Digital Marketing Campaigns & Set Up - New Client 19/23 completed
Ad Creative Requests (CSM)
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Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
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Meta Creative Request (CSM assigns to Brittany/Creative PM)
- ✔ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
- ✔ Budgets Finalized (Check Off)
- ✔ Offers Finalized (Check off)
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Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
Ads Setup & Creation
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Popups - Set up Campaign Pages (JayJay assign to Charmae)
- ✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
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Targeting
2
Hector M.
Shane Q.
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✔
Targeting
2
Hector M.
Shane Q.
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✔
Google Ads - Set up Campaigns
6
Hector M.
Shane Q.
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✔
Facebook/Instagram Ads - Set up Campaigns
10
Hector M.
Shane Q.
Ads Live To-Check On List
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❏
Verify All Campaign Pages as Optimized (JayJay check off)
- ✔ Provide ad manager with all details and order campaigns
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✔
Test ALL Pop-ups (JayJay will test)
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✔
Conversion Tracking
1
Hector M.
Shane Q.
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✔
GHL Track # Setup
1
Shane Q.
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✔
New Meta Ad Campaign - General Services
4
Hector M.
Shane Q.
Front Desk Support 4/5 completed
+4 more to-dos...New Web Development: Launched Clients 18/24 completed
New Service Page - Ad Campaign
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Homepage Blurb Request - New Treatment Feature (Brittany assign to writer)
- ❏ New Campaign Page Delivery (JayJay assign to CSM once Audit is Done)
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✔
Verify Campaign Page is Optimized (JayJay Check Off after/during Audit)
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Audit New Campaign Page (Brittany assign to JayJay->Auditor)
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Campaign Page Request Starts Here (CSM Assign to Brittany)
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Web Dev Request - Campaign Page - Ad Campaign *Template* (Brittany assigns Developer)
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Unique Content Order (if needed) (CSM assigns to Kamie)
New Service Page (no ads)
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Service Page Request Starts Here (CSM Assign to Brittany)
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✔
Homepage Blurb Request - New Treatment Feature (Brittany assign to writer)
- ✔ New Service Page Delivery (JayJay assign to CSM once Audit is Done)
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✔
Unique Content Order (if needed) (CSM assigns to Kamie)
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Audit New Service Page (Brittany Assign to JayJay)
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Web Dev Request - Service Page (no ads) *Template* (Brittany to Developer)
Update or Create New Page (SEO Team)
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Audit New SEO Service Page or Child Page (Brittany assign to JayJay->Auditor)
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Audit New Page - SEO Optimization (JayJay assign to May & Charmae after audit)
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Audit SEO Service Page Update (SEO Team assign to Elizabeth)
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Web Dev Request - SEO Service Page or Child Page (SEO Team Assign to Brittany)
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Service Page Update Request (SEO Team Assign to Jonnamae or Gerlie)
Digital Marketing Campaigns - Live Client 7/15 completed
Ad Creative Request (CSM)
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New- Meta Creative Request (CSM assigns to Brittany/Creative PM)
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New- Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
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AD Request tasks assigned to Ads Manager (CSM Check off)
- ✔ Pop-up Change - New Graphic/Offer (Assign to Creative PM > to JayJay when final)
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Google Ad Copy Request(CSM assigns to Kamie/Ivonne)
Offer Change or Creative Change Requests (CSM/Paid Media Manager)
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META Offer Change - Update Copy and Creatives (Assign to Paid Media Manager->Assign to Shane)
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✔
Verify Campaign Page is Optimized (Paid Media Manager assign to JayJay)
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Google Offer Change - Update AD Copy (Assign to Paid Media Manager->Assign to Shane)
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META Creative Change - NEW Creatives (Assign to Paid Media Manager->Assign to Shane)