Dashboard

Branded keyword verification & gap analysis

Tiering consistency cleanup (T4 India → T5, naming, geo targeting)

Get tier finalization sign-off from Mehak

N8N: enterprise clients workflow operational

N8N: customer types workflow operational

N8N workflow status check & enterprise workflow prep

Conversion tracking — map Primary vs Secondary actions

Client Performance Report

Monthly Business Review

Enterprise campaign P1 deployed

Create contacts with correct account_id links for all client emails

Create missing accounts in CRM for each active client

Audit existing client emails in Sanity vs CRM contacts table

Cashflow Review

Quarterly Business Review

Create service_engagements for each active client service