High Risk Clients SOP
When a client is considered high risk:
Working with another 3rd party marketing company
Expresses a concern/frustration about our program
Asks for a ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
Warm Sales Transfer SOP
An Optimize Territory Sales Representative sells a new client on our services.
The new client begins the Onboarding process.
Onboarding Initial Call ...
Adding Appointment link to a GMB profile
Adding in the Appointment Link:
Access your client’s Google Business profile from the Google Business profile Manager by searching for, and ...
Getting Started in Optimize HQ
Step 1: Create Users
Begin by creating user accounts for all individuals who will be using Optimize HQ.
Select Management > Users ...