Client Training & Resources

Your first login, the dashboard layout, and the two buttons that run your entire system.

Preview your live site, understand your pages and forms, and submit update requests the right way.

Reply to leads, manage conversations across channels, and never lose a message again.

How automated follow-up works, when it stops, and how to keep leads moving until they book.

What happens when you can't answer, how the auto-text fires, and how to read the responses.

Your business number, call routing, the mobile app, and how calls are tracked.

Send honest review requests, schedule reminders, and track who's left a review.

Launch approved campaigns to past customers in one click — audience, preview, test, launch.

Understand your website foundations, your Google Business Profile, and what the reports mean.

Order business cards, QR review cards, and print products — proof approval and delivery.

Add and edit contacts, import CSV, move leads through stages, and track your pipeline.

Book, confirm, reschedule, and let reminders run themselves without double notifications.

Pay-per-lead ads with the Google Screened badge — how they work, how to check your leads, and what to expect.

Search-intent ads that capture buyers actively searching for your service — how campaigns, keywords, and landing pages work together.

Proactive demand generation on Facebook and Instagram — retargeting, lookalikes, and how to read the Ads Manager.