Davis, Saperstein & Salomon, P.C

Client Projects · 10 tasks · 3 lists

Notes & Documents

DSS Performance Meeting Notes

[**DSS Ongoing Meeting Notes**](https://docs.google.com/document/d/1QN_Nm-bEaYB_ndsR64jhKlTFsrQ2OZYdJAzvNnkHWeg/edit?usp=sharing) Includes: * Fathom Recording * Deck * Attendees * Action Items * Meeting Notes

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Tasks

DSS | Local SEO 4 tasks

SOP Audit Checklist

Task	Status	Assignee	Due
Post to GBPs	Open	Alven Fabricante, Pal Anderka-Farkas	2026-08-21
Post to GBPs	complete	Wayne Street, Alven Fabricante	2026-07-17
Post to GBPs	complete	Alven Fabricante, Wayne Street	2026-06-19
Post to GBPs	complete	Wayne Street, Alven Fabricante	2026-05-15
Post to GBPs	complete	Alven Fabricante, Wayne Street	2026-04-17
Post to GBPs	complete	Wayne Street, Alven Fabricante	2026-03-20
Bing Reporting	Open	Rakesh Reddy	2026-07-02
Post to GBPs	complete	Wayne Street, Alven Fabricante	2026-02-20
Audit GBPs	complete	Wayne Street, Alven Fabricante	2026-01-16
Audit GBPs	complete	Alven Fabricante, Wayne Street	2025-12-19
Audit GBPs	complete	Alven Fabricante, Wayne Street	2025-11-21
Audit GBPs	complete	Alven Fabricante, Wayne Street	2025-10-17
Audit GBPs	complete	Maria Pascan, Alven Fabricante	2025-09-19
Audit GBPs	complete	Maria Pascan, Alven Fabricante	2025-08-15
Audit GBPs	complete	Alven Fabricante, Maria Pascan	2025-07-18
Audit GBPs	complete	Alven Fabricante, Grant Bartel	2025-06-20
Audit GBPs	complete	Alven Fabricante, Grant Bartel	2025-05-16
Audit GBPs	complete	Alven Fabricante, Grant Bartel	2025-04-18
Audit GBPs	complete	Alven Fabricante, Grant Bartel	2025-03-21
Audit GBPs	complete	Grant Bartel, Alven Fabricante	2025-02-21
Audit GBPs	complete	Alven Fabricante, Grant Bartel	2025-01-17
Audit GBPs	complete	Alven Fabricante	2024-12-20
Post products on GBP	Open	Alven Fabricante	2026-07-31
Create GBP product descriptions & links	Open	Pal Anderka-Farkas	2026-08-21
Create Drive Folder & Documents	complete	—	—
Audit GBPs	complete	Alven Fabricante	2024-12-16

DSS | Paid Media (PPC & Social) 2 tasks

Budget: Geo Location: Target Audience:

Task	Status	Assignee	Due
PPC Audit + Optimizations	to do	Pal Anderka-Farkas	2026-08-26
Check AdWords and Bing PPC Campaigns	to do	Pal Anderka-Farkas	2026-08-07
Check AdWords and Bing PPC Campaigns	complete	Pal Anderka-Farkas	2026-07-31
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-07-24
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-07-17
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-07-10
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-07-06
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-05-22
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-06-08
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-05-08
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-05-01
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-04-24
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-03-20
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-03-13
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-02-20
PPC Vendor Meeting	complete	Wayne Street	2026-03-01
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-02-13
PPC Vendor Meeting	complete	Wayne Street	2026-01-30
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-01-30
Check AdWords and Bing PPC Campaigns	complete	Wayne Street	2026-01-29
Check PPC Campaign	complete	Grant Bartel	2025-06-06
PPC Vendor Meeting	complete	Wayne Street	2026-01-30
Check PPC Campaign	complete	Grant Bartel	2025-05-30
Check PPC Campaign	complete	Grant Bartel	2025-05-23
Check PPC Campaign	complete	Grant Bartel	2025-05-19
PPC Vendor Meeting	complete	Grant Bartel	2025-06-01
Check PPC Campaign	complete	Grant Bartel	2025-05-09
PPC Vendor Meeting	complete	Grant Bartel	2025-04-01
Check PPC Campaign	complete	Grant Bartel	2025-02-21
Check PPC Campaign	complete	Grant Bartel	2025-02-14
Check PPC Campaign	complete	Grant Bartel	2025-02-07
PPC Vendor Meeting	complete	Grant Bartel	2025-03-01
Check PPC Campaign	complete	Grant Bartel	2025-01-31
Check PPC Campaign	complete	Grant Bartel	2025-01-24
Check PPC Campaign	complete	Grant Bartel	2025-01-17
PPC Vendor Meeting	complete	Grant Bartel	2025-02-01
Check PPC Campaign	complete	Grant Bartel	2025-01-10
PPC Vendor Meeting	complete	Grant Bartel	2025-01-01
Check PPC Campaign	complete	Grant Bartel	2024-12-20
PPC Vendor Meeting	complete	—	2024-12-27
Check PPC Campaign	complete	—	2024-12-20

DSS | Account Maintenance 4 tasks

Task	Status	Assignee	Due
Email Meeting Recap + Action Items	monthly account management	Angie Ketchen	2026-09-08
Client Performance Meeting	monthly account management	Angie Ketchen	2026-09-08
Review Monthly Performance Deck	monthly account management	Pal Anderka-Farkas	2026-09-07
Check GBP Reviews	monthly account management	Pal Anderka-Farkas	2026-09-03
Create Swydo Report	monthly account management	Pal Anderka-Farkas	2026-09-03
Prep Monthly Performance Deck	monthly account management	Angie Ketchen	2026-09-04
Email Meeting Recap + Action Items	complete	Angie Ketchen	2026-08-12
Client Performance Meeting	complete	Angie Ketchen	2026-08-11
Review Monthly Performance Deck	complete	Pal Anderka-Farkas	2026-08-10
Confirm Client Updated Lead Sheet	monthly account management	Angie Ketchen	2026-09-04
Send Lead Sheet to Client	monthly account management	Angie Ketchen	2026-09-03
Update Lead Sheet	monthly account management	Pal Anderka-Farkas	2026-09-02
Create Swydo Report	complete	Pal Anderka-Farkas	2026-08-12
Check GBP Reviews	complete	Pal Anderka-Farkas	2026-08-12
Confirm Client Updated Lead Sheet	complete	Angie Ketchen	2026-07-10
Send Lead Sheet to Client	complete	Angie Ketchen	2026-07-10
Update Lead Sheet	complete	Wayne Street	2026-07-07
Create Swydo Report	complete	Wayne Street	2026-07-07
Review Performance Deck	complete	Wayne Street	2026-08-10
Check GBP Reviews	complete	Wayne Street	2026-07-07
Check GBP Reviews	monthly account management	Wayne Street	2026-08-07
Update LSA Report	monthly account management	Wayne Street	2026-08-07
Update Lead Sheet	monthly account management	Wayne Street	2026-08-07
Complete Monthly Reporting	monthly account management	Pal Anderka-Farkas	—
Create Swydo Report	monthly account management	Wayne Street	2026-08-07
Email Meeting Recap + Performance Deck	complete	Angie Ketchen	2026-09-08
Monthly Performance Meeting with Client	complete	Angie Ketchen	2026-08-11
Prep Monthly Performance Deck	complete	Angie Ketchen	2026-08-10
Email Meeting Recap + Performance Deck	complete	Angie Ketchen	2026-07-14
Confirm Client Updated Lead Sheet	complete	Angie Ketchen	2026-07-10
Update LSA Report	complete	—	—
Monthly Performance Meeting with Client	complete	Angie Ketchen	2026-07-14
Create Swydo Report	complete	—	—
Send Lead Sheet to Client	complete	Angie Ketchen	2026-07-10
Review + Finalize Monthly Performance Deck	complete	—	—
Update Lead Sheet	complete	Wayne Street	2026-07-07
Create Swydo Report	complete	Wayne Street	2026-07-07
Review Performance Deck	complete	Wayne Street	2026-07-13
Check GBP Reviews	complete	Wayne Street	2026-07-07
Update LSA Report	complete	Wayne Street	2026-07-07
Prep Monthly Performance Deck	complete	Angie Ketchen	2026-07-13
Complete Monthly Reporting	complete	Wayne Street	—
One-off Tasks (Emails, Phone Calls Etc.)	monthly account management	Angie Ketchen	—
Strategist + AM Internal POD Meetings	monthly account management	Angie Ketchen	—
Monthly Performance Meeting	monthly account management	—	—