Digital Marketing Campaigns & Set Up 21/24 completed
- ❏ Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
- ❏ Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
- ❏ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
Implementation (Hector) 8/10 completed
+8 more to-dos...Front Desk Support 1/5 completed
- ❏ Confirm Client has Access to Lead Sheet (CSM confirm)
- ❏ Front Desk Training Scheduled {Date} (CSM send to client)
- ❏ Lead Protocol & Script sent to client (Emily)
- ❏ Secret Shop Request Template {Date} (CSM assign to Elizabeth after 30 days of ads live)
Archived to-do lists
New Client Onboarding (CSM)
- ❏ Competitor Map Setup (Add Location)
- ❏ Request Comp Set Research for client (Assign to Elizabeth)
- ❏ Confirm A2P Form Completion
- ❏ Confirm New Ad Setup 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