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Goldstein

Client Projects · 70 tasks · 18 lists

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Tasks

Goldstein | Blogs 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x

No tasks.

Goldstein | Blogs (no approval needed) 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x

No tasks.

Goldstein | Link Building 0 tasks

TaskStatusAssigneeDue
Links within Budget complete Pamela Tatam 2025-01-01
Propose Strategy for New Assets complete Pamela Tatam 2025-01-01
Scrape Website & Find Assets complete Pamela Tatam 2025-01-01
Check-In complete Pamela Tatam 2025-01-10
Check-In complete Pamela Tatam 2025-01-01
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

Goldstein | Local SEO 9 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Local Search Grids Open Pal Anderka-Farkas
Work Citation Tracker Report Open Pal Anderka-Farkas
Review citation campaign & extract logins Open Pal Anderka-Farkas 2024-12-31
Add locations to company profiles Open Pal Anderka-Farkas 2024-12-31
Build/edit company profiles Open Pal Anderka-Farkas 2024-12-31
Create GBP product descriptions & links Open Pal Anderka-Farkas 2024-12-31
Create Drive Folder & Documents Open Pal Anderka-Farkas 2024-12-31
Create citation builder campaign Open Pal Anderka-Farkas 2024-12-31
Review & launch campaign Open Pal Anderka-Farkas 2024-12-31

Goldstein | Local/Service Pages 1 tasks

TaskStatusAssigneeDue
Schedule Content Open

Goldstein | LSA 3 tasks

TaskStatusAssigneeDue
Monthly LSA leads download to do Pal Anderka-Farkas
Follow up with client regarding LSA management complete Joe Terjek 2026-05-22
Fill LSA training deck with updated information (screenshots, questions, etc) complete Pal Anderka-Farkas 2026-05-22
Prepare LSA Training Deck complete Joe Terjek 2026-05-22
Share Credentials with Client complete Joe Terjek 2026-05-22
Review LSA Approval to do Pal Anderka-Farkas 2026-05-22
Provide LSA Information complete Joe Terjek 2026-05-22
LSA Check-in to do Pal Anderka-Farkas 2026-05-22
LSA Training complete Joe Terjek 2026-05-22
Create LSA to do Pal Anderka-Farkas 2026-05-22

Goldstein | New Website Build 0 tasks

Reference Link: https://docs.google.com/document/d/1uleGbRnm9SR-LhtExkofs9LRPbqStBDbpRjLrtFECJk/edit?usp=sharing

No tasks.

Goldstein | Offboarding 42 tasks

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

Goldstein | Onboarding 6 tasks

New Onboarding Checklist https://docs.google.com/spreadsheets/d/12Anh9RTBdZaGi09d_ahIFEAeEmg0w1pU3Ecjyjn1RNY/edit?usp=sharing
TaskStatusAssigneeDue
Facebook Ads Account to do
Youtube to do
Twitter to do
LinkedIn to do
Instagram to do
Facebook to do
Add Client to Harvest complete Maria Pascan 2024-12-25
Firm Logos complete Maria Pascan 2024-12-25
Lead Sheet complete Maria Pascan 2024-12-25
Google Ads complete Maria Pascan 2024-12-25
Create Credentials Doc complete Maria Pascan 2024-12-25
Client Photos complete Maria Pascan 2024-12-25
Google Analytics complete Maria Pascan 2024-12-25
Add to TGR Accounts Sheet complete Haley Cooney
Remove Previous Agency Access complete Maria Pascan 2024-12-25
Goal Setup complete 2024-12-25
Create One Sheeter complete 2024-12-25
Confirm Google Ads & LSAs are in MCC complete Maria Pascan 2024-12-25
DNS complete Maria Pascan 2024-12-25
Google Tag Manager complete Maria Pascan 2024-12-25
Check Tracking Numbers complete 2024-12-25
Create Deck Templates complete 2024-12-25
Remove Previous Agency Access complete Maria Pascan 2024-12-25
Zapier Integration complete 2024-12-25
Google Search Console complete Maria Pascan 2024-12-25
Google Tools Integrations complete 2024-12-25
Build ClickUp Space complete Maria Pascan 2024-12-25
LSA Report complete Maria Pascan 2024-12-25
Mail Chimp complete Maria Pascan 2024-12-25
Hosting Access or Move complete Maria Pascan 2024-12-25
Gather Credentials complete Maria Pascan 2024-12-25
Remove Previous Agency Access complete Maria Pascan 2024-12-25
Call Rail complete Maria Pascan 2024-12-25
Google Maps complete Maria Pascan 2024-12-25
Pre-Fill Questionnaire complete Maria Pascan 2024-12-25
Website Credentials complete Maria Pascan 2024-12-25
Google LSA complete Maria Pascan 2024-12-25
Set Up Swydo complete Maria Pascan 2024-12-25
Existing Gmails complete Maria Pascan 2024-12-25
Confirm CC Authorization complete 2024-12-25
Add to Monthly Budgeting Sheet complete Maria Pascan 2024-12-25

Goldstein | Paid Media (PPC & Social) 0 tasks

Budget: Geo Location: Target Audience:

No tasks.

Goldstein | Press Releases 0 tasks

No tasks.

Goldstein | Reporting 3 tasks

TaskStatusAssigneeDue
Update LSA Report complete 2026-07-02
Update lead sheet (Monthly) complete Rakesh Reddy 2026-07-02
Prepare Reporting complete 2025-02-01
Update lead sheet (Monthly) complete Rakesh Reddy 2026-06-02
Screenshot Local Grid Search complete Alven Fabricante 2025-01-10
Newsletter Report complete 2025-01-10
Social Media Reporting complete
Send lead sheet to client for completion complete 2026-06-04
Create Swydo Report Open 2026-06-24
Screenshot Backlink complete
Check GBP Reviews Open 2025-01-10
Update LSA Report Open 2026-07-02
Check lead sheet before meeting complete 2026-06-04
Review PPC Notes complete 2025-01-10
Review Citation Report complete 2025-01-10

Goldstein | SEO 0 tasks

No tasks.

Goldstein | Social 2 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
2. Update social media cascading list to do
1. Direct Links to do
2. Captions - Week 3-4 complete France Banay 2026-08-18
4. Captions - Week 1-2 complete France Banay 2026-08-04
1. Video Cascading Graphics complete France Banay 2026-08-04
Goldstein | August 2026 to do France Banay 2026-09-13
Social Profile Optimization complete Alyssa Myles
Create 2026 content calendar complete John Candu 2025-12-24
Goldstein | January 2026 complete Alyssa Myles 2025-12-29
Goldstein | Social Media Proposal complete Joe Terjek 2025-11-24
Calendar Planning to do Alyssa Myles 2026-08-19
Create social media cascading list complete John Candu 2026-05-11

Goldstein | Video Shoot 2 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | QX 202X Videos How to use this list: click to view
TaskStatusAssigneeDue
Why Honesty With Your Doctor Can Make or Break Your NJ Personal Injury Case complete 2026-05-22
First Criminal Arrest in New Jersey? What to Expect & How to Protect Your Record complete 2026-05-15
Medical Bills After a Car Accident Settlement in NJ: What You Need to Know About PIP & Co-Pays complete 2026-05-08
Who Pays Medical Bills After a Bicycle Accident in New Jersey? | NJ PIP & NJPLIGA Explained complete
First DWI in New Jersey? Penalties, License Suspension & What to Expect in Court complete
Slip and Fall in a Store or Shopping Center in NJ: How to Prove the Business Knew About the Danger Open
Rideshare Accidents in NJ & NYC: When Uber or Lyft's Insurance Doesn't Cover You Open
Multi-Vehicle Pileup Accidents on NJ & NY Highways: Who Pays When Everyone Is Blaming Each Other? Open
Construction Site Accidents in NY & NJ: Labor Law 240 and Your Right to Full Compensation Open
What to Do If You're Arrested for DWI in New Jersey in 2026 — Step by Step Open
Whiplash, TBIs & Soft-Tissue Injuries: Why Insurance Companies Fight These Claims in NY and NJ Open
Deepfake Crimes in New York: What Is Illegal and What to Do If You're a Victim Open
AI Facial Recognition in Criminal Investigations: Your Rights Under New York's Proposed Law Open
NJ Hemp & THC Law Change: What Happens If You're Arrested for Products That Were Legal Last Month? Open
NYC's Gender-Motivated Violence Act: The 18-Month Window to File a Civil Lawsuit Open
E-Bike Insurance Gaps in NJ: Why Your Claim Could Be Denied in 2026 Open
NJ's New E-Bike Law: What Happens If You're Injured in an Accident Now? Open
YT description complete Pal Anderka-Farkas 2026-04-06
Revisions round 1 complete
Video Topics am review Joe Terjek 2026-08-12
Create video folder in Drive Open
Schedule video shoot & rehearsal complete
Interview videographer complete
Source videographer complete
Goldstein | Q1 2026 Open Joe Terjek 2026-07-24
Upload Final Videos to Drive complete
Final Edits complete
Client Review complete
Edits complete Joe Terjek 2026-04-06
Upload Videographer Edits to Drive 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
Video Topics complete Maria Pascan 2025-11-05
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
Goldstein | Q2 2025 complete Alven Fabricante 2026-05-22
Video Content Planning Open Joe Terjek 2026-07-24
Descriptions complete Maria Pascan 2025-04-11
Thumbnails complete France Banay 2025-04-17
How long will it take for my case to be resolved? complete
Why is underinsurance coverage so important in a personal injury car accident case? complete
What to do after a trip and fall accident to get my medical bills paid? complete
Can I bring another case, if I’ve already had an accident case? complete
How do I figure out the best personal injury lawyer for me? complete
What steps should I take if a car is fleeing the scene of an accident? complete
What happens if I’ve been charged with shoplifting in New Jersey? complete
What should I do if there’s a warrant for my arrest? complete
A loved one has just been arrested and is being held - what is going to happen? complete
What do you do if there is a temporary restraining order filed against you? complete
What can happen to me if I leave the scene of an accident? complete
Can I refuse a breathalyzer test in NJ? complete
Goldstein | Q1 2025 Videos complete Alven Fabricante 2025-11-25
Update video sheet complete
Upload approved videos in Drive complete
Send videos in channel (for 1st time) complete
Video Topics complete
Create video folder in Drive complete
Post-shoot follow up with videographer complete
Add video sheet to task complete
Send videographer all materials complete
Schedule video shoot & rehearsal complete
Interview videographer complete
Source videographer complete
Goldstein | Video Topics complete Maria Pascan 2025-02-21
What Are My Rights if I’m Injured in an Accident and the Police Put Me As at Fault on the Police Report? Open
What Are the Claims That Can Be Made After Being a Victim of a Truck Accident? Open
How To Document Evidence After Being a Victim of a Hit and Run? Open
Who Pays To Repair or Replace My Car? My Insurance or the Other Driver’s? Open
What Are the Legal Steps After Being Injured on Someone Else’s Property? Open
How Can My Family Pursue a Wrongful Death Settlement? Open
Who Pays for Medical Bills After a Car Accident? Open
What Evidence Do I Need To Collect for a Motor Vehicle Accident Claim? Open
Who Can Be Held Liable for My Injuries in a Construction Accident? Open
What Are My Legal Rights After Being the Victim of a DUI Accident? Open
Are There Common Mistakes To Avoid When Dealing With Insurance Companies After a Car Accident? Open
What Should I Do if I’ve Been Injured in a Truck Accident? Open
4. Update video sheet & content calendar Open
3. Upload approved videos in Drive Open
2. Send videos in channel (for 1st time) Open
1. Add thumbnails to Drive Open
3. Post-shoot follow up with videographer Open
2. Add video sheet to task Open
1. Send videographer all materials Open
Video Topics am review
4. Create video folder in Drive Open
3. Schedule video shoot & rehearsal Open

Goldstein | Website Edits and Development 0 tasks

TaskStatusAssigneeDue
Goldstein | Add Google Review Plugin to Website complete Alven Fabricante 2025-07-17

Goldstein | Website Transfer 0 tasks

Website Hosting Transfer SOP https://docs.google.com/document/d/1hGWpf3ak5hDG5F8KUCtTl2tKuig9DqgvC6iuk0JPMrc/edit?usp=sharing

No tasks.

Goldstein | Admin 2 tasks

TaskStatusAssigneeDue
Goldstein & Handwerker | Google Account ([email protected]) Issue July 2026 to do Pal Anderka-Farkas, Joe Terjek
Goldstein & Handwerker | Meeting Notes to do Joe Terjek, Pal Anderka-Farkas