ONBOARDING - Orlando's Premier Digital Marketing Agency

ONBOARDING

start of our journey

The process is easy !

1

Add Us

 If you do not have a channel indicate in the questionaire and we will create it for you. 

2

Google Folder

A folder will be emailed to you. Please bookmark this folder. 

3

Meet

Email Kristy suggestions for monthly meeting every 2nd week of the month. 

1. Add Us

We Take Care of the Rest

Add kristy@kennedymarketing pro to all accounts with full permissions so she will be able to add and delete people as appropriate. If you don’t have one of the platforms we will set that up for you. Confused? Call, email or text!

To add someone to your Google Ads account, follow these steps:

  1. Sign in to Google Ads:
    • Go to Google Ads and sign in with your account credentials.
  2. Access Account Settings:
    • Click on the tools icon (wrench) in the upper right corner of the page.
  3. Navigate to Account Access:
    • Under the “Setup” section, click on “Access and security.”
  4. Invite a New User:
    • Click on the blue plus button (+) to invite new users.
  5. Enter User Information:
    • Enter the email address of the person you want to add.
    • Select the appropriate account access level for the invitee. The options typically include levels such as “Admin,” “Standard,” or “Read-only.”
  6. Send the Invitation:
    • Click “Send invitation” to send the invitation.

You can find further instructions here. If you do not have or are confused email, call or text 321-446-8263. 

To add someone to Google Analytics, you’ll need to have the necessary permissions to manage users. Here’s how you can do it:

  1. Sign in to Google Analytics: Go to Google Analytics and log in with your account.

  2. Select the Account/Property/View: If you have access to multiple accounts or properties, select the one you want to add a user to.

  3. Go to Admin Settings: In the lower-left corner, click on the “Admin” gear icon.

  4. Access Account, Property, or View Level: Depending on the level of access you want to provide (Account, Property, or View level), navigate to that section.

  5. User Management: For the level you’ve chosen (Account, Property, or View), click on “Account User Management,” “Property User Management,” or “View User Management.” This option is located in the respective column.

  6. Add User: Click on the blue plus (+) icon in the top-right corner, then select “Add users.”

  7. Enter the User’s Email Address: Type in the Google Account email address of the person you want to add.

  8. Set Permissions:

    • Manage Users: Allows them to add or delete users, change permissions, but not edit data.
    • Edit: Allows them to create and edit views and filters.
    • Collaborate: Allows them to create personal assets and share them.
    • Read & Analyze: Allows them to view report and configuration data.
  9. Add: Once you’ve set the appropriate permissions, click the “Add” button.

You can find further instructions here. If you do not have or are confused email, call or text 321-446-8263. 

To add someone to Google Search Console, you need to grant them user access. Follow these steps:

  1. Sign in to Google Search Console: Go to Google Search Console and log in with your account.

  2. Select a Property: If you manage multiple properties (websites), choose the one you want to add a user to.

  3. Go to Settings: In the left-hand menu, scroll down and click on “Settings.”

  4. Manage Property Users and Permissions: Under the “Property settings” section, click on “Users and permissions.”

  5. Add a New User: Click the “Add user” button in the top-right corner.

  6. Enter the User’s Email Address: Type in the email address of the person you want to add. This needs to be a Google Account.

  7. Select Permissions Level:

    • Full: This gives the user the ability to view all data and take most actions.
    • Restricted: This allows the user to view most data, but they have limitations on certain actions and reports.
  8. Click Add: After selecting the appropriate permissions, click the “Add” button to finalize the process.

You can find further instructions here. If you do not have or are confused email, call or text 321-446-8263. 

To add someone to Google My Business (now part of Google Business Profile), you need to have the appropriate level of access to manage users for the business profile. Here’s how you can do it:

  1. Sign in to Your Google Business Profile: Go to Google Business Profile and sign in with your account.

  2. Select the Profile: If you manage multiple business profiles, select the one you want to add a user to.

  3. Navigate to Users: In the left-hand menu, click on “Users.”

  4. Add a New User:

    • Click on the “Invite new users” button, typically represented by a plus (+) icon or a “Invite” button.
  5. Enter the User’s Email Address: Type in the email address of the user you want to add. Ensure it’s associated with a Google account.

  6. Select a Role:

    • Owner: Can perform all tasks, including adding and removing users.
    • Manager: Can edit business information, manage posts, respond to reviews, but cannot add or remove users.
    • Site Manager: Limited access compared to a manager, mainly focused on location insights and some settings.
  7. Invite: Click on “Invite” to send an invitation to the user.

  8. User Acceptance: The person will receive an email invitation, and they need to accept it to gain access to the business profile.

For more on adding someone to check out the blog post: https://kennedymarketingpro.com/2024/07/29/how-to-add-someone-to-your-google-business-profile/

Add us to Facebook and Instagram!

To add a user to a Meta (formerly Facebook) Business account, you usually need to do this through the Meta Business Suite (formerly Facebook Business Manager). Here’s how you can add a user:

  1. Sign in to Meta Business Suite: Go to Meta Business Suite and log in with your account.

  2. Go to Business Settings: Click on the menu icon and select “Business Settings.”

  3. Navigate to People: In the left sidebar under the “Users” section, click on “People.”

  4. Add People: Click on the “Add” button, which is usually in the top right corner.

  5. Enter the Email Address: Type in the email address of the person you want to add. This should be the email they use for their Facebook account.

  6. Assign a Role:

    • Employee Access: Limited access. Users can only work on assigned accounts and tools.
    • Admin Access: Full control, including managing settings, people, and accounts.
    • You can also customize further by assigning specific roles or permissions using the “Show Advanced Options.”
  7. Assign Assets (Optional): Choose specific pages, ad accounts, or other business assets you want them to manage, and define their level of access for each asset.

  8. Invite: Click “Invite” to send the invitation.

The person will receive an email invitation and must accept it to start managing the business account or assigned assets. Make sure to choose the appropriate role that fits their responsibilities.

Add in questionaire access to your website details. You will find this questionaire under you Google folder in step 2. 

2. Google folder

Bookmark Our Drive

You’ll be mailed the link for your shared Google Folder. Please bookmark this, sign contract, answer questionaire, and add the requested materials in the marketing folder. 

A copy of your contract can be found under the onboarding folder.  Please sign. 

Please put your headshot, materials, photos, logo, etc. in this folder. 

You’ll find your monthly reports and any ad hoc reporting under this folder. 

3. meet

Let's See Results!

In your questionaire you will be asked what time you’d like to meet monthly but be sure to message for any questions/updates anytime!

Picture of Kristy Kennedy

Kristy Kennedy

Owner & CEO, Kennedy Marketing

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