Client Resources
Onboarding Process
Provide an interactive onboarding roadmap. Each section represents a step in the onboarding process. This visual tool makes the process simple and intuitive by breaking it down into clear, actionable steps so you always know what to do next.
Social Media
Add to CRM
This SOP guides you through connecting social media accounts like Facebook and Google Business Profile to the CRM, and shows how to create, schedule, and manage posts for streamlined onboarding and marketing.
YouTube
Add Admin Access
Granting admin access to your YouTube channel allows trusted team members to upload content, manage videos, and optimize channel settings—essential for marketers or agencies managing your brand’s online presence and video strategy.
GoDaddy
Add Admin Access
Granting admin (delegate) access in GoDaddy allows a trusted person to manage your domains, websites, and products without giving them full billing or security control. It’s a secure way to collaborate without sharing your login credentials.
General Website
Add Admin Access
Granting admin (delegate) access in GoDaddy allows a trusted person to manage your domains, websites, and products without giving them full billing or security control. It’s a secure way to collaborate without sharing your login credentials.
Wordpress
Add Admin Access
Adding an admin user in WordPress lets you give someone full access to your website’s dashboard, including content management, plugins, and settings. Use this when you need developers, designers, or team members to help manage your site.
Google Analytics
Add Admin Access
Granting admin access in Google Analytics allows someone to view reports, configure settings, and manage users. This is essential for marketers, developers, or SEO teams who need insights and control over your website’s performance data.
Google Business Profile
Set Up
A beginner-friendly guide to setting up your Google Business Profile with a checklist and simple step-by-step instructions. Get verified and found on Google Maps and Search.
Google Reviews
How to Respond
Learn how to log into your Google Business Profile and respond to customer reviews with clear, step-by-step instructions. Strengthen your online presence and show customers you care!
Google Review
Why Respond
Responding to reviews on Google is important for several key reasons—both for reputation management and for boosting your local SEO. Read to learn why