19
Incomplete
3
Due This Week
4
Due Jul+
7
Unassigned
Setup
2 remaining
→
Solidify Buckets / Personas — Develop Document for Client
Tammy Graham
Due Jun 16
○
Set Up Call Rail Tracking for Sales Landing Pages
Savannah Pessin
Due Jul 8
Production
2 remaining
→
Coordinate 2nd Shoot with Graphicka
Tammy Graham
Due Jun 22
→
Produce Testimonial Video(s)
Tammy Graham
Due Jun 24
Web
9 remaining · ⚠ 5 Unassigned
!
Rich — Coordinate & Execute DNS Switch to New WordPress Site
⚠ Unassigned
Due Jun 11 — Tomorrow
B
Bob — Provide Google Analytics, Search Console & Google Ads Access CLIENT ACTION
⚠ Unassigned
Due Jun 12
B
Bob — Send Go High Level Access / Account Questions to Agency Team CLIENT ACTION
⚠ Unassigned
Due Jun 12
→
Prepare CRM Options Package for Client
Madison Peckham
Due Jun 15
→
Rich — Update Website to Emphasize Always Operating Initiative
⚠ Unassigned
Due Jun 26
→
Export All Leads / Data from Go High Level Before July 1 Cutoff
⚠ Unassigned
Due Jun 30
○
Revisit Merchant Account & E-Commerce for Airnetic Safety
⚠ Unassigned
Due Aug 28
○
Create Product Line Landing Pages
Madison Peckham
No Due Date
○
Review Dropbox Testimonials and Case Studies Folder
⚠ Unassigned
No Due Date
Email / CRM
2 remaining
→
Need Current Prospecting Contact List (or CRM Decision)
Tammy Graham
Due Jun 17
→
Start New CRM Account with Segments by Bucket & Product Type
Madison Peckham
Due Jun 24
Creative
4 remaining · ⚠ 3 Unassigned
→
Ad Design for JAVMA — August Full Page
Madison Peckham
Due Jun 17
○
Ad Design for JAVMA — September Full Page
⚠ Unassigned
Due Jul 15
○
Practice Marketing Toolkit
⚠ Unassigned
No Due Date
○
Vet Together Event
⚠ Unassigned
No Due Date
Visual Overview · By Week · Incomplete Tasks Only
Task Timeline — June through August 2026
Task
W1Jun 8–14THIS WEEK
W2Jun 15–21
W3Jun 22–28
W4Jun 29–Jul 5
W5Jul 6–12
W6Jul 13–19
W7Jul 20–26
W8Jul 27–Aug 2
AugAug 28
—No Date
Setup
Solidify Personas / BucketsTammy Graham
Call Rail Tracking SetupSavannah Pessin
Production
Coordinate 2nd Shoot w/ GraphickaTammy Graham
Produce Testimonial VideosTammy Graham
Web
DNS Switch — New WordPress Site⚠ Unassigned
Bob — Google Analytics / Ads Access⚠ CLIENT ACTION
Bob — Go High Level Access⚠ CLIENT ACTION
Prepare CRM Options PackageMadison Peckham
Rich — Always Operating Update⚠ Unassigned
Export Leads from Go High Level (Jul 1 Cutoff)⚠ Unassigned
Revisit Merchant Account / E-Commerce⚠ Unassigned
Create Product Line Landing PagesMadison Peckham
Review Dropbox Testimonials Folder⚠ Unassigned
Email / CRM
Prospecting Contact ListTammy Graham
CRM Account SetupMadison Peckham
Creative
JAVMA August Full Page AdMadison Peckham
JAVMA September Full Page Ad⚠ Unassigned
Practice Marketing Toolkit⚠ Unassigned
Vet Together Event⚠ Unassigned