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    Client Onboarding Checklist

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    advance.advertising2022
    The document contains onboarding details for a new client named John Doe who owns ABC Gym. It lists John's contact information and notes tasks such as creating a sub-account, setting up ad accounts on Facebook, Google, TikTok and LinkedIn, installing pixels on the website, and configuring software for ads, staff, calendars and payments. Setup of website logins and subdomains is also mentioned.

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    Client Onboarding Checklist

    Uploaded by

    advance.advertising2022
    3 views1 page
    The document contains onboarding details for a new client named John Doe who owns ABC Gym. It lists John's contact information and notes tasks such as creating a sub-account, setting up ad accounts on Facebook, Google, TikTok and LinkedIn, installing pixels on the website, and configuring software for ads, staff, calendars and payments. Setup of website logins and subdomains is also mentioned.

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    Client onboarding checklist

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    Client onboarding checklist

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    The document contains onboarding details for a new client named John Doe who owns ABC Gym. It lists John's contact information and notes tasks such as creating a sub-account, setting up ad accounts on Facebook, Google, TikTok and LinkedIn, installing pixels on the website, and configuring software for ads, staff, calendars and payments. Setup of website logins and subdomains is also mentioned.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    3 views1 page

    Client Onboarding Checklist

    Uploaded by

    advance.advertising2022
    The document contains onboarding details for a new client named John Doe who owns ABC Gym. It lists John's contact information and notes tasks such as creating a sub-account, setting up ad accounts on Facebook, Google, TikTok and LinkedIn, installing pixels on the website, and configuring software for ads, staff, calendars and payments. Setup of website logins and subdomains is also mentioned.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    Onboarding date: January 1,2022

    Client Name: John Doe


    Business: ABC Gym
    Email: john@abcgym.com
    Phone: 111-222-3333
    Website: abcgym.com

    Todo:
    ● Create sub account with snapshot
    ● Create login for client

    ● Setup Ads Manager (Facebook/Google/TikTok/LinkedIn)


    ● Use current or create a new account
    ● Connect your Facebook business page
    ● Create a new ad account. Name it (Your Business Name) 1
    ● Create a new pixel, install it on the website
    ● Verify business domain
    ● Setup Business Info, verify email address & business.
    ● Invite [YOUR EMAIL] as an admin to the account with access to all.
    ● Invite [YOUR AGENCY] as a partner. Business ID: [YOUR ID NUMBER]
    ● Setup Facebook CAPI

    ● Setup HighLevel software


    ● Login:
    ● User: john@abcgym.com
    ● Password: johngym@123!
    ● Connect Facebook page
    ● Connect Google My Business
    ● Setup my staff
    ● Setup calendars
    ● Install Adroll Pixel

    ● Setup Adroll Payment (Login Details Sent to [CLIENT EMAIL])


    ● Website login details:
    ● Setup subdomain offer. pointing to flash.funnels.msgsndr.com (Added cname record)
    ● Prepare ad copy

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