Digital Marketing Campaigns & Set Up 12/13 completed
Ads Setup & Creation
- ✔ New Meta Ad Campaign - Coolsculpting
- ✔ URGENT - Update Google Ad Offer
- ✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
- ✔ Popups - Set up Campaign Pages (JayJay assign to Charmae)
- ✔ 🔴Launch ASAP 🔴 Meta Ads - Set Up Campaign
- ✔ 🔴Launch ASAP 🔴 Google Ads - Set up Campaigns
Digital Marketing Campaigns - Live Client 0/16 completed
Ad Creative Request (CSM)
- ❏ New- Meta Creative Request (CSM assigns to Brittany/Creative PM)
- ❏ New- Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
- ❏ Google Ad Copy Request(CSM assigns to Kamie/Ivonne)
- ❏ AD Request tasks assigned to Ads Manager (CSM Check off)
- ❏ Pop-up Change - New Graphic/Offer (Assign to Creative PM > to JayJay when final)
Offer Change or Creative Change Requests (CSM/Paid Media Manager)
- ❏ Google Offer Change - Update AD Copy (Assign to Paid Media Manager->Assign to Shane)
- ❏ META Offer Change - Update Copy and Creatives (Assign to Paid Media Manager->Assign to Shane)
- ❏ META Creative Change - NEW Creatives (Assign to Paid Media Manager->Assign to Shane)
- ❏ Verify Campaign Page is Optimized (Paid Media Manager assign to JayJay)
Archived to-do lists
New Client Onboarding (CSM)
- ❏ 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
New Client Website Requests
SEO Checklist
- ❏ GBP (aka GMB) Access
- ❏ GBP (aka GMB) set-up
- ❏ Add Client to Ahrefs Dashboard
- ❏ Add Client to Bright Local
- ❏ Google Analytics - Create New One - Access