Onboarding Checklist for UTM Process Implementation

This document is a guide that outlines a comprehensive onboarding checklist for establishing a UTM (Urchin Tracking Module) process within a timeframe of seven days. It details a step-by-step approach, beginning with the creation of UTM links and custom tags on Day One, and progressing through various tasks such as account setup, URL shortening, and template creation over the following days. The checklist emphasizes the importance of verifying connections, organizing templates, and integrating with other platforms like Google Analytics and SalesForce. It also includes instructions for inviting team members and managing access to campaign creation and tag management. Each day's tasks are designed to be completed within a maximum of one hour, with specific actions required for successful implementation. The guide serves as a structured framework to ensure that all necessary components are addressed systematically.