Training assistance request · 30 July 2026

Request for Actual Client Service Workflows

I currently have only a basic understanding of what each service is. I am requesting clear, detailed training on the company’s actual process, my role, the responsible people and everything required from beginning to end.

Primary needOfficial end-to-end workflows
Business benefitFewer delays and missed steps
Requested formatSOPs, checklists and role map

Context

Why I am asking for help

I have reviewed the basic service descriptions in client contracts and have been learning individual tasks through active client work. However, I have not yet received complete training on the actual workflow for each service. I need help understanding what happens first, what I must collect, who performs each task, how approvals and handovers work, and what I should do until the service is completed and reported.

Important: The descriptions below represent only my basic current understanding. They are not intended to define the company’s process. Clearer and more complete explanations from the appropriate service owners are requested so I can understand and follow the correct workflow.

Training questions by service

Actual workflows I need help understanding

Each basic description should be reviewed, corrected if necessary and supported by the official company workflow.

01

Google Ads

My basic understanding only
Paid search campaigns that place the client in front of people actively searching for relevant dental services.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Google Ads.
02

Meta Ads

My basic understanding only
Paid Facebook and Instagram campaigns used to build awareness, generate enquiries or promote specific treatments and offers.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Meta Ads.
03

Social Media Management

My basic understanding only
Organic posts that maintain the practice’s presence, educate patients and support brand consistency.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Social Media Management.
04

Website & Landing Pages

My basic understanding only
A website explains the full practice and services; a landing page is a focused page designed to turn traffic from one campaign into bookings or enquiries.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Website & Landing Pages.
05

SEO & Google Business Profile

My basic understanding only
SEO improves organic search visibility; Google Business Profile optimisation supports local visibility on Google Search and Maps.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for SEO & Google Business Profile.
06

Content, Creative & Video Shoots

My basic understanding only
Creates the written and visual assets used across websites, organic social media and paid campaigns.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Content, Creative & Video Shoots.
07

Reputation, Call Tracking & Nurturing

My basic understanding only
Tracks calls and enquiries, supports review generation and helps follow up with leads through chat or SMS workflows.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Reputation, Call Tracking & Nurturing.
08

Hosting & Website Maintenance

My basic understanding only
Keeps digital assets operating reliably and gives the client a regular view of performance, completed work and next steps.

Help requested: official beginning-to-end workflow

  1. What is the official process from the moment this service is sold or assigned until it is completed?
  2. What am I responsible for at each stage, and which tasks belong to other team members?
  3. What information, access, assets and approvals must I collect from the client?
  4. Who prepares, reviews, approves and delivers each item?
  5. What should I communicate to the client, and at what points in the process?
  6. What are the expected timeframes, dependencies and signs that the service is ready to launch?
  7. How should I record, follow up and escalate missing information or delayed tasks?
  8. What happens after launch, including monitoring, reporting and ongoing client management?
Clarification requestedPlease confirm the complete inclusions, exclusions, deliverables, internal owners, Account Manager responsibilities and correct workflow for Hosting & Website Maintenance.

Terminology training request

Common terms I need explained clearly

The notes below reflect only my basic understanding and need confirmation, examples and guidance on when each item is used.

Campaign strategy

Basic understanding: The plan defining objectives, audience, offer, channels, messaging, budget and measurement.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

Creative

Basic understanding: The image, graphic or video shown in a social post or advertisement.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

Landing page

Basic understanding: A focused campaign page designed to generate one main action, such as a booking or enquiry.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

CTA

Basic understanding: Call to action—the instruction asking the audience to book, call, enquire or learn more.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

Shoot brief

Basic understanding: A practical plan for a photo or video shoot, including topics, people, scenes, formats and logistics.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

Creative brief

Basic understanding: Direction for the person producing an asset: objective, audience, message, format and brand requirements.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

Teleprompter copy

Basic understanding: The final spoken script displayed for a presenter during filming.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

Conversion

Basic understanding: A valuable completed action, such as a phone call, form submission or booking.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

GHL

Basic understanding: GoHighLevel—the platform that may hold CRM, forms, automations, social planning and lead-management tools.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

GMB / GBP

Basic understanding: Google My Business is the former name for Google Business Profile.

Please explain its purpose, required inputs, process, owner, reviewer and where it fits in the client workflow.

People & ownership

Current support and clarification needed

Helpful current guidance

Queney and Lianna have been helpful in guiding me on creatives, shoot briefs and teleprompter scripts. I would especially like to acknowledge Bettina, who has been very helpful in giving me an overview of my new role and responsibilities. She continues to guide me through the overall process whenever I encounter a new or unfamiliar task. Their support has helped me understand individual responsibilities while I continue learning the wider workflow.

Ownership still to confirm

  • Final owner for every service and deliverable
  • Who approves internal work before it goes to the client
  • Who sets up ads, tracking, landing pages and GHL
  • Who publishes and manages social media content
  • Who covers each responsibility when the usual owner is away

Requested action

A practical training system

1

Clear service training

Explain what each service actually includes, its purpose, expected results and limitations.

2

Official workflow SOPs

Provide the company’s actual sequence of steps, required access, approvals and handoffs.

3

Confirmed responsibility map

Name the assigned owner, reviewer, Account Manager responsibility and backup for every deliverable.

4

Practical AM checklists

Provide client onboarding, production, launch, monthly management and escalation checklists.

This structure would help me manage clients more confidently, coordinate with the correct people, communicate accurate expectations and prevent avoidable delays.