Account Notes
Experience Senior Living (ESL)Offboarding
IvancicaAshleyTemaLC
Transition/offboarding account — final handoff meeting with Warshawski team is Thursday, May 29. The team should have things smoothly transitioned by then.
Priorities
→Fort Collins Grand Opening (June 11) — Final post-event email copy needs updating (confirmed: broad send to full list, not attendees-only per Wyatt/Phil). Schedule once updated. RSVP tracking spreadsheet handoff to Wyatt by May 31. Press release still needs publishing on Gallery, ESL, and NexCore sites.
→Falls Church landing page — Just keep an eye out for any final edits that come in.
→Levels of Care Phase 2 — Top remaining priority. Tema writing copy (or delegating), Ashley reviewing/approving internally, then LC (Lauren Clarke) makes pages live — no doc review per Phil/Wyatt.
→Strathmore email sequence — Time permitting: rewrite and relaunch (small update — remove outdated virtual tour/sales center details). Reapproval needed from Phill, Lisa, and Louise.
→Ivancica: send combined ESL + NexCore weekly email — These two offboarding accounts share one weekly email. Keep it brief.
NexCoreOffboarding
IvancicaTema
Transition/offboarding account — Insight Engine access ends June 30. Kayla (new VP of Marketing) starts May 20 — Risa will meet her upon return.
Priorities
→Email to Carolyn re: paid media decision — Risa was sending 5/13 with creative preview links and gated/not-gated column in campaign spreadsheet. Joint recommendation: pause LinkedIn ads; keep Google Ads running. Confirm Carolyn has signed off before any changes are made.
→LinkedIn ad account access provisioning — Wyatt, Curtis, and Shane need access. Process: Kathy → Apps Admin → IT → team provisioning.
→Article pipeline (Tema) — NEX-OH-029 due Jun 9, NEX-OH-030 due Jun 22, NEX-OH-031 due Jun 29, NEX-OH-032 due Jul 6. All in Content/Article stage — keep moving.
→Article workflow + dates — Stripped-down workflow: team sends Google Doc and client finalizes. Ivancica following up with Corey on dates — NEX-OH-032 is currently set for Jul 6, which falls after the engagement ends in June.
Forum One
SabinaCoreyDaveTatjana
Keep Moving On
→FO-072: May 2026 Newsletter — Initial development in progress, due 5/14 (Corey).
→FO-098: Government Sector Nurture Campaign — Email preview review due 5/25; program activation targeted 6/2.
→FO-094: May Webinar Follow-Up — Test emails sent to the client; continue through next gates.
Other Items in Progress
→Website relaunch coordination — Forum One relaunching their site in June. Dave and Corey have a meeting with their tech team on 5/20.
→No weekly check-ins with Kass during OOO — Sabina is handling the monthly follow-up email.
Upcoming Meetings
●Forum One Content Check-In — Wed 5/20, 11:00 AM–12:00 PM ET (Corey + Kass)
●New Website Integration Planning — Wed 5/20, 10:00–10:30 AM ET (Corey; Dave Mello, Brian, Kass invited)
●Weekly Check-In with Kass — Mon 6/1, 1:00–1:30 PM ET
Langrand
SabinaAshleyTemaTatjana
Keep Moving On
→Email graphics library — Shane and Spencer reviewed and gave feedback to NF team. Follow up on to-dos.
→Form tracking on live site — Client confirmed fix will be done by 2 PM Friday, May 15. Verify completion and confirm before campaigns go live.
→LG-002: "What It Actually Takes to Close the Gap" — pub date May 18.
→LG-009: "From Promise to Proof: Why Healthcare Brands Are Losing Credibility" — pub date May 26.
Other Items in Progress
→Foresight & Brand Service Pages — Innovation/Transformation pages: client feedback received. Follow up on review status.
→Shannon's LinkedIn — 30-Day Post Drafts — Queued with Kendall, awaiting Shannon's review. Light check-in mid-window if needed.
Next Meeting
●Monthly — June 25 at 1:00 PM ET
Lullabot
IvancicaCoreyLCTatjana
Keep Moving On
→LB-009: "How Small Teams Scale Governance" — Rewrite complete; waiting to hear back from client once they receive it.
→Digital Modernization Playbook (LB-005) — Awaiting final client design sign-off. LB-010 (lead nurture sequence) and LB-011 (Playbook LinkedIn ad) are both fully blocked until this publishes.
→LB-011: Playbook Document Ad — Ellie sent playbook; ad build in progress, needs internal review and launch coordination.
Other Items in Progress
→Article rewrite response pending — Risa sent the rewrite this morning; awaiting Ellie's feedback. Her reaction is a key account health signal.
→ABM Campaign Concept — Status unclear from last monthly; Ivancica checking with Corey on next steps.
→Video Content Planning — Topic list and speaker assignments needed per 5/13 call; Corey to build shared doc.
Next Meeting
●Monthly Marketing Meeting — Tue June 3 (Risa & Corey to prep together May 30)
Matchbox
IvancicaCoreyTemaAidaTatjana
Keep Moving On
→MB-015: "How Experiential Brands Can Create 'Get Out More Often' Moments" — Content interview with Tema in progress.
→MB-012: LinkedIn Ad Headline Copy — Morgan confirmed article just needs images added before publishing.
→MB-016: Brand Search RSA — Pending approval on final keywords but otherwise good to launch.
→Paid Media Campaign Consolidation — Corey and Aida to work on the consolidation plan together. Client wants to keep budget at $1,600/mo — goal is to reduce the number of campaigns accordingly. Corey needs lead time on this before it goes to the client.
Other Items in Progress
→Email Nurture / Drip Campaign — Jeff flagged as a gap and wants it "sooner than later." Strategy development needed.
→Case Study Pages — Morgan expects live this week. Confirm with Morgan once published — triggers next steps.
→State Fair Theme Reveal — Amplification Plan — Morgan confirming exact date (likely last week of May). Corey needs lead time on this.
Monthly Follow-Up Action Items (Corey)
–Produce a detailed creative brief for each upcoming article going forward
–Include LinkedIn ad copy in the social/email tab of each content doc when creating ads
–Paid media consolidation plan with Aida — maintain $1,600 budget, reduce number of campaigns, explore discrete tracks for live events / entertainment sub-sectors
–Schedule a dedicated ideation call for video and broader content planning
Next Meeting
●Monthly Meeting — June 10
Primo Designs
IvancicaAshleyHaris
Keep Moving On
→Google Ads restructure (PRI-024) + LinkedIn campaign (PRI-023) — Both approved and ready to launch. Ivancica confirming with Haris that these go out.
→May newsletter (#025) — Tema completed copy today; in Ashley's review queue. Product selection confirmed (pickleball set).
→Article 021 — In development, due to client May 18.
Next Meeting
●Monthly Marketing Meeting — Wed June 3, 1:00–2:00 PM (Len, TJ, Jennifer Gunter)
Off Madison Ave
IvancicaAshleyTemaTatjana
Keep Moving On
→New OMA Website Project — Kickoff Coordination — Project signed 5/12; kickoff needs to be scheduled once the client responds to Risa's outreach.
→Content queue — No content currently in queue; Ivancica to check in with Ashley on next steps.
Next Meeting
●Monthly meeting — Currently June 4, but Risa needs to reschedule.
ParliamentFirst Day Back
IvancicaCoreyHarisTatjana
Parliament monthly is on the calendar for 5/27 — Risa's first day back. Being prepared for that meeting takes priority over general catch-up.
Keep Moving On
→PAR-004: May 2026 Newsletter — Test email due 5/18.
→May Monthly Deck — Risa setting up the deck before leaving and blocking Corey's calendar on 5/26 to fill in slides. Risa will finalize the morning of 5/27.
→Campaign 058 Retargeting Creative — Pivoting from "what it looks like to work with Parliament" to Brand Strategy Diagnostic quiz. Corey needs lead time on this.
→No weekly status emails needed — Just follow up on any open threads where something is in the client's court. Note: no written content has been produced since November (intentional video pivot strategy) — discuss reintroducing content slowly with Corey upon Risa's return.
Next Meeting
●Parliament / Newfangled Monthly — Wed 5/27, Risa's first day back. Prep before returning. Monthly deck ↗
MedComms Experts
SabinaCoreyLaurenTatjana
Keep Moving On
→May Newsletter (MCE-019) — Status unclear in Asana — confirm with team.
→LinkedIn Thought Leader Post + Document Ad (MCE-28/29) — Copy revised per Wesley's feedback; both pending Wesley's final approval.
→White Paper AEP (MCE-30) — Four internal test emails sent 5/5; final technical review in progress, activation targeted ~5/14.
→MCE-31: AI Prompt Package — Design review sent to client 5/12; awaiting approval before publish.
Other Items in Progress
→MCE-46 Podcast: "The Mistake Pharma Keeps Making" — Copy edits done 5/7; final review due 5/19 for 5/20 publish.
→MCE-26 Article: "What the Top Medical Affairs Teams Are Doing" — Sent to Wesley for review 4/23; confirm approval status.
→Digital Maturity Self-Assessment (MCE-27) — Design ready; copy review in progress, review meeting with Janna scheduled.
→Kinetix rebrand (June 23 launch target) — Act-On setup, DNS/SSL, form integration, and dev tasks in progress. Lauren Clarke coordinating with Tatjana, Janna, Blagoj, and IT. ⚠️ Scope question emerging — Corey meeting with Janna next week. Sabina: check in with CB via Slack ahead of each weekly meeting to keep the project moving.
→Rebrand communications plan — Added by Sabina 5/12; needs Corey's input on due dates and additional tasks.
Upcoming Meetings
●Monthly Marketing Meeting — Mon May 18, 10:00 AM (full team incl. Wesley; Corey to send agenda prior)
●Kinetix Website Project Weekly Status — Tue May 19, 9:30 AM (CB, Blagoj, Sabina, Janna, Misfit — Risa optional/decline)
●Monthly Reporting Meeting — Thu May 28, 10:00 AM (Wesley + full team)
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