— SOPs · operating procedures

Standard operating procedures.

Step-by-step guides for the moments that block a launch. Each SOP has a Loom, a Tango, and (where relevant) a Typeform the client fills in to confirm completion.

11 SOPs

NoteAll Typeforms have the video walkthrough (Loom) and step-by-step guide (Tango) linked on page 4 of the form — so we just need to send the Typeform to the client.

How to Create a Meta Business Portfolio

Should be completed in onboarding — send if any of the steps below are missing, or if the client's Meta account got restricted and they need to rebuild the Business Portfolio from scratch with another Facebook profile.

Covers

•Create a Meta Business Portfolio
•Fill out Meta Business Info
•Create a Facebook Page connected to the Meta BM
•Create an Ad Account connected to the Meta BM
•Connect a payment method to the Meta Ad Account
•Share Partner access with AI Acquisition

Loom walkthrough Tango steps Typeform

How to Add Business Info to Your Meta Business Suite

Part of the "How to Create a Meta Business Portfolio" SOP — available as standalone if needed.

For people who missed this step during OB or overall process, especially if our ads team says they can't see this.

Loom walkthrough Tango steps

How to connect your existing Stripe to GoHighLevel

Legacy — not actively used.

Was done prior to launch. Not used anymore but still available here for AMs if needed.

Loom walkthrough Tango steps Typeform

How to Create Your Whop Reimbursement Link

Send PRIOR to ad launch — best practice is to send once initial deliverables are done and the AM is introduced. Critical for clients to get reimbursed for ad spend, so we must have this info BEFORE ads go live.

Loom walkthrough Tango steps Typeform

How to set up Auto Payments

To be sent together with How To Create Your Whop Reimbursement Link (SOP 4).

How to connect your calendar to GoHighLevel

Legacy — not actively used.

Was done prior to launch. Not used anymore but still available here for AMs if needed.

Loom walkthrough Tango steps Typeform

How to add card details in Facebook Business Manager & ad account

Part of the "How to Create a Meta Business Portfolio" SOP — available as standalone if needed.

For people who missed this step during OB or overall process, especially if our ads team says they can't see this.

Loom walkthrough Tango steps Typeform

How to create your Meta Pixel

Should be sent upon AM intro.

Loom walkthrough Typeform

How to add Team to Whop — existing Whop account

To be sent to the client so their payment processor is created — use this one if the client has a Whop account (SOP 4 was previously completed).

Loom walkthrough Tango steps

How to add Team to Whop — no Whop account

To be sent to the client so their payment processor is connected — use this one if the client doesn't have an active Whop account (SOP 4 was not previously shared).

Loom walkthrough Tango steps

Granting AIA Access to Meta Business Suite/Portfolio

For people who missed this step during OB or overall process, especially if our ads team says they can't see this.

Typeform

— Client message template

How to send an SOP to a client

Copy this message if you need to and fill out the gaps before sending!

Hey [CLIENT NAME],

The next step we need to ensure is ADD SOP OUTCOME (example: create your Meta Pixel), so we can get everything configured and prepared for launch!

Please complete this form: ADD FORM LINK
This form includes a video walkthrough and a step-by-step guide on page 4 of the form.

Once you are done with the steps, go back to the form and when it asks "Were you successful?" click yes. That is what lets our team know on our end that everything is good to go!

Let me know once that is sorted and if you run into any issues!