JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Sunshine Miracle Cream
Dashboard
Proposal
Site Updates
More
Share
Explore
Tasks
Updated Task List
Wholesale Outreach
Social Media Initial Setup
Google Analytics & Console Setup
Funnel
Automation
KPIs
Time Log
Compliance
Week
Week
Week
Task
Status
Owner (Suggested)
Estimated Time (hrs)
Actual Time (hrs)
Column 9
Automatable?
Outsource-Ready?
Notes
Week
Task
Status
Owner (Suggested)
Estimated Time (hrs)
Actual Time (hrs)
Column 9
Automatable?
Outsource-Ready?
Notes
Week 2
11
Write welcome & nurture email sequence (5-part)
Not Started
VA/Freelancer
1.5
-1.5
Yes
Yes
Create CBD-free landing page (for Meta ads)
Not Started
VA/Freelancer
2
-2
Yes
Yes
Create Meta ad copy & visuals for CBD-free funnel
Not Started
VA/Freelancer
2
-2
Possible
Yes
Install Meta Pixel on landing page
Not Started
VA/Freelancer
1
-1
Yes
Yes
Connect email marketing tool (e.g., Klaviyo, MailerLite)
Not Started
You
1
-1
Yes
Optional
Add branded Story Highlights (and custom covers)
You
Create Meta-safe landing page using plant-based language
Not Started
VA/Freelancer
2
-2
Possible
Yes
Write ad copy and launch sample offer funnel (Meta)
Not Started
VA/Freelancer
1.5
-1.5
Possible
Yes
Optimize website speed & mobile layout
VA/Freelancer
Write compliant product descriptions (no 'CBD', 'pain')
Add star reviews
Week 3
6
Launch Meta ads with $5–10/day budget
Not Started
You
1
-1
Yes
Optional
Create second version of landing page for A/B testing
Not Started
VA/Freelancer
2
-2
Possible
Yes
Start collecting testimonials (email or survey)
Not Started
You
1
-1
Yes
Optional
Publish one SEO blog post (low-competition keyword)
Not Started
VA/Freelancer
2
-2
Possible
Yes
Basic SEO sweep: GSC setup, meta tags, CBD disclaimers
Not Started
VA/Freelancer
2
-2
Yes
Optional
Start Meta ad testing ($5–10/day budget)
Not Started
You
1
-1
Yes
No
Week 4
4
Monitor ad performance (CTR, CPL, email opt-ins)
Not Started
You
1
-1
Yes
Optional
Send first email offer to leads (free sample or 20% off)
Not Started
You
1
-1
Yes
Optional
Create product FAQs for sales page
Not Started
VA/Freelancer
2
-2
Possible
Yes
Reach out to 2–3 micro influencers for product mentions
Not Started
VA/Freelancer
1
-1
Possible
Yes
Week 5
5
Create wholesale inquiry page (CBD-safe language)
Not Started
VA/Freelancer
2
-2
Possible
Yes
Write 2 cold outreach emails for retail prospects
Not Started
VA/Freelancer
1.5
-1.5
Yes
Yes
Compile list of 25 retailers to contact
Not Started
VA/Freelancer
1
-1
Possible
Optional
Record 1 short customer testimonial (text or video)
Not Started
VA/Freelancer
1
-1
Possible
Optional
Create wholesale landing page and inquiry form (CBD-free)
Not Started
VA/Freelancer
2
-2
Possible
Yes
Week 6
6
Send wholesale outreach emails to 10 prospects
Not Started
VA/Freelancer
1.5
-1.5
Yes
Yes
Add trust badges, UGC, and reviews to landing page
Not Started
VA/Freelancer
1
-1
Possible
Yes
A/B test CTA button or headline on landing
Not Started
VA/Freelancer
1
-1
Possible
Optional
Publish second blog post targeting boomer-friendly term
Not Started
VA/Freelancer
2
-2
Possible
Yes
Write 2–3 cold outreach emails for wholesale
Not Started
VA/Freelancer
1.5
-1.5
No
Yes
Add wholesale callout/link to retail site (footer or nav)
Not Started
You
0.5
-0.5
No
Optional
Week 7
4
Check SEO index status and crawl errors (GSC)
Not Started
VA/Freelancer
1
-1
Possible
Optional
Create retargeting audiences on Meta
Not Started
VA/Freelancer
2
-2
Yes
Yes
Send follow-up emails to email list with discount
Not Started
You
1
-1
Yes
Optional
Build affiliate/referral form (manual or tool-based)
Not Started
VA/Freelancer
1.5
-1.5
Possible
Optional
Week 8
4
Run short promo campaign (bundle or limited-time offer)
Not Started
VA/Freelancer
1
-1
Possible
Optional
Update blog with product links and internal SEO
Not Started
VA/Freelancer
1
-1
Possible
Yes
Follow up with wholesale leads via phone or LinkedIn
Not Started
VA/Freelancer
1
-1
Possible
Optional
Compile performance report: sales, leads, ad ROI
Not Started
You
1.5
-1.5
Yes
Optional
Week 9
1
Write 1 SEO blog post per month targeting seniors
Not Started
VA/Freelancer
1.5
-1.5
No
Yes
Week 10
5
Optimize website speed & mobile layout
Not Started
VA/Freelancer
1
-1
Possible
Optional
Write compliant product descriptions (no 'CBD', 'pain')
Not Started
VA/Freelancer
1.5
-1.5
Possible
Yes
Collect UGC and testimonials via email funnel
Not Started
You
1
-1
Yes
Optional
marketplace websites
Add star reviews
Not Started
Wendy
0.25
-0.25
Week 11
1
Submit to 1 directory and 1 blog for backlinks
Not Started
VA/Freelancer
0.5
-0.5
Possible
Yes
Week 12
1
Funnel and ad performance review (A/B test CTA)
Not Started
You
1
-1
Yes
Optional
My overall list of TODOS
Week 1
0
Week 2
2
Week 3
3
Week 4
2
Week 5
0
Week 6
1
Week 7
1
Week 8
1
Week 9
0
Week 10
6
Week 11
0
Week 12
1
Week 1
0
Week 2
2
Week 3
3
Week 4
2
Week 5
0
Week 6
1
Week 7
1
Week 8
1
Week 9
0
Week 10
6
Week 11
0
Week 12
1
Connect email marketing tool (e.g., Klaviyo, MailerLite)
Not Started
You
1
Yes
Optional
Add branded Story Highlights (and custom covers)
You
Launch Meta ads with $5–10/day budget
Not Started
You
1
Yes
Optional
Start collecting testimonials (email or survey)
Not Started
You
1
Yes
Optional
Start Meta ad testing ($5–10/day budget)
Not Started
You
1
Yes
No
Monitor ad performance (CTR, CPL, email opt-ins)
Not Started
You
1
Yes
Optional
Send first email offer to leads (free sample or 20% off)
Not Started
You
1
Yes
Optional
Add wholesale callout/link to retail site (footer or nav)
Not Started
You
0.5
No
Optional
Send follow-up emails to email list with discount
Not Started
You
1
Yes
Optional
Compile performance report: sales, leads, ad ROI
Not Started
You
1.5
Yes
Optional
social banner to website
Completed
You
create model for brand voice and content tone
Completed
You
Set up Google Analytics + Search Console
Completed
You
1
Yes
Optional
Social media setup and optimization
Completed
You
2
No
Yes
Marketing strategy research and funnel planning
Completed
You
2
No
Optional
Collect UGC and testimonials via email funnel
Not Started
You
1
Yes
Optional
Funnel and ad performance review (A/B test CTA)
Not Started
You
1
Yes
Optional
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
Ctrl
P
) instead.