Digital Marketing Campaigns & Set Up 12/13 completed
Ads Setup & Creation
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✔
New Meta Ad Campaign - Coolsculpting
23
Hector M.
Shane Q.
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✔
URGENT - Update Google Ad Offer
1
Hector M.
Shane Q.
- ✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
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✔
Popups - Set up Campaign Pages (JayJay assign to Charmae)
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🔴Launch ASAP 🔴 Meta Ads - Set Up Campaign
16
Hector M.
Shane Q.
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✔
🔴Launch ASAP 🔴 Google Ads - Set up Campaigns
8
Hector M.
Shane Q.
Digital Marketing Campaigns - Live Client 0/16 completed
Ad Creative Request (CSM)
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❏
New- Meta Creative Request (CSM assigns to Brittany/Creative PM)
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❏
New- Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
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❏
Google Ad Copy Request(CSM assigns to Kamie/Ivonne)
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❏
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)
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❏
Google Offer Change - Update AD Copy (Assign to Paid Media Manager->Assign to Shane)
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❏
META Offer Change - Update Copy and Creatives (Assign to Paid Media Manager->Assign to Shane)
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❏
META Creative Change - NEW Creatives (Assign to Paid Media Manager->Assign to Shane)
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❏
Verify Campaign Page is Optimized (Paid Media Manager assign to JayJay)
Jayjay
Archived to-do lists
New Client Onboarding (CSM)
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❏
Competitor Map Setup (Add Location)
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❏
Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
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❏
Request Comp Set Research for client (Assign to Elizabeth)
- ❏ Company Info added into Hubspot
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❏
Confirm A2P Form Completion
New Client Website Requests
SEO Checklist
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❏
GBP (aka GMB) Access
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❏
GBP (aka GMB) set-up
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❏
Add Client to Ahrefs Dashboard
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❏
Add Client to Bright Local
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❏
Google Analytics - Create New One - Access