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Quarterly Rocks · Kickoff Jul 14 — Close Oct 1, 2026

Product Q3 Rocks

Ten rocks across Paid Media, Web, and SEO — plus one product-led project. Kickoff is Jul 14; everything starts in July and works through the quarter, with Sep 28 → Oct 1 held free for delays and revisions before rocks close Oct 1.

11
Rocks
46
Milestones
79
Days
04
Owners
Team JPJess Parsons RIRachel Instone GGGretchen Gottwald JKJames Kuck DCDanny Collins · audit updates
Paid Media · Quarter at a glance · Jul 1 → Oct 1
JULAUGSEPOCT 1
Auto MXs — Google
Auto MXs — Meta
Spark V2 (Paid Social)
AI Intake & Recommendations
Sep 28 → Oct 1 held free for delays & revisions
01
Rock PM·01 Paid Media View in ClickUp ↗

Auto MXs — Google

Google MXs run themselves — automated weekly, surfacing tasks and checks to us rather than the inverse.

Rock ownerJPJess Parsons
Why this rock

Weekly MX checking consumes a large share of the team's time. Using a tool — Claude or, most likely, Viktor — to make Google MXs as automated as humanly possible is a huge lift to the team's week: the tool posts weekly and surfaces what needs attention instead of the team going looking.

Definition of done

Google MXs run fully automated on a weekly cadence, posting output and surfacing tasks/checks — the team no longer manually checks.

Milestones — 4
01Define MX checklist + automation specDocument exactly what a human checks in a Google MX today and spec what Viktor/Claude must replicate weekly.
~Jul 18Week 3
JPJess
02Build the weekly automationAutomation runs on schedule and posts its weekly output automatically.
~Jul 25Week 4
JPJess
03Parallel run + tuneRun alongside manual checks — confirm it catches everything a human would, and kill false flags.
~Aug 8Week 6
JPJess
04Fully live — manual checking offTeam stops checking; the tool surfaces tasks and checks to us.
~Aug 15Week 7
JPJess
02
Rock PM·02 Paid Media View in ClickUp ↗

Auto MXs — Meta

Same automation for Meta, as its own rock.

Rock ownerRIRachel Instone
Why this rock

Same problem, second platform: Meta MX checking is recurring manual time the tool should absorb. Runs as its own rock so Meta gets a dedicated build and tuning pass rather than riding on the Google work.

Definition of done

Meta MXs run fully automated on a weekly cadence, posting output and surfacing tasks/checks — no manual checking.

Milestones — 4
01Adapt the MX spec for MetaTake the Google checklist/spec and adapt it to Meta's checks and data.
~Jul 25Week 4
RIRachel
02Build the weekly automationMeta automation runs on schedule and posts weekly output automatically.
~Aug 8Week 6
RIRachel
03Parallel run + tuneVerify against manual checks; eliminate false flags.
~Aug 15Week 7
RIRachel
04Fully live — manual checking offMeta MXs surface tasks and checks to the team automatically.
~Aug 22Week 8
RIRachel
03
Rock PM·03 Paid Media View in ClickUp ↗

Spark V2 (Paid Social)

Full upgrade to the copy & creative flow — and to the creative library feeding it.

Rock ownerRIRachel Instone
Why this rock

V1 shipped a lot of new things that now need to be hardened and refined. V2 fully upgrades the copy & creative flow the paid social team lives in, and may extend Spark into PB nurture messaging. It's also a full upgrade to our creative work itself: the Google Drives feeding it get audited so every creative is clear, fully approved, and confidently usable — by humans or by AI pulling from them — with nothing confusing or difficult to understand left in.

Definition of done

Copy & creative flow fully upgraded, all V1 bugs squashed, V1 features refined, Google Drives audited and cleaned — and a decision (plus build, if green-lit) on PB nurture messaging.

Milestones — 4
01Squash all V1 bugsFull bug sweep across everything created in V1; refine what shipped rough.
~Jul 18Week 3
RIRachel
02Google Drive creative audit — cleaned up as humanly possibleAudit all creative Google Drives in parallel with the tool work: kill confusing/duplicative creatives, get clarity on everything, and leave only fully approved assets we're confident using — by the team or by AI pulling from them. Three weeks.
~Jul 31Week 5
RIRachel
03Copy & creative flow — full upgradeThe core flow upgraded end to end for the paid social team.
~Aug 8Week 6
RIRachel
04PB nurture messaging — go/no-go + buildDecide whether PB nurture messaging joins Spark; build it if green-lit.
~Aug 22Week 8
RIRachel
04
Rock PM·04 Paid Media View in ClickUp ↗

AI Intake & Recommendations

Fully AI-enabled request intake — and AI answers the simple asks itself.

Rock ownerJPJess Parsons
Why this rock

Paid media request intake is manual routing work, and simple data requests still pull the team in. A fully AI-enabled intake routes information automatically, and for easy requests AI provides the recommendation directly — the team never gets involved.

Definition of done

Intake is fully AI-enabled with automatic routing; easy data/simple requests receive AI recommendations with zero team involvement.

Milestones — 3
01Map intake flows + routing rulesDocument how requests arrive and define what routes where.
~Jul 25Week 4
JPJess
02AI routing liveAll paid media requests intake through AI with information routed automatically.
~Aug 15Week 7
JPJess
03Auto-recommendations liveSimple/data requests answered by AI directly — no team involvement.
~Sep 5Week 10
JPJess
Web · Quarter at a glance · Jul 1 → Oct 1
JULAUGSEPOCT 1
Full Comm Back Over to PS
AI Intake
AI QA
Legacy Framework Upgrades — Net 7 of 14
Sep 28 → Oct 1 held free for delays & revisions
01
Rock WEB·01 Web View in ClickUp ↗

Full Comm Back Over to PS

All web request communication returns to Partner Success — first, by end of July.

Rock ownerGGGretchen Gottwald
Why this rock

Communication on web requests currently runs through a dedicated comms/intake/QA role. Moving communication back to Partner Success first unblocks the rest of the rock set — and the comm layer itself gets an upgrade on the way over: Hiver templates audited to rock-solid, and a common-questions guide for the team.

Definition of done

Full communication on web requests is handled by the PS team — live by end of July — on top of a cleaned-up, rock-solid comm toolkit.

Milestones — 4
01Document current comm workflowsCapture everything the dedicated role handles today across intake, comms, and QA.
~Jul 18Week 3
GGGretchen
02Hiver template audit — rock solid, zero cruftAudit every single Hiver template: nothing duplicative, nothing unnecessary; everything in there is rock solid, ready to use, and usable.
~Jul 25Week 4
GGGretchen
03PS trained + handoff completePS team owns all web request communication end to end — by end of July.
~Jul 31Week 5
GGGretchen
04Common questions guideBuild the common-questions guide that helps the team answer fast and consistently.
~Jul 31Week 5
GGGretchen
02
Rock WEB·02 Web View in ClickUp ↗

AI Intake

Every web task gets full AI intake — routed to US dev or overseas automatically.

Rock ownerGGGretchen Gottwald
Why this rock

Web intake is more complex than paid media's: beyond capturing the request, the AI has to decide who does the work — hand off to our US development team or our overseas team. Getting this right removes the human router entirely.

Definition of done

All web tasks intake through AI and route automatically to the US development team or the overseas team.

Milestones — 4
01Define routing criteriaWhat goes to the US dev team vs the overseas team — codified for the AI.
~Jul 25Week 4
GGGretchen
02Email review folded into intakeFigure out how emails get reviewed as part of the intake process — critical to triaging every request the right way.
~Aug 1Week 5
GGGretchen
03Viktor site-scan assistUse Viktor to scan sites and confirm answers/questions as part of routing — so every ticket arrives fully ready for whichever team receives it.
~Aug 8Week 6
GGGretchen
04AI intake live on all tasksFull AI intake with automatic US/overseas handoff on every web task.
~Aug 15Week 7
GGGretchen
03
Rock WEB·03 Web View in ClickUp ↗

AI QA

Nothing is certified done without passing the AI QA gate.

Rock ownerGGGretchen Gottwald
Why this rock

Returned work — especially from the overseas team — needs verification that what was requested was actually done. An AI QA bot checks every returning task against its request, for the overseas team and the US team alike, before anything is certified done.

Definition of done

All tasks from both the overseas and US teams pass AI QA before being certified done.

Milestones — 3
01Build the AI QA botBot checks returned work against the original request.
~Aug 8Week 6
GGGretchen
02QA gate live — overseas teamEvery task returning from the overseas team passes AI QA.
~Aug 22Week 8
GGGretchen
03QA gate live — US teamUS team work passes the same gate; nothing certified done without it.
~Aug 29Week 9
GGGretchen
04
Rock WEB·04 Web View in ClickUp ↗

Legacy Framework Upgrades — Net 7 of 14

Half the legacy sites on the new framework by Oct 1, with a locked plan for the rest.

Rock ownerGGGretchen Gottwald
Why this rock

Fourteen partner sites still run the old framework. Q3 moves half of them: build the plan fast, start executing on sites in July, and complete net 7 upgrades by Oct 1 — ending the quarter with a concrete plan for the remaining seven.

Definition of done

Net 7 of the 14 legacy sites upgraded to the new framework, and a written, sequenced plan delivered for the remaining sites.

Milestones — 4
01Upgrade plan locked — all 14 sites sequencedPrioritize the 14, set per-site approach and schedule; built fast so execution starts in July.
~Jul 25Week 4
GGGretchen
02First wave liveFirst upgrades in production — execution underway well before August.
~Aug 8Week 6
GGGretchen
03Net 7 sites upgraded (50%)Seven of the fourteen live on the new framework.
~Sep 26Week 13
GGGretchen
04Remaining-sites plan deliveredSequenced plan for the other seven, ready to run next quarter.
~Sep 26Week 13
GGGretchen
SEO · Quarter at a glance · Jul 1 → Oct 1
JULAUGSEPOCT 1
SearchAtlas Tune-Up
SEO Audits — Second Half of Accounts
Aged Tasks Complete + Stay Current
AI Content Engine V2 Project
Op Cycles Back with AI Project
Sep 28 → Oct 1 held free for delays & revisions
01
Rock SEO·01 SEO View in ClickUp ↗

SearchAtlas Tune-Up

Every on-page deployment feature accounted for, decided, and cleaned up across every site — within 30 days.

Rock ownerJKJames Kuck
Why this rock

On-page deployment features keep pushing things we don't believe in, causing mistakes across sites. We need a full account of every single feature, a distinct keep-or-kill decision on each, and a cleanup applied across the board so nothing deploys that we haven't consciously chosen.

Definition of done

Every on-page deployment feature inventoried with an explicit deploy/don't-deploy decision, and every site fully cleaned up and updated to match — done within 30 days.

Milestones — 3
01Full feature account + keep/kill decisionsWork through every single on-page deployment feature and make a distinct decision: deploy it or not.
~Jul 25Week 4
JKJames
02Cleanup applied across all sitesDecisions enforced everywhere — remove/disable what we don't believe in, standardize what stays.
~Aug 8Week 6
JKJames
03All sites fully updated + verifiedEvery site current with the decided feature set; nothing unapproved deploying.
~Aug 12Week 6
JKJames
02
Rock SEO·02 SEO View in ClickUp ↗

SEO Audits — Second Half of Accounts

The audit ran for half our accounts in Q2 — run it for the rest in Q3, phased, including new partners.

Rock ownerJKJames Kuck
Why this rock

We ran the SEO audit for half of the accounts in Q2. Q3 covers the rest — but before running at scale, James submits his revisions and feedback to Danny, Danny updates the audit, and only then do the remaining accounts run on a phased plan that also covers newly onboarding partners.

Definition of done

Audit revisions incorporated, and every remaining account (plus newly onboarded partners) has its audit run and ready — phased to completion by end of quarter.

Milestones — 4
01Revisions + feedback submitted to DannyJames works through everything learned from the Q2 half and sends complete revision notes to Danny.
~Jul 18Week 3
JKJames
02Audit updatedDanny incorporates the revisions — the audit is current before anything else runs.
~Jul 25Week 4
JKJames
03Phased run plan lockedEvery remaining account scheduled through end of quarter, with a lane for newly onboarding partners.
~Aug 1Week 5
JKJames
04All second-half audits run + readyEvery remaining account audited per the phased plan; new partners included as they onboard.
~Sep 12Week 11
JKJames
03
Rock SEO·03 SEO View in ClickUp ↗

Aged Tasks Complete + Stay Current

Clear the 90-day backlog, then hold a two-week aging standard.

Rock ownerJKJames Kuck
Why this rock

Tasks older than 90 days are sitting incomplete, and the habit is pushing rather than accomplishing. Clear the aged backlog, get fully current, then tighten the definition: nothing sits past two weeks unless its due date is genuinely far out and wasn't manually pushed.

Definition of done

Zero tasks older than 90 days; board fully current; two-week aging standard adopted and holding.

Milestones — 3
01All 90+ day tasks completeEvery task older than 90 days finished — accomplished, not pushed.
~Aug 8Week 6
JKJames
02Board fully up to dateFully current on all tasks; no silent backlog.
~Aug 29Week 9
JKJames
03Two-week standard adopted + holdingAged now means >2 weeks; nothing sits past it unless the due date is legitimately far out and wasn't manually pushed.
~Sep 12Week 11
JKJames
P
Project SEO·P1 SEO Product-led · not a James rock View in ClickUp ↗

AI Content Engine V2

Product-led project — not a James rock, but it needs his involvement throughout.

InvolvementJKJames Kuck
Why this project

SearchAtlas as the publishing middleman slows everything down. Removing it and publishing straight to WordPress means faster publishing, true bulk publishing, and it potentially opens up internal-link management handled by us. Owned by the product team as a project; James is the SEO-side partner, not the rock owner.

Definition of done

Publishing goes straight to WordPress with SearchAtlas removed; bulk publishing works; internal-link management feasibility answered.

Milestones — 3
01Direct WordPress publishing — SearchAtlas removedContent publishes straight to WordPress with the middleman gone.
~Aug 1Week 5
JKJames
02Bulk publishing liveFaster create→publish window and reliable publishing in bulk.
~Aug 15Week 7
JKJames
03Internal-link management (stretch)Assess and, if viable, take over internal-link management now that we control publishing.
~Sep 5Week 10
JKJames
P
Project SEO·P2 SEO Product-led · not a James rock

Op Cycles Back with AI

Product-led project — automated 30-day op cycles. James is the SEO-side partner, not the lead.

InvolvementJKJames Kuck
Why this project

Op cycles disappeared and need to come back — but automated, not manual. Every 30 days, Claude/Viktor (or similar) produces the full update so anyone can go see what the SEO team accomplished over the last 30 days. Product leads the build; James supplies the SEO context and validates output.

Definition of done

Op cycles run every 30 days, completely automated, delivering a full team-visible update.

Milestones — 3
01Define the op cycle template + data sourcesWhat the 30-day update contains and where the data comes from.
~Jul 25Week 4
JKJames
02Automate the cycleClaude/Viktor/similar generates the update on a 30-day cadence, hands-free.
~Aug 22Week 8
JKJames
03First automated cycle deliveredThe team receives the first fully automated 30-day update.
~Sep 5Week 10
JKJames