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PPS - Professional Process Servers

Client Projects · 84 tasks · 13 lists

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Tasks

PPS | Reporting 7 tasks

TaskStatusAssigneeDue
Check lead sheet before meeting Open Joe Terjek 2026-08-08
Check lead sheet before meeting complete Joe Terjek 2026-07-15
Check lead sheet before meeting complete Joe Terjek 2026-06-08
Update lead sheet (Monthly) Open Rakesh Reddy 2026-06-08
Create Swydo Report Open — 2026-05-25
Update lead sheet (Monthly) complete Rakesh Reddy 2026-05-06
Check lead sheet before meeting complete — 2026-05-11
Create Swydo Report complete Chris Scharbo 2026-04-28
Check lead sheet before meeting complete Chris Scharbo 2026-04-16
Create Swydo Report complete Chris Scharbo 2026-03-25
Update lead sheet (Monthly) complete Rakesh Reddy 2026-04-14
Check lead sheet before meeting complete Chris Scharbo 2026-03-13
Send lead sheet to client for completion Open Joe Terjek —
Create Swydo Report complete Chris Scharbo 2026-02-27
PPS | 2025 vs 2024 Data complete Joe Terjek 2026-03-27
Check lead sheet before meeting complete Chris Scharbo 2026-02-08
Update lead sheet (Monthly) complete Rakesh Reddy 2026-02-10
Create Swydo Report complete Chris Scharbo 2026-01-26
Check lead sheet before meeting complete Chris Scharbo 2026-01-12
Update lead sheet (Monthly) complete Rakesh Reddy 2026-01-09
Send lead sheet to client for completion complete Joe Terjek —
Create Swydo Report complete Chris Scharbo 2025-12-23
Update lead sheet (Monthly) complete Rakesh Reddy 2025-12-10
Check lead sheet before meeting complete Chris Scharbo 2025-12-11
Send lead sheet to client for completion complete Joe Terjek 2025-11-25
Send lead sheet to client for completion complete Joe Terjek 2025-09-25
Create Swydo Report complete Chris Scharbo 2025-11-25
Check lead sheet before meeting complete Chris Scharbo 2025-11-08
Update lead sheet (Monthly) complete Rakesh Reddy 2025-11-04
Create Swydo Report complete Chris Scharbo 2025-10-25
Update lead sheet (Monthly) complete Rakesh Reddy 2025-10-06
Check lead sheet before meeting complete Chris Scharbo 2025-10-07
Check GBP Reviews complete Chris Scharbo 2025-10-05
Create Swydo Report complete Chris Scharbo 2025-09-25
Update lead sheet (Monthly) complete Rakesh Reddy 2025-09-04
Check lead sheet before meeting complete Chris Scharbo 2025-09-08
Update lead sheet (Monthly) complete Rakesh Reddy 2025-08-03
Review Citation Report complete Chris Scharbo 2025-09-05
Check GBP Reviews complete Chris Scharbo 2025-09-05
Review Citation Report complete Chris Scharbo 2025-08-11
Send lead sheet to client for completion complete Joe Terjek 2025-10-08
Check lead sheet before meeting complete Chris Scharbo 2025-08-16
Check GBP Reviews complete Chris Scharbo 2025-08-07
Create Swydo Report complete Chris Scharbo 2025-08-25
Update lead sheet (Monthly) complete Rakesh Reddy 2025-07-07
Check lead sheet before meeting complete Chris Scharbo 2025-07-16
Check GBP Reviews complete Chris Scharbo 2025-07-07
Create Swydo Report complete Chris Scharbo 2025-06-23
Check lead sheet before meeting complete Chris Scharbo 2025-06-10
Update lead sheet (Monthly) complete Rakesh Reddy 2025-06-09
Check GBP Reviews complete Chris Scharbo 2025-06-07
Update lead sheet (Monthly) complete Rakesh Reddy 2025-05-09
Create Swydo Report complete Chris Scharbo 2025-05-26
Send lead sheet to client for completion complete Joe Terjek 2025-07-12
Check GBP Reviews complete Chris Scharbo 2025-05-12
Check lead sheet before meeting complete Chris Scharbo 2025-05-12
Create Swydo Report complete Chris Scharbo 2025-04-22
PPS | Add YoY Overview to Monthly Report complete Chris Scharbo 2025-03-20
Send lead sheet to client for completion complete Joe Terjek 2025-04-08
Check GBP Reviews complete Chris Scharbo 2025-04-07
Check lead sheet before meeting complete Chris Scharbo 2025-04-04
Update lead sheet (Monthly) complete Rakesh Reddy 2025-04-03
Create Swydo Report complete Chris Scharbo 2025-03-26
Send lead sheet to client for completion complete Alyssa Myles 2025-03-10
Check lead sheet before meeting complete Chris Scharbo 2025-03-07
Update lead sheet (Monthly) complete Rakesh Reddy 2025-03-06
Check GBP Reviews complete Chris Scharbo 2025-03-07
Screenshot Local Grid Search complete Chris Scharbo 2025-03-04
Create Swydo Report complete Chris Scharbo 2025-02-26
Update lead sheet (Monthly) complete Rakesh Reddy 2025-02-05
Prepare Reporting complete Alyssa Myles 2025-02-01
Send lead sheet to client for completion complete Alyssa Myles 2025-02-07
Update lead sheet (Monthly) complete Rakesh Reddy 2025-01-10
Screenshot Local Grid Search complete Alven Fabricante 2025-02-03
Send lead sheet to client for completion complete Alyssa Myles 2025-01-10
Check GBP Reviews complete Chris Scharbo 2025-02-07
Review PPC Notes complete Chris Scharbo —
Review Citation Report complete — —
Create Swydo Report complete Chris Scharbo 2025-01-28
Update lead sheet (Monthly) complete Rakesh Reddy 2025-01-07
Screenshot Local Grid Search complete Alven Fabricante 2025-01-10
Newsletter Report Open — —
Social Media Reporting Open — —
Send lead sheet to client for completion complete Alyssa Myles 2025-01-09
Screenshot Backlink Open — —
Create Swydo Report complete — 2025-01-10
Check GBP Reviews complete Chris Scharbo 2025-01-10
Check lead sheet before meeting complete Chris Scharbo 2025-02-07
Review PPC Notes complete Chris Scharbo 2025-01-10
Review Citation Report complete Chris Scharbo 2025-01-10

PPS | Blogs 1 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x Content Calendar:
TaskStatusAssigneeDue
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Affidavits of service that hold up in court, what details matter most, times, locations, descriptions, and notes complete Alven Fabricante 2026-03-05
Skip tracing for hard-to-find defendants, the step-by-step info a client should gather first complete Alven Fabricante 2026-03-06
PPS | MAR 2026 complete Chris Scharbo 2026-03-20
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
What Paralegals Should Know About Coordinating Process Service complete Alven Fabricante 2026-01-08
Integrating Process Serving Into Your Case Management Workflow complete Alven Fabricante 2026-01-08
How Outsourcing Process Serving Saves Law Firms Time and Money complete — 2026-01-14
JAN 2026 | PPS complete Chris Scharbo 2026-01-16
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
GPS-Backed Service of Process in Florida | Photos, Notes & Proof 2025 complete Alven Fabricante 2025-12-13
Skip Tracing Vanishing Defendants: Protect Florida Law Firm Cases in 2025 complete Alven Fabricante 2025-12-13
Court-Ready PI Support for Florida Law Firms | Pro Process Servers complete Alven Fabricante 2025-12-13
Affidavit of Service Checklist for Paralegals | Practical Guide 2025 complete Alven Fabricante 2026-01-14
DEC 2025 | PPS complete Chris Scharbo 2026-01-15
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
The ROI of Reliable Process Serving for High-Volume Litigation Firms complete Alyssa Myles 2025-11-22
Why Bigger Law Firms Rely on Certified Process Servers for Compliance complete Alyssa Myles 2025-11-22
How Law Firms Can Streamline Litigation with Professional Process Servers complete Alyssa Myles 2025-11-22
Nov 2025 | PPS complete Chris Scharbo 2025-12-03
Get approval on creative complete — 2025-09-04
Navigating Hard-to-Serve Defendants: Tips From the Field complete Joe Terjek 2025-08-23
What Law Firms Need to Know About Service of Process in Florida complete Joe Terjek 2025-08-23
Why Timely Service of Process Can Make or Break a Case complete Joe Terjek 2025-08-23
5 Mistakes Law Firms Make When Hiring a Process Server complete Joe Terjek 2025-08-23
Get Creative Built complete Joe Terjek 2025-08-20
Write Quarterly Articles complete — —
Company Profile for Ad complete Chris Scharbo 2025-08-25
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
PPS | Q3 Ad/Article - Get and share project Details complete Chris Scharbo 2025-08-20
How Private Investigators Support Family Law Cases (Divorce, Custody, and More) complete — —
How Digital Tools Are Changing the Future of Process Serving for Law Firms complete — —
PPS | JULY 2025 complete Chris Scharbo 2025-10-10
How Our Florida Private Investigators Make Life Easier for Law Firm Clients complete Alven Fabricante 2025-07-02
Why We're the Process Server Miami Law Firms Trust complete Alven Fabricante 2025-07-03
PPS | JUNE 2025 complete Chris Scharbo 2025-07-11
Schedule onto GBP complete — 2025-05-30
Schedule onto GBP complete — 2025-05-30
Schedule blog content onto website complete — 2025-05-30
Schedule blog content onto website complete — 2025-05-30
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
PPS | AUGUST 2025: Q3 Ad and Article complete Chris Scharbo 2025-09-10
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
How Process Servers assist Attorneys Every Day complete Alven Fabricante 2025-05-24
What Attorneys Should Know about Process of Service in Florida complete Dyamond Rodriguez 2025-05-29
Florida Private Investigator complete Dyamond Rodriguez 2025-05-29
PPS | May 2025 complete Chris Scharbo 2025-06-05
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
palm beach county process server complete Dyamond Rodriguez, Chris Scharbo 2025-05-13
PPS | April 2025 complete Chris Scharbo 2025-05-16
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
How to Conduct Asset Searches for Litigation and Judgments complete Dyamond Rodriguez, Chris Scharbo 2025-04-18
PPS | MARCH 2025 complete Chris Scharbo 2025-04-22
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
A Miami Dade Process Server Serves Up 5 Must-Know Tips complete Dyamond Rodriguez, Chris Scharbo 2025-03-04
PPS | February 2025 complete Chris Scharbo 2025-03-05
Orlando Process Server complete Dyamond Rodriguez, Chris Scharbo 2025-02-13
Choosing the Best Private Investigator in Broward County FL: What to Look For complete Dyamond Rodriguez, Chris Scharbo 2025-02-13
PPS | January 2025 complete Chris Scharbo 2025-02-19
Blog Content Planning to do — 2025-01-21

PPS | Hiring Sales 0 tasks

No tasks.

PPS | Link Building 1 tasks

TaskStatusAssigneeDue
Mid Month Links Check-In complete — —
Determine Budget/Anchors/URLs complete — —
Mid Month Links Check-In complete Chris Scharbo 2025-04-14
Mid Month Links Check-In complete Chris Scharbo 2025-03-14
Determine Budget/Anchors/URLs complete Chris Scharbo 2025-03-27
Mid Month Links Check-In complete Chris Scharbo 2025-02-14
Complete Link Order Entry to do — —
Check-In complete Pamela Tatam 2025-01-01
Determine Budget/Anchors/URLs complete Chris Scharbo 2025-02-27
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

PPS | Local SEO 9 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Audit GBPs Open Alven Fabricante 2026-11-20
Audit GBPs complete Alven Fabricante 2026-10-16
Work Citation Report Open Alven Fabricante 2026-11-07
Audit GBPs complete Alven Fabricante 2026-09-18
Audit GBPs complete Alven Fabricante 2026-08-21
Work Citation Report complete Alven Fabricante 2026-09-07
Audit GBPs complete Alven Fabricante 2026-07-17
Audit GBPs complete Alven Fabricante 2026-06-19
Work Citation Report complete Alven Fabricante 2026-07-09
Audit Check Company Local Profiles(s) Open Chris Scharbo 2026-07-16
Audit GBPs complete Alven Fabricante 2026-05-15
Work Citation Report complete — 2026-05-06
Audit GBPs complete Alven Fabricante 2026-04-17
Work Citation Report complete Chris Scharbo 2026-04-10
Audit GBPs complete Alven Fabricante 2026-03-20
Work Citation Report complete Chris Scharbo 2026-03-05
Audit Check Company Local Profiles(s) complete Chris Scharbo 2026-04-17
Audit GBPs complete Alven Fabricante 2026-02-20
Work Citation Report complete Chris Scharbo 2026-02-13
Audit GBPs complete Alven Fabricante 2026-01-16
Work Citation Report complete Chris Scharbo 2026-01-05
Audit GBPs complete Alven Fabricante 2025-12-19
Work Citation Report complete Chris Scharbo 2025-12-05
Search Atlas complete — —
Bright Local complete — —
Audit Check Company Local Profiles(s) complete Chris Scharbo 2026-01-15
Audit GBPs complete Alven Fabricante 2025-11-21
Work Citation Report complete Chris Scharbo 2025-11-05
Search Atlas Open — —
Bright Local Open — —
Audit GBPs complete Alven Fabricante 2025-10-17
Work Citation Report complete Chris Scharbo 2025-10-13
Audit GBPs complete Alven Fabricante 2025-09-19
PPS | Confirm GBP Q&As complete Chris Scharbo 2026-03-12
Audit GBPs complete Alven Fabricante 2025-08-15
Audit GBPs complete Alven Fabricante 2025-07-18
Audit GBPs complete Alven Fabricante 2025-06-20
Fill Q&A Sheet complete Alven Fabricante 2025-05-06
Audit GBPs complete Alven Fabricante 2025-05-16
Review citation campaign & extract logins Open — —
Audit GBPs complete Alven Fabricante 2025-04-18
Screenshot Local Grid Search Open Chris Scharbo 2026-06-12
Audit GBPs complete Alven Fabricante 2025-03-21
Review citation campaign & extract logins complete Chris Scharbo 2025-04-04
Review citation campaign & extract logins complete Chris Scharbo 2025-02-07
Audit GBPs complete Alven Fabricante 2025-02-21
Legal directory audit complete — —
Review citation campaign & extract logins complete Chris Scharbo 2025-01-22
Create GBP product images Open — —
Post products on GBP Open — —
Audit Check Company Local Profiles(s) complete Chris Scharbo 2025-10-17
Submit legal directories complete — —
Create GBP product descriptions & links Open — —
Create Drive Folder & Documents Open — —
Create citation builder campaign Open — —
Review & launch campaign Open — —
Post GBP Q&A complete — —
PPS | GBP Q&A POSTING Open — —
General Local Search Grid complete Alven Fabricante 2025-01-06

PPS | Local/Service Pages 5 tasks

TaskStatusAssigneeDue
Edit Content for SEO Open — —
Create Local/Service Page Open — —
Schedule Content Open — —
Get Client Approval on Content Open — —
Order Content Open — —

PPS | 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 — —
Confirm client has paid in full prior to website move to do — —
Check the termination date in SOW - 30/60 days - Confirm the date 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 — —

PPS | Paid Media (PPC & Social) 10 tasks

Budget: Geo Location: Target Audience:
TaskStatusAssigneeDue
Check PPC Campaigns to do — —
Check PPC Campaign complete — —
Check PPC Campaign complete Chris Scharbo 2025-01-29
Pause PPC complete Chris Scharbo 2025-01-31
Check PPC Campaign complete Chris Scharbo 2025-01-22
Check PPC Campaign complete Chris Scharbo 2025-01-15
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 recurring — —
Manage Campaign to do — —
Check PPC Campaign complete Chris Scharbo 2025-01-08
Details for PPC to do — —

PPS | Press Releases 2 tasks

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

PPS | SEO 4 tasks

TaskStatusAssigneeDue
Website Speed Open Alven Fabricante 2026-11-03
Website Speed complete Alven Fabricante 2026-10-03
Website Speed complete Alven Fabricante 2026-09-03
Website Speed complete Alven Fabricante 2026-08-03
Website Speed complete Alven Fabricante 2026-07-03
Website Speed complete Alven Fabricante 2026-06-03
Website Speed complete Alven Fabricante 2026-05-03
Website Speed complete Alven Fabricante 2026-04-03
Website Speed complete Alven Fabricante 2026-03-03
Website Speed complete Alven Fabricante 2026-02-03
Website Speed complete Alven Fabricante 2026-01-03
Website Speed complete Alven Fabricante 2025-12-03
Keyword Trending complete Chris Scharbo 2025-12-31
Website Speed complete Alven Fabricante 2025-11-03
Website Speed complete Alven Fabricante 2025-10-03
Website Speed complete Alven Fabricante 2025-09-03
Keyword Trending complete Chris Scharbo 2025-10-03
Website Speed complete Alven Fabricante 2025-08-03
Website Speed complete Alven Fabricante 2025-07-03
Website Speed complete Alven Fabricante 2025-06-03
Keyword Trending complete Chris Scharbo 2025-06-30
Website Speed complete Alven Fabricante 2025-05-21
Keyword Trending complete Chris Scharbo 2025-04-22
Website Speed complete Alven Fabricante 2025-04-11
RankMath audit & adjust complete Chris Scharbo —
Website Speed complete Alven Fabricante 2025-03-03
Featured Snippet Open — —
People Also Ask Open — —
Keyword Trending complete Chris Scharbo 2025-03-20
Page Optimization (Focus Keyword) complete Chris Scharbo 2025-03-07
URL Structure Open — —
Schema Markup Open — —
Search Console Audit Open — —
SEM Rush Audit complete Alven Fabricante —
Keyword Research Open Chris Scharbo 2026-07-04
ADA Compliance Open — —
Website Speed complete Alven Fabricante 2025-02-03
Technical SEO Open — 2026-05-15
Site Architecture Open — —

PPS | Social 1 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Calendar Planning to do — —
Calendar Planning complete Alyssa Myles 2026-05-20
PPS | April 2026 complete Alyssa Myles 2026-03-26
Calendar Planning complete Alyssa Myles 2026-04-20
2. Update social media cascading list complete John Candu —
1. Direct Links complete John Candu —
2. Captions - Week 3-4 complete John Candu 2026-03-11
IG post complete France Banay 2026-03-11
4. Captions - Week 1-2 complete John Candu 2026-03-03
1. Video Cascading Graphics complete John Candu 2026-03-03
Calendar Planning complete Alyssa Myles 2026-03-20
PPS | March 2026 complete John Candu 2026-04-17
2. Update social media cascading list complete John Candu —
1. Direct Links complete John Candu —
2. Captions - Week 3-4 complete John Candu 2026-02-13
2. Update social media cascading list complete John Candu —
1. Direct Links complete John Candu —
4. Captions - Week 1-2 complete John Candu 2026-02-02
2. Blog Cascading Graphics complete John Candu 2026-02-02
1. Video Cascading Graphics complete John Candu 2026-01-30
Calendar Planning complete Alyssa Myles 2026-02-20
PPS | February 2026 complete John Candu 2026-03-17
IG Post complete France Banay 2026-01-22
IG Post complete France Banay 2026-01-20
4. Captions - Week 1-3 complete John Candu 2026-01-05
1. Video Cascading Graphics complete France Banay 2026-01-06
Calendar Planning complete Alyssa Myles 2026-01-19
PPS | January 2026 complete John Candu 2026-02-24
12/30 complete — —
12/29 complete — —
12/23 complete — —
2. Update social media cascading list complete John Candu 2026-01-14
1. Direct Links complete John Candu 2026-01-14
12/18 complete — —
12/16 complete — —
12/11 complete — —
12/10 complete — —
Schedule Instas complete France Banay 2025-12-29
2. Captions - Week 3-4 complete John Candu 2025-12-15
Schedule Insta 12/2 complete Alyssa Myles 2025-12-02
4. Captions - Week 1-2 complete John Candu 2025-11-24
2. Blog Cascading Graphics complete France Banay 2025-11-24
1. Video Cascading Graphics complete France Banay 2025-11-24
Calendar Planning complete Alyssa Myles 2025-12-19
PPS | December 2025 complete John Candu 2026-01-14
2. Update social media cascading list complete John Candu 2025-12-15
1. Direct Links complete John Candu 2025-12-15
IG post complete France Banay 2025-11-25
2. Captions - Week 3-4 complete John Candu 2025-11-20
4. Captions - Week 1-2 complete John Candu 2025-11-07
1. Video Cascading Graphics complete France Banay 2025-11-07
Calendar Planning complete Alyssa Myles 2025-11-20
PPS | November 2025 complete John Candu 2025-12-15
Calendar Planning complete Alyssa Myles 2025-10-20
PPS | October 2025 complete Alyssa Myles 2025-10-08
Calendar Planning complete Alyssa Myles 2025-09-23
PPS | September 2025 complete Alyssa Myles 2025-09-16
2. Update social media cascading list complete John Candu 2025-09-17
1. Direct Links complete John Candu 2025-09-17
PPS | Florida Personal Injury Magazine Ad September 2025 complete Alyssa Myles 2025-08-26
Post on IG complete France Banay 2025-08-20
2. Captions - Week 3-4 complete John Candu 2025-08-18
post on IG complete France Banay 2025-08-07
4. Captions - Week 1-2 complete John Candu 2025-08-04
2. Blog Cascading Graphics complete France Banay 2025-08-04
Calendar Planning complete Alyssa Myles 2025-08-20
PPS | August 2025 complete John Candu 2025-09-17
2. Update social media cascading list complete John Candu 2025-08-05
1. Direct Links complete John Candu 2025-08-05
2. Captions - Week 3-4 complete — —
4. Captions - Week 1-2 complete John Candu 2025-07-07
2. Blog Cascading Graphics complete France Banay 2025-07-07
Calendar Planning complete Alyssa Myles 2025-07-21
PPS | July 2025 complete John Candu 2025-08-05
Calendar Planning complete Dyamond Rodriguez 2025-06-15
PPS | June 2025 complete Dyamond Rodriguez 2025-05-23
2. Update social media cascading list complete John Candu 2025-06-17
1. Direct Links complete John Candu 2025-06-16
IG Post complete France Banay 2025-05-30
IG Post complete France Banay 2025-05-23
IG Post complete France Banay 2025-05-16
IG Post complete France Banay 2025-05-09
2. Captions - Week 3-4 complete John Candu 2025-05-15
resize and improve blog cascading templates complete France Banay —
4. Captions - Week 1-2 complete John Candu 2025-05-07
2. Blog Cascading Graphics complete France Banay 2025-05-06
Calendar Planning complete Dyamond Rodriguez 2025-05-15
PPS | May 2025 complete John Candu 2025-06-17
IG Post complete France Banay 2025-04-09
IG Post complete France Banay 2025-04-02
4. Captions - Week 1-2 complete John Candu 2025-03-31
1. Video Cascading Graphics complete France Banay 2025-03-31
2. Update social media cascading list complete John Candu 2025-04-11
1. Direct Links complete John Candu 2025-04-10
Calendar Planning complete Dyamond Rodriguez 2025-04-15
PPS | April 2025 complete Dyamond Rodriguez, France Banay 2025-04-17
2. Captions - Week 3-4 complete France Banay 2025-03-17
IG post complete France Banay 2025-03-26
IG post complete France Banay 2025-03-19
IG post complete France Banay 2025-03-12

PPS | Videos 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
Top Questions Attorneys Ask About Process Serving complete — —
How to Transition from In-House Serving to Outsourced Professionals complete — —
Building Long-Term Partnerships Between Law Firms and Process Servers complete — —
How to Ensure Every Serve Is Legally Compliant complete — —
How Firms Can Reduce Service Costs Without Sacrificing Quality complete — —
Data Privacy in Process Serving and Investigations complete — —
Serving Hard-to-Reach Defendants in Rural Areas complete — —
Why Law Firms Need Reliable Affidavit Turnaround Times complete — —
How Asset Investigations Help Collect Judgments complete — —
Why Large Firms Should Standardize Their Process Serving Vendors complete — —
How Process Servers Strengthen Case Outcomes complete — —
Serving Legal Papers at a Workplace: What’s Permitted? complete — —
Upload Final Videos to Drive complete — —
Final Edits complete — —
Client Review complete — —
Send for Fiverr Edits complete — —
Upload Videographer Edits to Drive complete — —
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 — —
Descriptions complete Chris Scharbo 2026-01-21
Video Topics complete Chris Scharbo 2026-01-15
Create video folder in Drive Open — —
Schedule video shoot & rehearsal Open — —
Interview videographer Open — —
Source videographer Open — —
PPS | Q1 2026 Open — 2026-02-27
Thumbnails complete France Banay 2026-01-08
Upload Final Videos to Drive complete Alyssa Myles —
Final Edits complete Alyssa Myles —
Client Review complete Joe Terjek —
Video Edits complete Alyssa Myles 2026-01-16
Upload Videographer Edits to Drive complete — —
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 Scripts complete Chris Scharbo 2025-11-19
Add video sheet to task complete — —
Send social team all materials complete Joe Terjek 2025-12-09
Video Topics complete Chris Scharbo 2025-11-05
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
PPS | Q3 2025 complete Joe Terjek 2026-02-23
Video Content Planning Open — 2026-02-27
Review Fiverr Edits complete Dyamond Rodriguez 2025-10-07
Update video sheet complete Joe Terjek 2025-10-24
Upload approved videos in Drive complete Dyamond Rodriguez —
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Content Planning complete Joe Terjek 2025-09-12
Why Businesses Should Outsource Process Serving to Professionals complete — —
Understanding the Legal Requirements for Service of Process Across State Lines complete — —
Best Practices for Serving Process on Military Personnel complete — —
Why Law Firms Need a Trusted Private Investigator on Speed Dial complete — —
How GPS Tracking Can Assist in Investigations complete — —
How to Conduct Asset Searches for Litigation and Judgments complete — —
How to Safeguard Confidential Information During Investigations complete — —
Should Businesses Conduct Regular Background Checks on Employees? complete — —
The Role of Technology in Modern Service of Process complete — —
How Legal Investigations Can Influence the Outcome of a Case complete — —
What Are Process Servers and Why Are They Essential for Law Firms? complete — —
5 Effective Bank Search Techniques for Lawyers complete — —
Video Topics complete Chris Scharbo 2025-08-06
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
PPS | Q2 2025 complete Alven Fabricante 2026-01-16
What happens if the account holder has multiple accounts? complete Alven Fabricante —
Do Banks Transfer Funds Between Accounts Using Blockchain Technology? complete Alven Fabricante —
What information can be obtained from a bank account search? complete Alven Fabricante —
How can private investigation services benefit attorneys and their cases? complete Alven Fabricante —
Are the investigation findings confidential? complete Alven Fabricante —
Can you explain how social media checks are performed? complete Alven Fabricante —
Can you serve documents to a business or corporation? complete Alven Fabricante —
How do I know my documents were served? complete Alven Fabricante —
What information do I need to provide to have documents served? complete Alven Fabricante —
Can you provide rush service for urgent documents? complete Alven Fabricante —
How do you ensure the privacy and confidentiality of your clients? complete Alven Fabricante —
Can you skip tracing and locate someone who is actively avoiding detection? complete Alven Fabricante —
What is included in your background check reports? complete Alven Fabricante —
Do I need the consent of the person being checked? complete Alven Fabricante —
Video Content Planning complete Joe Terjek 2025-04-30

PPS | Website Edits 0 tasks

TaskStatusAssigneeDue
PPS | Check WP credentials complete Chris Scharbo 2026-01-15
PPS Web Hosting Status complete Chris Scharbo 2026-01-16
Compile list of changes that should be made to website complete Joe Terjek 2025-07-12
PPS | Website Form complete Chris Scharbo 2025-05-05