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2023 Yearly Plan - Coggle Diagram
2023 Yearly Plan
Workflow
PI Workflow
Calculation Excels (reim & Income table)
Email Template Management
Info Email Auto Sorting
Video Production
General Advice
DocuSign
Q1 All PI Wikis
Other side IME - Wiki
WorkCover - Wiki
Public Liability - Wiki
• Google Review request - Wiki
SOLD knowledge base
• Hospital Fees - Wiki
• Rehab - Wiki
Ongoing work - Wiki
Other Matter types
Q2 40 Family
50 Wills & Estate
Q1 30 Traffic and Crime
60 Commercial
20 IMMI
70 Other
Q2 Enq
Knowledge Base
Case Law share knowledge base
• Email Security Knowledge Base
• Contact card management - knowledge base
The Basics How to use Actionstep
Zapier
Numerous tasks see Asana Project
Continuios Devlopment
Integrate with Marketing (website and Active Campaign and Facebook)
Q3 Power Automate
Testing and implementation
Q3 AI Assisted Writing SOLD
Test with Open AI
Q1 SMS Notification
For IME
For onboarding
For task notifications
Further intergration with Active Campaign
Other Software
• LawConnect
• Law Tap
• Huspot
Josef - bots to generate documents
Rabbox All in one messenger
Macro Keyboard
Marketing
Website
Q1 Smarter Drafter Integration
How to promote
SEO management
Fortnightly/Monthly Review
Automate Backlinks
New pages
Commerical
• Shareholders agreement
• Employment contract
• Independent Contractor Agreement
• Service Agreement
• Confidentiality agreement
Loan agreement
Q1 Wills
Q1 About us
Facebook
Our Intro
Q1
Develop actionable Plan going forward
(frequency of posts, what to post, try to automate)
FB groups and growing aurdience
Q1 Instagram - see how it connects
Q2 Facebook ads
Active Campaign
Q1 Setting up
Connect with Workflow
Onboarding
Enquiry
Final Letter
Q1 Monthly Emails / New letters
Connect with our website
Ebook
New Blog Posts
Newletter Subscrption
Further Automation
Regular and consistent updates for Social media and website
Task Templates
Automation Tools
Q1 Doyles Guide
Personal Accounts
Setting up Firm account
Content
Blog posts
AI Article one a week
Need to set up template and workflow
Repurpose old posts
once every fortnight
Holiday related posts
Think about possibilites
atomate preperations
Employment Law
Q1 Research / Develop Plan
Mid-Feb Follow up with Jon
Get documents
Research Relevant Law
Develop Plan
Q2 Implementation / Matters