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New Business Listings | Post-Sale Process

Information on what happens after you have made a sale

Support avatar
Written by Support
Updated over 5 months ago

New Business Listings | Post-Sale Process

Step #1 - Create a company in the Marketing Portal.

Please click here for instructions on how to create an account.

Step #2 Adding Business Information (General Info)

You have two options for this step.

  • Option A. You can fill out the business information for your client

  • Option B. You can provide access to the Business APP (Client facing Dashboard) and the client can add all of their business information.

Click here for instructions on how to add your client to the Business APP.

IMPORTANT!

Once the Business Information (General Info) has been added to the Marketing Portal, send an email to support@rocketdriver.com and we will activate the products.


Step #3 Google Business Profile onboarding

A) Onboarding intake form

B) For Google Business Profile Listing Claim:

Your client will receive an email from support@clientcenter.info, our white label managed services team.

Here is an example of the email

Dear XXXXXX,

Thank you for choosing to work with Marketing Services! I'm happy to let you know that your Google Business Profile listing has been claimed and reflects accurate information about your business.

I've added your client's Gmail (email) as an owner to the GMB listing. To access the listing, simply login to business.google.com with your Gmail credentials. Here, you'll be able to access the listing so that you may add rich data such as a business description and images.

If you have any questions about your GMB listing, please feel free to let us know.

Marketing Strategist

Managed Services Team


Step #4 Onboarding Call: Our team will conduct an onboarding call with your client to gather additional information needed to complete the setup.

  • A marketing strategist will work with your client to create a tailored strategy for their social posts.

  • We will work to claim your client’s GMB listing.

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