Prep Work

Since these are clients that you’ve worked with before, the prep work involves making sure your WordPress Boost is setup and you have a your clients’ details in one place. Make sure you are up-to-date on their past goals as that will help the conversation be genuine and helpfull when reaching out.

For Google Docs, make a copy to your Google folder so you can edit:

WordPress Boost SOW
Importance of Care Plan Blog Post

For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects:

Outreach and Conversion - All Task Lists