Client: [Client Name] | Start Date: [Date]


Admin


Credentials & Logins

Meeting Recordings

Tech Onboarding Checklist

Business Discovery Questionnaire

Client Action Items

Google Drive Link

ROI Calculator

SEO


Keyword Strategy

Content Calendar

Link Building Tracker

Technical SEO Audit

Local SEO / GBP Management

Monthly SEO Reports

SEM


Google Ads Management Notes

Microsoft Ads Management Notes

PPC Landing Pages

Conversion Tracking Setup

Ad Copy & Creative Library

Monthly SEM Reports