Client Onboarding for

Google Business Profile

Jan 6th, 2023

Time on Task: ~5-14 Days

Goal: To understand the client’s business requirements for the project and get access
to the client's Google Business Profile.

Ideal Outcome: You and your team have access to resources and information needed
to run the Google Business Profile for your client.

Prerequisites or requirements: You should have access to a verified Google Business

Profile account. If you don’t have one, please follow SOP 1100: Set up a new Google
Business Profile account.

Why this is important: Ensure clients’ needs and concerns are addressed before
running their Google Business Profile.

Where this is done: Google Business Profile and Google Drive.

When this is done: After a signed contract from the client is established.

Who does this: The marketing or account manager for the project.
● Environment Setup
1. Download this Google Business Profile Client Onboarding Folder. Copy and
upload it to your own Google drive folder. This folder includes a Word document
of the client onboarding questionnaire and creatives from the client folder to
onboard your client.

2. Once you’ve uploaded the folder, share the folder access with your client.

a. Click on the downward arrow beside the folder name. Make sure you are
in the correct folder. Press “Get link” from the drop-down.

b. Go to “General access” and change access to “Anyone with the link”.

Make sure to click “Editor” for your client to organize, add, and edit files in
the folder. Copy the shared link by clicking on the “Copy link” at the bottom
of the pop-up.

● Send A Welcome Email

1. Send the welcome email as soon as you receive the signed contract.
2. Use this client onboarding email template to request all necessary information
from your client.
3. In the onboarding email template, you will find:
a. An SOP to help guide your client to grant you access to their Google
Business Profile Account
b. The client onboarding questionnaire that they should fill out before the
kickoff call
c. The Google Drive folder where all the assets will be shared
d. A link to schedule the kickoff call
e. The contacts of all the team members that will work on the client’s account
4. All you have to do is edit the following:
a. Link to your Google Business Profile Client Onboarding folder and
subfolder
b. Your Google Business Profile email (required for the client to grant you
access to their Google Business Profile Manager)
c. Link to schedule the kickoff call with the client
d. Team contacts details