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Client Onboarding Templates and Resources

Training

Resources

Welcome Email Template: CSM Intro Email (GENERAL)
Welcome Email Template: CSM Intro Email (PREMIUM)
Welcome Email Template: CSM Intro Email (EA)
Welcome Email Attachment: Display Creative Guidelines
Welcome Email Attachment: GeoFence Template
Welcome email Attachment: GMB Access
RSM CEF Checklist
Seller CEF Checklist
CEF Best Practices
Client Onboarding Training Slides

Documents

File Welcome Email Attachment: Code Joomla Instructions
File Welcome Email Attachment: Code HTML Instructions
File Welcome Email Attachment: Code Drupal Instructions
File Welcome Email Attachment: Code WordPress Instructions
File Welcome Email Attachment: Site Questionnaire
File Welcome Email Attachment: Live Chat Questionnaire
File Welcome Email Attachment: Social Ads Privacy Policy Template
File Welcome Email Attachment: Social Ads Admin Instructions