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Smith & Weidinger

Client Projects · 26 tasks · 10 lists

Notes & Documents

Smith & Weidinger Running Meeting Notes

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**

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Tasks

Smith & Weidinger | Blogs (no approval needed for topics) 8 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
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 Byron Lapola 2026-08-18
What Should You Do in the First 24 Hours After Being Arrested in Colorado? ready to schedule Alven Fabricante 2026-08-18
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 Alven Fabricante 2026-08-18
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 Alven Fabricante
The Most Dangerous Intersections in Denver for Serious Car Accidents ready to schedule Alven Fabricante
What Evidence Can Make or Break Your Colorado Personal Injury Case? ready to schedule Alven Fabricante
Who Pays Your Medical Bills After a Car Accident in Denver, Colorado? ready to schedule Alven Fabricante
Smith & Weidinger | August 2026 Blogs to do Byron Lapola
Schedule onto GBP to do
Schedule blog content onto website to do
Smith & Weidinger | July 2026 Blogs to do Byron Lapola
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 Alven Fabricante
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 Alven Fabricante
How a DUI Can Affect Your Professional License in Colorado ready to schedule Alven Fabricante
Why Initial Insurance Settlement Offers Are Usually Too Low ready to schedule Alven Fabricante
Should You Use Sick Time or Disability After an Accident? ready to schedule Alven Fabricante
Smith & Weidinger | June 2026 to create Byron Lapola
How Drugged Driving Charges Work in Colorado DUI Cases ready to schedule Alven Fabricante
How Comparative Negligence Reduces Compensation in Colorado ready to schedule Alven Fabricante
What Medical Records Matter Most in a Personal Injury Case? ready to schedule Alven Fabricante
Intersection Accidents: Who Is Usually at Fault in Colorado? ready to schedule Alven Fabricante
Smith & Weidinger | May 2026 in progress Byron Lapola
Truck Accident Causes and Safety Failures in Colorado That Can Strengthen Your Claim ready to schedule Alven Fabricante
Who Can Be Held Liable in a Colorado Truck Accident? Driver, Company, Maintenance, and More ready to schedule Alven Fabricante
Insurance Claim or Personal Injury Lawsuit After a Colorado Car Accident: Which Option Is Better? ready to schedule Alven Fabricante
Can You Recover Compensation If You Were Partly at Fault in Colorado? ready to schedule Alven Fabricante
Smith & Weidinger | April 2026 ready to schedule Byron Lapola
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 Alven Fabricante
Can You Reopen a Car Accident Claim After Accepting a Settlement? ready to schedule Alven Fabricante
What Insurance Adjusters Don’t Tell You After a Colorado Car Accident ready to schedule Alven Fabricante
How Long Does a Car Accident Lawsuit Take in Colorado? ready to schedule Alven Fabricante
Smith & Weidinger | February 2026 complete Wayne Street 2026-02-12
Smith & Weidinger | January 2026 ready to schedule Byron Lapola

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 3 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Calendar Planning to do John Candu 2026-08-15
Smith & Weidinger | August 2026 to do France Banay 2026-07-31
2. Update social media cascading list to do John Candu
1. Direct Links to do 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 to do 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
Post-shoot follow up with videographer Open Angie Ketchen 2026-09-10
Add video sheet to task Open Angie Ketchen 2026-09-07
Send videographer all materials Open 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 Angie Ketchen
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 Open Angie Ketchen 2026-09-16
Post-shoot follow up with videographer in progress 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 Angie Ketchen
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
How a DWAI Is Different from a DUI—and Why It Still Matters complete
The First 24 Hours After a DUI Arrest: Critical Mistakes That Will Haunt You complete
Can You Really Refuse a Breathalyzer Test in Colorado? complete
The Hidden Consequences of a Second DUI Nobody Warns You About complete
Q2 Video Content Planning complete Wayne Street 2026-04-01
YouTube Descriptions complete Wayne Street 2026-02-05
Thumbnails complete 2026-02-03
Upload Final Videos to Drive complete Nathan Orzales
Final Edits complete Dyamond Rodriguez
Client Review complete Alison Letzring 2026-01-29
Video Edits complete Nathan Orzales 2026-01-16
Upload Videographer Edits to Drive complete
Update Video Folder in Drive complete
Send videos in channel (for 1st time) complete Alyssa Myles 2026-01-09
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

Smith & Weidinger | New Website 2 tasks

TaskStatusAssigneeDue
Build New Website to do 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 in progress 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 0 tasks

TaskStatusAssigneeDue
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 2026-09-09
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