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PPC Launch – All Types – Sales

PPC Launch – All Types – Sales

To be filled out by Sales Person
1
Proposal Signed
2
Proposal Sent to PM
3
Discovery meeting set up
4
Discovery meeting complete
5
Discovery Doc Complete
6
Discovery form sent to PM
7
Client Access:
8
Website
9
Analytics
10
PPC Accounts if Applicable
11
Search Console
12
Search Console and Analytics linked
13
Access to FB page
14
Access to/created FB Ad account
15
Added managers to FB ad account
16
Pixel implemented on website
17
Conversion/lead pixel implemented on conversion points
18
Lead Gen client - Goals set up in analytics (visited thank you page)
19
Ecommerce - Ecommerce tracking set up in analytics
20
Billing added to adwords
21
Billing added to FB
22
Internal Tracking:
23
Added to budget doc (billing through us or client)
24
Added to invoices
25
Added to report tracking (billing through us or client)
26
Added to invoice tracking
27
Creative approved?