Welcome, you’re all booked in
AND WE’RE ABOUT TO CREATE SOMETHING AMAZING TOGETHER!
Ok, let’s get started. First things first…
Please read through this page thoroughly. It covers everything to ensure a smooth & easy start!
Then, click your service below
for step-by-step instructions.
1. KICK-OFF TIMELINE
Let’s kick things off. Once we have access to everything listed within each service section below, our onboarding process can take between 7-14 business days, sometimes faster if we have everything we need!
Website projects have their own individual timeline.
Continue scrolling down this page until you find each service in your contract, and the exact steps to give us the Admin access we need. If you’re not sure what steps to take, we incuded video instructions for you.
Don’t hestiate to reach out to us with any questions at contact@thesageagency.com
2. GOOGLE ADS: Here’s what we need to get started
GOOGLE ADS ACCOUNT NUMBER
BRAND NEW ACCOUNT: visit ads.google.com and select, START NOW.
1. Select ‘create your first campaign’.
2. Add your business Information and link any existing accounts.
3. Follow the prompts to create a campaign (don’t worry about the specific details. We will pause this campaign, so just fill-in the required sections to move onto the next step).
4. Enter payment details. This credit card will be charged monthly by Google directly.
5. Email your 10 digit Google Ads client ID number (usually found on the top right hand side of your ads dashboard) to contact@thesageagency.com.
You will then recieve an email directly from Google Ads to the email address you used to set-up your Google Ads account. The email will state that The Sage Agency is requesting to link to your account. Follow the prompts until the request is fully approved.
We will then have access to your Google Ads account.
EXISITING ACCOUNTS: Email your 10 digit Google Ads client ID number (usually found on the top right hand side of your ads dashboard) to contact@thesageagency.com.
You will then recieve an email directly from Google Ads to the email address you used to set-up your Google Ads account. The email will state that The Sage Agency is requesting to link to your account. Follow the prompts until the request is fully approved.
We will then have access to your Google Ads account.
GOOGLE ANALYTICS
Go to your Google Analytics account. If you do not have an Analytics account set-up, go to Google Analytics and follow the prompts to set-up a new account. Then, follow the next steps below to give us access.
From the home page of your account, select ‘Admin’ from the left-side main menu (bottom left corner)
Select ‘Account Access Management’ (first column)
Click the blue plus button on the top right side of the screen
Select ‘Add User’
Enter contact@thesageagency.com
Under ‘permissions’ select ‘ADMIN’
Click the blue ‘add’ button
GOOGLE MERCHANT CENTER (E-COMMERCE ONLY)
Visit Google Merchant Center, select START NOW (blue button in top right corner).
Choose the same email address you used to set up the Google Ads account, or any email address that is an Admin of your Google Ads account.
Follow the prompts and fill-in as much relevent Busess details as possible and click save.
Then, click on the settings icon (bottom left column) -> Access and services.
In the “People” section, select the “Add Person” button and add contact@thesageagency.com email, then select Next.
Select the Admin button at the top and “Add User”.
Next, go to the Overview Tab (top left coumn), select “completel setup” button and follow the prompts.
Fill-in Business address.
Verify & claim your website to setup GMC.
After verifying your website select the US as the country you will create a feed for.
Fill-in ALL shipping details.
Setup return policy information.
GOOGLE BUSINESS PROILE (NEW ACCOUNT SETUP ONLY)
If you have a Google Ads account setup you most likely already connected it to your Google Business Profile.
Here are the steps to double-check. If it is linked then we don’t need access.
Visit your Google Ads account.
Click Tools in the left menu, then click Data manager (or Linked accounts depending on your dashboard version).
Scroll through the Connected Products list to locate Google Business Profile.
Select “Manage & Link” to see if your business name and ID are listed as “Connected.”
NEW GOOGLE ADS ACCOUNT:
For a new Google Ads account, we need access to your Google Business Profile to connect it to your Ads Account. Follw the steps below to add us as a MANAGER.
Visit Google Business Profile and sign in while logged into the Google account that manages your business.
Search for your exact business name on Google so your knowledge panel/dashboard appears on the screen.
Click the three vertical dots menu near your profile strength indicator or management tools, then select Business Profile settings.
Click on People and access then, click the blue Add button (or plus icon) at the top left.
Add contact@thesageagency.com and select MANAGER
Click Invite.
GOOGLE TAG MANAGER
Go to your Google Tag Manager account. If you don’t have a Tag Manager account let us know and we’ll create one for you and add you as an Admin user.
Select ‘ADMIN’ in the top left menu
Select ‘user management’ underneath the ‘container’ menu (right column)
Click the blue plus button on the top right hand side of the screen
Select ‘Add Users’
Enter email address: contact@thesageagency.com
Under ‘permissions’ select ‘publish, approve and edit’
Click the blue ‘invitation’ button on the top right hand side of the screen
Now you’re all done!
A few things to note now that we’re working together:
- Please do not make any changes directly in the account. If you have questions or concerns please reach out to your account manager first as some changes can have a bigger effect than others.
- Also, please do not allow any Google Ads reps to make changes to the account. They have aggressive KPIs that are not looking out for the profitability of your account. 🙂
3. SEO SERVICES: here’s what we need to get started
WEBSITE ACCESS
Please make website@thesageagency.com an Admin user for the backend of your website.
GOOGLE ANALYTICS
Go to your Google Analytics account. If you do not have an Analytics account set-up, go to Google Analytics and follow the prompts to set-up a new account. Then, follow the next steps below to give us access.
From the screen, select ‘Admin’ from the left-side main menu (bottom left corner)
Select ‘Account Access Management’ (first column)
Click the blue plus button on the top right side of the screen
Select ‘Add User’
Enter website@thesageagency.com
Under ‘permissions’ select ‘ADMIN’
Click the blue ‘add’ button
GOOGLE SEARCH CONSOLE
Please provide access to your Google Search Console account.
If you do not have a Search Console account we can set one up for you, but we recommend creating it yourself so you remain the owner of your account.
From your Search Console home page scroll down to Settings (bottom left)
Select ‘Users & Permissions’
Select ‘Add User’ then add website@thesageagency.com
Make sure Permissions is set to FULL
4. META ADS SERVICES: here’s what we need to get started
META ACCOUNT ACCESS
Follow instructions below IF YOU ALREADY HAVE A BUSINESS PORTFOLIO (formerly known as Business Manager). If not, please skip to the next section.
Go to https://business.facebook.com/settings
On the left sidebar, click “Users” > “Partners”
Click the blue “Add” button
When prompted, paste our Business Manager ID: 113763130099192
Choose the assets to share with us:
○ Facebook Page (Full control or Advertiser access)
○ Ad Account (if available)
○ Instagram Account (if connected)
○ Pixel (if available)
○ Catalogue (if applicable)
Once done, please email contact@thesageagency.com and let us know. We’ll handle the rest from here.
IF YOU DO NOT HAVE A BUSINESS PORTFOLIO (formerly Business Manager): No problem at all. Follow these simple steps to get your Meta Business Portfolio set up so we can begin running ads on your behalf:
Go to: https://business.facebook.com/overview
Click “Create Business”
Enter the following:
- Your business name
- Your business email address
- Your full name
Once your Business Portfolio is created, open your Business Settings directly by going to: https://business.facebook.com/settings
In the left-hand menu, click Accounts > Pages
Click the “Add” button, then choose “Add a Page”
Type your Facebook Page name or paste the Page URL, then click “Add Page” to connect it.
In the same left-hand menu, scroll up to Users > Partners
Click the blue “Add” button on the right.
When prompted, paste our Business Manager ID: 113763130099192
On the next screen, grant us Admin access to the following assets (if available):
- Facebook Page (select full control if prompted)
- Ad Account
- Instagram Account
- Pixel
- Catalog (if applicable)
Click “Save Changes” to confirm
Once this is complete, reply to us by email to confirm and we’ll take care of the rest, including:
- Pixel setup
- Domain verification
- Ad account structure
- Campaign launch and tracking
If you get stuck or would prefer us to walk you through it live, we’re happy to set up a quick call.
WEBSITE ACCESS
Please make website@thesageagency.com an Admin user for the backend of your website.
GOOGLE ANALYTICS
Go to your Google Analytics account. If you do not have an Analytics account set-up, go to Google Analytics and follow the prompts to set-up a new account. Then, follow the next steps below to give us access.
From the screen, select ‘Admin’ from the left-side main menu (bottom left corner)
Select ‘Account Access Management’ (first column)
Click the blue plus button on the top right side of the screen
Select ‘Add User’
Enter website@thesageagency.com
Under ‘permissions’ select ‘ADMIN’
Click the blue ‘add’ button
4. WEBSITE SERVICES: here’s what we need to get started
WEBSITE ACCESS
Please make website@thesageagency.com an Admin user for the backend of your website.
GOOGLE ANALYTICS
Go to your Google Analytics account. If you do not have an Analytics account set-up, go to Google Analytics and follow the prompts to set-up a new account. Then, follow the next steps below to give us access.
From the screen, select ‘Admin’ from the left-side main menu (bottom left corner)
Select ‘Account Access Management’ (first column)
Click the blue plus button on the top right side of the screen
Select ‘Add User’
Enter website@thesageagency.com
Under ‘permissions’ select ‘ADMIN’
Click the blue ‘add’ button
GOOGLE SEARCH CONSOLE
Please provide access to your Google Search Console account.
If you do not have a Search Console account we can set one up for you, but we recommend creating it yourself so you remain the owner of your account.
From your Search Console home page scroll down to Settings (bottom left)
Select ‘Users & Permissions’
Select ‘Add User’ then add website@thesageagency.com
Make sure Permissions is set to FULL
WEBSITE HOSTING PROVIDER
Please share access to your website hosting provider. We highly recommend Siteground Hosting services. We have been using them and recommending them for over 8 years and we feeel they are by far the best.
WHAT WE NEED FROM YOU BEFORE WE CAN BEGIN
In order to keep to timeframes and deadlines set, we will need all the content for your website before we start the project. The Marketing Goals Discovery form will be emailed to you. We will need this filled-out prior to our design and strategy meeting.
Unless otherwise stated, you will need to provide copy for all website pages and supply your business logo. Plus, any particular images you want to be used on the site. If you have Brand Guidelines, please provide those as well.
We can provide stock photos but if you need specific imagery that will need to be provided by you.
A dedicated, shared Dropbox or Google Drive folder will be set up to upload all the project content into so we both have access to it.
KEEP YOUR IDEAL CLIENT IN MIND
This project is of course very close to your heart but it’s important to always keep your target audience top of mind and not get caught up in personal preferences. Therefore, instead of sharing what you like/dislike personally, try to view it from your Ideal Client’s eyes and think about how they would react to the design. Remember, at the end of the day, this project is all about them!
TIPS TO PROVIDING GREAT FEEDBACK
- Try and use bullet points to break up your feedback.
- Use headers to organize your feedback.
- Read over your feedback to make sure it’s clear and check that you’ve answered any questions we may have asked.
- If you have team members that would like to add their feedback, we kindly ask that you gather the feedback into one message. This stops everyone from getting confused and keeps the project organized.
To help keep your project on track and finish on time, please provide feedback on your designs within 2 business days of receiving them.
I really appreciate your effort to provide files and feedback on time. Timelines from both of us will help us complete your project, so you can move on to the next exciting project in your business!
TIMELINE & DEADLINES
Once we have all of your copy for every page, your logo and specific images, we will begin building your website. The date we send the first draft for your review and feedback will begin a 2-WEEK TIME PERIOD where you can send unlimited feedback. During the 2-weeks we will incorporate all of your changes until we have final approval.
The unlimited changes during the 2-weeks is included in the scope of work and original contract fee.
After this 2-week time period, all additional feedback and changes will be made at our hourly rate.
5. PERFORMANCE REPORTS
GOOGLE ADS REPORTS
On the first of each month, you will receive a report covering the previous month’s results, a strategic summary of what was done to the account and any recommendations we suggest.
We can then hold one monthly call to review the reports, brainstorm, and make
adjustments as needed.
If you would like to have more calls to
ask questions, Google Ads training or
you prefer a more detailed account
management there is an additional fee
of @$99/per call.
SEARCH ENGINE OPTIMIZATION REPORTS
Every 90 days you will receive a report with your website statistics and keyword placement compared to the previous 90 days.
If we begin managing your account in the middle of the month, the first report will be sent 90 calendar days after we begin your SEO management. Including the prorated days of the month we start.
6. COMMUNICATION & OFFICE HOURS
All calls are held on Google Meet so we can screenshare easily, if needed. The call recording and transcript is shared with all call attendes.
Email is our preferred communication channel.
Our team works Monday – Thursday. We’re available for calls on Friday, if needed.
What happens now?
After providing access to all of your accounts, we will begin performing detailed audits and creating your account strategy. This process can take between 7-10 business days, sometimes faster if we have everything we need!
10 business days after signing your contract, you will receive an email to set-up a Welcome Call for a day and time that works best for you. This call is helpful if you’re having any troubles providing access, or if you have any questions.
If you need any support, please email us at contact@thesageagency.com. We’re looking forward to working with you and growing your business!
The Sage Agency Team
