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Davis, Saperstein & Salomon, P.C

Client Projects · 17 tasks · 5 lists

Notes & Documents

DSS Performance Meeting Notes

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 | Admin 0 tasks

No tasks.

DSS | Local SEO 5 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Post to GBPs Open 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 2026-02-03
Post to GBPs complete Alven Fabricante, Wayne Street 2026-02-20
Create Drive Folder & Documents Open — —
Audit GBPs complete Alven Fabricante, Wayne Street 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 Alven Fabricante, Maria Pascan 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 —
Create GBP product descriptions & links Open Wayne Street —
Create Drive Folder & Documents complete — —
Audit GBPs complete Alven Fabricante 2024-12-16

DSS | Paid Media (PPC & Social) 1 tasks

Budget: Geo Location: Target Audience:
TaskStatusAssigneeDue
Check AdWords and Bing PPC Campaigns to do 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 | Reporting 9 tasks

TaskStatusAssigneeDue
Send lead sheet to client for completion (Weekly) Open — 2026-06-22
Send lead sheet to client for completion (Weekly) Open — 2026-06-15
Update lead sheet (Monthly) complete Rakesh Reddy 2026-07-02
Send lead sheet to client for completion (Monthly) Open Kimberley Hill 2026-03-06
Send lead sheet to client for completion (Weekly) Open Kimberley Hill 2026-06-08
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-06-01
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-05-25
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-05-18
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-05-11
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-05-04
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-04-27
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-04-20
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-04-13
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-04-06
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-03-30
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-03-23
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-03-16
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-03-09
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-03-02
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-02-23
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-02-16
Prepare Reporting Open Kimberley Hill 2026-03-10
Prepare Reporting complete Alison Letzring 2026-02-10
Clean up leadsheet so all columns line up complete — —
Create Swydo Report Open — 2026-06-25
Create Swydo Report complete Wayne Street 2026-02-03
Create Swydo Report complete Wayne Street 2026-02-03
Send lead sheet to client for completion (Weekly) complete Kimberley Hill 2026-02-09
Send lead sheet to client for completion (Weekly) complete Alison Letzring 2026-02-02
Send lead sheet to client for completion (Weekly) complete Alison Letzring 2026-01-26
Send lead sheet to client for completion (Weekly) complete Alison Letzring 2026-01-19
Send lead sheet to client for completion (Monthly) complete Kimberley Hill 2026-02-06
Send lead sheet to client for completion (Weekly) complete Alison Letzring 2026-01-12
Send lead sheet to client for completion (Monthly) complete Alison Letzring 2026-01-02
Send lead sheet to client for completion (Monthly) complete Alison Letzring 2025-12-10
Send lead sheet to client for completion (Weekly) complete Alison Letzring 2026-01-05
Send lead sheet to client for completion (Weekly) complete — 2025-12-29
Send lead sheet to client for completion (Weekly) complete — 2025-12-22
Send lead sheet to client for completion (Weekly) complete — 2025-12-15
Send lead sheet to client for completion (Weekly) complete — 2025-12-08
Send lead sheet to client for completion (Weekly) complete — 2025-12-01
Send lead sheet to client for completion (Weekly) complete — 2025-11-24
Send lead sheet to client for completion (Weekly) complete — 2025-11-17
Send lead sheet to client for completion (Weekly) complete — 2025-11-10
Send lead sheet to client for completion (Weekly) complete — 2025-11-03
Send lead sheet to client for completion (Monthly) complete Alison Letzring 2025-11-10
Send lead sheet to client for completion (Weekly) complete — 2025-10-27
Send lead sheet to client for completion (Monthly) complete Alison Letzring 2025-09-10
Send lead sheet to client for completion (Weekly) complete — 2025-10-20
Send lead sheet to client for completion (Weekly) complete — 2025-10-13
Send lead sheet to client for completion (Weekly) complete — 2025-10-06
Send lead sheet to client for completion (Weekly) complete — 2025-09-29
Send lead sheet to client for completion (Weekly) complete — 2025-09-22
Send lead sheet to client for completion (Weekly) complete — 2025-09-15
Send lead sheet to client for completion (Weekly) complete — 2025-09-08
Send lead sheet to client for completion (Weekly) complete — 2025-09-01
Send lead sheet to client for completion (Weekly) complete — 2025-08-25
Send lead sheet to client for completion (Weekly) complete — 2025-08-18
Send lead sheet to client for completion (Weekly) complete — 2025-08-11
Send lead sheet to client for completion (Weekly) complete — 2025-08-04
Send lead sheet to client for completion (Weekly) complete — 2025-07-28
Send lead sheet to client for completion (Weekly) complete — 2025-07-21
Send lead sheet to client for completion (Monthly) complete Alison Letzring 2025-08-10
Send lead sheet to client for completion (Weekly) complete — 2025-07-14
Prepare Reporting complete Alison Letzring 2026-01-13
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-07-07
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-06-30
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-06-23
Prepare Reporting complete Savannah Zimmerman 2025-07-01
Send lead sheet to client for completion (Monthly) complete Alison Letzring 2025-07-10
Prepare Reporting complete Savannah Zimmerman 2025-02-01
Send lead sheet to client for completion (Monthly) complete Savannah Zimmerman 2025-04-10
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-06-16
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-06-09
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-06-02
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-05-26
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-05-19
Create Swydo Report complete Wayne Street 2025-10-10
Check lead sheet before meeting complete Grant Bartel 2025-05-09
Create Swydo Report complete Grant Bartel 2025-05-09
Update LSA Report Open — 2026-07-02
Check GBP Reviews complete Grant Bartel 2025-05-09
Review PPC Notes complete Grant Bartel 2025-05-09
Review PPC Notes complete Grant Bartel 2025-03-14
Check GBP Reviews complete Grant Bartel 2025-03-14
Check lead sheet before meeting complete Grant Bartel 2025-03-14
Update LSA Report complete Grant Bartel 2025-03-14
Create Swydo Report complete Grant Bartel 2025-03-14
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-05-12
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-05-05
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-04-28
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-04-21
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-04-14
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-04-07
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-03-31
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-03-24
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-03-17
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-03-10
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-03-03
Send lead sheet to client for completion (Weekly) complete Savannah Zimmerman 2025-02-24

LSA Audit 2 tasks

TaskStatusAssigneeDue
Schedule Client for an LSA retraining if necessary to do — —
Advise client on Review Responsiveness to do — —
3 ring Test to do Kimberley Hill 2026-05-22
Review Responsiveness complete Wayne Street, Marsha Rolle 2026-05-22
Review Quality check complete Wayne Street, Marsha Rolle 2026-05-22
NAP Review complete Wayne Street 2026-05-22
GBP Review complete Wayne Street, Marsha Rolle 2026-05-22
GBP Access Obtained to do Kimberley Hill 2026-05-22