The Client Onboarding Checklist | Process Street
Foundation Elements: There are a few "first steps" that create the accounts and code you will need for other onboarding tasks. Create a Basecamp for the client Everything we do for our clients lives inside of Basecamp. The first step is to create a new Basecamp for the client. Name it using our naming format:[Client] […]
Obtaining a Facebook Ads Account 1) Task Erik in the client's Basecamp with a task to create a new FB Ads account. · Requesting Facebook Page Access from the ...