Basecamp Export

Exported Aug 15, 2025 at 1:46 AM

Be Clinical - www.beclinical.com - Judi

Digital Marketing Set Up Service * Digital Marketing Monthly Management *

Digital Marketing Campaigns & Set Up - New Client 8/9 completed

Ads Live To-Check On List

❏ Consolidated Campaign Update 1/29 Judi V.
✔ Leads dropped by 9 - Meta - Emface Campaign 2 Hector M. Shane Q.
✔ New Meta Campaign & LP - Weight Loss (Semaglutide) 14 Hector M. Shane Q.
✔ Google Ads- Set up Campaigns (Botox/Potenza 10 Hector M. Shane Q.
✔ GHL Track # Setup 7 Hector M. Shane Q.
✔ Boost Budgets - Google - Consolidated Campaign 1 Hector M. Shane Q.
✔ Tracking ISSUE 15 Chris Z. Judi V. Shane Q.
✔ Test ALL Pop-ups & Gravity Forms 1 Jayjay
✔ Verify All Campaign Pages as Optimized (JayJay check off)

New Client Website Requests 25/25 completed

Website Starts Here

✔ Website Request Starts Here (CSM) 25 Brittany R. Chris Z. Isaac K. Judi V.
✔ Unique Content Order (CSM assigns to Kamie)
✔ Set up: WP Engine Hosting *OR* Medstar Siteground Hosting (if needed) (Assign to Brittany)
✔ Confirm Hosting Access and Details (CSM) (Assign to Brittany when ready)
✔ Setup Staging Server (Brittany/Ivonne will assign to Issac)

Campaign Pages

✔ Campaign Pages Audit 12 Alyssa W. Michelle Nov 06, 2023
✔ Campaign Pages Delivery (Jay Jay Assigns to CSM)
✔ Request Blurbs for Hero Images-All Pages(Brittany)
✔ *Campaign Pages Request for Developer* (Brittanys Assigns to Developer once details are ready)*
✔ All Campaign Pages Developer Checklist Completed and Approved (Brittany assigns Jay Jay)

Graphic Requests (Jay Jay assigns to Designers)

✔ Service Page {Offer} Pop-up 8 Roan H. Oct 16, 2023
✔ Badges (If new badge is needed)
✔ Home Page Pop-up

Final Audit & Delivery

✔ New Campaign Pages- Botox & Potenza 25 Brittany R. Charmae A. Isaac K.
✔ Email Delivered to Client (CSM)
✔ Final Site Deliverable (Alyssa will assign the CSM when Client Ready)
✔ Trello Checklist + Connect Pop-ups (Alyssa assign to Isaac)
✔ Test all Gravity Forms (Alyssa assigns to JayJay after Lead sheet is set up)
✔ Cross-check Microsite Audit (JayJay assign to Auditor and inform Alyssa)
✔ Cross-check Developer Checklist (JayJay assign to Nolie)
✔ Update PDO Thread LP 3 Brittany R. Jonnamae J.

Ads Setup & Creation

✔ Facebook/Instagram Ads - Set up Campaigns (CSM Assigns to Hector)
✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
✔ Popups - Set up Campaign Pages (JayJay assign to Charmae) 21 Charmae A. Isaac K. Oct 19, 2023
✔ Google Ads - Set up Campaigns - Higher Priority 12 Chris Z. Judi V. Shane Q. Oct 19, 2023

3 archived

Front Desk Support 4/5 completed

❏ Set up High Level Automations (Emily) 9 Chris Z. Jenna M. Judi V.

+4 more to-dos...

Implementation (Hector) 9/10 completed

❏ Create GHL Sub Account & Start A2P Verification 1

+9 more to-dos...

New Client Onboarding (CSM) 18/18 completed

Ads Checklist (Before Passing to Shane)

✔ Set up Lead Sheet 6 Hector M.
✔ Send client Link to Leadsheet {Email Template} (Hector) Hector M.
✔ Both Google and Meta Ads tasks assigned to Shane (Hector check off)
✔ Set up GTM 13 Hector M.
✔ AD Checklist (Hector to verify) 1

Ad Creative Requests (CSM)

✔ Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
✔ Meta Creative Request (CSM assigns to Brittany/Creative PM)
✔ Offers Finalized
✔ Budgets Finalized
✔ Ad Setup Campaign Tasks Assigned to Hector
✔ Google Ad Copy Request (CSM assigns to Kamie/Ivonne) 8 Kamie A. Shane Q.

+7 more to-dos...

New Web Development: Launched Clients 26/26 completed

New Service Page - Ad Campaign

New Service Page (no ads)

Adjust Existing Landing Page - New Ad Campaign or Offer Change Requests

Update or Create New Page (SEO Team)

Pop-ups

Archived to-do lists

SEO Checklist

+8 more to-dos...

Digital Marketing Campaigns - Live Client