The Work
Action Items
Who's doing what, and where it stands.
Task
Owner
Status
Notes
- Record 2–3 short video ads (30 sec) using direct callout hookRobIn ProgressSame hook as winning black ad — Victor to edit
- Build Pains & Problems master list for $10–25M agency clientRobIn ProgressOne page — creative brief for every future ad
- Draft Ideal Client Avatar for VIVA TeamsRobIn ProgressWho they are, what they have, what they want, what's stopping them
- Send Josh & Gabby the Houston pre-work questionsRobPendingWeek before Houston — come prepared, not cold
- Establish weekly LAPS review with leadership teamRobPendingNobody's calling the pipeline — leadership issue, not tools
- Build vivablueprint.com coaching hubBradleyIn ProgressSession recaps, assets, action items in one place
- Update Roadmap + Product Rollout TimelineBradleyIn ProgressBased on today's product context
- Develop Houston pre-work questions for Josh & GabbyBradleyIn ProgressSend week before Houston
- Decide VivaHub / High Level positioningBradleyIn ProgressInsurance-focused niche vs. broader HL VA market
- Prepare Houston agendaBradleyIn ProgressIdeal Client, product sequencing, 90-day plan, read on Josh & Gabby
- Reactivate winning black Meta ad ('stop searching for overpaid talent')RobCompletedOriginal creative back live — lead flow recovering
- Complete Zoho → High Level CRM migrationRobIn ProgressAttribution, lead tracking, SMS now functional
- Systematic phone follow-up on existing CRM pipelineRobPendingMost fixable problem on the list