To monitor keyword rankings in search engines we use an open source tool called SERPOScope. It takes about 15 minutes to install, and about 3 minutes to update.   How do we update it? You will need a programmer or Server Administrator to make the update. They will follow the install instructions on the official SERPOScope […]

When we onboard new clients, or throughout certain types of projects for clients, we often need to create accounts on behalf of those clients. The problem is that we have to rely on the client to confirm emails, text, etc… sent to them during this process. Which historically causes confusion and delays resulting in failures […]

The Operations Manager, at our company, is ultimately responsible for ensuring they are aware of all operation-centric aspects of the company. In other words this means they are the face of the company to our staff and clients. Here are some primary examples of their responsibilities: What our company does, and it’s specific products and […]

You can watch this Loom video for instructions or follow the written ones below. Click on the Admin Area icon that is in the top navigation at the end of the list. Click Users from the left menu. Click New User button in the top right. Specify their First and Last Name in the Name […]

SSH into the server. The server IP address and SSH username and password are stored in our secure information storage utility. If that information does not work, it’s possible it’s out of date and you can recover it from our DigitalOcean.com account by navigating to that server and then selecting Access and resetting the password. […]

This article outlines the steps we need to take to set up a new staff member with everything they need.   We have two types of staff; permanent and temporary. But all are contractors. Permanent staff get email addresses because they may interface directly with clients. Temporary staff may work for us long term but […]

As of the writing of this document we rely on PayPal for charging clients cards, sending invoices and managing our finances. PayPal One Time Payments Hover over Tools > choose Virtual Terminal. Leave everything but the following as defaults: Amount Description – Should be the Product name. Or link to the Proposal if it’s multi-item. […]

First and foremost, an executive assistant is a catch all. But a catch all who should exercise autonomy in knowing when responsibilities can and should be delegated to another role. The primary goal of this person is to offload responsibilities from the executive team so they can focus on activities that grow and protect the […]

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In this video we show you how we store, access and manage clients credentials such as their WordPress username, SFTP credentials, social media account logins and more.