Marketing360
What app does the client use to upload their contacts?
CRM
How does the client set up their GMB and Facebook listing connections?
Through the Location once it is created in M360
Which ToDos do you fill out to have your website built?
Websites360 Mockup Pt 1 & Pt 2
Who (at minimum) is present for a Full Onboarding Kick Off call?
MC, MSM, OC, & Client
If the client is unable to provide their own reference websites, what resource do we have available to show them?
Designed By
Name three of the Social Media accounts that can be connected via the Social App
Facebook, Instagram, Google My Business, Linked In (Business & Personal)
How does the client set up their Social app?
They connect their social accounts in either the Settings menu or within the Social app
What ToDo do you file to have Marketing360 set up for the client?
Account Setup
What are two steps that should be completed before a Kick Off Call?
Client Folder created, Lead notes reviewed, website reviewed (if available), Invites sent if DIY
When should the location be added to Marketing360?
During the Step 1 Call
What two programs can be synced with location for free?
Google My Business & Facebook
What Marketing360 apps are featured in the Marketing360 Mobile App?
CRM & Payments
What ToDo do we submit to have content written for the client's site?
GL Content ToDo
What is the purpose of your Pre-KO?
To meet with the MC to gather necessary information about the client and account prior to meeting them.
What are three things we should gather from a client in regard to their website?
Design preference, navigation plan, content plan, imagery, colors, fonts, etc.
Which app does Top Rated Local work with?
Reputation
What is the minimum number of customers we should add to the CRM for our client?
10
What ToDo do I fill out if the client wants Revisions completed to their Mockup?
Revisions ToDo
What are three things we need from the client after a KO call?
Logo, Domain Registrar Logins/Delegate Access, Current Website Logins
What are three things we need to gather for the Account Setup ToDo?
CRM List, Form emails, Form Customizations, Nurture List, Branding Preferences, Logo
Which Email Templates are included in the Nurture Setup?
Monthly, Thank You, and Review
How is the Reputation App set up?
By creating the Location in Settings
What ToDo do I complete if the client is asking for something special and I need to know if we can complete it?
Quote Request
Who is responsible for sending out the invitation email and Zoom link for a DIY client?
When should the Step 1 Call be scheduled?