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  • 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 ...

  • Negative Review Responses
    An SOP describing the standard for responding to clients’ negative reviews. Screenshot the negative review and insert into an email to ...

  • 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 ...

  • Coaching Call Attempt Process
    Quarterly Coaching Call Attempt Process Appointment Setting Attempts Steps: 1st Attempt – Scheduling Email template sent on the first working day of ...

  • Yelp Recommended Language and Talkpaths
    INSTEAD OF WE RECOMMEND “When you’ve had a successful relationship with a client, email or text them asking for a review of your ...

  • Quick Tasks Q&A
    Can I set these up for reoccurring tasks? Not currently. This is set up to just quickly log an action that ...

  • Epicor FAQs
    What is the set-up fee for Epicor services? The Epicor set-up fee is typically $500, but our clients receive $500 off ...

  • Photo Shoot Questionnaire Process
    Going forward we need to be using this Google Doc Link below for the Photo Shoot Questionnaire piece:   First Steps before ...

  • Proposed Subscription Products
    Create a Subscription Product any time you identify or pitch a proposed upsell for a client. Upon creation, move the Stage ...

  • What options does a client have if they want to cancel services?
    If a client asks to cancel services, their gold fund product can be a stand-alone product. If the product is ...