Marchwell Creative
The Stak

Harbor & Vine

harborvine · 11 pages · 14 numbers
Reference Brand Questions
Overview Pulse What's in the Stak Activity Onboarding Record 4
  1. Building
  2. Questions
  3. Confirm
  4. Live

Done

Harbor & Vine is live

Onboarding is finished. Harbor & Vine is a client like any other now.

Open their Stak

Or do it with Claude

What's in Harbor & Vine's Stak now that onboarding is done?

Details
TermsThe agreementsigned 02/22/25
Signed02/22/25 · starts 02/22/25 In scopeSocial media content, Meta ads, SEO and content, Email and SMS, Reviews and reputation, Monthly reporting Not in scopePrint, events, and anything not listed here ApprovalsDoes not need to approve every piece. Rosa Delgado. Turnaround two business days. Term12 months · 30 days notice Signed copyLink not recorded ContactRosa Delgado · prefers email
AccessAccess checklistall tested

Nothing in onboarding waits on this, but the logins gate every measurable thing you do, so keep it honest. Access is granted to a role account your agency owns — an access@ address, never a person's own login — and it counts only when tested. An invite that was sent is not access. Everything the agreement needs is pre-set from the services in scope; mark the rest not needed.

Platform · what tested meansStatusHeld byDate
Google Business ProfileThe profile shows in your Business Profile manager and you can edit it as a Manager.
Meta Business Manager (Facebook and Instagram)The pages and the ad account show inside your agency's Business Manager as partner assets. Not a shared login.
Google AdsThe account appears under your manager account and you can open it.
Google Analytics (GA4)The property shows in your Analytics account with Editor access.
Google Tag ManagerYou can open the container and you have Publish rights.
Google Search ConsoleThe property is listed under your account as a Full user.
Website adminYou can sign in and make a change on a test page, then undo it.
HostingYou know where the site is hosted, who holds the login, and you have reached them once.
Domain registrarYou know where the domain lives and when it renews.
Email or SMS platformYou can sign in and see the list size.
Tracking pixelA test event from the live site shows up in Events Manager.
Review sitesYou can reply to a review as the business.
LinkedIn pageYou are a Page admin.
NoteFirst winshipped 03/10/25

The first real piece of work, produced through the Stak, in the client's hands. Worth writing down: the best first win is the thing public reality got wrong that you fixed in a week.

All clientsHow onboarding worksAsk Claude what's next
  • 03/12/25 · went live · dana@marchwellcreative.com
  • 03/09/25 · numbers confirmed · dana@marchwellcreative.com
  • 03/06/25 · kickoff held · dana@marchwellcreative.com
  • 03/03/25 · moved to Questions · dana@marchwellcreative.com
  • 02/28/25 · built Stak approved · dana@marchwellcreative.com
  • 02/25/25 · Stak built · dana@marchwellcreative.com
  • 02/22/25 · created · dana@marchwellcreative.com