Digital Marketing Campaigns & Set Up - New Client 15/15 completed
Ads Setup & Creation
- ✔ Google Smart Campaign Setup (if needed) (CSM will start and inform Hector)
-
✔
Popups - Set up Campaign Pages (JayJay assign to Charmae)
-
✔
Google Ads - Set up Campaigns (CSM Assigns to Hector)
11
Hector M.
Shane Q.
-
✔
Facebook/Instagram Ads - Set up Campaigns (CSM Assigns to Hector)
4
Hector M.
Shane Q.
Ads Live To-Check On List
-
✔
Additional Meta Ad Creatives - Semaglutide
1
Shane Q.
- ✔ Provide ad manager with all details and order campaigns
- ✔ GHL Track # Setup (Alyssa assign to Isaac once A2P verified)
-
✔
Test ALL Pop-ups (JayJay will test)
-
✔
Verify All Campaign Pages as Optimized (JayJay check off)
-
✔
Appeal Google ads - Circumventing Violation
14
Hector M.
Shane Q.
Digital Marketing Campaigns - Live Client 3/16 completed
Ad Creative Request (CSM)
-
❏
New- Meta Creative Request (CSM assigns to Brittany/Creative PM)
-
❏
Google Ad Copy Request(CSM assigns to Kamie/Ivonne)
-
❏
AD Request tasks assigned to Ads Manager (CSM Check off)
- ❏ Pop-up Change - New Graphic/Offer (Assign to Creative PM > to JayJay when final)
-
✔
New- Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
Offer Change or Creative Change Requests (CSM/Paid Media Manager)
-
❏
Google Offer Change - Update AD Copy (Assign to Paid Media Manager->Assign to Shane)
-
❏
META Offer Change - Update Copy and Creatives (Assign to Paid Media Manager->Assign to Shane)
-
❏
META Creative Change - NEW Creatives (Assign to Paid Media Manager->Assign to Shane)
-
❏
Verify Campaign Page is Optimized (Paid Media Manager assign to JayJay)
New Web Development: Launched Clients 8/24 completed
New Service Page - Ad Campaign
-
❏
Campaign Page Request Starts Here (CSM Assign to Brittany)
-
❏
Web Dev Request - Campaign Page - Ad Campaign *Template* (Brittany assigns Developer)
-
❏
Audit New Campaign Page (Brittany assign to JayJay->Auditor)
-
❏
Verify Campaign Page is Optimized (JayJay Check Off after/during Audit)
- ❏ New Campaign Page Delivery (JayJay assign to CSM once Audit is Done)
-
✔
Unique Content Order (if needed) (CSM assigns to Kamie)
-
✔
Homepage Blurb Request - New Treatment Feature (Brittany assign to writer)
New Service Page (no ads)
-
❏
Service Page Request Starts Here (CSM Assign to Brittany)
-
❏
Web Dev Request - Service Page (no ads) *Template* (Brittany to Developer)
- ❏ New Service Page Delivery (JayJay assign to CSM once Audit is Done)
-
✔
Unique Content Order (if needed) (CSM assigns to Kamie)
-
✔
Homepage Blurb Request - New Treatment Feature (Brittany assign to writer)
-
✔
Audit New Service Page (Brittany Assign to JayJay)
Update or Create New Page (SEO Team)
-
❏
Service Page Update Request (SEO Team Assign to Jonnamae or Gerlie)
-
❏
Audit SEO Service Page Update (SEO Team assign to Elizabeth)
-
❏
Audit New Page - SEO Optimization (JayJay assign to May & Charmae after audit)
-
✔
Audit New SEO Service Page or Child Page (Brittany assign to JayJay->Auditor)
-
✔
Web Dev Request - SEO Service Page or Child Page (SEO Team Assign to Brittany)
Archived to-do lists
New Client Onboarding (CSM)
-
❏
Competitor Map Setup (Add Location)
-
❏
Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)
-
❏
Request Comp Set Research for client (Assign to Elizabeth)
- ❏ Company Info added into Hubspot
-
❏
Confirm A2P Form Completion
New Client Website Requests
SEO Checklist
-
❏
GBP (aka GMB) Access
-
❏
GBP (aka GMB) set-up
-
❏
Add Client to Ahrefs Dashboard
-
❏
Add Client to Bright Local
-
❏
Google Analytics - Create New One - Access