PORTFOLIO INTELLIGENCE

Everything, at a glance.

All channels · North Vista Marketing · synced 2026-06-30

Spend (30d)

$34,757

▲ 7%

Leads

2,362

▲ 20%

Cost / Lead

$14.72

▼ 11%

% to goal

70%

Clients

Locations

Channels

Google AdsLIVE

$34,75730d spend

Leads

2,362

Cost/Lead

$14.72

Locations

Click to open the Google Ads breakdown →

Meta AdsLIVE

$56330d spend

Leads

Cost/Lead

$9.28

Active

3/16

Mostly paused — click for the per-clinic Meta breakdown →

SEO / BlogsLIVE

56blog score

Sessions

94,068

Booked

Blogs

Live from Google Analytics — click for the blog scorecards →

Blended · Google + Meta

$14.68cost / lead

$35,320 spend · 2,406 verified leads across both channels. Meta is currently a rounding error next to Google ($563 vs $34,757) — and nearly all of it is paused.

Action center.

Say the phrase next to each to Claude → you'll get the top 5 data-backed fixes, logged to that client's Optimization Log.

Rocky Mountain Foot & Ankle — Murray GOOGLE ADS$178 / lead · $1,392 spent

optimize Google Ads for Rocky Mountain Foot & Ankle – Murray

FAS Texas — Memorial City GOOGLE ADS$32 / lead · $1,737 spent

optimize Google Ads for FAS Texas – Memorial City

Ashton Podiatry — Plano GOOGLE ADS$44 / lead · $1,049 spent

optimize Google Ads for Ashton Podiatry – Plano

Spend by client.

FAS New Mexico

$8,532

FAS Texas

$5,326

FAS Utah

$4,598

Fall Creek Foot & Ankle

$2,560

Allevio Care Anywhere

$2,266

Ashton Podiatry

$2,101

Pittle Podiatry

$1,967

Rocky Mountain Foot & Ankle

$1,392

Eastern Podiatry

$938

Eugene Podiatry

$930

Corbridge Podiatry

$860

Argyle Dental

$586

Utah Podiatry

$511

Westbroek Family Medicine

$486

Apache Foot & Ankle

$457

Meleca Foot & Ankle

$444

Healthier Feet

$425

Elite Elevation Tumbling

$377

Leaking budget.

Costing real dollars for too few leads

Ranked by wasted budget — fix from the top.

Client / Location	Spend	Leads	CPL
Rocky Mountain Foot & Ankle — Murray	$1,392	8	$178
FAS Texas — Memorial City	$1,737	55	$32
Ashton Podiatry — Plano	$1,049	24	$44
Allevio Care Anywhere — Utah	$892	14	$64
Ashton Podiatry — Forest Lane	$1,053	33	$32
Argyle Dental — Syracuse	$586	2	$293
Corbridge Podiatry — Brigham City	$860	29	$30
Apache Foot & Ankle — Las Vegas, NV	$457	7	$65

Best markets.

Cheap leads at volume

Proof points — show clients; learn from these.

Client / Location	Leads	CPL
Pittle Podiatry — Eastside	204	$8.25
Fall Creek Foot & Ankle — Humble	184	$13.91
FAS New Mexico — Los Lunas	126	$7.37
FAS Texas — The Woodlands	125	$14.28
FAS New Mexico — Albuquerque Lomas Blvd	102	$9.05
FAS New Mexico — Santa Fe Rodeo	100	$9.48
FAS New Mexico — Rio Rancho	100	$4.79
FAS New Mexico — Santa Fe Hospital	96	$9.33

CHANNEL · GOOGLE ADS

Google Ads.

Account 673-707-6725 · 18 clients · 41 locations · synced 2026-06-30

Spend (30d)

$34,757

▲ 7%

Leads

2,362

▲ 20%

Cost / Lead

$14.72

▼ 11%

% to goal

70%

Clients

Locations

Cost per lead by client.

FAS New Mexico

$10

FAS Texas

$22

FAS Utah

$12

Fall Creek Foot & Ankle

$14

Allevio Care Anywhere

$42

Ashton Podiatry

$37

Pittle Podiatry

Rocky Mountain Foot & Ankle

$178

Eastern Podiatry

$16

Eugene Podiatry

$15

Corbridge Podiatry

$30

Argyle Dental

$293

Utah Podiatry

$41

Westbroek Family Medicine

Apache Foot & Ankle

$65

Meleca Foot & Ankle

$32

Healthier Feet

$40

Elite Elevation Tumbling

$38

Scale capped at $60; bars colored green ≤ $15 · amber ≤ $30 · red > $30.

All clients.

Client	Loc.	Spend	Leads	CPL	% goal
FAS New Mexico	11	$8,532	890	$9.59	94%
FAS Texas	3	$5,326	242	$22.02	66%
FAS Utah	5	$4,598	394	$11.66	94%
Fall Creek Foot & Ankle	1	$2,560	184	$13.91	100%
Allevio Care Anywhere	4	$2,266	54	$41.96	26%
Ashton Podiatry	2	$2,101	57	$36.87	40%
Pittle Podiatry	2	$1,967	233	$8.44	100%
Rocky Mountain Foot & Ankle	1	$1,392	8	$177.70	8%
Eastern Podiatry	1	$938	57	$16.45	91%
Eugene Podiatry	1	$930	60	$15.50	97%
Corbridge Podiatry	1	$860	29	$30.02	50%
Argyle Dental	1	$586	2	$292.98	5%
Utah Podiatry	2	$511	12	$40.88	36%
Westbroek Family Medicine	2	$486	98	$4.96	100%
Apache Foot & Ankle	1	$457	7	$65.35	23%
Meleca Foot & Ankle	1	$444	14	$31.70	47%
Healthier Feet	1	$425	11	$40.45	37%
Elite Elevation Tumbling	1	$377	10	$37.72	40%

Leads by client.

FAS New Mexico

890

FAS Texas

242

FAS Utah

394

Fall Creek Foot & Ankle

184

Allevio Care Anywhere

Ashton Podiatry

Pittle Podiatry

233

Rocky Mountain Foot & Ankle

Eastern Podiatry

Eugene Podiatry

Corbridge Podiatry

Argyle Dental

Utah Podiatry

Westbroek Family Medicine

Apache Foot & Ankle

Meleca Foot & Ankle

Healthier Feet

Elite Elevation Tumbling

Every location.

Client	Location	Spend	Leads	CPL	Target	% goal	CTR	CPC
Fall Creek Foot & Ankle	Humble	$2,560	184	$13.91	$15	100%	5.3%	$2.84
FAS Texas	Huntsville	$1,806	62	$28.95	$15	52%	10.3%	$4.84
FAS Texas	The Woodlands	$1,782	125	$14.28	$15	100%	8.3%	$2.69
FAS Texas	Memorial City	$1,737	55	$31.79	$15	47%	4.4%	$3.05
Pittle Podiatry	Eastside	$1,683	204	$8.25	$15	100%	9.9%	$1.75
FAS Utah	Ogden	$1,478	70	$21.18	$15	71%	9.8%	$3.81
Rocky Mountain Foot & Ankle	Murray	$1,392	8	$177.70	$15	8%	5.4%	$4.82
Ashton Podiatry	Forest Lane	$1,053	33	$31.90	$15	47%	3.2%	$4.87
Ashton Podiatry	Plano	$1,049	24	$43.70	$15	34%	3.6%	$4.44
FAS New Mexico	Santa Fe Rodeo	$948	100	$9.48	$15	100%	14.2%	$2.99
FAS New Mexico	Taos	$941	40	$23.24	$15	65%	15.1%	$5.47
Eastern Podiatry	Las Vegas, NV	$938	57	$16.45	$15	91%	5.0%	$3.41
FAS Utah	West Valley	$932	70	$13.40	$15	100%	5.8%	$2.12
Eugene Podiatry	Eugene	$930	60	$15.50	$15	97%	8.8%	$3.17
FAS New Mexico	Los Lunas	$926	126	$7.37	$15	100%	14.9%	$2.72
FAS New Mexico	Albuquerque Lomas Blvd	$920	102	$9.05	$15	100%	10.7%	$2.41
FAS Utah	Sandy	$911	88	$10.29	$15	100%	7.1%	$2.07
FAS New Mexico	Gallup	$909	50	$18.19	$15	82%	13.9%	$5.58
FAS New Mexico	Santa Fe Hospital	$899	96	$9.33	$15	100%	18.6%	$2.52
Allevio Care Anywhere	Utah	$892	14	$63.72	$15	24%	6.9%	$3.44
FAS New Mexico	Los Alamos	$885	52	$16.87	$15	89%	12.2%	$3.75
Corbridge Podiatry	Brigham City	$860	29	$30.02	$15	50%	8.8%	$4.46
Allevio Care Anywhere	Texas	$837	38	$22.03	$15	68%	10.2%	$2.62
FAS New Mexico	Las Vegas	$646	69	$9.29	$15	100%	23.0%	$3.43
FAS Utah	Bountiful	$645	86	$7.53	$15	100%	10.2%	$2.05
FAS Utah	Tooele	$633	81	$7.81	$15	100%	10.3%	$2.32
Argyle Dental	Syracuse	$586	2	$292.98	$15	5%	2.6%	$4.31
FAS New Mexico	Albuquerque - Wyoming Blvd	$494	69	$7.12	$15	100%	13.9%	$1.88
FAS New Mexico	Albuquerque Menaul Blvd	$487	85	$5.75	$15	100%	12.8%	$1.55
FAS New Mexico	Rio Rancho	$477	100	$4.79	$15	100%	22.2%	$1.38
Apache Foot & Ankle	Las Vegas, NV	$457	7	$65.35	$15	23%	2.2%	$3.98
Meleca Foot & Ankle	St. Augustine	$444	14	$31.70	$15	47%	4.3%	$4.72
Healthier Feet	West Jordan	$425	11	$40.45	$15	37%	5.7%	$5.31
Elite Elevation Tumbling	Kaysville	$377	10	$37.72	$15	40%	3.6%	$1.80
Pittle Podiatry	West/Central	$284	29	$9.79	$15	100%	9.0%	$0.70
Allevio Care Anywhere	Idaho	$283	1	$282.98	$15	5%	6.9%	$5.55
Utah Podiatry	Tooele	$261	7	$34.74	$15	43%	6.6%	$2.53
Allevio Care Anywhere	Nebraska	$254	1	$253.72	$15	6%	6.8%	$2.98
Utah Podiatry	Logan	$251	5	$50.10	$15	30%	9.2%	$4.91
Westbroek Family Medicine	Brigham	$243	45	$5.39	$15	100%	7.3%	$1.17
Westbroek Family Medicine	Ogden	$243	53	$4.60	$15	100%	4.9%	$1.28

CHANNEL · META ADS

Meta Ads.

16 clinic accounts · one ad account per clinic · 2026-05-30 → 2026-06-28

Spend (30d)

$563

Verified leads

Cost / Lead

$9.28

Active accounts

3/16

Blended CPL

$14.68

Mostly paused.

Meta is effectively dormant — only 3 of 16 accounts have an active campaign

Most of the $563 trailing-30d spend is residual from campaigns that have since been paused. The only live spend is Pivot Fitness and Argyle Dental. Excludes 605 phantom "leads" at Argyle Dental — a custom offsite conversion firing on every page view, not real bookings (tracking needs repair). This is the opportunity: the Meta accounts exist and are tracked — they're just turned off.

Action center.

13 of 16 Meta accounts are fully paused

The portfolio-level decision: relaunch these with a proper calls/lead campaign, or formally park Meta and put the attention on Google. Pick a clinic below and say the phrase for a data-backed plan.

Say the phrase to Claude → you get the top 5 Meta fixes, logged to that client's Optimization Log as [Meta] entries.

Pivot Fitness METALive · $311 · 36 leads · $9/lead

optimize Meta for Pivot Fitness

Argyle Dental METALive · $155 · 0 leads · no verified leads · tracking flagged

optimize Meta for Argyle Dental

Elite Elevation METALive · $97 · 8 leads · $12/lead

optimize Meta for Elite Elevation

Every clinic.

Client	Market	Spend	Leads	CPL	Clicks	CTR	Status
Pivot Fitness INDEP	Utah	$311.14	36	$8.64	328	2.62%	ACTIVE
Argyle Dental INDEP tracking?	Utah	$154.57	0	—	534	1.02%	ACTIVE
Elite Elevation INDEP	Utah	$97.39	8	$12.17	146	2.67%	ACTIVE
Rocky Mountain Foot & Ankle	Utah	$0.00	0	—	0	0.00%	PAUSED
FAS Utah	Utah	$0.00	0	—	0	0.00%	PAUSED
FAS Texas	Texas	$0.00	0	—	0	0.00%	PAUSED
FAS New Mexico	New Mexico	$0.00	0	—	0	0.00%	PAUSED
Ashton Podiatry	Texas	$0.00	0	—	0	0.00%	PAUSED
Pittle Podiatry	Texas	$0.00	0	—	0	0.00%	PAUSED
Westbroek Family Medicine	Utah	$0.00	0	—	0	0.00%	PAUSED
Utah Podiatry	Utah	$0.00	0	—	0	0.00%	PAUSED
Eastern Podiatry	Nevada	$0.00	0	—	0	0.00%	PAUSED
Eugene Podiatry	Oregon	$0.00	0	—	0	0.00%	PAUSED
ProVas Vein	Utah	$0.00	0	—	0	0.00%	PAUSED
Allevio Care Anywhere	—	$0.00	0	—	0	0.00%	PAUSED
Fall Creek Foot & Ankle INDEP	Texas	$0.00	0	—	0	0.00%	PAUSED

Leads = phone calls + form/website leads (traffic & awareness results are not counted). paused/no-leads · tracking-flagged. ⚠ MCP off · pull manually = the account exists but Meta hasn't enabled the Ads MCP for it yet, so it can't be auto-pulled — get its numbers from Ads Manager. To refresh, ask Claude: refresh Meta.

Every location.

Client	Location	Market	Spend	Leads	CPL	Clicks	Status
Pivot Fitness	Kaysville	Utah	$311.14	36	$8.64	328	ACTIVE
Argyle Dental	Argyle Dental	Utah	$154.57	0	—	534	ACTIVE
Elite Elevation	All areas ACCT-WIDE	Utah	$97.39	8	$12.17	146	ACTIVE

Meta sets the target city at the ad-set level — this is the per-location view. ACCT-WIDE = account-wide or condition-themed ad sets (not city-specific). Only locations with delivery in the period are shown.

CHANNEL · SEO / BLOGS

Blog scorecards.

live from Google Analytics 4 · trailing 30 days · 4 blogs scored · synced 2026-06-18

Portfolio blog score

56/100

Blog sessions

94,068

Booked from blog

Full reads

15,273

Blogs scored

Watch list.

Watch list — score drops & conversion gaps from this week's GA4 pull.

FAS Texas SEO43,756 blog sessions but almost no on-page action (0 booked · 16 CTA) — the posts' conversion path is the gap

plan blog calendar for FAS Texas

FAS Utah SEO34,604 blog sessions but almost no on-page action (0 booked · 24 CTA) — the posts' conversion path is the gap

plan blog calendar for FAS Utah

FAS New Mexico SEO8,003 blog sessions but almost no on-page action (0 booked · 7 CTA) — the posts' conversion path is the gap

plan blog calendar for FAS New Mexico

Every blog.

Client	Score	vs last mo	Sessions	Booked	CTA	Full reads
FAS Utah	61	▲ +4	34,604	0	24	8,142
FAS New Mexico	59	▲ +6	8,003	0	7	2,078
BareDerm	56	■ flat	7,705	12	89	477
FAS Texas	52	▲ +1	43,756	0	16	4,576

Each blog scored 0–100 from GA4 (Reach 40 / Engagement 30 / Action 30), session-weighted. ≥70 · 50–69 · <50. Open a client's Blog Scorecard note for the post-by-post leaderboard. Refresh: refresh SEO.

Not yet measurable.

Tracking gaps — clients we can't score yet

Fall Creek Foot & Ankle — blog posts live at site root (e.g. /why-are-my-feet-turning-purple/) — root_slug exclude rule is approximate; a curated slug list would be exact
Utah Podiatry — blog has negligible traffic (stale; last post mid-2024)
Ashton Podiatry — blog dead (2016-17, no traffic); GA4 conversion tracking misconfigured — page_view is marked as a key event
Rocky Mountain Foot & Ankle — only a go.rockymtnfootandankle.com ad-landing property in GA4 — the main site/blog isn't tracked there
Meleca Foot & Ankle — only a go.melecafootandankle.com ad-landing property — main site/blog not tracked
Healthier Feet — go.healthierfeet.com ad-landing + a 'West Jordan' property; main blog effectively empty (1 post)
Apache Foot & Ankle — active blog (apachefoot.com/blog) but NO GA4 property visible — connect GA4 to measure

CHANNEL · CRM / FUNNEL

Leads → appointments.

live from Go High Level · "won" = appointment scheduled · trailing 30 days · synced 2026-06-29

Total leads

4,456

Appointments

1,126

Lead → appt

25%

Cost / appointment

$31

Clinics

Every clinic.

Client	Leads	Appts	Conv	Top source
FAS New Mexico	1,302	389	30%	Phone Call
FAS Utah	637	158	25%	Phone Call
FAS Texas	564	174	31%	Phone Call
Pittle Podiatry	489	104	21%	Phone Call
Fall Creek Foot & Ankle	467	147	31%	Phone Call
Eastern Podiatry	290	70	24%	Phone Call
Eugene Podiatry	288	71	25%	Phone Call
Westbroek Family Medicine	190	0	0%	Phone Call
Corbridge Podiatry	58	3	5%	Google Ads Call
Ashton Podiatry	48	0	0%	Website Form
Rocky Mountain Foot & Ankle	35	0	0%	Phone Call
Meleca Foot & Ankle NEW	30	8	27%	Phone Call
Healthier Feet NEW	21	0	0%	Phone Call
Utah Podiatry	17	1	6%	Website Form
Apache Foot & Ankle NEW	14	1	7%	Phone Call
ProVas Vein	6	0	0%	Phone Call

"Won" = an appointment was scheduled (the deepest step the CRM tracks). booking · leads coming in but appts not marked · new/ramping. Cost / appointment blends Google + Meta spend ÷ appointments. Full source mapping in the CRM Source Map note.

Every location.

Client	Location	Leads	Appts	Conv	Cost/appt
Pittle Podiatry	el paso lee trevino dr	396	88	22%	—
Fall Creek Foot & Ankle	humble	391	102	26%	$25
FAS Texas	the woodlands	375	127	34%	$14
Eastern Podiatry	las vegas, nv	289	70	24%	$13
Eugene Podiatry	eugene	284	69	24%	$13
FAS Utah	bountiful	191	57	30%	$11
FAS New Mexico	santa fe hospital dr	179	53	30%	$17
FAS Utah	tooele	176	49	28%	$13
FAS New Mexico	albuquerque menaul blvd	174	40	23%	$12
FAS New Mexico	rio rancho	165	53	32%	$9
FAS New Mexico	albuquerque lomas blvd	143	44	31%	$21
FAS New Mexico	los lunas	142	50	35%	$19
FAS Utah	ogden	139	19	14%	$78
FAS New Mexico	santa fe rodeo ln	138	36	26%	$26
Westbroek Family Medicine	ogden	121	0	0%	—
FAS New Mexico	albuquerque wyoming blvd	119	35	29%	—
FAS Utah	west valley	104	21	20%	$44
FAS New Mexico	los alamos	98	30	31%	$30
FAS Texas	huntsville	97	25	26%	$72
Pittle Podiatry	el paso cliff dr	93	16	17%	—
FAS Texas	memorial city	92	22	24%	$79
Fall Creek Foot & Ankle	kingwood	76	45	59%	—
FAS New Mexico	taos	71	25	35%	$38
Westbroek Family Medicine	brigham city	69	0	0%	—
FAS New Mexico	gallup	67	21	31%	$43
Corbridge Podiatry	brigham city	58	3	5%	$287
Rocky Mountain Foot & Ankle	murray	35	0	0%	—
Meleca Foot & Ankle	st. augustine	30	8	27%	$55
FAS Utah	sandy	27	12	44%	$76
Ashton Podiatry	dallas forest lane	24	0	0%	—
Ashton Podiatry	plano	22	0	0%	—
Healthier Feet	west jordan	21	0	0%	—
Apache Foot & Ankle	las vegas, nv	14	1	7%	$457
Utah Podiatry	logan	10	0	0%	—
Utah Podiatry	tooele	7	1	14%	$261
FAS New Mexico	las vegas, nm	6	2	33%	$323
ProVas Vein	ogden	6	0	0%	—
Eugene Podiatry	oregon	4	2	50%	—
Ashton Podiatry	forest lane	2	0	0%	—
Eastern Podiatry	las vegas	1	0	0%	—

Per-office leads → appointments, sorted by volume. Cost/appt = that office's Google spend ÷ appointments (blank where the CRM office couldn't be matched to a Google city).

📍

Location & Service Pages — in progress.

The money pages — every /locations/… and /services/… page — scored weekly the same way the blog is: live from Google Analytics, with search rankings from Search Console. The question each week: is the traffic going up, are these pages ranking higher, and are more people converting?

TrafficSOON

Is organic traffic to each location & service page climbing week over week?

RankingSOON

Are these pages moving up in search position for their target local terms?

ConversionsSOON

Are more visitors booking, calling, or submitting from these pages?

Built on the same GA4 connection already powering the blog scorecards — the location & service pages are right there in the data (e.g. /locations/…, /services/ingrown-toenails). Search Console adds the ranking layer.

TODAY

Today, at a glance.

Tue, Jun 30 · checked 2026-06-30 09:43 MT

Health all-clear (19 ad accounts serving, 20 sites up). Heads-up: you're fully blocked 8:30a–4:00p with a midday collision (12:00 Conversion-tracking overlaps 12:30 Argyle/RM). IVR (High, due today) has no open slot — delegate to Patrick or take the 2:00p R&D hour. Client 'Taylor Review' queue: 1 item (Outreach – Podcasts). Personal/routine blocks hidden.

Account health.

✓ All clear

Every tracked account is serving and every site is up · 19 ad accounts, 20 sites checked.

Today's priorities.

#	Priority	Source	Est.
1	IVR Charges & Optimization (with Patrick) High-priority cost item due today — and it's the one thing with NO slot on your calendar. Grab time or hand to Patrick.	Monday	60m
2	Conversion tracking + verify the LP-switch campaigns Your 12:00 block + 'Ideal Setup' task. The LP 'after' numbers aren't trustworthy until the conversion fires.	Monday	60m
3	Reach out to John @ Pivot Fitness 10:30 block + open task (Medium). Pivot is Meta-only — keep the account relationship warm.	Monday	30m

Today's schedule.

8:30 AM–9:00 AM	Fitz Admin Accounts (GHL access)
9:00 AM–9:30 AM	Morning Sync
9:30 AM–10:30 AM	Team View Dashboard
10:30 AM–11:00 AM	Reach out to John @ Pivot Fitness
11:00 AM–12:00 PM	[Client Project Sync] NVM Team
12:00 PM–1:00 PM	Conversion tracking + verify LP campaigns
12:30 PM–1:00 PM	⚠ Argyle & Rocky Mountain FAS (collides with the block above)
1:00 PM–1:30 PM	Project Sync \| Krista \| NVM
1:30 PM–2:00 PM	Pull Allevio data — prep for 3 PM
2:00 PM–3:00 PM	Product Development & Research
3:00 PM–3:30 PM	Allevio & NV Touch Point
3:30 PM–4:00 PM	Matt Mathison — quick review
2:00 PM–3:00 PM	Repurpose R&D → IVR Charges & Optimization (priority #1 has no other slot) focus

From the inbox.

Fitz Bowen (MBL)	Go High Level – add John Lewis + Mohana Krishna	Likely already done — GHL 'admin added' emails fired ~9:31a. Confirm both have access.
Webflow billing	FAS The Woodlands hit its bandwidth limit	Ops heads-up — auto-upgrade charge if it exceeds 2 months running. Site is still up.

MY WEEK

This week.

Jun 29 – Jul 3, 2026 · planned 2026-06-29 16:00 MT

Full plan from Outlook + Monday. Thu conflicts auto-resolved to your usual picks: MBL Bi-monthly (over the Morning Team Sync) and the Cody Ad Sync (over the Minky call). Wed 12–5 PM is your only real deep-work window (the 'No Calls' day) — protect it. Fri afternoon is blocked (Robb Birthday). Client Tasks 'Taylor Review' queue is empty right now. Personal/routine blocks hidden.

Capacity this week.

22.5h committed7.5h to your 30h target

0h30h target40h cap

Team & Internal8.0h · 36%

Client5.0h · 22%

Optimization4.5h · 20%

R&D / Build3.0h · 13%

Admin / Other2.0h · 9%

Top priorities.

#	Priority	Source	Est.	Due
1	IVR Charges and Optimization High-priority cost item on your board (with Patrick) — review IVR charges and trim waste.	Monday	60m	Wed
2	Prep for the Sales Huddle (pipeline review) Runs twice this week (Mon + Fri 9:30 AM) — come with status + next step for each open deal.	Calendar	20m	Mon
3	Conversion-tracking setup + verify the 18 switched LP campaigns Your 'Ideal Setup for ChatGPT — conversion tracking' task, plus confirming the new landing pages fire the Google Ads conversion so the LP-switch 'after' numbers are trustworthy.	Monday	60m	Wed
4	Update the Weekly Agency Report Card Recurring 10:30 AM hold today — pull the latest numbers into the report card + analytics dashboard.	Calendar	30m	Mon
5	Move 'Blog Writing Tool & Process' forward Already 'Working on it' (with Brittney & Patrick) — push it toward done.	Monday	45m	Thu
6	Prep this week's client touchpoints Several external calls: Allevio (Tue), Lost Toad (Wed), MBL + Minky (Thu) — skim status before each.	Calendar	30m	Tue

Suggested blocks.

Mon

11:00 AM–12:00 PMFocus — Sales Huddle prep + Report Card (priorities #2, #4)

Tue

9:30 AM–10:30 AMIVR Charges & Optimization (carried from Mon)

10:30 AM–11:00 AMReach out to John @ Pivot Fitness (account check-in)

1:30 PM–2:00 PMPull Allevio data (prep for 3:00 PM touch point)

2:00 PM–3:00 PMConversion-tracking setup + verify LP campaigns

3:30 PM–4:00 PMMatt Mathison — quick review of his pieces

Wed

12:00 PM–2:00 PMDeep work — conversion-tracking setup + verify LP campaigns (priority #3)

4:00 PM–5:00 PMDeep work — Blog Writing Tool & Process (priority #5)

Fri

10:00 AM–11:30 AMBuffer — clear loose ends + client follow-ups

This week's calendar.

Mon

9:00 AM–9:30 AM	Morning Team Sync
9:30 AM–9:45 AM	Sales Huddle — Pipeline Review
10:30 AM–11:00 AM	Update Weekly Report Card (hold)
12:00 PM–1:00 PM	Product Development & Research
1:00 PM–1:30 PM	Patrick & Taylor Sync

Tue

11:00 AM–12:00 PM	Client Project Sync — NVM Team
12:00 PM–1:00 PM	Product Development & Research
1:00 PM–1:30 PM	Project Sync — Krista
3:00 PM–3:30 PM	Allevio & NV Touch Point

Wed

9:00 AM–9:30 AM	Morning Team Sync
10:15 AM–11:00 AM	Client Project Sync — NVM Team
11:00 AM–11:45 AM	SEO Check-in Meeting
12:00 PM–5:00 PM	No Calls — Work Day to Catch Up
2:00 PM–3:00 PM	Lost Toad × North Vista
3:30 PM–4:00 PM	Minky × Google Monthly

Thu

9:00 AM–9:30 AM	North Vista / MBL Bi-monthly
11:00 AM–12:00 PM	Client Project Sync — NVM Team
1:00 PM–1:30 PM	Project Sync — Krista
2:00 PM–2:30 PM	Cody & Taylor Ad Sync
2:30 PM–3:00 PM	[1:1] CSM × Leadership

Fri

9:00 AM–9:30 AM	Morning Team Sync
9:30 AM–9:45 AM	Sales Huddle — Pipeline Review
12:00 PM–4:00 PM	Robb Birthday (out)OUT