✅ Campaign Launch Checklist: Setting Up Your Tasks in ClickUp #
Alright, now that we’ve launched the campaign, let’s head over to ClickUp and get everything set up.
🎙️ Step 1: Mark the Campaign Live #
- Open Eden Medical Spa in ClickUp.
- Click the three little dots (Task Settings).
- Go to Templates.
- Select Active Spa. You don’t need to click anything else; it will automatically import. This might take a moment to load since there’s a good amount of information.
📋 Step 2: Assign Subtasks and Set Up Check-ins #
Once imported, you’ll see a list of subtasks.
- Assign the correct CSM: Since Alex is new, I’ll assign both Alex and myself to these. However, typically the person applying this to their accounts will assign it directly to Alex.
- Schedule Post-Launch Check-ins:
- Three business day check-in (SMS): This will be set for Thursday.
- Seven business day check-in: This will be next Monday.
- Two-week check-in: We’ll set this for Friday. A call should be scheduled around the 16th or 17th. I’ll make sure that’s noted.
- Three-week check-in: This will be around January 23rd. This is also a good time to mention billing.
- We’ll schedule the remaining tasks once the review call is on the calendar.
🎗️ Step 3: Set Up the Rollover Reminder #
- Schedule the rollover reminder: This account has a rollover in three weeks. We want to schedule this reminder three weeks before their rollover date.
- Calculate the date: Their rollover date is the 31st, which means we’ll set the reminder for August 10th.
- Make it reoccurring:
- Select Custom.
- Set it to repeat every six months after this first occurrence.
- Save your changes. It will update to six months from the current date once you close it out.
🔑 Step 4: Update Key Dates and Assignments #
- Update the Start Date: The start date is today.
- Update the Rollover Date: The rollover date is August 31st.
- Assign the CSM: I’ll assign myself for now.
- Add the media buyer.
That’s it! Everything should be set up now.