| Task | Status | Assignee | Due |
|---|---|---|---|
| Set up a working session with Bill (Net Components\Jenna) | complete | Bill Belcamino | — |
| netCOMPONENTS | Meeting Notes | to do | — | — |
| 2-19-2025 Performance Meeting Action Items | complete | Joe Terjek | 2025-02-25 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Create Swydo Report | Open | Rakesh Reddy | 2026-07-24 |
| "New Eyes" on the account | complete | Jenna Norman | — |
| Review PPC Notes | Open | — | 2026-07-03 |
| Create Swydo Report | complete | Marsha Rolle | 2026-06-24 |
| Check Reports before meeting | Open | — | 2026-06-12 |
| Review PPC Notes | complete | Chris Scharbo | 2026-06-03 |
| Create Swydo Report | complete | Marsha Rolle | 2026-05-29 |
| Review PPC Notes | complete | Chris Scharbo | 2026-05-04 |
| Check Reports before meeting | complete | Chris Scharbo | 2026-05-08 |
| Create Swydo Report | complete | Chris Scharbo | 2026-04-28 |
| Check Reports before meeting | complete | Chris Scharbo | 2026-04-10 |
| Review PPC Notes | complete | Chris Scharbo | 2026-04-11 |
| Create Swydo Report | complete | Chris Scharbo | 2026-03-24 |
| Check Reports before meeting | complete | Chris Scharbo | 2026-03-13 |
| Review PPC Notes | complete | Chris Scharbo | 2026-03-03 |
| Create Swydo Report | complete | Chris Scharbo | 2026-02-27 |
| Check Reports before meeting | complete | Chris Scharbo | 2026-02-13 |
| Monthly Filtered Numbers Report | Open | Rakesh Reddy | 2026-06-09 |
| Review PPC Notes | complete | Chris Scharbo | 2026-02-03 |
| Create Swydo Report | complete | Chris Scharbo | 2026-01-26 |
| Check Reports before meeting | complete | Chris Scharbo | 2026-01-14 |
| Review PPC Notes | complete | Chris Scharbo | 2026-01-03 |
| Create Swydo Report | complete | Chris Scharbo | 2025-12-23 |
| Check Reports before meeting | complete | Chris Scharbo | 2025-12-12 |
| Review PPC Notes | complete | Chris Scharbo | 2025-12-03 |
| Create Swydo Report | complete | Chris Scharbo | 2025-11-24 |
| Check GA4 Drop off | complete | Chris Scharbo | 2025-10-16 |
| Check Reports before meeting | complete | Chris Scharbo | 2025-11-14 |
| Check Reports before meeting | complete | Chris Scharbo | 2025-10-10 |
| Review PPC Notes | complete | Chris Scharbo | 2025-12-03 |
| Update Lead Sheet (Weekly) | complete | — | — |
| Create Swydo Report | complete | Chris Scharbo | 2025-10-27 |
| Review PPC Notes | complete | Chris Scharbo | 2025-10-02 |
| Check Reports before meeting | complete | Chris Scharbo | 2025-10-07 |
| Create Swydo Report | complete | Chris Scharbo | 2025-09-25 |
| Check Reports before meeting | complete | Chris Scharbo | 2025-09-08 |
| Check GBP Reviews | Open | — | — |
| Review PPC Notes | complete | Chris Scharbo | 2025-09-08 |
| Create Swydo Report | complete | Chris Scharbo | 2025-08-25 |
| Create Swydo Report | complete | Chris Scharbo | 2025-06-13 |
| Review PPC Notes | complete | — | 2025-06-13 |
| Screenshot Backlink | complete | Chris Scharbo | — |
| Create Swydo Report | complete | Grant Bartel | 2025-05-09 |
| Review PPC Notes | complete | Grant Bartel | 2025-05-09 |
| Screenshot Backlink | complete | Grant Bartel | 2025-05-09 |
| Create Swydo Report | complete | Grant Bartel | 2025-03-14 |
| Screenshot Backlink | complete | Grant Bartel | 2025-03-14 |
| Review PPC Notes | complete | Grant Bartel | 2025-03-14 |
| Prepare Links Report - Paused | Open | — | — |
| Review PPC Notes | complete | Grant Bartel | 2025-02-14 |
| Screenshot Backlink | complete | Grant Bartel | 2025-02-14 |
| Create Swydo Report | complete | Grant Bartel | 2025-02-14 |
| Update lead sheet (Monthly) | complete | — | — |
| Screenshot Local Grid Search | complete | — | — |
| Newsletter Report | complete | — | — |
| Send lead sheet to client for completion | complete | — | — |
| Social Media Reporting | complete | — | — |
| Screenshot Backlink | complete | Grant Bartel | 2025-01-10 |
| Create Swydo Report | complete | Grant Bartel | 2025-01-10 |
| Check GBP Reviews | complete | — | — |
| Update Lead Sheet (Weekly) | complete | — | — |
| Update LSA Report | complete | — | — |
| Check Reports before meeting | complete | Chris Scharbo | 2025-08-16 |
| Review PPC Notes | complete | Grant Bartel | 2025-01-10 |
| Review Citation Report | complete | — | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Check bad link | complete | Chris Scharbo | 2025-08-27 |
| Order Backlink | to do | — | — |
| Order Backlink | complete | Grant Bartel | 2025-05-15 |
| Propose Strategy for New Assets | to do | — | — |
| Links within Budget | to do | — | — |
| Scrape Website & Find Assets | to do | — | — |
| Scrape Website & Find Assets | complete | Pamela Tatam | 2025-01-01 |
| Links within Budget | complete | Pamela Tatam | 2025-01-01 |
| Propose Strategy for New Assets | complete | Pamela Tatam | 2025-01-01 |
| Check-In | to do | — | — |
| 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 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| PPC Financial Services Verif. | complete | Chris Scharbo | 2025-11-03 |
| Check PPC Campaign | to do | Chris Scharbo | 2026-06-15 |
| Evaluate Search Terms | complete | Chris Scharbo | 2025-10-28 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-10-22 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-10-15 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-10-08 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-09-29 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-09-22 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-09-15 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-09-08 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-08-29 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-08-22 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-08-15 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-08-08 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-07-31 |
| Check PPC Campaign | complete | Chris Scharbo | 2025-07-28 |
| Check PPC Campaign | complete | Grant Bartel | 2025-06-06 |
| PPC Vendor Meeting | complete | — | 2025-08-07 |
| 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 |
| A/B Testing | to do | — | — |
| 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 | Grant Bartel | 2024-12-27 |
| Manage Campaign | to do | — | — |
| Check PPC Campaign | complete | Grant Bartel | 2024-12-20 |
| Details for PPC | to do | — | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Figure out the "GA Other Landing Pages" request after you investigate what Joe meant. | to do | — | — |
| Review the analytics/traffic issue. | to do | — | — |
| Research the EU Cookie Consent plugin (pros, cons, features). | complete | — | — |
| Bill - Net Components investigation tasks | sent to client | Bill Belcamino | 2026-07-02 |
| Provide Nigel EU compliance plugin sell sheet (pros/cons/features/why needed). | sent to client | Bill Belcamino, Daniela Marin | 2026-06-30 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Email Meeting Recap + Performance Deck | monthly account management | — | — |
| Confirm Client Updated Lead Sheet | monthly account management | — | — |
| Update LSA Report | complete | — | — |
| Monthly Performance Meeting with Client | monthly account management | — | — |
| Create Swydo Report | complete | — | — |
| Send Lead Sheet to Client | monthly account management | — | — |
| Review + Finalize Monthly Performance Deck | complete | — | — |
| Update Lead Sheet | monthly account management | — | — |
| Create Swydo Report | monthly account management | — | — |
| Email Meeting Recap + Deck | monthly account management | — | — |
| Monthly Check-in Meeting with Client | monthly account management | — | — |
| Review Performance Deck | monthly account management | — | — |
| Check GBP Reviews | monthly account management | — | — |
| Update LSA Report | monthly account management | — | — |
| Prep Monthly Slide Deck | monthly account management | — | — |
| Review + Finalize Check-in Deck | complete | — | — |
| Complete Monthly Reporting | monthly account management | — | — |
| Prep Monthly Performance Deck | monthly account management | — | — |
| Monthly Performance Meeting | monthly account management | — | — |
| One-off Tasks (Emails, Phone Calls Etc.) | monthly account management | — | — |
| Monthly Check-in Meeting | monthly account management | — | — |
| Strategist + AM Internal POD Meetings | monthly account management | — | — |