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Ebbert Law

Client Projects · 41 tasks · 9 lists

Notes & Documents

Ebbert Law Running Meeting Notes

Ebbert Law Running Meeting Notes
[**Ebbert Law Ongoing Meeting Notes**](https://docs.google.com/document/d/1jH6TXevigUXFZE9MsiTqq927akc-Jm-Acgtf9phUNt8/edit?usp=sharing) Includes: * Fathom Recording * Deck * Attendees * Action Items * Meeting Notes

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Tasks

Ebbert | Blogs 15 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Blog Content Planning to do Angie Ketchen 2026-08-21
Operating Agreements & Bylaws: The Documents That Prevent Owner Disputes to do Angie Ketchen —
Employee Handbooks That Actually Protect Tennessee Employers to do Angie Ketchen —
Revocable vs. Irrevocable Trusts in Tennessee: Which One Do You Actually Need? to do Angie Ketchen —
The FTC Non-Compete Ban Is Dead: What It Actually Means for Tennessee Employers in 2026 to do Angie Ketchen —
Blog Content Planning complete Angie Ketchen 2026-07-21
Ebbert | August 2026 Blogs to approve Angie Ketchen —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
What Happens If You Die Without a Will in Tennessee? Intestate Succession Explained in progress Angie Ketchen —
Corporate Transparency Act in 2026: Do Tennessee Businesses Still Have to File a BOI Report? in progress Angie Ketchen —
Protecting Trade Secrets in Tennessee Without Relying on a Non-Compete in progress Angie Ketchen —
Non-Compete vs. Non-Solicitation vs. NDA: What Still Protects Your Business After HB 1034 in progress Angie Ketchen —
Ebbert | July 2026 Blogs to do Angie Ketchen —
Preventing Harassment Claims: What Tennessee Employers Should Have in Place in progress Angie Ketchen —
Wrongful Termination in Tennessee: What "At-Will" Really Means for Employers in progress Angie Ketchen —
Suing or Being Sued: How Business Litigation Works in Knox County Chancery Court in progress Angie Ketchen —
Commercial Lease Disputes in Tennessee: An Employer's Survival Guide in progress Angie Ketchen —
Tortious Interference With a Contract in Tennessee: When a Competitor Crosses the Line in progress Angie Ketchen —
Advance Directives & Living Wills in Tennessee: Making Your Healthcare Wishes Legal in progress Angie Ketchen —
Tennessee's Small Estate Affidavit: Skipping Full Probate for Smaller Estates in progress Angie Ketchen —
How Tennessee HOAs Can Enforce Covenants Without Getting Sued in progress Angie Ketchen —
Breach of Contract in Tennessee: Your Remedies and the 6-Year Deadline in progress Angie Ketchen —
Powers of Attorney in Tennessee: The Document Most People Forget in progress Angie Ketchen —
The $70,000 Rule: Which of Your Tennessee Employees Can Still Be Bound by a Non-Compete in progress Angie Ketchen —
Tennessee's New Non-Compete Law (HB 1034): What Every Employer Must Know Before July 1, 2026 in progress Angie Ketchen —
Ebbert | June 26 to do Pal Anderka-Farkas —
Ebbert | May 26 to do Pal Anderka-Farkas —
Ebbert | Apr 2026 to do Pal Anderka-Farkas —
Choosing the Right Business Litigation Lawyer in Knoxville: What to Look For in progress Angie Ketchen —
How Knoxville's Legal Climate Affects Business Litigation in progress Angie Ketchen —
5 Notable Business Litigation Cases in Knoxville and What They Mean for Your Company in progress Angie Ketchen —
Understanding Business Litigation: A Guide for Knoxville Entrepreneurs in progress Angie Ketchen —
Ebbert | Mar 2026 to do Pal Anderka-Farkas —
Tennessee Trade Secret Lawsuits for Employers, How to Protect Customer Lists, Pricing, and Process Know-How in progress Angie Ketchen —
What Counts as a Breach of Contract in Tennessee Business Deals? (and the Proof You Will Need in Court) in progress Angie Ketchen —
Ebbert | FEB 26 to do Pal Anderka-Farkas —
Timeline of a Typical Probate Case in Tennessee in progress Angie Ketchen —
How Tennessee Employers Can Defend Against Discrimination Claims in progress Angie Ketchen —
How to Handle a Trademark Infringement Dispute in Tennessee in progress — —
What Is a Commercial Litigation Attorney? in progress — —
Ebbert | JAN 2026 to do Pal Anderka-Farkas —
Business Litigation vs. Mediation in Tennessee in progress — —
What Happens After a Business Lawsuit Is Filed in Tennessee in progress Angie Ketchen —
How Small Businesses Can Avoid Litigation in Tennessee in progress Angie Ketchen —
Alternative Dispute Resolution for Tennessee Businesses in progress Angie Ketchen —
Ebbert | DEC 2025 to do Pal Anderka-Farkas —
Client Sent Blog To Posted on Website complete Chris Scharbo 2025-11-07
How to Prepare for a Business Lawsuit in Tennessee in progress Angie Ketchen —
When to Hire a Business Litigation Attorney in Tennessee in progress Angie Ketchen —
Top Causes of Business Litigation in Tennessee in progress Angie Ketchen —
Understanding Business Litigation in Tennessee in progress Angie Ketchen —
Ebbert | November 2025 to do Pal Anderka-Farkas —
Employee Misclassification: A Costly Mistake for Employers in progress Angie Ketchen —
Understanding “Material Breach” in Business Agreements in progress Angie Ketchen —
Can You Change or Revoke a Trust After It's Created? in progress Angie Ketchen —
Ebbert | October 2025 to do Pal Anderka-Farkas —
Partnership Dissolution: Legal Steps and Pitfalls in progress Angie Ketchen —
Fiduciary Duty Violations in Partnerships and LLCs in progress Angie Ketchen —
What Happens If a Creditor Makes a Claim During Probate? in progress Angie Ketchen —
Key Contract Clauses That Help Prevent Business Lawsuits in progress Angie Ketchen —
Ebbert | SEPTEMBER 2025 to do Pal Anderka-Farkas —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
How Tennessee Employers Can Defend Against Discrimination Claims in progress Angie Ketchen —
The Risks of DIY Probate Avoidance Plans in progress Angie Ketchen —
Knoxville estate planning attorneys in progress Angie Ketchen —
Ebbert | August 2025 to do Pal Anderka-Farkas —
Schedule onto GBP complete — —
Schedule onto GBP complete — —
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Schedule blog content onto website complete — —
Schedule blog content onto website complete — —
Probate FAQs: 5 Questions Tennessee Families Ask Most Often in progress Angie Ketchen —
Living Trust vs. Will in Tennessee: Which Is Right for You? in progress Angie Ketchen —
Can Businesses Legally Enforce Non-Compete Agreements in Tennessee? in progress Angie Ketchen —
Does Tennessee Have an Inheritance Tax? in progress Angie Ketchen —
Ebbert | July 2025 in progress Pal Anderka-Farkas —
What Are the Executor’s Duties Under Tennessee Law? complete Dyamond Rodriguez 2025-07-22
Do Tennessee Residents Need to Worry About Estate Taxes? complete Alyssa Myles 2025-08-08
Estate Planning Basics: Who To Select As Your Trustee - Key Considerations complete Dyamond Rodriguez 2025-07-22
What Is a Trust-Based Estate Plan and Why Do You Need One? complete Dyamond Rodriguez 2025-07-22
Ebbert | June 2025 complete Alison Letzring 2025-07-03
Blog Content Planning complete Angie Ketchen 2026-07-01

Ebbert | Local SEO 6 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Legal directory audit Open Alven Fabricante 2026-10-24
Work Citation Report Open Pal Anderka-Farkas 2026-07-29
Work Citation Report complete Chris Scharbo 2026-05-08
Audit GBPs complete Alven Fabricante 2026-05-15
Audit GBPs complete Alven Fabricante 2026-04-17
Bright Local complete Alven Fabricante 2026-05-16
Audit Check Company Local Profiles Open Pal Anderka-Farkas 2026-07-29
Check with Ebbert on GBP Phone# Change complete Chris Scharbo 2026-04-14
Legal directory audit complete Alven Fabricante 2026-06-27
Audit GBPs complete Alven Fabricante 2026-03-20
Work Citation Report complete Chris Scharbo 2026-04-17
Audit GBPs complete Alven Fabricante 2026-02-20
Legal directory audit complete Alven Fabricante 2026-02-28
Legal directory audit complete Alven Fabricante 2025-12-24
Bright Local complete Alven Fabricante 2026-03-02
Audit Check Company Local Profiles complete Chris Scharbo 2026-03-03
Audit GBPs complete Alven Fabricante 2026-01-16
Work Citation Report complete Chris Scharbo 2026-02-13
Generate Local Search Grid Open Alven Fabricante 2026-09-10
Audit GBPs complete Alven Fabricante 2025-12-19
Work Citation Report complete Chris Scharbo 2025-12-12
Generate Local Search Grid complete Alven Fabricante 2025-12-04
Check Local Grid Progression Open Pal Anderka-Farkas 2026-07-22
Legal directory audit complete Alven Fabricante 2025-11-30
Audit GBPs complete Alven Fabricante 2025-11-21
Work Citation Report complete Chris Scharbo 2025-11-14
Generate Local Search Grid complete Alven Fabricante 2025-11-10
Legal directory audit complete Alven Fabricante 2025-10-31
Bright Local Open Alven Fabricante 2026-10-12
Ebbert Bings Open Pal Anderka-Farkas 2026-07-07
Audit GBPs complete Alven Fabricante 2025-10-17
Work Citation Report complete Chris Scharbo 2025-11-10
Post GBP Q&As 2x per month. complete — —
Audit GBPs complete Alven Fabricante 2025-09-19
Generate Local Search Grid complete Chris Scharbo 2025-10-03
Week 4 complete Alven Fabricante 2025-09-19
Week 3 complete Alven Fabricante 2025-09-12
Week 2 complete Alven Fabricante 2025-09-05
Week 1 complete Alven Fabricante 2025-08-29
Legal directory audit complete Alven Fabricante 2025-09-30
Check on GBP edits from 8/19 complete Chris Scharbo 2025-09-02
Generate Local Search Grid complete Chris Scharbo 2025-09-05
Audit GBPs complete Alven Fabricante 2025-09-08
Legal directory audit complete Alven Fabricante 2025-08-31
Generate Local Search Grid complete Chris Scharbo 2025-08-08
Create package for client review complete Alven Fabricante 2025-08-06
Legal directory audit complete Alven Fabricante 2025-08-14
Ebbert | GBP Products complete Chris Scharbo 2025-10-01
Legal directory audit complete Alven Fabricante 2025-07-31
Audit GBPs complete Alven Fabricante 2025-08-05
General Local Search Grid complete Alven Fabricante 2025-08-01
Legal directory audit complete Alven Fabricante 2025-07-18
Legal directory audit complete Alven Fabricante 2025-06-30
Audit GBPs complete Alven Fabricante 2025-07-18
Audit GBPs complete Alven Fabricante 2025-06-20
Create Q&A Assets complete Chris Scharbo —
Review citation campaign & extract logins Open — —
Audit Check Company Local Profiles complete Chris Scharbo 2025-12-26
Create GBP product images complete France Banay 2025-08-21
Legal directory audit complete Alven Fabricante 2025-06-23
Build/edit company profiles complete Chris Scharbo 2025-07-15
Review & launch campaign Open — —
Create citation builder campaign Open Pal Anderka-Farkas 2026-07-29
Submit legal directories complete Alven Fabricante 2025-06-23
Post products on GBP complete Chris Scharbo 2025-09-23
Create Drive Folder & Documents complete Chris Scharbo 2025-07-18
Create GBP product descriptions & links complete Alven Fabricante 2025-07-25
GBP Q&As complete Chris Scharbo 2026-02-06
Audit GBPs complete Alven Fabricante 2025-06-08
General Local Search Grid complete Alven Fabricante 2025-07-17

Ebbert | LSA 6 tasks

TaskStatusAssigneeDue
Monthly LSA Health Check to do Pal Anderka-Farkas, Marsha Rolle 2026-07-06
Monthly Client Performance Meeting to do — —
Schedule Client for an LSA retraining if necessary to do — —
Advise client on Review Responsiveness to do — —
Review Responsiveness to do Pal Anderka-Farkas, Marsha Rolle 2026-07-22
Review Quality check to do Pal Anderka-Farkas, Marsha Rolle 2026-07-22
NAP Review to do Pal Anderka-Farkas 2026-07-22
GBP Review to do Pal Anderka-Farkas, Marsha Rolle 2026-07-22
GBP Access Obtained complete Kimberley Hill 2026-05-22
Card update in LSA complete Pal Anderka-Farkas 2026-05-12
Monthly LSA Health Check complete Pal Anderka-Farkas, Marsha Rolle 2026-07-06
LSA Check-in to do Pal Anderka-Farkas 2026-07-06
LSA Check-in complete Chris Scharbo 2025-09-22
LSA Check-in complete Chris Scharbo 2025-09-15
LSA Check-in complete Chris Scharbo 2025-09-08
LSA Check-in complete Chris Scharbo 2025-08-29
LSA Check-in complete Chris Scharbo 2025-08-29
LSA Check-in complete Chris Scharbo 2025-08-15
LSA Check-in complete Chris Scharbo 2025-08-08
LSA Check-in complete Chris Scharbo 2025-07-29
LSA Check-in complete Chris Scharbo 2025-07-22
LSA Check-in complete Chris Scharbo 2025-07-15
LSA Check-in complete Chris Scharbo 2025-07-08
LSA Check-in complete Chris Scharbo 2025-06-22
LSA Check-in complete Chris Scharbo 2025-06-15
LSA Check-in complete Chris Scharbo —
LSA Check-in complete Chris Scharbo 2025-05-29
LSA Check-in complete Chris Scharbo 2025-05-22
LSA Check-in complete Chris Scharbo 2025-05-15
LSA - Reattach GBP complete Chris Scharbo 2025-05-13
LSA Check-in complete Chris Scharbo 2025-05-08
Share Credentials with Client complete — 2025-06-17
Review LSA Approval complete — 2025-06-17
Provide LSA Information complete — 2025-06-17
Create LSA complete Chris Scharbo —
Monitor LSA management complete Chris Scharbo 2025-07-21
Fill LSA training deck with updated information (screenshots, questions, etc) complete — 2025-06-17
Prepare LSA Training Deck complete — 2025-06-17
LSA Training complete — 2025-06-17

Ebbert | Reporting 3 tasks

TaskStatusAssigneeDue
Page source number (in meta description) is not in CallRail in progress Pal Anderka-Farkas 2026-08-04
CallRail number swap issue? in progress Pal Anderka-Farkas 2026-08-04
Update LSA Report complete Chris Scharbo 2026-05-04
Ebbert Law - GBP Review and Investigate Bilingual Posts on hold Pal Anderka-Farkas 2026-07-06
Update lead sheet (Monthly) complete Rakesh Reddy 2026-05-04
Create Swydo Report complete Pal Anderka-Farkas 2026-04-27
Update lead sheet (Monthly) complete Rakesh Reddy 2026-04-15
Check lead sheet before meeting complete Chris Scharbo 2026-04-17
Update LSA Report complete Chris Scharbo 2026-04-11
Check GBP Reviews complete Chris Scharbo 2026-04-06
Create Swydo Report complete Chris Scharbo 2026-03-25
Check lead sheet before meeting complete Chris Scharbo 2026-03-04
Update lead sheet (Monthly) complete Rakesh Reddy 2026-03-01
Check GBP Reviews complete Chris Scharbo 2026-03-02
Update LSA Report complete Chris Scharbo 2026-03-04
Update LSA Report complete Chris Scharbo 2026-02-02
Create Swydo Report complete Chris Scharbo 2026-02-27
Check lead sheet before meeting complete Chris Scharbo 2026-02-06
Check GBP Reviews complete Chris Scharbo 2026-02-02
Update lead sheet (Monthly) complete Rakesh Reddy 2026-02-02
Check GBP Reviews complete Chris Scharbo 2026-02-03
Update LSA Report complete Chris Scharbo 2026-02-03
Send lead sheet to client for completion complete Alison Letzring 2026-04-17
Create Swydo Report complete Chris Scharbo 2026-01-26
Send lead sheet to client for completion complete Alison Letzring 2025-12-12
Update lead sheet (Monthly) complete Rakesh Reddy 2026-01-07
Check lead sheet before meeting complete Chris Scharbo 2026-01-08
Update LSA Report complete Chris Scharbo 2026-01-03
Check GBP Reviews complete Chris Scharbo 2026-01-03
Create Swydo Report complete Chris Scharbo 2025-12-22
Check lead sheet before meeting complete Chris Scharbo 2025-12-05
Update lead sheet (Monthly) complete Rakesh Reddy 2025-12-04
Check GBP Reviews complete Chris Scharbo 2025-12-03
Update LSA Report complete Chris Scharbo 2025-12-03
Check lead sheet before meeting complete Chris Scharbo 2025-11-05
Create Swydo Report complete Chris Scharbo 2025-11-25
Send lead sheet to client for completion complete Alison Letzring 2025-12-05
Send lead sheet to client for completion complete Alison Letzring 2025-09-12
Check lead sheet before meeting complete Chris Scharbo 2025-11-04
Update lead sheet (Monthly) complete Rakesh Reddy 2025-11-03
Update LSA Report complete Chris Scharbo 2025-11-03
Check GBP Reviews complete Chris Scharbo 2025-11-03
Create Swydo Report complete Chris Scharbo 2025-10-27
Check lead sheet before meeting complete Chris Scharbo 2025-10-07
Update LSA Report complete Chris Scharbo 2025-10-07
Update lead sheet (Monthly) complete Rakesh Reddy 2025-10-06
Review Citation Report complete Chris Scharbo 2025-09-12
Check GBP Reviews complete Chris Scharbo 2025-10-03
Create Swydo Report complete Chris Scharbo 2025-09-25
Review Citation Report complete Chris Scharbo 2025-09-03
Check lead sheet before meeting complete Chris Scharbo 2025-09-03
Update lead sheet (Monthly) complete Rakesh Reddy 2025-09-01
Check GBP Reviews complete Chris Scharbo 2025-09-03
Update LSA Report complete Chris Scharbo 2025-09-03
Review Citation Report complete Chris Scharbo 2025-08-08
Review Citation Report complete Chris Scharbo 2025-07-11
Update lead sheet (Monthly) complete Rakesh Reddy 2025-08-04
Check GBP Reviews complete Chris Scharbo 2025-08-03
Check lead sheet before meeting complete Chris Scharbo 2025-08-05
Update LSA Report complete Chris Scharbo 2025-08-03
Send lead sheet to client for completion complete Alison Letzring 2025-10-08
Create Swydo Report complete Chris Scharbo 2025-07-21
Update LSA Report complete Chris Scharbo 2025-07-03
Check lead sheet before meeting complete Chris Scharbo 2025-07-03
Create Swydo Report complete Chris Scharbo 2025-06-23
Check GBP Reviews complete Chris Scharbo 2025-07-03
Update lead sheet (Monthly) complete Rakesh Reddy 2025-07-03
Check GBP Reviews complete Chris Scharbo 2025-06-03
Check lead sheet before meeting complete Chris Scharbo 2025-06-03
Update lead sheet (Monthly) complete Rakesh Reddy 2025-06-03
Review Citation Report complete Chris Scharbo 2025-07-03
Send lead sheet to client for completion complete Savannah Zimmerman 2025-07-03
Update LSA Report complete Chris Scharbo 2025-06-03
Create Swydo Report complete Chris Scharbo 2025-05-23

Ebbert | SEO 4 tasks

TaskStatusAssigneeDue
Website Speed Open Alven Fabricante 2026-08-31
People Also Ask Open Pal Anderka-Farkas —
Page Optimization (Focus Keyword) Open Pal Anderka-Farkas —
Search Console Audit Open Alven Fabricante 2026-09-10
Set Page Level Schema complete Alven Fabricante —
Replace Yoast with RankMath complete Alven Fabricante 2026-07-10
RankMath-Schema complete Pal Anderka-Farkas 2026-07-10
SEM Rush Audit Open Alven Fabricante 2026-09-10
Technical SEO Open Pal Anderka-Farkas 2026-07-10
Website Speed complete Alven Fabricante 2026-07-31
Blog Analysis complete Daniela Marin 2026-07-03
Website Speed complete Alven Fabricante 2026-06-30
SEO Audit complete Pal Anderka-Farkas 2026-06-19
Website Speed complete Alven Fabricante 2026-05-31
Website Speed complete Alven Fabricante 2026-04-30
Website Speed complete Alven Fabricante 2026-03-31
Website Speed complete Alven Fabricante 2026-02-28
Website Speed complete Alven Fabricante 2026-01-31
Keyword Trending complete Chris Scharbo 2026-01-12
Website Speed complete Alven Fabricante 2025-12-31
Website Speed complete Alven Fabricante 2025-11-25
Keyword Trending complete Chris Scharbo 2025-12-12
Website Speed complete Alven Fabricante 2025-11-30
Keyword Trending complete Chris Scharbo 2025-11-12
Website Speed complete Alven Fabricante 2025-10-31
Keyword Trending complete Chris Scharbo 2025-10-12
Website Speed complete Alven Fabricante 2025-09-30
Keyword Trending complete Chris Scharbo 2025-09-12
SEMR - On Page SEO Checker complete Chris Scharbo 2025-10-21
Keyword Trending complete Chris Scharbo 2025-08-18
Website Speed complete Alven Fabricante 2025-08-31
Set Page Level Schema Open Alven Fabricante —
Replace Yoast with RankMath complete Alven Fabricante 2025-07-28
RankMath-Schema complete Pal Anderka-Farkas 2026-07-07
Keyword Trending complete Chris Scharbo 2025-08-12
Site Architecture Open Pal Anderka-Farkas —
Keyword Research complete Chris Scharbo 2025-08-12
ADA Compliance Open Pal Anderka-Farkas —
People Also Ask complete Pal Anderka-Farkas —
Page Optimization (Focus Keyword) complete Pal Anderka-Farkas —
URL Structure Open Pal Anderka-Farkas —
Search Console Audit complete Alven Fabricante 2025-07-03
SEM Rush Audit complete Alven Fabricante 2025-07-03
Technical SEO complete Pal Anderka-Farkas 2026-07-07
Website Speed complete Alven Fabricante 2025-08-07

Ebbert | Social 2 tasks

TaskStatusAssigneeDue
Ebbert | July 2026 to do Alyssa Myles —
Ebbert Law - Update FB Profile Pic complete Alyssa Myles 2026-04-30
Create 2026 content Calendar complete John Candu 2025-12-29
Calendar Planning to do Alyssa Myles —
Create social media cascading list complete John Candu 2025-12-30

Ebbert | Video Shoot 1 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | QX 202X Videos How to use this list: click to view
TaskStatusAssigneeDue
Create videos w/o end cards Open Nathan Orzales —
Round 2 Edits Open Nathan Orzales 2026-07-31
Add approved video links to tracking sheet Open Angie Ketchen —
Client Approval complete Angie Ketchen 2026-08-11
Round 1 Edits in progress Nathan Orzales —
Thumbnails Open France Banay 2026-07-27
YouTube Descriptions Open Pal Anderka-Farkas 2026-07-27
Editing (2 Rounds) Open Nathan Orzales 2026-07-27
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Topics complete Pal Anderka-Farkas 2026-07-23
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
Ebbert | Q4 2025/Q1 2026 in progress Angie Ketchen, France Banay —
Confirm Videographer Invoice Paid complete Nikki Ameling 2026-07-31
How Can I Protect My Business with an NDA (Non-Disclosure Agreement) complete — —
How to Draft an Enforceable Non-Compete Agreement in Tennessee complete — —
Key Elements of a Legally Strong EEOC Response complete — —
What Triggers an Employer’s Obligations Under the FMLA? complete — —
How to Handle Employee Claims for Unpaid Overtime complete — —
What Should Tennessee Employers Know About Overtime Law? complete — —
Vicarious Liability: When Are Employers Legally Responsible for Harassment? complete — —
What Are The Required Steps for Tennessee Employers After a Harassment Complaint? complete — —
Can a Landlord Lock You Out? Legal Remedies for Business Tenants complete — —
Resolving Maintenance & Repair Disputes in Leased Properties complete — —
Commercial Lease Disputes: When to Call a Business Attorney complete — —
Can You Sue a Former Employee for Business Tort Damages? complete — —
Misrepresentation in Business Deals: Legal Options in Tennessee? complete — —
When Can You Legally Terminate a Vendor Contract in Tennessee? complete — —
Contract Termination: When Is It Legal and What Are the Risks? complete — —
What to Do If a Business Partner Breaches a Contract in Tennessee complete — —
Can You Handle Probate Without a Lawyer in Tennessee? complete — —
How to Keep the IRS Out of Your Family’s Inheritance complete — —
Year-End Estate Tax Planning Tips for Tennessee Families complete — —
Estate Planning for High-Net-Worth Individuals in Tennessee complete — —
Top 3 Estate Planning Tools for Avoiding Probate Court complete — —
Living Trust vs. Will in Tennessee: Which Is Right for You? complete — —
Common Mistakes to Avoid When Setting Up a Trust complete — —
What Happens If You Don’t Have a Trust or a Will in Tennessee? complete — —
Post-shoot follow up with videographer complete Angie Ketchen 2026-08-10
Add video sheet to task complete Angie Ketchen 2026-07-15
Send videographer all materials complete Angie Ketchen 2026-07-15
Create videos w/o end cards complete Angie Ketchen 2026-07-14
Round 2 Edits complete Alyssa Myles 2026-06-29
Add approved video links to tracking sheet complete Angie Ketchen 2026-07-13
Round 1 Edits complete Nathan Orzales 2026-06-26
Client Approval complete Angie Ketchen 2026-07-16
Thumbnails complete Angie Ketchen 2026-06-23
YouTube Descriptions complete Pal Anderka-Farkas 2026-06-26
Editing (2 Rounds) complete Alyssa Myles 2026-07-14
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Topics complete Pal Anderka-Farkas 2026-06-22
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
Ebbert | Q3 2025 complete Alven Fabricante —
Video Content Planning complete Angie Ketchen 2026-08-03
Write Scripts complete Chris Scharbo 2025-12-19
EBBERT Video Topics complete Chris Scharbo 2025-12-08
Create video folder in Drive complete Amy Singh —
Schedule video shoot & rehearsal complete Alison Letzring —
Interview videographer complete — —
Source videographer complete — —
Add video sheet to task complete Alison Letzring —
Send videographer all materials complete — —
Video Topics complete Pal Anderka-Farkas 2026-07-07
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete Alison Letzring —
Interview videographer complete — —
Source videographer complete — —
Ebbert | Q4 2025/Q1 2026 complete Alyssa Myles —
Video Content Planning complete Angie Ketchen 2025-11-17
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 — —

Ebbert | Web Edits 1 tasks

TaskStatusAssigneeDue
Grant Access to SMB Marketing Agency for Transition to do Pal Anderka-Farkas 2026-08-11
Install Juvo on Website complete Daniela Marin 2026-07-17
Web Edits Requested complete Angie Ketchen —
Requested Web Edits complete Angie Ketchen 2026-07-16
Ebbert | Update Team Photo + Eric's Photo complete Chris Scharbo 2026-02-25
Ebbert | Check on Reviews widget complete Chris Scharbo 2026-02-25
Ebbert Web edits for AttorneyFuel CRM complete Chris Scharbo 2025-10-28

Ebbert | Account Maintenance 3 tasks

TaskStatusAssigneeDue
Email Meeting Recap + Performance Deck monthly account management Angie Ketchen —
Check GBP Reviews monthly account management Pal Anderka-Farkas —
Create Swydo Report monthly account management Pal Anderka-Farkas —
Confirm Client Updated Lead Sheet monthly account management Angie Ketchen —
Send Lead Sheet to Client monthly account management Angie Ketchen —
Email Meeting Recap + Performance Deck complete Angie Ketchen 2026-08-12
Monthly Performance Meeting with Client complete Angie Ketchen 2026-08-11
Review Performance Deck complete Pal Anderka-Farkas 2026-08-10
Update Lead Sheet monthly account management Rakesh Reddy —
Check GBP Reviews complete Pal Anderka-Farkas 2026-08-06
Update LSA Report monthly account management Pal Anderka-Farkas —
Create Swydo Report complete Pal Anderka-Farkas 2026-08-06
Confirm Client Updated Lead Sheet complete Angie Ketchen 2026-08-09
Prep Monthly Performance Deck complete Angie Ketchen 2026-08-07
Send Lead Sheet to Client complete Angie Ketchen 2026-08-07
Email Meeting Recap + Performance Deck complete Angie Ketchen —
Confirm Client Updated Lead Sheet complete Angie Ketchen 2026-07-14
Update LSA Report complete — —
Monthly Performance Meeting with Client complete Angie Ketchen 2026-07-14
Create Swydo Report complete — —
Send Lead Sheet to Client complete Angie Ketchen 2026-07-08
Review + Finalize Monthly Performance Deck complete — —
Update Lead Sheet complete Rakesh Reddy 2026-07-06
Create Swydo Report complete Pal Anderka-Farkas 2026-07-06
Review Performance Deck complete Pal Anderka-Farkas 2026-07-13
Check GBP Reviews complete Pal Anderka-Farkas 2026-07-06
Update LSA Report complete Pal Anderka-Farkas 2026-07-06
Complete Monthly Reporting monthly account management Pal Anderka-Farkas —
Prep Monthly Performance Deck complete Angie Ketchen 2026-07-13
One-off Tasks (Emails, Phone Calls Etc.) monthly account management Angie Ketchen —
Monthly Performance Meeting monthly account management — —
Strategist + AM Internal POD Meetings monthly account management Angie Ketchen, Pal Anderka-Farkas —