Client Onboarding 11/14 completed
- ❏ Request Admin access to Facebook Business Page
- ❏ Facebook Ad Id - Secure access
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quickbooks auto payment authorization
SEO Checklist 3/7 completed
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Intro to Client/ Melissa
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Add Client to Ahrefs Dashboard
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Add Client to Bright Local
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Add to Weekly SEO reports
Content 0/1 completed
Final Checklist 1/3 completed
+1 more to-do...Digital Marketing Set Up 18/24 completed
- ❏ Google Analytics: secure access and set up goals
- ❏ Google analytics: set up client dashboard report in support@medstarmedia.com
- ❏ Google Adwords/ Analytics - link the two accounts, import analytics goals into google adwords
- ❏ Set up Goals in GTM.
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Build out Welcome emails in our / clients email platform
Website Development 8/18 completed
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Setting up Wp-Engine Hosting with Client or access current host
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Copy demo site over to new server (landing page or microsite only)
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Back up clients website
- ❏ create treatment pages (add demo or existing content)
- ❏ Create gravity forms and thank you page for each service