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Client Onboarding

4
  • Client Onboarding SOP
  • Upsell Intake Process
  • Client Onboarding Protocol – Teamwork Process
  • Service Responsibilities & Protocols
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Client Off-boarding

3
  • Client Off-boarding
  • Client Off-boarding SOP
  • Off Boarding Protocol
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Client Success Management

35
  • CRM Integration
  • SOP – Backlink Analytics
  • FAQ – How to Identify Main Competitors?
  • Client Performance Concerns Specific to Lead Volume SOP
  • Account Trends Tracking Sheet SOP
  • Address Update SOP
  • CSM – Web Dev Meeting SOP 
  • CSM Department Managers – Client Status Request SOP
  • Client Success Manager Glossary 
  • Email Template Processing SOP
  • Enhancements
  • Granting Facebook Business Manager Access
  • Intake Email Update SOP
  • Inter Department Communications Client Success Support & Client Success Manager SOP 
  • Keywords – How we choose them & commercial intent vs. noncommercial intent
  • Introduction Email (CSM to Client)
  • Issues – how to handle issues that pop up from clients
  • Law Firm Client Generation System (incomplete)
  • LFMP Content/Newsletter Protocol
  • Monthly Meetings & Reporting
  • New Asset Distribution SOP
  • Non Compliant Client 
  • Post Client Meeting Wrap Up SOP
  • PPC/Google Ads Issues – Deep Dive Audit
  • Suspended Google Business Profile
  • Red/Yellow Client Protocol 
  • Teamwork – Client Master Project Protocols (incomplete)
  • Spanish Translation Request SOP
  • Teamwork – Messaging Protocol
  • TRLF Training Call Guide
  • Video Strategy – Clients Website, Youtube & GBP
  • Web Form Leads & Phone Call Leads Quality Check SOP
  • Website Content (Additional Page Requests) – SOP
  • Weekly recap email for non-responsive or yellow/red clients SOP
  • Youtube Suspension SOP
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Content

13
  • Blog Image Selection
  • Content Deadline Guide SOP
  • Blog Internal Review SOP
  • Blog Topic Research SOP
  • Create NL Summary SOP
  • Client Review SOP
  • Create Content Order Form SOP
  • Notify Client that the Blog Has Been Published SOP
  • Open Ticket to Publish a Press Release SOP
  • Press Release Get Topic from Client SOP
  • Open Ticket to Schedule a Blog SOP
  • Press Release If We Don’t Get a Topic from Client SOP
  • Publish a Press Release in Quantum SOP
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Digital Lead Funnels

7
  • Create Classic Automations in MailChimp SOP
  • Create Client’s DLF Questionnaire SOP
  • Lead Enforce Facebook Process
  • Off-boarding DLF Client
  • Digital Lead Funnels Tasks Processes
  • Master DLF SOP
  • Two Factor Authentification
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Google Local Service (GBP)

16
  • Master Google Local Service Tasks SOP
  • GLS Address Update SOP
  • City Grid – To Create A New Listing
  • Bing – To Create A New Listing
  • GBP Categories SOP
  • GBP/YT Video Optimization Process/Protocol
  • Priority File Ranking Blitz SOP
  • GBP Support Claim [Ticket with Google Support] SOP
  • Twilio Number Creation for GBP Secondary Locations SOP
  • Manta – How to Create Listing
  • Ranking Blitz SOP (CSM/CSS)
  • Vendasta (Editing Business Listing & Adding Local SEO Products) SOP
  • Satellite Office SOP
  • YouTube Video Task SOP
  • Vendasta – Auto Verification (adding a brand new GBP Listing SOP
  • How to Optimize Google My Business Profile
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Human Resources

3
  • Make Up Missed Hours SOP
  • Hiring Protocol
  • Holiday Email SOP
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Marketing Assistant - (Agency - LFMP/WPP)

2
  • Creating G-drive Folder for a specific lead SOP
  • Adding contact in Sharpspring SOP
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PPC (Google Adwords & Retargeting)

4
  • PPC Offboarding SOP
  • PPC Support SOP
  • PPC (Pause PPC) SOP
  • PPC Quick Launch SOP
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Reputation Marketing

1
  • Reputation Marketing Tasks Processes
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Social Media

2
  • SMM-LAUNCH Social Media Tasks SOP 
  • SMM-Monthly  Social Media Tasks SOP 
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Website Development

7
  • Updating TW project and Service Tracker Milestones SOP
  • Website QC Form SOP 
  • Agency Contact SOP
  • Slack Contact Slack (Red, Yellow, Green) SOP
  • The Problem Solving SOP
  • How to set up delegate access on Gmail SOP
  • Website Development Tasks Processes SOP
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Internal Training

1
  • How To Review Brightlocal Ranking Reports for Your Clients
View Categories
  • Home
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  • Client Success Management

Client Success Management

  • CRM Integration
  • SOP – Backlink Analytics
  • FAQ – How to Identify Main Competitors?
  • Client Performance Concerns Specific to Lead Volume SOP
  • Account Trends Tracking Sheet SOP
  • Address Update SOP
  • CSM – Web Dev Meeting SOP 
  • CSM Department Managers – Client Status Request SOP
  • Client Success Manager Glossary 
  • Email Template Processing SOP
  • Enhancements
  • Granting Facebook Business Manager Access
  • Intake Email Update SOP
  • Inter Department Communications Client Success Support & Client Success Manager SOP 
  • Keywords – How we choose them & commercial intent vs. noncommercial intent
  • Introduction Email (CSM to Client)
  • Issues – how to handle issues that pop up from clients
  • Law Firm Client Generation System (incomplete)
  • LFMP Content/Newsletter Protocol
  • Monthly Meetings & Reporting
  • New Asset Distribution SOP
  • Non Compliant Client 
  • Post Client Meeting Wrap Up SOP
  • PPC/Google Ads Issues – Deep Dive Audit
  • Suspended Google Business Profile
  • Red/Yellow Client Protocol 
  • Teamwork – Client Master Project Protocols (incomplete)
  • Spanish Translation Request SOP
  • Teamwork – Messaging Protocol
  • TRLF Training Call Guide
  • Video Strategy – Clients Website, Youtube & GBP
  • Web Form Leads & Phone Call Leads Quality Check SOP
  • Website Content (Additional Page Requests) – SOP
  • Weekly recap email for non-responsive or yellow/red clients SOP
  • Youtube Suspension SOP
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