Client Onboarding
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Identify which emails to notify for leads
1
Hector M.
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Confirm hi@medstarpatients.com is not in client's spam folder
1
Hector M.
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✔
Signed contract and secure payment
whitney.zelig@gmail.com
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✔
Order content
Julian R.
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✔
Send client Request for Assets/ onboarding email
whitney.zelig@gmail.com
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✔
Create new client sheet in Google Docs
1
Hector M.
Archived to-dos
- ❏ Google analytics access or make new one
- ❏ Secure budgets for ads
- ❏ Set Up Generic Email to for google adwords, analytics, etc. if needed
- ❏ Adwords set up: secure access or create new account to build out adwords account/ input billing info
- ❏ Request Admin access to Facebook Business Page
- ❏ Facebook Ad Id - Secure access