumper door knocking sales efforts
Connect Haris with UK SEO business contacts to explore overseas expansion and insights
Provide detailed baseline reporting and route plans based on selected test geographies and industries
Send meeting participant emails including to Michael and Haris
Create and distribute employee handouts with keyword guidelines and review quality instructions for Yelp and Google to boost authentic review volume and quality
Collaborate internally to secure SDK access information from Luis and facilitate Altitudeโs integration to enable click-to-purchase conversion tracking
Participate in internal discussions to identify quick-win actions before major sales events like Green Wednesday
Assist in investigating conversion tracking integration and support communication with Horace and Luis
Engage with Wellgreens design team to optimize promo graphic use across profiles and pages
Develop and deliver a custom XML sitemap optimized for AI indexing to replace current Webflow sitemap
Continue weekly Google review responses and FAQ updates on Google Business Profile
Investigate and confirm conversion tracking integration details with Horace; coordinate with Luis regarding SDK access and implementation steps
Provide sample review keywords and Q&A questions for internal employee campaigns to enhance review SEO and Google profile engagement
Run and share local map ranking reports regularly; provide John with access to ranking monitoring tools
Combine audit report and ongoing tasks into a color-coded prioritized document with timelines
Assist MedLeaf site team with graphics and SEO work; monitor Blaze app for broken pages and provide feedback
Coordinate with Luis to obtain SDK access and share progress updates with John
Coordinate and share promotional graphics with Altitude for use on Google Business Profiles and location pages
Funnel communications and updates through himself to streamline decision-making and task management
Provide Curator account access or credentials to fix Instagram image auto-feed on website
Prepare materials for Homie Campus and Ring Line projects as next priorities
Monitor Helio address autofill issues and confirm fixes are holding in production
Address client review collection issues and clarify project scope with Walgreens and Medley teams
Develop a simple user interface to fetch call scripts from the SQL database with automatic retrieval from Google Drive to avoid manual navigation
Continue optimizing AI tool usage strategies based on costs, accuracy, and task complexity
Prepare to replace existing Whoosh model files with new YOLO-only model without requiring code changes once validation complete
Communicate with Derek and Alex to validate the accuracy of the updated YOLO model for Whoosh
Share call script update document and notify Hunter of call script process completion
Evaluate pricing structure for maintaining transitioned websites, considering lower fees for existing sites
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
Prepare internal proposal on service costs and communicate to Alex
Prepare for and participate in morning meeting to review project statuses and requirements clarification
Coordinate with technical and legacy support to explore PHP bug fixes or necessity of rebuild
Gain access to Google Analytics for site traffic monitoring
Facilitate progress update and readiness check on WebRTC chat implementation and integration points
Arrange test environment release (e.g., TestFlight) of Whoosh app for Derekโs real-world testing
Review Campus Connect documentation and provide feedback on UI and feature specifications
Decide on whether to continue with Patrick for Campus Connect design based on deliverables
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
Review and summarize Alexโs recent document updates; highlight missing feedback for campus project requirements
Provide detailed onboarding flow and product profile guidance to the team and Patrick
Explore feasibility of consolidating clinics into a single email account with automated lead syncing with GHL
Provide monthly trending and non-attributable leads data by end of day
Email Vivi to check on Go High Level Skin Tastic queries regarding lead tracking discrepancy
Follow up with Vanessa on Nextec to Zenoti package migration issues
Send Dennis Podium widget launch progress inquiry and confirm launch date to inform Taylor
Complete and circulate CRM lead stages and touchpoints document for team review
Finalize monthly business review (MBR) presentations focusing on lead data and remove the problematic Slide with lead count discrepancy
Evaluate building a custom email sending platform using SMTP relay services and multiple IPs; provide feasibility and cost outline
Request Tavish to prepare a cost estimate and timeline for custom email sending platform using multiple SMTP relays for 250,000 emails/month volume
Confirm Podium widget readiness and coordinate with Dennis on launch timing
Follow up on lead discrepancy with Evan and provide updates to Judith
Assess email delivery issues and facilitate options discussion with team, including coordination with developer Tavish Jawaid for alternative bulk email system proposal
Ensure clean Zoom call scripts are saved in Google Drive; implement logic updates today
Investigate missing lead counts and clarify differences in lead data report
Investigate Cloudflare outage on 5am PST and report findings
Continue tracking PPC performance with existing tools until alternative metrics are provided
Explore competitor backlink disruption strategy to improve SEO rankings and report results
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
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/...>
Internal Tool
Website Build
Internal Tool
SEO Optimization
SEO Optimization
SEO Optimization
New Website
New Website
New Website
SEO Optimization
New Website
New Website
Internal Tool
Website Build + SEO Optimization
HVAC Client Onboarding
Website Build + SEO Optimization
Website Build + SEO Optimization
New Website + SEO
New Website + SEO
New Website
New Website
New Ecomm Website
New Website + SEO Optimization
New Website + SEO Optimization
New Website
New Website
WebApp
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- add chaser
Completed (1962)
SJ memberships edits <https://usepastel.com/link/odgydl7o/#/membership-2/>
SJ membership edits <https://usepastel.com/link/odgydl7o/#/membership-2/>
just in case Haris has not told you yet: remove `+Cefalu` from Jumper
can you please add ALC march collections to the CMS? ( please add their ads) <https://princetonmedspapartners-my.sharepoint.com/:x:/p/kalred/IQBin39jqWlATbLg-5fOIJu3AWWzHhTuLAUQODZnjVvQFMU?rtime=ER_f18Bp3kg|princetonmedspapartners-my.sharepoint.com/...>
forwarded you an email chain with `+medleaf` need to change the cities they listed as coming soon, and add a pop-up form for them to get added to a waitlist, I will provide webhhook endpoint to capture those, just have the team setup a cloudflare functon for sending those
Add the AD March content to the tracker and CMS as per the provided instructions. Refer to the ad copy at <https://docs.google.com/document/d/1BBO-WhQdlVAnLpKU3H2LBMaW1GxDrv2wywRmTZTUIIM/edit?tab=t.0>. Follow the steps to create collections for each asset type under 'Specials | Social Posts | March 2026'. Note that ads do not need to be added to the CMS for AD.
can you make an export of all content and images on `+coriescafe` WP? or is there a sheet that has all? we're switching it to next.js and already have a home page design - <https://cories.pages.dev/> - I will take care of implementation but need the content
`+costfinders` plz crawl the follow locations for business under: Medical Spa Plastic Surgery Clinic Aesthetician Skin care clinic Skin Care from Gunbarrel CO Pine Brook Hill CO Valmont CO Eldorado Springs CO Superior CO Louisville CO Paragon Estates CO Oklahoma City OK The Village OK Nichols Hills OK Bethany OK Warr Acres OK Edmond OK Moore OK Norman OK Midwest City OK Del City OK Yukon OK Mustang OK Forest Park OK CO = Colorado OK = OKLAHOMA
review all reports regularly every Monday Wednesday Friday `+Princeton Medspa Partners`
PMP GHL Unsubscription settings, needs to be done on all clinics and both Email & SMS (also moving forward)
the 10 topics in hub1.0 for `+svh` are approved by email please write the content
ppc proposal for rescore for the lead generation to their new location (actual patient), see below for resources website: <https://rescoreclinic.com/> SOW: <https://gamma.app/docs/Scope-of-Work-ResCore-Website-Development-SEO--x3ihcjf6tx1lsvd?mode=doc|gamma.app/...> Meeting Note: <https://docs.google.com/document/d/1-eIlB04LgbUQuTtjXS0cuf8gAasmfP2Ym7rRqfcC0mY/edit?tab=t.0|docs.google.com/...>
I forwarded you an email about `+sausagesam` with some edits, please address and let me know if you have any questions, or once its done so I can get back to them
we need to update `+wellgreens` gbp's to talk about their price match, and no gimmicks, please refer to this new sites section about our promise for more info - <https://wellgreens.pages.dev/> - correct me if im wrong but we can only do description now? since FAQ is gone?
there is one Alluraderm fb ad spcl_spoff_fbfm_opn_25m_frcb_pmp_1 and the service section has frcb which is not in the naming list, should this be frcl: Fraxel + Clear and Brilliant? if so, please update th BR naming, you can leave the ad name on fb as is, ty
SJ member page edits <https://usepastel.com/link/odgydl7o/>
Please help me with a GBP posting content calendar for the St George account, both locations: <https://share.google/al6t3FfeeKQ9gxz71> <https://share.google/XsjTRJK77twIuCLkv> Similar to Restoration Logistics, let's do 2 posts per week for each location, in terms of posting topics/kws: Rotate through kws: โข UCSB Student Housing โข SBCC Student Housing โข Isla Vista Student Housing โข Santa Barbara Student Housing โข Affordable Student Housing *Post Structure* โข Opening: Primary keyword โข Body: 2โ3 supporting keywords based on primary โข CTA: โContact Usโ or โView Available Housingโ, use either Call Now button, or link to website I had chatgpt give me a gameplan based on the other optimizations is helped me with, we can refer to this for help: <https://docs.google.com/document/d/1vhafBvPCrsJLvi1RQYQ2k5TuyeYH52hLY1wExzEBnsI/edit?usp=sharing|docs.google.com/...>
can you check GHL import overdue tag -> create GHL opportunity automation? it looks like there are example where the tag was added but no new overdue opportunity was created; example: 5204497220, 2063623459, 5202601532 on GreenSpring
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please change Tuesday deal for `+medleaf` i just emailed it to you
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