Client Onboarding
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✔
Confirm hi@medstarpatients.com is not in client's spam folder
2
Hector M.
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✔
Google analytics access
2
Hector M.
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✔
Create project overview video
Chris Z.
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✔
Order content
whitney.zelig@gmail.com
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✔
Signed contract and secure payment
whitney.zelig@gmail.com
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✔
Adwords set up: secure access or create new account to build out adwords account
1
Hector M.
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✔
Send client onboarding email
1
whitney.zelig@gmail.com
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✔
Set Up Generic Email to for google adwords, analytics, etc.
1
Hector M.
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✔
Assign tasks to contractors
1
Hector M.
- ✔ Identify which emails to notify for leads
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✔
Create new client sheet in Google Docs
1
Hector M.
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✔
Secure online assets
1
whitney.zelig@gmail.com
Archived to-dos
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❏
payment method
whitney.zelig@gmail.com
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❏
Set up Google ads and add billing info
5
Hector M.
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❏
Gain access to Clients Facebook Page
whitney.zelig@gmail.com
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❏
Access to clients Facebook ad ID
whitney.zelig@gmail.com
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❏
Secure budgets
whitney.zelig@gmail.com
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❏
Request Admin access to Facebook Business Page
whitney.zelig@gmail.com
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❏
Facebook Ad Id - Secure access
whitney.zelig@gmail.com