SECTION 1 — INTERNAL ONBOARDING CHECKLIST & TIMELINE - Phase 1: Post-Sale Admin (Days 1-2): * Create client Slack channel and Asana project board. * Send Welcome Email 1 with the Technical Intake Form link. - Phase 2: Technical Access (Days 3-5): * Verify Google Ads and LinkedIn Ads partner access. * Audit GA4 conversion tracking and CRM pixel integration. - Phase 3: Kickoff & Launch (Days 6-7): * Host 30-minute Kickoff Meeting. * Finalize initial ad copy and targeting parameters for launch. SECTION 2 — KICKOFF MEETING AGENDA & RUNBOOK - 00-05 Mins: Team Introductions & Role Assignment. - 05-15 Mins: Review Ad Strategy, Monthly Budget, & KPI Targets. - 15-25 Mins: Confirm Ad Account Permissions & Tracking Pixels. - 25-30 Mins: Next Steps & Campaign Go-Live Timeline. SECTION 3 — CLIENT INTAKE FORM & ASSET CHECKLIST Please provide access to the following assets: 1. Google Ads Account ID (for partner access request). 2. LinkedIn Campaign Manager Access (Admin role). 3. GA4 Admin Permissions. 4. Brand Guidelines (Logos, Color Palette, Typography). 5. Target Customer ICP Document & Competitor List. SECTION 4 — AUTOMATED CLIENT WELCOME EMAIL SEQUENCE - Email 1: Welcome & Immediate Next Steps Subject: Welcome to LeadScale! Next steps for our kickoff Hi [Name], we are thrilled to partner with your team. To ensure a smooth campaign launch within 7 days, please complete our quick 5-minute Technical Intake Form here: [Link]. - Email 2: Kickoff Meeting Invitation Subject: Action Required: Schedule your 30-minute Kickoff Call Hi [Name], now that your intake form is submitted, please pick a time on our calendar for our campaign kickoff meeting: [Booking Link].