WORKSHEET - Upgrade Phase 1 

☐ 1. Get Full Website Backend Access

• ☐ Request full website backend access (Admin/Editor).

☐ 2. Get Google Ads Access (probably cant do this one)

• ☐ Request Google Ads Admin or Editor access for both you and Jerry.​ (probably cant do this one would give undue access to 360)

☐ 3. Verify All Access

• ☐ Confirm all requested access has been granted.
• ☐ Test that Jerry can successfully edit website pages.
• ☐ Test that you can access and view all Google Ads data.
• Responsible: You + Jerry

Week 1 Goal

• ☐ Complete all website and Google Ads access requests.
• ☐ Verify and test that everything is working by the end of Week 1 (preferably sooner). 

NOTES: 

---

WORKSHEET - Upgrade Phase 2 

Phase 2 Checklist – GoHighLevel CRM Setup☐ 1. Create GoHighLevel Pro Account - IN PROCESS / SET UP 07/15/26

• ☐ Create a GoHighLevel Pro account ($297/month).
• Responsible: Jerry
• Notes: Start this as soon as possible.

☐ 2. Add Team Members

• ☐ Add You as a user.
• ☐ Add John as a user.
• ☐ Assign the appropriate user permissions.
• Responsible: Jerry

☐ 3. Configure Round Robin Lead Distribution

• ☐ Set up Round Robin lead distribution.
• ☐ Verify leads rotate automatically between You and John.
• Responsible: Jerry (Initial Setup) + You
• Notes: Test to ensure lead rotation is functioning correctly.

☐ 4. Create Lead Pipeline

• ☐ Create the New Lead stage.
• ☐ Create the Contacted stage.
• ☐ Create the Qualified stage.
• ☐ Create the Booked stage.
• Responsible: Jerry
• Notes: Add additional stages later if needed.

☐ 5. Connect Website Forms

• ☐ Connect all website forms to GoHighLevel.
• ☐ Test each form to confirm leads are entering GoHighLevel.
• ☐ Verify leads are no longer going to 360.
• Responsible: Jerry
• Notes: This is a critical task.

TimelineWeek 1 Goals

• ☐ Create the GoHighLevel Pro account.
• ☐ Add all users.
• ☐ Configure the lead pipeline.
• ☐ Begin Round Robin setup.

Week 2 Goals

• ☐ Connect all website forms.
• ☐ Test every form.
• ☐ Verify all new leads are flowing into GoHighLevel correctly.

WORKSHEET - Upgrade Phase 3

Phase 3 Checklist – Landing Page ImprovementsPriority 1 – UPS Competitor Page

• ☐ Add a visible contact form (Name, Phone, Email, Store Type).
• ☐ Add Mike's direct click-to-call phone number.
• ☐ Add John's direct click-to-call phone number.
• ☐ Add the trust statement:
  "Since 1983, we've helped over 2,500 independent store owners realize their dream."
  
• Responsible: Jerry
• Priority: Highest

Priority 2 – FedEx Competitor Page

• ☐ Replace the misleading headline.
• ☐ Add a visible contact form.
• ☐ Add Mike's direct click-to-call phone number.
• ☐ Add John's direct click-to-call phone number.
• ☐ Add the trust statement.
• Responsible: Jerry
• Notes: Current headline needs to be corrected.

Priority 3 – Contact Page

• ☐ Make the primary phone number much more prominent.
• ☐ Add the trust statement.
• Responsible: Jerry
• Notes: This will serve as the primary temporary landing page.

Priority 4 – Pack & Ship Page

• ☐ Add Mike's direct click-to-call phone number.
• ☐ Add John's direct click-to-call phone number.
• ☐ Add the trust statement.
• Responsible: Jerry
• Priority: Lower

Priority 5 – Mailbox Store Page

• ☐ Add a visible contact form.
• ☐ Add a strong Call-to-Action (CTA).
• ☐ Add Mike's direct click-to-call phone number.
• ☐ Add John's direct click-to-call phone number.
• Responsible: Jerry
• Priority: Lowest for now.

Common Tasks for Most PagesComplete the following on every applicable page:

• ☐ Add a visible contact form:
  • ☐ Name
  • ☐ Phone
  • ☐ Email
  • ☐ Store Type
• ☐ Add Mike's click-to-call phone number.
• ☐ Add John's click-to-call phone number.
• ☐ Add the trust statement:
  "Since 1983, we've helped over 2,500 independent store owners realize their dream."
  
• ☐ Make the phone number highly visible, especially on mobile devices.

TimelineWeek 1 Goals

• ☐ Complete the UPS Competitor Page.
• ☐ Complete the FedEx Competitor Page.
• ☐ Complete the Contact Page.

Week 2 Goals

• ☐ Complete the Pack & Ship Page.
• ☐ Complete the Mailbox Store Page.
• ☐ Verify all pages have forms, phone numbers, trust messaging, and mobile-friendly layouts.

WORKSHEET - Upgrade Phase 4

​​Phase 4 Checklist – Performance Max Reset & Budget ReallocationBudget Optimization

• ☐ Reduce the Performance Max campaign budget by 30–50%.
• ☐ Review current campaign spend before making changes.
• Notes: Reallocate budget toward higher-converting campaigns.

Budget Reallocation

• ☐ Move budget into the UPS Competitor Search Campaign.
• ☐ Move budget into the FedEx Competitor Search Campaign.
• ☐ Verify the new budget allocations are correct.
• Notes: Focus spending on higher-intent search traffic.

Ad Asset Improvements

• ☐ Review all existing Performance Max assets.
• ☐ Improve headlines.
• ☐ Improve descriptions.
• ☐ Review and update images (if needed).
• ☐ Review and update logos (if needed).
• ☐ Review and update call-to-action messaging.
• Notes: Ensure all assets are optimized before restarting the learning phase.

Restart Performance Max Learning

• ☐ Confirm all landing pages are complete.
• ☐ Confirm website tracking is working correctly.
• ☐ Confirm lead forms are functioning properly.
• ☐ Make the planned campaign changes to intentionally trigger a new Performance Max learning phase.
• Notes: Only begin a new learning phase after the website and tracking are fully optimized.

Monitor Campaign Performance

• ☐ Monitor campaign performance during the learning period.
• ☐ Check lead volume.
• ☐ Check cost per lead.
• ☐ Review search terms and traffic quality.
• ☐ Make adjustments only after sufficient learning data has been collected.

TimelineEnd of Week 3 / Week 4 Goals

• ☐ Reduce the Performance Max budget.
• ☐ Reallocate budget to UPS and FedEx Search campaigns.
• ☐ Finalize all ad assets.
• ☐ Trigger the new Performance Max learning phase.
• ☐ Monitor campaign performance and optimize based on results.