Implementation (Hector) 7/10 completed
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Google My Business - secure access.
1
Hector M.
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Create GHL Sub Account & Start A2P Verification
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Set up Google Search Console
Hector M.
Digital Marketing Campaigns & Set Up 16/19 completed
Ads Setup & Creation
- ❏ Both Google and Meta Ads tasks assigned to Shane (Hector check off)
- ❏ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
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Test ALL Pop-ups (JayJay will test)
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Low Traffic on New Consolidated Google Campaign
4
Hector M.
Shane Q.
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Verify All Campaign Pages as Optimized (JayJay check off)
- ✔ Offers Finalized (Check off)
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Areas to Exclude in Google Campaigns
2
Shane Q.
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*HIGH PRIORITY* New Consolidated Google Campaign
12
Hector M.
Shane Q.
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Popups - Set up Campaign Pages (JayJay assign to Charmae)
- ✔ Budgets Finalized (Check Off)
- ✔ Provide ad manager with all details and order campaigns
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HIGH PRIORITY Pause Meta Consolidated Campaign
1
Shane Q.
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New Consolidated Meta Campaign
1
Hector M.
Shane Q.
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*PAUSE META Ads
1
Hector M.
Shane Q.
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High Cost Conversion on Google - Hair
1
Shane Q.
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High Cost per lead - Google ads
5
Hector M.
Shane Q.
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✔
Facebook/Instagram Ads - Set up Campaigns (CSM Assigns to Hector)
13
Hector M.
Shane Q.
- ✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
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Google Ads - Set up Campaigns (CSM Assigns to Hector)
11
Hector M.
Shane Q.
Front Desk Support 2/5 completed
- ❏ Set up High Level Automations (Emily)
- ❏ Lead Protocol & Script sent to client (Emily)
- ❏ Secret Shop Request Template {Date} (CSM assign to Elizabeth after 30 days of ads live)
Digital Marketing Campaigns - Live Client 1/10 completed
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New- Meta Creative Request (CSM assigns to Brittany/Creative PM)
- ❏ Pop-up Change - New Graphic/Offer (Assign to Creative PM > to JayJay when final)
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Google Ads - Set up Campaigns (CSM Assigns to Paid Media Manager)
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Facebook/Instagram Ads - Set up Campaigns (CSM Assigns to Paid Media Manager)
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Google Offer Change - Update AD Copy (Assign to Paid Media Manager->Assign to Shane)
Archived to-do lists
New Client Onboarding (CSM)
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Competitor Map Setup (Add Location)
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Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
- ❏ Company Info added into Hubspot
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Confirm A2P Form Completion
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Confirm Digital Marketing Assets Form Completion by Client (Or Gather Details)
New Client Website Requests
SEO Checklist
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GBP (aka GMB) Access
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GBP (aka GMB) set-up
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Add Client to Ahrefs Dashboard
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Add Client to Bright Local
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Google Analytics Access