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GBP Specialist

Social Profile Setup

Needs review — This SOP contains our content but has not been verified by Nick. Treat as a working draft until marked Live.

SOP-05: Social Profile Setup

Section titled “SOP-05: Social Profile Setup”

Last Updated: 2026-03-31 Owner: GBP Specialist Status: Active

Overview

Section titled “Overview”

This SOP covers the creation and initial setup of social media business profiles across X (Twitter), Pinterest, Facebook, Instagram, and LinkedIn. Social profiles are foundational for business credibility, content distribution, and customer engagement. The GBP Specialist creates accounts using consistent branding and business information during the P0 onboarding phase.

Key Inputs:

  • Client business information (name, phone, address, website, logo, description)
  • Client email address or dedicated email for social accounts
  • Brand guidelines (colors, voice, tone)
  • Profile photos and imagery
  • Task Tracker documentation

Escalation Path: GBP Specialist → CSM → Ops Lead → Nick (for account access issues)

SECTION 1: PRE-SETUP PREPARATION

Section titled “SECTION 1: PRE-SETUP PREPARATION”

Trigger

Section titled “Trigger”
  • New client onboarded and ready for Phase 0 (P0)
  • Social profile setup requested during intake form
  • Client has approved social media strategy

Owner

Section titled “Owner”

GBP Specialist

Prerequisites Checklist

Section titled “Prerequisites Checklist”

Before creating any profiles, gather:

  • Business name: Exact name for all profiles (must match GBP and citations)
  • Business email: Client’s primary email or dedicated social inbox
  • Business phone: Direct business number for profiles
  • Business address: Full address for location-based businesses
  • Website URL: Homepage or contact page
  • Business description: 1-2 sentence description of services
  • Logo: High-resolution PNG or JPG (square 1:1 ratio preferred)
  • Profile photo options: 2-3 professional images (team, storefront, or work sample)
  • Brand guidelines: Colors, voice, tone (from client onboarding form)
  • Task Tracker link: Ready to document credentials and login info securely

Email & Account Selection Strategy

Section titled “Email & Account Selection Strategy”

Email choice options:

  1. Client’s existing Gmail: Use client’s established business email (preferred)
    • Provides continuity with other business tools
    • Client retains ownership of account
    • Easier for future account management by client
  2. Dedicated social media inbox: Create new Gmail for all social accounts (if client prefers)
  3. Agency email (temporary): Use agency email only if client requests (not recommended for long-term)
    • Limits client control
    • Creates transfer issues if client leaves
    • Not ideal for account ownership

Decision: Confirm email choice with CSM and document in Task Tracker before proceeding.

SECTION 2: GOOGLE CHROME SETUP & AUTHENTICATION

Section titled “SECTION 2: GOOGLE CHROME SETUP & AUTHENTICATION”

Trigger

Section titled “Trigger”
  • Email selected and credentials confirmed
  • Ready to begin profile creation

Owner

Section titled “Owner”

GBP Specialist

Step-by-Step Setup

Section titled “Step-by-Step Setup”

  1. Log Into Google Chrome with Business Email

    • Open Google Chrome (recommended browser for consistency)
    • Click profile icon (top right)
    • Select “Add” or “Sign in to Chrome”
    • Enter business email address (client’s Gmail or dedicated social inbox)
    • Complete two-factor authentication if prompted
    • Confirm you’re signed into Chrome with business email

  2. Purpose of Chrome Profile

    • Using a dedicated Chrome profile ensures all logins are centralized
    • Easier for CSM/client to take over account management later
    • Separates business profiles from personal browsing
    • Easier to grant access to other team members if needed

  3. Optional: Enable Chrome Sync

    • This syncs passwords and bookmarks (skip if security concern)
    • If enabled, passwords are stored in secure Chrome vault
    • Task Tracker should ALSO store login credentials as backup
    • Confirm sync settings with Ops Lead before enabling for multiple clients

SECTION 3: SOCIAL PROFILE CREATION

Section titled “SECTION 3: SOCIAL PROFILE CREATION”

Trigger

Section titled “Trigger”
  • Chrome profile logged in with business email
  • All prerequisites gathered (business info, photos, branding)

Owner

Section titled “Owner”

GBP Specialist

Reference Video

Section titled “Reference Video”

Full setup walkthrough: https://www.loom.com/share/b1e9ab778d644c2bb51699c87c164d40

Profile Creation Order & Details

Section titled “Profile Creation Order & Details”

Create profiles in this order (allows some platform data to sync across):

Platform 1: X (Twitter)

Section titled “Platform 1: X (Twitter)”

  1. Create Account

    • Navigate to x.com (formerly twitter.com)
    • Click “Sign up” button
    • Enter email: Business email (already logged in Chrome)
    • Create strong password (store in Task Tracker)
    • Verify email address (check inbox)

  2. Complete Profile Information

    • Name: Business name (exact match to GBP)
    • Username (@handle): Ideally @BusinessName (no spaces, no special characters except underscore)
    • Bio/Description: 160 characters max, benefit-focused description
      • Example: “Professional plumbing services for residential & commercial. 24/7 emergency response. [City, State]”
    • Website URL: Link to homepage or services page
    • Profile photo: Logo or professional image (square format)
    • Header image: Optional branded banner (1500x500px)
    • Location: City, State (if service area applies)

  3. Enable Business Features (if available)

    • Some accounts can upgrade to “Business Account”
    • Look for Business Profile toggle in settings
    • Enables verified badge eligibility (not guaranteed)

  4. Save & Document

    • Screenshot login credentials (email, password)
    • Store in Task Tracker: Account created, profile complete, username recorded
    • Do NOT share password in Slack (only in Task Tracker)

Platform 2: Pinterest

Section titled “Platform 2: Pinterest”

  1. Create Account

    • Navigate to pinterest.com
    • Click “Sign up”
    • Enter email: Business email
    • Create password (store in Task Tracker)
    • Verify email

  2. Convert to Business Account

    • After profile creation, go to Settings (gear icon)
    • Select “Upgrade to a Business Account”
    • Pinterest prompts for business information
    • Category: Select applicable (e.g., “Home Improvement,” “Services,” “Other”)
    • This enables Pinterest analytics and advertising features

  3. Complete Business Profile

    • Business name: Official business name
    • Bio: 160 characters, benefit-focused
    • Website: Homepage URL
    • Profile image: Logo or professional photo
    • Category: Business type (from above)

  4. Create First Board (Optional but recommended)

    • Create board: “Our Work” or “Portfolio”
    • Description: “Examples of our recent projects”
    • This gives profile credibility even before pinning content

  5. Save & Document

    • Store credentials in Task Tracker
    • Note business account upgrade completion
    • Record first board name if created

Platform 3: Facebook

Section titled “Platform 3: Facebook”

  1. Create Account

    • Navigate to facebook.com
    • Click “Create New Account”
    • Enter: Name (business name), Email (business email), Password, Birth date (use business start date if unsure)
    • Complete sign-up and email verification

  2. Immediately Convert to Business Page

    • Facebook now directs new accounts to Business Profile conversion
    • If not prompted: Go to Settings (gear icon) → Select “Create Business Page”
    • Choose “Business or Brand”
    • Enter:
      • Business name: Official name (exact match)
      • Category: Select relevant (Plumber, Restaurant, etc.)
      • Address: Full business address (if location-based)
      • Phone: Business phone number
      • Website: Homepage URL

  3. Complete Business Page Profile

    • About section: Business description (150+ characters)
    • Profile photo: Logo (square, 200x200px minimum)
    • Cover photo: Branded banner (820x312px)
    • Hours: Add business hours (if applicable)
    • Services: List main services offered
    • Payment methods: Add if applicable (e.g., “Accepts credit cards”)

  4. Set Up Messaging (Optional)

    • Enable Facebook Messenger for customer inquiries
    • Set automated response: “Thanks for reaching out. We’ll respond within 24 hours.”
    • This increases customer engagement

  5. Save & Document

    • Store credentials in Task Tracker
    • Record page URL (facebook.com/businessname)
    • Note conversion to Business Page complete

Platform 4: Instagram

Section titled “Platform 4: Instagram”

  1. Create Account

    • Navigate to instagram.com
    • Click “Create new account”
    • Use business email
    • Create password (strong, store in Task Tracker)
    • Enter name (business name, not personal)
    • Verify email or phone number

  2. Create Username

    • Instagram username: @BusinessName (no spaces, lowercase)
    • Keep it consistent with other platforms if possible
    • Username cannot be changed easily later, so choose carefully
    • Ideally 15 characters or less

  3. Convert to Business Account

    • After account creation, go to Settings (gear icon)
    • Select “Account type and tools”
    • Choose “Switch to professional account”
    • Account type: “Business”
    • Category: Select business category (e.g., “Professional Services,” “Local Business”)
    • Contact info: Add phone and/or email

  4. Complete Professional Profile

    • Bio: 150 characters max, benefit-focused with CTA
      • Example: “Professional landscaping for [Service Area]. Free consultation. DM or call 555-1234”
    • Profile photo: Logo or professional headshot (square)
    • Website link: Homepage URL (Instagram allows only 1 clickable link)
    • Business hours: Add hours (if applicable)
    • Call/Message buttons: Enable for customer contact

  5. Set Up Highlights (Optional)

    • Create story highlights (About, Services, Portfolio)
    • Helps organize profile content and provides quick access to key info
    • Example highlights: “Our Team,” “Projects,” “Testimonials”

  6. Save & Document

    • Store credentials in Task Tracker
    • Record username and profile URL
    • Note conversion to Business Account complete

Platform 5: LinkedIn

Section titled “Platform 5: LinkedIn”

  1. Create Account

    • Navigate to linkedin.com
    • Click “Sign up” or “Join now”
    • Use business email
    • Create password (strong, store in Task Tracker)
    • Complete profile prompts (first name, last name, password)
    • Verify email

  2. Create Company Page

    • After account creation, go to “Me” (profile icon)
    • Select “Create a company page”
    • Choose “Company”
    • Fill in company information:
      • Company name: Official business name
      • URL slug: linkedin.com/company/yourcompany
      • Website: Homepage URL
      • Company size: Select range (1-10, 11-50, etc.)
      • Industry: Select appropriate category
      • Company type: Select (B2B, B2C, Non-profit, etc.)

  3. Complete Company Profile

    • About section: 2-3 sentence company description including mission/services
    • Logo: High-resolution version (1200x627px optimal)
    • Banner image: Professional branded image
    • Tagline: Short description of what company does (120 characters max)
    • Specialties: Add 3-5 key service areas
    • Contact info: Phone, email, address
    • Website links: Add if multiple locations or service pages available

  4. Enable Company Updates

    • Confirm ability to post company updates (news, announcements, job postings if applicable)
    • This establishes company as active and engaged

  5. Add Team Members (Optional)

    • If client wants employee profiles to link to company page:
      • Ask client to create personal LinkedIn profiles first
      • Then add to company page as employees
      • Provides credibility and team visibility
    • This is optional and can be done later

  6. Save & Document

    • Store credentials in Task Tracker
    • Record company page URL
    • Note company page creation date

SECTION 4: PROFILE VERIFICATION & CONSISTENCY CHECK

Section titled “SECTION 4: PROFILE VERIFICATION & CONSISTENCY CHECK”

Trigger

Section titled “Trigger”
  • All five profiles created and basic information entered
  • Ready for QC verification

Owner

Section titled “Owner”

GBP Specialist

Verification Steps

Section titled “Verification Steps”

  1. Check NAP Consistency

    • Name: Business name matches across all 5 platforms and GBP
    • Address: Address matches (if location-based)
    • Phone: Phone number is consistent and clickable
    • Website: All platforms link to same website URL
    • Document any discrepancies in Task Tracker

  2. Review Profile Information

    • Profile photo: Same logo/image across all platforms (for brand consistency)
    • Bio/Description: Consistent messaging, all mention key services
    • Website links: All functional and pointing to correct page

  3. Verify Account Access

    • Test login for each platform using stored credentials
    • Confirm email verification is complete
    • Confirm password works and account is accessible

  4. Document Profile URLs

  5. Test Profile Visibility

    • Search Google for each platform: “Business Name [Platform]”
    • Verify profiles appear in search results (may take 24-48 hours for new profiles)
    • Confirm profiles are publicly visible

QC Checklist

Section titled “QC Checklist”
  • All 5 profiles created (X, Pinterest, Facebook, Instagram, LinkedIn)
  • All profiles using correct business email
  • Business name matches across all platforms and GBP
  • Phone number visible and consistent on all platforms
  • Website URL linked on all profiles
  • Profile photos/logos matching across platforms
  • Account passwords stored securely in Task Tracker
  • All profiles converted to business accounts (where applicable)
  • Profile URLs documented in Task Tracker
  • Account access verified (can log in successfully)
  • Zero spelling errors in profiles
  • All profiles visible in Google search

SECTION 5: CLIENT HANDOFF & ONGOING MANAGEMENT

Section titled “SECTION 5: CLIENT HANDOFF & ONGOING MANAGEMENT”

Trigger

Section titled “Trigger”
  • All profiles created, verified, and QC passed
  • Ready to transfer to CSM for client communication

Owner

Section titled “Owner”

GBP Specialist (creation) / CSM (client communication) / GBP Specialist (ongoing maintenance)

Handoff Process

Section titled “Handoff Process”

  1. Create Profile Summary Document

    • Prepare document for CSM/client including:
      • All 5 profile URLs
      • Login credentials (stored securely in Task Tracker, not emailed)
      • Brief explanation of each platform’s purpose
      • Next steps: Client can begin posting content once profiles are live

  2. Notify CSM

    • Email CSM: “Social Profiles Complete - [Client Name]”
    • Subject line emphasizes readiness
    • Attach profile summary
    • Message: “All five social profiles are created, verified, and ready for content strategy. Profile URLs and credentials stored in Task Tracker. Client can begin following best practices and posting content immediately.”

  3. Document Completion in Task Tracker

    • Create completion note with all details:
      • Completion date and time
      • All 5 platform names with URLs
      • Note that credentials are stored securely
      • Recommendation: “Client ready to begin social content strategy in P2”

  4. Optional: Brief Training Call

    • Offer CSM brief walkthrough of each platform’s interface
    • Show where to post updates, monitor messages, access analytics
    • Share best practices tips (post frequency, content types)

Ongoing Maintenance (GBP Specialist)

Section titled “Ongoing Maintenance (GBP Specialist)”

Post-setup responsibilities:

  • Monitor profiles monthly for spam/compromised indicators
  • Ensure login credentials remain accessible
  • Verify accounts remain active and publicly visible
  • Flag any issues (account locked, verification required, etc.) to CSM immediately

Client responsibilities (post-setup):

  • Post content regularly (per social media strategy in P2)
  • Monitor messages and respond to customer inquiries
  • Update hours, contact info, or services as needed
  • Request changes from CSM (GBP Specialist makes updates)

SECTION 6: TROUBLESHOOTING & ESCALATION

Section titled “SECTION 6: TROUBLESHOOTING & ESCALATION”

Account Creation Fails / Email Already Exists

Section titled “Account Creation Fails / Email Already Exists”

Symptom: When attempting to sign up, system says email is already registered

Troubleshooting:

  1. Confirm email address is correct (check for typos)
  2. Try “Forgot Password” to recover existing account
  3. If client has existing personal account: Ask client to convert personal account to business account instead
  4. If email truly belongs to another business: Use alternative email or dedicated social inbox

Escalation: CSM to clarify email ownership with client

Profile Created But Cannot Log Back In

Section titled “Profile Created But Cannot Log Back In”

Symptom: Profile created successfully, but stored credentials don’t work on second login

Troubleshooting:

  1. Verify password was copied correctly (no extra spaces or characters)
  2. Try password reset: “Forgot Password” → Use business email
  3. Confirm email verification was completed
  4. Check if two-factor authentication is required (should be disabled by default)
  5. Log in via incognito mode to test

Escalation: If password reset email not received, may be email issue → Escalate to Ops Lead

Business Account Conversion Doesn’t Appear

Section titled “Business Account Conversion Doesn’t Appear”

Symptom: Platform prompts to convert to business account, but toggle/option not visible

Troubleshooting:

  1. Refresh page and check Settings again
  2. Wait 24 hours for new account to fully activate
  3. Some platforms require minimum profile completion before business conversion available
  4. Try logout and login again to see updated options
  5. Check if platform has different terminology (e.g., “Professional Account” vs. “Business Account”)

Escalation: If issue persists on specific platform, note which platform and escalate to CSM

Profile Not Appearing in Search Results

Section titled “Profile Not Appearing in Search Results”

Symptom: Profile created and publicly visible, but Google search doesn’t show it

Troubleshooting:

  1. This is normal for newly created profiles (takes 24-72 hours for Google indexing)
  2. Wait 72 hours and retest
  3. Directly access profile URL to confirm it exists and is public
  4. Verify profile privacy settings are set to “Public” not “Private”
  5. Search platform directly first (e.g., site:x.com/username) to confirm profile is indexed there
  6. Create sitemap link if social platform provides submission option

Escalation: If profile still not appearing after 1 week, escalate to CSM

Credentials Not Storing Properly in Task Tracker

Section titled “Credentials Not Storing Properly in Task Tracker”

Symptom: Password or login info corrupts or doesn’t display when reviewing Task Tracker

Troubleshooting:

  1. Verify Task Tracker credentials format (should be plain text or secure encrypted field)
  2. If using plain text: Switch to using Task Tracker’s “Secure Field” or password manager
  3. Re-enter credentials carefully, avoiding special characters that might cause issues
  4. Confirm no copy-paste formatting issues

Escalation: Ops Lead for Task Tracker security/storage issues

Section titled “Related Documentation”
  • 02-sop-gbp-management.md — GBP setup (complements social profile consistency)
  • 00-client-lifecycle-playbook.md — Onboarding timeline and P0/P2 phases
  • 01-role-gbp-specialist.md — Full GBP Specialist responsibilities
  • 13-ai-prompt-library.md — Social media post templates (for future content strategy)

Social Profile Setup Timeline

Section titled “Social Profile Setup Timeline”
PlatformTaskOwnerDeadlineStatus
GeneralEmail & prerequisites confirmedGBP SpecialistDay 1Complete
GeneralChrome profile set upGBP SpecialistDay 1Complete
X (Twitter)Profile created & optimizedGBP SpecialistDay 2Complete
PinterestProfile created & business account set upGBP SpecialistDay 2Complete
FacebookPage created & converted to businessGBP SpecialistDay 2Complete
InstagramProfile created & professional account set upGBP SpecialistDay 3Complete
LinkedInCompany page created & optimizedGBP SpecialistDay 3Complete
AllQC verification & consistency checkGBP SpecialistDay 3Verification
AllCredentials stored in Task TrackerGBP SpecialistDay 3Complete
AllCSM notified & handoff completeGBP SpecialistDay 3Handoff

Key Contacts & Roles

Section titled “Key Contacts & Roles”
RoleNameContactResponsibility
GBP SpecialistEdward[Email/Slack]Profile creation, setup, QC, maintenance
CSM[Name][Email/Slack]Client communication, strategy direction
Client[Name][Email]Content strategy, ongoing posting
Ops Lead[Name][Email/Slack]Credential storage, account access issues

Document Version: 1.0 Last Updated: 2026-03-31 Owner: GBP Specialist (Edward) Next Review: 2026-06-30