New Client Setup Workflow

Client Name

Website URL: *

Salesperson

Which Onboarding Sheet Should Be Sent to ClientNo physical location or No Local SEOOne physical locationMultiple locationsNo Onboarding Sheet Custom Project

Monday.com Setup CategoriesCurrent Marketing Campaigns (Budgets/Changes/Updates)Billing/ContractInitial Setup ItemsFirst StepsReporting/Enhanced Reporting (EVERY CLIENT)GA Four GTM Tracking and ImplementationCall Tracking ReportingLive Chat ServicesSpecialty Reporting PlatformsOn Page SEOPhotography/VideographyConsulting/TrainingContent CreationPaid Search Campaigns Google AdsPaid Search Campaigns Bing AdsPaid Search Campaigns (Shopping Ads)ProgrammaticReputation ManagementEmail Marketing CampaignSocial Media CampaignsLocal SEOGoogle Business PostingsCustom Graphic Design ServicesLogo DesignBranding/Style GuideCustom BrochureCorporate Identity PackageEmail Marketing Template DesignFlyer DesignInfographic DesignCustom Label DeisgnWebsite Design/ Redesign WordPressWebsite Design/ Redesign ShopifyWebsite Design/ Redesign OtherEcommerce SetupNew Website Pre-LaunchPost-Launch check for WebsitesCompleted TasksNo contract for this orderCustom, Tasks Need to be added to MondayOn-Page SEO for new website or MigrationCustom Web development One Time Optimization - See notes at bottom of presentationTo be filled out by Salesman

Custom Tasks if Needed

Additional Notes

GA4 Analytics Tracking Setup Instructiuons

Onboarding sheet recipient name (Primary Contact)

Onboarding sheet recipient phone number (Primary Contact)

Onboarding sheet recipient email (Primary Contact)

Billing Contact Name

Billing Contact Phone Number

Billing Contact Email

Google Drive Setup Folder CreationWebsiteImages & AssetsLocal SEOContentSelect all Folders that should be created

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SEO DESIGN CHICAGO NEW CLIENT SETUP WORKFLOW
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