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GLSA Onboarding Process

Last Edited: 2026-06-29 01:32

Process SLAs

• Access Request: Submitted within 24 hours of task assignment.
• Setup Completion: Dependent on client document submission (standard target: 5–10 working days).

Global Priority Rule

• VERIFICATION COMPLIANCE: Background checks and documentation validation are Google-controlled bottlenecks. The strategist must check account status every 48 hours to resolve policy/verification reviews immediately.

PROCESS MAP

GATE 0 — ONBOARDING AUTHORIZED

• Trigger: Account Manager identifies opportunity or client requests GLSA setup.
• Owner: Account Manager → GLSA Strategist
• Entry Criteria:
  • Client has a physical address or service area eligible for GLSA.
  • Client agrees to GLSA terms.
• Exit Criteria (must all be true):
  • Setup task assigned in ClickUp.

GATE 1 — SCOPE & READINESS CONFIRMED

• Owner: GLSA Strategist
• Required Inputs:
  • Client intake info.
• Exit Criteria (must all be true):
  • Lead delivery flow, lead quality disputes, and budget mechanics explained to client.
  • Target service categories confirmed.
  • Client understands Online Access supports setup but does not charge recurring management fees for GLSA.

➡️ Expectations must be set regarding Google review timelines before requesting account access.

GATE 2 — AGENCY MANAGER ACCESS

• Owner: GLSA Strategist
• Exit Criteria (must all be true):
  • Link request sent using oapagepilot agency account ID: 931-545-9823. Invite to Manage PPC Accounts Procedure.
  • Client accepts invitation.
  • Agency manager link confirmed as Active.

GATE 3 — COMPLIANCE SUBMISSIONS

• Owner: GLSA Strategist & Client
• Required Inputs:
  • Active manager access from Gate 2.
• Exit Criteria (must all be true):
  • Client guided through the Google verification flow.
  • Required Client Submissions verified as uploaded:
    • Business Licenses.
    • General Liability Insurance certificate.
    • Background check applications for active field technicians.
    • Active Billing/Credit Card profile.

➡️ Blocker Protocol: If documents are rejected or missing, pause setup. Assign task back to coordinator listing what is missing, who owns it, and due date.

GATE 4 — SETTINGS & TARGETING OPTIMIZATION

• Owner: GLSA Strategist
• Required Inputs:
  • Approved verification status from Google.
• Exit Criteria (must all be true):
  • Service categories reviewed (irrelevant or low-margin sub-services unchecked).
  • Bidding settings configured to match target cost per lead goals.
  • Monthly budget caps set.
  • Service areas matched to the target cities tracked in Rank Report Benchmarking Procedure.

GATE 5 — VERIFICATION SIGN-OFF & LAUNCH

• Owner: GLSA Strategist
• Required Inputs:
  • Configured account settings from Gate 4.
• Exit Criteria (must all be true):
  • Google verification checkpoint cleared.
  • Call Tracking Preference confirmed:
    • Recommended: Separate tracking numbers for GLSA vs. Google Search Ads vs. GBP.
    • Alternate: Shared number logged if client accepts lower attribution accuracy. PPC Tracking Setup Procedure.
  • Account audited for final launch-readiness Google Ads GLSA Audit Procedure.
  • GLSA campaign activated.

➡️ Process complete.