Client Onboarding
- ✔ Confirm hi@medstarpatients.com is not in client's spam folder
- ✔ Create project overview video
- ✔ Google analytics access
- ✔ Access to clients Facebook ad ID
- ✔ Gain access to Clients Facebook Page
- ✔ Set up Google ads and add billing info
- ✔ Request Admin access to Facebook Business Page
- ✔ lead notification emails and contacts
- ✔ payment method
- ✔ Assign tasks to contractors
- ✔ Set Up Generic Email to for google adwords, analytics, etc.
- ✔ Facebook Ad Id - Secure access
- ✔ Create new client sheet in Google Docs
- ✔ Signed contract and secure payment
- ✔ Send client onboarding email
- ✔ Secure online assets
- ✔ Order content
- ✔ Adwords set up: secure access or create new account to build out adwords account
- ✔ Secure budgets
- ✔ Identify which emails to notify for leads