Client Onboarding
- ✔ Create shared client doc
- ✔ Secure budgets
- ✔ Assign content and tasks to contractors
- ✔ Secure online assets
- ✔ Create project overview video
- ✔ Create new GoDaddy Account
- ✔ Google analytics access
- ✔ payment method
- ✔ lead notification emails and contacts
- ✔ Identify which emails to notify for leads
- ✔ Set Up Generic Email to for google adwords, analytics, etc.
- ✔ Back up website
- ✔ Access to clients Facebook ad ID
- ✔ Gain access to Clients Facebook Page
- ✔ Set up Google ads and add billing info
- ✔ Adwords set up: secure access or create new account to build out adwords account
- ✔ Request Admin access to Facebook Business Page
- ✔ Facebook Ad Id - Secure access
- ✔ Signed contract and secure payment
- ✔ Order content
- ✔ Send client onboarding email
- ✔ Create new client sheet in Google Docs