With a client this is a short guide to all actions to take during their advertising term (based on 6 months) -

If a new client first work through the New Client Upload Procedure (Make sure to create their Links Spreadsheet for reporting and linked list of Google keyword rankings)

Current client renewal -

• Complete the Client Renewal Procedure or Processing Automated Client Reports - (IMPORTANT: Make sure to immediately add either tag "Automation Ready - 6m" or "Automation Ready - 12m")
• In this procedure you will
  • Sort stats
  • Report to client
  • Set a 6 month schedule to report to the client the following week (to avoid client overload and after you have invoiced); and
  • Add diary dates to your globalcarrs calendar.
  • Add a note in your client CRM with a link to your Report
• One week later, in your Friday scheduling, you'll get a prompt to run your GEM 6 monthly Planner and add dates to your Master Spreadsheet. Follow procedure Post-Report Client Scheduling (7-Day Follow-Up).
  • Add a note in your client CRM that you have tasks in your Master spreadsheet
• During their term the dates for scheduling classifieds, social posts, blog posts, etc then pop up as you work through your Friday scheduling and weekly tasks and you action as they come up and report where you feel appropriate (remember reports also go out to relevant clients at the end of each Feature and their Mid-Term Report). The procedure to set each weeks tasks is Step 4 (The Friday Extraction) under The Master GEM Planner Spreadsheet.
  • After you complete each task, add a note in your client CRM
• Mid-Term Report - A mid-term report task will automatically spawn through your 6m and 12m automations to move to your scheduling and action at that time. Follow procedure Client Mid-Term Reporting or Processing Automated Client Reports
  • Add a note in your client CRM with a link to your Mid-Term Report
• A renewal heads up will automatically be send to the client 2 weeks prior to their renewal date; and
• Finally, a Renewal task will automatically spawn to move to your weekly schedule and remind you to complete their next renewal.

For 12 month clients send the 6 month schedule and then diarise to do a second 7 month schedule for the balance of their advertising term (to cover 7 months just tell the GEM the dates you want covered when completing the Post-Report GEM prompt).

Repeat and rinse!!