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Sample Project Tracking SheetSmartsheet Tip ➜Customize the list of possible statuses and priorities to the right so that the Status and Priority columns can use standardized values.STATUS KEYPRIORITY KEY
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On HoldLow
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PROJECT TITLESampleCOMPANY NAMESampleNot Yet StartedMedium
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PROJECT MANAGERAssigned Account Manager 123-123-1234, accountmanager@ailie.comDATE2/1/24In ProgressHigh
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Meeting Request Form
https://www.ailie.com/book-a-meeting
Complete
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Change Requets
https://www.ailie.com/change-request-form
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PROJECT DETAILSDELIVERABLESCOST/HOURS
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STATUSPRIORITYSTART DATEEND DATEDURATIONTASK NAMEASSIGNEEDESCRIPTIONDELIVERABLE% DONEFIXED COSTESTIMATED HOURSACTUAL HOURS
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Monthly Meeting
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*All documents brought to or referred to during the meeting must be signed by the client in Adobe Autosign. The purpose of the monthly meeting is to bring together the monthly business report, and monthly budget report, business plan (encompassing LT-& ST-Goals) for the purpose of understanding what is/is not working and as a result generation.
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Monthly Business Report
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A report that includes data from Google Search Console, Google Analytics, Google Local Business, Google Ads, FB Analytics, LinkedIn Analytics, SEMRUSH, Ocean 1 SEO.
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Monthly Budget Report
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A report that encompasses the monthly planned and actual expenses.
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Business Plan Created By Client (5- to 10- year Plan)
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To be discussed next meeting
The Business Plan is shared with the project manager so there is clarity around short & long term goals which are recorded in this project management sheet.
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Social Media Management /Post Delivery/ Content Management/Engagement
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HighONGOINGNone5 Per WeekTaskCreating a post for each social outlet starting with a graphic orr video creation. Then building content for the post. Next delivering it to Twitter, Instagram, Facebook, Google Local Business, Blogger.
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SEO Work / SEO AUDIT / GOOGLE ANALYTICS Key Word Website Intigration (Ongoing)
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HighONGOINGNone10TaskThis is something that is done weekly. It is up to the amout of money that is available.
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Monthly Newsletters
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Import All Customer Data
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Edit Directory Submissions With Correct Contact Information & New URL
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In ProgressHigh10Directory Submissions
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Create New Backlinks
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High5 A WeekBacklinksConcept: Ask other business owners to list URL on their site. This is being done through backlink building. This may include the idea of 1. Google Adsense. 2. A loyalty program with client that if they they will get a discount. 3. Have an ad space on the site and leave room for advertising others that advertise Account Abilty. 4. Offer to pay for ad space on other sites. Ocean One SEO will build backlinks.
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Linkedin Ads
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Analytics Tracking
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High Analytics TrackingI need access to the Google Local Business Page, Google Search Console, Google Analytics?
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ON Page SEO
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HighOn Page SEOWork On Meta Discriptions, Meta Tags & Keywords quality review.?
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Paid Ads
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HighNoneon goingTaskGoogle ads, Twitter ads, Facebook ads
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App?
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Not Yet StartedHighNone1TaskAdd It
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Google Local Business / Google Search Console / Google Annalytics Mainteance
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HighNone1TaskAdd It
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You Tube Ads
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HighTask
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Automated Responses
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HighNone1TaskCRM
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Click Funnels
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On Going Effort
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Pop Up For Advertising
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HighNone1TaskDone
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