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Ram Law

Client Projects · 12 tasks · 4 lists

Notes & Documents

Performance Meeting

Performance Meeting
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Meeting | 6-24-26
[ docs.google.com https://docs.google.com/presentation/d/1onOvASif60rDqhaE0uoZwpaFW9\_vZw-QxugfjrliZk0/edit?usp=drive\_link ](https://docs.google.com/presentation/d/1onOvASif60rDqhaE0uoZwpaFW9_vZw-QxugfjrliZk0/edit?usp=drive_link) [ docs.google.com https://docs.google.com/document/d/1DhtTuJ5p\_SfXie-KQbPj\_WHKuP0\_7Ego/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1DhtTuJ5p_SfXie-KQbPj_WHKuP0_7Ego/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true)
Meeting | 7-08-26
[ docs.google.com https://docs.google.com/presentation/d/1EIpEnzJk8ckrYy\_Vz7JEMKcgnbeqD2SAyRMsA6wJ0to/edit?usp=sharing ](https://docs.google.com/presentation/d/1EIpEnzJk8ckrYy_Vz7JEMKcgnbeqD2SAyRMsA6wJ0to/edit?usp=sharing)
Meeting | 8-13-26
[ docs.google.com https://docs.google.com/document/d/1DhtTuJ5p\_SfXie-KQbPj\_WHKuP0\_7Ego/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true ](https://docs.google.com/document/d/1DhtTuJ5p_SfXie-KQbPj_WHKuP0_7Ego/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true) [ docs.google.com https://docs.google.com/presentation/d/1azbFG-LD9454AoiBm6NWHzeJSLEmHFs17\_jVNkNmwx0/edit?usp=sharing ](https://docs.google.com/presentation/d/1azbFG-LD9454AoiBm6NWHzeJSLEmHFs17_jVNkNmwx0/edit?usp=sharing)
Meeting | 9-10-26
[ docs.google.com https://docs.google.com/presentation/d/1XPMtH9MMu422zpFlvTyJCQ5L3Uz83XRBpPQAup0XAxc/edit?usp=sharing ](https://docs.google.com/presentation/d/1XPMtH9MMu422zpFlvTyJCQ5L3Uz83XRBpPQAup0XAxc/edit?usp=sharing)

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Tasks

Client Name | LSA 4 tasks

TaskStatusAssigneeDue
Call Google to update CallRail number to do Pal Anderka-Farkas 2026-08-21
Monthly LSA leads download to do Pal Anderka-Farkas 2026-08-04
Rebuild LSA in progress Pal Anderka-Farkas —
LSA Check-in to do Pal Anderka-Farkas 2026-08-03
Update LSA Budget - Maybe Hold off? complete Pal Anderka-Farkas 2026-07-08
European time zones complete Pal Anderka-Farkas 2026-06-11
LSA Check-in complete Pal Anderka-Farkas 2026-07-03
Review LSA Approval complete — 2025-10-03
Share Credentials with Client complete — 2025-10-03
Provide LSA Information complete — 2025-10-03
LSA Check-in complete Pal Anderka-Farkas 2026-06-03
Create LSA complete — 2025-10-03

Client Name | Reporting 4 tasks

TaskStatusAssigneeDue
Prepare for the meeting+meeting Open Pal Anderka-Farkas —
Social Media Reporting complete — —
Review Citation Report complete — —
Newsletter Report complete — —
Review PPC Notes complete — —
Social Media Reporting complete — —
Check GBP Reviews Open Pal Anderka-Farkas —
Prepare Reporting Open Pal Anderka-Farkas 2025-10-11
Check lead sheet before meeting Open Pal Anderka-Farkas —

Ram Law | Jenna Admin 0 tasks

TaskStatusAssigneeDue
Make Colin Happy complete Jenna Norman, Pal Anderka-Farkas 2026-06-30

Ram Law | Account Maintenance 4 tasks

TaskStatusAssigneeDue
Email Meeting Recap + Performance Deck monthly account management — —
Confirm Client Updated Lead Sheet monthly account management — —
Update LSA Report complete — —
Monthly Performance Meeting with Client monthly account management — —
Create Swydo Report complete — —
Send Lead Sheet to Client monthly account management — —
Review + Finalize Monthly Performance Deck complete — —
Update Lead Sheet monthly account management — —
Create Swydo Report monthly account management — —
Email Meeting Recap + Deck monthly account management — —
Review Performance Deck monthly account management — —
Monthly Check-in Meeting with Client monthly account management — —
Update LSA Report monthly account management — —
Check GBP Reviews monthly account management — —
Review + Finalize Check-in Deck complete — —
Prep Monthly Slide Deck monthly account management — —
Prep Monthly Performance Deck monthly account management — —
Complete Monthly Reporting monthly account management — —
One-off Tasks (Emails, Phone Calls Etc.) monthly account management — —
Monthly Performance Meeting monthly account management — —
Monthly Check-in Meeting monthly account management — —
Strategist + AM Internal POD Meetings monthly account management — —