![]() This document is actually in my other course, The Marketing Automation Academy. What I usually do is create a job description document. So instead of inundating you with all this info, I’m going to go ahead and create a job just to give you guys an example of how we get it done. So once they approve that, then we go ahead and move into the next segue. And then this job is actually overdue, we’re just waiting on response from the client to approve it. So I’m going to change that due date to this for Thursday, so that’s going to move that down here. Now that’s the completion date, so I’m going to actually push that back because we always give ourselves about two or three weeks of lead time extra. And as you can see, this job is overdue on January 30. So, Design, right? Our designer full-time, AB, he does an amazing job, he has five jobs in the queue right now. Add a Buffer of 2-3 Weeks to Your Due Dates I’m a big proponent of trying to automate things and keeping myself out of that day-to-day, so that way I can focus on just managing the team. Rochelle, our project manager, will get a notification and then she’ll add that on YouTube. Once that design is completed, he’ll mark that complete. And then as you can see on the sub job with AB-Abraham, our designer-he’s going to go ahead and design that thumbnail. So Che, our project manager, needs to add this YouTube video-actually to our YouTube channel-and work on the thumbnail. So I can see what’s coming, what needs to be worked on, and who’s working on what. And now everything is organized by the due date. Now if I hit this button here, I can click this and I can click Due Date. I just go in, I review the accounts, I make sure all the team members are on point, and then I’ll mark these completed. ![]() So this is more so high-level management stuff. So, we have-right now we’re running four ad campaigns, and then I also review the prospect list. So if I hit Daily, and I hit Daily Tasks, these are some of the tasks that I work on a daily. So these are our main functions: we do a lot of SEO, a lot of web development, PPC, we have daily jobs that are just kind of random jobs that we work on, so I’ll actually start there. So for example, I have all of my Favorites here, and I categorize all of our jobs based on what we do. Split Up Tasks and Jobs According to Category ![]() Some people are more comfortable with Basecamp or Trello, but I’m an Asana guy, and so this is what we use internally for the team. I do recommend signing up for Asana, checking it out, getting acclimated. And I know this can be confusing at first, especially if you’re new to Asana. So for example, let’s go on the left-hand side, you’ll see all of these tabs and menu items. So I’m going to start with Asana and go through our jobs and kind of how we layout our tasks. Asana on the left-hand side-this is more for task management, right? Putting the task in here, itemizing them, and then going ahead and assigning those to individuals within the business. On the right-hand side is our communication platform for talking in real-time. So in essence, what we try to do is organize a lot of our communication within these two stacks. On the right-hand side, I have Slack here as well. ![]() So, as you can see, on the left-hand side, I’ve got Asana live here. So, I’m just going to dive right in-no presentation-just show you a deep dive of how we do this and how we set up our process. I’m showing you today how we have mastered Asana and Slack for consistent communication across the board with our team.
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