Client Onboarding 12/14 completed
+12 more to-dos...Content 0/1 completed
Website Development 32/39 completed
- ❏ Setting up Wp-Engine Hosting with Client or access current host
- ❏ Copy demo site over to new server (landing page or microsite only)
- ❏ Back up clients website
- ❏ create treatment pages (add demo or existing content)
- ❏ Create gravity forms and thank you page for each service
Archived to-do lists
Digital Marketing Set Up
- ❏ Provide ad manager with all details and order campaigns
- ❏ Adwords: order ad copy for unique services
- ❏ Google Ads - Set up campaign
- ❏ Facebook / Instagram: Set up campaigns
- ❏ Create Facebook / Instagram ads creatives (if unique needed)
Front Desk Support
- ❏ Call Rail Login
- ❏ Lead Protocol & Script sent to client
- ❏ Front Desk Training
- ❏ Secret Shop Leads Test/Report
Final Checklist
- ❏ Make sure all pop ups and forms go to correct email IMPORTANT
- ❏ Complete Client Checklist on Trello
- ❏ Verify FInal URL for Google - FB ads