I. About Pinpoint Local
I. About Pinpoint Local
Embedded Files
PinPoint Local is specifically dedicated to LOCAL BUSINESS MARKETING – Eastern Suburbs Melbourne Victoria. Hi, l’m Alison, and the owner of PinPoint Local – which means your business gets the best of both marketing worlds – me as your dedicated local marketing expert together backed by a Full Service Digital Agency. So PinPoint Local is NOT a faceless marketing agency – I invest my time to get to know my clients, their business and are part of their success story.
II. Client Onboarding
II. Client Onboarding
1. Asana: Create Asana Project Overview
Duplicate "Client Onboarding" template in Asana - View here
Follow Asana Client Project Overview SOP: View SOP here
Follow Phase 1: CLIENT ONBOARDING flow in Asana - View here
Going forward, mark check each completed steps in Asana Task List
2. GHL Onboarding
1. Create New Client Contact
Navigate to GHL and create a new contact for the client.
Ensure the client’s email address is included.
2. Create New Opportunity
Go to the Contact Details section.
Create a new opportunity under the NEW ONBOARDING pipeline.
Set the stage to Invoice Paid.
3. Starting the Onboarding Workflow
In the Opportunities section, move the opportunity’s stage based on the client’s onboarding status:
Location-based Client: Move to the stage “Email Onboarding Form.”
Service Area Business (SAB): Move to the stage “GBP Access (SAB).”
This action will trigger the Onboarding Workflow to start.
4. Handling Form Submissions
Once the client submits the onboarding form, an internal notification will be sent.
Transfer the form details to the client’s Asana Project Overview.
Attach the form details to the client’s folder in Google Drive.
5. Managing the Workflow & Sending Links
As the workflow progresses, the client will automatically receive onboarding emails.
Internal notifications will alert you when to send the client:
Their Review Link, or
Their Google Drive Image Folder Link.
Upon receiving these internal notifications, manually send the client the corresponding link (based on the notification) via email.
6. Proceeding to PHASE 2: Audit & Benchmark
Once the client has submitted the onboarding form, proceed with the next stages of onboarding in Asana (PHASE 2: AUDIT & BENCHMARK).
7. Generate Benchmark Reports
Begin generating the following reports for the client:
GBP Audit
Keyword Research
SERP Analysis
3. GHL Questionnaire - Email Template
Email through GHL Onboarding Workflow
Date Email sent:
Received:
Add GHL Form to GDrive
Attach Form to Asana project
Transfer information to overview
Email Template:
Subject: Please complete your Onboarding Questionnaire for your Google Business Profile
HI ,
Welcome Onboard
Pinpoint Local is excited to be working with you & start optimising the Google Business Profile for .
To rank your GBP, we need to feed the Google algorithm accurate information & details about your business.
So let's give Google what Google wants !
Onboarding Questionnaire
Please complete the Questionnaire via link below.
If there are questions or information you can't answer or are unsure about, don't let this stop you from this submitting asap.
Click this link : - CLICK HERE
Look forward to receiving your Onboarding Questionnaire.
4. Google Business Profile Access - Email Template
Note: If the client is a location based (location is displayed in GBP), can request access via Google
For SAB (Service Area Business)
Send Access through GoHighLevel GBP Access Workflow
Date Email sent:
Date Google Accepted Access:
Loom video: Click here to access Loom video
PPL99 - Gmail: Click here to access doc
PPL9 - Gmail: Click here to access doc
PPL Melbourne - Gmail: Click here to access doc
PPL GPB - Gmail: Click here to access doc
Email Template:
Subject: Providing Access to Your GBP - Onboarding Google Business Profile
Hi ,
Thank you for completing the Onboarding Questionnaire.
This is the second Onboarding email with regard to your Google Business Profile being managed by Pinpoint Local.
Providing Pinpoint Local Access - as "Manager" - to your GBP listing.
To start working on your GBP, you need to allow Pinpoint Local access to your profile
Please find attached PDF explaining how to assign Pinpoint Local as "USER - Manager".
Google designates a minimum wait time of 7 Days before a new Manager - Pinpoint Local - can start editing your GBP.
So would appreciate prompt access to your GBP & so work can begin once this 7 day period has elapsed.
NB: GBP Manager access can be deleted by you, the Primary Owner, at any time
Any questions, just reach out.
5. Google Drive: Create Client folder
Google Docs: Clients Details
Create Folder: Images - Canva edit
Logos
Upload GHL Onboarding Questionnaire
Place GDrive Link in Asana Overview
7. Add client email to GHL Newsletter Contact list
Go to Contacts
Go to Tags
Add "newsletter" Tag
Save
8. Add "client" tag to the new client's contact
Go to Contacts
Go to Tags
Add "client" Tag
Save
III. Clients - Google Business Profile SOPs
III. Clients - Google Business Profile SOPs
IV. GHL Agency Account - Digital Scale Up
IV. GHL Agency Account - Digital Scale Up
Forms - GHL Questionnaire - Send email
Email through GHL Onboarding Workflow
Date Email sent:
Received:
Add GHL Form to GDrive
Attach Form to Asana project
Transfer information to overview
Email Template:
Subject: Please complete your Onboarding Questionnaire for your Google Business Profile
HI ,
Welcome Onboard
Pinpoint Local is excited to be working with you & start optimising the Google Business Profile for .
To rank your GBP, we need to feed the Google algorithm accurate information & details about your business.
So let's give Google what Google wants !
Onboarding Questionnaire
Please complete the Questionnaire via link below.
If there are questions or information you can't answer or are unsure about, don't let this stop you from this submitting asap.
Click this link : - CLICK HERE
Look forward to receiving your Onboarding Questionnaire.
V. Pinpoint Local SOPs
V. Pinpoint Local SOPs
VI. Creating Client GHL Websites - SOP
VI. Creating Client GHL Websites - SOP
VII. PPL Templates
VII. PPL Templates
BNI Clients
DRAFT:
Hi
I hope this email finds you well.
As a fellow BNI member who specialises in managing local businesses in the trades industry, I wanted to personally reach out to you on behalf of Pinpoint Local.
We have an exciting proposal to enhance your business's online presence through Google Business Profile (GBP) management.
At Pinpoint Local, we believe in providing exclusive attention to our clients, ensuring that we manage only one business per geographical area.
This way, you can rest assured that you won't be competing with other businesses we work with.
So, let's dive into what a Google Business Profile can do for your business:
First off, having a Google Business Profile puts your business right on the front page of Google. It's like having a snapshot of your business that's easily accessible to potential customers.
With a Google Business Profile, people can easily find services and businesses near their location. This is a game-changer in helping your business get discovered by those who need your services the most.
Your Google Business Profile includes a map, making it super convenient for people to find important information about your business, such as your location or area, website, phone number, and hours of operation.
Speaking of convenience, potential customers searching for your business can quickly get all the essential information they need through your GBP listing. It's all about making a great first impression and giving them the confidence to choose your business.
I'd love to chat with you more about how an optimised Google Business Profile can generate leads for your local business.
We can schedule a Zoom call at your convenience, where I can walk you through the steps we take to ensure you get the best possible return from your GBP profile.
Please let me know when you're available, and we'll set up a time that works for both of us. If you have any questions in the meantime, feel free to reach out. I'm here to help!
Looking forward to speaking with you soon and helping your business thrive on Google!
Business Visibility on Google Maps: Ranking Factors
When conducting a search for a local business, Google often displays a "Local Pack" of results, which are pulled from GBP listings.
There are several factors that can affect how a business appears in Google Maps search results.
Here are the several factors as to why other business are showing before yours on Google Map:
Relevance: Google uses a variety of signals to determine how relevant a business is to a particular search query. This can include factors like the business's name, address, and phone number, as well as the relevance of its website, reviews, and other information.
Distance: Google prioritizes businesses that are closer to the location from which the search is performed.
Prominence: Google also takes into account a business's "prominence", which can be based on factors such as the number and quality of reviews, the number of website visits, and the overall popularity of the business.
Consistency: Having consistent information across the web and local directories will help Google to understand that your business is legitimate and trustworthy.
NAP (Name, Address, Phone Number) Consistency: Having consistent information for your business Name, Address, Phone Number across different directories and platforms.
If you need to zoom in on Google Maps before you see your business, it may be because your business is not prominently visible at the default zoom level. There are a few reasons why this might be the case:
Limited reviews: Google also takes into account the number and quality of reviews for a business. The more reviews a business has, and the better those reviews are, the more likely it is to be prominently displayed on Google Maps.
Limited photos: Photos can also help you to be more visible in Google Maps, they allow customers to understand what they can expect when they visit your business.
Limited information on Google Business Profile page: Incomplete or missing information on your Google Business Profile page can also make it less visible in the maps results.
The business's location is not correctly marked: Make sure that the location of your business is marked correctly on Google Maps. If the location is incorrect, it may be difficult for users to find your business when searching for it.
By keeping these factors in mind and constantly optimizing your information, you can help to increase your business's visibility in Google Maps and appear before other business listings in the same area.
However, it's important to note that the search results will be based on the specific search query, the user's location, the time of the query, so the results can change
It's also important to note that Google may change its algorithms over time and these ranking factors can also change over time.
Clients - Drop Off
Hi
We hope this email finds you well.
As your trusted marketing agency, we wanted to have an honest conversation about your current ranking situation.
We value our partnership, and we believe in transparency, so we want to provide you with insights that can help steer your online presence in the right direction.
After thorough analysis and careful consideration of your GBP performance, it appears that achieving significant improvement in your local rankings might be quite challenging.
This is not a reflection of any shortcomings on your part or our efforts. Instead, it indicates that your area of business is highly competitive, making it tougher to stand out among the fierce competition.
In such a saturated market, it's crucial for us to reassess our strategy and consider alternative approaches to maximize your local online potential for success.
Here are is a strategy that we recommend doing to maintain your Google Business Profile:
Review Management: Encourage your satisfied customers to leave positive reviews on your GBP listing. Authentic and positive reviews can significantly impact your overall reputation and attract more potential customers.
Continuously updating fresh content and relevant images on a daily basis.
If you have any questions or concerns, don't hesitate to reach out and we'll schedule a time to connect and delve deeper into this.
Facebook Review for PPL
Subject: From Google to Facebook: Help Us Build Trust on Two Platforms with One Review!
Hi,
Did you know Google Business Profile also shows Facebook Reviews ?
Google crawls across the internet & across all social platforms. Having reviews in several digital places will strengthen Google's trust in your business.
"Trustworthiness" is a critical ranking factor for your GBP.
So, how to get Facebook reviews to show on Google?
Google’s algorithm needs to find a connection (link) between your Facebook Page & your Google Business Profile.
Once Google has made this link, any new FB reviews that you get will also appear on your Google Business Profile.
An active FaceBook Page with reviews helps to provide this connection. Simple: post consistently & get reviews consistently.
PS Is your FB Page a ghost town?
If so, contact us.
Pinpoint Local can repurpose your GBP content across to FB.
AT NO EXTRA COST - all part of your GBP Monthly Management.
Pinpoint Local has 48 Google reviews, but NO Facebook reviews.
So we are following our own advice & strategy - and we are currently focusing on gathering Facebook reviews.
PS AND OF COURSE WE STRONGLY RECOMMEND OUR CLIENTS FOLLOW THIS EXAMPLE , & INCREASE YOUR FB REVIEWS AS WELL.
We would appreciate it if you could take a few moments to leave us a review on our Facebook page !
To leave a review, simply follow these steps:
Visit our Facebook page at https://www.facebook.com/pinpoint local business
Click on the "Reviews" section of the page.
Tap "Yes" upon Page Recommendation pop up.
Select a rating and leave a written review.
Thank you for your continued support, and we look forward to seeing your review.
GBP Monthly Report Follow-up
Hi,
We hope this email finds you well.
We wanted to follow up on our previous email regarding the report we sent over. As a reminder, the report covers all the important information and provides valuable insights that can help improve your Google Business Profile.
In order to get the most out of the report, you may take a moment to watch the video overview we provided. This will give you a better understanding of the report and how to apply the insights to your business.
Additionally, we would like to reiterate the importance of maintaining fresh and up-to-date content on your Google Business Profile. This can include new photos, updated business information, and regular posts.
Consistent Google reviews are also essential to the success of your GBP, and we encourage you to continue asking your customers for their feedback.
Also, you may watch this video overview regarding your Google Business Profile in general and book a zoom appointment with us:
(Insert Loom video: https://www.loom.com/share/c7030d87dddd4050824240b6da6ef07d?sid=29186301-da27-4b93-b555-a05dd78b91c9 )
CALENDLY LINK: https://calendly.com/pinpointlocalbusiness/discovery-call
If you have any questions or concerns, please don't hesitate to reach out to us.
Keep up the excellent work
GBP Monthly Report Follow-up
Hi,
We hope this email finds you well.
We wanted to follow up on our previous email regarding the report we sent over. As a reminder, the report covers all the important information and provides valuable insights that can help improve your Google Business Profile.
In order to get the most out of the report, you may take a moment to watch the video overview we provided. This will give you a better understanding of the report and how to apply the insights to your business.
Additionally, we would like to reiterate the importance of maintaining fresh and up-to-date content on your Google Business Profile. This can include new photos, updated business information, and regular posts.
Consistent Google reviews are also essential to the success of your GBP, and we encourage you to continue asking your customers for their feedback.
Also, you may watch this video overview regarding your Google Business Profile in general and book a zoom appointment with us:
(Insert Loom video: https://www.loom.com/share/c7030d87dddd4050824240b6da6ef07d?sid=29186301-da27-4b93-b555-a05dd78b91c9 )
CALENDLY LINK: https://calendly.com/pinpointlocalbusiness/discovery-call
If you have any questions or concerns, please don't hesitate to reach out to us.
Keep up the excellent work
Holiday Hours Update
Hi,
Hope you're having a fantastic week so far!
We just wanted to touch base with you regarding the upcoming holiday: the King's Birthday on 12th June (Monday).
We were wondering if your business will be closed for the occasion or if there are any modified hours during this holiday.
It would be awesome if you could give us a heads-up as soon as possible, so we can make sure to update your business hours accordingly.
We want to make sure our information about your availability is up-to-date and accurate.
Thanks heaps! We'd appreciate your prompt response.
Instagram Access
Hi
With the Meta Business Suite update, in order for us to efficiently manage your Instagram page, it's essential that your Facebook Business page is connected to your Instagram page.
Don't worry, we're here to guide you through the process and make it as seamless as possible.
There are two options available for connecting your Instagram page to your Facebook page so that we can effectively manage it:
Providing us with access to your Instagram page (including the username and password). This will allow us to connect the pages on your behalf and streamline the management process.
Alternatively, you can connect both accounts through Meta Business Suite on your own. Once that's done, you can assign us a Page role from there. To assist you with this, we'll be sending detailed instructions on how to assign a page role once you've successfully connected both your Instagram and Facebook business pages.
We understand that each option has its own merits, so we'd like to know which one works best for you.
Please let us know your preference, and we'll proceed accordingly.
We look forward to your response. Thanks!
LinkedIn Company Page - Giving Pinpoint Local Access
Hi,
Great job recognizing the significance of having an online presence for your business.
An attachment to this email contains detailed instructions on how to integrate Pinpoint Local onto your LinkedIn Company Page.
Pinpoint Local will only manage Company Page where we can repurpose content from your Google Business Profile across your LinkedIn page.
Upon completion, we'll be all set and ready to move forward.
Should you have any questions or clarifications, just let us know.
PPL to Manage Socials
Subject: Can't wait to share content to your FB Page - Business Name
Hi
It helps your Google Business Profile to rank if your Facebook Business page is active as well for Google loves fresh content and crawls the internet finding relevant information about your business.
This includes all the social media platforms.- especially Facebook.
So updating your FB Business Page is a critical factor which will help to boost your GBP rankings.
However not all business owners have the time to invest in their social media.
Pinpoint Local is offering a service as part of your monthly package to our existing clients.
We will share our curated GBP optimised posts/content across to your Facebook page and/or Instagram page.
This will be done on a weekly basis and so will keep your Facebook page and/or Instagram page looking fresh & updated.
Why not use your GBP content smartly and have your socials updated as well.
Just reply YES to this email and we'll get this happening !
Reinstatement - YT Channel Termination
Note: Should be 1000 characters only
We are a Melbourne-based digital marketing agency. Our YouTube channel was terminated (perhaps when we created multiple channels in a short span of time, triggering the anti-spam algorithm) and we are seeking assistance in reinstating our terminated YouTube channel. The terminated channel belonged to (Business Name), a (Business Category) owned by (Business Owner), located in (Business Address), Melbourne with the phone number (Phone Number) and with verified Google Business Profile with reviews.
Our video showcased bathroom accessories, emphasizing the importance of visual representation for local businesses. We received no copyright warnings, so we're puzzled by the "Spam, scams, or commercially deceptive" flag. Our team has always made it a priority to adhere to YouTube's guidelines and regulations. We apologize for any unintentional violations and commit to upholding YouTube's policies.
We kindly request prompt channel reinstatement to continue showcasing local businesses. Thank you for your understanding and support!
Service Offer - YT Channel
Subject: Exciting news! Google has just told us what it wants
Hi
When Google shares information - we listen.
This happened last week at Google IO 2023, which is Google's biggest annual developer event that is always packed with the latest announcements.
Of course, as to be expected, Google talked alot about AI.
AND THEN...... Google mentioned VIDEO !
Google is encouraging video. (in case you don't know, Google owns YT)
Especially short 30 sec videos.
Here at Pinpoint Local we are already testing several Clients with Video & Youtube Channels.
We are consistently seeing these videos being pulled across from YT to Google's Search Page.
In light of these promising results & combined with Google's recent announcement, we've decided to offer a new service - Create and Manage Clients' Youtube Channels.
VERY FEW OF YOUR COMPETITORS ARE DOING THIS.
And in competitive markets, video adds an extra SEO layer .
Don't worry, you don't need to be in front of the camera
Local business videos are not about "lights, action" videos. This is not what we mean.
With the help of Canva, we create quick slideshow videos, insert your Logo, Contact Details & Keywords etc etc . We then optimise each video and your YT Channel by providing SEO tactics.
HOWEVER if you want to take quick video of your projects - just use your mobile phone.
Add voice over saying:
i.e: "another great job [blocked drain, switchboard etc etc] by the Best Electrician/Plumber etc etc [in Location]
THEN GO FOR IT !
DETAILS:
Here's the best part for our existing clients: no extra charge. (New Clients will be different !)
We're planning to roll this service out to all Clients, those who do not already have a YT Channel, over the next month.
If you're as excited about this opportunity as we are, there's nothing you need to do – we'll get started right away!
However, if you're not interested in this new service, we completely understand.
Just reply to this email to let us know, and we won't include you in the rollout.
We're thrilled about the potential benefits video & YT can bring to your business.
An exciting new way to showcase your business and improve your Google ranking!
Service Offer - Newsletter
Subject: Business Name - Exclusive Offer!
HI ,
Do you know that an email list is marketing gold ?
So do you have a database of current and/or past clients/customers emails ?
And if so, have you ever thought of a monthly newsletter?
Your monthly newsletter can help:
Maintain a strong client/customer relationships
Enhance client/customer satisfaction and loyalty
Provide updates about your business
Special offers
Educate your client/customer about your business
Have we convinced you to start a Newsletter ?
OUR SPECIAL OFFER TO YOU:
ONLY TO OUR CURRENT CLIENTS , Pinpoint Local is offering monthly Newsletter campaigns.
THIS IS AT NO EXTRA COST, inclusive in your existing Monthly Management.
Just reply Email "YES" & we will start the process this month !
VIII. Pinpoint Local Monthly Meeting Agenda & Meeting Notes
VIII. Pinpoint Local Monthly Meeting Agenda & Meeting Notes
IX. Resources
IX. Resources
AI Videos
OpenAI Just Upgraded All Of Their Products - The AI Advantage
How People Are Using The New ChatGPT Upgrades - The AI Advantage
How To Create Custom GPTs For Beginners - The AI Advantage
GPTs 4 A.I. News for Consultants - Russell Pearson
The New KING of FREE AI SEO Content- Income stream surfers
Google’s Bard is BETTER Than ChatGPT For Keyword Research? - Income stream surfers
ChatGPT Code Interpreter is INSANE for SEO Keyword Research - Income stream surfers
AI in SEO Podcast - Edge of the Web
Loom Videos - How To
ASANA: Accessing Client Project Details - Click here to access Loom video
Facebook Page Access: How to give FB Access to PPL - Click here to access Loom video
GBP Access: Allowing GBP Access to PPL - Click here to access Loom video
GBP Backend - How to Access GBP Back end - Click here to access Loom video
Google Review Link: How to Share to Clients - Click here to access Loom video
The Importance of Photos to GBP - Click here to access Loom video
The Importance of Reviews to GBP - Click here to access Loom video
YouTube: How to Add PPL to YT Channel - Click here to access Loom video
Folders
X. AI Prompts
X. AI Prompts
XI. ARCHIVE
XI. ARCHIVE
Add Google Business Profile to LocalViking
Date Email Sent:
Date Google Accepted Access:
Email Account:
Update Time Zone:
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