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🗂️ Main Folder: “📦 Client Services – Twenty Seven Pixels” Create separate folders for: The Lion’s Den (Elite) HE Disaster Restoration (Elite) Master client delivery template for “Elite Tier” Social Media Management Website Management SEO Funnel Building Paid Ads (placeholder) 📋 Master Task List (based on tier/package) 📆 Content Calendar View (weekly/monthly) 📊 Metrics Dashboard (manual + auto entry setup) 🧾 Client Info & Strategy Page (Notion or ClickUp doc link)
Monthly Content Planning task Weekly Content Creation task Approval workflow + deadlines Posting schedule (linked to Metricool or manual) Monthly Reporting template (engagement, growth, top posts) Monthly Site Audit Plugin/Update task SEO Optimization task Backups & Security Check Support Ticket / Bug Fix task Keyword research Blog post/landing page creation On-page SEO checklist Link building outreach (basic) Monthly Ranking Report Offer Clarity + Mapping Page Design / Copy task Tech Setup task (Systeme.io or platform used) Automations check Funnel Testing + QA
Client Welcome Page (Notion or PDF) Asset request checklist Login/password collector Kickoff call template Questionnaire: brand, audience, goals Assign “Onboarding Phase” with deadline Onboarding Pipeline (Kanban: Not Started → In Progress → Complete)
📊 Social Metrics Tracker (FB/IG/TikTok/YT) 🌐 Website Traffic Tracker (integrate with Google Analytics) 🔍 SEO Rank Tracker (pull from SerpRobot, Ahrefs, or manual) 📈 Funnel Conversion Tracker 📃 Monthly Reporting Template (overview of all key metrics) Weekly View (micro) Monthly View (client-facing) Zapier connection from Google Sheets/GA4/Metricool Auto duplicate monthly report templates
How to use the system Brand overview + who we serve Your services and what’s included in each Access instructions (Metricool, Notion, Google Drive) How to plan social content How to upload posts to Metricool How to track analytics weekly How to update client projects How to communicate with clients (Slack/email templates) You = Strategic Director New hire = Content/Client Support (define exact duties)
Client Folder Template (duplicate for new clients) Elite Package Task Template (auto-populates when chosen) Onboarding Workflow Template Monthly Reporting Template SOP Template Page Can someone else use this? Are views filtered and clean? Are automations tagged for later? Is this scalable?
Your first two Elite clients fully built outEvery deliverable trackableOnboarding, delivery, and reporting processes templatedRoom to bring in your first team member without chaos
Board View for TasksCalendar View for Content PlanningDocs View for strategy notesDashboard (build later—skip for now unless you have time at the end)
PriorityService Category (SEO / Website / Social / Funnel)Due DateAssigned To (for you or team)
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SIX-HOUR MASTER BUILD PLAN
Let’s get it. 💥 Here's your complete 6-hour master build list for Twenty Seven Pixels—the lean but powerful foundation you need to manage clients, track everything, and actually run the damn agency.
We’re breaking this into 6 sprints (1 hour each) so you stay focused and move with intention. After this, you’ll have an operational backend ready to deliver, scale, and bring that team member in smoothly.
⚙️ SIX-HOUR MASTER BUILD PLAN
🧱 CORE SYSTEM: TWENTY SEVEN PIXELS | FOCUS: EFFICIENCY + DELIVERY
🕐 HOUR 1: SYSTEM FOUNDATION & CLIENT DASHBOARD SETUP
Goal: Lay the base system + plug in Elite client folders for The Lion’s Den & HE Disaster Restoration
Set up:
Inside each client folder:
🕑 HOUR 2: CLIENT SERVICE TEMPLATES (ELITE PACKAGE DELIVERY)
Goal: Prebuild tasks/workflows for every major service
1. Social Media Management
2. Website Management
3. SEO Services
4. Funnel Building
🕒 HOUR 3: CLIENT ONBOARDING SYSTEM
Goal: Build a smooth intake experience & setup checklist
Create onboarding templates:
ClickUp or Notion View:
🕓 HOUR 4: ANALYTICS & REPORTING TRACKERS
Goal: Prep your data tracking system for high-performance clients
Build trackers (manual first, automation later):
Add views:
Optional automations:
🕔 HOUR 5: TEAM PREP + SOP QUICK BUILD
Goal: Prep your system to delegate
Team Onboarding Page:
SOP Templates (Quick bullets for now):
Assign roles:
🕕 HOUR 6: FINAL SYSTEM CHECK + REUSABLE TEMPLATE CREATION
Goal: Lock in repeatability + prep for future client scaling
Build:
Review System:
✅ Final Result:
By the end of 6 hours, you’ll have a clean, effective agency backend with:
Optional: Create Custom Views
Optional: Add Custom Fields (To Set Up Later)
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