Account Setup Checklist

When first creating a new SEM account, the assigned rep will be in charge of checking off the initial setup tasks off of the "Setup" tab in the SEM - Monthly Account Tracker. Some of these tasks will be assigned to Account Managers or our Juniper team, but the rep will be in charge of ensuring that each task has been completed by the various team members. The checklist ensures that all of the necessary tasks are getting completed before the new account is set live. It also serves as a useful tool for our QA Specialists so that they know what has and has not been completed when they are QA'ing a new account.

The tasks are divided as the following:

Account Managers: 

1. Intake scheduled.
2. Intake completed.
3. Client Sheet created.

Juniper Reps: 

1. Client added to NinjaCat.
2. Client added to Google Analytics.
3. Client added to Google Tag Manager.
4. SEO added as admin in GTM.
5. SEM added as admin in GTM.
6. GTM added to the client's site.
7. Analytics goals imported.
8. Conversion tracking setup.
9. Dynamic call tracking setup.
10. Link Google Analytics account to Google Ads.

SEM Reps: 

1. Start date. 
2. Ad spend.
3. Label added in Google Ads.
4. Add Budget Script for overspending.
5. Sitelink extensions.
6. Location extensions.
7. Structured Snippet extensions. 
8. Call extension.
9. Keyword lists generated.
10. Ads created.
11. Check geographic targeting.
12. Set up remarketing tag/lists.
13. Max CPCs set to $2.00.
14. Keywords are in Phrase Match.
15. Intake notes have been applied.
16. Reporting tool enabled.
17. Lead attribution enabled. 
18. Add to SEM Client Map.
19. Notify Accounting team of live date.
20. Account is ready for QA.