Agenda - 2024-04-11 - Executive Meeting

2024-04-11 - Executive Meeting Agenda

Agenda Metadata:

• Date:: 2024-04-11
• Organizer: N/A
• Description:: “Agenda Note for Meeting held on 2024-04-11.”

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Team

• Jimmy Briggs
• Patrick Howard

Agenda

Topics of Discussion

Client Work

• Bastien Law
  • Call
  • Domain
  • Latest updates

Finances

• Finance:
  • Accounts Review
  • Setup Budget
  • Personal Account Expenses
  • Load Feasibility
  • Duns & Broadstreet (D&B)
  • 2023 Taxes
    • Setup QuickBooks

Marketing Strategy and Accounts

• Google Marketing Accounts:
  • Google My Business Profile
  • Google Ads
  • Google Merchant Center
  • Google Analytics
  • Google Tag Manager
  • Google Search Console
  • Google Knowledge Graph
• Shopify

Project Management, Planning, and Document Management

• Templates:
  • (Quarto)
  • Default Contract Template
  • Project Planning Templates
  • Statement of Work Template
• Initiation SOP/Checklist:
  • Checklist - Project Inception
  • Drive, GitHub, Todoist, Emais, Contacts, Slack

Questions

Notes

Next Actions

References

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Appendix

Note created on 2024-04-11 and last modified on 2024-04-11.

Backlinks

LIST FROM [[Agenda - 2024-04-11 - Executive Meeting]] AND -"CHANGELOG" AND -"03-AREAS/Agendas/Agenda - 2024-04-11 - Executive Meeting"

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