Account Manager TOOLBOX

Lead the charge.
Everyday.

you’re a guide to transformation. listen deeply, lead with confidence, and connect clients with solutions that change their lives. Every conversation is an opportunity to inspire, empower, and make a lasting impact.

Onboarding Overview

Perform a strategic and effective onboarding call that recaps all needed collected information, any trouble shooting, and full note next steps/road to success. GET THEM HYPED UP TO GROW

Account Manager Name

Client Full Name

Client Company Name

Client Phone Number

Client CRM Email Login

Client CRM Password Login

Confirm Collect

Check all were completed:

Payment Made

Contracts Signed & Filed

Google Drive Created

Communication Channel Created (Slack/WhatsApp)

Meta Access:

Ensure Facebook and Instagram are linked.

Ad Account Created

Billing Method Added To Ad Account

Check account balance and ensure good standing.

Use Influenz Partner ID: 2345134032494935 access.

Web Design:

Web Access Username:

Web Access Password:

Web Hosting:

Web Hosting Username:

Web Hosting Password:

GMB Access (Yes/No):

GMB Access (Assigned to [email protected] - [email protected])

Instructions:

Log into Google Business Profile.
Go to "People and access" in Settings.
Click "Add", enter our provided email.
Select access level (Owner or Manager).
Click "Invite" to send access.

GSC Access (Yes/No?) (Google Search Console):

GSC Access Needed?:

GSC Access (Assigned to [email protected] - [email protected])

Industry Tools & Info:

Asphalt:

Google Drive Created

Paving Calculator Created

Rates & Labor Prices Updated In Calculator

Company Assets (Pictures, Video & Logo) Collected:

Drive Link Attached To Whats App

Home Services:

Google Drive Created

Company Assets (Pictures, Video & Logo) Collected:

Drive Link Attached To Whats App

Client Service Radius:

Reporting & Next Steps:

Review The Following:

TAT/ Launch Expectations (7-10 Days Launch)

Demo Incoming Lead Example

Demo Incoming Bid Example

Address The Below

Important Notes:

When Ads Launch, You Will Get Scam Messages. Do Not Click
Credit Card/Bank May Flag Meta Charges For New Accounts. Just Approve, Call Bank If Needed
New Ad Accounts Spend Small, Pixel Will Need To Learn. Patience

Review and End:

Review Account Manager Communication Timeline

Review CSM Role Communication Timeline

Review If There Are Any Questions:

Step 2: Book Demo Call (Closer)

Unable to find calendar

Think Different. Achieve More.

Account Manager TOOLBOX

Lead the charge. Everyday.

you’re a guide to transformation. listen deeply, lead with confidence, and connect clients with solutions that change their lives. Every conversation is an opportunity to inspire, empower, and make a lasting impact.

Copyright 2025 . All rights reserved

Lead the charge.
Everyday.