Slack

2

Slack Best Practices for Team Communication
Best Practices
- CSM – Understanding The Outstanding Billing Tab

Onboarding and Getting Started

24

🎯 Why We Use Lifetime Budgets in Meta Ads: A Media Buyer’s Guide
💰 How to Stay on Budget with Meta Reporting View
📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer
🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)
The AM Dashboard for Media Buyers
Read the Media Buyer Team Overview:
Client’s Results SS – What Every Media Buyer Needs to Watch 👀
Employee Onboarding
Team Introductions
- Read the Media Buyer Team Overview:
Setting Up Tools
- The AM Dashboard for Media Buyers
- Ad account setup
Company Policies and Guidelines
- Update your PE email signature
Getting Started

GoHighLevel

12

Step-by-Step: Fixing Your Map GHL
Control Page Visibility: Sections & Elements
🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)
GHL Setup Funnel and Website
GHL Sub-account Domain Set Up
A2P Request: GHL sub-account
Unlock Calls in GHL: New Sub-Account Phone Config
Setting Up the Business Profile in a New Sub-account (GoHihgLevel)
Setting Up a New Client Account: An Example Walkthrough
Account Setup
- Finding Business Type Information (LLC, Corp, etc.)
Reporting and Analytics
- Pulling Ad Spend Reports
Lead Management
- 🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)

Google Workspace

3

📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer
How to Organize Google Drive for Easy Access
Google Sheets
- 📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer

ClickUp

1

Use internal tools to gather Business Profile information

Content Creation

1

Why You Should Run a Funnel on Meta (Facebook & Instagram)

Marketing and Campaigns

19

🛠️ Navigating Meta Business Settings: Why Access Matters for Media Buyers
🎯 Why We Use Lifetime Budgets in Meta Ads: A Media Buyer’s Guide
💰 How to Stay on Budget with Meta Reporting View
📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer
🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)
Why You Should Run a Funnel on Meta (Facebook & Instagram)
Different Types of campaigns that Meta has.-
Read the Media Buyer Team Overview:
Client’s Results SS – What Every Media Buyer Needs to Watch 👀
Ad account setup
Facebook Ad Optimization Checklist
Ad Creation
- Different Types of campaigns that Meta has.-
Funnels and Landing Pages
Analytics and Metrics

Processes and SOPs

9

📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer
🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)
The AM Dashboard for Media Buyers
Client’s Results SS – What Every Media Buyer Needs to Watch 👀
Lead Management
- 🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)
Client Communication
Reporting Protocols
- 📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer

Troubleshooting

1

Troubleshooting Login Issues in GoHighLevel

Teams

35

🎯 Why We Use Lifetime Budgets in Meta Ads: A Media Buyer’s Guide
💰 How to Stay on Budget with Meta Reporting View
📊 Mastering the Flowchart: Your Weekly Compass as a Media Buyer
🎯 Why Go High Level CRM Is the Source of Truth for Lead Tracking (Not Meta)
The AM Dashboard for Media Buyers
Client’s Results SS – What Every Media Buyer Needs to Watch 👀
Client Success Managers
Appointment Closers
- Treatment Info & Benefits
Media Buyers

Treatments

11

Body Sculpting
Facial Aesthetics

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Pulling Ad Spend Reports

Pulling Ad Spend Reports

< 1 min read

Pulling Ad Spend Reports – Watch Video

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TheyDo BM Reporting

Updated on May 27, 2025

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