Client Onboarding
-
❏
Request Admin access to Facebook Business Page
3
whitney.zelig@gmail.com
-
✔
Confirm hi@medstarpatients.com is not in client's spam folder
2
Hector M.
-
✔
Facebook Ad Id - Secure access
1
whitney.zelig@gmail.com
-
✔
Identify which emails to notify for leads
1
Hector M.
-
✔
Set Up Generic Email to for google adwords, analytics, etc. if needed
1
Hector M.
-
✔
Secure budgets for ads
1
whitney.zelig@gmail.com
-
✔
Google analytics access or make new one
1
whitney.zelig@gmail.com
-
✔
Create new client sheet in Google Docs
1
Hector M.
-
✔
Adwords set up: secure access or create new account to build out adwords account/ input billing info
whitney.zelig@gmail.com
-
✔
Send client Request for Assets/ onboarding email
whitney.zelig@gmail.com
-
✔
Signed contract and secure payment
whitney.zelig@gmail.com
Archived to-dos