Client Onboarding
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✔
Create project overview video
Chris Z.
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✔
Confirm hi@medstarpatients.com is not in client's spam folder
9
Hector M.
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✔
Identify which emails to notify for leads
6
Isaac K.
whitney.zelig@gmail.com
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✔
Assign tasks to contractors
1
Hector M.
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✔
payment method
whitney.zelig@gmail.com
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✔
Secure budgets
whitney.zelig@gmail.com
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✔
Order content
whitney.zelig@gmail.com
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✔
Secure online assets
whitney.zelig@gmail.com
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✔
Signed contract and secure payment
whitney.zelig@gmail.com
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✔
Send client onboarding email
whitney.zelig@gmail.com
- ✔ Create new client sheet in Google Docs
Archived to-dos
- ❏ Set up Google ads and add billing info
- ❏ Gain access to Clients Facebook Page
- ❏ Access to clients Facebook ad ID
- ❏ Google analytics access
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❏
Set Up Generic Email to for google adwords, analytics, etc.
3
Hector M.
- ❏ Adwords set up: secure access or create new account to build out adwords account
- ❏ Request Admin access to Facebook Business Page
- ❏ Facebook Ad Id - Secure access