| Task | Status | Assignee | Due |
|---|---|---|---|
| Create Asset Files with New Branding | to do | France Banay | 2026-08-14 |
| Create Final Brand Kit | complete | France Banay | 2026-08-13 |
| Create Moodboard C Version [Client Feedback] | complete | Alyssa Myles | 2026-07-27 |
| Review + Feedback on Moodboards | complete | Bill Belcamino | 2026-07-20 |
| Create Moodboards + Logo Variations | complete | Alyssa Myles | 2026-07-27 |
| Activate Branding Project Plan | complete | Angie Ketchen | 2026-07-13 |
| Kick-off Call + Post Meeting Action items | complete | Angie Ketchen | — |
| Prep for Kick-off Call | complete | Angie Ketchen | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Follow up with client regarding LSA management | complete | Angie Ketchen | 2026-08-20 |
| Share Credentials with Client | to do | Angie Ketchen | 2026-09-03 |
| Prepare LSA Training Deck | complete | — | — |
| Fill LSA training deck with updated information (screenshots, questions, etc) | to do | Bill Belcamino, Daniela Marin | — |
| Review LSA Approval | in progress | Bill Belcamino, Daniela Marin | 2026-08-25 |
| Provide LSA Information | to do | Angie Ketchen | 2026-08-20 |
| LSA Training | to do | Angie Ketchen | — |
| Create LSA | in progress | Bill Belcamino | 2026-09-01 |
| LSA Check-in | to do | Bill Belcamino, Daniela Marin | — |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Connect with Amber from CallRail | complete | Bill Belcamino | 2026-08-18 |
| Bill Reporting Task | to do | Bill Belcamino | — |
| GBP Audit + Recommendations | for revision | Daniela Marin, Bill Belcamino | 2026-08-14 |
| Confirm Proper GBP Access | complete | Bill Belcamino, Daniela Marin | 2026-07-14 |
| Set-up Fears GSC account | waiting on info | Daniela Marin, Angie Ketchen | 2026-07-31 |
| Set-up Fears GA4 Account | waiting on info | Daniela Marin, Angie Ketchen | 2026-07-31 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Post-shoot follow up with videographer | Open | Angie Ketchen | 2026-08-27 |
| Add video sheet to task | complete | Angie Ketchen | 2026-08-20 |
| Send videographer all materials | Open | Angie Ketchen | 2026-08-20 |
| Video Content Planning | Open | Angie Ketchen | 2026-09-18 |
| Video Topics | complete | Angie Ketchen | 2026-08-13 |
| Create video folder in Drive | complete | Angie Ketchen | 2026-07-24 |
| Schedule video shoot & rehearsal | complete | Angie Ketchen | 2026-08-19 |
| Interview videographer | complete | Angie Ketchen | 2026-07-17 |
| Source videographer | complete | Angie Ketchen | 2026-07-17 |
| Fears | Q3 2026 Videos | Open | Angie Ketchen | — |
| Video Content Planning | complete | Angie Ketchen | 2026-07-17 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Create Company YT Channel | complete | Alyssa Myles | 2026-07-13 |
| Create 2026 Content Calendar | complete | John Candu | 2026-07-13 |
| Calendar Planning | to do | — | — |
| Create social media cascading list | complete | John Candu | 2026-07-13 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Blog 4: How do pre-existing injuries affect my personal injury claim? | in progress | Angie Ketchen | 2026-08-20 |
| Blog 3: What happens if a truck driver violated federal logbook (Hours of Service) rules? | in progress | Angie Ketchen | 2026-08-20 |
| Blog 2: Will not wearing a helmet ruin my motorcycle accident claim in Texas? | in progress | Angie Ketchen | 2026-08-20 |
| Blog 1: Can I still sue if the other driver's insurance claims I was partially at fault? | in progress | Angie Ketchen | 2026-08-20 |
| Create List of Blog Topics for Client Approval | to do | Bill Belcamino, Daniela Marin | 2026-09-23 |
| Blog Content Planning | to do | Angie Ketchen | 2026-08-21 |
| Blog Content Planning | complete | Angie Ketchen | 2026-07-21 |
| Create List of Blog Topics for Client Approval | complete | Angie Ketchen | 2026-07-23 |
| Fears | AUG 2026 Blogs | in progress | Daniela Marin | 2026-08-31 |
| Blog Content Planning | complete | Angie Ketchen | 2026-07-17 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Email Meeting Recap + Action Items | monthly account management | Angie Ketchen | 2026-09-10 |
| Performance Meeting with Client | monthly account management | Angie Ketchen | 2026-09-10 |
| Review Performance Deck | monthly account management | Bill Belcamino | 2026-09-09 |
| Confirm Client Updated Lead Sheet | monthly account management | Angie Ketchen | 2026-09-09 |
| Send Lead Sheet to Client | monthly account management | Angie Ketchen | 2026-09-08 |
| Prep Performance Deck | monthly account management | Angie Ketchen | 2026-09-08 |
| Check GBP Reviews | monthly account management | Daniela Marin | 2026-09-14 |
| Update Lead Sheet | monthly account management | Bill Belcamino | 2026-09-14 |
| Update LSA Report | monthly account management | Bill Belcamino | 2026-09-14 |
| Create Swydo Report | monthly account management | Bill Belcamino | 2026-09-14 |
| 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 | 2026-08-13 |
| Performance Meeting with Client | complete | Angie Ketchen | 2026-08-13 |
| Review Performance Deck | complete | Bill Belcamino | 2026-08-12 |
| Prep Performance Deck | complete | Angie Ketchen | 2026-08-11 |
| Prep Monthly Slide Deck | complete | Angie Ketchen | 2026-07-27 |
| Email Meeting Recap + Performance Deck | complete | Angie Ketchen | 2026-08-13 |
| Monthly Performance Meeting with Client | complete | Angie Ketchen | 2026-08-13 |
| Review Performance Deck | complete | Bill Belcamino | 2026-08-12 |
| Prep Monthly Performance Deck | complete | Angie Ketchen | 2026-07-14 |
| Send Lead Sheet to Client | complete | Angie Ketchen | 2026-08-11 |
| Update Lead Sheet | complete | Bill Belcamino | 2026-08-10 |
| Create Swydo Report | complete | Bill Belcamino | 2026-08-03 |
| Check GBP Reviews | complete | Daniela Marin | 2026-08-10 |
| Update LSA Report | complete | Bill Belcamino | 2026-08-03 |
| Confirm Client Updated Lead Sheet | complete | Angie Ketchen | 2026-08-12 |
| Send Lead Sheet to Client | complete | Angie Ketchen | 2026-07-14 |
| Update Lead Sheet | complete | Bill Belcamino | 2026-07-13 |
| Create Swydo Report | complete | Bill Belcamino | 2026-07-13 |
| Check GBP Reviews | complete | Daniela Marin, Bill Belcamino | 2026-07-13 |
| Update LSA Report | complete | Bill Belcamino | 2026-07-13 |
| Confirm Client Updated Lead Sheet | complete | Angie Ketchen | 2026-07-07 |
| Send Lead Sheet to Client | complete | Angie Ketchen | 2026-07-07 |
| Update Lead Sheet | complete | Bill Belcamino | 2026-07-02 |
| Create Swydo Report | complete | Bill Belcamino | 2026-07-02 |
| Check GBP Reviews | complete | Daniela Marin, Bill Belcamino | 2026-07-06 |
| Update LSA Report | complete | Bill Belcamino | 2026-07-02 |
| Complete Monthly Reporting | monthly account management | Bill Belcamino | — |
| Confirm Client Updated Lead Sheet | complete | Angie Ketchen | 2026-07-07 |
| Email Meeting Recap + Performance Deck | complete | Angie Ketchen | 2026-07-09 |
| Update LSA Report | complete | — | — |
| Create Swydo Report | complete | — | — |
| Monthly Performance Meeting with Client | complete | Angie Ketchen | 2026-07-09 |
| Send Lead Sheet to Client | complete | Angie Ketchen | 2026-07-07 |
| Review + Finalize Monthly Performance Deck | complete | — | — |
| Update Lead Sheet | complete | Bill Belcamino | 2026-07-02 |
| Create Swydo Report | complete | Bill Belcamino | 2026-07-02 |
| Review Performance Deck | complete | Bill Belcamino | 2026-07-08 |
| 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 | Bill Belcamino, Daniela Marin | 2026-07-06 |
| Update LSA Report | complete | Bill Belcamino | 2026-07-02 |
| Complete Monthly Reporting | complete | Bill Belcamino | — |
| Prep Monthly Performance Deck | complete | Angie Ketchen | 2026-07-08 |
| Review + Finalize Check-in Deck | complete | — | — |
| Prep Monthly Slide Deck | complete | Angie Ketchen | 2026-07-20 |
| Monthly Check-in Meeting | monthly account management | — | — |
| One-off Tasks (Emails, Phone Calls, Project Builds Etc.) | monthly account management | Angie Ketchen | — |
| Monthly Performance Meeting | monthly account management | — | — |
| Strategist + AM Internal POD Meetings | monthly account management | Angie Ketchen | — |