Team
KM
Keith Mino
CEO
SM
Sarah Mino
Graphic Designer (Contractor)
Weekly 1
MON
TUE
WED
THU
FRI
Send 1 personal outreach message KM
Monthly 11
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Create blog article featured image + social graphic SM
Create 4 LinkedIn + 4 Facebook posts SM
Post 1 LinkedIn thought-leadership post KM
Approve and publish 1 Insight article KM
Send 1 email newsletter KM
Review Google Analytics + Search Console KM
Review & optimise Google Ads campaign KM
Review & adjust social media ad spend KM
Review email marketing list KM
Conduct 1–2 QBRs with structured referral ask KM
1 client appreciation touchpoint KM
Quarterly / Yearly 7
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Publish 1 lead magnet or case study KM (Jan, Apr, Jul, Oct)
Collect 1 testimonial or Google review KM (Jan, Apr, Jul, Oct)
Send targeted prospective client campaign KM (Jan, Apr, Jul, Oct)
Attend or host 1 networking / client event KM (Jan, Apr, Jul, Oct)
Review content + referral performance KM (Jan, Apr, Jul, Oct)
Host 1 webinar for current clients KM (Jan & Jul)
Host 1 webinar for prospective clients KM (Jan & Jul)
Task Reference
| Frequency | When | Task | Owner | Notes |
|---|---|---|---|---|
| Weekly | Friday | Send 1 personal outreach message | Keith | Rotate between: client check-in, networking follow-up, or warm introduction follow-up. Relationship maintenance, not selling. |
| Monthly | 1st | Create blog article featured image + social graphic | Sarah | Featured image for the Insight post plus 1 carousel or infographic version for LinkedIn. |
| Monthly | 1st | Create 4 LinkedIn + 4 Facebook posts | Sarah | Content mix: 1 repurposed from blog article, 1 Keith-at-event or team photo, 1 educational tip, 1 client celebration or industry news. |
| Monthly | 1st & 15th | Post 1 LinkedIn thought-leadership post | Keith | AI drafts from Keith’s dot-points; Keith edits and posts from personal profile. Alternate between insight/opinion and sharing the monthly article. |
| Monthly | 7th | Approve and publish 1 Insight article | Keith | AI drafts ~1,200 words targeting a service pillar or industry vertical. Keith reviews, adds personal perspective, and publishes to website Insights section. |
| Monthly | 7th | Send 1 email newsletter | Keith | Links to the new Insight article plus a short personal note from Keith. AI drafts, Keith approves and sends. |
| Monthly | 15th | Review Google Analytics + Search Console | Keith | Track which articles are ranking, which keywords are gaining impressions. Review traffic, sessions, bounce rate, and conversion data. |
| Monthly | 15th | Review & optimise Google Ads campaign | Keith | Review ad spend, click-through rates, and conversions. Adjust keywords, bids, and ad copy. Pause underperforming campaigns. |
| Monthly | 15th | Review & adjust social media ad spend | Keith | Review LinkedIn and Facebook ad performance. Adjust targeting, budget allocation, and creative. Pause underperforming ads. |
| Monthly | 15th | Review email marketing list | Keith | List hygiene — remove unsubscribes and bounces, check engagement rates, and plan next campaign send. |
| Monthly | 21st | Conduct 1–2 QBRs with structured referral ask | Keith | Add referral ask to end of QBR: “We’re looking to work with 2–3 more businesses like yours — do you know anyone frustrated with their IT?” Also review expansion opportunities. |
| Monthly | 21st | 1 client appreciation touchpoint | Keith | Handwritten note, LinkedIn shout-out, or small gift. Rotate through clients so each is touched 1–2 times per year. |
| Quarterly / Yearly | Jan / Apr / Jul / Oct | Publish 1 lead magnet or case study | Keith | Alternating quarters: Q1 lead magnet, Q2 case study, Q3 lead magnet, Q4 case study. AI writes 80%, Keith edits. |
| Quarterly / Yearly | Jan / Apr / Jul / Oct | Collect 1 testimonial or Google review | Keith | After a positive QBR, ask the client for a 2–3 sentence quote. AI can draft based on discussion; client approves. Add to website. |
| Quarterly / Yearly | Jan / Apr / Jul / Oct | Send targeted prospective client campaign | Keith | Targeted email to prospective clients based on industry vertical or service need. Include case study or lead magnet as value-add. |
| Quarterly / Yearly | Jan / Apr / Jul / Oct | Attend or host 1 networking / client event | Keith | BNI, Chamber of Commerce, industry event, or small client lunch (4–6 people). Encourage clients to bring a business contact. |
| Quarterly / Yearly | Jan / Apr / Jul / Oct | Review content + referral performance | Keith | Which articles got traffic? Which referral asks converted? Adjust next quarter’s content topics and referral approach. |
| Quarterly / Yearly | Jan / Jul | Host 1 webinar for current clients | Keith | Educational session for existing clients on a relevant topic (e.g. M365 security, AI tools, cyber awareness). Strengthens retention and positions Mino IT as a trusted adviser. |
| Quarterly / Yearly | Jan / Jul | Host 1 webinar for prospective clients | Keith | Lead-generation webinar targeting prospective clients. Topic aligned with current lead magnet or Insight article. Include Q&A and consultation offer. |