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Kuhn Raslavich

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Tasks

Kuhn Raslavich | Reporting 8 tasks

TaskStatusAssigneeDue
Prep for the meeting Open Pal Anderka-Farkas —
Create Swydo Report Open Pal Anderka-Farkas —
Blog data check in GA4 and GSC complete Pal Anderka-Farkas —
Create Swydo Report complete Pal Anderka-Farkas 2026-07-02
Create Swydo Report complete Chris Scharbo 2026-05-25
Check lead sheet before meeting Open Pal Anderka-Farkas —
Create Swydo Report complete Chris Scharbo 2026-05-25
Check lead sheet before meeting complete Chris Scharbo 2026-05-07
Create Swydo Report complete Chris Scharbo 2026-04-28
Update lead sheet (Monthly) Open Rakesh Reddy 2026-05-15
Check lead sheet before meeting complete Chris Scharbo, Pal Anderka-Farkas 2026-04-11
Create Swydo Report complete Chris Scharbo 2026-03-27
Check lead sheet before meeting complete Chris Scharbo 2026-03-09
Update lead sheet (Monthly) complete Rakesh Reddy 2026-03-02
Send lead sheet to client for completion Open Joe Terjek —
Create Swydo Report complete Chris Scharbo 2026-02-27
Check lead sheet before meeting complete Chris Scharbo 2026-02-09
Update lead sheet (Monthly) complete Rakesh Reddy 2026-02-03
Create Swydo Report complete Chris Scharbo 2026-01-26
Update lead sheet (Monthly) complete Rakesh Reddy 2026-01-08
Check lead sheet before meeting complete Chris Scharbo 2026-01-09
Create CallRail Report Open Pal Anderka-Farkas 2026-09-09
Create Swydo Report complete Chris Scharbo 2025-12-23
Create Swydo Report complete Chris Scharbo 2025-11-24
Send lead sheet to client for completion complete Joe Terjek —
Update lead sheet (Monthly) complete Rakesh Reddy 2025-12-09
Check lead sheet before meeting complete Chris Scharbo 2025-12-10
Check GBP Reviews complete Chris Scharbo —
Orlando Open — —
Boca Open — —
Tampa Open — —
Screenshot Local Grid Search complete Chris Scharbo 2025-10-03
Orlando Open — —
Boca Open — —
Tampa Open — —
Create Swydo Report complete Chris Scharbo 2025-10-27
Update lead sheet (Monthly) complete Rakesh Reddy 2025-10-07
Check lead sheet before meeting complete Chris Scharbo 2025-10-08
Check GBP Reviews complete Chris Scharbo 2025-10-06
Fix Google Search Console complete Chris Scharbo 2025-09-02
Create Swydo Report complete Chris Scharbo 2025-09-25
Review Citation Report complete Chris Scharbo 2025-09-09
Send lead sheet to client for completion complete Alison Letzring 2025-10-10
Newsletter Report Open — —
Update LSA Report complete Chris Scharbo 2025-09-08
Screenshot Local Grid Search complete Chris Scharbo 2025-09-30
Update lead sheet (Monthly) complete Rakesh Reddy 2025-09-04
Social Media Reporting Open — —
Review PPC Notes complete — —
Create Swydo Report complete Chris Scharbo 2025-08-25
Check lead sheet before meeting complete — 2025-09-09
Check GBP Reviews complete Chris Scharbo 2025-09-09
Update Lead Sheet (Weekly) complete — —

Kuhn Raslavich | Blogs 1 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Schedule onto GBP to do — —
Schedule blog content onto website to do — —
Blog Content Planning to do Pal Anderka-Farkas 2026-07-21
Colorado Bad Faith Insurance Claims: What Denver and Front Range Policyholders Need to Know complete Alven Fabricante 2026-08-05
State Farm Property Insurance Claim Denied in North Carolina: What to Do Next complete Alven Fabricante 2026-08-05
Your South Carolina Insurance Settlement Is Too Low: Here Is What to Do complete Alven Fabricante 2026-08-05
Condominium Association Property Insurance Claims in North Carolina: A Guide for HOAs and Unit Owners complete Alven Fabricante 2026-08-05
Jul 26 | KR Blogs complete Pal Anderka-Farkas 2026-08-05
Hail Damage to Commercial Buildings in North Carolina: What Property Owners Need to Know complete Alven Fabricante 2026-07-03
Hail Damage to Commercial Buildings in South Carolina: What Property Owners Need to Know complete Alven Fabricante 2026-07-03
Hurricane Season 2026: What NC Homeowners Must Do Before the Next Storm Hits complete Alven Fabricante 2026-07-03
Mold Damage Insurance Claims in North Carolina: What Is and Is Not Covered complete Alven Fabricante 2026-07-03
Jun 26 | KR Blogs complete Pal Anderka-Farkas 2026-07-03
Large Commercial Property Losses in Florida: Why These Claims Require an Attorney From Day One complete Alven Fabricante 2026-06-03
Citizens Property Insurance Claim Denied in Florida: What Policyholders Need to Know in 2026 complete Alven Fabricante 2026-06-03
Denver Hail Damage Insurance Claim Denied: What Colorado Homeowners Need to Know complete Alven Fabricante 2026-06-03
Hurricane Helene Property Damage Claims in North Carolina: Is It Too Late to File? complete Alven Fabricante 2026-06-03
May 26 | KR Blogs complete Pal Anderka-Farkas 2026-06-04
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
My Colorado Hail Damage Claim Was Denied: What Can I Do? complete Alven Fabricante 2026-05-26
Hurricane Season Insurance Checklist: What Florida Homeowners Must Do Before June 1 complete Alven Fabricante 2026-05-19
Does Homeowners' Insurance Cover Hurricane Damage in North Carolina? complete Alven Fabricante 2026-05-12
What Is the Insurance Appraisal Clause and How Can It Help Your Florida Claim? complete Alven Fabricante 2026-05-05
Apr 26 | KR Blogs complete Pal Anderka-Farkas 2026-04-28
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Matching Shingles and Florida Roof Rules, When Insurance Should Pay for More Than a Patch complete Alven Fabricante 2026-04-29
Underpaid Roof Claim, How to Compare the Insurance Estimate to a Real Contractor Bid complete Alven Fabricante 2026-04-23
Hurricane Roof Damage Claim Timeline, What to Do in the First 24 Hours, First Week, and First Month complete Alven Fabricante 2026-04-08
Roof Leak After a Storm, What Photos and Notes Help Your Insurance Claim Most complete Alven Fabricante 2026-04-01
Mar 26 | KR Blogs complete Pal Anderka-Farkas 2026-04-30
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Does Dwelling Coverage Include My Roof? complete Alven Fabricante 2026-03-20
Does Home Insurance Cover Lightning Damage? complete Alven Fabricante 2026-03-13
My Hail Damage Insurance Claim Was Denied. What Do I Do? complete Alven Fabricante 2026-03-06
KR Blogs | FEB 26 complete Chris Scharbo 2026-03-23
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
What is Extended Dwelling Coverage in Florida? complete Alven Fabricante 2026-02-26
Can You Sue an Insurance Company in Florida? complete Alven Fabricante 2026-02-23
Homeowners Insurance Coverage A B C D Explained complete Alven Fabricante 2026-02-16
What Constitutes a Bad Faith Property Insurance Claim in Florida? complete Alven Fabricante 2026-02-05
KR Blogs | JAN 26 complete Chris Scharbo 2026-02-27
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Can an Insurance Company Cancel Your Homeowners Policy After a Claim? complete Alven Fabricante 2026-01-07
State Farm Roof Damage Claim Denied? Here's What You Need to Know complete Alven Fabricante 2026-01-07
Burst Pipe Insurance Claim Tips complete Alven Fabricante 2026-01-07
DEC 2025 | Kuhn Raslavich complete Chris Scharbo 2026-01-13
Email Campaign complete Joe Terjek 2026-06-26
What to Know Before Filing A Plumbing Damage Claim complete Alven Fabricante 2025-12-03
How Long Should a Florida Property Damage Claim Take? complete Alven Fabricante 2025-12-03
Schedule onto GBP complete — —
Schedule blog content onto website complete — —
Understanding Wear & Tear Exclusions in Property Insurance complete Alven Fabricante 2025-12-03
What Is a Continuous and Repeated Seepage Denial? complete Alven Fabricante 2025-12-03
NOV 2025 | Kuhn Raslavich complete Chris Scharbo 2025-12-05
Does Homeowners Insurance Cover Roof Leaks? complete Alven Fabricante 2025-11-05
Roof Water Damage: What to Do if Your Claim Is Denied complete Alven Fabricante 2025-11-05
Storm Damage Insurance Claims: 10 Essential Steps for Homeowners complete Alven Fabricante 2025-11-05
How to Get Maximum Compensation for Roof Damage After a Storm complete Alven Fabricante 2025-11-05
OCT 2025 | Kuhn Raslavich complete Chris Scharbo 2025-11-06
Blog Content Planning complete Pal Anderka-Farkas 2026-06-24

Kuhn Raslavich | Link Building 7 tasks

TaskStatusAssigneeDue
Check-In to do — 2025-09-28
Scrape Website & Find Assets to do — 2025-09-16
Hit -URL for Linkbuilding to do — 2025-09-16
Anchor Text to do — 2025-09-16
Determine Budget to do — 2025-09-16
Propose Strategy for New Assets to do — 2025-09-16
Links within Budget to do — 2025-09-16

Kuhn Raslavich | Local SEO 8 tasks

SOP Audit Checklist
TaskStatusAssigneeDue
Audit GBPs Open Alven Fabricante 2026-10-27
Audit GBPs complete Alven Fabricante 2026-08-28
Audit GBPs complete Alven Fabricante 2026-06-27
Orlando Open — 2026-05-23
Boca Open — 2026-05-23
Tampa Open — 2026-05-23
Local Grid Search Open Pal Anderka-Farkas 2026-05-26
Work Citation Report Open Pal Anderka-Farkas 2026-04-30
Review citation campaign & extract logins Open — —
Audit GBPs complete Alven Fabricante 2026-04-28
Build out GBP Q&A complete Chris Scharbo 2026-03-20
Build out GBP Q&A complete Chris Scharbo 2026-02-20
Work Citation Report complete Chris Scharbo 2026-03-09
Review citation campaign & extract logins complete Chris Scharbo 2026-03-09
Update GBP Descriptions complete Chris Scharbo 2026-02-13
Work Citation Report complete Chris Scharbo 2026-02-15
Orlando Open — 2026-04-23
Boca Open — 2026-04-23
Tampa Open — 2026-04-23
Local Grid Search complete Chris Scharbo 2026-03-10
Audit GBPs complete Alven Fabricante 2026-02-28
Work Citation Report complete Chris Scharbo 2026-01-15
Work Citation Report complete Chris Scharbo 2025-12-15
Create Directory instructions for Client complete — —
Local Grid Search complete Chris Scharbo 2026-01-05
Audit GBPs complete Alven Fabricante 2025-12-30
Orlando (Altamonte Springs) complete Alven Fabricante 2025-10-15
SFL (Boca) complete Alven Fabricante 2025-10-14
tampa complete Alven Fabricante 2025-10-13
Photos to GBP complete Chris Scharbo 2025-10-16
Post GBP Products to - ORLANDO complete Alven Fabricante —
Post GBP Products to - SFL complete Alven Fabricante —
Post GBP Products to - TAMPA complete Alven Fabricante —
Work Citation Report complete Chris Scharbo 2025-11-24
Orlando Open Alven Fabricante —
Boca Open Alven Fabricante —
Tampa Open Alven Fabricante —
Local Grid Search complete Chris Scharbo 2025-11-03
Search Atlas complete — —
Bright Local complete Alven Fabricante 2026-02-27
Audit Check Company Local Profile(s) Open Pal Anderka-Farkas 2026-05-07
Citation Builder Campaign Open — —
GBP PRODUCTS complete Chris Scharbo 2025-11-11
GBPs for CO and NC Open Pal Anderka-Farkas 2026-07-22
Orlando complete — —
Tampa complete — —
Boca complete — —
Bing Locals - Check in Open Pal Anderka-Farkas 2026-06-18
NAP Discovery & Updates complete — —
Services complete Chris Scharbo 2025-09-16
Work Citation Report complete Chris Scharbo 2025-10-07
Other GBP Enhancements complete — —
ORLANDO complete — —
SO FLA complete — —
TAMPA complete — —
Post to GBP complete Chris Scharbo, Alven Fabricante 2025-10-15
Correct Boca GBP Header Link complete Chris Scharbo 2025-09-03
Add Categories complete Alven Fabricante 2025-09-05
Add Service Areas complete Alven Fabricante 2025-09-05
Get photos for posting complete Chris Scharbo 2025-10-09
Update GBP Descriptions complete Chris Scharbo 2025-09-18
GBP Edits SOCIAL MEDIA LINKS complete Alven Fabricante 2025-09-05
FINISH - Optimize NAP & GBPs complete Chris Scharbo 2025-09-17
NAP Audit complete Alven Fabricante 2025-09-04
Legal directory audit refresh Open Alven Fabricante —
Audit GBPs complete Alven Fabricante 2025-11-01
QA check on CallRail implementation complete Chris Scharbo 2025-09-24
Social Media NAP Audit & Clean Up complete Chris Scharbo 2025-09-01
Create Drive Folder & Documents complete Chris Scharbo 2025-09-30
Add locations to company profiles complete — —
Create GBP product images complete France Banay 2025-10-14
Build/edit company profiles complete Chris Scharbo 2025-08-31
Create Drive Folder & Documents complete Chris Scharbo 2025-08-31
Check Legal Directories complete Chris Scharbo, Pal Anderka-Farkas 2026-04-24
Review & launch campaign Open — —
Review citation campaign & extract logins complete Chris Scharbo 2026-02-10
Post products on GBP complete — —
Create GBP product descriptions & links complete Chris Scharbo 2025-09-24
Legal directory audit complete Alven Fabricante 2025-09-03
Build out GBP Q&A complete Chris Scharbo 2026-02-19
Audit GBPs complete Alven Fabricante 2025-09-02

Kuhn Raslavich | Local/Service Pages 2 tasks

TaskStatusAssigneeDue
Get Client Approval on Content Open Joe Terjek —
Schedule Content Open — —
Edit Content for SEO Open — —
Get Client Approval on Content approved Joe Terjek —
Schedule Content approved — —
Get Client Approval on Content approved Joe Terjek —
Get Client Approval on Content Open — —
Edit Content for SEO approved — —
Get Client Approval on Content approved — —
QA KR Pages - OCT completed Chris Scharbo —
QA KR Pages - OCT approved Chris Scharbo —
QA KR Pages - OCT approved Chris Scharbo —
North Carolina Property Damage Attorney approved Alven Fabricante 2026-03-09
North Carolina Commercial Property Damage Claims Attorney approved Alven Fabricante 2026-03-09
North Carolina Hurricane Damage Attorney approved Alven Fabricante 2026-03-09
North Carolina Storm Damage Claims Attorney approved Alven Fabricante 2026-03-09
North Carolina First Party Insurance Claims Attorney approved Alven Fabricante 2026-03-09
North Carolina Hail Damage Attorney approved Alven Fabricante 2026-03-09
North Carolina Wind Damage Claims Attorney approved Alven Fabricante 2026-03-09
North Carolina Roof Damage Claims Attorney approved Alven Fabricante 2026-03-09
North Carolina Property Damage Insurance Claims approved Alven Fabricante 2026-03-09
Colorado Commercial Property Damage Attorney approved Alven Fabricante 2026-02-10
Colorado Property Damage Attorney approved Chris Scharbo —
Colorado Wild Fire and Smoke Damage Claims Attorney approved Alven Fabricante 2026-02-10
Colorado Snow and Ice Damage Attorney approved Alven Fabricante 2026-02-10
Colorado Storm Damage Claims Attorney approved Alven Fabricante 2026-02-10
Colorado First Party Insurance Claims Attorney approved Alven Fabricante 2026-02-10
Colorado Hail Damage Attorney approved Alven Fabricante 2026-02-10
Colorado Wind Damage Claims Attorney approved Alven Fabricante 2026-02-10
Colorado Roof Damage Claims Attorney approved Alven Fabricante 2026-02-10
Colorado Property Damage Insurance Claims approved Chris Scharbo —
Orlando Hurricane Damage Attorney approved Alven Fabricante 2026-01-15
Orlando Storm Damage Claims Attorney approved Alven Fabricante 2026-01-15
Orlando Commercial Property Damage Claims Attorney approved Alven Fabricante 2026-01-15
Orlando First Party Insurance Claims Attorney approved Alven Fabricante 2026-01-15
Orlando Hail Damage Attorney approved Alven Fabricante 2026-01-15
Orlando Wind Damage Claims Attorney approved Alven Fabricante 2026-01-15
Orlando Roof Damage Claims Attorney approved Alven Fabricante 2026-01-15
Orlando Property Damage Insurance Claims approved Alven Fabricante 2026-01-15
Tampa Commercial Property Damage Claims Attorney completed Alven Fabricante 2025-12-01
Tampa Storm Damage Claims Attorney completed Alven Fabricante —
Tampa First Party Insurance Claims Attorney completed Alven Fabricante 2025-12-01
Tampa Hail Damage Attorney completed Alven Fabricante 2025-12-01
Tampa Wind Damage Claims Attorney completed Alven Fabricante 2025-12-01
Tampa Roof Damage Claims Attorney completed Alven Fabricante 2025-12-01
Tampa Hurricane Damage Attorney approved Alven Fabricante 2026-01-15
Tampa Property Damage Insurance Claims completed Alven Fabricante 2025-12-01
Schedule Content approved — 2026-03-02
Get Client Approval on Content approved Joe Terjek 2026-03-02
Edit Content for SEO approved — —
Schedule Content completed Chris Scharbo —
Get Client Approval on Content approved Cortney Marsh —
Edit Content for SEO completed Chris Scharbo —
Schedule Content approved — —
Get Client Approval on Content approved — —
Edit Content for SEO approved — —
Schedule Content approved — —
Get Client Approval on Content approved Joe Terjek 2026-01-30
KR Pages - FEB approved Chris Scharbo 2026-03-11
Order KR Pages - JAN approved Chris Scharbo, Alven Fabricante 2026-02-13
KR Pages - DEC approved Chris Scharbo 2026-01-15
Order KR Pages - NOV completed Chris Scharbo 2025-12-02
South Florida Commercial Property Damage Claims Attorney approved Chris Scharbo —
South Florida Storm Damage Claims Attorney approved Chris Scharbo —
South Florida First Party Insurance Claims Attorney approved Chris Scharbo —
South Florida Hail Damage Attorney approved Chris Scharbo —
South Florida Wind Damage Claims Attorney approved Chris Scharbo —
South Florida Roof Damage Claims Attorney approved Chris Scharbo —
South Florida Hurricane Damage Attorney approved Chris Scharbo —
South Florida Property Damage Insurance Claims approved Chris Scharbo —
So. FL Landing Page approved Alison Letzring —
Orlando Landing Page approved Alison Letzring —
Tampa Landing Page approved Alison Letzring —
Finish FL Landing Pages approved Chris Scharbo 2025-10-13
QA KR Pages - OCT approved Chris Scharbo 2025-11-14

Kuhn Raslavich | LSA 3 tasks

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

Kuhn Raslavich | New Website Build 30 tasks

Reference Link: https://docs.google.com/document/d/1uleGbRnm9SR-LhtExkofs9LRPbqStBDbpRjLrtFECJk/edit?usp=sharing
TaskStatusAssigneeDue
Hosting credentials to do — —
Design Hand-off to do — —
Install and configure RankMath to do — —
Install and configure WP Rocket to do — —
Submit sitemap to GSC to do — —
Validate Image Titles & Alt Image Tags to do — —
Validate Schema Markup to do — —
Validate Meta Titles & Descriptions to do — —
Audit Redirects to do — —
Validate that GA, GSC, & GTM codes are on site to do — —
Post-Launch Checklist to do — —
Redirect Plan to do — —
Site Crawl to do — —
Page Review to do — —
Site Map Creation to do — —
SEO Audit to do — —
Provide the Document to the Client to do — —
Complete the Website Project Brief to do — —
Copy the Website Project Brief Template to do — —
Website project brief to do — —
Signed change order to do — —
Identify paid plug-ins to do — —
Identify a chat solution to do — —
Identify a SMTP/Email solution to do — —
Identify a call-tracking solution to do — —
Solutions Audit to do — —
SEO the service, location, and team pages to do — —
Create and implement schema markup to do — —
Confirm unique meta titles and descriptions to do — —
Confirm unique meta titles and descriptions to do — —
Implement redirect plan to do — —
Implement SMPT/email solution (WP Mail SMTP Pro) to do — —
Implement GA, GSC, & GTM on dev site to do — —
Implement call tracking (CallRail) to do — —
Implement chat solution (Intaker) to do — —
Create Google Analytics, GSC, & Google Tag Manager Accounts to do — —
Pre-Launch Checklist to do — —
Ensure meta description is created to do — —
Create/Order site content to do — —
Website Launch to do — —
Ensure call tracking is functioning to do — —
Ensure chat is on site and functioning to do — —
Confirm contact forms are functioning to do — —
Post-Launch QA to do — —
Round #1 Revision to do — —
Design Option Recommendation to do — —
Present Design Options to do — —
Design Selection to do — —
Page functionality review to do — —
Grammer & Spell Check to do — —
Domain registrar credentials to do — —
Fill out master content sheet to do — —
Input client edits into BugHerd to do — —
Provide the testing link to the client to do — —
Schedule a meeting with the client to review the website to do — —
Client QA to do — —
Final Invoicing to do — —
Update Client to do — —
Check-in with PS #1 to do — —
Approve Homepage content to do — —
Update Client to do — —
Check-in with PS #2 to do — —
Round #2 Revison Submission to do — —
Final QA of Site Ensuring All BugHerd Issues Corrected to do — —
Development Handoff to do — —
Confirm payment to do — —
Confirm site architecture to do — —
Approve invoice with Jay to do — —
Digital assets to do — —
Request invoice from billing to do — —

Kuhn Raslavich | 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 — —
Inform the client regarding of which ZAPS are about to be deactivated to do — —
Turn off or change ownership for Yahoo Campaigns 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 — —
Confirm that all outstanding balances have been paid to do — —
Check with Jay to email George/Catherine/Billing to inform of client termination to do — —
Remove TGR from GBP Account 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 — —

Kuhn Raslavich | Onboarding 9 tasks

New Onboarding Checklist https://docs.google.com/spreadsheets/d/12Anh9RTBdZaGi09d_ahIFEAeEmg0w1pU3Ecjyjn1RNY/edit?usp=sharing
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