Once client pays -> Creating drive folder & sending the onboarding email

Creating the client Asana project & account manager initial email

New client admin -> ConvertKit, Client Tracker setup & other bits

Client completed onboarding -> responding to confirm (quickly!)

Arranging initial strategy call with the client

Booking calls with client using Zoom (or Google Meets)

How to do research for the initial strategy call

Performing the initial strategy call (live call recording)

Putting together client strategy (Game plan) - Pt. 1

Putting together client strategy (Game plan) - Pt. 2

Creating the Game Plan & requested peer review

How to perform a peer review (Keir reviews Game plan live recording)

Finalising & sending the Game Plan to the client

Importance of keeping the team updated

The Foundations stage on Facebook - Setting up the pixel, tracking, audience creation etc.

Setting up Aggregated Event Measurement on Facebook

Creative planning & writing brief to designers

Writing the initial copy drafts

Replying to Kiroku Game Plan email

How to perform a copy drafts peer review (Deni)

How to perform a copy drafts peer review (Keir)

How to perform a Google copy & keyword peer review (Gavin)

Reviewing & Finalising Copy After Client Comments/Suggestions

Creating the client campaigns on Facebook

Finishing the campaign & requesting captions for videos from Rev.com

How to perform a campaign peer review (Keir)

Creating the client reporting dashboard (using Oviond)

Sending client a walkthrough of their campaigns using Loom (Live walkthrough)

Adding the Rev.com captions to Facebook videos

Checking in on the campaign for first time

Allocating initial recurring tasks in Asana

Sending the first report email (3-4 days after launch)

Gav's review of Kiroku: What went well & didnt?

Writing the first weekly email