Slack

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Slack Best Practices for Team Communication

Onboarding and Getting Started

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Update your PE email signature
Getting Started
- Client Onboarding Checklist

GoHighLevel

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Step-by-Step: Fixing Your Map GHL
Control Page Visibility: Sections & Elements
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.)

Google Workspace

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How to Organize Google Drive for Easy Access

ClickUp

1

Use internal tools to gather Business Profile information

Marketing and Campaigns

12

The AM Dashboard for Media Buyers
🛠️ 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

Processes and SOPs

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Client Communication
- CSM – Revenue Tracker Guide

Troubleshooting

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Troubleshooting Login Issues in GoHighLevel

Teams

19

Client Success Managers

Treatments

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