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 *

Digital Marketing Campaigns - Live Client 5/17 completed

Ad Creative Request (CSM)

Ad Set-up Request

❏ Verify All Campaign Pages as Optimized (Ads Manager Assign to JayJay)
❏ Test Pop-up & Gravity Forms (Brittany Assigns to JayJay)
✔ New Google Campaign (remove from Meta) - Semaglutide 8 Hector M. Shane Q.

Offer Change or Creative Change Requests (CSM/Paid Media Manager)

Pause Campaign Requests

❏ Google Ads - Pause Campaign (CSM Assign to Ads Manager + Shane)
❏ Meta Ads - Pause Campaign (CSM Assign to Ads Manager + Shane)
❏ Turn Off Emsculpt Campaign 2 Hector M. Shane Q.
✔ Check in on google 1 Shane Q.
✔ 🔴HIGH PRIORITY🔴 New Google Campaign - Remove From Meta 4 Hector M. Shane Q.

Digital Marketing Campaigns & Set Up - New Client 10/21 completed

Ad Creative Requests (CSM)

❏ Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
❏ Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
❏ Offers Finalized (Check off)
❏ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
✔ Remove any Emsculpt Neo Creative 🔴HIGH PRIORITY🔴 4 Hector M. Shane Q.
✔ Meta Creative Request (CSM assigns to Brittany/Creative PM) 7 Alyssa W. Jayjay
✔ Budgets Finalized (Check Off)

Ads Setup & Creation

❏ Popups - Set up Campaign Pages (JayJay assign to Charmae)
❏ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
✔ 🔴HIGH PRIORITY🔴 Facebook/Instagram Ads - Set up Campaigns (CSM Assigns to Hector) 10 Hector M. Shane Q.
✔ 🔴HIGH PRIORITY🔴 Google Ads - Set up Campaigns 6 Hector M. Shane Q.

Ads Checklist (Before Passing to Shane)

Ads Live To-Check On List

❏ Verify All Campaign Pages as Optimized (JayJay check off)
❏ Test ALL Pop-ups (JayJay will test)
❏ GHL Track # Setup (Alyssa assign to Isaac once A2P verified)
❏ Provide ad manager with all details and order campaigns
✔ Meta Offer Change - Weight Loss 1 Hector M. Shane Q.

Implementation (Hector) 5/10 completed

❏ Update all client asset information in sheets or database
❏ Verify Google ADs Account Access (move into MCC when ready) 1 Hector M.
❏ Google My Business - secure access. Hector M.
❏ Create GHL Sub Account & Start A2P Verification 3 Isaac K. Judi V. Katharine A.
❏ Set up Google Search Console Hector M.

+5 more to-dos...

New Client Onboarding (CSM) 7/7 completed

+7 more to-dos...

New Client Website Requests 4/19 completed

Website Starts Here

❏ Set up: WP Engine Hosting *OR* Medstar Siteground Hosting (if needed) (Assign to Brittany)
❏ Confirm Hosting Access and Details (CSM) (Assign to Brittany when ready)
❏ Setup Staging Server (Brittany/Ivonne will assign to Issac)
✔ Website Request Starts Here (CSM) 15 Brittany R. Isaac K.
✔ Unique Content Order (CSM assigns to Kamie) 19 Alyssa W. Brittany R.

Campaign Pages

Graphic Requests (Jay Jay assigns to Designers)

Final Audit & Delivery

3 archived

Front Desk Support 1/5 completed

+1 more to-do...

Archived to-do lists

SEO Checklist

+8 more to-dos...

New Web Development: Launched Clients