Marketing Onboarding Checklist
- Give access to Google Analytics
- Give access to Google Search Console
- Your primary point of contact for the marketing project
- Verify the owners/decision markers can participate at least twice per year in meetings
- Any contacts we may need from your team and who to reach out to in different situations
- We'll make sure you have the correct contacts for our team as well
- Confirm Top 5 Cities in Service Area
- Give access to Google My Business
- Give access to social media accounts we will be managing
- Verify your TSM/TM so we can keep them updated
- Letting you into Basecamp so you can "Watch Us While We Work"
- Ensure that you have set up your billing portal user account
- Go over subscriptions & plan details
- Confirm Preferred Method of Communication
Post Live Marketing Checklist
- Ensure the business point of contact(s) have access to Google Analytics
- Get everyone acquainted with the Help Desk
- Ensure that everyone who needs it has Basecamp access
- Ensure the TSM knows the website has gone live
- Verify the lead form notifications are being received on the new website
- Go over subscriptions & plan details
- Confirm the keywords in the plan
- Schedule the first strategy session
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