Patient EngineACADEMY

Shelves New hire path Needs review

Start Here

3

Update Your PE Email Signature
Slack Best Practices for Team Communication
Organize Google Drive for Easy Access

Client Success

20

Welcome Email to New Clients
Get Access to a Client’s Business Manager
Get Access to CMBM
Grant Facebook Page Access to Our Team
Register a Twilio Phone Number
Update Cancellation and Rescheduling Policies
Modify the Email Workflow
Send the Client Launch Email
What to Do When a Campaign Goes Live
Update ClickUp for a Newly Launched Campaign
Update Monthly and Weekly Lead Numbers
Understanding the Results Tracker
Revenue Tracker Guide
Pull an Ad Spend Report
Understanding the Outstanding Billing Tab
Bill Appointment Closers (1st of Every Month)
Appointment Closer (AC) Billing Walkthrough
Masterclass on Saving a Client
Pulling Ad Spend Reports (moved to Pull an Ad Spend Report)
Generating an Ad Spend Report (moved to Pull an Ad Spend Report)

Media Buyers

17

Media Buyer Team Overview
AM Dashboard Overview
Use the AM Dashboard
Set Up a Meta Ad Account
Meta Business Settings: Why Access Matters
Launch a Brand-New Meta Ad Account (Conversion-Focused)
Running Campaigns Under CMBA & PEMBA: Complete Guide
Set Up a Facebook Lead Forms Campaign
Meta Campaign Types
Why You Should Run a Funnel on Meta (Facebook & Instagram)
Facebook Ad Optimization Checklist
Why We Use Lifetime Budgets in Meta Ads
Stay on Budget with Meta’s Reporting View
The Weekly Flowchart for Media Buyers
Client Results Spreadsheet: What to Watch
Why GoHighLevel Is the Source of Truth for Lead Tracking (Not Meta)
Become a Geo Expert

Client Setup

12

Client Onboarding Checklist
GHL Onboarding Process: Welcome Email
Set Up a New Client Account (Example Walkthrough)
Gather Business Profile Information with Internal Tools
Find Business Type Information (LLC, Corp, etc.)
Set Up the Business Profile in a New GHL Sub-account
Connect a Domain to a GHL Sub-account
Set Up the Phone Number in a New GHL Sub-account
Submit an A2P Request for a GHL Sub-account
A2P Message Examples
Set Up the Funnel and Website in a GHL Sub-account
Use Alternate Emails for External Calendars

Treatment Reference

55

Treatment Info & Benefits
Body Contouring
Facial Aesthetics

Tools & Platforms

5

Fix Login Issues in GoHighLevel
Show or Hide Page Sections and Elements in GoHighLevel
Fix the Google Map in GoHighLevel
Manage Funnel Payment Methods
Set Up the Facebook Lead Form Integration and Funnel Automation

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AM Dashboard Overview

AM Dashboard Overview

Needs Review, Reference, Start Here

< 1 min read

How to use the AM dashboard:

Updated on October 6, 2026

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