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 063: How to Manage User Access for Google Ads Accounts
SOP-063
Properly and securely assign and revoke employees, freelancers, and partners access to your Google Ads account and have full control over who has access to what
Paid
Google Ads
Client Management
SOP 064: How to manage user access for Google Analytics 360 Products (Google Analytics, and Google Tag Manager)
SOP-064
Properly and securely assign and revoke employees, freelancers, and partners access to your Google Products and have full control over who has access to what
Google Tag Manager
Tracking
Google Analytics
Client Management
SOP 112: Onboard a Facebook Ads Management Client
SOP-112
Make sure clients' needs and concerns are addressed so you can run ad campaigns as soon as possible
Facebook Ads
Paid
Client Management
SOP 115: Granting access to Google Search console
SOP-115
Grant access to Google Search Console account to a new user so they can monitor your website’s performance in Google search
Google Search Console
Client Management
SEO
SOP 116: Granting access to Google Tag Manager
SOP-116
Grant access to Google Tag Manager account to a new user so they can add a pixel or other code to your website
Google Tag Manager
Client Management
Analytics
SOP 117: Granting access to Google Analytics
SOP-117
Grant access to Google Analytics account to a new user so they can run analysis and create GA reports for your site
Tracking
Google Analytics
Client Management
Analytics
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 123: Create a Facebook Ads strategy proposal deck
SOP-123
By the end of this SOP, you will be able to propose a campaign strategy for the client (along with analysis, deliverables, and timeline) that will help them achieve their business goals
Setup & Install
Facebook Ads
Paid
Strategy & Planning
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 141: Onboard a Client for Google ads
SOP-141
Make sure clients’ goals and objectives are addressed so you can run ad campaigns as soon as possible
Paid
Google Ads
Client Management
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 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 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 211: Client engagement playbook
SOP-211
Improve client interactions' quality while building stronger and more long-lasting relationships with clients
Operations
Client Management
SOP 228: How to create Tiktok Ads Strategy Proposal deck
SOP-228
Propose a TikTok ads campaign strategy for the client to help them achieve their business goals
Paid
Strategy & Planning
Client Management
TikTok
SOP 257: Granting Access To A Linkedin Page
SOP-257
This SOP walks a client with a super admin access through adding agency users as content admins on a LinkedIn Page and having the agency to confirm access. It uses LinkedIn’s native page admin roles on desktop for a fast, low ‑ risk setup
Social
Client Management
LinkedIn
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 269: Share Access to LinkedIn Ads Manager With Your Agency
SOP-269
This SOP shows how to add your agency’s user to a LinkedIn ad account with campaign manager access. It delivers secure, verifiable access without changing billing or page roles
Paid
Client Management
LinkedIn
SOP 270: Share Access to TikTok Ads Manager With Your Agency
SOP-270
This SOP guides clients to add an agency as a partner in TikTok Business Center and share the correct ad account with campaign permissions only. It keeps billing/admin under client control.
Paid
Client Management
TikTok