No documents attached to this folder.
| Task | Status | Assignee | Due |
|---|---|---|---|
| Primary Tools Access - O Long Onboarding | complete | Chris Scharbo | 2026-04-10 |
| DNS | to do | — | 2025-10-03 |
| Build ClickUp Space | to do | — | — |
| Add to Monthly Budgeting Sheet | to do | — | — |
| Remove Previous Agency Access | complete | Wayne Street | 2026-04-15 |
| Google Ads | complete | — | — |
| Lead Sheet | to do | — | 2025-10-03 |
| Check Tracking Numbers | to do | — | 2025-10-03 |
| Google Tools Integrations | to do | — | 2025-10-03 |
| Firm Logos | to do | — | 2025-10-03 |
| Mail Chimp | to do | — | 2025-10-03 |
| Google Tag Manager | complete | — | — |
| Hosting Access or Move | to do | — | 2025-10-03 |
| LSA Report | to do | — | 2025-10-03 |
| Create One Sheeter | to do | — | — |
| Pre-Fill Questionnaire - Rev. Exec Summaries | to do | — | 2026-03-31 |
| Google Maps | complete | Chris Scharbo | 2026-03-25 |
| Google Analytics | complete | Chris Scharbo | 2026-03-25 |
| Confirm CC Authorization | to do | — | — |
| Gather Credentials | to do | — | — |
| Add to TGR Accounts Sheet | to do | — | — |
| Remove Previous Agency Access | to do | — | 2025-10-03 |
| Google LSA | complete | — | — |
| Create Deck Templates | to do | — | — |
| Goal Setup | to do | — | 2025-10-03 |
| Create Credentials Doc | to do | — | — |
| Remove Previous Agency Access | to do | — | 2025-10-03 |
| Call Rail | to do | — | 2025-10-03 |
| Set Up Swydo | to do | — | 2025-10-03 |
| Add Client to Harvest | complete | — | — |
| Client Photos | to do | — | 2025-10-03 |
| Google Search Console | complete | Chris Scharbo | 2026-03-25 |
| Confirm Google Ads & LSAs are in MCC | complete | — | — |
| Existing Gmails | to do | — | 2025-10-03 |
| Website Credentials | to do | — | 2025-10-03 |
| Zapier Integration | to do | — | 2025-10-03 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Request current paid plugins | complete | Wayne Street | 2026-04-27 |
| Hand off website credentials/files | complete | Wayne Street | 2026-04-24 |
| Confirm Technical Elements with Paper Street | to do | Alison Letzring | 2026-04-24 |
| Monitor DNS Propagation | to do | — | 2026-04-27 |
| Review Website Migration | to do | — | 2026-04-27 |
| Confirm Technical Elements with PaperStreet | to do | — | 2026-04-24 |
| Task | Status | Assignee | Due |
|---|---|---|---|
| Check-In | to do | — | — |
| Scrape Website & Find Assets | to do | — | — |
| Hit -URL for Linkbuilding | to do | — | — |
| Anchor Text | to do | — | — |
| Determine Budget | to do | — | — |
| Propose Strategy for New Assets | to do | — | — |
| Links within Budget | to do | — | — |
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