Table of Contents
Run this once per month to keep MyVideo.Email reliable across your org.
1) Account and Billing Health #
- Confirm subscription is active
- Confirm plan/tier is correct for current team needs
- Review trial/inactive accounts requiring action
2) Integration Health #
- Verify Google/Microsoft/Keap show active
- Reconnect any stale/failed integrations
- Confirm token refresh behavior is healthy (especially Keap)
3) User and Role Audit #
- Remove former team members
- Verify Owner/Manager/User assignments
- Confirm least-privilege access is enforced
4) Extension Governance #
- Confirm org extension toggle is in intended state
- Validate extension works on latest Chrome
- Re-test camera/mic permission flow
5) Data and CRM Sync Checks #
- Spot-check new users are syncing to Keap correctly
- Verify required tags are applied as expected
- Review failed contact sync logs/errors
6) Template and Content QA #
- Review top 3 templates for quality/compliance
- Refresh outdated scripts/CTAs
- Validate snippet/link rendering with internal tests
7) Deliverability and Performance Review #
- Review sends, clicks, views, replies
- Identify low-performing subject lines/templates
- Set one optimization target for next month
8) Incident/Support Review #
- Review recurring support issues
- Update knowledge base articles accordingly
- Document fixes in internal handoff/runbook
9) Change Log and Ownership #
- Record what changed this month (integrations, roles, templates)
- Assign owner for any unresolved items
- Set due dates before next monthly review
Suggested Cadence #
- Run on the first business day of each month
- 30–45 minutes with Owner + Manager
- Save checklist results in a shared ops doc
