[Client Name]

Pre-Onboarding

• [ ] Sign SOW / Contract
• [ ] Initial Invoice / Payment Setup
• [ ] Complete Business Discovery Questionnaire
• [ ] Provide all login credentials (see Tech Onboarding Checklist)
  • [ ] Grant Google Analytics admin access
  • [ ] Grant Google Tag Manager access
  • [ ] Grant Google Search Console access
  • [ ] Grant Google Ads access
  • [ ] Grant Facebook Business Manager access
• [ ] Shane To Share Google Drive access
• [ ] Provide brand assets (logo, fonts, colors)
• [ ] Share any existing reports from previous agency

Ongoing

• [ ] Approve monthly content calendar
• [ ] Review and approve ad copy
• [ ] Respond to strategy recommendations
• [ ] Provide updated service/pricing info as needed