SOP 004: Add Google Tag Manager to a WordPress Site
SOP-004
Perfectly add Google Analytics to a site to measure website data and gather visitor insights, using Google Tag Manager and verify that it is working properly
WordPress
Google Tag Manager
Setup & Install
Analytics
SOP 005: Install Meta Pixel On Your Site
SOP-005
How to properly install the Facebook pixel on any site. With this pixel, you can create remarketing audiences and set up conversions for your campaigns
Setup & Install
Facebook Ads
Tracking
Analytics
SOP 007: Create a Cart-Abandonment Remarketing Campaign with Facebook Ads
SOP-007
Create a simple Facebook ads campaign that targets those who are closest to purchase and start generating more sales by marketing to your most qualified leads
Setup & Install
Facebook Ads
Paid
Campaign Launch
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 009: Add Google Analytics 4 to a site
SOP-009
Perfectly add Google Analytics to a site to measure website data and gather visitor insights, using Google Tag Manager and verify that it is working properly
Setup & Install
Tracking
Google Analytics
Analytics
SOP 010: Set up a Meta Ads Account
SOP-010
Create a Business Manager account and Facebook Ad Account for your business, to start managing all your Facebook Assets and sharing them with your employees securely
Setup & Install
Facebook Ads
Paid
SOP 014: Create a Google Ads Account
SOP-014
Create a Google Ads Account that is ready to start running your first campaign and reach over 3.5 billion searches per day and 2 million websites on the Display Network
Setup & Install
Paid
Google Ads
SOP 017: Set Up Facebook (Meta) Conversion Tracking
SOP-017
Perfectly track leads, pageviews, button clicks, signups, purchases or any other event, using Facebook's pixel conversion tracking
Setup & Install
Tracking
Analytics
SOP 020: Set up Google Search Console
SOP-020
Perfectly set up Google Search Console for the first time, and to connect it with the Yoast SEO WordPress plugin
Setup & Install
Google Search Console
SEO
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 025: Using GTM To Add Google Ads Conversion Tracking To A Site
SOP-025
Track your Google Ads conversions from inside the platform and see how many conversions your campaigns generate and how much they are worth to you
Google Tag Manager
Setup & Install
Tracking
Paid
SOP 028: Add social sharing links to your site
SOP-028
Easily add social sharing buttons to any website, so that your website visitors are able to easily share your content on their social channels.
Setup & Install
Social
SOP 029: Set up an amazing welcome email with MailChimp
SOP-029
Create an engaging welcome email in MailChimp that will be sent automatically to your new email subscribers
Setup & Install
Mailchimp
Email
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 032: Create an automated search query report
SOP-032
Automatically export Search Console data into a Google Sheet which is easier to analyze and allows you to back up your data beyond 90 days
Reporting
Setup & Install
Analytics
SOP 047: How to Create a Leadgen Landing Page
SOP-047
Create a high-converting, fully functional, and tested landing page for your lead generation campaigns that grow your email subscribers, works on all devices, and integrates with your analytics platforms
Setup & Install
Funnels
Lead Generation
SOP 055: How to Setup and Optimize an XML Sitemap
SOP-055
Set up your sitemap for the first time, or audit your existing one to contain your core URLs and be properly configured to be perfectly crawlable by search engines
Setup & Install
Optimization
SEO
SOP 056: How to Setup a Social Listening Campaign
SOP-056
Set up a social listening campaign that will identify, categorize and operationalize the way your company deals with social mentions in the most effective way
Setup & Install
Campaign Launch
Social
SOP 057: How to Setup the Perfect Robots.txt File
SOP-057
Create or optimize your robots.txt file and allow search engines to index your website exactly as you want them to
Setup & Install
SEO
SOP 059: Set up an A_B test on your Website
SOP-059
Set up an A/B test on your Website To successfully set up VWO and start running A/B tests on your website.
Setup & Install
Optimization
Funnels
SOP 065: How to add Google Tag Manager to a Shopify Store
SOP-065
Add Google Tag Manager to a Shopify store and unlock a whole new world of tools and features to power up your Shopify Store
Google Tag Manager
Setup & Install
Shopify
Analytics
SOP 066: How to add Google Tag Manager to a Squarespace Website
SOP-066
Add Google Tag Manager to a Squarespace website and unlock a whole new world of tools and features to power up your website,
Google Tag Manager
Setup & Install
Squarespace
Analytics
SOP 067: How to add Google Analytics to a Shopify Store
SOP-067
Add Google Analytics to a Shopify store or verify that it is working properly. Understand how your visitors are behaving inside your website
Setup & Install
Tracking
Google Analytics
Shopify
SOP 068: How to Add Facebook Pixel to a Shopify Store
SOP-068
Add the Facebook pixel to your Shopify Store in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads
Setup & Install
Facebook Ads
Tracking
Shopify
SOP 082: Set up Google Analytics alerts to monitor your main KPIs
SOP-082
This SOP will make sure you catch any meaningful changes, in real-time, without logging into Analytics every day
Reporting
Setup & Install
Tracking
Google Analytics
SOP 083: How to setup most tools on your website using GTM
SOP-083
Almost every third-party marketing tool nowadays requires a snippet of code to be added to your website, this SOP takes you step by step on how to do it
Google Tag Manager
Setup & Install
Analytics
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 108: Installing the LinkedIn pixel on your site
SOP-108
Add the LinkedIn pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads
Setup & Install
Tracking
LinkedIn
Analytics
SOP 110: Install TikTok pixel on your site
SOP-110
Add the TikTok pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads
Setup & Install
Tracking
TikTok
Analytics
SOP 111: Installing the SnapChat pixel on your site
SOP-111
Add the Snapchat pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads
Setup & Install
Tracking
Snapchat
Analytics
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 125: Create an Automated Meta Ads Report
SOP-125
Create an automated report for your campaigns that you can share with your clients or team
Reporting
Setup & Install
Facebook Ads
Paid
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 131: Set up a Linkedin lead generation form
SOP-131
Learn the best way to set up LinkedIn lead generation form and start collecting leads
Setup & Install
Funnels
LinkedIn
Lead Generation
SOP 137: Create a Design Brief for Google Display Ads
SOP-137
Create a brief with crystal-clear directions that any designer can understand and produce winning creatives
Setup & Install
Paid
Google Ads
Content Production
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 139: Set up a Remarketing Audience in Google Ads Manager
SOP-139
Set up an audience segment that you can use to run remarketing campaigns to drive sales, lead or traffic to your website
Setup & Install
Paid
Google Ads
SOP 142: Set up billing for Google Ads
SOP-142
Set up billing for your Google Ads account so payments can be made to run your campaigns
Setup & Install
Paid
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 163: Set up a Google Analytics 4 Account
SOP-163
Set up a Google Analytics 4 account from scratch
Setup & Install
Tracking
Google Analytics
Analytics
SOP 164: How to add Google Analytics 4 to Squarespace
SOP-164
Successfully add Google Analytics 4 to Squarespace without knowing how to code
Setup & Install
Tracking
Google Analytics
Squarespace
SOP 167: Create a landing page report in Google Analytics 4
SOP-167
View landing page session data and segment these users based on traffic sources
Reporting
Setup & Install
Tracking
Google Analytics
SOP 168: Set Up and Track Custom Events in Google Analytics 4
SOP-168
Successfully create a custom event when a user visits and clicks a key page on your website
Setup & Install
Tracking
Google Analytics
Analytics
SOP 169: Set up form submission events in Google Analytics 4 via GTM
SOP-169
Set up and track form submission events in Google Analytics 4
Google Tag Manager
Setup & Install
Tracking
Google Analytics
SOP 170: Create a user segment report in Google Analytics 4
SOP-170
Create a product sales report segmented by different user demographics and more
Reporting
Setup & Install
Tracking
Google Analytics
SOP 175: Set up a landing page for lead magnet
SOP-175
Set up a landing page on Mailchimp that can help you generate leads
Setup & Install
Funnels
Lead Generation
SOP 176: Set up email automation for lead magnet
SOP-176
Set up an automated email to send lead magnet to your customer
Setup & Install
Email
Lead Generation
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 213: How To Set Up Google Merchant Center Next
SOP-213
Set up a Google Merchant Center for your business or for your client to promote your products on Google Shopping
Setup & Install
Paid
Google Merchant Center
SOP 215: Set up Shipping Returns in Google Merchant Center Next
SOP-215
Set up shipping returns to provide customers with a seamless and hassle-free return experience
Setup & Install
Paid
Google Merchant Center
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 230: How to set up Tiktok Spark Ads
SOP-230
Set up TikTok Spark Ads to scale engagement and attract qualified users through native content
Setup & Install
Social
TikTok
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 251: Create an Email Alias in Google Workspace
SOP-251
Create alternate email addresses for users to receive emails using additional usernames with the same domain
Setup & Install
Gmail
Email
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 253: Create An Instagram Account For A Business
SOP-253
Execution Time: 30–45 minutes (45–60 minutes if linking Facebook Page)
Setup & Install
Social
Instagram
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 263: Set Up LinkedIn Conversion API Via Google Tag Manager
SOP-263
This SOP guides you to deploy LinkedIn’s Conversions API using Google Tag Manager (GTM) Server-Side with Google Analytics (GA) 4 forwarding. You will prepare LinkedIn IDs/tokens, stand up a server container, configure tags/triggers, quality assurance, and prevent duplicate counting
Google Tag Manager
Setup & Install
Tracking
LinkedIn
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 005: Set up an A_B test tool on your website
REC-005
Set up an A/B test tool on your website Start putting in place a repeatable, efficient, and statistically significant process that allows you to make careful data-driven changes to your user's experience, even if you haven't set up an analytics tool yet.
Setup & Install
Optimization
Funnels
Recipe 007: Add a lead generating popup to your website
REC-007
More than 95% of the people that get to your website leave without buying a single thing from you. Give them content they love for free, and they'll give you their email so that you can keep in touch
Setup & Install
Funnels
Lead Generation
Recipe 008: Set up Google Analytics tracking from scratch
REC-008
This recipe is without question the fastest way to go from zero to hero with Google Analytics and perfectly track your traffic on any website
Setup & Install
Tracking
Google Analytics
Analytics
Recipe 009: Set up a WordPress site or blog that will scale
REC-009
Follow this recipe only if you want to do your future self a favor today. It covers all the important bits and pieces that you will need in order to sustainably grow your business
WordPress
Setup & Install
Content
Recipe 012: Setup the basic SEO technical foundations for your blog
REC-012
If you've never put a serious effort into on-page SEO, chances are you've got a lot of low-hanging fruit laying around. Get back up to speed with this recipe today
Setup & Install
SEO
Recipe 016: Create a Facebook Ads Strategy
REC-016
If you've always wished for a process that constantly generates world-class Facebook Ad strategies along with its resources and deliverables, this recipe is the one you've been waiting for
Setup & Install
Facebook Ads
Paid
Strategy & Planning
Recipe 026: Set up email marketing and automation
REC-026
To set up automated email marketing for your business and to grow your email list
Setup & Install
Email
Recipe 027: Set up Conversion Rate Optimization (CRO) campaigns
REC-027
To design a lead magnet and create landing pages to improve conversion rates on your site
Setup & Install
Tracking
Campaign Launch
Funnels
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 031: Set up Google Analytics 4
REC-031
To set up Google Analytics 4 on any website
Setup & Install
Tracking
Google Analytics
Analytics
Recipe 032: Set up Google Shopping campaigns
REC-032
Set up Google Merchant center and start running Google Shopping campaign for your eCommerce store
Setup & Install
Paid
Campaign Launch
Google Merchant Center
Recipe 034: Set up cross-platform web tracking
REC-034
Set up conversion tracking for your website acros multiple platforms
Setup & Install
Tracking
Lead Generation
Analytics
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
Recipe 040: Set up LinkedIn for lead generation
REC-040
Set up a company page, and lead generation campaign for your business
Setup & Install
Funnels
LinkedIn
Lead Generation
Recipe 041: Set up Google Merchant Center
REC-041
Set up Google merchant center with the goal of advertising your products on Google Shopping and other Google services
Setup & Install
Paid
Google Merchant Center