Max Meyers Law

Up-to-date performance meeting notes for Max - Meyers account. Performance meeting schedule - 2nd Weds. @ 4 PM EST (30 mins)

[ docs.google.com https://docs.google.com/document/d/1h6pprHHetXVmZ1HRO6cX8YLG3EPrWPPA/edit?usp=drive\_link&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1h6pprHHetXVmZ1HRO6cX8YLG3EPrWPPA/edit?usp=drive_link&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1rXW5k0WV\_KaJARNr4jHcPX8O\_kWZc0lxpvwdpWrEfJo/edit?usp=sharing ](https://docs.google.com/presentation/d/1rXW5k0WV_KaJARNr4jHcPX8O_kWZc0lxpvwdpWrEfJo/edit?usp=sharing)

[ docs.google.com https://docs.google.com/presentation/d/1A9N1P-WHlCuIgzGs7hQye\_3cEY0yW-Neq2P8FUYpywM/edit?usp=sharing ](https://docs.google.com/presentation/d/1A9N1P-WHlCuIgzGs7hQye_3cEY0yW-Neq2P8FUYpywM/edit?usp=sharing) [ docs.google.com https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true)

**Max Meyers Action Items** * **Update the LSA intake script so staff qualify the caller before collecting contact information. Only collect a phone number and email if the case falls within the firm's practice areas – Max Meyers** * LSA * The agreed solution is to: * Ask for the caller's name. * Determine whether the matter falls within the firm's practice areas. * Only then collect additional contact information if the lead qualifies. * **Have the intake team test a "call, text, call" follow-up process for missed leads to improve contact rate – Max Meyers** * Jay recommended testing a new follow-up sequence: * Call * Immediately send a text identifying the firm * Call again right away * **Send Wayne additional case summaries across practice areas (motorcycle, slip and fall, premises liability, etc.) to be turned into case study content – Max Meyers** ## **TGR Action Items** * Publish the completed case study on the website. – **Wayne** * Investigate whether CallRail can support or replicate existing CTM tracking numbers before moving forward with migration. – **Wayne** * Complete the new Lake Forest Park Google Business Profile setup, including the new CallRail tracking number and Whisper testing. – **Wayne** * Send Max the updated content calendar once the Q&A videos are finalized. – **Jenna** * Continue researching opportunities to improve LSA performance and lead quality. – **Jenna / Wayne** * Continue monitoring June traffic following Google's latest algorithm update  –  **Wayne** * Add the completed case study to future reporting and performance presentations  –  **Wayne** * Verify whether CallRail has any workaround for preserving existing CTM tracking numbers before moving forward with migration  –  **Wayne** [ docs.google.com https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1oi1HC4DkPTg6yDvtZE7U8Rf0PZKeqUrGR1f1J4BuKSM/edit?usp=sharing ](https://docs.google.com/presentation/d/1oi1HC4DkPTg6yDvtZE7U8Rf0PZKeqUrGR1f1J4BuKSM/edit?usp=sharing)

**TGR Action Items** * Resend the Google LSA dispute/credit document and instructions from the July 23 follow-up. – **Jenna - Link down below** * Work with Google to verify Max Meyers Law's BBB A+ rating and have it displayed under the Local Services Ad, if approved by Google. – **Jenna**  * Continue the technical site audit cleanup and increase site health from 82% to approximately 90–95%. – **Byron** * Continue internal link building and implement the hub-and-spoke content structure; review older low-traffic posts for content pruning. – **Byron** * Complete title tag, H1, and meta tag review/optimization and create/implement schema markup; resolve any related issues. – **Byron** * Conduct a NAP (name, address, phone) consistency audit across all Google Business Profiles and related listings. – **Byron** * Complete the Google Business Profile setup for the new office once Max confirms move-in and the location is ready for verification. – **Byron / Bill** * Continue monitoring LSA call volume and lead quality after activating the 'Injuries from * DUI' job type. Leave Motorist Insurance Claims off for now. – **Jenna / Byron** [ docs.google.com https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1cHliv3q2Q2OGSV9kSZsq-U1baf0V855b8sWdmIwk3NY/edit?usp=sharing ](https://docs.google.com/presentation/d/1cHliv3q2Q2OGSV9kSZsq-U1baf0V855b8sWdmIwk3NY/edit?usp=sharing)

Up-to-date Check-In meeting notes for Max - Meyers account. Check-in meeting schedule - 4th Thurs. @ 2 PM EST (30 mins)

[ docs.google.com https://docs.google.com/document/d/15iOq4G7HGsppGK\_OGnUnvV2KnHRGnnQV/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/15iOq4G7HGsppGK_OGnUnvV2KnHRGnnQV/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1vcvBAGNJBZeyJ5qgz08WjFmCCL8\_VEG2b8MJrs3DKRw/edit?usp=sharing ](https://docs.google.com/presentation/d/1vcvBAGNJBZeyJ5qgz08WjFmCCL8_VEG2b8MJrs3DKRw/edit?usp=sharing)

[ docs.google.com https://docs.google.com/presentation/d/1Gk\_wkKeLbV5L2lQsyu9Amxy1B6ZtSmloajHcedS8-UM/edit?usp=sharing ](https://docs.google.com/presentation/d/1Gk_wkKeLbV5L2lQsyu9Amxy1B6ZtSmloajHcedS8-UM/edit?usp=sharing) [ docs.google.com https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=drive\_link&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=drive_link&ouid=113588549858954450631&rtpof=true&sd=true)

**Max Meyers Action Items:** * **Review and approve all pending blogs on the Blog Approval Sheet. The blogs highlighted in pink require approval, including the four seasonal summer blogs so they can begin publishing next week. – Max Meyers** * **Review and approve the Q&A videos in Dropbox. – Max Meyers** * **Provide updated office photos for the Google Business Profile. – Max Meyers** * **Send a brief summary of the recent $350,000 settlement for the website case study. – Max Meyers** * **Coordinate with IT regarding Intermedia account access so TGR can investigate Whisper call identification. – Max Meyers** **TGR Action Items:** * Create a Google Review QR code in Canva for Max's monthly newsletter. – **Jenna** * Update the content calendar after all blog and video approvals are complete and send Max the link. – **Jenna** * Investigate the LSA delayed lead visibility issue from June 18. – **Wayne**  * Investigate the incorrect employment law LSA lead, determine why it was matched, and pursue a refund if possible. – **Wayne** * Review LSA practice area settings to ensure employment-related leads are excluded. – **Wayne** * Create a dedicated CallRail phone number for the new Lake Forest Park Google Business Profile. – **Wayne** * Update Max's Google Business Profile with the new headshot and any additional updated office photos. – **Wayne** * Continue investigating Whisper functionality through Intermedia once account access is available. – **Wayne** [ docs.google.com https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1x31Pl4-vpskBqg8wWn\_xcu-\_KQhGb2dNcYUoL80NUdM/edit?usp=sharing ](https://docs.google.com/presentation/d/1x31Pl4-vpskBqg8wWn_xcu-_KQhGb2dNcYUoL80NUdM/edit?usp=sharing)

[ docs.google.com https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1CqbbyK5Da6mt0XNoPWQTt81BWI18jQIr/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1IuMagsJfWpPQyxxLIjRj1Myp9y-ExgqBBIzDKDU9KWM/edit?usp=sharing ](https://docs.google.com/presentation/d/1IuMagsJfWpPQyxxLIjRj1Myp9y-ExgqBBIzDKDU9KWM/edit?usp=sharing)