Action Items

Tasks extracted from meeting transcripts

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Total: 3657
Pending: 778
Completed: 2725
Overdue: 58
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Pending (778)

Confirm Yelp business access for Wellgreens — Confirm Wellgreens Yelp business access is set up and accessible for the team.

HUBpending
🌐 WELLGREENSšŸ‘¤ John Hodge

Deliver PPC test wrap-up report with ROAS calculations and customer segmentation — 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.

HUBpending
🌐 WELLGREENSšŸ‘¤ Evan Jiang

Set up a delivery 'coming soon' interest list page for Encinitas — Similar to what was done for Medleaf — capture interest before the May 4th Encinitas delivery launch.

HUBpending
🌐 WELLGREENSšŸ‘¤ Zuhaib Khalid

Upload 420 deals to GMBs and per-store pages — Post the 420 deals (which vary by location) to the GMBs and per-store website pages.

HUBpending
🌐 WELLGREENSšŸ‘¤ John Hodge

Add Blogs

HUBpending
🌐 1010SouthFloresšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SonkukišŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 AlluraClinicšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 MHSšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 Horizon Enterprises Plumbing & Heating, Inc.šŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 CefalušŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 DrHunteršŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 StGeorgešŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 CoriesCafešŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 WaterTechniquesšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 TahoeRentalsšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 MikeDšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SausageSamšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 RescorešŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 DisasteršŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 ECMšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 KalevšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 Humble WinešŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 AcunašŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 BreweršŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 AllisonHVACšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 C&CšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 PureMoversšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 ZodiacšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 AndersonšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SchaefšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 UPRPšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 WELLGREENSšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 MedLeafšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 HeliošŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 ALCšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 MirabilešŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SCIšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 PureSkinšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 AlluraDermšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SkinjectablesšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 GSAšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SVHšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 BrahšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 InvestbyališŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 GenesisšŸ“… Apr 15, 2026 (Overdue)

Add Blogs

HUBpending
🌐 SkintasticšŸ“… Apr 15, 2026 (Overdue)

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>"

Chaserpending
🌐 Unassigned

please check `+pmp` Daily SendGrid Sync, there are updates that are inserting into SQL, but the latest send date was stil at 04/06 for most clinic; please check if the past 7 days loop is functioning correctly... seems like it loop the oldest date and quit? <https://flows.brandrap.co/workflow/Qqz7WMq5mTx2Mtqm/executions/2699663|flows.brandrap.co/...>

Chaserpending
🌐 UnassignedšŸ‘¤ Tabish JawaidšŸ“… Apr 16, 2026 (Overdue)

<@U086Z4CSHKQ|zuhaib> we need brand pages on `+wellgreens` website, a brand page, brand detail pages that would go as such /brands /brands/stiizy here is a list of brands we need to create pages for Here is the list of brands carried at all stores Alien Labs Connected CAM Eureka Tags Lost Farm Camino Wyld Allswell Kingroll Papa &amp; Barkley Pacific Stone PlugPlay Jeeter Maven Drops Candies CLSICS Raw Garden Jetty Cake Coldfire Flavorade Vuze Kushy Punch BLEM STIIIZY Hashish Emerald Sky Oakfruitland Cannabiotix Treesap Homegrown Boutiq RNBW Mr. Zips Big Petes Sluggers **Exclusives** * Legacy Genetics (Direct) * Flav * City Roots * Up * Direct * Lights Out

Chaserpending
🌐 UnassignedšŸ‘¤ Haris

Hi team, we will start migrating our BR AWS server to LW server and also swap MSSQL to PGSQL, please see DM for your user and password; document below has tabs including the list of items that need your help on migration, please feel free to add additional items; please keep the automation saving to BR AWS server on until further notice; let me know for any concerns, thansk <https://docs.google.com/document/d/16gDXQ9eNQLo9IcPYuO6hDUzgvmTf1SSv-yEAw4Hcr1k/edit?tab=t.y6koine68h1|docs.google.com/...>

Chaserpending
🌐 Unassigned

Build drop-off and IP data visualizations for the current landing page funnel — Sam confirmed the data already exists — just needs to be surfaced in Mariela's view so the team can see where users are dropping off.

HUBpending
🌐 HeliošŸ‘¤ Samyar

Develop and share designs with alternative logo color options for review — Develop and share designs with alternative logo color options for review

HUBpending
🌐 MySolarBids

Clean up uptime monitor integration in Hub — Make it so adding a website to Hub automatically adds an uptime monitor. Also fix the false alert issue.

HUBpending
🌐 UnassignedšŸ‘¤ Samyar

Implement Hub changes and push to staging — 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.

HUBpending
🌐 UnassignedšŸ‘¤ Samyar

Test SC Injectable lead nurturing emails and send to Judith for approval — Check test emails and confirm all links work, then send to Judith (the approver) before publishing.

HUBpending
🌐 SkinjectablesšŸ‘¤ Samyar

Investigate Facebook/Instagram access discrepancy for Mariela

HUBpending
šŸ¢ Heliogold🌐 HeliošŸ‘¤ Samyar

Send Mike screenshots of David's Plumbing GSC — David's Plumbing recently switched to Scorpion and their rankings are already dropping. Mike wants to see the GSC data.

HUBpending
🌐 UnassignedšŸ‘¤ Samyar

send info for PS lapsed patients

Chaserpending
🌐 UnassignedšŸ‘¤ Haris

test

HUBpending
🌐 WaterTechniquesšŸ‘¤ Zuhaib KhalidšŸ“… Mar 18, 2026 (Overdue)

, 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

Chaserpending
🌐 UnassignedšŸ‘¤ Haris

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;

Chaserpending
🌐 UnassignedšŸ‘¤ Haris

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: ā€œLegal adult-use,ā€ product categories like ā€œflower, edibles, concentrates,ā€ and the repeated requirement to ā€œshop in person with valid ID (21+)ā€ (which mirrors adult-use cannabis age rules). In particular, ā€œAdult-Use Cannabisā€ 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, ā€œcannabis concentrateā€ and ā€œedible cannabis productā€ are formal regulatory terms used in California’s cannabis regulations, and your page uses those same category labels. That said, from the pasted text alone I can’t verify the business is actually licensed or selling cannabis legally—I 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 California’s licensing resources.

Chaserpending
🌐 UnassignedšŸ‘¤ Samyar

MMD March Email

HUBpending
🌐 MirabilešŸ‘¤ Hunter Davis

ALC March Email

HUBpending
🌐 ALCšŸ‘¤ Hunter Davis

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`

Chaserpending
🌐 UnassignedšŸ‘¤ Chris Bautista

update FB & IG bios

HUBpending
🌐 BrandRapšŸ‘¤ Hunter Davis

ALC | March Ad Copy

HUBpending
🌐 AlluraDermšŸ‘¤ Hunter DavisšŸ“… Feb 4, 2026 (Overdue)

- <https://www.schaefair.com/> is launched please run SF, GSC, and Speed tests `+schaefair`

Chaserpending
🌐 UnassignedšŸ‘¤ Jim Magtira

fyi Alex is going to to send over UX outline and screen-by-screen content items by EOD Wednesday

Chaserpending
🌐 UnassignedšŸ“… Dec 30, 2025 (Overdue)

please create

Chaserpending
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

Follow up with Jungle Boys regarding reciprocal backlink arrangement for mutual SEO benefits

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENS

Confirm receipt of presentation and draft site files from Altitude Team for review

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Clear cookies to verify Google Maps pin behavior and photo updates were successful

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Send Altitude Team the utility email address necessary for Medley’s GBP setup

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Complete additional pages and accessibility updates for Sanitas GBP, targeting mid-January launch

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Submit and monitor tickets for utility bill appeals, and continue engagement with support under the new process

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Coordinate scheduling for the next meeting and send calendar invite

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Call George to expedite the internal email and domain coordination for Medley GBP

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Confirm that John has access to the marketing creative folder and resend invitation if needed

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Continue investigating SDK capabilities for Dutchy e-commerce theme creation and update John accordingly

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Provide SEO reports regularly, highlighting keyword rankings and traffic trends during site transition

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Follow up with team to remove outdated photos from Google Business Profiles to maintain consistent branding

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Send John presentation on the PVC game plan and draft site structure

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Unassigned

Coordinate with marketing on Q1 design assets and confirm any new dimensions needed for e-commerce themes

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENSšŸ‘¤ Samyar

Assist Mike with BIOS reset guidance and share Windows USB installation procedures

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Complete upcoming meeting preparations and ensure clean task associations in 'The Beast' before handing off for expert refinement

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Write updated roadmap for client apps and oversee transition to dev team for ongoing maintenance (01:21:33)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Follow up on attorney firm free trial offer and coordinate with Haris on proposal progress

Meetingpending
šŸ“ Data Review🌐 Unassigned

Provide updates on Res Core clinic site reactivation and ensure delivery of client credentials post-payment

Meetingpending
šŸ“ Data Review🌐 Unassigned

Troubleshoot client website issues with Haris, including test of cookies, ad blockers, and geographic VPN impact (01:20:02)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Coordinate scheduling with Tabesh and clients for Humble and Wine website launch and updates (01:09:19)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Provide client feedback on burnout signs and identify opportunities for workload offload support (01:12:26)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Coordinate with Tabesh to build Supabase database for new projects and align backend infrastructure (01:15:13)

Meetingpending
šŸ“ Data ReviewšŸ¢ BrandRap🌐 CostFindersšŸ‘¤ Haris

Provide ongoing AI model updates and deploy new version to cloud by Wednesday for testing

Meetingpending
šŸ“ Data ReviewšŸ¢ Altitude Create🌐 UnassignedšŸ‘¤ Evan Jiang

Address SkinCare Institute site popup issues with devs, considering regional privacy laws and security plugins (01:29:08)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Monitor AI labeling/QA processes and verify financial reporting API data structure for reporting buildout

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Assist with cost finder dataset organization and start staging automation tasks with loan (01:14:40)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Support Haris and Tabesh with backend development and legacy code modernization (01:02:45)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Finalize and send the attorney firm proposal, balancing effort and client expectations

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Oversee usage monitoring costs and advise on resource scaling for cloud-hosted AI services

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Incorporate Slack summaries into 'The Beast' system and coordinate VA Long to clean and process data

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Set up and manage content approval platform workflow; coordinate client feedback and revisions on social/email/social assets (01:12:25)

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Continue progress on college matching engine and coach functionalities; await finalized list of screens from Alex for further development

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 CampusšŸ‘¤ Tabish Jawaid

Provide test accounts for Coach Now Academy and Thrive Sports marketplaces to enable calendar integration development

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-Level

Oversee and ensure client compliance with content submission deadlines, coordinate with Nick for proactive asset management (01:58:50)

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-Level

Provide feedback and design updates on college detail pages; collaborate on coach profile messaging and editing features

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-Level

Develop and finalize trending athletes and recruiting features for the coach side within 24 hours

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-Level

Send example files and screenshots for Golf Genius HTML content integration for Campus Academy website development (01:20:13)

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-Level

Build and maintain the independent script for calendar syncing between Coach Now Academy and Thrive platforms after receiving test accounts

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Deliver details on Campus Academy coaches’ GMB optimization to client and internal team; decide on GMB management strategy; budget for GMB setup if needed

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-Level

Prepare updated designs and Jira tickets for college matching, coach, and student modules; prioritize and organize features for next sprint

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Campus

Finalize video recording feature for coaches and integration with app

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 CampusšŸ‘¤ Tabish Jawaid

Coordinate internal discussions on timeline and effort for Golf Genius calendar integration and report back

Meetingpending
šŸ“ CAMPUS + CAMPUS Academ...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Prepare for Wednesday PPC review meeting and incorporate Judith’s feedback for Friday update before her leave

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Harmonize UI presentation of Skin Fitness and Laser Hair Removal programs to improve readability and remove inconsistent graphics

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 GenesisšŸ‘¤ Haris

Investigate turning off unused accounts/services to reduce costs

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Direct Evan and Haris on proving same-day treatment consult rebooking logic and ensuring clear internal communication

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-Level

Remove credit card from KCC account to stop payments immediately while delaying deletion of all data for one month per instructions

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Check Mirabile clinic’s consult and treatment records to identify if consults exist without subsequent service creations, to produce real-life examples

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Provide guidance on UI graphic adjustments and CRM staffing needs

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-Level

Provide screenshots or UI examples showing how consultations plus same-day treatments are recorded in the system to counter claims of metric undercounting

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Evan Jiang

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

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Evan Jiang

Order KCC removal from metrics and payments and control timeline of deletion

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 Client-Level

Contact results team to confirm definitions regarding same-day bookings and consultation rebooking metrics

Meetingpending
šŸ“ J + H TouchbasešŸ¢ Princeton Medspa Partners🌐 MirabilešŸ‘¤ Haris

Review and update email and PDF communications before Han sends out to client for accuracy and conciseness

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Haris

Revise site architecture document per client feedback after confirmation on products and categories

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Han Li

Reply to client’s associate adding Haris Karim on the email chain and include executive summary PDF

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Han Li

Follow up with Humble Wine client regarding questions on wine categories and provide updates to Haris

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Han Li

Utilize AI to generate content drafts for new educational material after Han confirms document accuracy

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Haris

Send finalized executive summary email with pricing and timeline details removed to client ASAP

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Han Li

Assist with final edits to executive summary email content, removing pricing and launch week details

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Haris

Ask client about category details for 'specialty sake' and 'shochu' products to clarify site architecture

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Han Li

Confirm if client will add new Chinese wine brand 'SHSEDE' products to the catalog

Meetingpending
šŸ“ chat with Han🌐 UnassignedšŸ‘¤ Han Li

Complete homepage revisions by tomorrow based on simplified content and requested client changes

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Investigate Shopify billing and app installation constraints under development plan environment

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Provide ongoing updates to Alex and team regarding project progress ahead of client meeting (01:00:04)

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Coordinate meeting with Haris Karim to finalize Campus Academy pricing

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-Level

Troubleshoot and enhance multiple file upload functionality for reps within Shopify or explore paid apps

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Assist Alex with content review and homepage simplification to meet client expectations (01:00:47)

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Schedule and attend Campus Academy discussion meeting with Alex for pricing finalization

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Implement sales rep management app within Shopify after client provides detailed requirements

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Follow up with client tomorrow morning at 8:00 am meeting to clarify project status and communicate progress

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-Level

Add new payment card to Shopify for app billing purposes and resolve billing setup issues (01:02:19)

Meetingpending
šŸ“ Ringline Backend Requi...šŸ¢ Altitude Create🌐 Client-Level

Review and update automation flow rules to avoid overlapping messages and improve messaging hierarchy

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Update Judith’s admin access in CMS and verify her login for asset review management

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Coordinate with Sam to review CRM text automation flows and potential technical issues

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Work on email template designs and finalize their styles with the design team, share options with Judith

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Add one new stage to the CRM campaign flow document tonight

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Gather detailed paid campaign performance data and prepare a summary for Monday’s review

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Prioritize and coordinate website integration of CRM after finalizing full game plan

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Implement sorting and filtering features by clinic and project in the CMS collections as of today

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Conduct a deep dive review of December paid leads and campaign performance on Monday

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Finalize email notification logic for asset review approval and feedback requests

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Share updated CRM cadence and automation rules with leadership and team for feedback

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Assist technical discussion on crawling technology and advise on React frameworks

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Review and correct spelling of 'BOYU' in email documents

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Han Li

Complete active tasks for Rita project and update Pastel task statuses from 'in progress' to 'in review'

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Present Serenity Woodland Hills email proposal as a simple executive summary to the client for feedback and approval

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Monitor ongoing deliveries and maintain availability during upcoming travel

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Push completed changes to repository and deploy current site version

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Pull latest Rita project code after Dev pushes updates and create own branch for further small updates; coordinate branch merges after completion

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Confirm Dev has updated task statuses in project tracking tool and deployed the current Rita site version

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Continue fixing crawler accuracy issues related to product reading

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Coordinate with Dev to push latest changes on a new branch for merging with Haris’s branch

Meetingpending
šŸ“ The A-ListšŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Maintain updates on CRM changes and coordinate with Judith for smooth implementation

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Verify and confirm if non-attributable leads numbers are updated on reports, then report back to Judith

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Review all existing ad campaigns with a focus on Google campaigns and creatives for current month, and collaborate to fix creative visibility issues

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Resend existing content request form links to Judith for review

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Conduct a deep analysis of November marketing performance focusing on spending and lead quality, particularly regarding paid social vs. Google ads

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Review and troubleshoot Podium widget lead submission issues, investigate lead volume and quality, and coordinate with Judith on next steps

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 GenesisšŸ‘¤ Haris

Complete and share TRM copy draft for January 1 ALC launch by tomorrow

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Ensure call transcript folder accessibility and assist with any relocation or further sharing needs

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Follow up with team on resolution and update regarding non-attributable leads figure

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Finish the marketing piece she started independently and report back

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Prepare and provide detailed requirements/specifications for new content request form by tomorrow

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Investigate and fix the Google ad creative visibility and campaign status issue with the team

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Make dynamic Google review integration while filtering 5-star reviews feasible for Medley site without harming SEO or user perception (01:05:01)

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 MedLeaf

Verify contract details and current scope with Luna Creative managing Webflow hosting

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Launch Medley new website immediately and apply final tweaks post-launch

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 MedLeaf

Assist with PPC campaign setup using churn-and-burn and low-THC CBD methods; test and monitor conversion metrics

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Maintain communication with Google Business profile support on pin reinstatement and follow up on tickets

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Continually resolve technical Google Search Console issues and optimize SEO with available access, pending SDK access for full scope

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Provide access and facelift for Walgreens Google ranking internal tool dashboard

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENS

Develop content copy database system to decouple product copy from Dutchy for easier platform transition

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Fix 3D view glitches on Walgreens location pages and reposition view under store photos

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENS

Continue follow-ups with Google Business profile team regarding pin reinstatement and verify DBAs for submissions

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Implement holiday hours update on Google Business for all Walgreens locations

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENS

Finalize campaign for Walgreens keyword-rich review responses and internal employee outreach for increasing positive reviews

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENS

Coordinate with George and Karen about authorized reseller logos and any additional trust badges for Medley site

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 MedLeaf

Share final structural plan for adding indexed copy to Walgreens website considering Dutchy integration

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 WELLGREENS

Coordinate with John for site migrations and potential Webflow replacement, outlining pros, cons, and migration approach

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Create a sticky 'Shop Now' feature on mobile and desktop for improved UX on the site (01:10:34)

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Look into acquisition of appropriate domain names for PPC churn-and-burn and CBD strategy testing

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Provide emergency contact details and support info for hosting issues

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Send holiday hours (10 am–6 pm for Christmas and New Year’s) to Altitude Team for bulk Google Business updates

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Monitor performance of new pin location in Encinitas after launch

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Continue internal employee review campaign with help from Altitude Team for content population

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Continue diligent search and follow-up to obtain Butterfly contract and related documents

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-Level

Send website design plan with example sites to Steve by end of next day for feedback on style, user flow, and messaging

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Coordinate with Mike to schedule meeting next day to clarify all access rights for marketing and Butterfly systems (01:00:48)

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Maintain direct communication with Gary to confirm receipt of wire payment and request immediate reinstatement of Butterfly website and services (01:06:23)

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-Level

Schedule and host follow-up appointment with Steve and Haris to discuss access and next steps in migration and marketing plan (01:01:23)

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-Level

Monitor Butterfly account reactivation status and hold communications until access is regained to complete data export and migration planning (01:03:35)

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Contact Mike (point man) to verify access to all necessary marketing and analytics accounts after Butterfly access is restored

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-Level

Resend and simplify access link for Google accounts and marketing analytics to Steve and Mike; assist with access troubleshooting

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Participate in scheduled call with Mike and Brandrap team to review access and marketing strategy (01:01:41)

Meetingpending
šŸ“ Mike Zuccolotto <> The...šŸ¢ BrandRap🌐 Client-Level

Monitor and report on PPC and marketing effectiveness with clients, especially medical spa vertical, and inform team of cancellations or client issues

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Evan Jiang

Schedule pre-January 20 meeting to assess December's financials and finalize profit-sharing calculations

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Noe Avalos

Set up line of credit with QBO credit card or similar to smooth subscription payments; plan monthly repayments to avoid interest

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Noe Avalos

Provide PMP and CPR report insights for marketing presentations at upcoming client meetings (01:07:44)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Han Li

Update executive contracts with new salary and bonus structure based on 50/50 profit split and $15k base salary cap, then circulate for signatures

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Manage cash flow tracking and collections follow-up with partners Alex and Tony to reduce outstanding $19k balance

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Noe Avalos

Create separate code branch for Call Coach features development to avoid conflicts (01:46:48)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

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)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

Verify domain and Cloudflare DNS settings, monitor for unauthorized changes, and maintain control over production environment (01:48:11)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

Coordinate with Sam and Han for presentation prep and ensure campus system readiness for upcoming launch (01:54:42)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Follow up on credit card acquisition for managing company expenses starting 2026

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Provide quick troubleshooting and support for client meeting demos and onboarding systems (01:54:35)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

Assist with preparation of data reports for client meetings (01:07:04)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Evan Jiang

Oversee contractor bonuses distribution for Philippines and Pakistan teams ($100 per contractor) as cultural practice (01:44:53)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Noe Avalos

Assist in prepping technical and marketing documentation for medical spa proposals (01:20:28)

Meetingpending
šŸ“ Finalize the contract ...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Han Li

Deliver the testing URL of the coach registration flow once redirection is implemented

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Provide updated background photos using Adobe Stock images

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-Level

Communicate with the team about updates and coordinate follow-up messages from Vegas trip

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Send completed poster design to the printing service as soon as possible

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-Level

Share a first iteration of the coach features website with notes on pending sections within one hour before Vegas meetings

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Complete differentiation between coach and player dashboards and finalize coach registration flow with role selection option

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Send the final design files of the poster to the team channel

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Create a dynamic QR code redirecting to "/qr" URL for flexible destination changes

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Fix typo in the communication channel and resend the corrected QR code to the team

Meetingpending
šŸ“ CAMPUS SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Assist with investigating and explaining dependencies for business add location workflow using Map API

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Tabish Jawaid

Assist Haris with GeoRanker UI facelift and provide frontend design clean-up after Haris’s foundational work

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Samyar

Add Ops GitHub authentication to 21st dev account login to unify team access

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Samyar

Send the finalized coach onboarding webpage link after athlete-coach sign-up redirection fix

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Haris

Finish remaining athlete/coach sign-up redirection on Supabase and finalize dashboard differentiation

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Tabish Jawaid

Share email report template for GeoRanker customer ranking update notifications

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Tabish Jawaid

Create a static UI prototype for GeoRanker’s reporting facelift for development team incorporation

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Haris

Develop error tracking and notification improvements to alert if ranking reports don’t run properly

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Haris

Complete webpage design with interactive elements and integrate 21st dev UI components, then share instructions with the team

Meetingpending
šŸ“ GeoRanker + CAMPUS🌐 UnassignedšŸ‘¤ Haris

Continue SEO improvements and backlink audits as guided by Evan and Haris

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Monitor Performance Max campaign and coordinate budget increases; query Fernando on Google Ads channel budget splits and campaign overlaps

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Send invitation for Sunday night ā€œA teamā€ meeting (01:17:00)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Organize Sunday or Monday night meeting to discuss financial split and finalize arrangements with Noah

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Work on weekend to finalize project scope and presentation

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Investigate broker relationships and acquisition insights with ECM owner

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Collect Constant Contact campaign data via Sam’s access

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Liaise with Mike and Noah about contract and commission status

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Monitor contract status from Noah for commission processing

Meetingpending
šŸ“ Data Review🌐 Unassigned

Follow up with Uncle Fossil on Shopify theme decision and med spa Doordash setup

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Continue QA and reload patient package balance data; discuss pay-as-you-go vs package liability with internal team

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Analyze SEO rankings and backlink toxicity reports; plan disavow procedures and training

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Prepare vague directional proposal for med spa acquisition by Tuesday

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Teach team how to perform backlink disavow procedures (01:15:00)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Coordinate with Sam and Evan on high-tech scope and technical data tasks

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Pull detailed email and SMS campaign reports including UTM tracking; investigate SMS reporting limitations due to automation use

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Provide Constant Contact data access to Evan for campaign analytics

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Coordinate SEO strategy link building between Helio Gold and Helio Builders to maximize organic reach during transition

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 HeliošŸ‘¤ Haris

Schedule staggered Google Profile updates in accordance with best practices, changing one key element at a time

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 HeliošŸ‘¤ Haris

Finalize and communicate the legal closure date for Helio Gold Solar by Dec 31

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Collaborate on final alignment of marketing materials reflecting brand transition

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Assist in migrating Yelp reviews from Helio Gold to Helio Builders, especially for San Diego market

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Take ownership of Google and Yelp reputation updates to ensure smooth brand transition

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Manage Google My Business gradual profile updates to migrate business name and website carefully without risking suspension

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Oversee moving San Diego Helio Gold reviews to Helio Builders on Yelp

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Coordinate with Solar Tech to establish email alias (e.g., HG at Solar Tech) for lead management

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Begin shifting all new marketing efforts after Dec 8-9 to Helio Builders branding and domain

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Sync with Brandrap team on rapid development and improvements of Helio Builders website hosting solar content

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 HeliošŸ‘¤ Haris

Generate multiple business listings and citations for Helio Builders across major directory platforms to support SEO

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 HeliošŸ‘¤ Haris

Develop and deploy website banner on Helio Gold Solar site stating closure and redirecting leads to Solar Tech

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 Helio

Manage PPC marketing campaigns and ensure transition aligns with new Helio Builders brand

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 HeliošŸ‘¤ Haris

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

Meetingpending
šŸ“ BR & Helio Gold WeeklyšŸ¢ Heliogold🌐 HeliošŸ‘¤ Haris

Revert campaign budget to $1,500/month and monitor conversion data for two weeks

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Evan Jiang

Deploy updated OEM replacement pages to dev site and integrate Pastel for feedback, resolving current deployment issues promptly

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Implement legal-required wording changes to add 'substitute' before OEM part numbers on all relevant product pages

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Update language to consistently use both 'replacement' and 'substitute' across pages for SEO and legal compliance

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Increase daily budget for Merchant Center PMAX ads to approximately $110/day and track performance

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Evan Jiang

Cross-match web orders export from HubSpot with purchase event tracking to ensure data consistency

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Evan Jiang

Finalize URL restructuring to lowercase and implement consistent URL pattern for product pages

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Explore adjusting visual design of replacement notification from yellow to green to improve customer perception

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Provide order export data to Evan and Sam for tracking reconciliation

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 Brah

Review and provide consolidated feedback after internal meeting on Tuesday on OEM replacement pages and other updates

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 Brah

Perform backlink audit review and report findings regarding toxic links; recommend disavowal if necessary

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Send export of last 30 days of web orders to Evan for tracking validation

Meetingpending
šŸ“ Brah & BR WeeklyšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Improve crawler’s capability to run JavaScript for React sites and discuss hosting automated crawling process to reduce manual work

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Communicate with other team executives about cost and resource allocation for wife’s website development

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Coordinate data validation process post-crawler runs and audit AI-generated reports for accuracy

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Assist in preparing and refining plan and materials for Woodland Hills partnership discussion

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Review Jumper SEO keyword optimization and continue adding services and FAQs; maintain $500 charge after Jumper removal

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Investigate MSO market and financing structures; draft performance-based ad financing proposals; explore market fit for lead gen tools

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Monitor and update crawler progress with Long and provide workflow instructions to Tabish

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Develop lead generation audit widget with simple UI for non-technical users, integrating local ranking reports as free value-add to attract clients

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Prepare a priority list of topics for the Tuesday Woodland Hills meeting and develop printed materials for presentation

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Ask client liquor store about delivery options and reasons for absence on delivery platforms

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Access and review Shopify backend, confirm website status and readiness with client before progressing on site build

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Haris

Collect data on medical spa, facial, and hair salons in urban areas for social media promotion targeting Chinese audience

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Add client’s website contact to WeChat and invite to Slack for coordination about website usage before sending plans

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Look into opportunity combining tech and financing service offerings for equity deals with clients like Uncle Fossil and medical spas

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Follow up with client about website status and delivery options, including exploring adding GMB and Jumper promotion for wife’s business

Meetingpending
šŸ“ Projects Review🌐 UnassignedšŸ‘¤ Han Li

Change front-end chatbot text prompt to a clearer message encouraging users to text questions, removing vague starter messages

Meetingpending
šŸ“ 30 Min Meeting between...šŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Configure and verify marketing-related fields in Go High Level to ensure marketing notes from chatbot inquiries appear correctly for the marketing team

Meetingpending
šŸ“ 30 Min Meeting between...šŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Review updated chatbot on staging site and test by submitting inquiries to verify information and marketing notes are captured properly in GHL

Meetingpending
šŸ“ 30 Min Meeting between...šŸ¢ Princeton Medspa Partners🌐 Client-Level

Update chatbot flow to combine email submission acknowledgment with next inquiry question for smoother customer experience and immediate data capture

Meetingpending
šŸ“ 30 Min Meeting between...šŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Send recommended document to Marketing Director explaining suggested GHL field usage and customization

Meetingpending
šŸ“ 30 Min Meeting between...šŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Deploy chatbot changes on the staging site and coordinate with marketing to test submissions to confirm correct data capture and GHL entry

Meetingpending
šŸ“ 30 Min Meeting between...šŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Coordinate with marketing and web teams for Uncle Fossil and Humble Wine website and SEO optimization efforts

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Review and clarify contract for new client website project regarding Shopify and WordPress/Next.js responsibilities

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Record new golf video with steady hand for model testing and demo to client Alex

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Review and potentially implement function allowing users to trim video segments before analysis

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Continue QA on app usage flows to address navigation bugs and upload failures

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Monitor resource allocation to ensure no additional personnel needed for current app development workload

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Noe Avalos

Follow up on contract signatures and administrative documentation for client Alex

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Noe Avalos

Coordinate recording of a steadier golf video to reduce camera movement errors for better model accuracy

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Experiment with stabilizing video input or trimming features locally and share results with the team

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Fix server-side Python code errors related to missing model data fields causing processing failures

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Send updated app versions and drive links to Alex and team for review

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Provide updated build removing TensorFlow causing app crashes and improve app stability

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Test and report app crashes and video upload errors using available builds; provide screenshots and diagnostics

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Remove inaccurate data fields (face angle, face direction, putter path, distance) from app UI

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Track app hosting and cloud usage costs, prepare to advise clients on hosting responsibility post-public launch

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Noe Avalos

Replace AI-generated photo in Dell’s Hideout blog with original image as requested

Meetingpending
šŸ“ Monthly SEO Sync | CRGšŸ¢ Cohn Restaurant Group🌐 Client-LevelšŸ‘¤ Samyar

Complete migration to Hub 2.0 platform by early next week ensuring improved analytics and user interface

Meetingpending
šŸ“ Monthly SEO Sync | CRGšŸ¢ Cohn Restaurant Group🌐 Client-LevelšŸ‘¤ Samyar

Continue publishing blogs and verify availability of images, adding more if necessary

Meetingpending
šŸ“ Monthly SEO Sync | CRGšŸ¢ Cohn Restaurant Group🌐 Client-LevelšŸ‘¤ Samyar

Prepare and send pricing estimate for the AI instructor scoring proof-of-concept model

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-LevelšŸ‘¤ Haris

Share provider-level performance and rebooking reports with clinics to increase awareness and drive improvements

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-Level

Share missed call recovery and lead response time reports for PMP clinics and incorporate feedback for automated workflows

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-LevelšŸ‘¤ Haris

Share the Excel spreadsheet with KCC coaching call scoring data (01:03:58)

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-LevelšŸ‘¤ Haris

Review PMP lead nurturing and call center automation proposal with Taylor and Judith for implementation

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-Level

Provide necessary recorded instructor session audio files for AI scoring model training

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-Level

Review missed calls and callback performance reports by clinic to identify operational improvements

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-Level

Develop a proof-of-concept AI model to score fitness instructors based on audio recordings using an initial rubric

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-LevelšŸ‘¤ Haris

Send the video link demonstrating AI-powered golf putting analysis (01:03:58)

Meetingpending
šŸ“ Jeremy <> Haris: Proje...šŸ¢ Growth Edge🌐 Client-LevelšŸ‘¤ Haris

Deliver Visual aids and ranking grids for Monday meetings to improve internal reporting

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Support Dutchy platform integration for automated customer communication sequences

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Follow up with Karen and George on launching the updated website and completing SDK access for further digital enhancements

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Provide detailed review SOP for Walgreens team and share original and simplified versions via meeting chat

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Upload and QA Google Ranking overlay tool user access for John and provide early visual tools for location-based keyword rank tracking

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Send all SOPs, monthly agendas, and keyword ranking reports into meeting chat and email for ongoing team reference

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Monitor and follow up with Google contacts on pin support while exploring friend-of-friend approval options cautiously (01:04:20)

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Provide updated Medley account feedback and web design drafts to John and Karen pending final approval

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Create QR codes linked to Google Business Profiles for all locations to facilitate easy customer review submissions and handoff to design

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Pull and deliver search trend data and city comparisons for pin test launch planning (01:14:30)

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Investigate competitor ad scripts and redirect strategies to inform possible client experimentation

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Assess competitor sponsored ad workaround for cannabis advertising; propose grey-area content strategies for THCSD site to increase traffic safely

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Coordinate with design team for sticker creation using QR codes linked directly to Google profiles for customer review facilitation

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Continue SEO low-hanging fruit fixes and monitor ranking trends, delivering monthly detailed reports to John

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

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)

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Collaborate on QR code links and review collection process refinement to improve Google review volume and authenticity

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Work with John to identify and prioritize exclusive brands for product review boosts, syncing promotions with SEO strategy

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Follow up with Luis and LIS on SDK access status

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Present monthly SEO progress and team accomplishments in Monday leadership meetings using shared monthly timelines

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Close office door during calls to reduce noise

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Conduct field visits to Walgreens stores to assist employees and customers in submitting product reviews and verifying Google Business Profile data

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Share Pinterest ad screenshots and competitor ad examples with the team for analysis

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Develop and share overlay maps on keyword ranking per location to visualize service areas and competitive gaps

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Coordinate with the team on city selection for pin testing with data-driven analysis and share findings with John (01:14:30)

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Prepare demo-ready coach dashboard with dummy data highlighting upcoming features for conference presentation (01:08:00)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Investigate corrupted image saving issue and implement remedial fixes

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Create mockup designs for college coach onboarding page and recruitment dashboard with swipeable video profiles (01:35:10)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Provide system to host and control email marketing via GHL subaccounts for campuses without granting direct access

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Implement Firebase Data Connect SQL for asset storage and API rewrites

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Provide feedback on coach profile and college detail page proposed data fields and content including video onboarding questions (01:15:28)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Coordinate distribution plans and social media content strategy alignment for monthly templates and paid post campaigns

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Develop one-time GMB optimization package and tiered website pricing model based on number of campuses and content needs

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Deploy Vertex AI Design Studio components for database relationship visualization

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Review and approve Campus Academy proposal documents to clarify services offered

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Collect and share client feedback on Campus Academy website design, relay updates to the team

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Share images and proofs for Ring Line marketing banners using AI-generated visuals

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Finalize lead handling process ensuring direct and system-based notifications to campuses

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Communicate timelines and expectations with delivery team for Campus Academy conference materials and demo builds (01:40:50)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Complete onboarding design for college coaches focusing on staggered data entry and dashboard entry flow (01:07:51)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Build Canva social media template sets for Campus Academy including generic brand posts and monthly updates

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Design recruitment interface with match engine and browsing filtered athlete video profiles (01:35:00)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Deliver finalized UI designs for conference next week (01:40:04)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Follow up on Google Business Profile appeal status for Temecula and Oceanside locations; maintain client communication

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Enable coach controls to edit academic score thresholds impacting matching algorithm (01:26:25)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Implement recording settings on all Zoom lines to ensure calls are recorded

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Set up keyword tracking (e.g., ā€œconsult,ā€ ā€œconsultationā€) in call transcripts to identify leads

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Develop and roll out user interface to query phone number transcripts and call recordings for easier access

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Implement filtering logic allowing exclusion of calls from clients with recent/upcoming appointments unless the call was missed, pending approval

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Conduct impact analysis on appointment-based filtering logic (e.g., exclude clients with appointments within 7 or 30 days) to estimate call volume reduction

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Add recent appointment date to opportunities in GHL for filtering purposes

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Communicate feedback and data on filtering logic preferences and operational challenges to Sam

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-Level

Implement logic to mark office opportunities as closed for callbacks following outbound calls to the same number

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Add call status labels (answered, missed, voicemail) to Zoom calls in GHL

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Consult with Judith regarding possible changes to Google Business Profile phone number usage or broader filtering approach requiring approval

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-Level

Continue collaborating with Nicole and team to monitor call management and provide updates for iterative improvements

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-Level

Provide input on call filtering logic, including ideas to exclude answered calls at front desk/Nicole extensions and analyze behavior

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-Level

Suggest sizing impact and reduction of calls visible to Nicole to justify filtering scope before implementation

Meetingpending
šŸ“ AlluraDerm & BRšŸ¢ Princeton Medspa Partners🌐 Client-Level

Check with Kudos product team on redirect capabilities for review URLs to simplify multi-location campaign management

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 Restoration

Continue manual content audits and keyword-focused updates across 1400+ pages to strengthen SEO and organic rankings

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Evaluate and possibly delete outdated Google Analytics accounts to ensure accurate tracking and reporting

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 Restoration

Continue providing prompt call quality feedback to improve PPC conversion targeting

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 Restoration

Collaborate on review management and identify opportunities to improve conversion pathways on the website

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Maintain improvements on site CTAs and user engagement metrics that have contributed to reduced bounce rates and better ranking signals

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Mitigate poor lead quality from PPC calls by refining negative keyword lists and ad targeting based on client feedback

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Haris

Expand review acquisition program using tap cards and other mechanisms to increase GMB reviews

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 Restoration

Support streamlined online review strategies with redirect URLs linking to appropriate GMB profiles for review collection efficiency

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Haris

Assist in manual content optimization and technical SEO improvements to boost rankings for valuable keywords and enhance AI-driven search visibility

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Haris

Investigate Google Ads conversion emails and clarify data sources to reconcile discrepancies with actual call quality

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Haris

Continue optimizing PPC spend and keyword targeting, focusing on high-value seasonal keywords like frozen/burst pipes and other emergency restoration terms

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Haris

Monitor GMB call volumes and quality trends, especially in Denver and Boulder markets, and adjust SEO and PPC efforts accordingly

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Haris

Follow up on Jumper pricing changes and client billing related to additional Walgreens locations (01:05:50)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Noe Avalos

Monitor PMP AWS app shutdown over next 7 days to confirm no issues before permanent shutdown (01:02:15)

Meetingpending
šŸ“ Data Review🌐 Unassigned

Continue optimizing PPC and SEO campaigns with new keyword strategies to improve conversions from broader searches

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Plan revenue continuity and contract renewals for Whoosh MVP completion scheduled by month-end (01:07:30)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Obtain and send basic liability contract template for Uncle Fossil’s single location SEO and website work

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Noe Avalos

Coordinate testing with Zishan for conversion event firing and tracking validation

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Implement purchase pixel event on the website to capture purchase amounts and phone number, and integrate data into the CRM/SQL tables

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Prepare for potential custom code development to integrate NetSuite purchase data with CRM if Hotspot data is insufficient

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Investigate and validate conversion tracking accuracy with Fernando for campaigns showing low conversion rates

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Conduct deep dive into Google Ads conversion tracking to confirm if purchase events trigger correctly and identify any gaps

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Fernando Silvestri

Provide Sam with instructions and naming conventions for the new ecommerce pixel event and CRM integration

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Complete development and deployment of approved college matching and coach profile screens by next meeting

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Assist with Shopify product customization changes per Alex’s Loom video and requests (01:09:30)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Provide Alex with coach email list status and quality assessment

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Integrate coach video upload field in profile as temporary solution before in-app recording is possible

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Follow up on purchasing coach email list and coordinate with Chris for acquisition and use

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Share coach account signup and profile field requirements with Tavish to ensure alignment

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Send Tavish finalized detailed designs for the coach account side to enable build within timeline

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Provide customer support and merchandiser access to fulfillment team at AVL AnvLong (01:09:00)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Advise on video upload limits and server load management to ensure app scalability (01:11:40)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Evan Jiang

Host WordPress landing page on root domain and platform on subdomain; set up infrastructure accordingly

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Coordinate UDID and device info collection for app distribution and testing (01:10:20)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Evan Jiang

Demonstrate Pastel tool usage and assist team on feedback collaboration process

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Continue manual curation of college logos and identify which logos in existing database are accurate or need replacement

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Upload new product pictures to Tavish via Google Drive with shareable links (01:04:00)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Create and send Loom video walkthrough on Ringline customization UI questions for development team (01:08:30)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Provide Evan and team with updated latest player videos and label them sequentially (01:16:30)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Arrange for Derek to get early app build and testing instructions including UDID collection (01:14:30)

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Organize designs into approved status and finalize layout for V1 college profile and matching UI

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Perform QA and provide detailed feedback on profile upload enhancements, font sizing, and UX issues via Jira or Pastel

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Test Pastel tool and decide best workflow for tracking bugs and design feedback with the team

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Assist with syncing design specs to Figma or similar tools for better dev handoff

Meetingpending
šŸ“ Altitude Project Touch...šŸ¢ Altitude Create🌐 Client-Level

Oversee no duplication policy for product pages and confirm approach on OEM/BRA product mapping

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Haris

Monitor PPC campaigns with paused asset groups and new shopping campaigns, ensuring proper split for products above $400 and rating plugs

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Fernando Silvestri

Finalize blog spacing and formatting using JSON templates for adding new blogs

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Direct phased plan for determining primary OEM replacements using external keyword search volume tools and prioritize higher volume categories

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Haris

Create and link OEM family informational pages with differentiated content to prevent SEO duplication

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Manage CallRail integration properly to avoid creating unnecessary separate accounts and confirm timely reporting of call conversions

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Evan Jiang

Implement search enhancements categorizing results by products and categories

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Samyar

Continue analysis of PPC traffic performance and budget spend, addressing traffic quality and conversion tracking issues

Meetingpending
šŸ“ Brah PrepšŸ¢ Brah Electric🌐 BrahšŸ‘¤ Haris

Support client communications by ensuring sensitive proprietary details about Jumper technology are handled carefully to avoid concerns about potential Google My Business suspensions

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Operate whoosh upload system on the existing server environment

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Assist Melanie by providing clarifying information for Anderson Ayer about the 10-mile business address radius

Meetingpending
šŸ“ Data Review🌐 Unassigned

Continue testing the new design tool for creating custom site components to improve design quality

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Follow up with Harris and Hunter regarding the delayed attorney proposal

Meetingpending
šŸ“ Data Review🌐 Unassigned

Coordinate with Sam and Mike to explain the distinctions between Jumper and GeoRanker/Grid Base to team and clients

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Maintain use and refinement of GeoRanker/Grid Base for tracking SEO keyword variants and performance

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Complete and send the attorney proposal as soon as possible

Meetingpending
šŸ“ Data Review🌐 Unassigned

Provide referrals from Rescor as their business expands

Meetingpending
šŸ“ Data Review🌐 Unassigned

Complete and send the attorney proposal, applying a good margin, as soon as possible

Meetingpending
šŸ“ Data Review🌐 Unassigned

Continue testing and applying the new design tool for custom site components to improve design quality

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Follow up with Harris and Hunter regarding the attorney proposal delay

Meetingpending
šŸ“ Data Review🌐 Unassigned

Communicate potential risks and disclaimers regarding Jumper usage internally and avoid mentioning mechanism to clients for risk mitigation

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Implement monitoring system (Uptime Robot) for server uptime with Slack alerts for downtime notifications

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Remove the unused chatbot service to free server resources before deploying new processes

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Oversee the ongoing server stability and coordinate with Sam on resource management and crash impacts

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Monitor server reboots and notify the team about required manual restarts of automation processes

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Establish guidelines to throttle video upload processing to one video at a time to prevent server overload

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Advise on Linux server setup and install all required code packages for video upload processes

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Add Steve and Mike to Slack workspace for streamlined communication (01:00:02)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Prepare billing framework and send scope and timeline update by end of the day

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Support scaling and day-to-day operational communications with client, including informal lead inbound support to help sales team as needed (01:10:40)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Lead onboarding and setup including SEO, website redesign, GMB optimization, and lead tracking system implementation

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Provide continuous support and coordination with developers on website design and marketing strategies (01:06:20)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Offer interim inbound call support and training on stem cell services (01:11:07)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Coordinate migration plan away from Utterfly system including potential platform upgrade

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Coordinate with team to incorporate client website examples for homepage design inspiration (01:07:30)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Facilitate communication and coordination between sales team and marketing agencies

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Review current CRM (Utterfly) usage and plan migration or integration; coordinate with data and tech teams for assessment

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Act as primary contact for all design feedback and communication; facilitate revisions with development team

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Conduct audits of current website, marketing accounts, CRM, Utterfly platform, and data flows

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Advise on optimal telephony technology and pause current Ring Central adoption until evaluated (01:01:28)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Add Steve to Slack and establish communication protocols for quicker queries and feedback

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Conduct week-one audit of accounts, website, and data tracking; analyze and confirm marketing strategy

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Assist in transferring data and CRM review with Haris and Mike

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Provide links to website examples for homepage design and buyer intent data (01:09:00)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Deliver a roadmap with month one and two plans including website design and SEO undertakings

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Advise against immediate phone system changes; consult internal experts before finalizing telephony

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Send scope of work and detailed roadmap/timeline after initial audit

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Send over the signed scope of work and access request link for Google and social profiles

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 UnassignedšŸ‘¤ Haris

Collaborate on sourcing buyer intent data and integrating focused ad campaigns (01:13:00)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Review and approve scope and billing terms for website and SEO

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Collaborate on website design feedback and confirm style preferences

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Communicate data ownership and contract details with previous agency regarding ad accounts

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Sign and return the scope of work document to initiate services

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Provide necessary access to website, hosting, domain, Google and social media accounts

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Review and provide feedback on website design drafts and share homepage examples for design preferences (01:06:20)

Meetingpending
šŸ“ Mike Zuccolotto <> The...🌐 Unassigned

Send schedule for next week to Haris Karim

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Double-check feedback and progress on Rita’s review

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Coordinate with Judith on email platform plan using Zenoti and Constant Contact

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Draft Lifecycle CRM copy based on current documents

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Prepare to conduct CMS demo with actual content next Wednesday and arrange UX walkthrough

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Email Rita for latest feedback status

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Follow up with Kylie about January content and hours question

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Begin outreach to Rescorp inquiries during his free time after business hours with finder’s fee compensation

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-Level

Develop and implement AI-friendly website redesign and patient engagement tools such as treatment plan calculators and chatbots

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-LevelšŸ‘¤ Haris

Follow up with Steve to schedule next meeting and coordinate with Haris and Mike for operational handoff (01:20:00)

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-Level

Support Steve and Haris in project management and CRM integration

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-Level

Provide real-time reporting dashboards accessible daily for Steve’s review

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-LevelšŸ‘¤ Haris

Facilitate lead sharing for Mike to begin outreach to overflow inquiries after 5 pm PST

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-Level

Send revised contract to Steve for review to expedite next steps

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-LevelšŸ‘¤ Haris

Arrange and confirm a meeting with Mike and Haris to finalize contract and kick-off project (01:21:00)

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-Level

Create framework and automation tools for sales process improvement including objection handling, lead nurturing, and reporting dashboards

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-LevelšŸ‘¤ Haris

Provide access and coordinate with Haris and Mike’s team for CRM data and sales process handover

Meetingpending
šŸ“ Steve (ResCore), Mike ...šŸ¢ ResCore Clinic🌐 Client-Level

Follow up with Nicole Klein on website revisions and coordinate Med Leaf and Drink Conscious design updates

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Samyar

Follow up on PMP email send infrastructure warming and Black Friday email campaign readiness with Sam and others

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Haris

Follow up on access and coordination for Uncle Fossil project

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Han Li

Continue migrating Microsoft SQL scripts and databases to S3 server, ensuring no disruption

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Tabish Jawaid

Complete migration of PMP reports to new S3 server and verify dependencies

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Evan Jiang

Prepare budget and proposals for Water Techniques and other outreach clients

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Noe Avalos

Monitor and optimize PPC campaigns, especially PMP and BRA with budget adjustments and creative input

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Fernando Silvestri

Continue to follow up with Barry’s CMO and Jeremy for updates on local SEO engagement and clinic acquisitions (01:21:10)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Haris

Enhance the email/SMS/call visualizer tool for campaign management purposes (01:10:15)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Haris

Expedite finalization of Campus project design screens to meet Dec 9 deadline

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Tabish Jawaid

Provide instructions on scorecard QA and SMS marketing report setup

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Evan Jiang

Follow up on outstanding payments from clients, especially Campus (01:03:00)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Noe Avalos

Work on scopes of work documents for SEO projects and contract language (01:01:10)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Noe Avalos

Investigate PPC campaign conversion tracking issues and call duration filters

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Evan Jiang

Send structured project list before next meeting for priority discussion and workflow creation (01:04:45)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Haris

Coordinate email infrastructure DNS record updates and SendGrid warming process

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Tabish Jawaid

Monitor development needs for Whoosh server video processing before launch

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Evan Jiang

Communicate holiday schedule to team and manage expectations around availability (01:06:20)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Noe Avalos

Perform daily reminders to Alex for pending inputs on Homey, Ringline, and other projects (01:01:30)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Tabish Jawaid

Draft payroll vs contractor setup options for US team by next meeting (01:00:00)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Noe Avalos

Collaborate with John and Ram to improve campaign setup and lead performance

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Fernando Silvestri

Coordinate with Chinese social media strategic partner (Retinode) for agency collaboration and lead referrals

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Han Li

Investigate automating status reporting across campaigns utilizing VA logs and change histories

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Haris

Communicate workaround for client delays in channel and keep team informed (01:09:10)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Samyar

Bug Alex daily for finalized project requirements and instructions, and coordinate reminders with Sam and Tavish (01:01:35)

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Haris

Coordinate medical spa opportunity meeting in Woodland Hills with Haris and client

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Han Li

Assist with PMP email server connection and testing

Meetingpending
šŸ“ The A-List🌐 UnassignedšŸ‘¤ Samyar

Prepare and arrange client meeting for audit walkthrough

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

Conduct internal technical and SEO audits on client’s existing digital assets

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

Coordinate with team to schedule detailed audit review meeting

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Provide required admin access to Google Ads, Analytics, and Search Console on receipt of access link from agency

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-Level

Review forthcoming audit report and proposal, prepare to proceed with website rebuild and SEO engagement

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-Level

Send client access links for Google Ads, Analytics, and Search Console for audit

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Provide formal scope and pricing proposal after audit completion

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Implement Google Ads and Analytics technical review focusing on lead form tracking and geographic targeting issues

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Initiate Google Ads diagnostic review to find causes of low lead quality and geographic irrelevance

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Samyar

Oversee and coordinate completion of SEO and Google Ads audit by team, aiming for next day proposal delivery

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Setup detailed tracking and dashboard reporting integration that includes call tracking, form submissions, and lead follow-ups

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Assist in technical cleanup of current website and hosting configurations to resolve duplicate content issues

Meetingpending
šŸ“ spinecentral.co.uk - W...šŸ¢ BrandRap🌐 Client-LevelšŸ‘¤ Haris

Provide regular SEO progress updates and assist in training clients on interpreting SEO results (01:06:00)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

QA and activate GHL codesgrave nightly update script

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Provide support for Chinese Social Media service launch and client invoicing

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Convert incoming client photos posted by Mike Zuccolotto into Chaser tasks for tracking

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Assist in waking Harris and ensuring proposal completion for attorney client

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Hunter Davis

Offer to join client calls for better SEO communication and support (01:24:07)

Meetingpending
šŸ“ Data Review🌐 Unassigned

Follow up with Fernando regarding Facebook ad budget increase and lead volume improvement

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Fix design and functionality issues on Anderson client’s grid-based reporting interface (01:17:13)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Coordinate PPC budget and management discussions with Fernando for CNC Plumbing client and create detailed budget proposal

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Post client photos for CNC Plumbing and coordinate with Evan for follow-up

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Share keyword research strategies and data monitoring insights with team (01:30:02)

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Work on Total Wine & Humble Wine website development as starting project

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Engage with SEO team on keyword selections and performance expectations for clients (01:32:11)

Meetingpending
šŸ“ Data Review🌐 Unassigned

Guide Sam Dastmalchi on technical scripts for call data updates and Zoom call recordings

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Provide Hunter with CPR and scorecard reports for Harris's tasking

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Continue follow-ups with Harris and Hunter for timely delivery of attorney proposal and client scopes

Meetingpending
šŸ“ Data Review🌐 Unassigned

Communicate with Fernando regarding CNC Plumbing PPC issues and potential agency handoff

Meetingpending
šŸ“ Data Review🌐 Unassigned

Assist Mike in messaging Hunter and managing client communication flow

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Pay $1000 Mailchimp bill related to Mirabili

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Discuss and finalize December email campaign plan in next meeting

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Send payment details and clarify payment plans for Mirabili by next meeting

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Investigate and clarify discrepancy in call/form leads data; adjust reporting to remove unreliable GMB totals but keep booking percentages

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Push month trending and non-attributable leads reports

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Complete CRM mapping flowchart after AI tool issue resolved, send to Judith for review

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Finalize budget mapping and spending plan to ensure $75k spend target and communicate potential issues

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Complete cleanup of Rita’s website as per comments and provide ETA

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Conduct a test email send using new servers to a controlled group to check inbox delivery before Black Friday campaign

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Review CRM flowchart once received and prepare discussion for next day

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Provide ETA for completion of Rita’s website updates

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Send names and emails for Vietnam fulfillment team to Tabish for appropriate Shopify access

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Add shop manager access to Vietnam fulfillment team with provided names and email addresses to manage orders on Shopify

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Speed up delivery of finalized screens from the design team for campus project to accelerate development

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Coordinate with team to finalize UI/UX components and ensure readiness for San Diego event by December 9

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Collaborate with marketing and schedule a call with Horace and Chris Smeal to align terminology for college matching feature

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Make mobile splash screen on MedLeaf invisible and add supporting sections for improved client experience

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Samyar

Send new product files to Tabish as soon as they arrive

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Provide feedback and test Ring Line customizer text centering and etching issues, share findings with team

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Push Patrick to finalize college coaches' data requirements and screen designs, deliver write-ups to Tabish

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Facilitate Patrick’s delivery of front-end designs daily for campus project to avoid delays

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Follow up with USGA if no response is received by afternoon

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Send open invoices and billing documents to appropriate team member

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-Level

Support communication and follow up on invoices and confirm receipt

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Noe Avalos

Assist with Jira access issues by sharing common account access until resolved

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Noe Avalos

Use new product files to update and customize the Ring Line product customizer

Meetingpending
šŸ“ Altitude Catch-UpšŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Tabish Jawaid

Obtain signed client contract for wine store website

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Send website invoice after Haris completes website strategy

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Review Alon’s QA documentation and provide feedback

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Provide PMP team with QA documentation from Alon starting tomorrow

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Assist in scheduling meeting with Newport, Medslaw, and Woodland as planned

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Schedule and prioritize physical meetings with key clients/partners

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Participate in group call tomorrow night with all six key members to lock agreements before holidays

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Write detailed QA process documentation for review and usage starting tomorrow

Meetingpending
šŸ“ Data Review🌐 Unassigned

Lead outreach strategy for med spas and clinics for PMP acquisition deals

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Finalize website SEO and GMB strategy for wine client

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Monitor Slack communications, optimize messaging visibility

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Coordinate dinner meeting with Mr. Pen and partners before Han’s trip

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Send GMB invoice to wine store client promptly

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Provide variance range calculations and assist in QA process improvements

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Finish wall printer project by tonight or deprioritize as agreed

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Request access to client’s Shopify backend site next week

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Organize physical meeting with ECM and Woodland Hills building owner ASAP

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Han Li

Prepare plan for leveraging Uncle Fossil website SEO for new development

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Haris

Create a Gmail account to gain access to call transcripts and shared drive folders

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Respond to Vanessa’s feedback regarding widget and browser issues at Rita clinic (01:31:11)

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Schedule and conduct Monday demos for new CMS and GMB phone number tracking improvements (01:26:39)

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Test faster opportunity creation in GHL by removing transcript dependency and investigate Mix call source tracking in Zoom vs. CallRail

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Consolidate transcript folders and update sharing structures

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Monitor budgeting spend progress and adjust campaign efforts between Google and Meta channels accordingly

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Ping Taylor to confirm Gmail account creation for transcript sharing access (01:28:51)

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Manage email switching strategy with SendGrid and GHL UI while maintaining fallback with Constant Contact for Q4

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Assist in testing transcript and opportunity creation workflows and build a UI for reps to access transcripts by phone/email lookup

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Lead clinics to start compiling their ā€œdo not create opportunityā€ contact lists to reduce irrelevant leads

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Oversee Constant Contact account access updates and coordinate with team, paying special attention to 2FA and ownership changes

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Coordinate with Kylie and team on CMS onboarding for content management improvements (01:30:32)

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Document CRM/email deliverability pros and cons between Constant Contact and GHL and share with the team

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Samyar

Reorganize calls transcript storage into a consolidated folder and coordinate with Taylor to set up necessary Gmail accounts for sharing

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Review and approve CRM patient lifecycle visualization once developed by Sam

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Prepare briefs and plans to support new facial balancing campaigns replacing fillers (01:20:45)

Meetingpending
šŸ“ Haris + JudithšŸ¢ Princeton Medspa Partners🌐 Client-Level

Follow up with Kaylee to get regional perspective and manage her concerns constructively

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Verticalize the CRM funnel outline before distribution to sales reps and PMs to enhance clarity and ease of use

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Investigate reducing webhook delay for opportunity creation to ~7 minutes based on average call duration logs

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Share feedback from clinic representatives on call delays and lead identification issues

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Assist in identifying priority filters and tags to improve SMS reply management in GHL

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Update CRM funnel document with Taylor’s feedback during upcoming call

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Send updated CRM funnel and overview flowchart to Christine and other clinic managers (Aspen, Kaylee) for feedback

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Coordinate next steps for rollout starting with clinics capable of handling the new CRM system (e.g., Skintastic, Genesis)

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Address content gap for Pure Skin clinic's December promotions and organic posts ASAP

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Provide additional clinic insights on types of unwanted calls to help build exclusion list

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Support CRM funnel updates by reviewing and submitting notes to Judith

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-Level

Develop automation for tagging contacts based on call transcript analysis and disposition marks for filtering non-leads like vendor/spam calls

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Visualize CRM funnel stages using AI or diagram tools to create a clearer flowchart

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Prepare transcript analysis documentation and schedule follow-up meeting with team including Taylor to discuss call transcription integration

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Provide a Google Sheet for clinics to add phone numbers to the 'do not create opportunity' list for filtering unwanted calls

Meetingpending
šŸ“ CRM ReviewšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Share the call script and Zoom call recordings Google Drive folder with Judith and Taylor upon receiving their Gmail addresses to ensure HIPAA compliance

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Evan Jiang

Work on facials and lasers campaign updates and test bulk changes using the MCP tool, reporting back on its performance and usability

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Haris

Finalize and agree on which fields to keep or remove for the Campus project

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Tabish Jawaid

Share the pacing and budget sheet with Haris for transparency and coordination

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Fernando Silvestri

Monitor client feedback regarding Genesis chatbot and GHL opportunities for any complaints

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Haris

Continue developing and implement the nightly batch process to capture missing Zoom recordings and save them to the drive

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Evan Jiang

Respond to Haris’s additional questions via Slack

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Evan Jiang

Use the monthly projection sheet to adjust Google Ads and Meta budgets, redirecting funds as needed to optimize campaign pacing

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Fernando Silvestri

Provide Haris with sample files from Ringline customization for order confirmation

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Tabish Jawaid

Coordinate with Fernando on budget pacing and confirm final budget allocations

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Haris

Obtain Gmail addresses from Judith and Taylor for granting access to the Google Drive folder with call recordings and transcripts

Meetingpending
šŸ“ Super Duper Quick Debrief🌐 UnassignedšŸ‘¤ Haris

Coordinate with Tabesh and Zuhair for website and SEO execution for clients like CNC Plumbing

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Request the development team to regenerate a 'Pastel' review link for David’s Plumbing without comments for client presentation

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Respond promptly to approvals or requests from Mike and Evan for SEO and website updates

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Inform Jim’s SEO team to prepare a detailed GBP and GMB optimization plan for CNC Plumbing and send it to the client for approval

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Provide insight and confirm if third-party GMB setup (for multiple locations via proxy) is feasible and available

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Launch CNC Plumbing's approved website using the provided template once cleared by Evan

Meetingpending
šŸ“ Data Review🌐 Unassigned

Assist in implementing SEO and GMB optimization tasks upon plan finalization

Meetingpending
šŸ“ Data Review🌐 Unassigned

Prepare a comprehensive GMB and GBP optimization actionable plan for CNC Plumbing’s approval

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Jim Magtira

Follow up with Sam and Fernando regarding restructuring CNC Plumbing’s LSA ads and possible transition to Google Ads

Meetingpending
šŸ“ Data Review🌐 Unassigned

Send David’s Plumbing site pastel link with resolved comments to client for final approval and launch

Meetingpending
šŸ“ Data Review🌐 Unassigned

Monitor and escalate any delays in approvals or changes via the public channels, tagging appropriate team members

Meetingpending
šŸ“ Data Review🌐 Unassigned

Communicate with client about SEO plans and GMB optimization timing once final plans are confirmed

Meetingpending
šŸ“ Data Review🌐 Unassigned

Add Mike Zuccolotto as follower on task updates related to CNC Plumbing site launch and SEO

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Post query about GMB expansion in Squad channel tagging Sam and Harris to check possibility of obtaining GMB for other city via proxy

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Forward CNC Plumbing website approval to the website channel and coordinate site launch with Tabesh

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Guide Mike on posting escalations in public channels for visibility and task tracking

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Clarify and communicate role hand-offs between game planning and execution teams to maximize team efficiency

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Review and prioritize UI/UX redesign and website technical optimizations to improve funnel conversion and SEO

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Share provided contact list automation documentation and Klaviyo segmentation strategies with internal team for implementation (01:15:40)

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Coordinate with SEO team on local SEO enhancements including Google My Business profile optimization, microsite structuring, and content differentiation

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Analyze loyalty program data to refine referral process and customer incentives with a focus on driving higher incrementality

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Collaborate on creative asset request process implementation in Asana or other project management tools to streamline marketing production

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Discuss marketing tracking, pixel implementation, and UTM tracking frameworks with existing teams and agency (Highland Digital) to ensure accurate attribution

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Work with analytics team (Kelly’s team) to define data master rules and update protocols between Snowflake and marketing platforms (01:11:00)

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Pursue conversation with Kelly regarding Snowflake migration timeline and identity resolution strategy (01:08:40)

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Insert into Snowflake migration conversations to ensure marketing priorities and scope are considered

Meetingpending
šŸ“ Barry's Marketing Review🌐 Unassigned

Obtain and share available GEOs from the client for door-to-door test and coordinate with the UK team about potential test integration

Meetingpending
šŸ“ Har + Colt🌐 UnassignedšŸ‘¤ Haris

Credit client’s accounts approximately $1,000 a month as part of collaborative deal post T-Mobile transition

Meetingpending
šŸ“ Har + Colt🌐 Unassigned

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

Meetingpending
šŸ“ Har + Colt🌐 Unassigned

Continue monitoring legal and operational risk around ISP contracts and diversify providers/business entities accordingly

Meetingpending
šŸ“ Har + Colt🌐 Unassigned

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

Meetingpending
šŸ“ Har + Colt🌐 Unassigned

Introduce Alec to Haris for coordination of acquiring T-Mobile lines under third-party business names to bridge the account shutdown gap

Meetingpending
šŸ“ Har + Colt🌐 Unassigned

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

Meetingpending
šŸ“ Har + Colt🌐 UnassignedšŸ‘¤ Haris

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

Meetingpending
šŸ“ Har + Colt🌐 Unassigned

Send meeting participant emails including to Michael and Haris

Meetingpending
šŸ“ Door Knocking: SEO Mee...🌐 Unassigned

Provide list of potential geographic areas (cities, counties) for pilot testing Jumper door knocking sales efforts

Meetingpending
šŸ“ Door Knocking: SEO Mee...🌐 Unassigned

Update and share collaboration and pricing model document after the meeting

Meetingpending
šŸ“ Door Knocking: SEO Mee...🌐 UnassignedšŸ‘¤ Haris

Build detailed and customized baseline reports for Jumper sales calls and integrate into their CRM

Meetingpending
šŸ“ Door Knocking: SEO Mee...🌐 Unassigned

Connect Haris with UK SEO business contacts to explore overseas expansion and insights

Meetingpending
šŸ“ Door Knocking: SEO Mee...🌐 Unassigned

Provide detailed baseline reporting and route plans based on selected test geographies and industries

Meetingpending
šŸ“ Door Knocking: SEO Mee...🌐 UnassignedšŸ‘¤ Haris

Investigate and confirm conversion tracking integration details with Horace; coordinate with Luis regarding SDK access and implementation steps

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Continue weekly Google review responses and FAQ updates on Google Business Profile

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Funnel communications and updates through himself to streamline decision-making and task management

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Provide Curator account access or credentials to fix Instagram image auto-feed on website

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Develop and deliver a custom XML sitemap optimized for AI indexing to replace current Webflow sitemap

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Collaborate internally to secure SDK access information from Luis and facilitate Altitude’s integration to enable click-to-purchase conversion tracking

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Participate in internal discussions to identify quick-win actions before major sales events like Green Wednesday

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Assist MedLeaf site team with graphics and SEO work; monitor Blaze app for broken pages and provide feedback

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Combine audit report and ongoing tasks into a color-coded prioritized document with timelines

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Run and share local map ranking reports regularly; provide John with access to ranking monitoring tools

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Provide sample review keywords and Q&A questions for internal employee campaigns to enhance review SEO and Google profile engagement

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Coordinate and share promotional graphics with Altitude for use on Google Business Profiles and location pages

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Coordinate with Luis to obtain SDK access and share progress updates with John

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Assist in investigating conversion tracking integration and support communication with Horace and Luis

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Create and distribute employee handouts with keyword guidelines and review quality instructions for Yelp and Google to boost authentic review volume and quality

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Engage with Wellgreens design team to optimize promo graphic use across profiles and pages

Meetingpending
šŸ“ Wellgreens SEO SyncšŸ¢ Altitude Create🌐 Client-Level

Monitor Helio address autofill issues and confirm fixes are holding in production

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Prepare materials for Homie Campus and Ring Line projects as next priorities

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Communicate with Derek and Alex to validate the accuracy of the updated YOLO model for Whoosh

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Develop a simple user interface to fetch call scripts from the SQL database with automatic retrieval from Google Drive to avoid manual navigation

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Continue optimizing AI tool usage strategies based on costs, accuracy, and task complexity

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Share call script update document and notify Hunter of call script process completion

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Prepare to replace existing Whoosh model files with new YOLO-only model without requiring code changes once validation complete

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Evan Jiang

Address client review collection issues and clarify project scope with Walgreens and Medley teams

Meetingpending
šŸ“ Data Review🌐 UnassignedšŸ‘¤ Samyar

Gain access to Google Analytics for site traffic monitoring

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Coordinate team communication setup via ClickUp and ensure notifications for new project stages

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Prepare internal proposal on service costs and communicate to Alex

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Provide detailed credit system framework for coach pricing to Alex for feedback

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Prepare for and participate in morning meeting to review project statuses and requirements clarification

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Evaluate pricing structure for maintaining transitioned websites, considering lower fees for existing sites

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Review and summarize Alex’s recent document updates; highlight missing feedback for campus project requirements

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Provide detailed onboarding flow and product profile guidance to the team and Patrick

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Schedule and coordinate onboarding meeting with Nick, ensuring alignment on sales processes and communications

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Provide Haris’s team with 4-5 websites by early next week to initiate service handoff

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Inform Patrick about removal from new website projects and finalize transition plan for his current design commitments

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Facilitate progress update and readiness check on WebRTC chat implementation and integration points

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-LevelšŸ‘¤ Haris

Review Campus Connect documentation and provide feedback on UI and feature specifications

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Decide on whether to continue with Patrick for Campus Connect design based on deliverables

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Arrange test environment release (e.g., TestFlight) of Whoosh app for Derek’s real-world testing

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Coordinate with technical and legacy support to explore PHP bug fixes or necessity of rebuild

Meetingpending
šŸ“ Haris + Alex | AltitudešŸ¢ Altitude Create🌐 Client-Level

Confirm Podium widget readiness and coordinate with Dennis on launch timing

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Send Dennis Podium widget launch progress inquiry and confirm launch date to inform Taylor

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Evaluate building a custom email sending platform using SMTP relay services and multiple IPs; provide feasibility and cost outline

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Assess email delivery issues and facilitate options discussion with team, including coordination with developer Tavish Jawaid for alternative bulk email system proposal

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Ensure clean Zoom call scripts are saved in Google Drive; implement logic updates today

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Explore feasibility of consolidating clinics into a single email account with automated lead syncing with GHL

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Request Tavish to prepare a cost estimate and timeline for custom email sending platform using multiple SMTP relays for 250,000 emails/month volume

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Provide monthly trending and non-attributable leads data by end of day

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Follow up on lead discrepancy with Evan and provide updates to Judith

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Complete and circulate CRM lead stages and touchpoints document for team review

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Follow up with Vanessa on Nextec to Zenoti package migration issues

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Investigate missing lead counts and clarify differences in lead data report

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-LevelšŸ‘¤ Haris

Email Vivi to check on Go High Level Skin Tastic queries regarding lead tracking discrepancy

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Finalize monthly business review (MBR) presentations focusing on lead data and remove the problematic Slide with lead count discrepancy

Meetingpending
šŸ“ Daily TBšŸ¢ Princeton Medspa Partners🌐 Client-Level

Send a follow-up email summarizing current actions and plans discussed in this meeting

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Investigate Cloudflare outage on 5am PST and report findings

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Explore competitor backlink disruption strategy to improve SEO rankings and report results

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Continue curating and optimizing existing content pages based on search performance and engagement metrics

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

Continue tracking PPC performance with existing tools until alternative metrics are provided

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 Restoration

Research reasons for recent drop in PPC campaign success and provide update

Meetingpending
šŸ“ BR & Restoration-Logis...šŸ¢ Restoration Logistics🌐 RestorationšŸ‘¤ Samyar

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/...>

Chaserpending
šŸ¢ BrandRap🌐 UnassignedšŸ‘¤ Haris

Internal Tool

HUBpending
🌐 BrandRapšŸ‘¤ Samyar

Website Build

HUBpending
🌐 Wall PrinteršŸ‘¤ Haris

Internal Tool

HUBpending
🌐 GeoRankeršŸ‘¤ Haris

SEO Optimization

HUBpending
🌐 CefalušŸ‘¤ Haris

SEO Optimization

HUBpending
🌐 PureMoversšŸ‘¤ Haris

SEO Optimization

HUBpending
🌐 KovakšŸ‘¤ Haris

New Website

HUBpending
🌐 RankingBoosteršŸ‘¤ Haris

New Website

HUBpending
🌐 ShopCentralšŸ‘¤ Haris

New Website

HUBpending
🌐 EnhancedSEOšŸ‘¤ Haris

SEO Optimization

HUBpending
🌐 BrandRapšŸ‘¤ Haris

New Website

HUBpending
🌐 ChangeMyHostšŸ‘¤ Haris

New Website

HUBpending
🌐 GetGreetedšŸ‘¤ Haris

Internal Tool

HUBpending
🌐 BrandRapšŸ‘¤ SamyaršŸ“… Nov 10, 2025 (Overdue)

Website Build + SEO Optimization

HUBpending
🌐 DavidsPlumbingšŸ‘¤ Zuhaib KhalidšŸ“… Nov 4, 2025 (Overdue)

Website Build + SEO Optimization

HUBpending
🌐 DrinkšŸ‘¤ Zuhaib KhalidšŸ“… Nov 6, 2025 (Overdue)

Website Build + SEO Optimization

HUBpending
🌐 DrinkšŸ‘¤ Zuhaib KhalidšŸ“… Nov 6, 2025 (Overdue)

New Website + SEO

HUBpending
🌐 MikeDšŸ‘¤ Zuhaib KhalidšŸ“… Nov 4, 2025 (Overdue)

New Website + SEO

HUBpending
🌐 MikeDšŸ‘¤ Zuhaib KhalidšŸ“… Nov 4, 2025 (Overdue)

New Website

HUBpending
🌐 AttributionFunnelsšŸ‘¤ Haris

New Website

HUBpending
🌐 BestInMyCityšŸ‘¤ HarisšŸ“… Nov 6, 2025 (Overdue)

New Ecomm Website

HUBpending
🌐 RinglinešŸ‘¤ HarisšŸ“… Nov 5, 2025 (Overdue)

New Website + SEO Optimization

HUBpending
🌐 RidhašŸ‘¤ HarisšŸ“… Nov 5, 2025 (Overdue)

New Website + SEO Optimization

HUBpending
🌐 RidhašŸ‘¤ HarisšŸ“… Nov 5, 2025 (Overdue)

New Website

HUBpending
🌐 CostFindersšŸ‘¤ šŸ“… Nov 3, 2025 (Overdue)

New Website

HUBpending
🌐 CostFindersšŸ‘¤ šŸ“… Nov 3, 2025 (Overdue)

WebApp

HUBpending
🌐 HomišŸ‘¤ Hunter Davis

WebApp

HUBpending
🌐 CampusšŸ‘¤ Hunter Davis

New Ecomm Website

HUBpending
🌐 RinglinešŸ‘¤ Hunter Davis

- add chaser

Chaserpending
šŸ¢ BrandRap🌐 Unassigned

Completed (2725)

can you please launch this `+sci` sculptra ad? copy - <https://docs.google.com/document/d/1jdqk1pE8O11MBVgHVgiCDCLP1-ywwLa7sdlOF-CMfqU/edit?tab=t.0|docs.google.com/...> graphic - <https://www.canva.com/design/DAHHCnfe30I/MA51I6QvUQkwlL8HLv__MQ/edit|www.canva.com/...>

Chasercompleted
🌐 UnassignedšŸ‘¤ Fernando Silvestri

`+sausagesams` Update DoorDash Link on SS Website • Replace all old direct location-specific DoorDash links with the new unified link: <https://order.online/business/~17575969/> • Ensure the button/link does NOT use a location dropdown. It should go directly to the DoorDash landing page. Customers will select their location there

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

`+sausagesams` Please update these links on the Sausage Sam website UBER URLs. <https://www.ubereats.com/store/sausage-sams-san-jose-1445-foxworthy-avenue/Q1ag0TS-U7yRzaLhbtBLXw?diningMode=PICKUP&pl=JTdCJTIyYWRkcmVzcyUyMiUzQSUyMkRhbHklMjBDaXR5JTIwTWl0c3ViaXNoaSUyMiUyQyUyMnJlZmVyZW5jZSUyMiUzQSUyMmMyNWRlNmNiLWY3ODAtMTdkNi02OGY2LTYwYjY3YjkzZGRlMCUyMiUyQyUyMnJlZmVyZW5jZVR5cGUlMjIlM0ElMjJ1YmVyX3BsYWNlcyUyMiUyQyUyMmxhdGl0dWRlJTIyJTNBMzcuNzA0ODclMkMlMjJsb25naXR1ZGUlMjIlM0EtMTIyLjQ2MjE0JTdE&utm_source=wok|Uber San Jose> <https://www.ubereats.com/store/sausage-sams-morgan-hill-17390-monterey-highway/kCfN3Yf1UlWEWYsmUp6VsQ?diningMode=PICKUP&pl=JTdCJTIyYWRkcmVzcyUyMiUzQSUyMkRhbHklMjBDaXR5JTIwTWl0c3ViaXNoaSUyMiUyQyUyMnJlZmVyZW5jZSUyMiUzQSUyMmMyNWRlNmNiLWY3ODAtMTdkNi02OGY2LTYwYjY3YjkzZGRlMCUyMiUyQyUyMnJlZmVyZW5jZVR5cGUlMjIlM0ElMjJ1YmVyX3BsYWNlcyUyMiUyQyUyMmxhdGl0dWRlJTIyJTNBMzcuNzA0ODclMkMlMjJsb25naXR1ZGUlMjIlM0EtMTIyLjQ2MjE0JTdE&utm_source=wok|Uber Morgan Hill>

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

please assist in having the team flag the 1 star reviews on `+rescore` GBP (<https://share.google/w2XeKa1iCDSmsIbXG>) for removal, please use non @brandrap.co accounts, and please use VPN as well

Chasercompleted
🌐 UnassignedšŸ‘¤ Jim Magtira

plz change `+ecm` logo. both eng and chn version

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

, can you please build this out for `+wellgreens` <https://flows.brandrap.co/workflow/Csts5DZvQzi5qSTz?projectId=nzW28yZ5vBMNKEwS&uiContext=workflow_list|flows.brandrap.co/...> (new sheet)

Chasercompleted
🌐 Unassigned

please create a sheet with a list of all SEO clients or if you have one, please share with me. We need to start marking recurring tasks last time checked and results on a sheet for every client. These things will be Mobile Speed, Desktop Speed, GSC Errors, Screaming Frog Errors All these have to be checked weekly or bi-weekly given the bandwith

Chasercompleted
🌐 UnassignedšŸ‘¤ Jim MagtirašŸ“… Apr 19, 2026

can you please make an edit to the `+sci` semi annual sale lander and email? in the 25% off box, they want to move daxxify and dysport up above Jeuveau.

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

could you please upload these deals to `+wellgreens` homepage and location pages? These deals are valid from 4/15 - 4/20 <https://drive.google.com/file/d/1HJKacmbC6t6TJgYIzNhn64YYyQvDrXPw/view?usp=sharing|WG GENERAL (PB, UNI, LM, LG)> <https://drive.google.com/file/d/1ST6QTI36aRmNIiTx44u6B2FQbacQwFtE/view?usp=sharing|WG (Vista, Kearny Mesa, City Heights, Mission Valley & Encinitas Only)> <https://drive.google.com/file/d/1blJlSN_6SY0ykwsIB3ZSuYbnZnQSkOY5/view?usp=sharing|WG CV> <https://drive.google.com/file/d/1efGB_0ReSlXWLbeK3K1sekR5lXeQmmJA/view?usp=sharing|JBSD>

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib KhalidšŸ“… Apr 14, 2026

please add this `+skintastic` posts to the CMS and tracker <https://www.canva.com/design/DAHGzH3gw08/N3zhKOMZ-btvmd64hkLlLA/edit|www.canva.com/...> you can also send for review

Chasercompleted
🌐 UnassignedšŸ‘¤ Enricky Gutierrez

please create a new service page for `+skintastic` service name: Ellacor Description: Ellacor is a non-surgical skin rejuvenation treatment that uses micro-coring technology to remove tiny columns of skin, which helps tighten and improve the appearance of wrinkles. service category: microneedling treatment pages: microneedling for skin rejuvenation, skin tightening treatments and wrinkle reduction

Chasercompleted
🌐 UnassignedšŸ‘¤ Jim Magtira

`+westfort` social ads performance summary,

Chasercompleted
🌐 UnassignedšŸ‘¤ Evan JiangšŸ“… Apr 15, 2026

Please create new GBP posting content calendar's for the 3 `+StGeorge` locations

Chasercompleted
🌐 UnassignedšŸ‘¤ Jim Magtira

new `+pmp` ppc budget to acheive global 3x ROAs

Chasercompleted
🌐 UnassignedšŸ‘¤ Evan Jiang

can you help with this `+skinjectables` email? <https://github.com/BrandRap-LLC/sj_newpatient_membership_email|github.com/...> on mobile dark mode the "the" and "your beauty fund" font needs to be changed to white so it is more visible

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

`+pmp` ppc proposal summary • fto with landing page • laps patient retargeting with landing page, by provider, service, laps days + awareness campaign • review ppc campaugn keyword and header, found service keywords in gernal medspa campaign, need exact match; also need better headers in service keywrod campaign that mentions service name + result

Chasercompleted
🌐 UnassignedšŸ‘¤ Evan Jiang

review `+pmp` paid campaign proposal that focus on google fto campaign with landing page, social retargeting campaign based on patient history, and google ads camapign optimazation based on keywords and headlines <https://docs.google.com/document/d/1qeZvH9TmJVW9gc7tEK78Qs5z3wwqpJ7op2Up-Mztr5A/edit?tab=t.0|docs.google.com/...>

Chasercompleted
🌐 UnassignedšŸ‘¤ Haris

review all reports regularly every Monday Wednesday Friday `+PMP` `+Email` including min and max date

Chasercompleted
🌐 UnassignedšŸ‘¤ šŸ“… Apr 14, 2026

update funnel report for `+helio`

Chasercompleted
🌐 UnassignedšŸ‘¤ Samyar

please work on `+helio` pastels <https://usepastel.com/link/3jjkjzz3#/>

Chasercompleted
🌐 UnassignedšŸ‘¤ Zuhaib Khalid

+2705 more completed items