KICKOFF
AGENDA

Tuesday, July 7 · 3:00–3:45pm EDT

1. 1

   Welcome & How We Work

   5 min

   • Michael as main point of contact, standing communication rhythm
   • Lock in a day/time for the recurring bi-weekly strategy call
2. 2

   Billing & Agreement

   5 min

   • Confirm the signed agreement on Carolina's end
   • Card authorization status, get the Month 1 invoice collected
3. 3

   Access Check-In

   10 min

   • Already have: Shopify, Klaviyo — thank you
   • Still need: Google Analytics, Search Console, Google Ads, Meta Business Manager, a domain/hosting contact
   • Fastest path: walk through adding mrichards@561media.com live on whichever is open
4. 4

   Brand Assets Handoff

   5 min

   • Brand guide, logo files, product photography, the video library
   • Set up a shared Drive folder on the call if that is easiest
5. 5

   Baseline & 90-Day KPI Lock

   15 min

   • Pull baseline numbers together: traffic, conversion rate, AOV, top products, active social/email channels
   • Lock 90-day targets: retail revenue trajectory toward $1.2M, traffic, conversion rate
   • Punch list per workstream: website priorities, content/social cadence, ad channels + budget, CRM/lead flow
6. 6

   Next Steps

   5 min

   • Recap owners and dates for anything still open
   • Confirm the next check-in date