All historical work records and time tracking

‣

June 2025

Task Detail	Project	Due Date	Hours	Status
Call 6/18: Social performance highlights	AG Marketing Goal 3: Paid Social Media	June 17, 2025		Completed
Outline ag call agenda	OWC Management AG Miscellaneous	June 18, 2025	0.5	Review - In Progress
Create end of campaign report	AG Marketing Goal 3: Paid Social Media	June 20, 2025	1	In Progress
Check-in on landing page being created, create task to check-in and send	AG Launch Yoga and Pilates Ads	June 18, 2025	0.25	Completed
Create landing page copy and video for Yoga and Pilates	AG Launch Yoga and Pilates Ads	June 14, 2025	1.25	Completed
Add negative keywords to google ads	(AG) Google Ads Klesk Google Ads Service	June 18, 2025	0.5	In Progress
Finalize second social report	AG Marketing Goal 3: Organic Social Media	June 6, 2025	1	Completed
Send report for paid and organic performance	AG Marketing Goal 3: Organic Social Media	June 6, 2025	0.5	Completed
Create alnding page for Yoga and Pilates and update style of MMA	AG Launch Yoga and Pilates Ads	June 17, 2025	3	Completed
Check-in on lead effects from turning down budget	AG Email	June 17, 2025	0.5	Completed
qa: Make sure mma budget is turned down and create task to check in on leads	AG Email	June 3, 2025	0.25	Completed
qa: AG Email: Is there a way to calculate percentage of apps for only the “Commercial Fitness Center” applications that select this MMA operation box in the full application - “MMA, Jiu Jitsu, Karate, Boxing, Wrestling”	AG Email	June 3, 2025	0.5	Completed
qa: review turning down marketing budget for MMA and starting yoga	AG Launch Yoga and Pilates Ads	June 2, 2025	0.5	Completed
Add negative keywords to google ads	(AG) Google Ads	June 12, 2025	0.25	Completed
Send email newsletter to client	AG Marketing Goal 4: Newsletter	June 9, 2025	0.1	Completed
Design email newsletter	AG Marketing Goal 4: Newsletter	June 8, 2025	0.5	Completed
Design 2 blog posts	AG Marketing Goal 2: Blog Posts	June 8, 2025	0.75	Completed
If approved: include research on youth sports: lacrosse, football. has meeting with players health	AG Research Yoga & Pilates	June 23, 2025	1	In Progress
Schedule AGuard organic social posts for week of 6/9	AG Marketing Goal 3: Organic Social Media	June 8, 2025	0.25	Completed
Schedule AGuard organic social posts for week of 6/2	AG Marketing Goal 3: Organic Social Media	June 3, 2025	0.25	Completed
Schedule AGuard organic social posts for week of 5/26	AG Marketing Goal 3: Organic Social Media	June 3, 2025	0.25	Completed
Send June blog posts to client	AG Marketing Goal 2: Blog Posts	June 9, 2025	0.1	Completed
Design logo for the 4th	AG Holidy Themed Logo's	June 9, 2025	1	Completed

‣

May 2025

Task Detail	Project	Due Date	Hours	Status
qa: AG Email: We are looking for how many commercial fitness facility applications, in the last 60 days, are MMA gyms vs regular fitness centers? Would you able to calculate a metric and create a list of those business names in a list for us? I was thinking you could do the apps that s	AG Email	May 30, 2025	0.25	Completed
AG - Eli - AGuard Application Update	AG Email	May 29, 2025	0.1	Completed
Review AGuard ad campaign performance	AG Marketing Goal 3: Paid Social Media	May 19, 2025	0.25	Completed
AG - Eli/Solomon - Worker Comp Application	AG Email	May 16, 2025	0.25	Completed
qa: prepare for and outline aguard call	AG Miscellaneous	May 16, 2025	0.25	Completed
Review ad campaign performance and make optimizations to creative and targeting segments	AG Marketing Goal 3: Paid Social Media	May 15, 2025	1	Completed
Review aguard report	AG Marketing Goal 3: Paid Social Media	May 15, 2025	0.25	Completed
setup quote added notification	AG Miscellaneous	May 16, 2025	0.5	Completed
Send Aguard newsletter out to customers via Sendgrid	AG Marketing Goal 4: Newsletter	May 20, 2025	0.25	Completed
qa: Do hour of research on yoga and Pilates	AG Research Yoga & Pilates	May 28, 2025	2	Completed
qa: Respond to email about looking into yoga and Pilates	AG Email AG Research Yoga & Pilates	May 9, 2025	0.1	Completed
qa: Look into effects of changing Instagram handle	AG Email	May 8, 2025	0.25	Completed
email to change instagram icon to updated logo	AG Miscellaneous	May 8, 2025	0	Completed
qa: Design aguard 4th did you know social post	AG Marketing Goal 3: Organic Social Media	May 8, 2025	0.5	Completed
Upload customer list to Meta Ads manager to create retargeting and lookalike audiences	AG Marketing Goal 3: Paid Social Media	May 2, 2025	0.25	Completed
Set up campaigns in ad manager	AG Marketing Goal 3: Paid Social Media	May 2, 2025	2	Completed
Add meta pixel to Aguard's website	AG Miscellaneous	May 3, 2025	0.1	Completed
Finalize may newsletter	AG Marketing Goal 4: Newsletter	May 1, 2025	0.5	Completed
Begin design of second set of organic posts with client (posts 7-12)	AG Marketing Goal 3: Organic Social Media	May 7, 2025	2	Completed
Add negative keywords to google ads	(AG) Google Ads	May 9, 2025	0.25	Completed
Finalize and combine design + content of reporting template	AG Marketing Goal 3: Paid Social Media	May 15, 2025	1	Completed
Review design of third set of organic posts (posts 13-16)	AG Marketing Goal 3: Organic Social Media	May 26, 2025	0.5	Completed
Share third set of organic posts with client (posts 13-16)	AG Marketing Goal 3: Organic Social Media	May 26, 2025	0.1	Completed
Complete design of third set of organic posts with client (posts 13-16)	AG Marketing Goal 3: Organic Social Media	May 27, 2025	2	Completed
Begin design of third set of organic posts with client (posts 13-16)	AG Marketing Goal 3: Organic Social Media	May 26, 2025	2	Completed
Complete design of second set of organic posts with client (posts 7-12)	AG Marketing Goal 3: Organic Social Media	May 7, 2025	2	Completed
Review design of second set of organic posts (posts 7-12)	AG Marketing Goal 3: Organic Social Media	May 7, 2025		Completed
Ideate social video ideas for Aguard’s second set of organic posts	AG Marketing Goal 3: Organic Social Media	May 2, 2025	1	Completed
Schedule AGuard organic social posts for week of 5/19	AG Marketing Goal 3: Organic Social Media	May 19, 2025	0.25	Completed
Schedule AGuard organic social posts for week of 5/5	AG Marketing Goal 3: Organic Social Media	May 2, 2025	0.25	Completed
Send May blog posts and newsletter to client	AG Marketing Goal 2: Blog Posts	May 2, 2025	0	Completed
Write copy for May blog posts and find imagery	AG Marketing Goal 2: Blog Posts	May 2, 2025	1	Completed
Go live with paid ad campaign	AG Marketing Goal 3: Paid Social Media	May 7, 2025	1	Completed
Send May email newsletter to client	AG Marketing Goal 4: Newsletter	May 2, 2025		Completed
Send May newsletter out to aguard customers	AG Marketing Goal 4: Newsletter	May 15, 2025	0	Forgone
Upload ad creative and headline/descriptions to social platform	AG Marketing Goal 3: Paid Social Media	May 2, 2025	1	Completed
Create captions and schedule 2nd set of Insta/FB posts	AG Marketing Goal 3: Organic Social Media	May 8, 2025	0.75	Completed
Share second set of organic posts with client (posts 7-12)	AG Marketing Goal 3: Organic Social Media	May 8, 2025	0.1	Completed

‣

April 2025

Task Detail	Project	Due Date	Hours	Status
Fixing AGuard Icon	AG Miscellaneous	April 28, 2025	0.17	Completed
Send email newsletter to client	AG Marketing Goal 4: Newsletter	April 27, 2025	0.25	Completed
Review Aguard google ads new headlines	(AG) Google Ads	April 28, 2025	0.25	Completed
Review upcoming aguard social post	AG Marketing Goal 3: Organic Social Media	April 28, 2025	0.15	Completed
AG Automation Steps and Creating the Automation check Weekly Report	AG Miscellaneous	April 25, 2025	0.75	Completed
HELP! Edit button not available for client to resubmit an application	AG Email	April 25, 2025	0.2	Completed
AG - Eli / Solomon - Airtable Errors	AG Email	April 24, 2025	0.1	Completed
Finalize new a/b testing google ads copy Headlines	(AG) Google Ads	April 26, 2025	0.5	Completed
Rework timeline for paid campaign setup and launch based on client’s recent approval of campaign budget and details	AG Marketing Goal 3: Paid Social Media	April 22, 2025	0.2	Completed
Rework timeline for organic posting based on client’s recent approval of first set of posts	AG Marketing Goal 3: Organic Social Media	April 22, 2025	0.5	Completed
Fixed buttons on AG Get Started Page	AG Miscellaneous	April 21, 2025	0.17	Completed
Schedule AGuard organic social posts for week of 4/28	AG Marketing Goal 3: Organic Social Media	April 27, 2025	0.25	Completed
Schedule AGuard organic social posts this week	AG Marketing Goal 3: Organic Social Media	April 21, 2025	0.25	Completed
qa: move https://zapier.com/editor/234072376/published/234072383/fields renewal automatoin to be on airtable and not zapier (needs to be done aspp)	AG Miscellaneous	April 22, 2025	0	Forgone
AGuard call outline	AG Miscellaneous	April 18, 2025	0.25	Completed
AG - Eli/Solomon -AGuard Portal	AG Email	April 17, 2025	0.1	Completed
Re: Application	AG Email	April 15, 2025	0.25	Completed
Follow up with client on approval of social first set of 4 posts and the 3 ad variations	AG Marketing Goal 3: Paid Social Media	April 18, 2025	0.1	Completed
Follow up with client on approval of social first set of 4 posts and the 3 ad variations	AG Marketing Goal 3: Paid Social Media	April 13, 2025	0.1	Completed
Update aguard's website icon so match their correct logo	AG Miscellaneous	April 11, 2025	0.5	Completed
Provide monthly google ads optimization recommendation	(AG) Google Ads	April 9, 2025	0.5	Completed
AGuard - Eli - AGuard Portal "critical error	AG Email	April 9, 2025		Completed
Provide direction and compressed imagery for blog posts on website	AG Marketing Goal 2: Blog Posts	April 7, 2025	0.5	Completed
Help send April newsletter out to Aguard clients by Tues am	AG Marketing Goal 4: Newsletter	April 9, 2025	0.25	Completed
Send April newsletter out to Aguard clients by Wed am	AG Marketing Goal 4: Newsletter	April 9, 2025	0.25	Completed
Social Media Campaign Setup (Instagram and Facebook)	AG Email	April 4, 2025	0.2	Completed
Design fourth organic post	AG Marketing Goal 3: Organic Social Media	April 2, 2025	1	Completed
Send 2 blog posts	AG Marketing Goal 2: Blog Posts	April 7, 2025	0.1	Completed
Share headline and description for ad creative with client when we share ads	AG Marketing Goal 3: Paid Social Media	April 2, 2025	0.1	Completed
Get connected with client’s social profile	AG Marketing Goal 3: Organic Social Media	April 4, 2025	0.5	Completed
Check in that 2nd April blog post went live on site	AG Marketing Goal 2: Blog Posts	April 23, 2025	0.1	Completed
Create new Automations Weekly Check steps for AGuard.	AG Miscellaneous	April 25, 2025	0.5	Completed
Stage 2: Set up of social media platform ad account	AG Marketing Goal 3: Paid Social Media	April 2, 2025	1	Completed

‣

March 2025

Task Detail	Project	Due Date	Hours	Status
Provide quarterly google ads optimization recommendation	Klesk Google Ads Service (AG) Google Ads	March 24, 2025	0.5	Completed
Add negative keywords to Google Ads campaigns and review reco’d optimizations	(AG) Google Ads	March 28, 2025	0.5	Completed
Create reporting template for organic and social campaign across Insta and FB	AG Marketing Goal 3: Paid Social Media	March 28, 2025	1	Completed
Finalize ad mockups including the ad headline and description	AG Marketing Goal 3: Paid Social Media	March 28, 2025	1	Completed
Check-in on paid and organic and what was done this week and update the project processes. Create new task to check-in	OWC Create Organic Social Campaign Service AG Marketing Goal 3: Organic Social Media	March 18, 2025	1	Completed
Rereview impact of leads if we were to increase google ads budget by 2x	(AG) Google Ads	March 24, 2025	0.5	Completed
Check-in and review	AG Marketing Goal 3: Organic Social Media	March 31, 2025	0.25	Completed
Follow up with client and see if they need help getting social connected with our access	AG Marketing Goal 3: Paid Social Media	March 25, 2025	0.1	Completed
Add Aguard blog posts to website. Post one blog today and schedule the 2nd blog for March 30th	AG Marketing Goal 2: Blog Posts	March 24, 2025	0.25	Completed
Review march blog posts on website	AG Marketing Goal 2: Blog Posts	March 24, 2025	0.1	Completed
Craft outline of impact to google ads campaign if we were to increase budget and send to client	(AG) Google Ads	March 26, 2025	0.25	Completed
Design email newsletter	AG Marketing Goal 4: Newsletter	March 24, 2025	0.75	Completed
Write copy for 2 blog posts and find imagery	AG Marketing Goal 2: Blog Posts	March 31, 2025	0.5	Completed
Review Aguard impact to google ads campaign if we were to increase budget with savannah	(AG) Google Ads	March 24, 2025	0.1	Completed
Check-in on email being sent and starting to create organic creative and accounts connected	AG Marketing Goal 3: Organic Social Media	March 24, 2025	0.25	Completed
Craft kickoff details in email and outline how we get connect with their social for posting and campaign management	AG Marketing Goal 3: Paid Social Media	March 20, 2025	1	Completed
Review impact of leads if we were to increase google ads budget to $1,000/week	(AG) Google Ads	March 21, 2025	1	Completed
qa: outline call agenda for aguard	AG Miscellaneous	March 14, 2025	0.25	Completed
Update campaign details slide in deck	AG Marketing Goal 3: Paid Social Media	March 13, 2025	0.75	Completed
Call 3/14 outline	AG Marketing Goal 2: Blog Posts	March 18, 2025	0.1	Completed
Follow Up with client on blog posts	AG Marketing Goal 2: Blog Posts	March 21, 2025	0.1	Completed
Combine social platform and recommended budget slide and add copy	AG Marketing Goal 3: Paid Social Media	March 12, 2025	0.5	Completed
Update page numbers	AG Marketing Goal 3: Paid Social Media	March 12, 2025	0.25	Completed
Update table of contents in deck	AG Marketing Goal 3: Paid Social Media	March 12, 2025	0.25	Completed
Finalize budget recommendation and update design in presentation deck	AG Marketing Goal 3: Paid Social Media	March 12, 2025	2	Completed
Finalize posting strategy/timelines for campaign	OWC Create Organic Social Campaign Service AG Marketing Goal 3: Organic Social Media	March 18, 2025	1	Completed
Create presentation deck for marketing action plan and creative brief	AG Marketing Goal 3: Paid Social Media	March 5, 2025	1	Completed
Review first draft of april newsletter with Sav	AG Marketing Goal 4: Newsletter	March 21, 2025	0.25	Completed
Design and finalize first draft of april newsletter	AG Marketing Goal 4: Newsletter	March 20, 2025	0.25	Completed
Send first draft of april newsletter to client once they approve march blog post	AG Marketing Goal 4: Newsletter	March 24, 2025	0.25	Completed
Follow up with client about payment method declining in Google Ads	(AG) Google Ads	March 5, 2025	0.1	Completed
Write headline and description for ad creative	AG Marketing Goal 3: Paid Social Media	March 29, 2025	0.5	Completed
Finalize design of first set of organic posts	AG Marketing Goal 3: Organic Social Media	March 30, 2025	2.5	Completed
Email client about payment method declining in Google Ads	(AG) Google Ads	March 3, 2025	0.1	Completed
AG- Eli/Solomon - Portal Update	AG Email	March 3, 2025	0.1	Completed
Stage 1: Review and help finalize design of ad creative	AG Marketing Goal 3: Paid Social Media	March 6, 2025	1	Completed
Stage 1: Finalize design of ad creative	AG Marketing Goal 3: Paid Social Media	March 6, 2025	1	Completed
Stage 1: Create and design first 3 social media templates for organic posts	AG Marketing Goal 3: Organic Social Media	March 5, 2025	3	Completed
Stage 1: Create content calendar for organic posts with topics outlined	AG Marketing Goal 3: Organic Social Media	March 12, 2025	1	Completed
Stage 2: Creation of 3 paid media assets	AG Marketing Goal 3: Paid Social Media	March 5, 2025	2	Completed
Stage 1: Define how we measure success (ie. number of leads or awareness)	AG Marketing Goal 3: Paid Social Media	March 12, 2025	1	Completed
Stage 1: Develop launch timeline	AG Marketing Goal 3: Paid Social Media	March 4, 2025	0.5	Completed
Create blog post prompt	AG Marketing Goal 2: Blog Posts	March 24, 2025	0.5	Completed
Aguard reach out to client and confirm blog topics of the month for April	AG Marketing Goal 2: Blog Posts	March 31, 2025	0	Forgone
Calculate drop off rates across each stage of AGuard onboarding process	(AG) Google Ads	March 3, 2025	0	Forgone

‣

February 2025

Task Detail	Project	Due Date	Hours	Status
Finalize newsletter unsubscribe link HTML tag	AG Marketing Goal 4: Newsletter	February 27, 2025	0.25	Completed
AG- Savannah/Eli - March Blog Posts - White labeled Insurance Video	AG Email	February 25, 2025		Completed
Follow up with client via email for video, share any tips and tricks making video, create new task to check-in	AG Marketing Goal 2: Blog Posts	February 27, 2025	0.1	Completed
Email client that 2nd feb blog post is live	AG Marketing Goal 4: Newsletter	February 25, 2025	0.1	Completed
Follow up with client via email for video, share any tips and tricks making video, create new task to check-in	AG Marketing Goal 2: Blog Posts	February 24, 2025	0.1	Completed
AG - Eli - AGuard Newsletter Template	AG Email	February 24, 2025	0.1	Completed
Create the filter view in airtable for newsletter customer segments. 1. Current customers 2. Leads who interacted with the submission form within 6 months	AG Marketing Goal 4: Newsletter	February 25, 2025	0.5	Completed
Reach out to finalize the client list we should use, ie people who started but never completed, current clietns, existing clients, etc. Let them know currently have 9,974 clients in Airtable databse	AG Marketing Goal 4: Newsletter	February 20, 2025	0.2	Completed
Send march blog posts to the client	AG Marketing Goal 2: Blog Posts	February 28, 2025	0.25	Completed
Finalize march blog posts	AG Marketing Goal 2: Blog Posts	February 26, 2025	0.5	Completed
March topics: check in on client on blog videos for white labeled insurance	AG Marketing Goal 2: Blog Posts	February 27, 2025	0.2	Completed
AG - Eli / Solomon - Application Fix	AG Email	February 17, 2025	0.5	Completed
Add 2 new blog posts to aguard’s website. Post one this week and schedule the 2nd blog post to go live on February 25th	AG Marketing Goal 2: Blog Posts	February 11, 2025	1	Completed
AG - Eli/Solomon - Application Updates/Changes	AG Email	February 19, 2025	1	Completed
Help connect befree newsletter HTML with SendGrid email service provider	AG Marketing Goal 4: Newsletter	February 18, 2025	0.2	Completed
Follow up with client via email for video, share any tips and tricks making video, create new task to check-in	AG Marketing Goal 2: Blog Posts	February 18, 2025	0.1	Completed
Email client once each blog posts is live on the site, create new task to email client for next blog post	AG Marketing Goal 2: Blog Posts	February 12, 2025	0.1	Completed
Reviewing aoki fillout changes	AG Miscellaneous	February 10, 2025	1	Completed
March topics: make sure that aguard blog post talk about the new trend for non insurance businesses to offer insurance but it’s white labelled and theyre just in it for the money. Then blog post about why white labelled insurance is bad https://www.pushpress.com	AG Marketing Goal 2: Blog Posts	February 26, 2025	0.5	Completed
qa: Aguard \| Application Updates/Changes FILLOUT	AG Miscellaneous	February 5, 2025	5	Completed
Go over initial marketing action plan and creative brief document structure with team	AG Marketing Goal 3: Organic Social Media	February 10, 2025	0.5	Completed
Stage 1: Create ad creative themes based off of brand messaging guidelines	AG Marketing Goal 3: Paid Social Media	February 27, 2025	3	Completed
Send newsletter out to aguard customers	AG Marketing Goal 4: Newsletter	February 27, 2025	0.25	Completed
Make any client requested revisions to newsletter	AG Marketing Goal 4: Newsletter	February 24, 2025	0.25	Completed
Connect sendgrid to airtable	AG Marketing Goal 4: Newsletter	February 13, 2025	0.25	Completed
Create sendgrid account for aguard	AG Marketing Goal 4: Newsletter	February 13, 2025	0.75	Completed
Send designed newsletter to client	AG Marketing Goal 4: Newsletter	February 20, 2025	0.5	Completed
Finish fully designed newsletter	AG Marketing Goal 4: Newsletter	February 19, 2025	2	Completed
Revise newsletter template	AG Marketing Goal 4: Newsletter	February 18, 2025	1.5	Completed
Eli to review newsletter template	AG Marketing Goal 4: Newsletter	February 12, 2025	1.5	Completed
Share blog posts with Mohit so he can add them to the website with client exclusion screenshot and schedule them	AG Marketing Goal 2: Blog Posts	February 11, 2025	0.5	Completed
Send two feb blog posts to client	AG Marketing Goal 2: Blog Posts	February 7, 2025	0.1	Completed
Aguard design newsletter template	AG Marketing Goal 4: Newsletter	February 12, 2025	4	Completed
Finalize two feb blog posts	AG Marketing Goal 2: Blog Posts	February 5, 2025	0.5	Completed
Update single blog post page to match new design	AG Marketing Goal 2: Blog Posts	February 5, 2025	4	Completed
Update blog page to match new design	AG Marketing Goal 2: Blog Posts	February 5, 2025	4	Completed
Feedback implementation of Design blog post and blog post single template	AG Marketing Goal 2: Blog Posts	February 5, 2025	0.5	Completed
Share design with developer to create in Divi	AG Marketing Goal 2: Blog Posts	February 5, 2025	1	Completed
Share webpage URL with one blog post/article created on it with client	AG Marketing Goal 2: Blog Posts	February 5, 2025	1	Completed

‣

January 2025

Task Detail	Project	Due Date	Hours	Status
AG - Eli/Solomon - Help with application	AG Email	January 31, 2025	0.25	Completed
AG- Eli - New Payment Link Is Live	AG Email	January 28, 2025		Completed
Show decline message for AGuard payment method	AG Integration New Itransact Account	January 31, 2025	1	Completed
qa: loko into i’m renewing email not updating	AG Miscellaneous	January 27, 2025	0.5	Completed
AG - Help with application	AG Miscellaneous	January 23, 2025	0.5	Completed
AG - Eli/Solomon - Fwd: Upcoming Gym Insurance Renewal COREFIT, LLC DBA: CROSSFIT 51	AG Email	January 27, 2025		Completed
AG- Eli/Solomon - New Payment Link Is Live	AG Email	January 27, 2025	0.5	Completed
Call with Chris to finalize functionality for payment provider	AG Research New Payment Providers AG Integration New Itransact Account	January 23, 2025	1	Completed
Check-in on site review, create next task based on what is found	AG Site Review	January 26, 2025	0.25	Completed
complete audit of aguard site because they had dummy content in about page. Review all published pages and list which ones can be drafted as well as any recommended updates to pages	AG Site Review	January 29, 2025	2	Completed
Check-in on payment form being updated for aguard	AG Research New Payment Providers AG Integration New Itransact Account	January 27, 2025	0.5	Completed
Confirm secret worked and complete final review to go live	AG Research New Payment Providers AG Integration New Itransact Account	January 23, 2025	0.5	Completed
Check-in on integration and confirm we can go live, create task to let them know we could save their card information on-going	AG Research New Payment Providers AG Integration New Itransact Account	January 22, 2025	0.5	Completed
Intgration new payments page api into portal and test	AG Research New Payment Providers AG Integration New Itransact Account	January 22, 2025	1	Completed
AGuard - Eli/Solomon - Application updates	AG Email	January 21, 2025	0.5	Completed
Look into why this automation is erroring on sending attachments, and fix it	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	January 21, 2025	1.5	Completed
Follow-up on itransact sending response, create task to integrate and test	AG Research New Payment Providers	January 19, 2025	0.5	Completed
Email: Marketing Project Scope & Hours	AG Email	January 16, 2025	0.1	Completed
Airtable Automation Error: Application Completed - Send Email - Airtable	AG Automation Runtime Errors	January 17, 2025	0.25	Completed
AGuard draft email on marketing project hours	AG Marketing Goal 2: Blog Posts	January 15, 2025	1	Completed
qa: new blog posts. Pushpress has an athletic accident medical insurance exclusion (could bankrupt a gym) video is the dumpster fire with the poop emoji he’s going to reference everspan and recreate the video, athletic participant exclusion	AG Marketing Goal 2: Blog Posts	January 15, 2025	1	Completed
AG - Solomon/Eli - HELP! FW: New Location Application - the om spot llc	AG Email	January 15, 2025	0.5	Completed
qa: Review itransact documentation	AG Research New Payment Providers	January 17, 2025	0.5	Completed
Email : Portal Update	AG Email	January 10, 2025		Completed
Email: Personal Trainer Submission/ Add Question	AG Email	January 15, 2025	0.5	Completed
Email: Epay Log In Code	AG Email	January 10, 2025		Completed
qa: Fix workers comp application to show owners listed, and re-send the pdf	AG Miscellaneous	January 8, 2025	0.5	Completed
Email : Worker's Comp Application Update	AG Email	January 8, 2025		Completed
Email: AGuard Application	AG Email	January 8, 2025	0.5	Completed
Email: Application changes we noticed	AG Email	January 8, 2025		Completed
Email: HELP! TGP Fitness Three LLC / APPLICATION	AG Email	January 8, 2025	0.5	Completed
qa: send call follow-up with timelines for the next few months and what sfotware we use to make sure we’r eposting on everything	AG Email	January 7, 2025	0.5	Completed
make sure that only shows questions they answer in the mail and does not show any taht aren’t email, confirm that the formatting is looks good, looks through a few. And reusbmit a few recent ones. Once all changes are done upload to markup and send to team	AG Miscellaneous	January 8, 2025	0.5	Completed
AGuard call outline	AG Marketing Goal 2: Blog Posts	January 7, 2025	0.75	Completed
qa: Fillout application formatting issues and misused fields	AG Miscellaneous	January 7, 2025	0.6	Completed
Email: New Location Application - andy.hendel@crossfit.com	AG Email	January 8, 2025	0.5	Completed
Email: Event brite - QR code	AG Email	January 8, 2025	0.2	Completed
AGuard marketing timeline	AG Marketing Goal 2: Blog Posts	January 7, 2025	0.75	Completed
Email: Worker's Comp Application Update	AG Email	January 6, 2025		Completed
Review AGuard Google Ads and look at keywords	(AG) Google Ads	January 2, 2025	0.5	Completed
Research integration with e-pay	AG Miscellaneous	January 7, 2025	0.75	Completed
Create a “Backport on demand” function that migrates forms from legacy gravity forms clients when they login	AG Miscellaneous	January 1, 2025	0	Forgone
AGuard Google Ads Weekly Report (Now included in MONTHLY report)	(AG) Google Ads	January 9, 2025	1	Completed
qa: Figure out how to improve aguards google ranking for next reporti	AG Miscellaneous	January 3, 2025	0.5	Completed
Test and go live with new form software	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	January 3, 2025	2	Completed

‣

December 2024

Task Detail	Project	Due Date	Hours	Status
Update new application submission email to aguard team to include all information	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 28, 2024	1	Completed
Email: HELP! FW: New submission to Workers Compensation form	AG Email	December 26, 2024	0.5	Completed
Respond to ag email	AG Email	December 21, 2024	0.5	Completed
Complete application and confirm that the notification shows when all application compelt	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 20, 2024	0.25	Completed
Review PDF Generation in AGuard	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 28, 2024	0.5	Completed
Update steps bar and the notification once completed	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 19, 2024	1	Completed
Make the final listed updates in order to send to client to review	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 19, 2024	0.5	Completed
AGuard Test New Forms Software as Demo Applicant	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 19, 2024	1	Completed
qa: Follow-up with Kristen sending e-pay info over and create task to look over how it will be integrated, kristen send what she’s excited about being integrated	AG Miscellaneous	December 30, 2024	0.5	Completed
qa: Upload holiday video t youtube	AG Miscellaneous	December 17, 2024	0.5	Completed
Create a view for AGuard for all the clients that are going to have their forms migrated	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024	0.5	Completed
🛳️ Replace holiday logo with the normal logo and email client to let them know	AG Holidy Themed Logo's	December 26, 2024	0.2	Completed
qa: Send aguard customer profiles and messaginge guidelines	AG Miscellaneous	December 17, 2024	0.5	Completed
Email: Possible change to form submission screen	AG Email	December 10, 2024		Completed
qa: First blog post about holiday parties, use video	AG Marketing Goal 2: Blog Posts	December 16, 2024	0.75	Completed
qa: Follow-up with Kristen sending e-pay info over and create task to look over how it will be integrated, kristen send what she’s excited about being integrated	AG Miscellaneous	December 17, 2024	0.5	Completed
qa: AG Call Outline	AG Miscellaneous	December 13, 2024	0.5	Completed
AG Email: Create simple blogpost from the video shared, no content required. need done asap and shared with Vaughn	AG Email	December 17, 2024	1	Completed
AG Email: Possible change to form submission screen	AG Email	December 10, 2024	0.1	Completed
Give final review of messaging guidelines to present on call	AG Marketing Goal 1: Create Messaging Guidelines	December 5, 2024	2	Completed
Email: FW: New submission from Choose A Payment Method & Request E-Signature Document	AG Email	December 5, 2024	0.5	Completed
qa: Outline action items for AG call	AG Miscellaneous	December 13, 2024	0.5	Completed
Confirm no changes need ot be made	AG Marketing Goal 1: Create Messaging Guidelines	December 5, 2024	0.5	Completed
qa: Confirm that all forms are ready to go to be integrated next week by dev	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 6, 2024	0.5	Completed
Add holiday logo to site and email client to let them know it has been udpated	AG Holidy Themed Logo's	December 16, 2024	0.2	Completed
AGuard Google Ads Weekly Report	(AG) Google Ads	December 3, 2024	0.75	Completed
AGuard Google Ads Weekly Report	(AG) Google Ads	December 10, 2024	0.75	Completed
Completed: Send messaging guidelines to client	AG Marketing Goal 1: Create Messaging Guidelines	December 2, 2024		Deliverable Due
Setup flood application pdf to automatically generate and store in airtable on form completion	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 2, 2024	1	Completed
create pdf generation of application on last form fillout using fillout integration	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 18, 2024	2	Completed
Go live (goal of week of Dec 9th launch)	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024		Deliverable Due
add property sub form that was created by MOHIT to the application when someone selects they want flood insurance, see email with Aguard for reference	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024	2	Completed
add the works comp fillout form as a new step between property and current insurance only to be filed out if they select they want it, see aguard email	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024	4	Completed
confirm that current live applications being worked on work with the new fillout forms, and that entire process works and go live	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024	5	Completed
Completed: Add sub forms, start testing	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 6, 2024		Deliverable Due
Create interface for clients to edit and view application	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 2, 2024	3	Completed
Create script to back-port all current application data from website to Airtable	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024	6	Completed
Completed: Create pdf, update portal to use fillout, backport data	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 6, 2024		Deliverable Due
Outline all portal code updates that will need to be made in order to integrate Fillout	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 13, 2024	1	Completed
update portal code to use display fillout forms in the application:A	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 16, 2024	7	Completed
show mohit how to connect all new client application data into the final form so that PDF can be generated	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 13, 2024	0.5	Completed
make the listed property form updates sent by Megan to the Property fillout form	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 3, 2024	2	Completed
Completed: Review current application to integrate quick wins and videos.	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	December 5, 2024		Forgone
Develop on AGuard Brand Messaging	AG Marketing Goal 1: Create Messaging Guidelines	December 3, 2024	2.5	Completed
EMAIL: Additional Commercial Fitness Center Property Changes	AG Email	December 16, 2024		Completed
Link Workers Comp App to Aguard Application	AG Email	December 16, 2024	1	Completed
Follow-up on how research is going	AG Research New Payment Providers	December 13, 2024	0.25	Completed
AGuard needs mailgun or sendgrid account to restore New Application Email followups	AG Miscellaneous	December 2, 2024		Forgone

‣

November 2024

Task Detail	Project	Due Date	Hours	Status
AGuard Google Ads Weekly Report	(AG) Google Ads	November 26, 2024	0.75	Completed
AG Email: FW: New submission for your "Client Application - Start" form	AG Email	November 30, 2024	0.2	Completed
Design blog post and blog post single template	AG Marketing Goal 2: Blog Posts	November 30, 2024	2	Completed
Confirm if vaughn wants it added for the whole month, create new task to add to site	AG Holidy Themed Logo's	November 30, 2024	0.2	Completed
Send Google Reports	(AG) Google Ads HL Google Ads Service Klesk Google Ads Service	November 26, 2024	0.25	Completed
Check-in on designer	AG Holidy Themed Logo's	November 27, 2024	0.5	Completed
Confirm if logo desienr can work, if look for one on fivver, create task	AG Holidy Themed Logo's	November 25, 2024	0.5	Completed
Get AG logos square away	AG Holidy Themed Logo's	November 25, 2024	0.5	Completed
Look at Aguard revenue performance with retained leads in CRM	(AG) Google Ads	November 21, 2024	1.25	Completed
Email Vaughn recommending where to put the logos and not having them new client facing	AG Miscellaneous	November 21, 2024	0.25	Completed
Provide Eli with deliverable due dates for aguard marketing goals and sent client email	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	November 19, 2024	1	Completed
Provide content structure and blog post design themes for Eli	AG Marketing Goal 2: Blog Posts	November 26, 2024	1.25	Completed
AGuard Google Ads Weekly Report	(AG) Google Ads	November 11, 2024	0.75	Completed
Confirm that multiple fillout forms can be cr5eated from on airtable table and update one row	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 18, 2024	0.2	Completed
Create airtable table and fillout form, like works comp, for all flood application questions that stores to airtable (see agaurd email for pdf to use to create form)	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 30, 2024	2	Completed
Completed: Create airtable table, fillout forms, make property updates	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 22, 2024		Deliverable Due
recreate each gravity form in fillout connected to the Applications table	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 20, 2024	5	Completed
create new table in Aguard airtable called Applications and add all gravity form questions from the following forms to it	AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 18, 2024	4	Completed
Create timeline and outline tasks for AGuard Marketing scope	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	November 18, 2024	1.75	Completed
Create delivery dates for scoped agaurd projects	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 17, 2024	2	Completed
Get videos uploaded to youtube	AG New Site Design & Launch	November 13, 2024	0.5	Completed
Delete g-meta-keywords from Affiliate Guard	AG Email	November 12, 2024	0.1	Completed
AGuard Google Ads Weekly Report	(AG) Google Ads	November 19, 2024	0.75	Completed
Follow-up on scope, create new task to check-in	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	November 12, 2024	0.25	Completed
Email: Heads up! One of your plugins has a security issue	AG Email	November 10, 2024	0.1	Completed
Once videos sent add them to design and go live with updates on affiliateguard.info	AG New Site Design & Launch	November 20, 2024	3	Completed
Create scope for application updates and then send email to aguard	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content AG Migrate New Client Application To New Form Software & Integrate Sub Forms	November 8, 2024	1.5	Completed
Finalize into a presentation	AG Email	November 7, 2024	1	Completed
Check-in on dev	AG New Site Design & Launch	November 7, 2024	0.5	Completed
Review aguard requests in and aplan https://docs.google.com/document/d/1olSz1UuoawQl3MFPBua0VqVQC1LLO6j3RlQyORiAW7Q/edit?usp=sharing	AG Email	November 7, 2024	1	Completed
Figure out how we’re going to maek the workers comp update to the new client application	AG Email	November 7, 2024	1	Completed
Email: Changes / New submission to Workers Compensation form	AG Email	November 6, 2024	0.33	Completed
Check-in on dev	AG New Site Design & Launch	November 6, 2024	0.5	Completed
Send Google Ad Reports	HL Google Ads Service (AG) Google Ads Klesk Google Ads Service	November 12, 2024	0.25	Completed
AGuard Google Ads Weekly Report	(AG) Google Ads	November 5, 2024	0.75	Completed
Check-in on dev	AG New Site Design & Launch	November 5, 2024	0.5	Completed
Check-in on approval, create task to develop and launch	AG New Site Design & Launch	November 3, 2024	0.5	Completed
Once design approved have developer add to hero section and add update slider design to match figma and create mobile version	AG New Site Design & Launch	November 3, 2024	1	Completed
Setup so when renewal complete new client application stop renewal emails	AG Miscellaneous	November 5, 2024	0.5	Completed
Email: Updates & Changes to Portal & Application (Changes 5/11 Done)	AG Email	November 1, 2024	2	Completed
AG Email: Application Help	AG Email	November 7, 2024	0.5	Completed

‣

October 2024

Task Detail	Project	Due Date	Hours	Status
Email: Worker's Comp Questions & PDF page for separate Worker's Comp Landing Page on AGuard Website	AG Email	October 30, 2024	0.27	Completed
AGuard Google Ads Weekly Report - send email Tuesday	(AG) Google Ads	October 29, 2024	0.75	Completed
Email: Updates & Changes to Portal & Application	AG Email	October 25, 2024	0.27	Completed
Email: HELP*FW: Follow Up - CINCOfit	AG Email	October 24, 2024		Completed
Aguard Airtable Automation Error: Client Added -> Add Next Action - Airtable	AG Automation Runtime Errors	October 23, 2024		Forgone
Make sure formatting for workers comp is correct, confirm email notification is being sent out when new record added, then send email letting htem know it is done	AG Email	October 23, 2024	1	Completed
Add logo section and new video section to Aguard Template 32 design	AG New Site Design & Launch	October 26, 2024	1	Completed
Add T&C’s to website and link in footer menu next to privacy policy	AG Miscellaneous	October 22, 2024	0.5	Completed
Email: Help / Not receiving financing payment notifications	AG Email	October 18, 2024		Completed
AGuard Google Ads Weekly Report - send email Tuesday	(AG) Google Ads	October 22, 2024	0.75	Completed
Review videos created and send to client and ask for input on using https://www.videoask.com	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	October 22, 2024	1	Completed
Once video frames changes, send out to get confirmation on design and updates on the videos sent, create task to check-in and develop	AG New Site Design & Launch	October 28, 2024	0.5	Completed
Clip first video shot so that it can be sent to client to review and added to homepage	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	October 21, 2024	3	Completed
AGuard create scope for paid campaign and overall tie together organic campaign scope and newsletter scope	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	October 25, 2024	2	Completed
Create scope for newsletter	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	October 24, 2024		Completed
Create scope for organic campaign	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	October 24, 2024		Completed
Once t&c’s approved add to the website	AG Miscellaneous	October 22, 2024	0.25	Completed
Get client logo’s and add to design then create new task to check-in and assign to dev	AG New Site Design & Launch	October 22, 2024	0.25	Completed
Check-in on sending details and if sent create task to research, if not create task to follow-up	AG Research New Payment Providers	October 22, 2024	0.25	Completed
Review aguard videos and add to website design	AG Miscellaneous	October 15, 2024	0.5	Completed
Need to outline and scope how aguard can increase brand presence and grow	AG Scope To Create & Launch Complete Branded Campaign With Long Form Content	October 15, 2024	1	Completed
outline creating a visual graphic of onboarding and moving to airtable	AG Miscellaneous AG Create Visual Outline Of Onboarding	October 15, 2024	1	Completed
Check-in on sending destails then create new project to switch payment provider, send problems and big picture items and then we review	AG Research New Payment Providers	October 15, 2024	0.5	Completed
Aguard call 10/10	(AG) Google Ads	October 10, 2024		Completed
Email: Worker's Comp Questions & PDF page for separate Worker's Comp Landing Page on AGuard Website	AG Email	October 23, 2024	2.5	Completed
Prepare for aguard call and review emails	AG Email	October 9, 2024	0.5	Completed
Email: 3 Emails from AGuard, below are the Email titles:	AG Email	October 10, 2024		Completed
AG Email: Help! FW: Follow Up	AG Email	October 9, 2024	0.5	Completed
Go over google ads account view so that Aguard can complete advertiser verification	(AG) Google Ads	October 3, 2024		Completed
AG Email: Kasey Carteledge; Getfittenino@gmail.com	AG Email	October 3, 2024		Completed
Review Aguards google ads view (reference email)	(AG) Google Ads	October 3, 2024	0.25	Completed
Review Aguards google ads view (reference email)	(AG) Google Ads	October 3, 2024	0.25	Completed
AG Email: FW: new affiliate links	AG Email	October 7, 2024	0.5	Completed
AGuard Google Ads Weekly Report - send email Tuesday	(AG) Google Ads	October 8, 2024	0.75	Completed
AGuard Google Ads Weekly Report - send email Tuesday	(AG) Google Ads	October 1, 2024	0.5	Completed
Redesign the next two sections of aguard site. Get approval on adding the videos	AG New Site Design & Launch	October 27, 2024	1	Completed
Get client logo’s and add to design then create new task to check-in and assign to dev	AG New Site Design & Launch	October 15, 2024	0.25	Completed