Name
Status
To Do
Count12
1
Review Proposal
2
Meet the Team
3
Audit Current Process
4
Capacity Planning
5
Personas and Psychographics - Business
6
Dependency Matrix
7
Scavenger Hunt
8
Audit LinkedIn Account
9
Drip Campaign plan
10
Contact Templates
11
Shock and Awe Template
12
Shock and Awe Campaign
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Type
Deadline
Status
Attachment(s)
Description
Labels
Event
7/24/2020
To Do
Discovery and Audit - 20 hours total Monthly Check Ins and Strategy Pivots - Up to 10 hours per month
Creative
7/27/2020
To Do
7/28/2020
To Do
Event
Deliverable
7/30/2020
To Do
How many clients do you need to make 7 figures?
Creative
Project
Event
Deliverable
8/3/2020
To Do
The purpose of creating a customer profile is to get crystal clear on who you are marketing to using all the details you have begun to gather about them. You can also have more than one ideal type of customer because sometimes your product or service is a good fit for several different “types” of people, so you’ll just need to create an avatar for each. That way, when you go to write a blog post, email or sales page, (or even create a new product), you’ll know exactly which customer profile(s) y
Creative
Deliverable
8/3/2020
To Do
Create a dependency matrix for all of our campaign tasks & deliverables to ensure that everything can be efficiently managed
Project
Deliverable
Event
8/5/2020
To Do
Once we have identified our target audience, its time to find them. Where we look will largely depend on what personas and avatars we build out. This process will be made repeatable, so that you can always have an ongoing hunt for new business running in the background.
Project
Event
8/6/2020
To Do
Social
Deliverable
8/10/2020
To Do
Finalized list of campaign ideas and tasks
Project
Deliverable
8/10/2020
To Do
Email, LinkedIn, Social Drip Campaigns can be easily scheduled and managed with 10-15 minutes per day. This will allow you to top off your pipeline daily/weekly so that you always have new clients in the works.
Project
Social
Deliverable
8/12/2020
To Do
This campaign is reserved for high value clients who have different buying cycles and criteria but a much higher LTV than the bulk of your client portfolio. These clients are unicorns and worth the extra effort.
Creative
Project
Deliverable
8/17/2020
To Do
Finalized list of campaign ideas and tasks
Project
12 records
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