The Task Library

This page is the web counterpart of our 1,000 Tasks Library, a collection of tasks we have documented over the years to enable anyone to jump on a task quickly.

The tasks listed on this page are related to the Content Factory. Here, you will find resources to help you learn how to execute tasks that fall into three of the four stages of the Content Factory: Process, Post, and Promote.

#634

How To Obtain Access to the Content Factory Photos and Videos

#821

How to Log in to the Descript Account

#851

How to Upload Pillar Content (Long-form Video) To Google Drive

#860

How to Upload a Raw Video to a YouTube Channel

#880

How To Transcribe Pillar Content (Long-form Video) Using Descript

#851

How To Upload Pillar Content (Long-form Video) To Google Drive

#885

How To Edit a One-minute Video

#853

Write an Article About Pillar Content

#

How to claim a Google Knowledge Panel

#889

How To Create a Web Page for Pillar Content (Long-form Video)

#855

How to Post an Article on WordPress

#

How To Embed Video Content Onto a Webpage

#

How To Write Copy for Cross-posting

#

How to Cross-post

#867

How To Collect Positive Mentions

#

How to Update Content Library

#

How to Inventory a YouTube Channel

#

The Asset Tracker

[freelance@yourcontentfactory.com]

#887

How to Upload Ebooks on Free-ebooks.net

#

How to Post on Instagram

#

How To Publish the Course Catalog in a Facebook Group

#

How To Score for Content Authority

#

How to Share a File to Content Factory

#

Simple Step-by-Step Podcast Processing

#

How To Edit Sounds in Descript

#

How To Edit 1 Minute Video With Existing Template via Descript

#

How To Add Captions on a Video Using Descript

#

How To Create Audiogram via Descript

#

How To Add Video Transition via Descript

#

How To Edit a Video for a 15-Second Story or an Instagram Story

#

How To Create a New Entity on Cloud Signals

#

Creating Media Rooms and Press Releases on Cloud Signals

#

How To Become a MarketScale Contributor

#

Cloud Signals Explained

#

How to use AI to generate content for improved SEO ranking

#

How to create and distribute a Press Release

#

Use Segment for Facebook Pixel implementation.

#

Set Up UTM parameter

#

Creating a Facebook Business Manager

#

Create a Facebook Ads Account Using Busines Manager

#

Create a Facebook Page Using Business Manager

#

Creating a Google Ads Account

#

Create a Google Analytics Account with both UA and GA4 properties

#

Creating a Google Tag Manager Account and Brief Introduction

#

Set Up Facebook Pixel

#

Set Up Facebook Website Custom Audience

#

Set up Google Analytics with GTM

#

Set up Google Remarketing Pixel using GTM

#

Set up Google Adwords Conversion Tracking

#

Verify tracking using Facebook Pixel Helper, Google Tag Assistant, and Ghostery

#

Set up Instagram Business Profile

#

Create a Facebook Page

#

Google AMP conversion

#

Create GTM Variables

#

Create GTM Triggers

#

Create GTM dataLayer

#

GTM Account Creation

#

Migrate Hard-coded tags to GTM

#

Set up a product catalog and feed

#

Add "View Content" Standard Event

#

Add "Search" Standard Event

#

Add "Add to cart" Standard Event

#

Add "Add to wishilist" Standard Event

#

Add "Initiate checkout" Standard Event

#

Add "Add payment info" Standard Event

#

Add "Make purchase" Standard Event

#

Add "Lead" Standard Event

#

Add "Complete Registration" Standard Event

#

Debug tags in GTM and publish container

#

Data flow verification

#

Shopify Integration

#

Magento Integration

#

BigCommerce Integration

#

Adding LinkedIn Insight Tag to the Website

#

http to https migration

#

Twitter payment "funding source" set up

#

Adding LinkedIn Insight Tag to the Website

#

Set up and fill out Twitter profile

#

Set up and fill out LinkedIn profile

#

Tie your Google Ads Account to MyClient Center (MCC)

#

Set up Facebook Instant Articles

#

GTM container and Tags

#

GTM Conversion Tracking

#

Conduct a Quick Audit, Quick Audit One-Pager and Template

#

How to correctly link your Facebook personal profile to your other social media profiles

#

How to give partners access to your Twitter Ad Account

#

Download and Install Chrome Extensions

#

Fill out the Quick Audit Deck

#

Create a Facebook Pixel

#

Fill out Access Audit Template

#

How to Fill out Client Digital Plumbing - One Pager Template

#

Create a Facebook Pixel

#

Set up courses with Dynamic Conversion Tracking

#

BlitzMetrics Access to LinkedIn Ad Account

#

Ensure that Digital Plumbing has been implemented

#

Google Analytics Implementation

#

Google Ads Implementation

#

What to do when your ClickFunnels landing page is redirecting to another page

#

Perform a Quick Audit part 1 for a Chiropractor

#

Perform a Quick Audit part 2 for a Chiropractor

#

Grant access request and perform QA (Quality Assurance) to a Quick Audit part 1 or part 2

#

Assemble an Executive Summary

#

Set up Facebook Digital Plumbing (Audiences and Tracking)

#

Set up Google Digital Plumbing (Goals, Conversion, Search Console)

#

How to Verify Google Search Console on WordPress

#

Verify Google Search Console with SquareSpace

#

Verify Google Search Console on WordPress

#

Access YouTube Accounts

#

Add Google Tag Manager to a WordPress Site

#

BuilderAll Super Checkout Setup

#

Disallow Toxic Backlinks Using SEMrush and Google Search Console

#

Activate Call History in Google My Business

#

Log In To Another Team Member's Google Workspace or Gmail

#

Install Google Tag Manager

#

Install Google Analytics 4

#

Link Your Google Properties

#

Create a Google Business Profile (Google My Business)

#

Setting S.M.A.R.T Goals Video

#

#

Measuring Lift/Social ROI

#

Define your mission (start with WHY) and identify desired outcomes and customer segments

#

#

Set your target CPA and ROAS

#

Set your Ad Budget

#

Set your key metrics for ACC

#

Goals Grid Training

#

Carry out Attention Metrics

#

Determine the value of your fans

#

Check for canonical domain issues

#

Make sure your site has descriptive URLs

#

Move any text within an image, video, or flash file into actual text so search engines can pick up on it

#

Ensure each page has a unique title

#

Have a sitemap that outlines every page within your site that’s accessible from any page

#

Use Moz Open Site Explorer to check site ranking.

#

Run your site through SpyFu.com to discover organic and paid competitors

#

Use Ghostery to make sure your pixels / analytics are working properly

#

Validate your webpage’s sourcecode

#

Create atleast 1 blog post per month

#

Set up a Content Library

#

How to export content from Facebook and Instagram

#

Moving From Transcription to Finished Article

#

Blog Posting Process

#

Basic Content Distribution

#

Advanced Content Distrubution

#

Case Study Content Creation

#

Advanced Relationship Building

#

How to Drive Leads from Blog Comments

#

Create a 3 minute "why" video

#

Map out 1 minute video

#

Create a mentions library

#

Create promotional content to drive conversions

#

Facebook Audience Naming Convention

#

How to rank content based on authority

#

How to Tweet a video and trim it as needed on Twitter

#

How To Create a Video Engagement Audience

#

How to Content Library FB Greatest Hits

#

How to Content Library Positive Mentions Permission

#

How to Create a Thumbnail

#

How to Create an Ad for Apps

#

Create an Adset for Apps in Facebook Business Manager

#

How to Make a Facebook Offer From a Page or Ad Manager

#

Make a Request in FancyHands

#

Customer Personas

#

ACC Content

#

Create a content calendar

#

Highlight Key objections

#

Uploading to YouTube

#

Download a video from Youtube to your computer

#

Boost top video

#

Optimize Post

#

Share Positive Mentions

#

Invite engagers to become fans

#

Check on Google Alerts for topics

#

Write a rough draft

#

Craft a killer headline

#

Place links to other thoughtful content throughout your article

#

Format / edit your article to make it easier to read

#

Create multiple variants of content via the 4-1- 1 rule

#

Install plugin for InDesign

#

How to package files in Indesign

#

How to create captions with FB automatic captioning

#

How to edit Specialist Certificates to put their name

#

4 Components of a one minute video

#

Making a one minute video

#

Set up camera, lighting, tripod and microphone

#

Learn how to screen capture for free - Wistia Soapbox

#

Use free editing software – HitFilm Express

#

Create blog posts. (boost)

#

Guest blog. (boost)

#

Create HOW video

#

Create WHAT video

#

Review Facebook ad specs

#

Transcribe video with Otter.ai (Descript)

#

Reskin a guide for a different company or client

#

Reskin Social Amplification Engine Guide

#

Reskin the simple version of a PBM (Personal Branding Manager)

#

Reskin Internal Document

#

Video Edit a one-minute video

#

Video Edit a 3x3 video

#

Collect positive mentions

#

Collect positive mentions

#

Pull Video Download Links From Facebook Groups

#

Update the End Screen on YouTube videos

#

Screen An Article Submission For A Guest Post

#

Collect Positive Mentions

#

Take Contents Of An Email and Create A Task or Thread For It In Basecamp

#

Create a Saved Audience

#

Create a Custom Audience

#

Create your first Website Custom Audience on Facebook

#

Create a Lead Ad engagement Audience

#

Create a Canvas Engagement Audience

#

Create Engagement Audience - Everyone who engaged with your Page

#

Create Engagement Audience - Anyone who visited your Page

#

Create Engagement Audience - People who engaged with any post or ad

#

Create Engagement Audience - People who clicked any call-to-action button

#

Create Engagement Audience - People who sent a message to your Page

#

Create Engagement Audience - People who saved your Page or any post

#

Create saved target audiences on Facebook for cold traffic

#

Create Twitter Tailored Audiences

#

Create WCAs based on top percentile of time spent on site

#

Configuring Organic Targeting on Facebook

#

Set up a combo audience

#

Set up 1, 7, and 28-day audiences for video, website, Facebook page and Instagram

#

Import customers to your social profiles

#

List potential targets on Facebook and Twitter

#

Create 1% lookalike audiences

#

Video Amplification

#

Create 1-, 30- and 180-day audiences

#

Build Funnel Sequences

#

Creating a mega video view audience

#

Exclusions Targeting

#

Build 3-5 saved audiences

#

Establish a consistent naming convention that keeps audiences organized for ease of use

#

List potential targets on Facebook and Twitter

#

List potential targets on Facebook and Twitter

#

Set Up Dollar a Day Twitter Ads

#

Post from client's page, referencing a high authority/influence mention or article

#

Boost Facebook post

#

Boost a Client's page

#

Boost your top posts

#

Set up remarketing ads

#

Create media inception ads

#

Use UTM tracking

#

Create unpublished posts with Website Clicks

#

Fixing Facebook Ads Error (Missing required field in object_story_spec.: The field image_hash or image_url is required in the video_data field of object_story_spec

#

How to Create and Use Remarketing Audience

#

Instagram Quick Audit Course

#

3x3 video Grid Overview Quick Audit

#

3x3 video Grid Overview Quick Audit

#

How to fill out the quick audit deck - Quick Audit Course

#

Alternative Lighthouse for Site speed - Quick Audit Course

#

Twitter Analysis Quick Audit Course

#

Builtwith Quick Audit Course

#

CrowdTangle Quick Audit Course

#

Digital Plumbing Intro Quick Audit Course

#

Facebook Pixel Quick Audit Course

#

Google Tag Assistant Quick Audit Course

#

Website Speed Quick Audit Course

#

How To Tell If A Website Has Site wide HTTPS Quick Audit Course

#

Overview of GCT Quick Audit Course

#

Seperate your campaigns by ACC Funnel

#

Set up Custom Retargeting Audiences

#

Boost with the Correct Goal

#

Match Content Audience Budget FDD Course

#

Boost posts to inception audiences

#

Apply Metrics Decomposition

#

Compare current period against last period

#

Audience optimization

#

Increase relevance positive and negative audiences

#

Top Recommendations

#

#

Look alike audience optimization

#

Update Success Tracker

#

Slice the data in different ways and explain what it means

#

Review budget

#

Apply balancing metrics

#

Apply/Add attention metrics to success tracker

#

Find ROAS and Scale an ad

#

#

Audience, Consideration, Conversion (ACC)

#

Audience, Consideration, Conversion (ACC)

#

Goals, Content, Tartgeting (GCT)

#

Do, Delegate, Delete (DDD)

#

Communicate, Iterate, Delegate (CID)

#

Learn, Do, Teach (LDT)

#

Content, Checklist, Software (CCS)

#

Marketing, Operations, Finance (MOF)

#

Specialist, Business, Partner (SBP)

#

Understand the Triad

#

Learn the Marketing Portion of the Framework of Business

#

Learn the Business Function portion

The Content Factory

We're moving towards the "Uber" marketing model via the Content Factory. It is a two-sided marketplace where if we use Uber speak, we have drivers and riders who don't need to have regular discussions about cars to be able to get from point A to point B.They can jump on a task without any interaction with a client.
It is a pay-per-task model where VAs who qualify and get certified through our training can do a particular task assigned to them to complete.These tasks are checklist-driven activities executed by agents (VAs) and are due on a specific date.

Podcast Inventory Tasks

The following podcast inventory tasks document our process for finding, cataloging, and repurposing podcast appearances across multiple platforms:

How to Inventory a Podcast on YouTube: The Definitive SOP — the complete 5-phase operator’s manual with 16-point verification checklist
How We Use Listen Notes to Find, Track, and Repurpose Every Podcast Appearance — search techniques, Listen Score ratings, CSV export, and the Clip feature
How We Use Podchaser to Amplify Authority and Repurpose Podcast Content — profile verification, credit claiming, and AI-assisted processing
You’ve Probably Been on 100+ Podcasts and Don’t Know It — why inventorying podcast appearances is one of the highest-ROI tasks

Task Library Quick Links

The following are direct links to each documented task in our library, organized by category. Use these to quickly find step-by-step guides for executing Content Factory tasks.

Content Production and Video Editing

Pillar Content and Article Publishing

Cross-posting and Social Distribution

Digital Plumbing and Technical Setup

Cloud Signals and Entity Management

Access, Tools, and Onboarding

Agents and Team Programs

Frameworks and Strategy