Our Standard Operating Procedures (SOPs) are not just guidelines; they’re the roadmap to digital success and we believe in transparency unlike a lot of agencies. This is why I am publishing our exact SOP’s on who our ideal client is, our onboarding process and how we actually drive phone calls and leads.
Ideal Clients
- Local service companies with over $500K in annual revenue.
- Companies must have at least one dedicated person to answer calls during business hours.
- A team member available to track and mark leads in the CRM and LSA dashboard.
Operation, Communication & Pricing
- Internal communication via Slack.
- Service pricing: $3K/month for both Google LSA & Facebook Ads; $1.5K/month for one service.
- No setup fee for tracking implementation.
Access Requirements
- Google Analytics and Google Tag Manager.
- Admin access to Facebook Business Manager and the Facebook page.
- Instagram page access if not linked to the Facebook page.
- Admin access to Google Ads account and GMB/GBP.
- Website access for digital plumbing if necessary.
- Share access details with info@visionmanagement.co.
In-House Fulfillment Strategy
- Start with GCT: Goals, Content, Targeting.
- Goal: Primarily sales, with specific client needs addressed.
- Content: Use templatized local ad templates and derive ad copy from Facebook ad library research and client’s existing assets. Video content created from a 45-minute Zoom interview with the business owner, answering top PAA questions for repurposing.
- Targeting: Broad targeting strategy (age, location, gender), with creative and copy fine-tuning the audience. Utilize advantage+ placements and audiences. Implement retargeting campaigns once the pixel is seasoned.
- Digital Plumbing: Ensure CRM is connected to the business manager account for lead tracking, using tools like LeadsBridge for data integration.
- For LSA: Marking leads inside the dashboard is crucial for lead management.
- Authentic Visuals: Require pictures/videos of job sites, crew, and work vehicles for authenticity on GBP.
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