Client Onboarding
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❏
Signed contract and secure payment
1
whitney.zelig@gmail.com
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❏
Order content
whitney.zelig@gmail.com
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❏
Identify which emails to notify for leads
whitney.zelig@gmail.com
- ❏ Secure budgets for ads
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❏
Confirm hi@medstarpatients.com is not in client's spam folder
Hector M.
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✔
Adwords set up: secure access or create new account to build out adwords account/ input billing info
2
whitney.zelig@gmail.com
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✔
Send client Request for Assets/ onboarding email
1
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✔
Google analytics access or make new one
1
Hector M.
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✔
Create new client sheet in Google Docs
1
Hector M.
Archived to-dos
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❏
Set Up Generic Email to for google adwords, analytics, etc. if needed
Hector M.
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❏
Request Admin access to Facebook Business Page
2
whitney.zelig@gmail.com
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❏
Facebook Ad Id - Secure access
whitney.zelig@gmail.com