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 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 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 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 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 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 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 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 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 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 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 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
Recipe 035: Set up and maintain a new WordPress site
REC-035
Set up a new Wordpress site from scratch and other technical optimizations
WordPress
Setup & Install
Operations