Dashboard Action Plan
Onboarding Action Plan
Launch Items
10
Profiles Needed
0
Next Step
Open each client onboarding tab to see the service-specific setup checklist.
Onboarding Watch
Clients and upcoming clients currently on launch watch.
| Client | Phase | Services | Missing | Action |
|---|---|---|---|---|
| Summit Roofing Group | Needs Review | SEO, Google Ads, Meta Ads | Needs Attention | Open |
| BrightPath Dental | Setup Incomplete | SEO, Google Ads, Meta Ads | Meta Ads, Microsoft Ads | Open |
| Lakeside Estate Law | Setup Incomplete | SEO | Google Ads, Meta Ads, Microsoft Ads | Open |
| Canyon HVAC Pros | Setup Incomplete | Google Ads | Search Console | Open |
| Evergreen Painting Co | Setup Incomplete | SEO, Google Ads, Meta Ads | Microsoft Ads | Open |
| Harbor Wealth Advisors | Setup Incomplete | SEO | Google Ads, Meta Ads, Microsoft Ads | Open |
| Prairie Plumbing and Drain | Needs Review | SEO, Google Ads, Meta Ads | Needs Attention | Open |
| Metro Medspa Clinic | Setup Incomplete | Google Ads | Search Console, Microsoft Ads | Open |
| Bluebird Learning Center | Setup Incomplete | SEO | Google Ads, Microsoft Ads | Open |
| Northstar Outdoor Living | Setup Incomplete | SEO, Google Ads, Meta Ads | Meta Ads | Open |