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Done Report

Founder’s name: Stacey Bennett

Doer’s Name: Gineva Tecion

Month Covered: August 1-30, 2023

“ ”
During the month of August, I have been highly productive and have accomplished a variety of tasks in
the realm of graphic design, social media content creation, website revamp, learning new tools, and
drafting important documents.
Summary Impact to Your Business

Creating graphic designs to enhance the brand presence and engage the target audience. Overall, it can have a positive impact on various aspects of a business, including brand presence,
marketing effectiveness, user experience, productivity, security, communication, and customer
Developing a comprehensive 90-day social media content plan for strategic marketing. acquisition. These impacts can contribute to the overall growth, success, and sustainability of the
The SLC Group.
Undertaking a website revamp to improve user experience and functionality.

Learning and implementing the use of Notion for efficient project management.

Familiarizing with LastPass for enhanced password management and online security.

Diligently transcribing every meeting for accurate documentation and effective communication.

Drafting a compelling lead magnet to attract and engage potential customers.

What’s been working well? Achievements Challenges Action Items Doer University Attended

Our Social Media accounts are doing Creating graphic designs for the Designing Original and Unique Visuals: With the collaboration and cooperation Copy AI Badge
well especially linkedin account, month of August and scheduling Canva is a popular design tool, and of every member of the team, we
we've been able to increased our content to Facebook and LinkedIn many users may choose to use the surpassed successfully these
social media engagement. were increased brand visibility, same templates or design elements. It challenges we experienced. More
improved social media engagement, can be a challenge to create visuals research regarding the tool and
Using Notion is really helpful since effective communication of that stand out and differentiate your watched videos.
you can organize your tasks, projects, messages, increased social media brand from others.
meeting, SOPs and etc. reach, and streamlined content Dianne is the who told us that
management. Facabook and Linkedin have the
Scheduling software: scheduling features, so we've been
Completed the month of August At first, it is more challenging for me of doing for a couple of weeks now.
posting as per 90day social media scheduling content since Stacey
content calendar I created. haven't had any scheduling tools, so I
do it manually.
Online Course Portal Marketing Funnel Social Media Management Facebook Group Management Website and Blog

Build/Project Build/Project Build/Project Build/Project Build/Project


Set-up domain/subdomain, portal and Set-up funnel building tool on a custom Set-up social profiles Set up paid and/or free FB group Set up domain
plug-ins domain Design and upload banners/profile images Design banner/graphics Hosting
Add design and branding to the portal Integrate tool with Payment processor and Add welcome post
✔ Set-up automated social media posting tool Theme set up
Set-up initial course, modules and lessons CRM/email tool Housekeeping/description
✔ Conduct a competitor analysis Basic SEO
Integrate portal with CRM/email tool Build landing pages Set up membership questions
Set-up membership levels and automation
✔ Draft a 90-day social media plan Design blog and upload blogs
Apply brand colours and fonts to landing Joining similar Facebook
Create new member automated nurture to Apply images/copy/content
pages Groups for post inspiration (competitor
register in online portal Release/Ongoing research) Set up contact/opt-in forms
Apply copy, images and videos to landing
✔ Collating quotes Create a 90-Day Facebook Group Content Plan Set up pop-ups
pages
Release/Ongoing ✔ Designing images Create SOPs around members and the rules Integrate calendars & CRMs
Integrate landing pages with automated
Changes to current courses nurtures Sourcing images Setting up a chatbot
New courses launched Add products to landing pages ✔ Caption creation Release/Ongoing
✔ Video editing
Test the funnel ✔ Hashtag research Schedule content Release/Ongoing
Worksheet design Reporting and making recommendations Moderate posts and comments Update and copy images
Module/Course tile design based on findings Approve/reject new members
Release/Ongoing Content syndication Add new blogs
Access/Memberships updates
Schedule content Add new pages
Troubleshooting access Updates and edits ✔
Moderate comments Ongoing basic SEO
Reporting on landing page conversion rates
Updating saved chats, replies and SOPs
(e.g. how many emails/how many consults)
(chatbot)
Build and launch additional funnels Monitoring the chatbox
Troubleshooting errors

Online Appointment Scheduling Email Marketing Inbox Management Lead Generation/Getting Enquiries Business Specific Projects

Build/Project Build/Project Build/Project Build/Project


Set up online calendar Set up autoresponder Set-up inbox management tool Managing your own Podcast
Integrate with CRM Create automated nurture Create FAQs Getting you guest interviews on other
Integrate with Founder’s calendar Upload contacts Write Saved Replies Podcasts
Create email reminders Generating leads from your Facebook
Embed calendar (website/landing page) Release/Ongoing Release/Ongoing Group
Assisting with a webinar
Scheduling email broadcasts Reply to 70-90% of incoming emails
Release/Ongoing Collaborations and Referral Programs
Adding/changing emails in nurtures Update and add to saved replies
Pre-appointment reminders Segmenting contacts and creating lists
Meeting preparation for the Founder Creating reports/dashboards
Rescheduling appointments
Follow-up no shows
Attending and taking minutes
Post appointment email follow up

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