Client Success
Client Access and Credential CollectionSOP Status Dashboard
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Section titled “Needs Review ()”Client Success
Client Approval and Launch CommunicationClient Success
Client Health and Retention RiskClient Success
Client Communication RhythmClient Success
Lead Quality Feedback LoopClient Success
Monthly Loom Ranking Review ScriptClient Success
Monthly ReportingClient Success
Client OffboardingClient Success
Client Onboarding (P0)Client Success
Monthly ROI VerificationClient Success
Sales-to-CSM HandoffClient Success
Scope, Billing, and Change Request EscalationClient Success
Unresponsive Client PlaybookCommunity Lead Radar
Community Lead Radar Client IntakeCommunity Lead Radar
Community Lead Radar Setup SOPGoHighLevel
A2P SMS Registration PlaybookGoHighLevel
Email Alias SetupGoHighLevel
Form Embed Swap (Source CMS → GHL)GoHighLevel
Number Porting Into GHLGoHighLevel
GHL Sub-Account SetupGoogle Analytics / Search Console
Analytics SetupGoogle Analytics / Search Console
Grant Client GA4 AccessGoogle Analytics / Search Console
Lead Tracking (Monthly)Google Analytics / Search Console
Tracking ScriptsGoogle Business Profile
Changing the Address on an Existing Verified GBPGoogle Business Profile
Citation BuildingGoogle Business Profile
Duplicate Listings & NAP CleanupGoogle Business Profile
GBP ManagementGoogle Business Profile
GBP Setup & VerificationGoogle Business Profile
GBP Posting CalendarGoogle Business Profile
Preparing a New Address for GBP CreationGoogle Business Profile
Review ResponseGoogle Business Profile
Social Profile SetupGoogle Business Profile
Sourcing a Virtual Office for GBP VerificationGoogle Business Profile
Coaching a Client Through GBP Video VerificationLocal Services Ads
Lead ManagementLocal Services Ads
LSA ManagementLocal Services Ads
LSA SetupOperations
Contracts & MSAOperations
Discord Team Operating GuideOperations
Google Workspace Client SetupOperations
90-Day Ramp PlanOperations
Website / SEO Completion NotesOperations
Website / SEO Request TriageOverview
Client Lifecycle PlaybookOverview
Team Roles & ResponsibilitiesOverview
Platform & Tech StackSales / Onboarding
Agreement of TermsSales / Onboarding
Discovery Call FrameworkSales / Onboarding
Pre-Sale & Lead QualificationSEO / Search Platforms
AI & ChatGPT OptimizationSEO / Search Platforms
Content StrategySEO / Search Platforms
Monthly PipelineSEO / Search Platforms
Structuring a Multi-Location WebsiteSEO / Search Platforms
Offsite SEOSEO / Search Platforms
Rank TrackingSEO / Search Platforms
SEO Implementation HandoffSEO / Search Platforms
Technical SEOSEO / Search Platforms
Technical SEO Fix WorkflowTraining
AI Prompt LibraryTraining
AI Tool SetupTraining
New Hire CurriculumTraining
SEO FoundationWebsites / Cloudflare
Admin Access Control (Cloudflare Zero Trust)Websites / Cloudflare
Custom Website BuildWebsites / Cloudflare
Design System & Component LibraryWebsites / Cloudflare
Site Migration RunbookWebsites / Cloudflare
Pre-Cutover Visual DiffWebsites / Cloudflare
Site Launch GateWebsites / Cloudflare
Static Clone Cleanup - WP Runtime Console ErrorsWebsites / Cloudflare
Web Designer Onboarding & HandoffWebsites / Cloudflare
Website Change QA and HandoffWebsites / Cloudflare
Website Launch Readiness and Deploy VerificationWebsites / Cloudflare
Website QA ChecklistLive (4)
Section titled “Live ()”Client Success
CSM Responsibilities & ExpectationsClient Success
Special Request Intake and CloseoutGoogle Business Profile
Brain Provisioning (New Client)Operations
Website / SEO Specialist Responsibilities & ExpectationsStubs (5)
Section titled “Stubs ()”Operations
Billing & CollectionsOperations
Escalation LadderOperations
Hiring ScorecardOperations
Weekly One-on-OnesSales / Onboarding
Proposal Process