Why this SOP exists

inSymmetry exists to give Canadian wealth advisors and dealer firms the best-in-class brand and marketing program in the industry. That is the standard. It is not aspirational, it is operational. Every deliverable we produce, every recommendation we make, and every conversation we have with a client is measured against that standard.

This SOP is the foundation. It captures how we think before we execute, how we scope before we design, and how we evaluate our own work before a client ever sees it. It governs both sides of the business: the writing and strategy work Patrick leads, and the production and creative work Kathryn leads. Every role-specific SOP, from writing workflows to production workflows, sits underneath this one.

Why we work this way

Most advisor marketing fails before it starts. Generic content, inconsistent messaging, and compliance reviews that take weeks instead of days. Advisors invest real money and get activity, not growth. We win by refusing to work that way. We start with a documented brand foundation, design marketing as a system instead of a collection of assets, and hold every output to a standard of client-readiness on first delivery. That is how we compress compliance cycles, how we produce work that actually converts, and how we earn the trust of the advisors and firms we serve.

What this means for you

Read this SOP before you touch any workflow document. The principles here are not optional. They are the reason our work is better than the alternatives, and they are what every freelancer, collaborator, and partner agrees to when they join an inSymmetry engagement. If the principles and a workflow ever appear to conflict, the principles win and you escalate.

Guiding Principle

1 CONTEXT	2 DIAGNOSIS	3 SYSTEM	4 JUSTIFICATION
Understand the business, audience, and materials before anything else.	Identify the real problem. No execution begins without this.	Design the solution as a system, not an isolated asset.	Every output is defensible. Strategy before overdelivery.

#	STANDARD	WHAT IT MEANS	WHAT IT MEANS
1	Engagement Intake	All relevant materials provided upfront. Engagement goal fully understood. Permission granted to interpret beyond the stated request when integrity requires it.	All relevant materials provided upfront. Engagement goal fully understood. Permission granted to interpret beyond the stated request when integrity requires it.
2	Strategic Diagnosis	No execution begins without a diagnosis. The real problem is named before any solution is proposed.	No execution begins without a diagnosis. The real problem is named before any solution is proposed.
3	System-Level Design	Solutions are designed as systems, not isolated assets. Every deliverable connects to the whole.	Solutions are designed as systems, not isolated assets. Every deliverable connects to the whole.
4	Audience Segmentation	When multiple audiences are served, segmentation is intentional. One-size-fits-all outputs are rejected.	When multiple audiences are served, segmentation is intentional. One-size-fits-all outputs are rejected.
5	Tone, Voice, Language	Canadian spelling, grammar, and conventions required. No em dashes, ampersands, emojis, or filler language. Clarity, professionalism, credibility.	Canadian spelling, grammar, and conventions required. No em dashes, ampersands, emojis, or filler language. Clarity, professionalism, credibility.
6	Output Readiness	Work is client-ready on first delivery. Draft-quality output is not submitted for review.	Work is client-ready on first delivery. Draft-quality output is not submitted for review.
7	Review and Iteration	Feedback is strategic, not cosmetic. Revisions address the thinking, not just the surface.	Feedback is strategic, not cosmetic. Revisions address the thinking, not just the surface.
8	Continuity and Evolution	This SOP is the canonical reference. It evolves with the business but remains the single source of truth.	This SOP is the canonical reference. It evolves with the business but remains the single source of truth.
9	Out-of-Scope Behaviours	No simplification for its own sake. Clarity is achieved through thinking, not by reducing rigour.	No simplification for its own sake. Clarity is achieved through thinking, not by reducing rigour.
10	Escalation	When the brief, the audience, or the strategy is unclear, escalate before executing. Ambiguity is surfaced, not absorbed.	When the brief, the audience, or the strategy is unclear, escalate before executing. Ambiguity is surfaced, not absorbed.
RELATED DOCUMENTS • inSymmetry Brand Standards (inSymmetry drive > Brand) • Writing Workflow SOPs (maintained by Patrick MacLean) • Production Workflow SOPs (maintained by Kathryn Ashby) • Client Intake Form Template • Engagement Diagnosis Template	RELATED DOCUMENTS • inSymmetry Brand Standards (inSymmetry drive > Brand) • Writing Workflow SOPs (maintained by Patrick MacLean) • Production Workflow SOPs (maintained by Kathryn Ashby) • Client Intake Form Template • Engagement Diagnosis Template	RELATED DOCUMENTS • inSymmetry Brand Standards (inSymmetry drive > Brand) • Writing Workflow SOPs (maintained by Patrick MacLean) • Production Workflow SOPs (maintained by Kathryn Ashby) • Client Intake Form Template • Engagement Diagnosis Template	WHEN IN DOUBT If the brief is unclear, the audience is ambiguous, or the strategic rationale is not obvious, escalate before executing. Contact Kathryn Ashby (production and creative) or Patrick MacLean (writing and strategy). Clarity is achieved through thinking, not simplification.	WHEN IN DOUBT If the brief is unclear, the audience is ambiguous, or the strategic rationale is not obvious, escalate before executing. Contact Kathryn Ashby (production and creative) or Patrick MacLean (writing and strategy). Clarity is achieved through thinking, not simplification.

At inSymmetry, we do not begin with execution. We begin with context, diagnosis, and system-level thinking. This reduces risk, improves performance, and ensures every output is aligned to real organizational needs, not just the stated ask.

The Engagement Sequence

Operating Standards

Each standard below applies to every engagement. Use this as the decision-making reference when scoping, producing, or reviewing work.

At the start of every monthly content cycle for each client account. This SOP applies to every month, every client, every time. There are no exceptions and no shortcuts.

What it covers

The complete workflow from receiving source content through writing posts in Cowork, generating a branded review document, obtaining approval, submitting to the compliance team, sourcing and naming images, and processing all files to final delivery dimensions.

What happens if you skip a step

Content goes to compliance without approval. Images are cropped incorrectly or named inconsistently. Both outcomes create rework, delays, and avoidable client risk. Follow the sequence every time without exception.

Core Rule

Approval before compliance. Correct naming before image processing. Cowork handles the automation. Your job is to follow the sequence, name files exactly as specified, and never move to the next step until the current one is complete.

The Workflow

Production Steps

Complete each step in order. Do not move to the next step until the current one is done.

1 RECEIVE BRIEF	2 WRITE POSTS	3 REVIEW & APPROVE	4 COMPLIANCE	5 SOURCE IMAGES	6 PROCESS FILES
Open Cowork, navigate to the client folder, and upload the newsletter and blog Word documents.	Cowork reads the source content and generates social media copy for Facebook and LinkedIn.	Cowork produces a branded Word document. Share with Kathryn for review and sign-off.	Submit the approved Word document, newsletter, and blog content to the compliance team.	Cowork provides an image shortlist with links. Download files and save with the correct source names.	Drop named images into the Images folder. Cowork crops, names, and organizes all output files automatically.

#	STEP	OWNER	TOOL / OUTPUT	EST. TIME
1	Open Cowork and navigate to the client's monthly content folder	Freelancer	Cowork workspace	5 min
2	Upload the newsletter and blog Word documents to the Cowork session	Freelancer	Source Word files	5 min
3	Request social posts, specifying the client name, platforms, and number of posts	Freelancer	Cowork prompt	5 min
4	Cowork reads the source documents and writes all posts in the client's approved voice	Cowork	Draft social copy	10 min
5	Cowork generates a branded inSymmetry Word document with all posts formatted for review	Cowork	Branded Word review file	10 min
6	Share the Word document with Kathryn for review and approval	Freelancer	Email or shared folder	5 min
7	Kathryn reviews, annotates, and approves or returns the document for revision	Kathryn	Approved Word document	1-2 days
8	Submit the approved Word document plus the newsletter and blog files to the compliance team	Freelancer	Email package to compliance	15 min
9	Use the Cowork image shortlist to download images from iStock or Pexels using the correct source naming convention	Freelancer	iStock / Pexels downloads	20 min
10	Save the named image files to the Images folder inside the client's Cowork folder	Freelancer	Images folder	5 min
11	Instruct Cowork to process all images; crops and renamed output files are produced automatically	Cowork	Social Posts folder	5 min
12	Verify all output files are present in the Social Posts folder before closing the session	Freelancer	Social Posts folder	5 min

1 UPLOAD	2 PLACE	3 REVIEW	4 ADJUST	5 EXPORT
Drag the social images into Canva's uploads library.	Cowork selects the best template page and places each image.	Open the design in Canva and check all posts visually.	Move any logo or icon that is hard to read.	Save pages 1 to 5 as individual PNG files.

#	STEP	OWNER	TOOL / OUTPUT	EST. TIME
1	Confirm the 5 cropped social images (1080x1080) are present in the Social Posts folder	Freelancer	Social Posts folder	2 min
2	Drag the 5 images into Canva's uploads library (manual upload required before Cowork can place them into the template)	Freelancer	Canva uploads library	5 min
3	In Cowork, instruct it to place the uploaded images into the McBride Wealth Socials template; Cowork selects the correct template page per image automatically	Cowork	Updated Canva design	5 min
4	Open the McBride Wealth Socials design in Canva; confirm the Ventum icon and logo lockup are clearly visible on all 5 pages	Freelancer	Canva design	5 min
5	If any icon or logo is hard to read, move it to a cleaner area of the image and save before proceeding	Freelancer	Canva editor	Varies
6	Export pages 1 to 5 as individual PNG files; rename each file to the Social Posts naming convention and save to the Social Posts folder	Freelancer	Social Posts folder	5 min
RELATED DOCUMENTS • Strategic Collaboration SOP • McBride Wealth Management Brand Standards • Client Image Naming Reference (monthly workflow guide) • inSymmetry Brand Standards	RELATED DOCUMENTS • Strategic Collaboration SOP • McBride Wealth Management Brand Standards • Client Image Naming Reference (monthly workflow guide) • inSymmetry Brand Standards	RELATED DOCUMENTS • Strategic Collaboration SOP • McBride Wealth Management Brand Standards • Client Image Naming Reference (monthly workflow guide) • inSymmetry Brand Standards	WHEN IN DOUBT If source content is missing or the brief is unclear, stop and contact Kathryn Ashby (production and creative) or Patrick MacLean (writing and strategy) before starting any phase. Do not guess at image selection, post copy, or logo placement.	WHEN IN DOUBT If source content is missing or the brief is unclear, stop and contact Kathryn Ashby (production and creative) or Patrick MacLean (writing and strategy) before starting any phase. Do not guess at image selection, post copy, or logo placement.	WHEN IN DOUBT If source content is missing or the brief is unclear, stop and contact Kathryn Ashby (production and creative) or Patrick MacLean (writing and strategy) before starting any phase. Do not guess at image selection, post copy, or logo placement.

Phase 3: Canva Social Post Assembly

Once all images are cropped and saved to the Social Posts folder, this phase assembles the final social posts in Canva. Cowork handles image placement automatically based on logo visibility rules. The freelancer completes one manual upload step, then performs a final visual check before export.

Canva Assembly

Canva Assembly Steps

Complete the visual check on every page before exporting. Do not export without confirming logo visibility.

Complete each step in order. Do not move to the next step until the current one is done.

#	Step	Owner	Tool / Output	Est. Time
1	Review client aesthetic guidelines and March reference images in the Image Workflow Reference document	Freelancer	Client workflow reference MD	5 min
2	Identify the 4 post topics from the approved social posts Word document	Freelancer	Approved social posts doc	5 min
3	Search iStock (primary) or Pexels (secondary) using aesthetic keywords: zen, minimal, natural light, muted palette	Freelancer	iStock / Pexels	15 min
4	Download 4-8 high-resolution source images that match the established aesthetic (NO people except newsletter header)	Freelancer	Source image files	10 min
5	Rename each source file descriptively before upload (e.g., stacked_stones.jpg, mature_woman_window.jpg)	Freelancer	Renamed source files	5 min
6	Open Cowork, navigate to client monthly folder, and upload all renamed source files to the Images folder	Freelancer	Cowork Images folder	5 min
7	In Cowork, request image cropping for all three output types: social (1080×1080), blog (1920×1280 @ 96dpi), newsletter (600×500 header, 600×300 articles)	Freelancer	Cowork prompt	2 min
8	Cowork matches source images to post topics and crops to all required dimensions with correct file naming	Cowork	Social Posts folder with 10 files	5 min
9	Verify all output files are present: 4 social (1080×1080), 1 blog (1920×1280), 1 email header (600×500), 4 email articles (600×300)	Freelancer	Social Posts folder	5 min
10	Use identify command or image properties to confirm dimensions are exact (no rounding errors)	Freelancer	Command line / file properties	5 min
11	Visual quality check: no pixelation, proper center crop, focal point maintained, colours accurate	Freelancer	Image preview	5 min
12	Move verified files to final delivery location and archive source files to client folder	Freelancer	Client archive	5 min

Dimension Specifications

Social Media Posts

• Dimensions: 1080px × 1080px (square)
• Resolution: 72 dpi (web standard)
• Format: JPG
• Naming: [Month]YR_Post1.jpg through Post4.jpg
• Quantity: 4 images per month

Blog Header

• Dimensions: 1920px × 1280px (landscape)
• Resolution: 96 dpi
• Format: JPG
• Naming: [Month]YR_Blog.jpg
• Quantity: 1 image per month

Newsletter/Email Images

• Email Header: 600px × 500px
• Email Articles: 600px × 300px
• Resolution: 72 dpi (web standard)
• Format: JPG
• Naming: [Month]YR_EmailHeader.jpg, [Month]YR_article1.jpg through article4.jpg
• Quantity: 1 header + 4 articles = 5 images per month

File Naming Conventions

Source Files (Before Upload)

Rename downloaded files descriptively based on content:

• stacked_stones.jpg (not iStock_12345678.jpg)
• mature_woman_window.jpg (not IMG_9876.jpg)
• coastal_cliffs.jpg (not pexels-photo-54321.jpg)
• glass_terrarium.jpg (not download.jpg)

Output Files (After Cowork Processing)

Cowork automatically renames to client convention:

• May26_Post1.jpg, May26_Post2.jpg, May26_Post3.jpg, May26_Post4.jpg
• May26_Blog.jpg
• May26_EmailHeader.jpg
• May26_article1.jpg, May26_article2.jpg, May26_article3.jpg, May26_article4.jpg

Applies to: Kathryn and production collaborators

When to use this SOP

Use this SOP for every monthly HTML newsletter you produce for an inSymmetry client. The specific brand specifications, HTML templates, and fixed asset URLs for each client live in a dedicated Claude skill. This document covers the universal production sequence that applies regardless of the client.

What it covers

This SOP covers the full production cycle: gathering source files, activating the correct client skill in Cowork, confirming the content plan through Claude’s readback, building the Mailchimp-compatible HTML, running the verification checklist, and delivering the finished file.

What happens if you skip a step

Skipping the readback means building the wrong content. Skipping verification means delivering errors that reach subscribers. Skipping the image hosting step triggers a Mailchimp encoded-image warning that some clients cannot see past. Each step exists because it has been tested against real production failure.

Core Rule

1 GATHER	2 ACTIVATE	3 READBACK	4 BUILD	5 VERIFY	6 DELIVER
Collect Word docs, images, and hosted URLs from client or internal files.	Open Cowork, activate the client skill, and upload source files.	Review and confirm Claude's content plan before any HTML is built.	Claude produces the Mailchimp-compatible HTML newsletter.	Run the production checklist. Fix any issues before delivering.	Import to Mailchimp, schedule the send, and archive the HTML file.

#	STEP	OWNER	TOOL / OUTPUT	EST. TIME
1	Gather newsletter copy doc, article doc, and all images from the client or internal drive.	Kathryn	Word docs and image files	15 min
2	Upload hero and article images to Mailchimp Content Studio. Copy the mcusercontent.com hosted URLs.	Kathryn	Mailchimp Content Studio / hosted URLs	10 min
3	Open Cowork and activate the correct client skill. Each client has a dedicated skill with their brand specs.	Kathryn	Cowork / client Claude skill	2 min
4	Upload both Word docs and provide all hosted image URLs and article links to Claude.	Kathryn	Cowork chat and file upload	5 min
5	Review Claude's structured readback. Confirm sections, images, links, and Ask Steve inclusion (if applicable). Correct before proceeding.	Kathryn	Cowork chat confirmation	5 min
6	Claude builds the HTML newsletter using the client skill's templates, brand colours, and fixed asset URLs.	Claude	Client_Newsletter_[Mon][YY].html	5-10 min
7	Claude runs the programmatic verification checklist. All items must pass before delivery.	Claude	Python verification script	5 min
8	Open the HTML file in a browser and review visually. Check hero image, section order, and all links.	Kathryn	Browser preview	10 min
9	Import the HTML into Mailchimp, add any remaining link URLs, schedule the send, and save the file to the client folder.	Kathryn	Mailchimp campaign / client archive	15 min
10	If any brand specs, templates, or fixed URLs changed during this issue, update the client skill before closing out.	Kathryn	Cowork / skill-creator skill	As needed
RELATED DOCUMENTS • Strategic Collaboration SOP • Client Claude Skill (e.g., McBride Wealth Foundations Skill) • Mailchimp Account and Content Studio	RELATED DOCUMENTS • Strategic Collaboration SOP • Client Claude Skill (e.g., McBride Wealth Foundations Skill) • Mailchimp Account and Content Studio	RELATED DOCUMENTS • Strategic Collaboration SOP • Client Claude Skill (e.g., McBride Wealth Foundations Skill) • Mailchimp Account and Content Studio	WHEN IN DOUBT For production or technical questions, contact Kathryn. For content strategy or compliance questions, contact Patrick. When in doubt about whether a section follows a client’s brand, open the client’s Claude skill in Cowork. It contains the validated HTML templates, brand colours, and fixed asset URLs for every element of that newsletter.	WHEN IN DOUBT For production or technical questions, contact Kathryn. For content strategy or compliance questions, contact Patrick. When in doubt about whether a section follows a client’s brand, open the client’s Claude skill in Cowork. It contains the validated HTML templates, brand colours, and fixed asset URLs for every element of that newsletter.	WHEN IN DOUBT For production or technical questions, contact Kathryn. For content strategy or compliance questions, contact Patrick. When in doubt about whether a section follows a client’s brand, open the client’s Claude skill in Cowork. It contains the validated HTML templates, brand colours, and fixed asset URLs for every element of that newsletter.

Every client newsletter is produced using a dedicated Claude skill that contains that client's brand specifications, HTML templates, and fixed asset URLs. The process is universal. The skill is client-specific. Never build a newsletter without first confirming the correct client skill is active in Cowork.

The Newsletter Workflow

Production Steps

Follow these steps in order. Do not move to the next step until the current one is complete.

2. Navigate to Blog > Add New Post

3. Create the blog title using this format:

Title Format: Weekly Economics Report - [Month] [Day], [Year]

→ Example: Weekly Economics Report - April 10, 2026

4. Copy and paste the Economic Calendar content:

Copy the economic calendar table from the email

Copy each article section from the email

Insert the saved chart images in the appropriate locations

Ensure images are properly sized and aligned

Tip: Charts should be placed directly after the text that references them.

5. Set category to 'Weekly Economics Report'

6. Add appropriate featured image

7. DO NOT publish yet (you'll need the content for Claude first)

Step 3: Generate Promotional Content With Claude

Upload to Claude Pro

1. Open Claude Pro at claude.ai

2. Start a new conversation

3. Upload the cleaned Dow Jones Morning Briefing PDF from Step 1B

Request the Content Package

Copy and paste this exact prompt into Claude:

I just posted this as a blog on Steve's website. I need the following content: 1. Summary post meta description of 155-165 characters 2. Mailchimp short paragraph for prospects and clients summary encouraging them to click to read 3. Mailchimp subject line and preview text 4. Post for Facebook and LinkedIn I only need copy in here for copy and paste, no word file.

What Claude Will Provide

Meta description (for website SEO)

Email paragraph with merge tag formatting (*|FNAME|*)

Subject line and preview text

Facebook post

LinkedIn post

Step 4: Finalize And Publish The Blog Post

1. Add the meta description from Claude's output to the SEO settings

2. Review the entire post for proper formatting and image placement

3. Publish the post

4. Copy the published blog post URL

Critical: Save this URL. You will need it for Mailchimp and social media.

Step 5: Upload The Morning Briefing Pdf

1. Edit the published blog post

2. Upload the cleaned Dow Jones Morning Briefing PDF

3. Add a download link or button

4. Update the post

5. Test the PDF download link

Step 6: Create And Send Mailchimp Email

Reference Email Format

Use this reference email as your template guide:

https://mailchi.mp/c0763a39a689/echelon-financial-insights-bigger-is-not-always-better-18165572

In Mailchimp

1. Create new campaign > Regular email

2. Subject line: Use the subject line from Claude's output

3. Preview text: Use the preview text from Claude's output

4. Email content:

Use your standard template (reference the link above)

Paste the email paragraph from Claude's output

Replace [LINK] with the actual blog post URL

Ensure the merge tag *|FNAME|* is properly formatted

Include the PDF download link

5. Audiences: Send to three separate tags:

→ Prospects tag

→ Clients tag

→ Staff tag

6. Send test email to yourself

7. Verify all links work

8. Send to all three audience tags

Step 7: Post To Social Media

Facebook

1. Log into McBride Wealth Management Facebook business page

2. Create new post

3. Paste the Facebook post copy from Claude's output

4. Replace [LINK] with the blog post URL

5. Add an image (Economic Calendar graphic or relevant chart)

6. Post immediately or schedule

Linkedin

1. Log into McBride Wealth Management LinkedIn business page

2. Create new post

3. Paste the LinkedIn post copy from Claude's output

4. Replace [LINK] with the blog post URL

5. Add an image

6. Post immediately or schedule

Step 8: Quality Checklist

File Preparation

☐ All charts saved with correct naming format

☐ Dow Jones PDF cleaned (blank page removed, header removed)

☐ Desktop folder organized by date

Blog Post

☐ Blog post published with all charts

☐ All charts displaying correctly

☐ Blog post URL works

☐ PDF download link works

☐ Meta description is 155-165 characters

Mailchimp Email

☐ All [LINK] placeholders replaced

☐ Merge tag *|FNAME|* properly formatted

☐ Test email sent and reviewed

☐ Email sent to all three tags

Social Media

☐ Compliance disclaimers present

☐ 'McBride Wealth Management' used correctly

☐ No em dashes in any copy

☐ Social posts include images

Step 9: Common Issues And Solutions

Issue: Charts won't save from Outlook

Solution:

Right-click and select 'Save Picture As'. If that doesn't work, take a screenshot and crop it.

Issue: PDF is too large to upload

Solution:

In Acrobat, go to File > Save As Other > Reduced Size PDF

Issue: Images not displaying in blog post

Solution:

Resize images to max width of 1200px. Check if they need to be JPG instead of PNG.

Issue: Mailchimp email going to spam

Solution:

Ensure all links use https://

Avoid spam trigger words

Send test email first

Step 10: File Organization

Desktop Folder Structure

Economic_Reports/ └── April_10_2026/ ├── April_10_Chart1.png ├── April_10_Chart2.png ├── April_10_Chart3.png └── Dow_Jones_Morning_Briefing_April_10_2026.pdf

Naming Conventions Summary

Desktop Folder:

→ Format: Month_Day_Year

Chart Images:

→ Format: Month_Day_Chart_Number.png

Dow Jones PDF:

→ Format: Dow_Jones_Morning_Briefing_Month_Day_Year.pdf

Time Estimate Breakdown

Total process: 60-75 minutes

File preparation: 10-15 minutes

Blog post creation: 20-25 minutes

Claude content generation: 5 minutes

Email creation and sending: 15-20 minutes

Social media posting: 10-15 minutes

Visual Examples And Reference Materials

Included with This SOP

1. Dow Jones Morning Briefing PDF (Example)

File: Dow_Jones_Morning_Briefing_for_Apr_6_2026.pdf

This example shows the typical content and format of the morning briefing.

2. Mailchimp Email Template (Reference Link)

URL: https://mailchi.mp/c0763a39a689/echelon-financial-insights-bigger-is-not-always-better-18165572

Study this email to understand the layout, tone, and formatting.

What to Look for in the Examples

In the Dow Jones PDF:

Note the 'Opening Call' section with market futures data

Observe how articles are structured

See charts and data visualizations

Notice the professional layout

In the Mailchimp Email:

Observe the simple, clean design

Note the personalization with merge tags

See how the CTA is prominently placed

Study the balance between text and white space

Brand Compliance Reminders

Critical Brand Rules

1. Always use 'McBride Wealth Management' as the brand name

Never use 'Ventum Financial' except in source attribution.

2. Never use em dashes in any copy

Use hyphens or commas instead.

3. Use Canadian spelling throughout

→ Colour (not color)

→ Centre (not center)

4. Include compliance disclaimers on all platforms

Tone And Style

Professional but accessible

Data-driven and factual

Avoid jargon where possible

Focus on what the data means for Canadian investors

Final Checklist

☐ Blog post is live and accessible

☐ All charts displaying correctly

☐ PDF download works

☐ Mailchimp sent to all three tags

☐ Facebook post published

☐ LinkedIn post published

☐ All links tested

☐ No em dashes

☐ 'McBride Wealth Management' used correctly

☐ Files organized