Client Onboarding 1/12 completed

• ❏ Signed contract and secure payment
• ❏ Send client Request for Assets/ onboarding email
• ❏ 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

+7 more to-dos...

SEO Checklist 0/4 completed

• ❏ Intro to Client/ Melissa
• ❏ Index only Pages, Post & Authors
• ❏ Verify site has Meta Descriptions on page
• ❏ Set up Google Search Console

Content 0/1 completed

• ❏ Order content

Digital Marketing Set Up 0/20 completed

• ❏ Provide ad manager with all details and order campaigns
• ❏ Adwords: order ad copy for unique services
• ❏ Google Ads - Set up campaign
• ❏ Set up popups/zapier to campaign pages
• ❏ Set up Conversion Tracking

+15 more to-dos...

Website Development 2/16 completed

• ❏ Setting up Wp-Engine Hosting with Client or access current host 6 Isaac K.
• ❏ Setup subdomain through our hosting (landing page or microsite only)
• ❏ Copy demo site over to new server (landing page or microsite only)
• ❏ Back up clients website
• ❏ create treatment pages (add demo or existing content)

+11 more to-dos...

Front Desk Support 0/4 completed

• ❏ Call Rail Login
• ❏ Lead Protocol & Script sent to client
• ❏ Front Desk Training
• ❏ Secret Shop/ Call Rail Report