Basecamp Export

Exported Aug 15, 2025 at 2:10 AM

CRMC Aesthetics - www.crmcaesthetics.com - CZ

The client is paying us to set up Ads and manage them on a monthly basis. We are not doing website work. Zara is owner, she has a helper named Bryce who does marketing. We are managing three campaigns, CoolSculpting, Weightloss, and PDO Threads. Quick video on overview: https://drive.google.com/file/d/13AUGjAlVx10IvWFIfGrQ-QND9yfPUd79/view

Client Onboarding

✔ No Longer A client? 12 Hector M. Aug 01, 2023
✔ Secure budgets 4 Chris Z.
✔ Signed contract and secure payment 3 Chris Z.
✔ Set Up Generic Email to for google adwords, analytics, etc. 1 Hector M.
✔ Confirm hi@medstarpatients.com is not in client's spam folder 2 Hector M.
✔ Google analytics access 1 Chris Z.
✔ Assign tasks to contractors 1 Hector M.
✔ lead notification emails and contacts whitney.zelig@gmail.com
✔ Identify which emails to notify for leads whitney.zelig@gmail.com
✔ Facebook Ad Id - Secure access whitney.zelig@gmail.com
✔ Adwords set up: secure access or create new account to build out adwords account whitney.zelig@gmail.com
✔ Secure online assets whitney.zelig@gmail.com
✔ Access to clients Facebook ad ID whitney.zelig@gmail.com
✔ Gain access to Clients Facebook Page whitney.zelig@gmail.com
✔ Set up Google ads and add billing info whitney.zelig@gmail.com
✔ payment method whitney.zelig@gmail.com
✔ Add Client's Website to UptimeRobot 1 Hector M.
✔ Create new client sheet in Google Docs 1 Hector M.
✔ Create project overview video 1 Chris Z.
✔ Send client onboarding email Chris Z.

Archived to-dos

❏ Request Admin access to Facebook Business Page Chris Z.