Client Onboarding
- ❏ Assign content and tasks to contractors
- ❏ lead notification emails and contacts
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❏
Confirm hi@medstarpatients.com is not in client's spam folder
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❏
Add graphics to these pages
7
Jonnamae J.
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❏
home page
8
Jonnamae J.
Kristabel
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✔
Google analytics access
9
Hector M.
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✔
payment method
whitney.zelig@gmail.com
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✔
Identify which emails to notify for leads
1
whitney.zelig@gmail.com
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✔
Secure online assets
4
whitney.zelig@gmail.com
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✔
botox content
3
Kristabel
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✔
Set Up Generic Email to for google adwords, analytics, etc.
9
whitney.zelig@gmail.com
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✔
Emtone Page
3
Jonnamae J.
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✔
create graphics for each service page https://www.paoliniskincare.com/
1
Melissa N.
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✔
Create project overview video
1
Chris Z.
- ✔ Order content
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✔
Send client onboarding email
whitney.zelig@gmail.com
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✔
Introduce to Whitney for Onboarding
Chris Z.
- ✔ Adwords set up: secure access or create new account to build out adwords account
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✔
Create new client sheet in Google Docs
2
Hector M.
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✔
Request Admin access to Facebook Business Page
whitney.zelig@gmail.com
- ✔ Signed contract and secure payment