New Deliverable Milestones (All Services Template)

This template is a new. The template is created to support chronological hand-offs, current use of the new Hubspot CRM and the future transition to Monday.com project management tool.

AD Checklist (Hector to verify)

Notes

This is done before assigning Shane the tasks.
Ideally, this will be done within 24 hours.

Final URL(s) for Ads:

Website/LP Check 
  • Double check the link included in the "Google Ads- Set up campaigns" and/or "Facebook/Instagram - Set up campaigns"
  • Verify the LPs of the campaigns we are running have the correct GHL tracking number and that it rings to the right number
Google Tag Assistant Legacy Check
Facebook Ads Check:
  • Validate access to the Facebook account using the Facebook Ads ID
  • Does it appear they have an active payment method on file
  • Have creatives been dropped in the "Facebook/Instagram - Set up campaigns" task
Google Ads Check:
Check for details here.

When ads ready, task Shane and CSM.