Client Onboarding
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✔
No Longer a Client?
1
Hector M.
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✔
quickbooks auto payment authorization
- ✔ Adwords set up: secure access or create new account to build out adwords account/ input billing info
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✔
Facebook Ad Id - Secure access
Hector M.
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✔
Google analytics access or make new one
1
Hector M.
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✔
Request Admin access to Facebook Business Page
1
Hector M.
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✔
Secure budgets for ads
1
Hector M.
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✔
Set Up Generic Email to for google adwords, analytics, etc. if needed
1
Hector M.
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✔
new client gift
1
Alyssa W.
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✔
Signed contract and secure payment
Hector M.
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✔
Send client Request for Assets/ onboarding email
1
Hector M.
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✔
Add site to UptimeRobot for monitoring
1
Hector M.
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✔
Confirm hi@medstarpatients.com is not in client's spam folder
1
Hector M.
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✔
Secure Godaddy Delegate - Hosting access
1
Hector M.
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✔
Identify which emails to notify for leads
1
Hector M.
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✔
Create new client sheet in Google Docs
1
Hector M.