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Davis, Saperstein & Salomon, P.C

Client Projects · 10 tasks · 3 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 | Local SEO 4 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Post to GBPs Open Pal Anderka-Farkas, Alven Fabricante 2026-11-20
Post to GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-10-16
Post to GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-09-18
Post to GBPs complete 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 Alven Fabricante, Wayne Street 2026-01-16
Audit GBPs complete Wayne Street, Alven Fabricante 2025-12-19
Audit GBPs complete Wayne Street, Alven Fabricante 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:
TaskStatusAssigneeDue
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

TaskStatusAssigneeDue
Email Meeting Recap + Action Items monthly account management Devyn Glassgold 2026-11-10
Client Performance Meeting monthly account management Devyn Glassgold 2026-11-10
Review Monthly Performance Deck monthly account management Pal Anderka-Farkas 2026-11-09
Send Lead Sheet to Client monthly account management Devyn Glassgold 2026-11-12
Prep Monthly Performance Deck monthly account management Devyn Glassgold 2026-11-06
Review Monthly Performance Deck complete Pal Anderka-Farkas 2026-10-12
Review Monthly Performance Deck complete Pal Anderka-Farkas 2026-09-14
Update Lead Sheet monthly account management Pal Anderka-Farkas 2026-10-08
Send Lead Sheet to Client complete Devyn Glassgold 2026-10-08
Email Meeting Recap + Action Items complete Devyn Glassgold 2026-10-14
Client Performance Meeting complete Devyn Glassgold 2026-10-13
Prep Monthly Performance Deck complete Devyn Glassgold 2026-10-02
Update Lead Sheet complete Pal Anderka-Farkas 2026-09-09
Send Lead Sheet to Client complete Devyn Glassgold 2026-09-10
Create Swydo Report monthly account management Pal Anderka-Farkas 2026-10-08
Email Meeting Recap + Action Items complete Devyn Glassgold 2026-09-08
Client Performance Meeting complete Devyn Glassgold 2026-09-08
Review Monthly Performance Deck complete Pal Anderka-Farkas 2026-09-07
Check GBP Reviews monthly account management Pal Anderka-Farkas 2026-10-08
Create Swydo Report complete Pal Anderka-Farkas 2026-09-03
Prep Monthly Performance Deck complete Devyn Glassgold 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 sent to client Devyn Glassgold 2026-10-12
Send Lead Sheet to Client complete Devyn Glassgold 2026-09-03
Update Lead Sheet complete 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 Devyn Glassgold —
Strategist + AM Internal POD Meetings monthly account management Devyn Glassgold —
Monthly Performance Meeting monthly account management — —