Purpose of this document
Always know exactly what to work on.
Acquisition
Fulfillment
Business
Plan
- Daily stat log
- Click Up
- Respond to all messages
- Set Daily / Weekly goals
- Time block
Acquisition
Sales
Operate like an SDR. Go through each one of these lists:
- Follow ups
- Today’s calls
- Upcoming booked calls
- No-shows
- Cancelations
Optional
- Application only
- Opt-in to lead magnets
- Long-term follow ups
Ads
- Daily funnel check
- Have an ad set ready to launch
- Know the current bottleneck
Content
For each platform, have 2 weeks worth of content ready to post.
- Youtube (2/week)
- Instagram Reels (3/day)
Fulfillment
DFY Client
- Any pending or in-progress account changes
- Daily account optimizations and checks
- Onboarding
DWY Client
- Respond to all messages
- Create one valuable training a week