CTRL — Clients

Southwest Hardscape

Hardscaping & patios

Production

Onboard

Strategy

Production

Optimize

Content calendar approved Job-site shoot completed $100K close story cleared for release Estimate-booking funnel live

Next Action

Get sign-off on the $100K close story before it goes live.

Due tomorrow

Palo Verde Landscaping

Landscape design & install

Production

Onboard

Strategy

Production

Optimize

Content calendar approved Job-site shoot completed Weekly posting cadence confirmed Estimate-booking funnel live

Next Action

Confirm the next job-site shoot date — need 2 more before month end.

Due Sep 10

Ridgeline Roofing Co.

Roofing

Onboarding

Onboard

Strategy

Production

Optimize

Kickoff call held Job-site access & schedule set Ad account access granted First shoot scheduled

Next ActionOVERDUE

Follow up on ad account access — it's blocking the funnel build.

Due yesterday

Desert Bloom Irrigation

Irrigation systems

Optimize

Onboard

Strategy

Production

Optimize

Performance review sent Ad creative A/B test complete Referral program templates built Referral program launched

Next Action

Launch the referral UGC templates — they're ready for review.

Due Sep 12

Northgate Concrete

Concrete & flatwork

Strategy

Onboard

Strategy

Production

Optimize

Competitor audit complete Service-area & offer positioning set Content pillars sign-off Platform priority decided

Next Action

Send the content pillar proposal for sign-off.

Due Sep 10

Summit Fence & Rail

Fencing

Strategy

Onboard

Strategy

Production

Optimize

Competitor audit complete Founder on-camera comfort assessed Content pillars sign-off Platform priority decided

Next Action

Schedule the founder's first on-camera trial.

Due Sep 11