| Task | Status | Assignee | Due |
|---|---|---|---|
| Website backend | to do | — | — |
| Socials | to do | — | — |
| Primary Access - Wilhite Law Onboarding | to do | Pal Anderka-Farkas | 2026-04-21 |
| DNS | complete | — | — |
| Build ClickUp Space | complete | Chris Scharbo | 2026-03-26 |
| Remove Previous Agency Access | to do | — | — |
| Google Ads | to do | — | — |
| Firm Logos | to do | Jenna Norman | 2026-04-03 |
| Mail Chimp | to do | Jenna Norman | — |
| Hosting Access or Move | complete | — | — |
| Google Tag Manager | to do | — | — |
| Create One Sheeter | complete | Jenna Norman | — |
| Pre-Fill Questionnaire | complete | — | — |
| Google Maps | to do | — | — |
| Google Analytics | complete | — | — |
| Confirm CC Authorization | complete | Alison Letzring | 2026-03-31 |
| Gather Credentials | to do | Jenna Norman | 2026-04-14 |
| Add to TGR Accounts Sheet | complete | Alison Letzring | 2026-03-31 |
| Google LSA | to do | — | — |
| Create Deck Templates | complete | Amy Singh | 2025-10-03 |
| Create Credentials Doc | complete | Chris Scharbo | 2026-03-31 |
| Remove Previous Agency Access | complete | — | — |
| Call Rail | to do | Jenna Norman | — |
| Add Client to Ruddr | complete | Maria Pascan, Chris Scharbo | 2026-03-26 |
| Client Photos | to do | Jenna Norman | 2026-04-03 |
| Website Credentials | complete | — | — |
| Existing Gmails | to do | Jenna Norman | — |
| Confirm Google Ads & LSAs are in MCC | to do | — | — |
| Google Search Console | complete | — | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Month 2 Audit | in progress | Pal Anderka-Farkas | 2026-07-21 |
| People Also Ask | Open | Pal Anderka-Farkas | — |
| Page Optimization (Focus Keyword) | Open | Pal Anderka-Farkas | — |
| URL Structure | Open | Pal Anderka-Farkas | — |
| Schema Markup | Open | Pal Anderka-Farkas | — |
| Keyword Trending | Open | Pal Anderka-Farkas | — |
| SEM Rush Audit | Open | — | — |
| Search Console Audit | Open | — | — |
| Site Architecture | Open | Pal Anderka-Farkas | — |
| Keyword Research | Open | Pal Anderka-Farkas | — |
| ADA Compliance | Open | Pal Anderka-Farkas | — |
| Technical SEO | Open | Pal Anderka-Farkas | — |
| Website Speed | Open | Pal Anderka-Farkas | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Audit GBPs | Open | Alven Fabricante | 2026-07-17 |
| Audit GBPs | complete | Alven Fabricante | 2026-06-19 |
| Audit GBPs | complete | Alven Fabricante | 2026-04-17 |
| Create GBP product images | Open | — | — |
| Submit legal directories | Open | — | 2025-09-27 |
| Post products on GBP | Open | — | 2025-09-27 |
| Legal directory audit | Open | — | 2025-09-27 |
| Audit GBPs | complete | Alven Fabricante | 2025-09-12 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Wilhite Law | Performance Deck | Open | Jenna Norman | — |
| Wilhite Law | Performance Deck | complete | Jenna Norman | — |
| UPDATE THE TOPICS | Open | — | 2026-05-20 |
| Wilhite Law | Check-In Deck | Open | Jenna Norman | 2026-06-30 |
| Review Citation Report | Open | Pal Anderka-Farkas | — |
| Send lead sheet to client for completion | Open | — | — |
| Newsletter Report | complete | — | — |
| Update LSA Report | Open | Pal Anderka-Farkas | — |
| Screenshot Local Grid Search | Open | Alven Fabricante | — |
| Social Media Reporting | complete | — | — |
| Update lead sheet (Monthly) | Open | — | — |
| Review PPC Notes | complete | — | — |
| Create Swydo Report | Open | Pal Anderka-Farkas | — |
| Check lead sheet before meeting | Open | — | — |
| Check GBP Reviews | Open | Pal Anderka-Farkas | — |
| Wilhite Law | Performance Deck | complete | Amy Singh | 2026-05-20 |
| Screenshot Backlink | Open | Pal Anderka-Farkas | — |
| Update Lead Sheet (Weekly) | Open | — | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Create Content Calendar | complete | John Candu | 2026-06-23 |
| SM banners + Profile pic | waiting on info | Alyssa Myles | 2026-07-17 |
| Thumbnail templates | waiting on info | Alyssa Myles | 2026-07-17 |
| Social Video Cascading Templates | waiting on info | Alyssa Myles | 2026-07-17 |
| Create brand kit | complete | Alyssa Myles | — |
| Create 2026 content calendar | complete | John Candu | 2026-06-05 |
| Calendar Planning | to do | Alyssa Myles | — |
| Calendar Planning | complete | Alyssa Myles | 2026-04-15 |
| Reporting numbers | complete | Alyssa Myles | 2026-04-01 |
| Reporting summaries | complete | Alyssa Myles | 2026-04-01 |
| Create social media cascading list | complete | John Candu | 2026-06-08 |
| Create hashtag/locations sheet | complete | Alyssa Myles | — |
| Calendar Planning | complete | Alyssa Myles | 2025-07-15 |
| Reporting numbers | complete | Alyssa Myles | 2025-02-28 |
| Reporting summaries | complete | Alyssa Myles | 2025-02-28 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Send example videos to team | to do | Jenna Norman | — |
| Begin planning the next video shoot for August/September | to do | Jenna Norman | — |
| Video Topics for next shoot | to do | Jenna Norman | — |
| Backend for Audits | complete | — | — |
| Social Media | complete | — | — |
| Finalize Access to accounts | complete | Jenna Norman | 2026-05-29 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| 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 | — | — |
| Monthly Check-in Meeting with Client | monthly account management | — | — |
| Review Performance Deck | monthly account management | — | — |
| Check GBP Reviews | monthly account management | — | — |
| Update LSA Report | 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 | — | — |
| Monthly Check-in Meeting | monthly account management | — | — |
| Monthly Performance Meeting | monthly account management | — | — |
| Strategist + AM Internal POD Meetings | monthly account management | — | — |
| One-off Tasks (Emails, Phone Calls Etc.) | monthly account management | — | — |