New Client Onboarding (CSM) 2/7 completed

• ❏ Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
• ❏ 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

+2 more to-dos...

Implementation (Hector) 0/10 completed

• ❏ Create New Client Sheet/Setup in Hubspot
• ❏ Update all client asset information in sheets or database
• ❏ Add site to UptimeRobot for monitoring
• ❏ Verify Google ADs Account Access (move into MCC when ready)
• ❏ Assign Meta Assets to Team Members

+5 more to-dos...

New Client Website Requests 0/32 completed

Digital Marketing Campaigns & Set Up 0/17 completed

Front Desk Support 0/5 completed

• ❏ Confirm Client has Access to Lead Sheet (CSM confirm)
• ❏ Front Desk Training Scheduled {Date} (CSM send to client)
• ❏ Set up High Level Automations (Emily)
• ❏ Lead Protocol & Script sent to client (Emily)
• ❏ Secret Shop Request Template {Date} (CSM assign to Elizabeth after 30 days of ads live)

SEO Checklist 0/13 completed

• ❏ GBP (aka GMB) Access
• ❏ GBP (aka GMB) set-up
• ❏ Add Client to Ahrefs Dashboard
• ❏ Add Client to Bright Local
• ❏ Google Analytics Access

+8 more to-dos...

New Web Development: Existing Clients 0/3 completed

• ❏ New Service Page - Ad Campaign *Template *
• ❏ New Service Page - no ads *template*
• ❏ Service Page Update - SEO