New Client Onboarding (CSM) Archived
- ❏ Competitor Map Setup (Add Location)
- ❏ Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
- ❏ Request Comp Set Research for client (Assign to Elizabeth)
- ❏ Company Info added into Hubspot
- ❏ Confirm A2P Form Completion
- ❏ Confirm Digital Marketing Assets Form Completion by Client (Or Gather Details)
- ❏ Confirm New Ad Setup Form Completion