The "This Week" Board: Feature Micro-Task Checklist

Copy and paste this exact list of micro-tasks into your Friday planning session and distribute them across your "This Week" board.

Here is your master checklist of daily/weekly micro-tasks for any given Feature. You can add this directly to your operations manual right below your SOP.

The "This Week" Board: Feature Micro-Task Checklist

Phase 1: Outreach & Prep (1-2 Weeks Before Launch)

• Targeting: Search FluentCRM using the "Target CRM Invites" list from the Master Task.
• Tagging: Apply temporary tag (e.g., Invite: [Feature Name]) to identified clients.
• Invites: Send the official Feature invitation email to the tagged list.
• Follow-Up: Send a quick follow-up to clients who haven't responded to the invite.
• Asset Collection: Gather logos, offers, or quotes from participating clients.

Phase 2: Content Creation (Week Before Launch)

• Graphics: Design social media graphics/banners for the Feature.
• Copywriting: Draft social media captions for the promotional period.
• Email Build: Draft and format the official launch newsletter.
• Directory Update: Build or update the dedicated Feature page/section on the website.
• Scheduling: Pre-schedule social media posts and the launch newsletter.

Phase 3: Live Promotion (During the Feature)

• Launch Day: Verify the website page is live and the newsletter has been sent.
• Engagement: Spend 15 minutes replying to comments and sharing client posts on social media.
• CRM Updates: Log into FluentCRM and add brief performance notes or anecdotes to participating clients' profiles while they are fresh in your mind.
• Mid-Promo Boost: Send a quick "Don't miss out" email or post a secondary social push.

Phase 4: Wrap-Up & Reporting (Immediately After End Date)

• Data Gathering: Pull engagement stats (open rates, clicks, social reach, page views).
• Client Reporting: Draft and send the final wrap-up summary/report to participating clients.
• CRM Cleanup: Remove the temporary Invite: [Feature Name] tag from clients in FluentCRM.
• Final Closure: Move the Master Task on the Master Campaigns Board to the "Completed" stage.

Pro-Tip for your Friday Planning: When you see a Feature moving into the "Planning" stage on your Master Board, simply grab the Phase 1 & 2 tasks from this list and drop them onto your Monday-Friday columns on your "This Week" board. When the Feature goes live, drop the Phase 3 tasks onto your board. Keep it bite-sized!