Steal our playbooks.

How an 18-year agency runs a full marketing department — the systems, cadences and plays, in one book.

The end-to-end playbook to get found first in your city — maps, reviews, on-page and links.

Lifecycle, broadcast and automation — the email frameworks that nurture leads and bring customers back.

The exact process we use to plan, write, approve and ship content every week — copy it into your workspace.

Step-by-step to launch a Google/Meta campaign that doesn't waste spend — from tracking to first optimization.

Turn a new client into a running engagement in days, not weeks — kickoff, access, assets and the first 30 days.

Forty editable, on-brand post templates — carousels, quotes and promos — ready to schedule.

The proposal structure that closes — scope, pricing tiers and the framing that wins retainers.

Twelve conversion-tested landing layouts, wireframed and annotated — drop in your copy and ship.

A client-ready marketing dashboard — traffic, leads and spend tied to outcomes. Connect your sources and go.

Use Google's Site Kit plugin to add an existing Google Tag Manager container to a WordPress site, then check that it is working correctly.

Count a successful lead form submission as a Google Ads website conversion when the form sends the visitor to a dedicated thank-you page. Configure the tag in Google Tag Manager and check that it fires after the submission, not on the form page.

Configure a client workspace in 6am with the correct responsible user, business contact details, business address and defaults for new lead forms and sales cadences.

Define the right CRM fields for people and deals, organize them by group, and verify saved values without changing existing automations.

Define, order and maintain the stages used by your sales team, preserving linked opportunities and form configurations.

Invite verified users with least privilege, review seven-day invitations and confirm company access safely.

Grant, review and revoke independent company memberships while preserving other companies and an administrator.

Build a campaign link with consistent source, medium, and campaign labels, then check the copied URL. UTM parameters are labels added to a web address to describe where a marketing link comes from.

Review the business profile, fields, pipelines and company access; record evidence and outstanding items before client handoff.

Create a Google Analytics 4 (GA4) property and a website data stream, then save their IDs for the person who will install tracking. A property holds your reporting data; a stream is the website source inside it.

Create a home for your website’s tracking setup and save the account and container details for the person who will install it.

Add one Google tag through Google Tag Manager, test it in Preview, and confirm that GA4 receives a normal page view after publishing.

Let an agency change settings in one Google Analytics 4 (GA4) property without giving it permission to manage users. A property is the reporting space for your website or app.

Let an agency prepare tag changes in one Google Tag Manager (GTM) container. The agency can edit the working draft; your publisher keeps control of saving versions and making changes live.

Use Google Analytics 4 (GA4) to count visits to the thank-you page shown after a lead form is submitted. Create a generate\_lead event and mark it as a key event, an action important to your business. This method counts thank-you page visits, not unique leads.

Give one agency Google Account Standard access to an existing Google Ads account, then confirm the saved role and the recipient's access to the correct customer ID.

Count one click on a defined outbound link as a Google Ads website conversion. Match that link with a Google Tag Manager trigger, then check the click in Preview and the published container. This measures the click, not a completed action on the destination site.

Review one Google Ads Search account, check what it counts as a result, compare two date ranges, decide whether the numbers are reliable enough to judge, and record a list of recommended next steps in the supplied worksheet.

Count a successful Contact Form 7 submission as a Google Ads website conversion using GTM4WP’s success-only data layer event. The method distinguishes success from invalid, spam, and failed attempts on the same page.

Count clicks on one link to another page of your own website. Create a Google Ads action, connect its Tag Manager trigger, and test that only the chosen link sends the conversion.

Send each WooCommerce order that the store counts as a purchase to Google Ads with its order value, currency, and unique transaction ID. The guide asks you to choose whether the action belongs in default bidding or measurement, leaves custom goals unchanged, defines whether the selected order statuses mean paid sales or orders awaiting payment, then checks that the browser sends one purchase tag and does not send it again when the same confirmation page is reloaded.

Add one Web container for a website to the correct existing Google Tag Manager account, then save the account and container details for the person who will install it.

Choose how Google Analytics 4 (GA4), Google's website reporting tool, should count a form success or store order. Match the method to what the website reports after a form succeeds or a store records an order: a dedicated thank-you page, a same-page Contact Form 7 success response, or a completed WooCommerce order.

Choose a Google Analytics 4 (GA4) setup for one WordPress site, check what your business already has, and write the next steps in order. This guide helps you plan the setup; the linked guides explain how to make each change.

Use Google Analytics 4 (GA4) to count one successful Contact Form 7 response as a lead. The GTM4WP WordPress plugin sends Google Tag Manager a small message about the form result and ID; keep what visitors typed out of that message.

Send Google Analytics 4 (GA4) WooCommerce order items, value, currency, and a unique order number when the buyer’s browser reaches the order confirmation page while the order has a status the store counts as a purchase. GTM4WP adds the order data to the data layer, and one Google Tag Manager event tag sends it. A later order-status change in WordPress does not send this browser event by itself.

Choose a suitable way to give one named agency teammate access to an existing Google Ads account, Google Analytics 4 (GA4) property, or Google Tag Manager (GTM) container. Match the permission to the work, check whether access already exists, and send the teammate to the supported access guide or the right account owner.

Make one clearly labeled visit through a UTM link, a URL with labels for its source, medium, and campaign. Then check whether Google Analytics 4 (GA4) reports those same values for the session. Standard reports can take 24–48 hours to process new data and may change while processing. This is an estimate, not a required wait or guarantee.

Prepare the details a teammate needs before setting up tracking and campaigns for an existing Google Ads client. Use the supplied worksheet to collect the client’s goal, account details, access, and next steps. This guide prepares the handoff; tracking setup and campaign launch come afterward.

Inspect one page in Google Search Console to see Google’s latest indexing result and whether the current page passes the live checks. Compare the site’s preferred URL with Google’s chosen canonical and record what a site maintainer should review. This check reports status; it does not change the page or request indexing.

Give Google the sitemap index that Rank Math already creates for your WordPress site, then record whether Google could read it. A sitemap lists page addresses; a sitemap index links to the separate lists for your pages, posts, or products. Submission does not guarantee that those pages will appear in search results.

Review one public page for its on-page search engine optimization (SEO), using its purpose and one main search phrase as the guide. Record visible findings and useful changes for the page owner; leave website edits to the owner.

Find the sitemap index that Yoast SEO already generates, submit that exact URL to the matching Google Search Console property if it is not listed, and record Google's report result. A sitemap helps search engines discover page addresses; a successful sitemap read does not mean those pages are indexed.

Find the XML sitemap that All in One SEO already generates, submit that exact URL to the matching Google Search Console property if it is not listed, and record Google's report result. A sitemap helps search engines discover page addresses; a successful sitemap read does not mean those pages are indexed.

Give Google the sitemap index that SEOPress already creates for your WordPress site, then record whether Google could read it. A sitemap lists page addresses; a sitemap index links to the separate lists for your pages, posts, or products. Submission does not guarantee that those pages will appear in search results.

Use free Google searches and real business facts to make an ordered plan of useful pages. Each idea has one main phrase, public evidence, a reason the business can help, and a next action. This method does not estimate search demand or ranking.

Use Google Search Console to find existing pages that deserve a closer look. Compare page and query data across two labeled periods, check the page itself, then order practical review actions without assuming every change in Search performance needs a fix.

Turn one chosen topic and main search phrase into a clear page plan a writer can use. Use search results as clues about the reader’s task, then support the outline with reliable sources and confirmed business facts.

Choose what to count in Google Ads, check how your website shows that it happened, and find the setup guide that matches your form, link, or store.

An SEO (search engine optimization) plugin helps manage a site's search settings. A sitemap is a list of page addresses that can help Google find pages, but submitting one does not guarantee Google will crawl or index them. Use the active plugin list to open the matching Google Search Console guide.

Choose your next task: find a new page topic, review an existing page, or prepare a writer brief.

Search engine optimization (SEO) helps people discover useful pages. Improve one existing or in-progress WordPress page so its main heading, sections, and answers help the intended reader finish a clear task. Use Google results to understand the kind of page people expect, then write reliable content and check the saved page. This work does not promise a ranking change.

For a new or existing WordPress post or page, set an accurate SEO title and meta description with its already active Rank Math plugin. Save it as a draft if review remains; if ready and you have publishing rights, publish or update it, then check the values in the live page source. The search preview is an example, and Google may show different wording for a query.

For a new or existing WordPress post or page, set an accurate SEO title and meta description with its already active Yoast SEO plugin. Save it as a draft if review remains; if ready and you have publishing rights, publish or update it, then check the values in the live page source. The search preview is an example, and Google may show different wording for a query.

For a new or existing WordPress post or page, set an accurate SEO title and meta description with its already active All in One SEO (AIOSEO) plugin. Save it as a draft if review remains; if ready and you have publishing rights, publish or update it, then check the values in the live page source. The search preview is an example, and Google may show different wording for a query.

For a new or existing WordPress post or page, set an accurate SEO title and meta description with its already active SEOPress plugin. Save it as a draft if review remains; if ready and you have publishing rights, publish or update it, then check the values in the live page source. The search preview is an example, and Google may show different wording for a query.

Plan and add useful links between related pages on your WordPress site. Choose a target page, find existing pages that help its readers, use clear link text, and test each link after the pages are public.

Choose images that help readers, resize and compress oversized files without losing useful detail, add them in the WordPress block editor, write useful alternative text, and check the finished page on phone and desktop.

Improve one WordPress page around a real reader need: plan the content and URL, update the page's search title and description with its active SEO plugin, improve images and internal links, then check and hand off the finished page.

Test representative, important pages on mobile and desktop, separate real-user field data from simulated lab results, identify a supported bottleneck, and assign the next improvement with a like-for-like retest plan.

Prepare a recoverable WordPress backup, check for an existing page cache, enable WP Super Cache's recommended Simple mode for anonymous public pages, verify its cached homepage and key site functions, and compare the same page before and after.

Choose the right guide to investigate and fix WordPress indexing, crawling, redirects, broken links, or page-speed problems.

Use the Page indexing report to decide which groups of missing URLs are expected, investigate representative pages that should appear, and give the site owner an ordered fix or monitoring plan. The report reflects Google's processed data, so a recent change or a small site may show limited results.

Compare the public robots.txt file with Rank Math's editor, keep the current rules and any existing Sitemap line, make one evidence-backed narrow crawl change, then read the public file and key URLs again. robots.txt controls crawler access; it does not protect private information or reliably remove URLs from search results.

Move one WordPress URL permanently to its relevant replacement. Decide whether to redirect, configure the exact old path and its query/slash behavior, confirm a real 301 reaches the final page, update known internal links, and disable a bad rule if needed.

Build a complete, explicit map from old WordPress paths to relevant final pages, prepare Redirection's four-column CSV, preview and import it into a dedicated group, then test every imported path and update known owned links. Keep unmapped or unsafe rows out of the import and retain a clear rollback.

Set a page-level noindex rule for one public WordPress page with Rank Math, keep it reachable by URL, and check Google’s current live test.

Tell Google which version of duplicate or very similar WordPress pages you’d prefer to appear in search results.

Set a page-level noindex rule for one public WordPress page with Yoast SEO, keep it reachable by URL, and check Google’s current live test.

Tell Google which version of duplicate or very similar WordPress pages you’d prefer to appear in search results.

Set a page-level noindex rule for one public WordPress page with All in One SEO, keep it reachable by URL, and check Google’s current live test.

Tell Google which version of duplicate or very similar WordPress pages you’d prefer to appear in search results.

Set a page-level noindex rule for one public WordPress page with SEOPress, keep it reachable by URL, and check Google’s current live test.

Tell Google which version of duplicate or very similar WordPress pages you’d prefer to appear in search results.

Choose the right setting for how Google visits and lists a WordPress page, then follow the matching guide.

See what Google can read from a public page, which supported search features it may qualify for, and what to check or fix next.

Help Google understand your WordPress article by checking its author, dates, image, and article settings in Rank Math.

Help Google understand your WordPress article by checking its author, dates, image, and article settings in Yoast SEO.

Identify whether a WordPress URL is an article or simple WooCommerce product, check its current search data, then choose one approved setup or a clear owner handoff.

Check a simple WooCommerce product's public product data, correct only inaccurate source fields, and retest the page's structured data.

Find the likely reasons for a drop in Google Search traffic and decide what to check or fix next.

Compare GA4 Organic Search sessions, useful landing pages, and the lead and purchase results your property can measure.

Turn monthly search and business results into a clear report with wins, problems, prioritized actions, owners, and follow-ups.

Publish a native 6am form, share its link or embed it on your site, and verify submissions without overwriting existing contacts.

Turn accepted form submissions into assigned sales opportunities and tasks with calendar deadlines.

Route each form request to the right pipeline and owner, preserve the original answers, and handle repeated submissions and identity exceptions.

Publish one-host availability, confirm a visitor reservation and verify the contact, occupied slot and cancellation.

Add the same booking calendar to HTML, Astro, WordPress or another site that accepts iframes, then verify the complete visitor flow.

Configure separate change cutoffs, use private appointment links and verify rescheduling, cancellation and history in 6am.

Connect one calendar, any website embed and private customer changes, then verify the complete journey and hand it over to operations.

Verify two records belong to the same person, choose each surviving value and merge contacts with an audit trail in the correct 6am workspace.

Prepare a clean CSV, review matches and import contacts into the correct 6am workspace.

Choose the import mode, review matches and changes, run a small pilot, and reconcile saved contacts with the row report.

Run a controlled import, reconcile row results, correct individual records and resolve confirmed duplicates using the native 6am workflow.

Create, apply, remove and maintain workspace tags in 6am, with verified selections and preserved labels during merges.

Build, preview and maintain workspace contact segments using current fields and tags, with clear AND/OR rules.

Configure tags on one native 6am form, verify new and repeated submissions, and use the resulting contacts in dynamic lists.

Choose existing fields, tags and dynamic lists; verify inclusion and exclusion before routing contacts or preparing a newsletter.

Set up one eligible local business on Google, complete the verification Google offers, and check that the saved profile matches the owner-confirmed business facts.

Compare a Business Profile with owner-confirmed facts, correct confirmed details for one location, and check whether Google accepted each change.

Choose a genuine logo, cover, and one or more useful business photos, upload each to its role, and check what Google shows.

Share a neutral Google review invitation with customers and respond to published reviews with clear, privacy-safe replies.

Choose the right post type, share an accurate business update with customers, and confirm Google has made it live.

Compare two complete reporting periods, check what the numbers mean for your business, and choose the next useful action.

Choose the right setup or improvement guide, fix customer-facing information first, and use a monthly performance check to guide your next action.

Set up a business-owned Google Ads account and give your agency a clear account handoff before any campaign work begins.

Find the searches your audience makes, check what searchers want and which pages already answer them, then choose which useful pages to create or improve.

Review the site’s ranking pages, check the live pages and search results, then order justified improvement work.

Choose whether to study a competitor’s ranking pages, find genuinely new search topics, or investigate its backlink patterns, and leave with the right next procedure.

Map a relevant competitor’s ranking queries to the pages and topics behind them, then choose a practical next SEO action for your own site.

Use Semrush to find topics competitors rank for, check your site and Google results, and decide whether a new page or existing-page review is warranted.

Compare a relevant competitor’s link profile, inspect representative referring pages, and choose realistic link-worthy work for your own site.

Track each request with a contact, pipeline, stage, owner and explicit open, won or lost status.

Assign, schedule, complete and cancel sales follow-up tasks while preserving the original request.

Send each contact list to the right sales pipeline and review owners, next actions and deadlines in app.6am.ag.

Configure cadences, evaluate stage criteria against recorded evidence, track contact points and advance opportunities with an auditable decision.

Record verified proposal sending, review response deadlines and organize the next action on the exact sales opportunity.

Review overdue tasks, missing next actions, overdue proposals and received replies by pipeline and opportunity owner in 6am.

Review documented permission and deduplicated recipients, approve the message, send now or schedule with a time zone, and inspect results.

Review an opportunity email, explicitly request one real send and distinguish queue, provider acceptance and delivery while preserving the next task.

Diagnose delayed, expired, failed or uncertain email sends; assign an investigation and record recipient confirmation separately from provider status.

Track the searches that matter to your website in one market and device, then save a first baseline with the pages actually ranking.

Check the problems Semrush finds, identify the pages that matter, and turn the findings into an ordered plan with clear next actions and owners.

Find links that send readers to missing pages, choose a useful repair, and check the saved changes with a fresh crawl.

Trace unwanted redirects, repair owned rules and source links, and confirm visitors reach the right page without a chain or loop.

Help shoppers understand one product and give it accurate, distinctive search copy using the facts that make it useful.

Help shoppers compare a useful product group with a clear category introduction, relevant products and accurate search copy.

Help shoppers understand one product and give it accurate, distinctive search copy using the facts that make it useful.

Help shoppers compare a useful product group with a clear category introduction, relevant products and accurate search copy.

Help shoppers understand one product and give it accurate, distinctive search copy using the facts that make it useful.

Help shoppers compare a useful product group with a clear category introduction, relevant products and accurate search copy.

Help shoppers compare a useful product group with a clear category introduction, relevant products and accurate search copy.

Help shoppers understand one product and give it accurate, distinctive search copy using the facts that make it useful.

Choose the right guide for a product, category, image, link or technical problem and know how to check the improvement.

Improve an existing page with useful, accurate changes, keep its current address, and save a clear record for later comparison.

Decide which overlapping pages to keep, clarify, consolidate or investigate using Google Search Console.

Combine pages that serve the same reader task, preserve useful material, and make every retired address reach the checked preferred page.

Find useful connections across your website and turn crawl findings into an ordered link plan with clear placements, owners and checks.

Exclude searches for things your business does not offer while protecting searches that could bring useful customers.

Write a truthful Search ad that matches what people want, check its combinations, and save it for review before launch.

Create a short monthly Search ads report explaining results, measurement limits, and the next actions with owners.

Connect your WordPress website to Google Search Console and verify ownership using Yoast SEO’s Google verification setting.

Connect your website’s search visibility to Google Analytics and make its search reports available to your team.

Connect one Google Ads account to Google Analytics for measurement and check the saved link, tagging and access settings.

Create the account, reporting property and website data stream you need before installing Google Analytics on your site.

Add a cookie banner that passes visitors’ choices to Google tags, then check acceptance, refusal and changed preferences.

Keep staff browsing and tracking tests out of future GA4 reports after checking both filters in Testing mode.