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Dixon Law Office

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Tasks

Client Name | Onboarding 24 tasks

New Onboarding Checklist https://docs.google.com/spreadsheets/d/12Anh9RTBdZaGi09d_ahIFEAeEmg0w1pU3Ecjyjn1RNY/edit?usp=sharing
TaskStatusAssigneeDue
Add to Monthly Budgeting Sheet to do 2025-10-03
Google Ads to do 2025-10-03
Lead Sheet to do 2025-10-03
Check Tracking Numbers to do 2025-10-03
Firm Logos to do 2025-10-03
Google Tools Integrations to do 2025-10-03
Google Tag Manager to do 2025-10-03
LSA Report to do 2025-10-03
Google Analytics to do 2025-10-03
Google Maps to do 2025-10-03
Create One Sheeter to do 2025-10-03
Gather Credentials to do 2025-10-03
Confirm CC Authorization to do 2025-10-03
Add to TGR Accounts Sheet to do 2025-10-03
Google LSA to do 2025-10-03
Create Credentials Doc to do 2025-10-03
Call Rail to do 2025-10-03
Set Up Swydo to do 2025-10-03
Client Photos to do 2025-10-03
Confirm Google Ads & LSAs are in MCC to do 2025-10-03
Google Search Console to do 2025-10-03
Existing Gmails to do 2025-10-03
Website Credentials to do 2025-10-03
Zapier Integration to do 2025-10-03

Client Name | Offboarding 42 tasks

TaskStatusAssigneeDue
Turn off or change ownership for Google Campaigns to do
Cancel automated AHREFs reporting and delete client from Projects to do
Change ownership/ensure access for Apex/Ngage/Intaker Chat to do
Remove Client from BrightLocal and projects to do
Turn off or change ownership for Social Media Campaigns (Facebook, Insta, LinkedIn, etc) to do
Turn off or change ownership for Local Service Ads Campaigns to do
Ensure the website doesn't use plugins that are being paid by TGR (this can be check in the client credential sheet and/or budget sheets) to do
Remove TGR from Client's Ads Account to do
Delete or change ownership of the client ZAPS to do
Email Client to let them know what accounts are paused to do
Check the credential document to ensure we aren't sharing confidential information to do
Cancel SemRush automated reporting and delete client from Projects to do
Check the termination date in SOW - 30/60 days - Confirm the date to do
Turn off or change ownership for Bing Campaigns to do
Ensure the website transfer is being made in time to do
Inform Jay about the cancellation email/discussion - ensure that the client can't be saved to do
Check client monthly budget sheet for any past months extra spends that need to be canceled to do
Ensure all landing pages are being transferred to the client in domain/Unbounce account to do
Remove TGR from Client's Analytics Account (GA4 and GSC) to do
Turn off or change ownership for Yahoo Campaigns to do
Inform the client regarding of which ZAPS are about to be deactivated to do
Unassign all clickup tasks to do
Email/Slack the YouTube Manager to inform of client termination to do
Move Google Drive folder from Master Shared folder to Inactive Client folder to do
Keep an eye on the past client performance to do
Email/Slack the PPC Manager to inform of client termination to do
Inform Hosting to cancel website hosting (share a end of hosting date) to do
Remove TGR from LSA Ads Account to do
Inform the Reporting team about the canceling of the services (to not fill in lead sheets, swydo, zaps, etc) to do
Cancel Bright Local automated reporting to do
Ensure the content is not being ordered for next month to do
MailChimp - ensure the client knows about the newsletter process: change ownership of the account and/or ZAPS to do
Remove TGR from Client's Facebook Page & Ad Account to do
If the CallRail is deactivated ensure all tracking numbers are switched to the main website number to do
1 week later - follow up that everything is turned off to do
Confirm client has paid in full prior to website move to do
Remove client from Swydo - Delete the connected sources to do
Deactivate or change ownership for Call Rail to do
Inform the internal team of client termination (client channel only - no tgrentireoffice) to do
Check with Jay to email George/Catherine/Billing to inform of client termination to do
Confirm that all outstanding balances have been paid to do
Remove TGR from GBP Account to do

Client Name | Link Building 0 tasks

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Client Name | Blogs 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x

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Client Name | Blogs (no approval needed) 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x

No tasks.

Client Name | SEO 0 tasks

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Client Name | Local SEO 0 tasks

SOP Audit Checklist

No tasks.

Client Name | Paid Media (PPC & Social) 9 tasks

Budget: Geo Location: Target Audience:
TaskStatusAssigneeDue
Test Conversions to do
Paid Ads Proposal to do
A/B Testing recurring
Landing Page Approval to do
Install Codes (GTM, Intaker, Chat, ect.) to do
Creative Copy to do
Manage Campaign to do
Run Campaign to do
Conversion Tracking to do
Landing Page Creation to do
Check PPC Campaign recurring 2025-09-28
Landing Page to do 2025-10-07
PPC Vendor Meeting recurring 2025-10-05
Details for PPC to do 2025-09-27

Client Name | LSA 3 tasks

TaskStatusAssigneeDue
Share Credentials with Client to do 2025-10-03
Follow up with client regarding LSA management to do 2025-10-03
Review LSA Approval to do 2025-10-03
Provide LSA Information to do 2025-10-03
Prepare LSA Training Deck to do 2025-10-03
Fill LSA training deck with updated information (screenshots, questions, etc) to do 2025-10-03
LSA Check-in to do 2025-10-20
LSA Training to do 2025-10-03
Create LSA to do 2025-10-03

Client Name | Reporting 7 tasks

TaskStatusAssigneeDue
Send lead sheet to client for completion Open
Update LSA Report Open
Update lead sheet (Monthly) Open Rakesh Reddy
Review PPC Notes Open
Update Lead Sheet (Weekly) Open Rakesh Reddy
Prepare Reporting Open 2025-10-11
Check lead sheet before meeting Open

Client Name | Video Shoot 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | QX 202X Videos

No tasks.

Client Name | New Website Build 0 tasks

Reference Link: https://docs.google.com/document/d/1uleGbRnm9SR-LhtExkofs9LRPbqStBDbpRjLrtFECJk/edit?usp=sharing

No tasks.

Client Name | Website Transfer 0 tasks

Website Hosting Transfer SOP https://docs.google.com/document/d/1hGWpf3ak5hDG5F8KUCtTl2tKuig9DqgvC6iuk0JPMrc/edit?usp=sharing

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Client Name | Social 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x

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Client Name | Press Releases 0 tasks

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Client Name | Local/Service Pages 0 tasks

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Dixon Law Office | Admin 1 tasks

TaskStatusAssigneeDue
Dixon Law Office | Meeting Notes to do