Client Onboarding
- ✔ secret shop spa trouve in person
- ✔ set up automatic 2nd and 3rd texts in HL campaign
- ✔ Google analytics access
- ✔ Assign tasks to contractors
- ✔ Identify which emails to notify for leads
- ✔ Facebook Ad Id - Secure access
- ✔ Adwords set up: secure access or create new account to build out adwords account
- ✔ Create project overview video
- ✔ Confirm hi@medstarpatients.com is not in client's spam folder
- ✔ payment method
- ✔ Set up Google ads and add billing info
- ✔ Access to clients Facebook ad ID
- ✔ Gain access to Clients Facebook Page
- ✔ Request Admin access to Facebook Business Page
- ✔ Create new client sheet in Google Docs
- ✔ lead notification emails and contacts
- ✔ Secure budgets
- ✔ Order content
- ✔ Get in touch with Lauren for a meeting
- ✔ Send client onboarding email
- ✔ Signed contract and secure payment