ACCOUNT UPDATE SOP
Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...
ACCOUNT UPDATE EXPECTATIONS
Account Update Expectations
Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
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 ...
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 ...
Content SOP
An SOP describing content best practices, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service ...
Coaching Call Attempt SOP
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...