Client Onboarding
- ❏ Signed contract and secure payment
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❏
Send client Request for Assets/ onboarding email
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❏
Set Up Generic Email to for google adwords, analytics, etc. if needed
Hector M.
- ❏ Adwords set up: secure access or create new account to build out adwords account/ input billing info
- ❏ Request Admin access to Facebook Business Page
- ❏ Facebook Ad Id - Secure access
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❏
Secure budgets for ads
Hector M.
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❏
Google analytics access or make new one
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❏
Confirm hi@medstarpatients.com is not in client's spam folder
Hector M.
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❏
quickbooks auto payment authorization
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✔
Add site to UptimeRobot for monitoring
1
Hector M.
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✔
Identify which emails to notify for leads
1
Hector M.
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✔
Create new client sheet in Google Docs
1
Hector M.