From signed
to live in 7 days.

Track every client onboarding in one place. Add a client, work through each phase, tick as you go. Track multiple clients in parallel. Progress saves automatically and persists across sessions.

Launch by
Day 7at the latest
Onboarding closes
Day 14with first report

Phases 1-6: get to launch in week 1. Phase 7 is a structured 7-day monitoring window ending in the first weekly report. Total active work across both: 13-20 hours. "Two weeks" is not a permission to pace — it's the structural minimum because monitoring requires 7 days of data.

Client
Service Admin Google Ads Keyword Planner Tag Manager GA4

Roles & accountability

Paid ads owner runs this end-to-end. Work through each phase top to bottom, tick as you go. Senior reviewer signs off on Strategy (Phase 4) and Pre-launch QA (Phase 6) before launch. Phase 5 (Build) is locked until Phase 3 (Tracking) is Ready - this prevents the most common destructive mistake: building campaigns on broken conversion tracking.

The 7 phases.

Open each phase and work top to bottom. Tick items as you complete them, add notes or paste links where the item asks for them. Phases auto-progress as you tick.