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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

No tasks.

Client Name | Blogs 0 tasks

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

No tasks.

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

No tasks.

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 Carlos Arias 2026-09-16
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

No tasks.

Client Name | Social 0 tasks

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

No tasks.

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 Joe Terjek, Pal Anderka-Farkas —