Zap Errors Monitoring and Management (Task)

The objective of this task is to proactively monitor the Philip Johansen Slack Channel for any Zapier errors each weekday and take immediate action by creating a ClickUp task for each error that requires further investigation.

25 steps

Zap Errors Monitoring and Management (QA)

The objective of this task is to QA the Zap Errors Monitoring and Management task each day to ensure any Zapier errors are identified and logged promptly.

8 steps

Campaign Segmentation Audit (Task)

The goal of the "Campaign Segmentation" task is to check that we have segmented the email campaigns correctly, with proof provided daily. This is crucial as sending emails to the wrong subscribers causes increased spam reports which can hurt our clients email reputation/deliverability. This has a direct impact on the clients revenue. It also causes complaints from subscribers which cause the client to lose confidence in our services.

23 steps

Software Users Check (Task)

The objective of the "Software Users Check" task is to conduct a bi-weekly audit of all users in key software applications used within our operations. By logging into these platforms, capturing screenshots of the current user lists, and consulting with Phil's team managers, we aim to ensure that only current team members have access. This process helps manage operational costs effectively and maintains security by ensuring former team members no longer have access.

21 steps

Delete Old Test Records in ActiveCampaign

The goal of this task is to delete old test records from ActiveCampaign (both CRM and HAS). Why: To ensure we keep the system clean and reduce the contact bill. When: This task is to be performed every 2 weeks on a Tuesday

13 steps

Delete Old Test Records in ActiveCampaign (QA)

The goal of this task is to delete old test records from ActiveCampaign (both CRM and HAS). Why: To ensure we keep the system clean and reduce the contact bill. When: This task is to be performed every 2 weeks on a Tuesday

8 steps

Campaigns Scheduled Audit (Task)

The goal of this task is to ensure that all marketing campaigns are scheduled accurately and timely, with proof provided daily. This is crucial because missing a campaign can cost our client thousands of dollars and potentially risk losing them. This task is a daily responsibility on weekdays, with an additional requirement on Fridays to include the weekend campaigns.

15 steps

Campaigns Scheduled Audit (QA)

The goal of this task is to ensure that all marketing campaigns are scheduled accurately and timely, with proof provided daily. This is crucial because missing a campaign can cost our client thousands of dollars and potentially risk losing them. This task is a daily responsibility on weekdays, with an additional requirement on Fridays to include the weekend campaigns.

8 steps

Weekly UTM Source Check (Task)

6 steps

Allowance Limit Monitoring (Task)

13 steps

Reporting Audit for the Master Tracking Sheet (Task)

17 steps

Reporting Audit for the Master Tracking Sheet (QA)

8 steps

Archive older entries on Master Sheet (Task)

10 steps

Archive older entries on Master Sheet (QA)

5 steps

CopeCart Sales Report (Task)

This report is created from exported CSV files from both of Phil's CopeCart Accounts.

26 steps

Automation Spotchecks in ActiveCampaign (QA)

13 steps

Weekly Email Report (Task)

This is a weekly report done every Monday for the past week.

75 steps

How To Complete The Daily Segment Tracker

This guide shows the process of completing the daily segment tracker task. By completing this task, it allows us to understand if the volume of contacts in our daily email campaigns are accurate.

66 steps

How to Send Philip The Daily Funnel Checks Sheet

14 steps

How to Spotcheck the HAS DFY Webinar Journey

In this guide, we'll review the HAS DFY: Webinar journey to make sure that contacts are going through the journey correctly.

54 steps

Campaign Segmentation Audit (QA)

The goal of the "Campaign Segmentation" task is to check that we have segmented the email campaigns correctly, with proof provided daily. This is crucial as sending emails to the wrong subscribers causes increased spam reports which can hurt our clients email reputation/deliverability. This has a direct impact on the clients revenue. It also causes complaints from subscribers which cause the client to lose confidence in our services.

16 steps

DFY Webinar Automation Contact Count (Task)

17 steps

DFY Webinar Automation Contact Count (QA)

5 steps

How to Spotcheck the HAS DFY VSL Optin Journey

In this guide, we'll review the HAS DFY VSL Optin journey to make sure that contacts are going through the journey correctly.

51 steps

Weekly Campaigns (Scheduling) - Standard Email Setup (Task)

The objective of this task is to setup weekly campaigns for Philip Johansen

37 steps

Weekly Campaigns (Scheduling) - Split Email Setup (Task)

The objective of this task is to setup weekly campaigns for Philip Johansen

49 steps

Daily Lead Count (QA)

6 steps

Daily Lead Count (Task)

57 steps

Copecart Sales Report (QA)

7 steps

Ultimate Freedom: Main Tracking Sheet - Part 3

Click here to edit the description

60 steps

Ultimate Freedom: Main Tracking Sheet - Part 2

Click here to edit the description

49 steps

Ultimate Freedom: Main Tracking Sheet - Part 1

24 steps