Client Onboarding
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Create new client sheet in Google Docs
- ❏ Signed contract and secure payment
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Send client Request for Assets/ onboarding email
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Add site to UptimeRobot for monitoring
- ❏ Set Up Generic Email to for google adwords, analytics, etc. if needed
- ❏ Adwords set up: secure access or create new account to build out adwords account/ input billing info
- ❏ Request Admin access to Facebook Business Page
- ❏ Facebook Ad Id - Secure access
- ❏ Identify which emails to notify for leads
- ❏ Secure budgets for ads
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Google analytics access or make new one
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Confirm hi@medstarpatients.com is not in client's spam folder
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quickbooks auto payment authorization
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Secure Godaddy Delegate - Hosting access