Client Onboarding
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❏
Dental Implant REDO
1
Jonnamae J.
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✔
Set up $1000 OFF Split test POPUP
5
Jonnamae J.
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✔
Signed contract and secure payment
1
whitney.zelig@gmail.com
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✔
Facebook Ad Id - Secure access
whitney.zelig@gmail.com
- ✔ Request Admin access to Facebook Business Page
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✔
Confirm hi@medstarpatients.com is not in client's spam folder
2
Hector M.
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✔
Identify which emails to notify for leads
5
Hector M.
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✔
Add typeform to Invisalgin page
3
Isaac K.
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✔
invisalign page
Isaac K.
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✔
Secure budgets for ads
4
whitney.zelig@gmail.com
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✔
Google analytics access or make new one
1
Hector M.
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✔
Set Up Generic Email to for google adwords, analytics, etc. if needed
1
Hector M.
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✔
Adwords set up: secure access or create new account to build out adwords account/ input billing info
1
Hector M.
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✔
Create new client sheet in Google Docs
1
Hector M.
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✔
Send client Request for Assets/ onboarding email
1