Skip to content
English
Sign in
Our Website
  • There are no suggestions because the search field is empty.

SOP 209: How to Onboard a client for Google Business Profile

Goal: To understand the client’s business requirements for the project and get access to the client's Google Business Profile.

Ideal Outcome:  You and your team have access to resources and information needed to run the Google Business Profile for your client.

Prerequisites or requirements:

You should have access to a verified Google Business Profile account. If you don’t have one, please follow SOP 100 (web version): Set up a new Google Business Profile account.

Why this is important: Ensure clients’ needs and concerns are addressed before running their Google Business Profile.

Where this is done: Google Business Profile and Google Drive.

When this is done: After a signed contract from the client is established.

Who does this: The marketing or account manager for the project.

Environment Setup

  1. Download this Google Business Profile Client Onboarding Folder . Copy and upload it to your own Google drive folder. This folder includes a Word document of the client onboarding questionnaire and creatives from the client folder to onboard your client.
    Once you’ve uploaded the folder, share the folder access with your client.
2. Click on the downward arrow beside the folder name. Make sure you are in the correct folder. Press “Get link” from the drop-down.

3. Go to “General access” and change access to “Anyone with the link”. Make sure to click “Editor” for your client to organize, add, and edit files in the folder. Copy the shared link by clicking on the “Copy link” at the bottom of the pop-up.


Send A Welcome Email

  1. Send the welcome email (using this email template) as soon as you receive the signed contract.
  2. Use this client onboarding email template to request all necessary information from your client.
  3. In the onboarding email template, you will find:
  • An SOP to help guide your client to grant you access to their Google Business Profile Account
  • The client onboarding questionnaire that they should fill out before the kickoff call
  • The Google Drive folder where all the assets will be shared
  • A link to schedule the kickoff call (Use this kickoff call template)
  • The contacts of all the team members that will work on the client’s account
All you have to do is edit the following:
  • Link to your Google Business Profile Client Onboarding folder and subfolder
  • Your Google Business Profile email (required for the client to grant you access to their Google Business Profile Manager)
  • Link to schedule the kickoff call with the client
  • Team contacts details