Migration Checklist 2.0
Migrator Email
*
example@example.com
Customer / WID
*
Domain Name
*
Are the following set up correctly on the website?
All applications configured and installed with the client's information? (If client is not Chiro or Podiatry make sure NL application is turned OFF)
User created and our support email as the recovery email
Configure the form leads and accept the HIPAA disclaimer
ACA Notice
Email List Migrated
Birthday Cards Enabled
Correct Design/Color Choice
Google Analytics code (Add if available UA-XXXXX-X)
Practice Name, phone number, and address correct and visible
SM Icons configured
Tablet/mobile slider showing properly
Featured Links configured
Check/fix spelling and grammar of Page Titles, Menu Item and Sub-tabs
Contact Us form (change 'right' to 'below')
EDUCATIONAL/EXERCISE VIDEO check
Do we manage the domain?
Yes
No
Send the migration ticket to IT - notate if we manage the domain or not and include any secondary domains on the account. What is the migration ticket number?
*
Is there an SEO Migration ticket created for Seth (only applies if they have LD or Gold) If no, please create one and changes this answer to Yes. *
Yes
No
N/A
Email Client
Login information, Portal Link, and Walkthrough Video
Updated Spreadsheet
Migrated Date
"Migrated?" Drop Down
Submit
Should be Empty: