Basecamp Export

Exported Aug 15, 2025 at 4:02 AM

Smart Medicine SF - www.smartmedsf.com

Digital Marketing Set Up service * Digital Marketing Monthly Management : VIP *

New Client Onboarding (CSM)

✔ Confirm New Ad Setup Form Completion
✔ Confirm Digital Marketing Assets Form Completion by Client (Or Gather Details)
✔ Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
✔ Company Info added into Hubspot
✔ Confirm A2P Form Completion
✔ Request Comp Set Research for client (Assign to Elizabeth) 1 Elizabeth R. Oct 17, 2023
✔ Competitor Map Setup (Add Location)