Client Onboarding 1/13 completed
- ❏ Signed contract and secure payment
- ❏ Send client Request for Assets/ onboarding email
- ❏ Add site to UptimeRobot for monitoring
- ❏ Set Up Generic Email to for google adwords, analytics, etc. if needed
- ❏ Adwords set up: secure access or create new account to build out adwords account/ input billing info
Website Development 0/12 completed
- ❏ Setting up Wp-Engine Hosting with Client or access current host
- ❏ Setup subdomain through our hosting (landing page or microsite only)
- ❏ Copy demo site over to new server (landing page or microsite only)
- ❏ Back up clients website
- ❏ create treatment pages (add demo or existing content)
Archived to-do lists
Digital Marketing Set Up
- ❏ Provide ad manager with all details and order campaigns
- ❏ Adwords: order ad copy for unique services
- ❏ Google Ads - Set up campaign
- ❏ Facebook / Instagram: Set up campaigns
- ❏ Create Facebook / Instagram ads creatives (if unique needed)
Content
Front Desk Support
Final Checklist
- ❏ Make sure all pop ups and forms go to correct email IMPORTANT
- ❏ Complete Client Checklist on Trello
- ❏ Verify FInal URL for Google - FB ads