All historical work records and time tracking

Complete page development

Check-in on leads being categorized by matter type and create new task

Outline next steps and tasks for the tenant portal and assign a due date

Outline next tasks to automate retaining process and create a due date

Create 2 new blog posts, add to doc, set to review on call.

Update the rest of the inner pages

Update practice area page and templates and blog

Update global site settings and style to use the new theme, confirm all pages look good with new formatting. Create new homepage and get started page and launch changes

Confirm practice areas are adding for every conversatoin

Review dirks email and respond

Outline and scope “I decided that we do want to have a retail sales portal on our website. I want to have two sections, though, one for retail and one for wholesale accounts”

Find someone to design the ammo box

Send follow-up message to tamara and them to add matter types, send them link

Create tasks for: Create campaign for reviews don’t do it for retained and if it doesn’t work then do leave review and get $10 certificate

Check-in on leads being categorized and create new task

Confirm practice areas are adding for every conversatoin

Compile management metrics for Hepworth

Review developed page and create next step

Hepworth Legal leads aren't populating the matter description in Airtable. I have been having to manually add it.

Confirm second dev and create task to review devs new page

Do initial test of go live process, then outline task for going live

Confirm practice areas are adding for every conversatoin

Create tasks based on call input

finalize design for review on call

Review the automation, email and have hepworth add his email account

Check-in on google ads performance and create weekly report, create new task to do next week

Confirm plan for real estate and send to hepworth to review

Need to think through how to help hepworth with reviews

Confirm dirk paused experiment and inccreased cpa, create task to check-in on getting play for real estate

Outline what doing a tenant AI portal would look like

Outline what it would look like to offer hepworth services to other lawyers

Plan: Expand the blog post calendar to do pt. 2 for each blog

Create a button hepworth can click that sends notes to the CSMS about their calls

Compile management metrics for Hepworth

Review, completed the 8 week content calendar. What next?

Check-in on leads being categorized and create new task

Go over lead management metrics and complete last require info

Update clio endpoint based on values to be used

Build out all additional page

Build out about us page

Build out practice areas and practice area template

Build out homepage

Finalize dev to build out site

Determine how best to go live and build out site

Create staging version of site to build out

Look for dev to hire build out site on elementor

Check-in on google ads performance and create weekly report, create new task to do next week

Create admin view and recurring task to check-in on CSMs filling it out, notify CSMs to start filling out information

Review two zarah issues found and figure out how to fix

Create 2 new blog posts, add to doc, set to review on call.

Change reporting to show leads (consults) on top of revenue, PI won’t show rev for a while

Look into sending out automatic review link after someone is marked closed in clio

Review if zarah can successfully record practice area, if so create next tasks to update prompts

Update zarah to parse the practice are and store it in an airtable field

Schedule call with Dirk to go over google ads

Setup site to be ready for dev

finalize design for review on call

Update interface with the new retainer flow using sign now and then notify tamara and team of the changes

Create a video for Update google ads report with revenue and cost

Review retaining process and outline the work to be done in order to optimize

review https://www.airtable.com/platform/ai on call

Make sure michael signs the overall contract https://docs.google.com/document/d/1O733f7BCCFx8Yaj7QH7WftfkJRzOwJG28l40Z1yoo0s/edit

Update formatting based on formatting listed in description

Need to improve mobile speed score of defamation defense page

Schedule for beg of march to look at giving refunds for non satisfied consults for just defamation consults

Send updated version of logo for review

Check-in and provide revisions to logo

Hire designer to design the landing page once sites they like are given

Hire dev to do redesign of logo

Redesign logo

begin page development

Finalize which option to move forward with for inventory management

Design landing page

Create page content and section outline

Confirm when research needs to be done

Do research for mwlp with 10 hours, for a new inventory mgmt program and start digital upgrade presence, police 1st, community orgs, gov, all wholesale client. Outline the initial tasks required

Plan “Need to update revenue to include collected as well “

Adjust incoming call and daily tasklist view in order to have CSMs record matter type

Develop the landing page

Think through what I could for hepworth if he spent more, how can I outsoure google ads more?

Update consult feedback to show all values in email so don’t have to go to airtable

schedule email with call recordings to go to andrewa@hepworthlegal.com

Give final review of hepworth legal site and make sure we remove any reference to MWLP in the website

Post blog post for hepworht

Confirm the type of real estate leads hepworth wants and doesnt want

Compile management metrics for Hepworth

update review link on https://www.hepworthlegal.com/consultation-feedback/google-review-slc

Need review shortlink for slc

Confirm next steps with page for hepworth

Confirm the practice areas that zarah can give free consult recommendations for

Finalize the designs to review on the call

Check-in on google ads performance and create weekly report, create new task to do next week

Create tasks and next steps for hewporth site upgrade, 60 hours over the next 30 days

Confirm email send out is working

Create 2 new blog posts, and schedule to post

Check-in on google ads performance and create weekly report, create new task to do next week

Provide feedback for hepworth designs

Setup automation to send SLC and South Jordan GMB leads to GMB for slc

Setup automation to send hepworth 3-5 recorded calls to listen to in order to imrpove csms along with the call conversion rate

Compile management metrics for Hepworth

Ask hepworth what his target cpa if PI

calculate how many leads and revenue gmb for south jordan and slc bring in

Provide feedback for hepworth designs

Please instruct Zarah to tell prospective clients (leads) that, in many cases, we offer same day consults. Encourage Zarah to try to see if they would be interested in booking that same day.

Create 2 new blog posts, add to doc, set to review on call.

Give dev login credentials once received

launch page and add to navigation

Confirm content for launch

Hire dev to build out hepworth fisher page

Add spacing to why work at this firm page and send to hepworth to review and launch

Review the designs sent

Make sure to break down leads by category now in mgmt metrics and figure out where to add goals on-going

Setup automation to send blog post notification to entire team to review

Check-in on google ads performance and create weekly report, create new task to do next week

Compile management metrics for Hepworth

Post blog posts once give confirmation from Michael copy is ok

Check if employment leads uptick is coming from Google ads

Created new process for checking entries weekly and confirming all google ad submissions matchup

Debugged issue with form submissions and properly logging to airtable

Updated google ads form processing to hard set campaign value based on url submitted

Create 2 new blog posts, add to doc, set to review on call.

Compile management metrics for Hepworth

Post blog posts once give confirmation from Michael copy is ok

Review monthly report

Accept request for manager on hepworth google ads

Do complete, in-depth audit of campaign performance

Add PI to airtable campaign tracking for on-going revenue return

Look into blog post headings not being ormated properly

Build a why work at this firm page

Enable Business Premium account for sign now https://snseats.signnow.com/purchase/business_plans/pricing

Figure out vultur billing

Review the MWLP business plan to go over on our call

Create 2 new blog posts, add to doc, set to review on call.

Get confirmation to go live and publish

Check-in on google ads performance and create weekly report, create new task to do next week

Outline next steps for Hepworth retaining process and macro goals

Compile management metrics for Hepworth

Post blog posts once give confirmation from Michael copy is ok

Regenerate Clio API Keys, create new task

Design a why work at this firm page

Outline section and copy for a why work at this firm page

Review designed landing page, messaging and confirm we can continue

Review defamation lead calls, check-in on conversion rate

Work with liz to create a list of template messages to add

Mark new messages to show in daily task list, hide once responded to

Setup quickly start a new conversation with a contact in podium

Allow CSMs to quickly jump into the podium chat to respond

Log all incoming messages from podium into airtable

Setup zaps to create new signnow document links based on airtable actions and store in airtable with automated emails and texts for the person to sign then notify tamara and kelsie. See if possible to keep in daily tasklist. MAKE SURE can see signed retainer

Upload and setup all retainer documents as templates into SignNow

Create project for updating the site and plan out initial steps

Setup zarah to send slack message if messaging being sent is null or undefined

Complete last content revisions needed in order to go live

Check if anyone left the template review and if so change it out with a new one

NEED TO DO: Plan and setup free consult option for Zarah

Look into why last action is failing a bunch on march 27th 2:53pm pst

Create ad group and copy for personal injury then get confirmation to go live, create task to go live

Make sure that the logo on all the defamation and personal injury pages you’ve created are clickable and go to the homepage

Regenerate Clio API Keys

Create 2 new blog posts, add to doc, set to review on call.

Final review and send design to client

Make sure all custom code is in a reusable area of the site, send to hepworth to review

Go over retaining process and questions for macro over next week call

Make sure attorneys delete on sub pages when deleted on attorneys page

Need to update #s on defamation page

Adjust the landing page to have a universal menu that also allows the user to navigate the whole site still, make sure elements are global items and outline any final tasks that need to be done

Post blog posts once give confirmation from Michael copy is ok

Compile management metrics for Hepworth

Check-in on google ads performance and create weekly report, create new task to do next week

Create new landing page from copy in card, using the defamation landing page and replacing the copy with the copy in the card

Round of revisions to initial design done

Make sure old defamation page is converted to new defamation page and remove redirect

Create 2 new blog posts, add to doc, set to review on call.

Need to add statistics to law firm landing page

Outline what I need to know in order to help with the macro goals for hepworth legal

Outline a new landing page for the personal injury landing page, create tasks to launch landing page and ad group

Create project and tasks for podium to airtable integration

Send next steps to ryan and hepworth, show copy or just start building the landing page?

Setup sending an automated email to hepworth for terrible and not so great

Create false accusations ad group for $150 a day

Message liz about letting me know things

Compile management metrics for Hepworth

Post blog posts once give confirmation from Michael copy is ok

Check-in on google ads performance and create weekly report, create new task to do next week

Give final review of sales script to present on call

Add finalized logo to messaging guideliens

Review Zarah conversation with hepworth https://airtable.com/appS0LhkvZkx6CCOQ/pagZ9FK1kTtgTssV3/recBVmolhmonytGoG?home=pagWWQAgskRnYhjer

Create 2 new blog posts, add to doc, set to review on call.

Design a new landing page to use

Finalize an updated logo to include in the brand guidelines

Create messaging guidelines for future copy

Create landing page copy based on outline

Create section outline for the landing page

Confirm test integration with hepworth

Mark current conversion rate and create task to check-in weekly on conversion rate

Mark defamation ad leads in CSMs view, include call sales script, message them to use it on leads, create task to check-in

Create call sales script for CSMs use

Outline next steps for hepworth fisher landing page

Figure out how to get CSMs to use podium instead of ringcentral and see how we can use it more with airtable

Create test integration of signnow

Compile management metrics for Hepworth

Real Estate Advisor: Review hepworth real estate doc and recommend next steps

Check-in on google ads performance and create weekly report, create new task to do next week

Review EOM monthly report

Fix testimonials on defamatoin page

Create 2 new blog posts, add to doc, set to review on call.

Send video update to hepworth on how Zarah is doing, and stats on how my attorneys are doing with consults and the ratios of retained, resolved, not retained.

Figure out what needs to be done to move away from podium to stop paying $400 a month

Stop Vultr accounts for elerion, send slack message, will get back to it

Compile management metrics for Hepworth

Check-in on google ads performance and create weekly report, create new task to do next week

Add blog post section to defamation organic and paid landing page

Post blog posts once give confirmation from Michael copy is ok, create task for next wek

Create task for defamation lead next steps based on hepworth approval

Monitor bounce rate of new organic defamation landing page vs old

Map out what it would take to update hepworth site, give it to dylan, create project

Adjust last actoin selection to what is listed in desc

Move interactions list closer to the top so it’s easier to access

In interface time is listed incorrectly, no matter if it’s the client calling in or receipts of contacted when & notes left. correct all time & scheduling notes to match Mountain Standard Time (MST).

Add explanation to ““Set Consultation State to Consultation Scheduled” - what is this? & why?” in interface

Confirm that “Mark: Consult Not Wanted Lead Lost” doesn’t show twice and remove extras from the list

“Next Task Date” needs to be changed to “Last Task”. The next task is already updated & listed in the “Task to Complete” bar near the top of the page

Michael create loom video on retaining process, create task once done

Weekly Calls

Ask hepworth if he knows any real estate brokers

Check-in on google ads performance and create weekly report, create new task to do next week

Compile management metrics for Hepworth

Check-in on performance changes in keywords and analyltics for new defamation page, went live feb 22nd

Do in-depth review of Hepworth’s defamation lead intake and create project for it overall

Monitor bounce rate of new organic defamation landing page vs old

Confirm I can update organic page with high “Utah Defamation Lawyer” to redirect to the new page, if yes then do it

Regenerate Clio API Keys

Update organic landing page for defamation to new landing page, and create task to check-in on effectiveness and seo change

Review with michael: Would it be possible to program Airtable to allow multiple consults/multiple matters within one contact in the foreseeable future? For example, this lead here has a consult set with us this afternoon; however, he has previously consulted with us, so the fields are completed based on the prior consult.

Check-in on michael signing agreement and sign it mysefl

Check-in on google ads performance and create weekly report, create new task to do next week

Make sure to respond to kelsie

Look into replacing formstack with signnow

Have team do blog posts for hepworth, finalize the process, review posts

Go over Joe and his law firm

I just need a column to calculate the percentage of total retained vs total consults

Compile management metrics for Hepworth

Get email version of Zarah to stop saying fantastic AI attorneys

We need to make sure we have ads running for both plaintiff and defense sides of the cases. For example, the person who has been defamed, a plaintiff, can sue another person, the defendant. If we are representing the plaintiff, we call ourselves defamation prosecution attorneys, or defamation plaintiff attorneys. If we are on the defense side, then we say defamation defense like the ad.

Need to add that attorneys cannot email directly. only email info@

Update blog post template to focus on conversion

Go over retaining process recommendations with hepworth and discuss next steps

Within “Search All Leads”, make it possible to type only the 10 digit number without the (), spaces, or -.

Another change, I want to send a retainer on when the consultation status has been changed to “Pending Engagement” and all the other fields have been completed. Then, once the person signs the retainer and pays the retainer fee, then we will manually change the status to “Retained.”

Hey dude, this week can you help me create an Airtable view that shows me the retained consults by attorney ratio? I’d also like to measure their average retainer amount as well.

Check-in on google ads performance and create weekly report, create new task to do next week

Send michael agreement to not hold me liable for anything

Plan and outline how to tie increase in spend to a kpi to know if it’s effective. What to do to capture defamation market. Start blog posts again?

Need contigency to be sent to hepworth to sign

Check hosting and management upgrades

Compile management metrics for Hepworth

Check if anyone left the template review and if so change it out with a new one

Go over listed revisions and create tasks from them

Get approval to go live then go live with new zap

Confirm offline uploads are working

Add “False Allegations / Accusations” ad group and create ad copy, ended up pausing all keywords related to it

Update zarah to not confirm consult meeting times and create task in the future to give it consult data

Check in on conv % of defamation page, went live Jan 25th, then create task to take live on organic page and make sure cta is always visible

Check-in on google ads performance and create weekly report

Compile management metrics for Hepworth

Review google doc with revisions

Check if anyone left the template review and if so change it out with a new one

Check in on conv % of defamation page, went live Jan 25th

Look into importing revenue data to google

Review dev logs for new consult specifics parsing and determine if it works.

Try to integrate click to call with ring central

Connect podium incoming messages to airtable tasks, make sure to account for responses removing task

We need to be able to select the type of agreement in this box, and have it fill in the appropriate form in formstack:

Create post creation process, review process to post. Then create task to schedule all posts and next steps

Create Probate campaign with $50 per day spend

Check hosting and management upgrades

Review with Hepworth project to update Airtable CRM functionality

Send follow-up to michael about what went on this week

Review google ads

Check-in on all udpates working that were brought up on call with Niki

Check if anyone left the template review and if so change it out with a new one

Create Google Ads Weekly Report - Jan 21st - 20th

Need to create new commision report for any booking agent

Need Consult tab to tell the consulting attorney who scheduled the consult:

Complete in-depth review of zarah conversations and outline updated conversation model. Created dev logs and consult discussion V2 task parsing

Update tasks selection to be easier to choose and have less options

Confirm they created google doc with revisions, tell them to message me anytime they add something

Update documentation on how to send text messages

Check “Has to double mark consult not wanted”, set so only mark once

Compile management metrics for Hepworth

Change defamation and real estate spend and notify Hepworth leads in will be less but consults should stay the same

Get testimonials then go live with new defamation page on ads and mark the current conversion % and time on page in weekly report to see how it improves

Call with Nikki notes, need to turn into taks

Check if anyone left the template review and if so change it out with a new one

Have hepworth confirm new views and go live

Final review and round 2 of revisions for apge

Finish V2 Lead Intake interface and go live with daily Tasklist 2

Make sure to add billing to ai credits

Plan time to work on zarah upgrade adn what needs to eb done

Wait on Hepworht response to figure out best solution for retainer doc

Give final review to landing page and go live and add to ads, get written confirmation of copy from Hepworth

Pause eviction and make sure tenant is no more than $10 per click

Compile management metrics for Hepworth

Add comparison metrics to week previous. Google Ads Weekly Report - Jan 14th - 20th

Create video walk through to upload callrail data

Check for formstack support response to fix retainer pdfs not working sometimes

Outline a V2 of the lead view to simplify management

Check-in on developer progress with building page

Confirm hepworth responded to review

Check-in on developer progress with building page

Check-in on developer estimate to build page

Check for formstack support response to fix retainer pdfs not working sometimes

Google Ads Weekly Report - Jan 7th - 13th

Look into Fee Agreement link not pulling actual pdf anymore

Remind hepworth responded to review

Hire developer to build out the page

Hepworth confirm blog posts and landing page design

Keep working on probate but get rid of HOA and real estate and put all spend on defamation

Look into X spend and make sure it coincides with reset of credit, check-in on conversions

Finalize task descriptions based on Tamara’s document outline

Create review template people can copy to leave google review

Finalize landing page for hepworth call

Review designer update on new landing page

Confirm HOA campaign is successfully running

Confirm clio scripts ran to get revenue for ad leads

Create HOA campaign with $50 per day spend

Compile management metrics for Hepworth

Go live with botpress v2 that contains GPT 4

Zarah told this lead we have membership options starting at $19.

In follow-up email Zarah referred to itself as an attorney udpate to account for that

Try to optimize the call to text experience

Try to connect podium to airtable tasks that way all message follow-up is centralized, make sure all incoming messages that needs response are in daily tasklist

Turn back on X ads and make sure spend is less than $1k a month

Check to see if CPA for real estate went down and impression share increased due to now CPA limit

Make sure to apply X ads credit, last applied Jan 4th, create new task

setup zaps to use new bot

setup webhook integration with send sms

update all tasks to gpt 4

setup twilio integration and confirm that sending message pulls correct conversation history

Zarah told this lead we take payments as we go and that is generally not true.

Brainstorm what can be done to handle tamara being on leave

Google Ads Weekly Report - Dec 31st - 6th

Create content calendar for defamation focused blog posts

Look into adding X credit and create monthly task

Schedule call with tamara

Update that only legal cases in utah are handled

Check to see if impression share increase due to Budget Share increase

Create task to update callrail google ad leads every week, make sure google local leads arfe imported, add it to mohit’s tasks

Look into why consults are down this week

Check-in on designer progress and provide first roun do of revisions

Update that Hepworht only has attorneys in bountiful

Finalize the GPT prompt for future pages

Review google ads, create metric goals for the upcoming month

Find blog post template for hepworth with image generation

Have designer create landing page based off copy

Create process to post blog posts on X once posts created

Need to update notify consult cost stage to always run before send consult link & how to account for covnersatoin happenign then stages being followed

Setup ability for schedule consult link in zarah chat to have id at the end of the url and for 301 redirects to parse it and add it to client_reference_id

Plan how to move bot to new botpress workspace for gpt-4

Change angry notifications and zarah conversation angry to go to chat

Setup ability for schedule consult link in zarah chat to have id at the end of the url and for 301 redirects to parse it and add it to client_reference_id

Created reporting table for hewporth for zarah

Review google ads

Review X defamation campaign metrisc