New Web Development: Landing Pages & SEO Additions 0/3 completed
New Client Onboarding (CSM) 0/7 completed
- ❏ Competitor Map Setup (Add Location)
- ❏ Client Onboarding Notes added in Hubspot
- ❏ Request Comp Set Research for client (Assign to Elizabeth)
- ❏ Company Info added into Hubspot
- ❏ Confirm A2P Form Completion
Implementation (Hector) 0/10 completed
- ❏ Create New Client Sheet/Setup in Hubspot
- ❏ Update all client asset information in sheets or database
- ❏ Add site to UptimeRobot for monitoring
- ❏ Verify Google ADs Account Access (move into MCC when ready)
- ❏ Assign Meta Assets to Team Members
New Client Website Requests 0/38 completed
Home Page Deliverable (Milestone 1)
- ❏ Setup Staging Server (Assign to Isaac)} (Creative PM/Ivonne)
- ❏ Request: Blurbs (Creative PM assigns to writer)
- ❏ *Home Page Request (Assign to Developer once details are ready)* (Creative PM)
- ❏ Home Page Developer Checklist Completed and Approved (JayJay)
- ❏ Home Page Audit (Assign to Auditor)
- ❏ Home Page Delivery + ready for A2P (JayJay assign to CSM and Alyssa)
- ❏ Email Delivered to Client (CSM)