Recipe 033: How to Onboard and manage clients

Goal: 
To onboard and manage clients for Facebook and Google ads. Managing their expectations throughout the engagement.

Why this is important: 
On-page optimization is absolutely crucial for your SEO efforts, to rank for competitive keywords your pages will need to be properly optimized.

When is this done: 
After you’ve secured the client.

Who does this: 
The account manager

Step 1 - Onboard a Facebook Ads Management Client

Click here to view this SOP Outcome: To understand clients business requirements for the project as well as get access to the client's Facebook ads manager.

Step 2 - Onboard a client for Google ads

Click here to view this SOP Outcome: You and your team have access to resources, account access and approval needed to run Google ad campaigns for your client.

Step 3 - Onboard a client for Google Business Profile

Take advantage of the many SOPs available in the library that address all the issues that can be uncovered by your audit.

Click here to view this SOP Outcome: You and your team have access to resources and information needed to run the Google Business Profile for your client.

Step 4 - Client engagement playbook

Click here to view this SOP Outcome: Improve client interactions' quality while building stronger and more long-lasting relationships with clients.