Onboarding Notes
Date:
Time:
Attendees:
Services:
-Service #1
-Service #2
-Service #3
Key Notes:
Time:
Attendees:
Services:
-Service #1
-Service #2
-Service #3
Key Notes:
Ad Budget Notes:
Service #1-xxx Content
Service #1-xxx Content
- Recommend a budget of $xxx per month on XXX Ads- Client approved
Service #2-xxx Content
- Recommend a budget of $xxx per month on XXX Ads- Client approved
Service #3- xxx Content
- Recommend a budget of $xxx per month on XXX Ads- Client approved
Specials:
Service #1- Ad targeting: X Miles:
- $XXX Off -Client approved
Service #2 -Ad targeting: X Miles:
- $XXX Off -Client approved
Service #3 -Ad targeting: X Miles:
- $XXX Off -Client approved
Info Gathered:
Website URL:
Micro-Site URL:
Domaine Registrar:
Hosting:
Google AdWords ID:
Google Analytics:
Google My Business:
Facebook Page - ID - Ad Manager:
Main Phone Number:
Contact 1:
Office Location:
Financing:
Following Treatments Free Consults:
Awards & Recognitions for Campaign Pages:
Lead notifications:
Website desired Aesthetic:
Contact 1:
Office Location:
Financing:
Following Treatments Free Consults:
Awards & Recognitions for Campaign Pages:
Lead notifications:
Website desired Aesthetic: