New Client Onboarding (CSM) 4/7 completed
- ❏ Company Info added into Hubspot
- ❏ Confirm Digital Marketing Assets Form Completion by Client (Or Gather Details)
- ❏ Confirm New Ad Setup Form Completion
New Client Website Requests 23/33 completed
Website Starts Here
- ✔ Website Request Starts Here (CSM)
- ✔ Setup Staging Server (Brittany/Ivonne will assign to Issac)
- ✔ Confirm Hosting Access and Details (CSM) (Assign to Brittany when ready)
- ✔ Set up: WP Engine Hosting *OR* Medstar Siteground Hosting (if needed) (Assign to Brittany)
- ✔ Unique Content Order (CSM assigns to Kamie)
Home Page Deliverable (Milestone 1)
- ✔ Request: Blurbs (Brittany (add to Home Page Request once ready)
- ✔ *Home Page Request (Assign to Developer once details are ready-Developer assigns back to Brittany)*
- ✔ Home Page Developer Checklist Completed and Approved (Brittany assigns Jay Jay)
- ✔ Home Page Audit (JayJay assign to Auditor- Assign to Jay Jay once approved)
- ✔ Home Page Delivery + ready for A2P (Jay Jay Gather Details and Review then Assign to CSM and Alyssa)
- ✔ Email Delivered to Client (CSM)
Campaign Pages
- ❏ *Campaign Pages Request for Developer* (Brittanys Assigns to Developer once details are ready)*
- ❏ Campaign Pages Audit (JayJay Assign to Auditor)
- ❏ Campaign Pages Delivery (Jay Jay Assigns to CSM)
- ✔ Request Blurbs for Hero Images-All Pages(Brittany)
- ✔ All Campaign Pages Developer Checklist Completed and Approved (Brittany assigns Jay Jay)
Service Pages (No Ads)
- ✔ Request Blurbs for Hero Image (Brittany)
- ✔ *Service Page Request for Developer* (Assign to Developer once details are ready)* (Brittany)
- ✔ Service Page Developer Checklist Completed and Approved (Brittany assigns Jay Jay)
- ✔ Service Page Audit (JayJay Assigns to Auditor)
- ✔ Service Page Delivery (JayJay assigns to CSM)
Digital Marketing Campaigns & Set Up - New Client 8/19 completed
Ad Creative Requests (CSM)
- ❏ Meta Creative Request (CSM assigns to Brittany/Creative PM)
- ❏ Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
- ❏ Budgets Finalized (Check Off)
- ❏ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
- ✔ Offers Finalized (Check off)
- ✔ Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
Front Desk Support 0/5 completed
Archived to-do lists
SEO Checklist
- ❏ GBP (aka GMB) Access
- ❏ GBP (aka GMB) set-up
- ❏ Add Client to Ahrefs Dashboard
- ❏ Add Client to Bright Local
- ❏ Google Analytics Access