Note Taker Tracker
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Agency:
1
There are no rows in this table
Initial Calls
5
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GSC Date
Strategy Canvas Date
Integration Scoping Date
1
There are no rows in this table
Initial Call Notes
5
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GSC Notes
Strategy Canvas Notes
Integration Scoping Notes
1
There are no rows in this table
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Setup Completed
There are no rows in this table
Capture - Week 1 :
There are no rows in this table
Who are they - Leads Record Deep Dive
How do you attract them - Pre Funnel Efforts, Campaigns, Perfect Audience
How do you Bring them In - Import / Migration, 3rd Party Integration, 3rd Party Integration, Form Fill

Lead Record Deep Dive / Contact Manager
Forms : ShSp Forms • 3rd Party Forms • Styling • Forms on Landing Pages
Landing Pages: Landing Page Overview • Page templates • Dynamic Pages • CNAME Setup
Media Center : Media Center Overview • Asset Upload • Trackable Links • Media on Landing Pages
Campaign Tracking : Organic • Social • UTM


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Week 1 Notes
There are no rows in this table
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Capture Completion
There are no rows in this table
Capture - Week 2:
There are no rows in this table
Emails - Templates, Email Editor
Landing Pages - Templates, Landing Page Editor
Forms - Custom Fields, Form Builder, 3rd party Forms

Lead Record Deep Dive / Contact Manager
Forms : ShSp Forms • 3rd Party Forms • Styling • Forms on Landing Pages
Landing Pages: Landing Page Overview • Page templates • Dynamic Pages • CNAME Setup
Media Center : Media Center Overview • Asset Upload • Trackable Links • Media on Landing Pages
Campaign Tracking : Organic • Social • UTM
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Week 2 Notes
There are no rows in this table
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Capture Completion
There are no rows in this table
Engage - Week 3:
There are no rows in this table
Email Sends - Bulk Sends
Personas - Overview Attribution
Dynamic Lists

Personas : Persona Overview • Create Personas • Persona Dynamic Content
Lead Scoring : Lead Scoring Setup • Custom Behavior Rules • Lead Scoring Best Practices • Lead Scoring for Media
Lists : Manual Lists • Uploading Lists • Dynamic Lists • List Best Practices • Custom Field List
Emails : Email Overview • Email Templates • Bulk Email Send • Compliance • Engagement Scores • Smart Mail • Dynamic Content
Automation : Action Groups • Visual Workflow • Form Fill Notification • Basic Drip Campaign • Form Trigger • Media Trigger • Lead Trigger • Persona Trigger
Social : Social Listening Social Posting
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Week 3 Notes
There are no rows in this table
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Engage Completion
There are no rows in this table
Engage - Week 4:
There are no rows in this table
Overview - triggers and Filters
Visual WorkFlow
Action Groups

Personas : Persona Overview • Create Personas • Persona Dynamic Content
Lead Scoring : Lead Scoring Setup • Custom Behavior Rules • Lead Scoring Best Practices • Lead Scoring for Media
Lists : Manual Lists • Uploading Lists • Dynamic Lists • List Best Practices • Custom Field List
Emails : Email Overview • Email Templates • Bulk Email Send • Compliance • Engagement Scores • Smart Mail • Dynamic Content
Automation : Action Groups • Visual Workflow • Form Fill Notification • Basic Drip Campaign • Form Trigger • Media Trigger • Lead Trigger • Persona Trigger
Social : Social Listening Social Posting
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Week 4 Notes
There are no rows in this table
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Engage Completion
There are no rows in this table
Convert - Week 5:
There are no rows in this table
Pre-Sale Analytics - Web Reporting, Email Reporting, Custom Reporting
Sales Process - Sales Optimizer, Account Manager, Task Manager
Post-Sale Analytics - Sales Reports, Custom Reporting


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Week 5 Notes
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Convert Completion
There are no rows in this table


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