Onboarding/Launch
Sign Docusign
#001
Complete Onboarding Checklist
#002
Complete Training Videos
#001
Fill out 'Training Comletion Form'
#001
Schedule Launch Call
#001
Complete Launch Call/Campaign Goes Live
#001
Download.Login to Mobile App
#001
Basic Account Set Up
Integrate Facebook/Instagram
#001
14 day in call
#001
7 Day Check in call
#001
Add in all team members
#001
Fill out Appointment Setter FAQs
#001
Submit Website Request
#001
Submit Branding Request
#001
Phase 2 Account Set Up
Earn Rewards points
#001
Update Email Singnatures
#001
Update Pipeline Stages
#001
Update workflow volume/verbiage
#001
Update voicemails
#001
Upload your aged/outside lead sources
#001
Update Front end Adcopy/Creative
#001
Current working On
Complete Items
Creat task group