Standard operating procedures linked to task categories. Sidekicks reference them; admin maintains them.
Initial kickoff checklist for a new DFY client: scope confirmation, asset collection, access handoff, team introductions.
Pre-flight checklist before flipping a website live: content, SEO basics, analytics, redirects, forms, legal.
Every campaign starts with a written brief. This captures goal, audience, offer, timeline, success metrics before any creative work begins.
Quarterly technical audit: crawlability, indexing, Core Web Vitals, structured data, broken links.
Rolling out an AI tool (chatbot, content generator, SOP assistant) to a client: compliance, prompt hygiene, evaluation.
End-of-week reporting cadence: what we did, what we found, what we are doing next, plus any asks.
Coordination checklist for the day of any major launch (site, campaign, product). Prevents day-of fire drills.
When something breaks and the client notices: how to respond, triage, communicate, and follow up without making it worse.