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
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 039: Onboarding Email Template for Facebook Ads Clients
TEM-039
GINS ● When you get a chance, please grant us access to your Facebook Ad Account . Here’s the step-by-step guide on how to do it. Our Facebook Business ID is: [XXXXXXXXX] ○ [Grant Access to Facebook Ads Account] (Refer to section: Granting Facebook Business Manager access to an agency or contractor) ● We will also need access to your Wordpress site. Please follow the link below to grant us access.
Facebook Ads
Paid
Client Management
Template 040: Onboarding Email Template for Google Ads Clients
TEM-040
paign (Save This Email) Hey [_name_], Great to have you on board! To get started, please: ACCESS / LOGINS Provide me the customer ID of your Google Ads account so I can send an access request (Instruction) We will also need edit access to your Google Analytics to [xxxx@llmdecode.com] (Instruction) Please share the edit/admin permission of your Google Tag Manager account to [xxxx@llmdecode.com] (Instruction)
Paid
Google Ads
Client Management
Template 042: Client Onboarding Questionnaire for Google Ads
TEM-042
Paid
Google Ads
Client Management
Template 056: Onboarding Email Template for Google Business Profile Clients
TEM-056
ness Profile Hey _name_, Great to have you on board! This email will provide you with all the information to get your Google Business Profile up and running. ACCESS / LOGINS ● Please grant us access to your Google Business Profile when you get a chance. Here’s the step-by-step guide on how to do it. Our Google Business Profile email is: [XXXXXXXXX] ○ Grant Access to Google Business Profile Account
Client Management
Google Business Profile
Email
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
Template 061: Employee Onboarding Email Template
TEM-061
T : Say Hi To Your Fellow Teammates! CC: [Teammate's email addresses] Hey, _name_! Great to have you on board, and welcome to [Company X]! This email will provide you with all the information to get you started with your new team! SAY HELLO TO YOUR SUPERVISOR! ● [Attach the supervisor’s photo here]. [Name: XXXXXXXXX] [Email: XXXXXXXXX] A short introduction of [ insert supervisor’s name]: XXXXXXXXX
Hiring & Team
Client Management
Email
Template 062: Employee Onboarding Checklist
TEM-062
Operations
Strategy & Planning
Hiring & Team
Client Management
Template 073: TikTok Ads Campaign Strategy Proposal for Client
TEM-073
Paid
Campaign Launch
Strategy & Planning
Client Management
Template 079: Onboarding template for hiring Virtual Assistant
TEM-079
or issues with the setup, please email me [email address] or message me on [slack]. Orientation: 1. Download [password manager] ● Accept the Slack invitation sent to your email address and sign up using the email address you provided. 2. Install the following tools: ● [List of software/tools they will be using] ● [Brief explanation of what each tool is used for] ● [Login information if applicable]
Operations
Hiring & Team
Client Management
Template 096: Facebook Ads Account Management Client Brief
TEM-096
d Generation, Sales Funnel Marketing, Creatives, Audit, Reporting, etc. PROJECT DURATIONe.g. 3 months PRODUCT DETAILSNameDescription (what problem does it solve?)Key BenefitsPricingUSP MARKETING PAGESHome PageLanding PageSales PageSocial Media Page(s) TARGET AUDIENCEPersona 1NameAgeGenderEducationWhat do they do?InterestsGoalsChallenges Persona 2NameAgeGenderEducationWhat do they do?InterestsGoals
Facebook Ads
Paid
Client Management
Template 100: Email Marketing Proposal [downloadable template]
TEM-100
ST 12345 Their City, ST 12345 Phone Phone Email Email Website Website Cover Letter Dear [Client’s First Name], Thank you for reaching out to us for email marketing requirements for [Client Company’s Name]. [Thank them for considering you] An attractive email marketing campaign can give more insights to your potential customers about [Client’s Name] offerings and help them make the buying decision.
Client Management
Email
Template 101: Social Media Management Proposal Template
TEM-101
Social
Client Management
Template 133: Client Engagement Planning Checklist
TEM-133
Operations
Strategy & Planning
Client Management
Template 134: Client feedback and survey questions
TEM-134
Operations
Client Management
Recipe 030: Set up Google Business Profile and local SEO for clients
REC-030
To set up Google Business profile and local SEO strategy for your clients
Setup & Install
Client Management
Google Business Profile
SEO
Recipe 033: Onboard and manage clients
REC-033
Onboard and manage clients for Facebook and Google ads. Managing their expectations throughout the engagement
Operations
Client Management