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ClickUp

1
  • Use internal tools to gather Business Profile information
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GoHighLevel

9
  • Step-by-Step: Fixing Your Map GHL
  • Setting Up the Business Profile in a New Sub-account (GoHihgLevel)
  • Unlock Calls in GHL: New Sub-Account Phone Config
  • A2P Request: GHL sub-account
  • GHL Sub-account Domain Set Up
  • GHL Setup Funnel and Website
  • Account Setup
    • Finding Business Type Information (LLC, Corp, etc.)
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Google Workspace

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  • How to Organize Google Drive for Easy Access
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Marketing and Campaigns

12
  • 🛠️ Navigating Meta Business Settings: Why Access Matters for Media Buyers
  • Ad account setup
  • Client’s Results SS – What Every Media Buyer Needs to Watch 👀
  • Read the Media Buyer Team Overview:
  • Different Types of campaigns that Meta has.-
  • Why You Should Run a Funnel on Meta (Facebook & Instagram)
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Onboarding and Getting Started

2
  • Update your PE email signature
  • Getting Started
    • Client Onboarding Checklist
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Processes and SOPs

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  • Client Communication
    • CSM – Revenue Tracker Guide
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Slack

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  • Slack Best Practices for Team Communication
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Teams

19
  • Client Success Managers
    • CSM – Updating ClickUp for Newly Launched Campaign
    • Masterclass on Saving a Client
    • Treatment Info & Benefits
    • Pulling Ad Spend Reports
    • Appointment Closer Billing – 1st Of Every Month
    • CSM – Understanding the Results Tracker
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