Meta Ads Graphics 0/0 completed
Meta Ads Video 0/0 completed
New Client Website Requests 20/20 completed
Website Starts Here
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✔
EDITS ON LANDING PAGES
5
-
✔
Web Request Starts Here (CSM)
18
Alyssa W.
Brittany R.
Ivonne A.
Jayjay
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✔
Setup Staging Server (Assign to Isaac)} (Creative PM/Ivonne)
1
-
✔
Confirm Hosting Access and Details (CSM) (Assign to Brittany when ready)
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✔
Set up: WP Engine Hosting *OR* Medstar Siteground Hosting (Assign to Brittany)
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✔
Unique Content Order (CSM assigns to Kamie)
Campaign Pages
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✔
High Priority - Campaign Pages Request (GHL)
15
Alyssa W.
Nolie
- ✔ Campaign Pages Delivery (Jay Jay Assigns to CSM)
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✔
All Campaign Pages Developer Checklist Completed and Approved (Brittany assigns Jay Jay)
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✔
Campaign Pages Audit (JayJay Assign to Auditor)
1
-
✔
Request Blurbs for Hero Images-All Pages(Brittany)
Graphic Requests (Jay Jay assigns to Designers) 0/3 completed
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✔
Service Page {Offer} Pop-up
7
Jayjay
-
✔
Morpheus 8 Graphics - Update Promo
1
Roan H.
- ✔ Badges (If new badge is needed)
- ✔ Home Page Pop-up
Digital Marketing Campaigns & Set Up 19/19 completed
Ad Creative Requests (CSM)
- ✔ Offers Finalized
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✔
Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
-
✔
Deliver final Creatives & Ad Copy to JayJay
Alyssa W.
Jayjay
-
✔
Meta Creative Request (CSM assigns to Brittany/Creative PM)
24
Brittany R.
Ivy S.
Roan H.
-
✔
Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
- ✔ Budgets Finalized
Ads Setup & Creation
-
✔
Popups - Set up Campaign Pages (JayJay Assign to Charmae)
17
Charmae A.
-
✔
Facebook/Instagram Ads - Set up Campaigns (CSM assign to Hector)
25
Hector M.
Shane Q.
-
✔
Google Ads - Set up campaign (CSM assign to Hector)
9
Hector M.
Jayjay
Shane Q.
- ✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
Ads Checklist (Before Passing to Shane)
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✔
AD Checklist (JayJay to Verify)
1
Jayjay
-
✔
High Priority: Set up Lead Sheet
8
Hector M.
- ✔ Both Google and Meta Ads tasks assigned to Shane (Hector check off)
-
✔
High Priority - Set up GTM
2
Isaac K.
Ads Live Checklist
- ✔ Pop-up Request Changes/Check
-
✔
GHL Track # Setup
8
Hector M.
Shane Q.
-
✔
Google ads - Off - Update
Hector M.
Shane Q.
-
✔
Test ALL Forms
2
Jayjay
- ✔ GHL Campaign Automation Setup
Archived to-do lists
Client Onboarding
Website Development
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❏
Set up: WP-Engine Hosting *OR* Medstar Siteground Hosting
-
❏
Audit/ Edit final website
-
❏
EVENT MARKETING
-
❏
New Service Page - Ad Campaign
-
❏
New Service Page - No ads
Digital Marketing Campaigns & Set Up
-
❏
Create Facebook/IG Ad creatives (if needed) - (CSM)
-
❏
Facebook / Instagram - Set up campaigns
-
❏
Set Up: Popups Campaign pages
-
❏
AD Checklist
- ❏ Set-up GHL Sub-Account & Start A2P Verification
Content
Front Desk Support
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❏
Schedule Front Desk Training + Set up High Level Campaigns
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❏
Create & Upload Text & Email Templates on GHL
Final Checklist
SEO Checklist
-
❏
GBP (aka GMB) Access
-
❏
GBP (aka GMB) set-up
-
❏
Add Client to Ahrefs Dashboard
-
❏
Add Client to Bright Local
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❏
Google Analytics Access