Guides
Run your agency, step by step.
Deep walkthroughs of how real agencies set up clients, schedule the work, and report results in Lifted Work.
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How AI Builds on Its Own Work: Chaining Deliverables Across Tasks
Sequence AI tasks so each one builds on the last. A draft created in one task carries to the next, where AI revises it, adds images, or reviews it before a client ever sees it.
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02
Account Health Report Template for Internal Reviews
An internal report template for account managers covering task performance, time tracking, client requests, correspondence, and team workload over the last 30 days.
03
Monthly Performance Report Template with Animated Numbers
A ready-to-use report template covering GA4, Search Console, and Google Business Profile with JavaScript number animations. Copy, paste, and let the AI fill it in.
04
Client Portal: What Your Clients See and How to Set It Up
How the Lifted Work Client Portal works: tabs, requests, deliverables, services, and how to configure it per client.
05
A Practical Guide to Managing Your Agency with Lifted Work
Step-by-step instruction on dashboards, monthly reviews, task creation, client management, and using AI schedulers for scaled agency operations.
06
How to Use the AI Task Scheduler in Lifted Work for Recurring and Onboarding Work
Learn how to automate recurring tasks and client workloads using the AI Task Scheduler. Covers creating scheduling tasks, writing AI prompts, reviewing upcoming work, and tips for staying organized.
