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Levy & Associates

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Tasks

Levy | Admin 1 tasks

TaskStatusAssigneeDue
Levy & Associates | Meeting Notes to do — —
Levy 2-13-2025 Monthly Meeting Action Items complete Joe Terjek 2025-02-21

Levy | Ah-Hoc 0 tasks

TaskStatusAssigneeDue
Levy | Set Footer Date to 2025 complete Alven Fabricante 2025-01-17

Levy | Blog 5 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x Levy & Associates | Content Calendar 2024 Levy | Content Calendar 2025 Blog Content Plan: https://docs.google.com/spreadsheets/d/15S7P-4l1bEgkRls6YTnezEJrfzOBXKhSUSUIJqogwK8/edit?usp=sharing Content Vendor: SEOCH UTM tags for GBP Updates: Lathrup Village: ?utm_source=gbp&utm_medium=organic&utm_campaign=gbp-update-post&utm_content=lathrup-village-branch Delray Beach: ?utm_source=gbp&utm_medium=organic&utm_campaign=gbp-update-post&utm_content=delray-beach-branch
TaskStatusAssigneeDue
Refresh: SALT Deduction 2025 Michigan: Does the $40,000 Cap Help? to do Joe Terjek 2026-10-23
SALT Cap Sunset 2030: Michigan Planning Guide to do Joe Terjek 2026-10-23
How to Get a Michigan Tax Clearance Certificate (and Why Buyers and Sellers Both Care) to do Joe Terjek 2026-10-23
Michigan Marijuana Taxes and IRC 280E: The Federal Problem Dispensary Owners Face to do Joe Terjek 2026-10-23
Payroll Tax Problems for Michigan Small Businesses in 2026: What to Do Before the IRS Comes Knocking to do Joe Terjek 2026-10-23
Levy | November 2026 to approve — 2026-10-24
Levy | October 2026 to approve — 2026-10-24
Levy | September 2026 in progress Pal Anderka-Farkas 2026-10-24
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
IRS ERC Voluntary Disclosure Program — Is It Too Late to Come Clean? in progress Joe Terjek 2026-08-06
Can Bankruptcy Wipe Out IRS Tax Debt? The Truth Michigan Taxpayers Need to Hear in progress Joe Terjek 2026-08-06
What Michigan's 6-Year Tax Collection Statute Means for Your State Tax Debt in progress Joe Terjek 2026-08-06
What Is a CDP Hearing and Why You Have Only 30 Days to Request One? in progress Joe Terjek 2026-08-06
Levy | August 2026 in progress Pal Anderka-Farkas 2026-07-03
IRS Collection Is Ramping Back Up — What Michigan Taxpayers With Old Debts Should Do Now complete Alven Fabricante 2026-08-07
Florida Sales Tax Audits — What Delray Beach Business Owners Need to Know complete Alven Fabricante 2026-08-07
Understanding the Michigan Tax Tribunal — Your Last Resort Before Paying a Disputed Tax Bill complete Alven Fabricante 2026-08-07
Mid-Year Tax Checkup — Are You Withholding Correctly After the OBBBA Changes? complete Alven Fabricante 2026-08-07
Levy | July 2026 complete Pal Anderka-Farkas 2026-08-10
Trump Accounts Just Launched — Here's What Michigan Parents Need to Do This Month complete Alven Fabricante 2026-08-07
What Happens to Your Business Tax Debt When You Close a Michigan Company? complete Alven Fabricante 2026-08-07
The Michigan FTE Tax Election Deadline Is Coming — Don't Miss It complete — 2026-08-12
What Michigan Auto Industry Workers Should Know About Overtime, Wages, and the New Tax Deduction complete Alven Fabricante 2026-08-07
Levy | June 2026 complete Pal Anderka-Farkas 2026-08-10
How Long Does a Michigan Tax Lien Stay on Your Property? complete Alven Fabricante 2026-06-30
Can the IRS Really Take Your Social Security Check? What Michigan and Florida Retirees Must Know complete Alven Fabricante 2026-06-30
IRS Tax Lien vs. Tax Levy — What's the Difference and Which Is Worse? complete Alven Fabricante 2026-06-30
Florida Has No State Income Tax — But You Can Still Have a Major IRS Problem in Delray Beach complete Alven Fabricante 2026-06-30
Levy | May 2026 complete Pal Anderka-Farkas 2026-06-30
Michigan Businesses and the Flow-Through Entity Tax — Is It Still Worth It After the OBBBA? complete Alven Fabricante 2026-04-21
Can the IRS Collect Your Tax Debt After 10 Years? Michigan Taxpayers and the CSED complete Alven Fabricante 2026-04-21
IRS Automatic Penalty Relief — Are You Leaving Money on the Table? complete Alven Fabricante 2026-04-21
What Michigan Small Business Owners Need to Know About the Trust Fund Recovery Penalty (TFRP) in 2026 complete Alven Fabricante 2026-04-21
Levy Blog | April 2026 complete Pal Anderka-Farkas 2026-04-22
What Happens If You Can't Pay Your Taxes by April 15, 2026 — Your Options Under the New Law complete Alven Fabricante 2026-04-20
Last-Minute Moves Before April 15 — 7 Things Michigan Taxpayers Should Do Right Now complete Alven Fabricante 2026-04-20
Trump Accounts for Kids: What Michigan Parents Need to Know Before They Launch in July 2026 complete Alven Fabricante 2026-04-20
The New $6,000 Senior Tax Deduction — Who Qualifies and How to Claim It complete Alven Fabricante 2026-04-20
Levy Blog | March 2026 complete Pal Anderka-Farkas 2026-04-22
The IRS Offer in Compromise in 2026 — Has the DOGE Era Made It Easier or Harder to Settle? complete Alven Fabricante 2026-04-21
How a Michigan Tax Attorney Can Protect You in an IRS Audit — And Why the Rules Just Changed complete Alven Fabricante 2026-04-21
What to Do When the IRS Sends a Letter During Tax Season — and Why 2026 Is Different complete Alven Fabricante 2026-04-21
IRS ERC Audit Wave Is Here — What Michigan Businesses Need to Do Right Now complete Alven Fabricante 2026-04-21
Levy Blog | February 2026 complete Pal Anderka-Farkas 2026-04-22
Michigan's New Pension and Retirement Income Deduction — Are You Getting the Full Tax Break? complete Alven Fabricante 2026-04-20
DOGE Cut 28,000 IRS Workers — What That Means If You Have a Tax Problem Right Now complete Alven Fabricante 2026-04-20
"No Tax on Overtime" — Who Qualifies, Who Doesn't, and How to Calculate It complete Alven Fabricante 2026-04-20
How to Claim the "No Tax on Tips" Deduction on Your 2025 Return — A Step-by-Step Guide complete Alven Fabricante 2026-04-20
Levy Blog | January 2026 complete Pal Anderka-Farkas 2026-04-22
Estate Tax Exemption Permanently Raised to $15 Million — What Michigan Families Should Do Before 2026 complete Alven Fabricante 2026-04-20
The SALT Cap Is Now $40,000 — Does It Help Michigan Homeowners and Business Owners? complete Alven Fabricante 2026-04-20
Michigan Just Decoupled from Federal Tax Law — What Business Owners Must Know Before Year-End 2025 complete Alven Fabricante 2026-04-20
How the One Big Beautiful Bill Changes Your 2025 Tax Return — What Michigan Taxpayers Need to Know Right Now complete Alven Fabricante 2026-04-20
Levy Blog | December complete Pal Anderka-Farkas 2026-04-22
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Blog Content Planning to do Pal Anderka-Farkas 2026-06-30
How a Tax Lawyer Can Help You Prepare for Tax Season complete — 2026-01-23
What Documents You Should Gather Now to Make Tax Season Easier complete — 2026-01-22
Tax Planning for High-Income Professionals Moving Into 2026 complete — 2026-01-22
How Holiday Bonuses Affect Your Taxes (And How Employers Should Prepare) complete — 2026-01-22
Tips for Year-End Business Tax Planning complete Joe Terjek 2025-12-09
Tax Planning Strategies for Small Business Owners complete Joe Terjek 2025-12-09
How To Navigate Tax Forms Without Confusion complete Joe Terjek 2025-12-09
How To Avoid Common Tax Filing Mistakes complete Joe Terjek 2025-12-09
Levy | November 2025 complete Pal Anderka-Farkas 2026-03-31
Levy | October 2025 complete Joe Terjek 2025-12-11
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —

Levy | Link Building 7 tasks

TaskStatusAssigneeDue
Links within Budget to do — —
Propose Strategy for New Assets to do — —
Check-In to do — —
Scrape Website & Find Assets to do — —
Propose Strategy for New Assets complete Pamela Tatam 2025-01-01
Links within Budget 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
Anchor Text to do — —
Hit -URL for Linkbuilding to do — —
Determine Budget to do — —
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

Levy | Local SEO 12 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Audit GBPs Open Pal Anderka-Farkas, Alven Fabricante 2026-11-20
Lathrup Village Open Alven Fabricante 2026-10-16
Delray Beach Open Alven Fabricante 2026-10-16
Levy | Google Reviews Open Alven Fabricante —
Audit GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-10-16
Audit GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-09-18
Audit GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-08-21
Post Q&A complete Alven Fabricante —
Audit GBPs complete Alven Fabricante, Pal Anderka-Farkas 2026-07-17
Audit GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-06-19
Audit GBPs complete Pal Anderka-Farkas, Alven Fabricante 2026-05-15
Audit GBPs complete Alven Fabricante, Pal Anderka-Farkas 2026-04-17
Audit GBPs complete Alven Fabricante, Pal Anderka-Farkas 2026-03-20
Audit GBPs complete Alven Fabricante, Maria Pascan 2026-02-20
Audit GBPs complete Maria Pascan, Alven Fabricante 2026-01-16
Audit GBPs complete Alven Fabricante, Maria Pascan 2025-12-19
Audit GBPs complete Alven Fabricante, Maria Pascan 2025-11-21
Audit GBPs complete Maria Pascan, Alven Fabricante 2025-10-17
Audit GBPs complete Alven Fabricante, Maria Pascan 2025-09-19
Audit GBPs complete Maria Pascan, Alven Fabricante 2025-08-15
Legal directory audit Open Alven Fabricante —
Respond to Reviews complete Alven Fabricante 2025-06-17
Audit GBPs complete Alven Fabricante, Maria Pascan 2025-07-18
Audit GBPs complete Alven Fabricante, Grant Bartel 2025-06-20
Audit GBPs complete Grant Bartel, Alven Fabricante 2025-05-16
Audit GBPs complete Grant Bartel, Alven Fabricante 2025-04-18
Add missing UTM tags to past 3 months of GBP Updates complete Alven Fabricante 2025-02-28
Audit GBPs complete Grant Bartel, Alven Fabricante 2025-03-21
Audit GBPs complete Grant Bartel, Alven Fabricante 2025-02-21
Cascade Blog Posts to Both GBPs complete Alven Fabricante 2025-01-23
Audit GBPs complete Grant Bartel, Alven Fabricante 2025-01-17
Audit GBPs complete Grant Bartel, Alven Fabricante 2024-12-20
Levy | Add Photos to Delray Beach GBP complete Alven Fabricante 2025-01-03
Legal directory audit complete Alven Fabricante —
Review citation campaign & extract logins Open — —
Add locations to company profiles Open — —
Post products on GBP Open Alven Fabricante —
Build/edit company profiles Open — —
Create GBP product descriptions & links Open Pal Anderka-Farkas —
Create Drive Folder & Documents Open — —
Submit legal directories Open Alven Fabricante —
Create citation builder campaign Open — —
Review & launch campaign Open — —
2 GBP Q&A complete Alven Fabricante —
Post Q&A complete Alven Fabricante 2026-06-24
Audit GBPs complete Alven Fabricante, Grant Bartel 2024-12-16

Levy | Local/Service Pages 6 tasks

TaskStatusAssigneeDue
Florida Tax Attorney client approval Pal Anderka-Farkas, Joe Terjek —
Update local/Service pages Open Pal Anderka-Farkas —
Blog updates 8300 form approved Pal Anderka-Farkas, Alven Fabricante 2026-06-24
Blog updates 810 refund approved Pal Anderka-Farkas, Alven Fabricante 2026-06-24
Edit Content for SEO Open — —
Create Local/Service Page Open — —
Schedule Content Open — —
Get Client Approval on Content Open — —
Order Content Open — —

Levy | LSA 2 tasks

TaskStatusAssigneeDue
LSA Check-in to do Pal Anderka-Farkas 2025-07-20
Monthly LSA leads download to do Pal Anderka-Farkas 2026-09-01
Proof of Insurance Doc complete Pal Anderka-Farkas, Joe Terjek 2026-04-30
LSA Check-in complete Pal Anderka-Farkas 2025-06-20
LSA Check-in complete Grant Bartel 2025-05-20
LSA Check-in complete Grant Bartel 2025-03-20
LSA Check-in complete Grant Bartel 2025-02-20
LSA Check-in complete Grant Bartel 2025-01-17
Levy | Add photos to Delray Beach LSA complete Grant Bartel 2025-01-03
Share Credentials with Client complete — 2024-12-25
Review LSA Approval complete — 2024-12-25
Provide LSA Information complete — 2024-12-25
Follow up with client regarding LSA management complete — 2024-12-25
Fill LSA training deck with updated information (screenshots, questions, etc) complete — 2024-12-25
Prepare LSA Training Deck complete — 2024-12-25
LSA Check-in complete Grant Bartel 2025-01-11
LSA Training complete — 2024-12-25
Create LSA complete — 2024-12-25

Levy | Paid Media (PPC & Social) 10 tasks

Budget: Geo Location: Target Audience:
TaskStatusAssigneeDue
Check PPC Campaign recurring Maria Pascan, Pal Anderka-Farkas 2025-06-13
Check PPC Campaign complete Grant Bartel 2025-06-06
PPC Vendor Meeting recurring Maria Pascan, Pal Anderka-Farkas 2025-07-01
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
Get Approval for New LPs complete Joe Terjek 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 — 2025-01-01
Check PPC Campaign complete — 2024-12-20
A/B Testing recurring — —
Creative Copy to do — —
Run Campaign to do — —
Paid Ads Proposal to do — —
Vendor Hand-off to do — —
Test Conversions to do — —
Landing Page Approval to do — —
Install Codes (GTM, Intaker, Chat, ect.) to do — —
Landing Page Creation to do — —
Conversion Tracking to do — —
Landing Page to do — —
PPC Vendor Meeting complete — 2024-12-27
Details for PPC to do — —
Check PPC Campaign complete — 2024-12-20
Manage Campaign to do — —

Levy | Press Releases 2 tasks

TaskStatusAssigneeDue
Create Press Release Open — —
Publish Press Release Open — —

Levy | Reporting 12 tasks

TaskStatusAssigneeDue
Send lead sheet to client for completion Open Joe Terjek 2026-08-10
Send lead sheet to client for completion complete Joe Terjek 2026-07-10
Send lead sheet to client for completion complete Joe Terjek 2026-06-10
Send lead sheet to client for completion complete Joe Terjek 2026-05-15
Send lead sheet to client for completion complete Joe Terjek 2026-03-10
Prepare Reporting Open — 2026-03-01
Prepare Reporting complete Joe Terjek 2026-02-01
Send lead sheet to client for completion complete Joe Terjek 2026-02-10
Send lead sheet to client for completion complete Joe Terjek 2026-01-10
Prepare Reporting complete Joe Terjek 2026-01-01
Prepare Reporting complete Joe Terjek 2025-12-01
Send lead sheet to client for completion complete Joe Terjek 2025-12-10
Prepare Reporting complete Joe Terjek 2025-11-01
Send lead sheet to client for completion complete Joe Terjek 2025-11-10
Send lead sheet to client for completion complete Joe Terjek 2025-10-10
Send lead sheet to client for completion complete Joe Terjek 2025-09-10
Prepare Reporting complete Joe Terjek 2025-10-01
Send lead sheet to client for completion complete Joe Terjek 2025-06-10
Prepare Reporting complete Joe Terjek 2025-06-01
Screenshot Backlink Open Maria Pascan, Pal Anderka-Farkas 2025-06-13
Review PPC Notes Open Maria Pascan, Pal Anderka-Farkas 2025-06-13
Check GBP Reviews Open Maria Pascan, Pal Anderka-Farkas 2025-06-13
Create Swydo Report Open Maria Pascan, Pal Anderka-Farkas 2025-06-13
Check lead sheet before meeting Open Maria Pascan, Pal Anderka-Farkas 2025-06-13
Update LSA Report Open Maria Pascan, Pal Anderka-Farkas 2025-06-13
Screenshot Backlink complete Grant Bartel 2025-05-09
Check lead sheet before meeting complete Grant Bartel 2025-05-09
Review PPC Notes complete Grant Bartel 2025-05-09
Check GBP Reviews complete Grant Bartel 2025-05-09
Create Swydo Report complete Grant Bartel 2025-05-09
Update LSA Report complete Grant Bartel 2025-05-09
Check lead sheet before meeting complete Grant Bartel 2025-03-14
Screenshot Backlink complete Grant Bartel 2025-03-14
Check GBP Reviews complete Grant Bartel 2025-03-14
Review PPC Notes complete Grant Bartel 2025-03-14
Create Swydo Report complete Grant Bartel 2025-03-14
Update LSA Report complete Grant Bartel 2025-03-14
Send lead sheet to client for completion complete Joe Terjek 2025-05-10
Prepare Reporting complete Joe Terjek 2025-05-01
Send lead sheet to client for completion complete Joe Terjek 2025-04-10
Prepare Reporting complete Joe Terjek 2025-04-01
Send lead sheet to client for completion complete Joe Terjek 2025-02-10
Prepare Reporting complete Joe Terjek 2025-02-01
Social Media Reporting Open — —
Social Media Reporting complete Dyamond Rodriguez 2025-03-14
Prepare Reporting complete Joe Terjek 2025-02-01
Social Media Reporting complete Dyamond Rodriguez 2025-02-14
Social Media Reporting complete Dyamond Rodriguez 2025-01-10
Update lead sheet (Monthly) Open Rakesh Reddy 2025-02-14
Send lead sheet to client for completion complete Joe Terjek 2025-02-14
Check lead sheet before meeting complete Grant Bartel 2025-02-14
Screenshot Backlink complete Grant Bartel 2025-02-14
Create Swydo Report complete Grant Bartel 2025-02-14
Update LSA Report complete Grant Bartel 2025-02-14
Review PPC Notes complete Grant Bartel 2025-02-14
Check GBP Reviews complete Grant Bartel 2025-02-14
Create Swydo Report complete Grant Bartel 2025-01-10
Update lead sheet (Monthly) complete Rakesh Reddy 2025-01-10
Screenshot Backlink complete Grant Bartel 2025-01-10
Check lead sheet before meeting complete Grant Bartel 2025-01-10
Update LSA Report complete Grant Bartel 2025-01-10
Review PPC Notes complete Grant Bartel 2025-01-10
Check GBP Reviews complete Grant Bartel 2025-01-10
Screenshot Local Grid Search complete Alven Fabricante 2025-02-14
Screenshot Local Grid Search complete Alven Fabricante 2025-01-10
Update lead sheet (Monthly) complete Rakesh Reddy 2025-01-06
Newsletter Report Open — —
Send lead sheet to client for completion complete Joe Terjek 2025-01-06
Screenshot Backlink complete Grant Bartel 2025-01-06
Create Swydo Report complete Grant Bartel 2025-01-06
Check GBP Reviews complete Grant Bartel 2025-01-06
Update LSA Report complete Grant Bartel 2025-01-06
Check lead sheet before meeting complete Grant Bartel 2025-01-06
Review PPC Notes complete Grant Bartel 2025-01-06
Review Citation Report Open — —

Levy | SEO 110 tasks

TaskStatusAssigneeDue
Search Console Audit Open Alven Fabricante 2026-11-13
CRT6.09 30-day check Open — —
CRT6.08 Publish, schema, request indexing Open — —
CRT6.07 Deliverable package (md + docx) Open — —
CRT6.06 Compliance review Open — —
CRT6.04 Fact-check against primary sources Open — —
CRT6.05 Internal links verified against the crawl Open — —
CRT6.03 Draft 2,500 to 3,500 words Open — —
CRT6.02 Brief and outline Open — —
CRT6.01 Confirm A064 approval Open — —
BLOG32.08 30-day check Open — —
BLOG32.06 Deliverable package (md + docx) Open — —
BLOG32.07 Publish, schema, request indexing Open — —
BLOG32.05 Compliance review Open — —
BLOG32.04 Internal links verified against the crawl Open — —
BLOG32.02 Draft 2,500 to 3,500 words Open — —
BLOG32.03 Fact-check against primary sources Open — —
BLOG32.01 Brief and outline Open — —
BLOG31.07 Publish, schema, request indexing Open — —
BLOG31.08 30-day check Open — —
BLOG31.06 Deliverable package (md + docx) Open — —
BLOG31.04 Internal links verified against the crawl Open — —
BLOG31.05 Compliance review Open — —
BLOG31.03 Fact-check against primary sources Open — —
BLOG31.02 Draft 2,500 to 3,500 words Open — —
BLOG31.01 Brief and outline Open — —
BLOG30.08 30-day check Open — —
BLOG30.07 Publish, schema, request indexing Open — —
BLOG30.06 Deliverable package (md + docx) Open — —
BLOG30.05 Compliance review Open — —
BLOG30.04 Internal links verified against the crawl Open — —
BLOG30.02 Draft 2,500 to 3,500 words Open — —
BLOG30.03 Fact-check against primary sources Open — —
BLOG30.01 Brief and outline Open — —
BLOG29.07 Publish, schema, request indexing Open — —
BLOG29.08 30-day check Open — —
BLOG29.06 Deliverable package (md + docx) Open — —
BLOG29.05 Compliance review Open — —
BLOG29.04 Internal links verified against the crawl Open — —
BLOG29.02 Draft 2,500 to 3,500 words Open — —
BLOG29.03 Fact-check against primary sources Open — —
BLOG29.01 Brief and outline Open — —
CRT5.09 30-day check Open — —
CRT5.08 Publish, schema, request indexing Open — —
CRT5.07 Deliverable package (md + docx) Open — —
CRT5.06 Compliance review Open — —
CRT5.05 Internal links verified against the crawl Open — —
CRT5.04 Fact-check against primary sources Open — —
CRT5.03 Draft 2,500 to 3,500 words Open — —
CRT5.02 Brief and outline Open — —
CRT5.01 Confirm A064 approval Open — —
BLOG28.08 30-day check Open — —
BLOG28.07 Publish, schema, request indexing Open — —
BLOG28.06 Deliverable package (md + docx) Open — —
BLOG28.05 Compliance review Open — —
BLOG28.04 Internal links verified against the crawl Open — —
BLOG28.03 Fact-check against primary sources Open — —
BLOG28.02 Draft 2,500 to 3,500 words Open — —
BLOG28.01 Brief and outline Open — —
BLOG27.08 30-day check Open — —
BLOG27.07 Publish, schema, request indexing Open — —
BLOG27.06 Deliverable package (md + docx) Open — —
BLOG27.05 Compliance review Open — —
BLOG27.04 Internal links verified against the crawl Open — —
BLOG27.03 Fact-check against primary sources Open — —
BLOG27.02 Draft 2,500 to 3,500 words Open — —
BLOG27.01 Brief and outline Open — —
BLOG26.08 30-day check Open — —
BLOG26.07 Publish, schema, request indexing Open — —
BLOG26.06 Deliverable package (md + docx) Open — —
BLOG26.05 Compliance review Open — —
BLOG26.04 Internal links verified against the crawl Open — —
BLOG26.03 Fact-check against primary sources Open — —
BLOG26.02 Draft 2,500 to 3,500 words Open — —
BLOG26.01 Brief and outline Open — —
BLOG25.08 30-day check Open — —
BLOG25.07 Publish, schema, request indexing Open — —
BLOG25.06 Deliverable package (md + docx) Open — —
BLOG25.05 Compliance review Open — —
BLOG25.04 Internal links verified against the crawl Open — —
BLOG25.03 Fact-check against primary sources Open — —
BLOG25.02 Draft 2,500 to 3,500 words Open — —
BLOG25.01 Brief and outline Open — —
CRT4.09 30-day check Open — —
CRT4.08 Publish, schema, request indexing Open — —
CRT4.07 Deliverable package (md + docx) Open — —
CRT4.06 Compliance review Open — —
CRT4.05 Internal links verified against the crawl Open — —
CRT4.04 Fact-check against primary sources Open — —
CRT4.03 Draft 2,500 to 3,500 words Open — —
CRT4.02 Brief and outline Open — —
CRT4.01 Confirm A064 approval Open — —
BLOG24.08 30-day check Open — —
BLOG24.07 Publish, schema, request indexing Open — —
BLOG24.06 Deliverable package (md + docx) Open — —
BLOG24.05 Compliance review Open — —
BLOG24.03 Fact-check against primary sources Open — —
BLOG24.04 Internal links verified against the crawl Open — —
BLOG24.02 Draft 2,500 to 3,500 words Open — —
BLOG24.01 Brief and outline Open — —

Levy | Social 3 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
3. Client Approval to do — —
2. Captions - Week 3-4 to do — —
1. Other Graphics - Week 3-4 to do — —
Calendar Planning to do John Candu 2026-10-20
Levy & Associates | October 2026 to do John Candu, France Banay 2026-10-16
7. Ad Hoc (for AMs) to do France Banay —
6. Add Direct Links to do John Candu 2026-10-30
5. Update Social Cascading List to do John Candu 2026-10-30
4. Write Captions (Week 2-3) complete France Banay 2026-10-12
3. Other Graphics (Holiday, Testimonial) to do France Banay 2026-10-07
2. Write Captions (Week 1-2) complete France Banay 2026-09-30
1. Create Graphics (Video and/or Blog Cascading) complete France Banay 2026-09-30
2. Update social media cascading list to do John Candu 2026-10-22
1. Direct Links to do John Candu 2026-10-22
2. Captions - Week 3-4 complete France Banay 2026-09-21
4. Captions - Week 1-2 complete France Banay 2026-09-09
2. Blog Cascading Graphics complete France Banay 2026-09-09
Calendar Planning complete John Candu 2026-09-20
Levy | September 2026 to do John Candu 2026-10-22
2. Update social media cascading list complete John Candu 2026-09-06
1. Direct Links complete John Candu 2026-09-06
2. Captions - Week 3-4 complete John Candu 2026-08-11
4. Captions - Week 1-2 complete France Banay 2026-08-04
2. Blog Cascading Graphics complete France Banay 2026-08-04
Calendar Planning complete John Candu 2026-08-20
Levy | August 2026 complete John Candu 2026-09-06
2. Update social media cascading list complete John Candu 2026-08-15
1. Direct Links complete John Candu 2026-08-15
2. Captions - Week 3-4 complete Alyssa Myles 2026-07-15
4. Captions - Week 1-2 complete Alyssa Myles 2026-07-01
2. Blog Cascading Graphics complete Alyssa Myles 2026-07-01
Calendar Planning complete John Candu 2026-07-20
Levy | July 2026 complete John Candu 2026-08-15
2. Update social media cascading list complete John Candu 2026-07-17
1. Direct Links complete John Candu 2026-07-17
2. Captions - Week 3-4 complete Alyssa Myles 2026-06-17
4. Captions - Week 1-2 complete Alyssa Myles 2026-06-03
2. Blog Cascading Graphics complete Alyssa Myles 2026-06-03
Calendar Planning complete John Candu 2026-06-19
Levy | June 2026 complete John Candu 2026-07-17
2. Update social media cascading list complete John Candu 2026-06-14
1. Direct Links complete John Candu 2026-06-14
2. Captions - Week 3-4 complete Alyssa Myles 2026-05-15
4. Captions - Week 1-2 complete France Banay 2026-05-06
2. Blog Cascading Graphics complete France Banay 2026-05-06
Calendar Planning complete Alyssa Myles 2026-05-20
Levy | May 2026 complete John Candu 2026-06-14
Calendar Planning complete Alyssa Myles 2026-04-20
Check content calendar complete Alyssa Myles 2026-03-13
Captions complete John Candu 2026-03-03
Blog cascading graphics complete John Candu 2026-03-03
Calendar Planning complete Alyssa Myles 2026-03-20
Levy | March 2026 complete Alyssa Myles 2026-03-13
2. Update social media cascading list complete John Candu 2026-03-20
1. Direct Links complete John Candu 2026-03-20
2. Captions - Week 3-4 complete John Candu 2026-02-19
2. Update social media cascading list complete John Candu 2026-02-24
1. Direct Links complete John Candu 2026-02-24
4. Captions - Week 1-2 complete John Candu 2026-02-03
2. Blog Cascading Graphics complete John Candu 2026-02-03
Calendar Planning complete Alyssa Myles 2026-02-20
Levy | February 2026 complete John Candu 2026-03-20
3. Client Approval complete — —
2. Captions - Week 3-4 complete John Candu 2026-01-21
1. Other Graphics - Week 3-4 complete — —
4. Captions - Week 1-2 complete John Candu 2026-01-05
2. Blog Cascading Graphics complete France Banay 2026-01-05
Calendar Planning complete Alyssa Myles 2026-01-20
Levy | January 2026 complete John Candu 2026-02-24
2. Update social media cascading list complete John Candu 2026-01-19
1. Direct Links complete John Candu 2026-01-19
2. Captions - Week 3-4 complete John Candu 2025-12-16
2. Update social media cascading list complete John Candu 2025-12-17
1. Direct Links complete John Candu 2025-12-17
3. Client Approval to do — —
2. Captions - Week 3-4 to do — —
1. Other Graphics - Week 3-4 to do — —
4. Captions - Week 2-3 complete John Candu 2025-12-03
2. Blog Cascading Graphics complete France Banay 2025-12-03
Calendar Planning complete Alyssa Myles 2025-12-20
Levy | December 2025 complete John Candu 2026-01-19
Calendar Planning complete Alyssa Myles 2025-11-20
Levy | November 2025 complete John Candu 2025-12-17
2. Update social media cascading list complete John Candu 2025-11-17
1. Direct Links complete John Candu 2025-11-17
2. Captions - Week 3-4 complete — —
4. Captions - Week 1-2 complete John Candu 2025-10-01
2. Blog Cascading Graphics complete France Banay 2025-10-01
Calendar Planning complete Alyssa Myles 2025-10-20
Levy | October 2025 complete John Candu 2025-11-17
2. Update social media cascading list complete John Candu 2025-10-14
1. Direct Links complete John Candu 2025-10-14
Captions- Week 3-4 complete John Candu 2025-09-16
4. Captions - Week 1-2 complete John Candu 2025-09-04
2. Blog Cascading Graphics complete France Banay 2025-09-04
Calendar Planning complete Alyssa Myles 2025-09-19
Levy | September 2025 complete John Candu 2025-10-14
2. Update social media cascading list complete John Candu 2025-09-12
1. Direct Links complete John Candu 2025-09-12
2. Captions - Week 3-4 complete John Candu 2025-08-13

Levy | Website 2 tasks

TaskStatusAssigneeDue
Blog rewrites to do Pal Anderka-Farkas —
Main page updates (rewrites) to do Pal Anderka-Farkas —
SMTP connection issue complete Pal Anderka-Farkas —
Levy | Add Trustpilot Widget to Website complete Pal Anderka-Farkas 2026-05-06
Fix Menu drop-down title complete Alven Fabricante 2026-04-22
Add Trustpilot widget to Footer complete Alven Fabricante 2026-04-07