โ† EDSI VMS

Marketing package

EDSI VMS ยท what is in place, what is not, and what to do next

67
67% complete

33 of 49 points in place ยท 4 things to do. Every line is read straight from the database โ€” nothing here is an opinion.

Do these first

Open items, biggest first. Each one says exactly what to do and where.

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Posted something in the last 28 days6 pts

Nothing published in 28 days.

Do: Approve a draft, then tick it in the Library and press Run. Go โ†’

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Email contact list loaded5 pts

No contacts.

Do: Load a list into email_contacts (business_unit, email, first_name) โ€” leads from the website form are the natural source. Go โ†’

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Every gap has a fix plan3 pts

6 of 7 rivals have plans on their latest snapshot.

Do: Plans are written by the weekly research (since 2026-09-02). Rivals last researched before that get theirs on the next run. Go โ†’

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At least one correction taught to the AI2 pts

Nothing taught yet.

Do: On Review & approve, use "Teach the AI a fact" the first time a draft gets something wrong. Go โ†’

The whole list

Foundation2 of 3 done
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Brand profile written8 pts

The engine has the real facts about this business to draft from.

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At least one correction taught to the AI2 pts

Nothing taught yet.

Do: On Review & approve, use "Teach the AI a fact" the first time a draft gets something wrong. Go โ†’

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Approval chain decided3 pts

0 named approvers; 1 signature required.

Research3 of 4 done
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Competitor watch list (3 or more)5 pts

7 rivals on the list.

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Competitive research under 14 days old5 pts

Latest snapshot 2026-10-26.

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Every gap has a fix plan3 pts

6 of 7 rivals have plans on their latest snapshot.

Do: Plans are written by the weekly research (since 2026-09-02). Rivals last researched before that get theirs on the next run. Go โ†’

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"Features to get ahead" roadmap exists2 pts

Generated 2026-08-22.

Social2 of 3 done
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Every connected channel is on the posting schedule3 pts

Not counted for this business โ€” Nothing connected yet.

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Drafts arriving (something written in the last 14 days)6 pts

1 draft in the last 14 days.

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Nothing waiting for review more than 7 days4 pts

Oldest waiting draft is 5 days old.

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Posted something in the last 28 days6 pts

Nothing published in 28 days.

Do: Approve a draft, then tick it in the Library and press Run. Go โ†’

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Reach being measured (a snapshot in the last 14 days)3 pts

Not counted for this business โ€” No snapshot in 14 days.

Email0 of 1 done
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Email contact list loaded5 pts

No contacts.

Do: Load a list into email_contacts (business_unit, email, first_name) โ€” leads from the website form are the natural source. Go โ†’

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Email list checked by the verifier4 pts

Not counted for this business โ€” No list.

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An email campaign approved4 pts

Not counted for this business โ€” No campaigns drafted.

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Real sending switched on3 pts

Not counted for this business โ€” Off โ€” batches are refused.

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Bounce rate under 5% on what has been sent4 pts

Not counted for this business โ€” Nothing sent yet.

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Bookings tracked back to the email that caused them3 pts

Not counted for this business โ€” No bookings recorded yet.

Reputation0 of 0 done
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Google reviews syncing4 pts

Not counted for this business โ€” No Google listing watched for this business.

How the number is made: each item has a weight; the score is the weight of what is done divided by the weight of what applies to this business. Items that do not apply are shown greyed and left out. Which social accounts count for each business is whatever its Social accounts screen lists โ€” add or remove them there.