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Client Onboarding

4

Client Onboarding SOP
Upsell Intake Process
Client Onboarding Protocol – Teamwork Process
Service Responsibilities & Protocols

Client Off-boarding

3

Client Off-boarding
Client Off-boarding SOP
Off Boarding Protocol

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

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

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

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

Human Resources

3

Make Up Missed Hours SOP
Hiring Protocol
Holiday Email SOP

Marketing Assistant - (Agency - LFMP/WPP)

2

Creating G-drive Folder for a specific lead SOP
Adding contact in Sharpspring SOP

PPC (Google Adwords & Retargeting)

4

PPC Offboarding SOP
PPC Support SOP
PPC (Pause PPC) SOP
PPC Quick Launch SOP

Reputation Marketing

1

Reputation Marketing Tasks Processes

Social Media

2

SMM-LAUNCH Social Media Tasks SOP
SMM-Monthly Social Media Tasks SOP

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

Internal Training

1

How To Review Brightlocal Ranking Reports for Your Clients

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Client Success Management
Teamwork – Messaging Protocol

Teamwork – Messaging Protocol

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Updated on March 26, 2024

Spanish Translation Request SOP TRLF Training Call Guide

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