SOP 146: Create Google Ad Campaign Strategy Proposal for Client
SOP-146
Design and propose a winning campaign strategy to help your client achieve their business goals
Campaign Launch
Operations
Strategy & Planning
Client Management
SOP 160: How to conduct customer interviews
SOP-160
Conduct in-depth interviews with customers to understand their behaviours, challenges, and why they buy from you
Operations
Hiring & Team
SOP 161: How to create buyer persona
SOP-161
Create a buyer persona based on real customer feedback and data
Operations
Strategy & Planning
SOP 211: Client engagement playbook
SOP-211
Improve client interactions' quality while building stronger and more long-lasting relationships with clients
Operations
Client Management
SOP 268: GoHighLevel Client Onboarding And Account Setup
SOP-268
This SOP guides you to create a GoHighLevel sub-account from the marketing agency snapshot, connect core integrations, configure phone, email, update assets, and complete verification for launch.
Setup & Install
Operations
Client Management
GoHighLevel
Template 034: Client Onboarding Questionnaire: Product, Business, and Marketing
TEM-034
r Product and Service 1. What does your business do? 2. What are your best selling products? 3. What problem does your service/product solve? 4. What makes this product/service unique? Why would someone buy from you versus buying from anyone else or versus doing nothing at all? 5. What is the most common result your customer gets from using your product/service? 6. Who are your main competitors? 1
Operations
Client Management
Template 037: Client Kickoff Call Template
TEM-037
Operations
Client Management
Template 049: Customer Interview script
TEM-049
rstand your needs, why you decided to take the course, and what we can do to help you. This interview will work like this. I’m going to ask you lots of questions about YOU, so I can learn what your goals are, what kinds of things are causing problems for you, etc. I want to stress that this is not a sales call. My objective is to learn from you, not to sell or pitch anything. Does that sound good?
Operations
Hiring & Team
Template 050: Buyer Persona template
TEM-050
Operations
Strategy & Planning
Template 057: Client Onboarding Questionnaire for Google Business Profile
TEM-057
57: Client Onboarding Questionnaire for Google Business Profile General Business Information Content About Your Business 1 Business Contact Information 3 Business Services/Products and Opening Hours 4 About Your Business 1. What is your business name? 2. Do you have images that we can use to upload to your Google Business Profile? No Business Images Mark ‘/’ if you have the images 1. Business Logo
Operations
Client Management
Google Business Profile
Template 059: Client offboarding checklist
TEM-059
Operations
Strategy & Planning
Client Management
Template 060: Client monthly meeting script
TEM-060
am member 3] from our team in attendance today. Before we begin, let's take a moment to review the agenda for today's meeting. We'll be covering the following topics: ● Review of Previous Month ● Current Status ● Goals for the Month ● Budget and Resource Allocation ● Feedback and Suggestions ● Upcoming Challenges and Risks ● Action Items ● Next Meeting ● Closing Review of Previous Month (2-5 mins)
Operations
Client Management