Client Onboarding
- ✔ Gain access to Clients Facebook Page
- ✔ payment method
- ✔ Secure online assets
- ✔ Signed contract and secure payment
- ✔ here is hosting and staging site
- ✔ Set up Google ads and add billing info
- ✔ Facebook Ad Id - Secure access
- ✔ Request Admin access to Facebook Business Page
- ✔ Access to clients Facebook ad ID
- ✔ Adwords set up: secure access or create new account to build out adwords account
- ✔ creat cooltone page
- ✔ lead notification emails and contacts
- ✔ Identify which emails to notify for leads
- ✔ Secure budgets
- ✔ Set Up Generic Email to for google adwords, analytics, etc.
- ✔ Google analytics access
- ✔ Assign content and tasks to contractors
- ✔ Create project overview video
- ✔ Order content
- ✔ Create shared client doc
- ✔ Send client onboarding email
- ✔ Create new client sheet in Google Docs