- Once the initial contract deliverables are completed (ex:website and initial content is launched) then it will be time to operationalize the project and flip the client into active client status
- A new folder should be created and all ongoing deliverables should be added to include a copy of the word docs for historical review.
- The current onboarding folder should be reviewed and all items that may still be pending (ex: set up GMB profile) that are not critical to the go live of the project should be moved into the correct list.
- All pertinent lists should be set up with recurring tasks to include a list called Ad – Hoc for any issues or new requests that come in through triage.
- If at some point the client signs a new contract for additional services that may be a project a new list in the active folder should be created for that project and the Ops Manager will ensure all tasks are listed in that list for the new project. There is no need to create another folder. New projects for active clients should be reviewed with Ops team during a Tuesday/Wednesday meeting.
- Folder Name: Client Name – Active
