Thursday, September 17

Good morning, Dr. Tom.

4 items are waiting on you. 5 overdue, 2 blocked.

Active Projects
5
Due Today
3
Due This Week
13
Overdue
5
Blocked
2
Waiting on Dr. Tom
4
For Review
2
Projects At Risk
1

Needs Attention

Surfaced automatically — only what genuinely matters

Active Projects

All projects
TEDx Content Campaign
James · Content
On Track

Turn the TEDx talk into an ongoing authority and audience-building campaign across social media and digital content.

2 of 5 milestones50%
Next action
Approve the first three repurposed social clips
Next milestone: Distribution plan approvedOct 8
Partner Dancing in Paradise
Marie · Events
At Risk

Launch and fill the limited five-couple Valentine's Week retreat.

2 of 8 milestones31%
Next action
Get retreat dates confirmed so the campaign can launch
Next milestone: Payment setup completedSep 21
Social Media Management Setup
Marie · Social Media
On Track

Establish a repeatable system for publishing and repurposing Dr. Tom's content across priority social platforms.

1 of 4 milestones38%
Next action
Finish the weekly content calendar template
Next milestone: Content calendar templateOct 22
Facebook Audience Migration
Devon · Marketing
Blocked

Move audience attention from older or secondary Facebook properties toward the primary professional Facebook page.

1 of 4 milestones25%
Next action
Get admin access to the legacy page
Next milestone: Admin access securedOct 12
Dr. Tom Personal Brand AEO
Priya · AEO
On Track

Improve Dr. Tom's visibility and authority across search engines and AI answer platforms.

1 of 4 milestones38%
Next action
Publish the author bio schema on every article
Next milestone: Entity and schema passNov 4
GoHighLevel Reporting Cleanup
Devon · Operations
Needs Attention

Create reliable, understandable marketing and campaign reporting.

1 of 3 milestones50%
Next action
Rebuild the lead-source dashboard
Next milestone: Lead-source dashboard rebuiltOct 1

Partner Dancing in Paradise · timeline

Launch and fill the limited five-couple Valentine's Week retreat.

Offer finalizedAug 23
Landing page completedSep 7
Payment setup completedSep 15
Promotional assets completedSep 18
Campaign launchedSep 21
First bookingSep 27
50% capacityOct 7
Sold outOct 19

Waiting on Dr. Tom

Everything needing you, in one place.

Approve the first three repurposed clips
High
TEDx Content Campaign · requested Sep 12

A yes or no on the three edited clips so scheduling can start

Why: Nothing can be scheduled until the clips are approved.

Recommended: Approve as drafted — the edits match the agreed tone.

Confirm the retreat dates
Urgent
Partner Dancing in Paradise · requested Sep 10

Final confirmation of the Valentine's week dates

Why: The landing page, payments and the whole campaign are waiting on these dates.

Recommended: Confirm the original week — the venue hold expires Friday.

Approve the retreat pricing
High
Partner Dancing in Paradise · requested Sep 13

Sign-off on the couple price and the early-booking discount

Why: Pricing appears on the landing page and in every promo asset.

Recommended: Approve the drafted price; it matches last year plus the venue increase.

Agree the priority condition list with Dr. Tom
Normal
Dr. Yarema Practice AEO · requested Sep 14

The ten conditions worth ranking for

Why: Every article and profile edit depends on this list.

Recommended: Pick from the shortlist Priya prepared.

Focus Today

Record a short intro for reel #4
TEDx Content CampaignDr. TomTodayHigh
Finish the payment and deposit setup
Partner Dancing in ParadiseDevon1 day overdueHighDoing
Blocked — Merchant account is still in review with the payment provider
Finish the weekly content calendar template
Social Media Management SetupMarieSep 21NormalDoing
Reply to the podcast speaking inquiry
Dr. Tom Personal Brand AEODr. TomTodayNormal

Project Health

On Track
5
Needs Attention
1
At Risk
1
Blocked
1
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