Managing your agency clients

This document outlines best practices for managing your agency clients with myPresences.

Please make sure you have read the suggestions in Getting Started on the Agency Platform before adding clients.

The list of businesses under your agency account will always be available on your Account page under the Business tab.

Clicking a business name will change to that business at the top so you can work on it.

Onboarding

The onboarding process for a new client involves adding their businesses and the users who will access the platform.

Depending on how you will use myPresences, you may then provide training to your new client on how to use the platform.

1. Add business locations

Start by determining which business locations you will add to myPresences for the client.

If the client has more than one location you should add each location separately so they can be managed as individual units.

Each business will take around 20 to 30 minute to automatically discover as much as we can about that business online.

You can add each business individually, but a better option is to import them or add multiple businesses from your Google account at once.

See:

Add a business to your account

Working with Multiple Locations

2. Add user accounts

Add user accounts for every person at your clients business who needs access. 

You can control which business locations they can see and which areas of the platform they can access (using roles).  If you need to add a unique role for a user you can create a new role but we recommend using standard roles as much as possible.

See:

Add a user to your account

Create user roles

Setting user roles

3. Business setup

It is a good idea at this point to perform some level of setup for each business location.

This setup will vary for different clients based on their requirements, but you will probably have a setup process you use for the majority of your clients.

This setup should include actions in the list below.

Note: Some of these may be done over time as part of the service you are providing to them.

See:

Connect accounts

Set their base profile

Verify your presences

Remove incorrect presences

Add missing presences

Get missing presences created

5. Reputation Setup

If you will be providing reputation management services to your clients you should setup their website to showcase their best reviews and setup their account to generate new reviews via campaigns.

See:

Add the showcase widget to the business's website

Setup the review generation process for the business

Choose the default format for social media images

5. Training

Once your client's businesses are setup and they have accounts you can train them how to use the platform.

The training required will vary greatly from none at all (if only sending reports) to a full overview of the platform.

We recommend you use roles to restrict access as much as possible to minimize the areas of the platform your users need to know how to use. This will also simplify the menus and make it easier for your clients to navigate.