SOP 008: Initial WordPress setup
SOP-008
Perform initial setup of your new WordPress site in an SEO-friendly way and ensure that pages are correctly indexed, understood, and displayed on search engines
WordPress
Setup & Install
Operations
SOP 024: Install Sumo on your website
SOP-024
Unlock a whole new set of marketing tools by installing Sumo on your website using Google Tag Manager, and grow your email list and revenue.
Setup & Install
Operations
Sumo
SOP 027: How to perform a URL audit on your site
SOP-027
Increase your search engine rankings by knowing which of your pages need to be indexed, deindexed, redirected or canonicalized, as well as how to perform each of these actions
Reporting
Operations
Lead Generation
SOP 031: How to create a lookalike audience
SOP-031
Create a lookalike audience that you can use to expand your Facebook Ads audience in the target country of your choice
Setup & Install
Operations
SOP 037: Getting started with team password management
SOP-037
Set up a reliable tool for managing and sharing secure passwords among your entire team and be able to create different passwords for each account effortlessly and securely.
Operations
Hiring & Team
SOP 051: How to Implement and verify a 301 Redirect on a WordPress website
SOP-051
Implement and test 301 redirects on your Wordpress website and get rid of 404 errors or old content that is not relevant anymore
WordPress
Operations
SOP 053: How to backup and restore your WordPress website
SOP-053
Successfully implement a backup solution for your website that allows you to always have a backup on hand, and recover from possible errors
WordPress
Operations
SOP 058: How to Optimize WordPress to Speed Up your Website
SOP-058
Optimize your current WordPress setup and content for faster page load times
WordPress
Operations
Optimization
SOP 062: Grant Access to Facebook_Meta Business Manager
SOP-062
Grant Access to Facebook/Meta Business Manager Properly and securely assign and revoke employees, freelancers, and partners access to a Facebook Asset and have full control over who has access to what.
Operations
Facebook
Client Management
SOP 089: Reverse engineer your competitor_s traffic sources
SOP-089
Reverse engineer your competitor's traffic sources Discover competitor's traffic sources data and summarize your findings into an audit report.
Operations
Competitor Research
SOP 097: Verifying ownership of your domain in Meta Business Suite
SOP-097
Update necessary for iOS 14. Follow a simple method to verify ownership of a domain so you can keep running ads smoothly
Operations
Facebook
SOP 100: Set up a new Google Business Profile account
SOP-100
If you serve brick-and-mortar businesses, you probably find yourself going through the process of starting a new Google My Business account from scratch
Setup & Install
Operations
Google Business Profile
SOP 101: Optimizing a Google Business Profile listing
SOP-101
If your agency provides GMB optimization services, this SOP will completely streamline the process of taking a business listing from mediocre to world-class
Operations
Optimization
Google Business Profile
SOP 114: Migrating Meta Ad Accounts and Pages from a Personal Facebook Profile to Meta Business Suite
SOP-114
Migrate Facebook assets such as Facebook Pages and Ad accounts away from Facebook personal profiles so that everything can be managed under a Facebook Business Manager account
Operations
Facebook
SOP 118: Granting access to WordPress Site
SOP-118
Easily and safely manage access to your WordPress site for employees, freelancers, and VAs
WordPress
Operations
Client Management
SOP 126: Set up a Linkedin Company Page
SOP-126
Create a new LinkedIn company page and successfully set it up for growth and engagement
Setup & Install
Operations
LinkedIn
SOP 128: Create a Linkedin ad account
SOP-128
Step-by-step guide on how to set up a new LinkedIn ad account from scratch
Setup & Install
Operations
LinkedIn
SOP 129: Granting access to Linkedin ad account
SOP-129
Grant contractors or agencies access to your LinkedIn Ads account without a hitch
Operations
Client Management
LinkedIn
SOP 135: Bulk White Label SOPs and Marketing Strategies
SOP-135
Easily white-label our SOPs or Marketing Strategies to share with your team or clients
Operations
SOP 138: Set up a Google Search campaign
SOP-138
Step-by-step guide to set up a Google Search campaign based on best practices
Setup & Install
Campaign Launch
Operations
Google Ads
SOP 144: Set up a Google Dynamic Search Ad Campaign
SOP-144
Step-by-step guide to set up dynamic ad campaign that can help you find customers without relying on keywords
Setup & Install
Campaign Launch
Operations
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 148: Define Naming Conventions for Google Ad Campaigns
SOP-148
Define naming convention that fits your account structure and improve productivity when managing Google Ads
Campaign Launch
Operations
SOP 153: Set up a Google Brand Awareness Campaign
SOP-153
A step-by-step guide to set up a Google brand awareness campaign based on best practices
Setup & Install
Campaign Launch
Operations
SOP 155: Build citations in local directories
SOP-155
Build local citations and increase your rankings in local SEO results
Operations
SOP 158: Collect and manage customer reviews for Google Business Profile
SOP-158
Collect and manage customer reviews to boost your Google Business Profile rankings
Operations
Google Business Profile
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 183: Find journalists to pitch your business
SOP-183
Run an outreach campaign to find journalists in your niche to promote your product or service
Operations
SOP 206: How to manage user access for Google Business Profile
SOP-206
Manage user roles and access for your Google Business Profile account
Operations
Client Management
Google Business Profile
SOP 207: Transfer Google Business Profile Ownership
SOP-207
Transfer Google Business Profile ownership to clients or other business owners
Operations
Google Business Profile
SOP 208: How to create Google Business Profile posts
SOP-208
Create and optimize Google Business Profile posts to rank and attract customers on Google
Operations
Google Business Profile
SOP 209: Onboard a client for Google Business Profile
SOP-209
Understand the client’s business requirements for the project and get access to the client's Google Business Profile
Operations
Client Management
Google Business Profile
SOP 210: Add Q&A to Google Business Profile
SOP-210
Add Q&A to Google Business Profile Add A&A section on your Google Business Profile so customers can ask questions about your business
Setup & Install
Operations
Google Business Profile
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 216: Set Up Performance Max For Google Shopping
SOP-216
Set up a Performance Max campaign to promote your products on Google
Setup & Install
Operations
Google Ads
Google Merchant Center
SOP 218: Set Up Google Shopping Product Feed
SOP-218
Set up a product data sheet for your online store and feed it to Google Merchant Center
Setup & Install
Operations
Google Merchant Center
SOP 220: Set up Free Shopping Listings
SOP-220
Set up Google free shopping listings to improve product visibility and drive traffic to an online store
Setup & Install
Operations
SOP 221: Optimize Google Shopping Ad Campaigns
SOP-221
Optimize your shopping ad campaigns for better performance and profits
Campaign Launch
Operations
Optimization
Google Merchant Center
SOP 240: Connect Your SOPs To Your Go-To Platform with Project Management Integrations
SOP-240
To export SOPs to your project management platform of choice
Operations
Lead Generation
SOP 242: Hire Virtual Assistant Online
SOP-242
Step-by-step playbook to vet, hire, and onboard virtual assistants to scale your business
Operations
Hiring & Team
SOP 246: 10x Your Productivity in 10 Minutes
SOP-246
Optimize your work environment to get more done in less time, with less effort.
Operations
SOP 247: Delegate SOPs to a virtual assistant
SOP-247
To effectively delegate time-consuming tasks to virtual assistants (VA).
Operations
Hiring & Team
SOP 249: Create a Standard Operating Procedure (SOP)
SOP-249
This guide and best practices for creating Standard Operating Procedures (SOPs) will help you create SOPs that improve efficiency, reduce errors, and streamline operations.
Setup & Install
Operations
SOP 252: Add reCAPTCHA To Fluent Forms On WordPress
SOP-252
Execution Time: 10-20 minutes (plus ~1-2 minutes per additional form)
WordPress
Setup & Install
Operations
Lead Generation
SOP 254: Installing & Setting Up Google Site Kit On A Wordpress Website
SOP-254
Installing & Setting Up Google Site Kit On A Wordpress Website
WordPress
Setup & Install
Operations
SOP 267: Create A Lean Baseline Snapshot In GoHighLevel For An Agency
SOP-267
This SOP guides you to build a lightweight, universal GoHighLevel baseline and package it as a snapshot for rapid client deployments
Setup & Install
Operations
GoHighLevel
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
SOP 272: GoHighLevel Whitelabeling & Custom Branding
SOP-272
This SOP walks you through branding GoHighLevel as your own: setting a whitelabel login domain with SSL, applying logos/colors, and configuring LC Email with a verified sender domain.
Operations
GoHighLevel
SOP 273: GoHighLevel Opportunity Management
SOP-273
This SOP shows how to add opportunities manually or via a simple workflow, move deals across stages, and use filters/search to control pipeline visibility
Operations
GoHighLevel
SOP 274: Setting Up Pipelines in GoHighLevel
SOP-274
Create a GoHighLevel pipeline with custom stages, optionally replicate it across sub-accounts, and set basic team-level visibility. This establishes the structure needed for future opportunity workflows.
Operations
GoHighLevel
SOP 275: GoHighLevel Best Practices & Maintenance
SOP-275
This SOP enforces simple naming conventions, close/archive records, and clear unassigned or duplicated records in GoHighLevel.
Operations
GoHighLevel
SOP 276: GoHighLevel CRM Foundations
SOP-276
This SOP covers adding/managing contacts, custom fields and tags, notes, tasks, and activity review in GoHighLevel. It helps small agencies keep CRM data clean and actionable without touching pipelines or automations.
Operations
GoHighLevel
SOP 277: Set Up a Missed-Call Text Back Workflow on GoHighLevel
SOP-277
This SOP sets up a GoHighLevel workflow that auto-sends an SMS when inbound calls are missed with optional task creation and internal notifications for follow-up.
Setup & Install
Operations
GoHighLevel
SOP 278: GoHighLevel Appointment Confirmation & Reminder
SOP-278
Sets up a single GoHighLevel workflow per calendar to send appointment email confirmations and time-based SMS reminders. Covers trigger, waits with guardrails, optional staff alerts, QA, and publish.
Operations
GoHighLevel
SOP 280: GoHighLevel New Lead Notification & Assignment
SOP-280
Build a GoHighLevel workflow that assigns new leads to owners and sends internal notifications. Covers form and inbound call triggers with optional automatic opportunity creation.
Operations
GoHighLevel
Lead Generation
SOP 281: GoHighLevel Post-Appointment Review Request Automation
SOP-281
This SOP connect review platforms, configure review request templates and notifications, building a post-appointment workflow, and testing end-to-end.
Operations
GoHighLevel
SOP 282: GoHighLevel Re-Engagement Campaign
SOP-282
Sets up a tag-triggered re-engagement sequence in GoHighLevel with an auto-exit on reply or booking. Covers segmentation, workflow build, enrollment, and QA.
Campaign Launch
Operations
GoHighLevel
SOP 283: GoHighLevel Personal Calendar Setup
SOP-283
This SOP covers connecting a user’s Google/Outlook calendar, setting working hours and booking rules, creating a personal one-on-one calendar in GoHighLevel (GHL), verifying sync, and embedding it on a GHL page.
Setup & Install
Operations
Strategy & Planning
GoHighLevel
SOP 284: GoHighLevel Team_Group Calendar Setup
SOP-284
Create a GoHighLevel team/group calendar using round-robin or collective scheduling. Ensures users, sync, availability, and calendar settings are correct, then publishes and tests the booking link.
Setup & Install
Operations
Strategy & Planning
Hiring & Team
SOP 285: Build and Deploy a Multi-Step Survey_Quiz in GoHighLevel
SOP-285
Covers planning fields, building a multi-page survey with show/hide logic, mapping to contact fields, and deploying in a funnel with a thank you redirect.
Operations
GoHighLevel
SOP 286: GoHighLevel Lead Capture Form Setup
SOP-286
This SOP covers building a native GoHighLevel lead form, mapping fields to CRM, tagging, adding to a pipeline stage via a workflow, and embedding on funnels/sites or externally.
Setup & Install
Operations
GoHighLevel
Lead Generation
SOP 288: Set Up, Verify, and Optimize Bing Webmaster Tools on a WordPress Site
SOP-288
Goal: Verify ownership in Bing Webmaster Tools, submit the sitemap, and complete core optimizations for indexing and monitoring.
WordPress
Setup & Install
Operations
Optimization