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Boyd & Boyd

Client Projects · 56 tasks · 8 lists

Notes & Documents

Boyd & Boyd Running Meeting Notes

Boyd & Boyd Running Meeting Notes
[**Boyd & Boyd Ongoing Meeting Notes**](https://docs.google.com/document/d/10HZU7zkDntk2qNGej57gl3CCQY7_N0buc4MeJAIqbgY/edit?usp=sharing) Includes: * Fathom Recording * Deck * Attendees * Action Items * Meeting Notes

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Tasks

Boyd & Boyd | Blogs 3 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x Boyd & Boyd | Content Calendar 2025 SOW: 2 Blogs/month
TaskStatusAssigneeDue
Is MassHealth Medicaid or Medicare and What Covers Long-Term Care? in progress — —
How Do You Become an Executor of an Estate in Massachusetts? in progress — —
Boyd | OCT 2026 Blogs sent to am — —
Should I Put My House in a Trust in Massachusetts? in progress — —
Massachusetts Inheritance Tax vs. Estate Tax: What Families Need to Know in progress — —
Blog Content Planning complete Angie Ketchen 2026-09-05
Massachusetts Estate Planning for High-Value Assets: Vacation Homes, Businesses, and Asset Protection Decisions in progress Devyn Glassgold —
Estate Planning vs. Asset Protection in Massachusetts: What High Net Worth Families Need From Each Strategy in progress Devyn Glassgold —
Boyd | SEPT 2026 Blogs sent to am Byron Lapola —
Boyd | AUGUST 2026 Blogs in progress Byron Lapola —
Confirm with Jay on SOW - Are we doing Blogs? complete Angie Ketchen 2026-07-14
Audit Current List of 22 Blogs complete Wayne Street 2026-05-01
Blog content replaced with Video going forward complete Wayne Street —
Boyd | January 2026 complete Wayne Street 2026-05-01
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Main FAQ/SAQ Page complete Chris Scharbo —
Wealth Protection complete Alven Fabricante 2025-05-08
Trust Administration complete Alven Fabricante 2025-05-08
Special Needs Planning complete Alven Fabricante 2025-05-08
Retirement Asset Planning complete Alven Fabricante 2025-05-08
Probate Administration complete Alven Fabricante 2025-05-08
Pet Trusts complete Alven Fabricante 2025-05-08
Income Tax Planning complete Alven Fabricante 2025-05-08
General Estate Planning complete Alven Fabricante 2025-05-08
Family Legacy Planning complete Alven Fabricante 2025-05-08
Estate Tax Return Preparation complete — 2025-05-08
Estate Tax Planning complete Alven Fabricante 2025-05-08
Estate Planning complete Alven Fabricante 2025-05-08
Elder Law complete Alven Fabricante 2025-05-08
Charitable Planning complete Alven Fabricante 2025-05-08
Business Succession Planning complete Alven Fabricante —
FAQ/SAQ Pages - Provided By Client complete Savannah Zimmerman 2025-05-14
CLIENT PROVIDED - Breaking News: Big Update to Corporate Transparency Law complete Alven Fabricante 2025-04-09
CLIENT PROVIDED - Picking the Right Successor Trustee for Your Estate Plan complete Alven Fabricante 2025-04-09
Review/Edit Provided Blog Articles complete Chris Scharbo 2025-03-24
Purposeful Philanthropy: How a Charitable Remainder Trust Can Reduce Tax Burdens While Supporting the Causes You Care About complete Alven Fabricante 2025-03-04
Minimizing Capital Gains Taxes on Real Estate and Investments: What You Need to Know complete Alven Fabricante 2025-04-21
Tips for Modernizing an Outdated Family Trust Without Starting From Scratch complete Alven Fabricante 2025-03-04
Building a Sophisticated Estate Plan: Why Basic Strategies May Not Be Enough for High-Net-Worth Families complete Alven Fabricante 2025-03-04
Boyd | Additional Blogs (MARCH) complete Savannah Zimmerman 2025-03-04
Boyd | MARCH 2025 complete Chris Scharbo 2025-05-02
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
What happens if I move to another state after creating my estate plan? complete Maria Pascan 2025-02-13
Who inherits my property if I don’t name someone in my will? complete Maria Pascan 2025-02-13
What is an advanced healthcare directive? complete — 2025-02-04
What happens to debts left behind by the deceased? complete Dyamond Rodriguez 2025-05-07
Boyd | January 2025 complete Savannah Zimmerman 2025-04-25
Blog Content Planning complete Angie Ketchen 2026-08-05
Newsletter: The Corporate Transparency Act Has Been Stayed complete Chris Scharbo 2025-05-02
Blog Content Planning complete — 2024-12-21

Boyd & Boyd | Link Building 1 tasks

TaskStatusAssigneeDue
Verify Monthly LTR to do Byron Lapola 2026-08-27
Verify Monthly LTR complete Wayne Street 2026-07-27
Scrape Website & Find Assets complete — —
Propose Strategy for New Assets complete — —
Check-In complete — —
Check-In complete Pamela Tatam 2025-01-01
Anchor Text complete — —
Determine Budget complete — —
Hit -URL for Linkbuilding complete — —
Propose Strategy for New Assets complete Pamela Tatam 2024-12-20
Links within Budget complete Pamela Tatam 2024-12-20
Scrape Website & Find Assets complete Pamela Tatam 2024-12-20

Boyd & Boyd | Local SEO 4 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Audit GBPs Open Alven Fabricante, Byron Lapola 2026-11-20
Legal directory audit Open Alven Fabricante 2026-10-31
Audit GBPs complete Byron Lapola, Alven Fabricante 2026-10-16
Legal directory audit complete Alven Fabricante 2026-09-30
Audit GBPs complete Byron Lapola, Alven Fabricante 2026-09-18
Post on all Active GBPs complete Alven Fabricante 2026-09-25
Post to GBPs Open Byron Lapola 2026-08-28
Review & launch campaign Open — 2026-07-17
Review & launch campaign Open — 2026-06-20
Create citation builder campaign Open Byron Lapola 2026-08-31
Legal directory audit complete Alven Fabricante 2026-08-31
Review & launch campaign Open Wayne Street 2026-07-31
Review & launch campaign complete Wayne Street 2026-06-30
Audit GBPs complete Alven Fabricante, Byron Lapola 2026-08-21
Review & launch campaign complete Wayne Street 2026-06-16
Review & launch campaign complete Wayne Street 2026-05-20
Create citation builder campaign complete Byron Lapola 2026-07-31
Legal directory audit complete Alven Fabricante 2026-07-31
Legal directory audit complete Alven Fabricante 2026-06-30
Post on all Active GBPs complete Alven Fabricante 2026-08-28
Post to GBPs complete Byron Lapola 2026-07-31
Audit GBPs complete Wayne Street, Alven Fabricante 2026-07-17
Post on all Active GBPs complete Alven Fabricante 2026-07-24
Post to GBPs complete Wayne Street 2026-07-01
Audit GBPs complete Alven Fabricante, Wayne Street 2026-06-19
Review & launch campaign complete Wayne Street 2026-05-31
Legal directory audit complete Alven Fabricante 2026-05-31
Post on all Active GBPs complete Alven Fabricante 2026-06-26
Post to GBPs complete Wayne Street 2026-05-29
Post on all Active GBPs complete Alven Fabricante 2026-05-22
Post to GBPs complete Wayne Street 2026-04-24
Audit GBPs complete Wayne Street, Alven Fabricante 2026-05-15
Legal directory audit complete Alven Fabricante 2026-04-30
Audit GBPs complete Alven Fabricante, Wayne Street 2026-04-17
Post on all Active GBPs complete Alven Fabricante 2026-04-24
Post to GBPs complete Wayne Street 2026-03-27
Legal directory audit complete Alven Fabricante 2026-03-31
Post on all Active GBPs complete Alven Fabricante 2026-04-17
Post to GBPs complete Wayne Street 2026-02-27
Post on all Active GBPs complete Alven Fabricante 2026-05-01
Post to GBPs complete Wayne Street 2026-03-13
Audit GBPs complete Wayne Street, Alven Fabricante 2026-03-20
Audit GBPs complete Wayne Street, Alven Fabricante 2026-02-20
Legal directory audit complete Alven Fabricante 2026-02-28
Legal directory audit complete Alven Fabricante 2026-01-31
Post products on GBP complete Alven Fabricante —
Legal directory audit complete Alven Fabricante 2026-01-19
Audit GBPs complete Alven Fabricante, Wayne Street 2026-01-16
Audit GBPs complete Wayne Street, Alven Fabricante 2025-12-19
Audit GBPs complete Alven Fabricante, Wayne Street 2025-11-21
Post to GBPs complete Wayne Street 2026-02-20
Audit GBPs complete Alven Fabricante, Wayne Street 2025-10-17
Post on all Active GBPs Open Alven Fabricante 2026-11-10
Audit GBPs complete Alven Fabricante 2025-09-19
Create GBP product images complete France Banay 2025-08-31
Create GBP product images complete France Banay 2025-07-31
Audit GBPs complete Alven Fabricante 2025-08-15
Audit GBPs complete Alven Fabricante 2025-07-18
Create GBP product images complete France Banay 2025-07-29
Create citation builder campaign complete Wayne Street 2026-07-15
Post products on GBP complete Alven Fabricante 2025-07-30
Post Q&A complete Alven Fabricante 2026-01-16
Audit GBPs complete Alven Fabricante 2025-07-16
Review & launch campaign complete Wayne Street 2026-05-04
Legal directory audit complete Alven Fabricante 2025-07-21

Boyd & Boyd | SEO 5 tasks

TaskStatusAssigneeDue
Website Speed Open Alven Fabricante 2026-10-31
Website Speed complete Alven Fabricante 2026-09-30
Website Speed complete Alven Fabricante 2026-08-31
Website Speed complete Alven Fabricante 2026-07-31
Search Console Audit complete Alven Fabricante —
SEM Rush Audit complete Alven Fabricante 2026-08-26
Technical SEO complete Wayne Street 2026-06-30
Website Speed complete Alven Fabricante 2026-06-30
Search Console Audit complete — —
SEM Rush Audit complete — —
Technical SEO complete Wayne Street 2026-05-30
Website Speed complete Alven Fabricante 2026-05-31
Search Console Audit Open — 2026-06-26
SEM Rush Audit Open — 2026-06-26
Technical SEO complete Wayne Street 2026-04-30
Website Speed complete Alven Fabricante 2026-04-30
New page complete Wayne Street 2026-03-25
Website Speed complete Alven Fabricante 2026-03-31
Search Console Audit complete — —
SEM Rush Audit complete — —
Technical SEO complete — —
Website Speed complete Alven Fabricante 2026-02-28
Website Speed complete Alven Fabricante 2026-01-31
Website Speed complete Alven Fabricante 2025-12-31
Website Speed complete Alven Fabricante 2025-11-30
Video to Blogs Open Byron Lapola —
Website Speed complete Alven Fabricante 2025-10-31
Website Speed complete Alven Fabricante 2025-09-30
Website Speed complete Alven Fabricante 2025-08-31
Setup tracking in Atlas complete Wayne Street 2025-07-16
Impression Strategy Open Byron Lapola —
Website Speed complete Alven Fabricante 2025-07-31
Keyword Review complete Wayne Street 2025-06-23
Analyze traffic trends complete Wayne Street 2025-06-23
Website Speed complete Alven Fabricante 2025-06-25
Search Console Audit Open Alven Fabricante 2026-10-28
SEM Rush Audit Open Alven Fabricante 2026-10-28
Technical SEO Open Alven Fabricante, Byron Lapola —
People Also Ask complete — 2025-02-14
Featured Snippet complete — 2025-02-14
Page Optimization (Focus Keyword) complete — 2025-02-14
URL Structure complete — 2025-02-14
Schema Markup complete — 2025-02-14
Search Console Audit complete Alven Fabricante 2025-03-01
SEM Rush Audit complete Alven Fabricante 2025-03-01
Technical SEO complete Maria Pascan 2025-02-14
Website Speed complete Alven Fabricante 2025-05-31
Website Speed complete Alven Fabricante 2025-04-30
Website Speed complete Alven Fabricante 2025-03-31
Website Speed complete Alven Fabricante 2025-02-28
Website Speed complete Alven Fabricante 2025-01-31
ADA Compliance Open — —
People Also Ask complete — 2025-02-13
Featured Snippet complete — 2025-02-13
Page Optimization (Focus Keyword) complete — 2025-02-13
URL Structure complete — 2025-02-13
Schema Markup complete — 2025-02-13
Search Console Audit complete Alven Fabricante 2025-02-28
SEM Rush Audit complete Alven Fabricante 2025-02-28
Technical SEO complete Maria Pascan 2025-02-13
Website Speed complete Alven Fabricante 2025-01-28

Boyd & Boyd | Social 1 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Calendar Planning to do John Candu 2026-10-25
Calendar Planning complete John Candu 2026-09-25
Boyd | September 2026 complete France Banay 2026-08-27
Calendar Planning complete John Candu 2026-08-25
Boyd | August 2026 complete France Banay 2026-08-05
2. Update social media cascading list complete — —
1. Direct Links complete — —
2. Captions - Week 3-4 complete Alyssa Myles 2026-07-21
4. Captions - Week 1-2 complete Alyssa Myles 2026-06-30
2. Blog Cascading Graphics complete Alyssa Myles 2026-06-30
Calendar Planning complete John Candu 2026-07-25
Boyd | July 2026 complete John Candu 2026-08-14
2. Update social media cascading list complete — —
1. Direct Links complete — —
2. Captions - Week 3-4 complete Alyssa Myles 2026-06-16
4. Captions - Week 1-2 complete France Banay 2026-06-03
1. Video Cascading Graphics complete France Banay 2026-06-03
Calendar Planning complete John Candu 2026-06-19
Boyd | June 2026 complete John Candu 2026-07-17
2. Update social media cascading list complete — —
1. Direct Links complete — —
2. Captions - Week 3-4 complete Alyssa Myles 2026-05-15
4. Captions - Week 1-2 complete France Banay 2026-05-08
1. Video Cascading Graphics complete France Banay 2026-05-08
Calendar Planning complete Alyssa Myles 2026-05-25
Boyd | May 2026 complete John Candu 2026-06-14
2. Update social media cascading list complete John Candu 2026-05-22
1. Direct Links complete John Candu 2026-05-22
3. Client Approval complete — —
2. Captions - Week 3-4 complete John Candu 2026-04-22
1. Other Graphics - Week 3-4 complete — —
4. Captions - Week 1-2 complete John Candu 2026-04-06
1. Video Cascading Graphics complete — —
Calendar Planning complete Alyssa Myles 2026-04-22
Calendar Planning complete Alyssa Myles 2026-01-25
Boyd | April 2026 complete John Candu 2026-05-22
Calendar Planning complete Alyssa Myles 2025-12-19
Boyd & Boyd | Q&A video edit complete France Banay 2025-11-18
Calendar Planning complete Alyssa Myles 2025-11-25
Boyd & Boyd | November 2025 complete Alyssa Myles 2025-11-20
Calendar Planning complete Alyssa Myles 2025-10-25
Boyd | October 2025 complete Alyssa Myles 2025-10-03
Calendar Planning complete Alyssa Myles 2025-09-25
Boyd | September 2025 complete Alyssa Myles 2025-09-19
Calendar Planning complete Alyssa Myles 2025-08-25
2. Update social media cascading list complete John Candu 2025-08-12
1. Direct Links complete John Candu 2025-08-12
Boyd | August 2025 complete Alyssa Myles 2025-08-22
2. Captions - Week 3-4 complete John Candu 2025-07-15
4. Captions - Week 1-2 complete John Candu 2025-07-02
2. Blog Cascading Graphics complete France Banay 2025-07-02
Calendar Planning complete Alyssa Myles 2025-07-25
2. Update social media cascading list complete John Candu 2025-07-15
1. Direct Links complete John Candu 2025-07-16
Boyd | July 2025 complete John Candu 2025-08-12
2. Captions - Week 3-4 complete John Candu 2025-06-10
2. Update social media cascading list complete John Candu 2025-06-25
1. Direct Links complete John Candu 2025-06-24
4. Captions - Week 1-2 complete John Candu 2025-05-28
2. Blog Cascading Graphics complete France Banay 2025-05-28
Calendar Planning complete Alyssa Myles 2025-06-20
Boyd | June 2025 complete John Candu 2025-07-16
2. Captions - Week 3-4 complete John Candu 2025-05-22
4. Captions - Week 1-2 complete John Candu 2025-05-08
2. Blog Cascading Graphics complete France Banay 2025-05-08
Calendar Planning complete Dyamond Rodriguez 2025-05-15
Boyd & Boyd | May 2025 complete John Candu 2025-06-25
Twitter Banner complete Dyamond Rodriguez 2025-05-01
Check Twitter Creds complete Dyamond Rodriguez 2025-04-17
Update YT Channel complete John Candu 2025-04-16
Review Creds & Pages complete Dyamond Rodriguez 2025-04-15
Instagram Templates complete France Banay 2025-04-21
Calendar Planning complete Dyamond Rodriguez 2025-04-30
Create hashtag/locations sheet complete John Candu 2025-04-21
Create social media cascading list complete John Candu 2025-04-21

Boyd & Boyd | Video Shoot 3 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | QX 202X Videos
TaskStatusAssigneeDue
Video Content Planning Open Angie Ketchen 2026-10-16
Video Topics complete Wayne Street 2026-06-26
Create video folder in Drive Open Devyn Glassgold —
Schedule video shoot & rehearsal Open Devyn Glassgold —
Interview videographer Open Devyn Glassgold —
Source videographer Open Devyn Glassgold —
Boyd | Q2 / Q3 2026 Videos in progress Devyn Glassgold —
Video Content Planning complete Angie Ketchen 2026-08-14
Videos without end cards Open — —
Add approved video links to tracking sheet Open Devyn Glassgold —
Final Edits complete Alyssa Myles 2026-06-15
Client Approval in progress Devyn Glassgold 2026-09-16
Round 1 edits complete Alyssa Myles —
Update Video Folder in Drive complete — —
Send videos in channel (for 1st time) complete — —
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Topics complete — —
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Topics complete — 2026-05-04
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
Boyd | Q1 2026 (iShoot) Open Devyn Glassgold —
Q1 iShoot Video: 4/17/26 @ 10 am EST complete Kimberley Hill 2026-04-17
Video Content Planning complete Angie Ketchen 2026-06-17

Boyd & Boyd | Account Maintenance 5 tasks

TaskStatusAssigneeDue
Create Swydo Report monthly account management Byron Lapola 2026-11-05
Check GBP Reviews monthly account management Byron Lapola 2026-10-06
Create Swydo Report complete Byron Lapola 2026-10-01
Review Performance Deck monthly account management Byron Lapola 2026-10-20
Review Performance Deck complete Byron Lapola 2026-08-18
Prep Performance Deck monthly account management Devyn Glassgold 2026-10-19
Review Website Plugins & User Access monthly account management Byron Lapola, Carlos Arias 2026-09-02
Email Meeting Recap + Performance Deck complete Angie Ketchen 2026-09-16
Client Meeting monthly account management Devyn Glassgold 2026-10-28
Prep Performance Deck complete Devyn Glassgold 2026-09-21
Create Swydo Report complete Byron Lapola 2026-09-03
Check GBP Reviews complete Byron Lapola 2026-09-06
Create Swydo Report complete Byron Lapola 2026-08-06
Client Meeting complete Angie Ketchen 2026-08-19
Review Performance Deck complete Byron Lapola 2026-08-18
Prep Performance Deck complete Angie Ketchen 2026-08-17
Email Meeting Recap + Performance Deck complete Angie Ketchen 2026-08-19
Monthly Performance Meeting with Client complete Angie Ketchen 2026-08-19
Check GBP Reviews complete Byron Lapola 2026-08-06
Review Performance Deck complete Wayne Street 2026-07-21
Prep Monthly Performance Deck complete Angie Ketchen 2026-07-20
Email Meeting Recap + Performance Deck complete Angie Ketchen 2026-07-16
Update LSA Report complete — —
Monthly Performance Meeting with Client complete Angie Ketchen 2026-07-16
Create Swydo Report complete — —
Review + Finalize Monthly Performance Deck complete — —
Review Performance Deck complete Wayne Street 2026-07-15
Check GBP Reviews complete Wayne Street 2026-07-06
Prep Monthly Performance Deck complete Angie Ketchen 2026-07-15
Complete Monthly Reporting monthly account management — —
One-off Tasks (Emails, Phone Calls Etc.) monthly account management Devyn Glassgold —
Monthly Performance Meeting monthly account management — —
Strategist + AM Internal POD Meetings monthly account management Byron Lapola, Devyn Glassgold —

Offboarding 34 tasks

TaskStatusAssigneeDue
Check the termination date in SOW - 30/60 days - Confirm the date to do — 2026-11-02
Remove Client from BrightLocal and projects to do — —
Remove TGR from Client's Ads Account to do — —
Inform the Reporting team about the canceling of the services (to not fill in lead sheets, swydo, zaps, etc) to do — —
Remove client from Swydo - Delete the connected sources to do — —
Inform the client regarding of which ZAPS are about to be deactivated to do — —
Inform Jay about the cancellation email/discussion - ensure that the client can't be saved complete — —
Check client monthly budget sheet for any past months extra spends that need to be canceled to do — —
Confirm client has paid in full prior to website move to do — —
Keep an eye on the past client performance to do — —
If the CallRail is deactivated ensure all tracking numbers are switched to the main website number to do — —
Confirm that all outstanding balances have been paid to do — —
Check the credential document to ensure we aren't sharing confidential information to do — —
Email/Slack the YouTube Manager to inform of client termination complete — —
Delete or change ownership of the client ZAPS to do — —
Check with Jay to email George/Catherine/Billing to inform of client termination to do — —
Move Google Drive folder from Master Shared folder to Inactive Client folder to do — —
Ensure the website transfer is being made in time to do — —
Cancel automated AHREFs reporting and delete client from Projects to do — —
Turn off or change ownership for Social Media Campaigns (Facebook, Insta, LinkedIn, etc) to do — —
Unassign all clickup tasks to do — —
Email Client to let them know what accounts are paused to do — —
Remove TGR from Client's Facebook Page & Ad Account to do — —
Remove TGR from LSA Ads Account to do — —
Remove TGR from Client's Analytics Account (GA4 and GSC) to do — —
Ensure the content is not being ordered for next month to do — —
Ensure the website doesn't use plugins that are being paid by TGR (this can be check in the client credential sheet and/or budget sheets) to do — —
Inform Hosting to cancel website hosting (share a end of hosting date) to do — —
Cancel Bright Local automated reporting to do — —
1 week later - follow up that everything is turned off to do — —
Deactivate or change ownership for Call Rail to do — —
Remove TGR from GBP Account to do — —
Cancel SemRush automated reporting and delete client from Projects to do — —
Inform the internal team of client termination (client channel only - no tgrentireoffice) complete — —
Change ownership/ensure access for Apex/Ngage/Intaker Chat to do — —
Ensure all landing pages are being transferred to the client in domain/Unbounce account to do — —
Turn off or change ownership for Bing Campaigns to do — —