SEO Checklist 11/13 completed
+11 more to-dos...Digital Marketing Campaigns & Set Up 17/18 completed
Ads Live To-Check On List
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❏
Meta Budget Change
2
Shane Q.
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✔
New Google Campaign
8
Shane Q.
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✔
Test ALL Pop-ups (JayJay will test)
- ✔ GHL Track # Setup (Alyssa assign to Isaac once A2P verified)
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✔
New General Ad Meta Campaign
2
Hector M.
Shane Q.
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✔
Change Morpheus Meta Campaign Offer
4
Shane Q.
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✔
🔴Urgent Priority - Rush Request🔴 Meta Campaign - Semaglutide
14
Hector M.
Shane Q.
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✔
Targeting updates - Meta Ads
1
Hector M.
Shane Q.
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✔
Meta Offer Change - Morpheus8
7
Hector M.
Shane Q.
- ✔ Provide ad manager with all details and order campaigns
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✔
Verify All Campaign Pages as Optimized (JayJay check off)
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✔
New Meta Ad Creatives - Botox
1
Shane Q.
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✔
Facebook/Instagram Ads - Set up Campaigns (Morpheus 8)
11
Hector M.
Shane Q.
Implementation (Hector) 9/10 completed
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❏
Google My Business - secure access.
3
Hector M.
Digital Marketing Campaigns 13/16 completed
Ad Creative Request (CSM)
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❏
New- Meta Creative Request (CSM assigns to Brittany/Creative PM)
- ❏ Pop-up Change - New Graphic/Offer (Assign to Creative PM > to JayJay when final)
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✔
New- Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
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✔
AD Request tasks assigned to Ads Manager (CSM Check off)
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✔
Google Ad Copy Request(CSM assigns to Kamie/Ivonne)
Offer Change or Creative Change Requests (CSM/Paid Media Manager)
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❏
Verify Campaign Page is Optimized (Paid Media Manager assign to JayJay)
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✔
Google Offer Change - Update AD Copy (Assign to Paid Media Manager->Assign to Shane)
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✔
META Offer Change - Update Copy and Creatives (Assign to Paid Media Manager->Assign to Shane)
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✔
META Creative Change - NEW Creatives (Assign to Paid Media Manager->Assign to Shane)
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✔
Remove MEN from all campaign targeting - Invigorate
2
Hector M.
Shane Q.
Archived to-do lists
New Client Onboarding (CSM)
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❏
Competitor Map Setup (Add Location)
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❏
Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
- ❏ Company Info added into Hubspot
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❏
Confirm A2P Form Completion
1
Jenna M.
Nicol R.
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❏
Confirm Digital Marketing Assets Form Completion by Client (Or Gather Details)