Free template

What your agency needs from you

For a business owner whose agency handles AI search and Google. Do the first two sections once, then keep the routine going.

Waiting for your OK

2 items

Publish page: Northbeam vs. Oakline Comfort Co.

ApproveEdit

Reply to 2 new Google reviews

ApproveEdit

Sample data

1. Give access, never a password

  • Google Business Profile: your agency as a Manager, under People and access.
  • Google Search Console: your agency as a user, under Settings, Users and permissions.
  • Google Analytics: your agency in Admin, Property access management (Viewer to read, Editor to set up tracking).
  • Your website: a login of their own, never yours.
  • Facebook, LinkedIn and other pages: your agency as an admin or editor from each page's settings.

2. Send the facts only you know

  • Your services, and your prices or what affects them.
  • The towns you really serve, your hours and how fast you respond.
  • Licenses, certifications, insurance and memberships.
  • What you do differently, in your own words.
  • A few real photos: your team, your vans, your work and your premises.

3. Every week

  • Ask every customer for a review the day the job is done, not just the happy ones.
  • Approve or comment on your agency's drafts within a few days.
  • Fill in any [add: …] gaps in a draft with the real facts.

4. Every month

  • Read the report: the headline number, what changed and what's next.
  • Tell your agency what's new: a service, a location, hours, an award, a sponsorship.
  • Send a few new photos.

5. Keep the keys

  • You own every account; your agency is a user on each.
  • Keep a list of who has access to what.
  • When someone leaves, or you change agency, remove their access the same day.

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