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Annual Voting Campaign Workflow

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Cycle: Annually – begins end of March, launches first week of May
Tools: GoHighLevel, Gmail, Google Sheets, BizX, Meta Business Suite, ClickUp

Required Training Videos

Phase 0: Pre-Campaign Setup (March 31)

Step 0.1 – Confirm Registration & Request Voting Links

Email Robert McKean at robert@oaklandmagazine.com

Confirm that BA House Cleaning is registered for:

  • Best of Oakland

  • Best of Alameda

  • Best of Berkeley

  • Best of Parents Press

If not registered, ask for the direct links to register.
Also request:

  • Upgrade each listing to the $247 Voting Page Plan

  • Provide direct voting URLs for each listing

Email Template:

Hi Robert,

I’m reaching out to confirm that BA House Cleaning is registered for the following:

  • Best of Oakland

  • Best of Alameda

  • Best of Berkeley

  • Best of Parents Press

If not yet registered, could you kindly provide the registration links?

We’d also like to upgrade all listings to the $247 plan using our BizX trade account. Please confirm this upgrade and share the voting links once available so we can include them in our campaign.

Thank you!
— Anita Hodzic

Step 0.2 – Upgrade to $247 Voting Page Plan (via BizX)

  • Confirm payment via BizX trade account

  • Save receipt or email confirmation in campaign folder

  • Add to internal checklist in ClickUp

Phase 1: Funnel & Giveaway Setup (April 5)

Step 1 – Duplicate and Update Voting Funnel

  • Go to GoHighLevel > Funnels

  • Duplicate last year’s: BAHC Voting Hub [YEAR]

  • Rename to: BAHC Voting Hub 2025 (or current year)

  • Update:

    • Voting links for each city

    • Headline & subheadline

    • Funnel path: /vote2025

    • Replace “categories” with city-based references

    • Include confirmed giveaway prize

Step 2 – Confirm and Update Giveaway

  • Finalize giveaway with Anita (e.g., $150 gift card or deluxe cleaning)

  • Update giveaway mentions in:

    • Funnel

    • All email templates

    • All SMS templates

Phase 2: Email, SMS, and Workflow Prep (April 10–30)

Step 3 – Update Email Templates (Recurring + Prospects)

  • Go to GHL > Marketing > Emails

  • Update all 3 emails in each folder:

    • Folder: Voting Campaign – Recurring

    • Folder: Voting Campaign – Prospects

  • Update:

    • Subject line

    • Preview text

    • Year/date references

    • Prize info

    • Voting link

    • Phone number: 510-567-7600

Step 4 – Review and Adjust Workflows

  • Go to Automation > Workflows

  • Open:

    • Voting – Recurring Clients

    • Voting – Prospects

  • Review: