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Smith & Weidinger

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Notes & Documents

Smith & Weidinger | Performance Meetings

Account Details
[SMITH & WEIDINGER](https://drive.google.com/drive/folders/1GgaVxlumuP8PZ9j6D31y3qyeYKdg8Hb-?usp=sharing) * Strategist: Byron * New Account Manager: Jenna * Account Overview Video * [https://us02web.zoom.us/rec/](https://us02web.zoom.us/rec/)[share/NreJPufagvCL6\_L6WzXsJFljdqHBIu022iBu9fS98TSMyJ5W3uBeTfZ5wjm5H5Y.xP2tixy\_zjezQ2O6](https://us02web.zoom.us/rec/share/NreJPufagvCL6_L6WzXsJFljdqHBIu022iBu9fS98TSMyJ5W3uBeTfZ5wjm5H5Y.xP2tixy_zjezQ2O6) * Passcode: DM&rTVx1 * Contacts: * Matthew Weidinger: [[email protected]](mailto:[email protected]) * Danielle Sharp: [[email protected]](mailto:[email protected])
Smith & Weidinger Running Meeting Notes
[**Smith & Weidinger Ongoing Meeting Notes**](https://docs.google.com/document/d/1rnVIEO7M4Fu_wqeMtFzxDOSR2BIs2zbXIYnsdBMJhww/edit?usp=sharing) Includes: * Fathom Recording * Deck * Attendees * Action Items * Meeting Notes
Kim's Previous Meeting Notes + Slide Decks
# 2026 Performance and Check In Meetings May: [https://drive.google.com/drive/folders/1nuYONRlmzBJ86nhB-NqTre3Lg\_7J5vlF?usp=sharing](https://drive.google.com/drive/folders/1nuYONRlmzBJ86nhB-NqTre3Lg_7J5vlF?usp=sharing) April: [https://drive.google.com/drive/folders/1voEMt3h1f1RXRrcC1lvs6ljNpgE2HlWm?usp=sharing](https://drive.google.com/drive/folders/1voEMt3h1f1RXRrcC1lvs6ljNpgE2HlWm?usp=sharing) March: [https://drive.google.com/drive/folders/1AbQc3QlY3D5ZLhWuSZWx1ECi6i7FuJU7?usp=sharing](https://drive.google.com/drive/folders/1AbQc3QlY3D5ZLhWuSZWx1ECi6i7FuJU7?usp=sharing) Feb: [https://drive.google.com/drive/folders/1Aah0fcDoqj\_S6381CTeEZfA23dVPBmjH?usp=sharing](https://drive.google.com/drive/folders/1Aah0fcDoqj_S6381CTeEZfA23dVPBmjH?usp=sharing) Jan: [https://drive.google.com/drive/folders/1JASTpSo4pSqC7JKH39D7JddbyPeFYz9G?usp=sharing](https://drive.google.com/drive/folders/1JASTpSo4pSqC7JKH39D7JddbyPeFYz9G?usp=sharing) 05/06/2026 **Smith & Weidinger Performance Meeting Notes** [Fathom](https://fathom.video/calls/662111980) Matthew/Danielle/Alison/Wayne/Kim **Smith & Weidinger Action Items:** **Provide timely feedback during the rebuild to ensure the project stays on schedule - Matthew** **TGR Action Items:** Schedule a website production meeting to finalize design and functional requirements for the new [swlaw.co](http://swlaw.co/) site - **Kim** Gather a proposal for new website build for [swlaw.co](http://swlaw.co/) - **Wayne** Develop a detailed content and architecture plan for the new site, incorporating existing content and SEO data - **Wayne** Begin the 2–3 month rebuild process for the new [swlaw.co](http://swlaw.co/) site - **Wayne** **New Website Strategy** Decision: Rebuild from scratch, consolidating all content and SEO authority onto the [swlaw.co](http://swlaw.co/) domain. Rationale: Security: Ensures a clean, malware-free foundation. Simplicity: Creates a single, branded online presence ([swlaw.co](http://swlaw.co/) matches email suffixes). Future-Proofing: Aligns with the firm's goal of focusing 95% on Personal Injury (PI). Strategy for Other Domains: Option A (Redirect): Forward [caraccidentlawyerindenver.com](http://caraccidentlawyerindenver.com/) and [duilawyerindenver.com](http://duilawyerindenver.com/) to [swlaw.co](http://swlaw.co/). Pro: Simplest implementation. Con: Nullifies all prior SEO work and backlink value on those domains. Option B (Landing Pages): Build conversion-focused landing pages on the existing domains. Pro: Preserves SEO value and backlink equity. Con: More complex to manage. Content Migration: All existing content from Google Docs and scraped from the old sites is portable and will be reused on the new [swlaw.co](http://swlaw.co/) site. * * * 04/08/2026 **Smith & Weidinger Performance Meeting Notes** [Fathom](https://fathom.video/share/sKLVVJ5KVs9mGs-5tmwxX3LFCQq-byhS) Matthew/Danielle/Alison/Wayne/Kim **Smith & Weidinger Action Items:** **Source a new, staffed Wyoming office location - Matthew** **Approve new blog content - Matthew** **TGR Action Items:** Coordinate the June video shoot - **Kim** Send new meeting invites to Matthew - **Kim** Send the slide deck and meeting notes - **Kim** Complete the Intaker chat model integration - **Wayne** Implement new GBP engagement tactics (video, images) - **Wayne** Draft new practice area content for smaller markets - **Wayne** * * * 02/24/2026 **Smith & Weidinger Performance Meeting Notes** [Fathom](https://fathom.video/share/vx4AxExa1zhvbea_mQxjQwngw94wPicz) Matthew/Danielle/Alison/Wayne/Kim **Smith & Weidinger Action Items:** **Send 5 bullet points for the insurance claim escalation blog to** [**[email protected]**](mailto:[email protected]) **- Matthew** **Provide details for the dog bite case press release send to** [**[email protected]**](mailto:[email protected]) **- Matthew** **Create 5 Reddit posts/comments by the Mar 4 performance meeting - Matthew** **Forward TGR Live 2026 registration confirmation to Kim - Matthew** **TGR Action Items:** Draft the insurance claim escalation blog based on Matthew's input - **Wayne** Investigate the status of the Wyoming GBP suspension appeal - **Wayne** Send pending content (blogs, practice pages) to Matthew for approval - **Kim** **Next Up:** Performance Review: **March 4 @ 2:00 PM EST** * * * 02/12/2026 **Smith & Weidinger Performance Meeting Notes** [Fathom](https://fathom.video/share/Pqxpn_7mTK8L7hYvcU54Jx6eNmBsixzL) Matthew/Danielle/Alison/Wayne/Kim **Smith & Weidinger Action Items:** **Provide the number of clients signed from January LSA spend to** [**[email protected]**](mailto:[email protected]) **- Danielle** **Complete Reddit outreach before the next meeting - Matthew** **TGR Action Items:** Audit the 5 Cheyenne reviews to confirm they are on the correct LSA account - Wayne **Next Up:** Check-in: **February 24 @ 3:00 PM ET** Performance Review: **March 4 @ 12:00 PM ET**
Performance Meeting | 8-14-26
[ docs.google.com https://docs.google.com/presentation/d/1YymKkozf7CRYE3FMg-4WwrvLJoirn2e7qL7QvhTWCBs/edit?usp=sharing ](https://docs.google.com/presentation/d/1YymKkozf7CRYE3FMg-4WwrvLJoirn2e7qL7QvhTWCBs/edit?usp=sharing)
Performance Meeting | 9-10-26
[ docs.google.com https://docs.google.com/document/d/1YsYl9yGIGZRDbd0h2xNe4Bvr1R3cg1P\_/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1YsYl9yGIGZRDbd0h2xNe4Bvr1R3cg1P_/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1WSSGAcGsd63dcpggLBQwAuH4B2H572kANFpbbxkrbFs/edit?usp=sharing ](https://docs.google.com/presentation/d/1WSSGAcGsd63dcpggLBQwAuH4B2H572kANFpbbxkrbFs/edit?usp=sharing)
Check-In Meeting | 9-23-26
[ docs.google.com https://docs.google.com/presentation/d/1wAbx4wmVl\_amfG56PdDdy9K8Q0pblaPhHUDhOrnH-LI/edit?usp=sharing ](https://docs.google.com/presentation/d/1wAbx4wmVl_amfG56PdDdy9K8Q0pblaPhHUDhOrnH-LI/edit?usp=sharing) [ docs.google.com https://docs.google.com/document/d/1YsYl9yGIGZRDbd0h2xNe4Bvr1R3cg1P\_/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1YsYl9yGIGZRDbd0h2xNe4Bvr1R3cg1P_/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true)
Performance Meeting | 10-13-26
[ docs.google.com https://docs.google.com/document/d/1YsYl9yGIGZRDbd0h2xNe4Bvr1R3cg1P\_/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1YsYl9yGIGZRDbd0h2xNe4Bvr1R3cg1P_/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1jhtvfMM9Dpo2ji-TSdVMGSENw2\_1ELIRyZfW-2GiB64/edit?usp=sharing ](https://docs.google.com/presentation/d/1jhtvfMM9Dpo2ji-TSdVMGSENw2_1ELIRyZfW-2GiB64/edit?usp=sharing)

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Tasks

Smith & Weidinger | Blogs (no approval needed for topics) 10 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x https://docs.google.com/spreadsheets/d/1h9GW4A-Yu0g5XDLIXfXQdoOPkalSBWyZ_BCQnh-N_yw/edit?usp=sharing https://docs.google.com/spreadsheets/d/17nBLcZ9WNG-TN0_6q1F_VVIjtd-5JdiNs9cUD11btFk/edit?usp=sharing
TaskStatusAssigneeDue
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Denver Car Accident Lawyer: Claims, Insurance, and Compensation ready to schedule Daniela Marin 2026-12-09
DUI vs. DWAI in Colorado: Charges, Penalties, and License Consequences ready to schedule Daniela Marin 2026-12-07
Denver Dog Bite Lawyer: Colorado Liability, Evidence, and Compensation ready to schedule Daniela Marin 2026-12-02
Colorado Springs Bicycle Accident Lawyer: Evidence, Insurance, and Claims ready to schedule Daniela Marin 2026-11-30
Colorado Hit-and-Run Cases: Criminal Charges and Injury Claims ready to schedule Daniela Marin 2026-11-25
Colorado Driver’s License Points: How to Check Them and What They Mean ready to schedule Daniela Marin 2026-11-23
Colorado Expressed Consent Law: Blood, Breath, Refusal, and DMV Deadlines ready to schedule Daniela Marin 2026-11-18
Careless vs. Reckless Driving in a Colorado Motorcycle Case ready to schedule Daniela Marin 2026-11-16
Smith & Weidinger | Nov 2026 Blogs to do Daniela Marin —
Smith & Weidinger | Oct 2026 Blogs to do Daniela Marin —
Denver Pedestrian Accident Lawyer: Fault, Evidence, and Compensation ready to schedule Daniela Marin 2026-10-19
Can You Get a DUI or DWAI on a Motorcycle in Colorado? ready to schedule Daniela Marin 2026-10-19
Colorado Motorcycle Insurance Requirements and Claims After a Crash ready to schedule Daniela Marin 2026-10-19
Denver Motorcycle Accident Lawyer: Claims, Evidence, and Compensation ready to schedule Daniela Marin 2026-10-19
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Create a Quarterly List of Blog Topics for Approval to do Byron Lapola 2026-08-19
Smith & Weidinger | SEPT 2026 Blogs to do Daniela Marin —
What Should You Do in the First 24 Hours After Being Arrested in Colorado? ready to schedule Daniela Marin 2026-11-10
What Happens During a Personal Injury Deposition in Colorado? to do Byron Lapola 2026-08-20
Can You Sue If a Road Hazard Caused Your Car Accident? to do Byron Lapola 2026-08-20
What to Do If You’re Injured by a Distracted Driver in Colorado ready to schedule Daniela Marin 2026-11-05
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Can You Still Recover Compensation If You Weren't Wearing a Seat Belt in Colorado? ready to schedule Daniela Marin 2026-11-03
The Most Dangerous Intersections in Denver for Serious Car Accidents ready to schedule Daniela Marin 2026-10-29
What Evidence Can Make or Break Your Colorado Personal Injury Case? ready to schedule Daniela Marin 2026-10-27
Who Pays Your Medical Bills After a Car Accident in Denver, Colorado? ready to schedule Daniela Marin 2026-10-22
Smith & Weidinger | August 2026 Blogs to do Daniela Marin —
Schedule onto GBP complete Alven Fabricante —
Schedule blog content onto website complete — —
Smith & Weidinger | July 2026 Blogs to do Daniela Marin 2026-10-19
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
75-Car Pileup on I-70 in Colorado: What Victims Need to Know ready to schedule — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
The True Cost of a DUI in Denver: Fines, Fees, and Hidden Expenses ready to schedule Daniela Marin 2026-10-20
How a DUI Can Affect Your Professional License in Colorado complete Daniela Marin 2026-10-15
Why Initial Insurance Settlement Offers Are Usually Too Low complete Daniela Marin 2026-10-13
Should You Use Sick Time or Disability After an Accident? complete Alven Fabricante 2026-10-07
Smith & Weidinger | June 2026 in progress Daniela Marin 2026-10-20
How Drugged Driving Charges Work in Colorado DUI Cases ready to schedule — —
How Comparative Negligence Reduces Compensation in Colorado ready to schedule — —
What Medical Records Matter Most in a Personal Injury Case? ready to schedule — —
Intersection Accidents: Who Is Usually at Fault in Colorado? ready to schedule — —
Smith & Weidinger | May 2026 to do Daniela Marin 2026-05-01
Truck Accident Causes and Safety Failures in Colorado That Can Strengthen Your Claim ready to schedule — —
Who Can Be Held Liable in a Colorado Truck Accident? Driver, Company, Maintenance, and More ready to schedule — —
Insurance Claim or Personal Injury Lawsuit After a Colorado Car Accident: Which Option Is Better? ready to schedule — —
Can You Recover Compensation If You Were Partly at Fault in Colorado? ready to schedule — —
Smith & Weidinger | April 2026 to do Daniela Marin 2026-04-01
Car vs. Truck Accidents: How Legal Representation Differs complete Alven Fabricante 2026-04-14
Why Hire a Motorcycle Accident Attorney After a Crash complete Alven Fabricante 2026-04-14
Truck Accident Lawyer Fees: What to Expect in Denver complete Alven Fabricante 2026-04-14
How to Choose the Best Car Accident Lawyer in Denver complete Alven Fabricante 2026-04-14
Smith & Weidinger | March 2026 complete Wayne Street 2026-03-02
How Prior DUI Convictions Affect New Charges in Colorado complete Alven Fabricante 2026-03-12
What to Do When Insurance Delays Your Injury Claim complete Alven Fabricante 2026-03-12
What Evidence Strengthens a Car Accident Injury Claim? complete Alven Fabricante 2026-03-12
Can You Recover Lost Future Income After a Serious Accident? complete Alven Fabricante 2026-03-12
DUI vs. DWAI in Colorado: Key Differences That Can Impact Your Case ready to schedule — —
Can You Reopen a Car Accident Claim After Accepting a Settlement? ready to schedule — —
What Insurance Adjusters Don’t Tell You After a Colorado Car Accident ready to schedule — —
How Long Does a Car Accident Lawsuit Take in Colorado? ready to schedule — —
Smith & Weidinger | February 2026 complete Wayne Street 2026-02-12
Smith & Weidinger | January 2026 to do Daniela Marin 2026-01-01

Smith & Weidinger | Link Building 1 tasks

TaskStatusAssigneeDue
Monthly LTR to do Byron Lapola 2026-08-31
Monthly LTR complete Byron Lapola 2026-07-31
Anchor Text Link complete Wayne Street 2026-04-24
Anchor Text Link complete Wayne Street 2026-03-27
Anchor Text Link complete Wayne Street 2026-02-27

Smith & Weidinger | Local SEO 2 tasks

SOP Audit Checklist Will you please link the audit checklist here? Thank you
TaskStatusAssigneeDue
Legal directory audit Open Byron Lapola 2026-08-31
Audit GBPs Open Alven Fabricante, Byron Lapola 2026-08-18
Legal directory audit complete Wayne Street 2026-07-31
Audit GBPs complete Wayne Street, Alven Fabricante 2026-07-21
Legal directory audit complete Wayne Street 2026-06-30
S & W - Cheyenne, REMINDER: WY Info & Assets (once verified) - GBP complete Angie Ketchen 2026-06-12
Audit GBPs complete Wayne Street, Alven Fabricante 2026-06-16
Legal directory audit complete Wayne Street 2026-05-31
Legal directory audit complete Alven Fabricante 2026-04-30
Legal directory audit complete Alven Fabricante 2026-03-31
Legal directory audit complete Alven Fabricante 2026-02-28
Post to Denver Open — —
Post to Fort Collins Open — —
Post to Boulder Open — —
Post to Arvada Open — —
Post to Colorado Springs Open — —
Accept Boulder/Fort Collins GBP invites complete Wayne Street 2025-12-12
Create Drive Folder & Documents complete Kimberley Hill 2025-09-27
Audit GBPs complete Alven Fabricante 2025-09-12
Legal directory audit complete Alven Fabricante 2026-02-06
2 GBP Q&A complete Wayne Street 2026-01-30

Smith & Weidinger | LSA 1 tasks

TaskStatusAssigneeDue
LSA Checkin to do Byron Lapola 2026-08-14
LSA Check-in complete Wayne Street 2026-06-08
Upload new Cheyenne Doc for Cheyenne Location complete Wayne Street 2026-06-12
LSA Check-in complete Wayne Street 2026-06-08
LSA Check-in complete Wayne Street 2026-03-16
LSA Check-in complete Wayne Street 2026-01-19
LSA Check-in complete Wayne Street 2026-02-16
Follow up with client regarding LSA management complete — 2025-10-03
Fill LSA training deck with updated information (screenshots, questions, etc) complete — 2025-10-03
Prepare LSA Training Deck complete — 2025-10-03
Provide LSA Information complete — 2025-10-03
Share Credentials with Client complete — 2025-10-03
Review LSA Approval complete — 2025-10-03
LSA Training complete — —
Create LSA complete — —
LSA Check-in complete — —

Smith & Weidinger | Press Releases 0 tasks

TaskStatusAssigneeDue
Order Press Release approved Byron Lapola 2026-08-03

Smith & Weidinger | Social 1 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Calendar Planning to do John Candu 2026-10-15
Calendar Planning complete John Candu 2026-09-15
Smith & Weidinger | September 2026 complete France Banay 2026-08-27
Calendar Planning complete John Candu 2026-08-15
Smith & Weidinger | August 2026 complete France Banay 2026-07-31
2. Update social media cascading list complete John Candu —
1. Direct Links complete John Candu —
2. Captions - Week 3-4 complete John Candu 2026-07-14
4. Captions - Week 1-2 complete Alyssa Myles 2026-06-30
2. Blog Cascading Graphics complete Alyssa Myles 2026-06-30
S&W - Truck School Event complete Alyssa Myles 2026-07-10
Calendar Planning complete John Candu 2026-07-15
Smith & Weidinger | July 2026 complete John Candu 2026-08-09
2. Update social media cascading list complete John Candu —
1. Direct Links complete John Candu —
2. Captions - Week 3-4 complete Alyssa Myles 2026-06-17
4. Captions - Week 1-2 complete Alyssa Myles 2026-06-08
2. Blog Cascading Graphics complete Alyssa Myles 2026-06-08
Calendar Planning complete John Candu 2026-06-15
Smith & Weidinger | June 2026 complete John Candu 2026-07-17
2. Update social media cascading list complete John Candu —
1. Direct Links complete John Candu —
2. Captions - Week 3-4 complete John Candu 2026-05-15
4. Captions - Week 1-2 complete France Banay 2026-05-08
1. Video Cascading Graphics complete France Banay 2026-05-08
Smith & Weidinger | May 2026 complete John Candu 2026-06-12
2. Update social media cascading list complete John Candu 2026-05-22
1. Direct Links complete John Candu 2026-05-22
3. Client Approval complete — —
2. Captions - Week 3-4 complete — —
1. Other Graphics - Week 3-4 complete — —
5. Client Approval complete — —
4. Captions - Week 1-2 complete — —
3. Other Graphics - Week 1-2 complete — —
2. Blog Cascading Graphics complete — —
1. Video Cascading Graphics complete — —
2. Update social media cascading list complete John Candu 2026-04-22
1. Direct Links complete John Candu 2026-04-22
Smith & Weidinger | April 2026 complete John Candu 2026-05-22
Calendar Planning complete John Candu 2026-05-19
2. Captions - Week 3-4 complete John Candu 2026-03-13
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 2026-03-18
Smith & Weidinger | March 2026 complete John Candu 2026-04-22
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 2026-02-16
2. Update social media cascading list complete John Candu 2026-02-23
1. Direct Links complete John Candu 2026-02-23
4. Captions - Week 1-2 complete John Candu 2026-02-02
2. Blog Cascading Graphics complete John Candu 2026-02-02
Calendar Planning complete Alyssa Myles 2026-02-17
Smith & Weidinger | February 2026 complete John Candu 2026-03-20
2. Captions - Week 3-4 complete John Candu 2026-01-22
4. Captions - Week 1-2 complete John Candu 2026-01-07
2. Blog Cascading Graphics complete — —
2. Update social media cascading list complete John Candu 2026-01-19
1. Direct Links complete John Candu 2026-01-19
Calendar Planning complete Alyssa Myles 2026-01-15
Smith & Weidinger | January 2026 complete John Candu 2026-02-23
4. Captions - Week 1-2 complete John Candu 2025-12-15
2. Blog Cascading Graphics complete — —
Calendar Planning complete Alyssa Myles 2025-12-18
Smith & Weidinger | Dec 2025 complete John Candu 2026-01-19
Smith & Weidinger | Social Media Banners complete France Banay 2025-12-22
Thumbnail complete France Banay 2025-12-02
Video complete France Banay 2025-12-02
Blog complete France Banay 2025-12-02
Smith & Weidinger | Templates complete France Banay 2025-12-02
Create social media cascading list complete John Candu 2025-11-26
Create hashtag/locations sheet complete John Candu 2025-11-26
Calendar Planning complete Alyssa Myles 2025-12-01

Smith & Weidinger | Video Shoot 4 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | QX 202X Videos
TaskStatusAssigneeDue
3 The Hidden Injuries that Appear Days After an Accident Open — —
What If a Driver Says They Never Saw Your Motorcycle? Open — —
Why Insurance Companies Often Blame Motorcyclists First Open — —
Add approved video links to tracking sheet Open — —
Client Approval Open — —
Create videos without end cards Open Nathan Orzales —
Round 2 Edits Open Nathan Orzales —
Thumbnails Open France Banay 2026-09-24
Round 1 Edits Open Nathan Orzales —
YouTube Descriptions Open — 2026-09-24
Editing (2 rounds) Open Nathan Orzales 2026-09-24
Add approved video links to tracking sheet Open — —
Create videos without end cards Open Nathan Orzales —
Client Approval Open — —
Round 2 Edits Open Nathan Orzales —
Thumbnails Open France Banay 2026-08-28
Round 1 Edits Open Nathan Orzales —
YouTube Descriptions Open France Banay 2026-08-28
Editing (2 rounds) in progress Nathan Orzales 2026-08-28
Post-shoot follow up with videographer complete Angie Ketchen 2026-09-10
Add video sheet to task complete Angie Ketchen 2026-09-07
Send videographer all materials complete Angie Ketchen 2026-09-07
Revise Video Topics [Client Feedback] complete Angie Ketchen 2026-08-11
What Happens If an Insurance Company Denies Your Claim Open — —
Why Some Injury Cases Go to Trial Instead of Settling Open — —
Should You Give a Recorded Statement to the Insurance Company? Open — —
What If Your Injuries Don’t Show Up Until Days After the Accident? Open — —
How to Escalate an Insurance Claim -- and What to Do When the Adjuster Won't Budge Open — —
What Evidence Actually Wins Personal Injury Cases? Open — —
Why Delaying Medical Treatment Can Ruin Your Injury Case Open — —
The Hidden Value of Pain and Suffering in Injury Claims Open — —
What Happens If the Driver Who Hit You Doesn’t Have Insurance? Open — —
Why the Police Report Isn’t Always the Final Word in an Accident Case Open — —
Can You Still Win an Injury Case If You Were Partly at Fault? Open — —
What If the Other Driver Lies About the Accident? Open — —
Video Topics complete Wayne Street 2026-06-25
Create video folder in Drive complete Angie Ketchen 2026-07-27
Schedule video shoot & rehearsal complete Angie Ketchen 2026-08-19
Interview videographer complete Angie Ketchen 2026-07-27
Source videographer complete Angie Ketchen 2026-08-19
S&W | Q3 2026 Videos in progress France Banay 2026-09-24
Add approved video links to tracking sheet complete Angie Ketchen —
Client Approval complete Angie Ketchen —
Create videos without end cards complete Nathan Orzales 2026-07-09
Round 2 Edits complete Alyssa Myles 2026-07-07
Round 1 Edits complete Alyssa Myles 2026-06-22
Thumbnails complete Alyssa Myles 2026-07-07
YouTube Descriptions complete Wayne Street 2026-06-22
Editing (2 rounds) complete Alyssa Myles 2026-07-07
Video Content Planning in progress Angie Ketchen 2026-09-16
Post-shoot follow up with videographer complete Angie Ketchen 2026-08-21
Add video sheet to task complete — —
Send videographer all materials complete Angie Ketchen 2026-06-24
Add approved video links to tracking sheet complete — —
Create videos without end cards complete Nathan Orzales —
Round 2 Edits complete Nathan Orzales —
Client Approval complete — —
Round 1 Edits complete Nathan Orzales —
Thumbnails complete France Banay 2026-06-22
YouTube Descriptions complete Wayne Street 2026-06-22
Editing (2 rounds) complete Nathan Orzales 2026-06-22
Video Topics complete Wayne Street 2026-06-18
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
S&W | Q2 2026 Video Shoot in progress France Banay 2026-08-28
Video Topics complete Wayne Street 2026-05-18
Create video folder in Drive complete Kimberley Hill —
Schedule video shoot & rehearsal complete Kimberley Hill —
Interview videographer complete Kimberley Hill —
Source videographer complete Kimberley Hill —
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Upload raw footage to drive complete Angie Ketchen —
Video Topics complete Wayne Street 2026-05-16
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
S&W | Q1 2026 Video Shoot Open Alven Fabricante 2026-07-29
S&W | Q2 2026 Video Shoot complete Alyssa Myles 2026-06-22
Post-shoot follow up with videographer Open Kimberley Hill 2026-04-03
Add video sheet to task Open Kimberley Hill 2026-03-20
Send videographer all materials in progress Kimberley Hill 2026-03-20
Video Topics complete Wayne Street 2026-03-04
Create video folder in Drive complete Kimberley Hill —
Schedule video shoot & rehearsal complete Kimberley Hill —
Interview videographer complete Kimberley Hill —
Source videographer complete Kimberley Hill —
Smith & Weidinger | Q1 2026 complete Dyamond Rodriguez 2026-04-10
Create videos without endcards complete Alyssa Myles 2026-02-17
Should You Accept a Lump-Sum Settlement—or Keep Negotiating? complete — —
What Your Medical Records Don’t Show—and Why It Could Hurt Your Case complete — —
Why Insurance Companies Are Not Your Friends After an Accident complete — —
How Long Do You Have to File an Injury Claim—and What Happens If You Wait? complete — —
The Biggest Mistake Injury Victims Make After a Crash complete — —
Why Insurance Adjusters Want You to Settle Fast—and Should You? complete — —
Why Colorado's "5 Nanogram" THC Limit Is Scientifically Meaningless—But Still Legally Devastating complete — —
The DMV Hearing Most DUI Defendants Don't Know About—Until It's Too Late complete — —

Smith & Weidinger | New Website 2 tasks

TaskStatusAssigneeDue
Set up SEO for new website to do Byron Lapola 2026-10-20
Check GBP to do Byron Lapola 2026-10-19
Build New Website complete Byron Lapola 2026-08-19
Build out Pre-Launch + Post-Launch Project Board complete Angie Ketchen 2026-08-14
Reactivate PaperStreet on Website Project complete Byron Lapola —
Confirm PaperStreet Invoice Paid complete Nikki Ameling 2026-06-26
Fix the Google Ad Error notification (GTM Updates) complete Wayne Street 2026-06-24
Update Temp Site Booking CTA's complete Wayne Street 2026-06-24
Activate New Website Project Board complete Angie Ketchen —
S&W - Develop Detailed Content and Architecture Plan for New Site complete Wayne Street 2026-05-15
S&W Schedule Production Meeting complete Kimberley Hill 2026-05-12
S&W - Gather a proposal for new website build for swlaw.co complete Wayne Street 2026-05-12
Smith & Weidinger - Add Million Dollar Advocates Logo to Website complete Wayne Street 2026-06-05
Communicate with PaperStreet to restore website complete Wayne Street 2026-05-04
Build temporary website complete Wayne Street 2026-05-01

Smith & Weidinger | One-off Tasks 1 tasks

TaskStatusAssigneeDue
Hub and spoke Sheet to do Daniela Marin —
Set-up Contact Page Redirect complete Wayne Street 2026-08-07
Install Intaker Chat on Temp Site complete Wayne Street 2026-07-07

Smith & Weidinger | Account Maintenance 5 tasks

TaskStatusAssigneeDue
Email Meeting Recap + Action Items monthly account management Angie Ketchen 2026-09-23
Monthly Check-in Meeting with Client monthly account management Angie Ketchen 2026-09-23
Prep Monthly Deck monthly account management Angie Ketchen 2026-09-21
Email Meeting Recap + Action Items monthly account management Angie Ketchen 2026-09-09
Meeting with Client monthly account management Angie Ketchen 2026-09-09
Review Performance Deck monthly account management Byron Lapola 2026-09-08
Confirm Client Updated Lead Sheet monthly account management Angie Ketchen 2026-09-08
Update LSA Report monthly account management Byron Lapola 2026-09-02
Check GBP Reviews monthly account management Byron Lapola 2026-09-02
Update Lead Sheet monthly account management Byron Lapola 2026-09-02
Create Swydo Report monthly account management Byron Lapola 2026-09-02
Prep Performance Deck monthly account management Angie Ketchen 2026-09-14
Send Lead Sheet to Client monthly account management Angie Ketchen 2026-09-04
Email Meeting Recap + Deck complete Angie Ketchen 2026-08-26
Monthly Check-in Meeting with Client complete Angie Ketchen 2026-08-26
Email Meeting Recap + Action Items complete Angie Ketchen 2026-08-17
Meeting with Client complete Angie Ketchen 2026-08-14
Review Performance Deck complete Byron Lapola 2026-08-11
Prep Performance Deck complete Angie Ketchen 2026-08-10
Prep Monthly Slide Deck complete Angie Ketchen 2026-07-27
Confirm Client Updated Lead Sheet complete Angie Ketchen 2026-08-11
Email Meeting Recap + Performance Deck complete Angie Ketchen 2026-08-12
Review Performance Deck complete Wayne Street 2026-07-14
Monthly Performance Meeting with Client complete Angie Ketchen 2026-08-12
Confirm Client Updated Lead Sheet complete Angie Ketchen 2026-07-14
Check GBP Reviews complete Byron Lapola 2026-08-02
Update LSA Report complete Byron Lapola 2026-08-02
Update Lead Sheet complete Byron Lapola 2026-08-02
Create Swydo Report complete Byron Lapola 2026-08-02
Send Lead Sheet to Client complete Angie Ketchen 2026-08-07
Prep Monthly Performance Deck complete Angie Ketchen 2026-07-13
Email Meeting Recap + Performance Deck complete Angie Ketchen 2026-07-10
Confirm Client Updated Lead Sheet complete Angie Ketchen 2026-07-10
Update LSA Report complete — —
Monthly Performance Meeting with Client complete Angie Ketchen 2026-07-10
Create Swydo Report complete — —
Send Lead Sheet to Client complete Angie Ketchen 2026-07-07
Review + Finalize Monthly Performance Deck complete — —
Update Lead Sheet complete Wayne Street 2026-07-07
Create Swydo Report complete Wayne Street 2026-07-07
Review Performance Deck complete Wayne Street 2026-07-07
Email Meeting Recap + Deck complete Angie Ketchen 2026-07-22
Monthly Check-in Meeting with Client complete Angie Ketchen 2026-07-22
Check GBP Reviews complete Wayne Street 2026-07-07
Update LSA Report complete Wayne Street 2026-07-07
Prep Monthly Performance Deck complete Angie Ketchen 2026-07-06
Complete Monthly Reporting monthly account management — —
Review + Finalize Check-in Deck complete — —
Prep Monthly Slide Deck complete Angie Ketchen 2026-07-20
Monthly Performance Meeting monthly account management — —
Monthly Check-in Meeting monthly account management — —
Strategist + AM Internal POD Meetings monthly account management Angie Ketchen —
One-off Tasks (Emails, Phone Calls Etc.) monthly account management Angie Ketchen —