📄 Live version: reports.schoolstorytellers.com/onboarding — the version inside the dashboard is the source of truth (it has the clickable Day-1 checklist). This Notion copy is for reading and reference.

You're running bi-weekly marketing reports for private K–12 schools. Most of the work is already automated — the job is the judgment layer: verify, polish, send. Plan on 15–30 minutes per school per cycle.

Day 1 — Get set up

• [ ] Accept your Hubstaff invite (check your email). You're hourly — install Hubstaff and start your timer now, including while you read this and click around. All work time is tracked there.
• [ ] Bookmark the dashboard: reports.schoolstorytellers.com — this is home base. Everything below lives there.
• [ ] Sign up for a free LastPass account (lastpass.com) and send Janet the email you used — she'll share each school's form-dashboard password to it (you'll need them to verify form fills).
• [ ] Notion access — the school hub pages will be shared to your email; accept the invites when they arrive.
• [ ] Read the in-app guide: click the ? button in the top-right of the dashboard. Four short tabs — the weekly flow, what's automated, the schools, and onboarding new schools.
• [ ] Watch the form-fill Loom: Maclay walkthrough. Sacred Heart's video doesn't exist yet — its form dashboard works similarly (link is inside its report; creds in LastPass).
• [ ] Get acquainted: open each school from the "Jump to school hub" menu and skim its current report and Past reports tab. That's the voice and format you're maintaining.
• [ ] Look at the sample report (jump menu → "Sample report (for prospects)") — the idealized version of what every school receives, and the template we duplicate when a new school signs.

The job — your bi-weekly rhythm

1. Monday morning, open the dashboard. The banner tells you which schools are due this week. Reports are due 4 days after a reporting period closes.
2. Open the school's report. Stats are already pulled from the ad platforms and GA4, and an AI draft of the overview, channel notes, next steps, and client email is waiting.
3. Verify form fills — the one manual stat. Log into the school's form dashboard (Inquiry Reconciliation section has the link), count inquiries for the period, and fix the number if the platforms under-reported. Platform "leads" often miss form fills — your verified count is the truth.
4. Edit the AI text. Tighten anything that reads off. Your edits are remembered and teach the next draft your style.
5. Draft the email — don't send it yourself (for now). Compose it as a draft in Janet's inbox using the ready-made email in the report, then ping Janet that it's ready for review. She'll review and send. Don't click Mark sent yet — the dashboard should match reality, so only mark it once Janet confirms the email actually went out. After a few cycles, you'll start sending directly.
6. After client calls: log any real question the client asked in the Client Questions box at the bottom of the dashboard. Good ones get promoted to Blog Ideas — that list drives our content.