Digital Marketing Campaigns & Set Up 21/24 completed
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Meta Ad Copy Request (if needed) (CSM Assign to Brittany/Creative PM)
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Google Ad Copy Request (CSM assigns to Kamie/Ivonne)
- ❏ Ad Setup Campaign Tasks Assigned to Hector (Check Off)
Implementation (Hector) 8/10 completed
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Secure Delegate Access - Domain & Hosting access
Hector M.
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Set up Google Search Console
Hector M.
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)
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Competitor Map Setup (Add Location)
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Request Comp Set Research for client (Assign to Elizabeth)
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Confirm A2P Form Completion
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Confirm New Ad Setup Form Completion
New Client Website Requests
SEO Checklist
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GBP (aka GMB) Access
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GBP (aka GMB) set-up
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Add Client to Ahrefs Dashboard
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Add Client to Bright Local
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Google Analytics - Create New One - Access