Non-Negotiables
How does the client set up their GMB and Facebook listing connections?
Through the Location once it is created in M360
If the client is unable to provide their own reference websites, what resource do we have available to show them?
Designed By
If the client has an existing website, what additional ToDo do we file at launch?
301 Redirect ToDo
Who is the Lead for Eclipse?
Chad
How does the client set up their Social app?
They connect their social accounts in either the Settings menu or within the Social app
When should the location be added to Marketing360?
During the Step 1 Call
What should your Lead complete for you prior to launch?
QAC
Who is the newest member of Apollo?
Micah
What Marketing360 apps are featured in the Marketing360 Mobile App?
CRM & Payments
What are three things we should gather from a client in regard to their website?
Design preference, navigation plan, content plan, imagery, colors, fonts, etc.
If your lead finds errors on the site during the QAC, what should you do?
The errors MUST be corrected prior to launch
Which PA presents the most Webinars?
Adrianne
What is the minimum number of customers we should add to the CRM for our client?
10
What are three things we need to gather for the Account Setup ToDo?
CRM List, Form emails, Form Customizations, Nurture List, Branding Preferences, Logo
What two things must we have from the client in order to launch their site?
Domain Registrar logins and Written Permission to launch
Which Senior goes by the nickname Batman
Brandon
How is the Reputation App set up?
By creating the Location in Settings or by filling in the Reputation sections of the Account Setup ToDo
When should the Step 1 Call be scheduled?
At least 1 business day after the KO call and no more than 5 business days after the KO call
What additional steps must be taken when off-boarding a DIY Account?
Copy Sara Sorrentino on the final email and submit the Assign PSM ToDo
Which member of the Onboarding Department managed year-round costume stores for 5+ years?
Lindsey Calderon