All Tasks

Onboarding Call @ 2Pm

Email HVAC leads

Call HVAC leads

Finish Amazon Course

Cancel Localo

Get Walmart application approved

Cancel Brightlocal

Cancel Legacy Labs GHL

Create the video

Update all socials with new brand palette

Come up with new name for agency

Create new brand palette and apply to agency

Setup new X account

Change TikTok account name

Setup new Instagram account

Setup new Facebook account

Client Portal Updates

Client Portal form creates entry for for client automatically

Get SBA Women-Owned Small Business, or WOSB, certification

Update Sam.gov registration

Get business licence

Figure out why more charging stations aren't showing up

Ask Gemini for Help

Get proposal + contract vetted

Add photos to my GBP

Find Setter on Feed Coyote

Create Proof page

Websites Approach

Build checkout pages for each service

Upload PDFs to Claude

Connect Google Places

Templatize everything as sell to sell as CRM

Sign up for email marketing

Create automation for GBP pipeline

Build Sam.gov interface

Sell Sam.gov tools as template

Screening/hygiene layer for cold outreach emails

Add button for personally signed print copy

Do Cloudflare thing

Add Amazon Associates link for book and audio book

Create report in GA of how many clicks go to YT

Add Subscribe to YouTube on every page main site

Setup Looker Studio

Clipping Agency - Respond to email

Add Video Blog Screenshots to Feed Coyote

Create GBP only presentation

Receive Bing for Business postcard and validate

All in One presentation

Customize presentation for plastics surgeons

Build Reviews & Recommendations Pipeline

AI Automations Tool

Pipeline for Instagram Auto DMs

Outreach emails for GBP pipeline

Create outreach emails sequences for every pipeline

Define triggers and workflow of GBP pipeline

LinkedIn Business Profile

Marketing posts

Reviews and Recommendations service tool

GBP Audit tool

Export just the report as a PDF

Local Search audit tool

Social Media Audit tool

Create a reporting area where I create reports, store the reports, and send weekly reports to clients for whatever service I perform for them

Add a social media scheduling tool that lets me manage and post content for my clients directly from the dashboard.

Add 3 CNAME records for email

Create Project Terms page

Give spreadsheet link to GHL to create HVAC contacts

Create simple invoice generator

Add Terms of Service page to footer

Setup email in GHL

Update phone number on website to GHL phone number

A2P Messaging (SMS)

Add Chatbot to my site

Setup phone number in GHL

Add Focus Today button to New Task window

Create Bing for Business page for Safressia

Send Brad notes for testimonial

Setup Master Contract in Ignition

Sign up and test out Localo

Create Client Intake form, Project Management, Client Portal

Enable adding Contacts to Pipelines

Setup GBP contract

Setup Web Services in Ignition

Update business plan expenses

Clarify GBP Options

Add leads to my pipeline either from Localo, Personaible, or Instascaper

Setup Proposal in Ignition

Scrape Instascraper leads into my pipleline

Send email to Dan

Sign up for Ignition

Redesign Dan's site

Setup Bonsai Master Contract

Setup Bonsai Consulting Package

Diddy’s Alleged Prison Phone Could Add More Federal Time

Setup Bonsai med spa package

Setup Bonsai Services

Update schema and move to About Page

Bonsai brand theme

A Plumber Saved a Falling Commercial Airliner

Setup Bonsai Stripe

Setup Bonsai Invoicing

Setup Bonsai Consulting Proposal

Trump Takes Transgender Prison Policy Fight to Supreme Court

Create business plan

Base44 Live Coaching

Update About page so it lays out better

Add Client field on New Task window popup

Create my own GBP

Change phone number to Google Voice

BOP Just Changed When First Step Act Credits Start!

Add table support to documentation pages

Transfer Plastic Surgeon Notes to Documentation

Add formatting bar to Documentation pages

October 2026 Changes: Sentencing Guidelines, Gun Rights, Compassionate Release & Supreme Court

The Agency Freedom Formula

Microfirm Method Masterclass

Completed filter not showing tasks completed earlier than today

Update About page text

Nava+Bromberger and Bailey Pickett

Supervised Release MISTAKES That Can Send You BACK to Prison

First look at Method AI: Customization is a conversation

Add catgory filter for Documentation page

Update left navigation filter to toggle OFF if clicked again

Add redirect for videos page to blog video page

Create websites pipeline

Use ART to ask Claude for feedback on contract.

Signup for Xero

Prison Taught Me Homeless People Are STILL Not What I Thought

Create list view as call log as reporting for pipeline

Cancel Legacy Labs Base44

Move Contact Log to right column instead of bottom of page

Vets Post

Local Search Audit: Authentication required to view users

Can Base44 build voice agents?

GBP - Authentication required to view users

Bailee in Court Post

Move Safressia and Brad’s blog to new Base44

Feedback on generated PDF Contract

My Statement

GBP contract

Create pipelines for individual markets

GBP - Objectives

GBP - Services

GBP - Pricing

He Reached His Last Day of Supervised Release

GBP Deliverables & Timeline

Local SEO -- Objectives

Base44 Live Coaching

Local SEO - Services

He Lived Under a Bridge

Local SEO Deliverables & Timelines

Local SEO - Success Criteria

GBP - Success Criteria

Local SEO - Pricing

Local SEO - What We Need from You

Convert Video page to Video Blog

Separate Contact page in 2 pages

Pipeline for unsolicited contacts

Download Bonuses

Create XML sitemap for blog and add to Google Search Console

Grab Ibrahim's Loom script

Add paragraph about YouTube channel to About page

Document all the funnels, automations in GHL

Custom every for every client

Latest Hours report changes not appearing in Projects

Convert videos to thumbnails that link to video on YouTube

Research Call Back Assistants

Connect Stripe

Changed and page titles and URLs to be SEO friendly

Build automation for sending contract then invoice

Master Contract - Next Steps

Setup Aigency Valet

Setup invoicing

Wire blog to main site

Define master contract common information

Master Contract - Terms

Setup Personaible

Add new 2 posts (Ashlie & Job Fair)

Duplicate clients appearing in Hours report

Modify Booking page so lead agrees to receive SMS messages

Add Hours report to Admin Hub page

Research Trulinks & Corrlinks

Add ability to reorder projects in left navigation

Create Calendar page

Create Admin area with all internal pages on it.

Create column for training in Projects

Create Monthly Updates category

Build Pipeline tool

Reviews & Recommendations - Objectives

Add pipelines from GHL

Reviews & Recommendations - Services

Create Copy & Paste to Send to Inmates button

Build GBP Pipeline

Reviews & Recommendations - Deliverables & Timelines

Send data from Client Intake form to their contact record

Enable multiple categories

Modify +Client to pull Business Name from Contacts page

Move contact record details higher on the page

Remove Due Date filter

Finish blog posts

Build projects view

Create Contacts page

Create 80 hr week report

Add News category: change Forced Medication, monthly updates, Lyrics to News category

Repeating tasks

Add Focus Field

Create calendar view for tasks in Training project

Add Completed High Cost tasks from GHL

Change what determines what appears in Complete column

Update Instagram as personal brand

Meta Data added to website

Capitalize Overview

Add time tracking feature

Add Safressia and High Cost as clients

Update page titles to match blog post titles

Remove contact info from contact page

Update favicon

Update Agent (to myself) on Bizfiles.com

Create Discovery Intake form

Move Subscribe to YT button above picture

Add Completed Safressia tasks from GHL

Open business checking account

Setup social channels in GHL

Legacy Labs training

Setup Google Analytics

Rewrite blog posts

Register on Sam.gov

Find video footage for Brad

Post blog posts to Instagram

Post blog posts to Facebook

Move subscription button above picture

Create website