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Projects to Accounts Handoff Checklist
Client Info
Client Business Name
(Required)
Current/live Website URL
(Required)
Staging site URL
Who do they serve?
(Required)
Residential Only
Commercial Only
Both
Anticipated Launch Date
(Required)
MM slash DD slash YYYY
Main reason(s) for hiring Ramblin Jackson
(Required)
Marketing Plan Preview Loom Video Link
(Required)
Point(s) of Contact
Main Point of Contact
(Required)
For each team member, include: Name, title, personality and rapport, communication style
Additional Team Members
Screenshot of team members from PKO
Max. file size: 50 MB.
helps the AM identify the faces of the team members
Project Details
Growth Plan Tier
(Required)
Wild Frontier
Gold Nugget
Silver Spur
Leather Saddle
Other
Link to original agreement (PDF)
(Required)
Link to Client Project Overview (Google doc)
(Required)
Link to Project Meeting Notes (Google doc)
(Required)
Link to Sitemap (Google sheet)
(Required)
Web Copy
Describe how the client received our web copy, issues, expectations, etc.
Parts of the project that were problematic for the client
(Required)
Concerns/direction heading into growth plan
(Required)
Ex. pages, strategies, etc.
Incomplete Project Tasks
(Required)
if none, enter n/a
Strategy for acquiring reviews
(Required)
Ex. Requested as part of each project, monthly sheet submission, etc
Ring the Bell goal(s)
(Required)
RJ managing Google Ads?
Yes
No
Other/Misc
Any additional details, products or ideas discussed, recruiting issues, video, highlights, summary statements, etc. not already discussed
Loom Video (OPTIONAL)
If there are specific parts of the website (current or new build) or anything else that would be easier to record a quick video to go over or describe, please create a Loom video and add the link here