Ideal outcome
You and your team have access to resources and information needed to run the Google Business Profile for your client
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SOP-209
Onboard a client for Google Business Profile
Understand the client’s business requirements for the project and get access to the client's Google Business Profile
Type
SOPs · PDF
Execution time
5-14 Days
Last updated
29 March 2024
Who does this
The marketing or account manager for the project
Length
3 pages
Why it matters
Ensure clients’ needs and concerns are addressed before running their Google Business Profile
Before you start
You should have access to a verified Google Business Profile account. If you don’t have one, please follow SOP 100 (web version): Set up a new Google Business Profile account
Key steps 6 steps
What is inside 8 headings
1 Environment Setup 3
- Download this Google Business Profile Client Onboarding Folder . Copy and upload it to your own Google drive folder. This folder includes a Word document of the client onboarding questionnaire and creatives from the client folder to onboard your client.
- Click on the downward arrow beside the folder name. Make sure you are in the correct folder. Press “Get link” from the drop-down.
- Go to “General access” and change access to “Anyone with the link”. Make sure to click “Editor” for your client to organize, add, and edit files in the folder. Copy the shared link by clicking on the “Copy link” at the bottom of the pop-up.
2 Send A Welcome Email 3
- Send the welcome email (using this Template 056: Google Business Profile Client Onboarding Email Template (web version)) as soon as you receive the signed contract.
- Use this Template 057: Client Onboarding Questionnaire for Google Business Profile (web version) to request all necessary information from your client.
- In the onboarding email template, you will find:
The document 3 pages
The file is locked
It comes with the SOP Library.
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