Read-only GHL reconciliation for daily Client Services report
Jon · Visita · Livedue —
John: reconcile brand evidence and prepare gated website change assessment
John · Pro Merchant Savings · Livedue —
Jeremy: load approved review sequence inactive
Jeremy · Your Junk Pro · Livedue —
Lance: verify existing GHL client user grants read-only
Lance McHan · Lance McHan Realtor · Onboardingdue —
Geri: confirm ongoing fees today after holding reply
Geri · Greenberg Chiropractic & Acupuncture · Livedue —
Kickoff confirmations: label time zone and enforce client quiet hours
Lance McHan · Lance McHan Realtor · Onboardingdue —
URGENT Peter / A Royals: submit existing Google verification pack and return actual case receipt
Peter · A Royals Towing LLC · Livedue —
Behind clients — Launch Agent: A Royals verification + texting, Jeremy/Clearview/AT Towing phone numbers
Jon · Visita · Livedue —
Behind clients — Client Services: Michele sign-in, Lance + Victoria kickoff prep, Oscar, Ziq, unverified checklists
Lance McHan · Lance McHan Realtor · Onboardingdue —
Behind clients — CTO: sheet write access, A Royals upload, Michele sign-in, HEIR calendar, JETZ/John proof
Stephanie · HEIR Cafe & Events · Livedue —
John / Pro Merchant: verify complaint history and prepare exact reply for Dan
John · Pro Merchant Savings · Livedue —
Put all the context everything you and Greg spoke about today as it relates to marketing, Donald miller, outreach strategies etc from today
Jon · Visita · Livedue —
Victoria: send Fulfillment OS onboarding by text/email and own follow-up
Victoria Clemans · Law Offices of Victoria Clemans · Onboardingdue —