New Client Onboarding (CSM) Archived ❏ Competitor Map Setup (Add Location) ❏ Request Comp Set Research for client (Assign to Elizabeth) ❏ Confirm A2P Form Completion ❏ Confirm New Ad Setup Form Completion ✔ Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet) ✔ Confirm Digital Marketing Assets Form Completion by Client (Or Gather Details) ✔ Company Info added into Hubspot