New Client Onboarding (CSM) 5/7 completed
+5 more to-dos...Implementation (Hector) 7/11 completed
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Secure Delegate Access - Domain & Hosting access
Hector M.
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Google My Business - secure access.
Hector M.
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Create GHL Sub Account & Start A2P Verification
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Set up Google Search Console
Hector M.
Digital Marketing Campaigns & Set Up - New Client 4/20 completed
Ad Creative Requests (CSM)
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Meta Creative Request (CSM assigns to Brittany/Creative PM)
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Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
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Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
- ❏ Offers Finalized (Check off)
- ❏ Budgets Finalized (Check Off)
- ❏ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
Archived to-do lists
New Client Website Requests
SEO Checklist
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GBP (aka GMB) Access
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GBP (aka GMB) set-up
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Add Client to Ahrefs Dashboard
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Add Client to Bright Local
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Google Analytics Access
New Web Development: Launched Clients
Front Desk Support
- ❏ Confirm Client has Access to Lead Sheet (CSM confirm)
- ❏ Front Desk Training Scheduled {Date} (CSM send to client)
- ❏ Set up High Level Automations (Emily)
- ❏ Lead Protocol & Script sent to client (Emily)
- ❏ Secret Shop Request Template {Date} (CSM assign to Elizabeth after 30 days of ads live)