Basecamp Export

Exported Aug 15, 2025 at 4:13 AM

Training: Website Optimization + Digital Marketing

This is for CSM training purposes on the steps for tasking out on Basecamp.

Client Onboarding

❏ Create new client sheet in Google Docs Hector M.
❏ Update all client asset information in sheets or database Hector M.
❏ Add site to UptimeRobot for monitoring Hector M.
❏ Verify Google ADs Account Access (move into MCC when ready) Hector M.
❏ Assign Meta Assets to Team Members
❏ Confirm hi@medstarpatients.com is not in client's spam folder Hector M.
❏ Secure Delegate Access - Domain & Hosting access
❏ Google My Business - secure access. Hector M.
❏ Create GHL Sub Account & Start A2P Verification Hector M.