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E-Commerce Services
Amazon Management
Sales Funnels
Search Engine Optimization (SEO)
Reputation Management
Local Business Marketing
Online Citation Analysis
Paid Search & Paid Social
Email & SMS Marketing
Creative & Video Services
Animated And Whiteboard Video Services
Content Marketing
Web Design & Development
CASE STUDIES
Email Portfolio
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All Courses
PSG
Partner Success Guides
Partner Success Guides
Curriculum
6 Sections
73 Lessons
Lifetime
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PSG 101
21
1.0
Archetypes
1.1
CRM
1.2
RFR
1.3
RFR vs On Hold
1.4
Onboarding Slack Channel
1.5
Setting and Holding Expectations
1.6
Scope Creep
1.7
Changing Scope
1.8
SOPs
1.9
Useful Resources
1.10
Virtual Assistant (VA)
1.11
Story Brand
1.12
Support Specialist
1.13
Skipping RFR
1.14
RFR Box
1.15
Clickup-Account Overview
1.16
Clickup-Tabs
1.17
Clickup Setup
1.18
Clickup-Adding Client to Clickup
1.19
Clickup – Research Tab in Clickup
1.20
Clickup – Connect Client Success List and CRM
PSG Software
14
2.0
Facebook/Meta
2.1
Google Ads
2.2
Google Analytics
2.3
Google Tag Manager
2.4
Agency Analytics
2.5
SERanking
2.6
Ad Beacon
2.7
CallRail
2.8
Shopify
2.9
WordPress
2.10
Shared Google Drive
2.11
Proposal Review
2.12
Dash This
2.13
Triple Whale
Partner Care
11
3.1
ClickUp
3.2
Clickup Tasks
3.3
Marketing Plan Introduction
3.4
Clickup Dashboards
3.5
Add Partners to ClickUp
3.6
Partner Meetings, Presentations, Agendas and Recaps
3.7
Rewatch Overview
3.8
Reporting
3.9
WINs
3.10
Internal Reviews and Deadlines
3.11
Scope Creep
PSG Onboarding
16
4.1
New Account Setup
4.2
Create and Embed Dashboard
4.3
Onboarding Tasks
4.4
Onboarding Specialist
4.5
Marketing Plan
4.6
Marketing Plan AI Help
4.7
Conversion Tracking
4.8
Following Clickup Process
4.9
Creating Research Tab in Clickup
4.10
Meetings and Presentations- With Sales
4.11
Meetings and Presentations – Onboarding
4.12
Settings Expectations and Following Up
4.13
Meetings and Presentations – Internal Kickoff
4.15
Meetings and presentations – Status Report
4.16
Meetings and Presentations – Launch
4.17
Meetings and Presentations – Moving to Regularly Scheduled Meetings-
Offboarding
6
5.0
ClickUp
5.1
Softwares
5.2
CallRail
5.3
Offboarding
5.4
On the Rocks
5.5
Cancellation and Pausing Approval
PSG Support
5
6.1
Client Presentation
6.2
Onboard and Story
6.3
Onboarding Process
6.4
Webryser White Label Onboarding
6.5
Webryser Content Review
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