What it is: Where their paid search ads run. Budget, keywords, performance — all managed here.

Why they need to own it: If it's under a previous agency's account, that agency can shut off access anytime and take all historical data with them.

Start by asking: have they run Google Ads before? Then work through the relevant scenario below.

1. Ask them to go to ads.google.com and log in.
2. If they have multiple Google accounts, click the profile icon top right and switch to the one the ads were set up under — usually their business Gmail.
3. The 10-digit Customer ID is shown top right (format: XXX-XXX-XXXX) — ask them to share it with you.
4. Pinpoint sends a linking request from our MCC (My Client Centre — our manager account that lets us handle multiple clients from one place).
5. They'll be notified via the bell icon inside Google Ads and also by email — they just accept it. Once accepted, Pinpoint has full manager access.

1. Ask who set up the account originally. If it was a previous agency, ask whether the client can introduce Pinpoint to them directly — a quick email intro is the fastest way.
2. If the previous agency is cooperative: they can either share the 10-digit Customer ID so Pinpoint can send a linking request, or grant Pinpoint access directly.
3. If the previous agency is uncooperative or unresponsive: note this and escalate to Lalit. Make the client aware that this is a risk — the previous agency could remove their access at any time.

1. Ask them to go to ads.google.com and log in — if an account loads, one exists under that Google account.
2. If nothing loads, try switching Google accounts (profile icon top right) — it may be under a different email.
3. Check the sales notes — Nick may have noted whether they've run ads before and with which agency.
4. If still nothing found, treat as Scenario 4.

1. Pinpoint creates a new account from our MCC: log in → click the + button on the Accounts page → Create new account.
2. Enter the client's business name, website URL, time zone, and currency.
3. On the same form, add the client's email as Admin — Admin is the highest level of access and means the client fully owns the account.
4. Click Create account — the client receives an email invite to accept.
5. Once they accept, help them set up billing:
   → Click the Billing icon (top right) → Settings → Payment methods → Add payment method

   → Enter their card details → tick "Set this payment method as primary" → click Save

   → If prompted: click Create new payment profile → set type to Organisation → enter business name and address → Create
6. Creating via MCC makes the client eligible for Google's free ad credits programme.

What it is: Tracks who visits their site, where they came from, and what they do on the site. It's how we measure what's working across all channels — Google Ads, SEO, social, everything.

Ask the client to go to analytics.google.com and log in with their Google account. Then work through whichever scenario applies:

1. Once logged in, they should see their property listed. Click on it.
2. Go to Admin (bottom left gear icon) → Account Access Management
3. Click the + button → Add users → enter marketing@pinpoint.digital → set role to Administrator → click Add

1. Ask the client if they know who set it up. If yes, ask if they can introduce Pinpoint to that person directly — a quick email intro is the fastest way.
2. If the client has some access but not Admin: they can still add Pinpoint as a user if they have Editor level or above — follow Scenario 1 steps above.
3. If they have no access at all: Pinpoint will reach out to the previous owner directly. Note the agency/developer name and flag it as outstanding.

1. Ask them to go to analytics.google.com — if a property loads automatically, one exists under that Google account.
2. If nothing loads, try switching Google accounts (profile icon top right) — it may be under a different email.
3. If still nothing found, treat as Scenario 4 below.

1. Ask the client to go to analytics.google.com and click Start measuring.
2. Enter their Account name (usually their business name) and click Next.
3. Enter the Property name and set the time zone and currency to New Zealand, then click Next.
4. Fill in their business details and click Create — accept the terms when prompted.
5. Once the account is created: go to Admin → Account Access Management → + → Add users → enter marketing@pinpoint.digital → set role to Administrator → click Add.
6. That's it — Pinpoint takes it from here and handles all the tracking setup.

What it is: GTM sits on the client's website and manages all tracking codes — Google Ads conversions, Facebook Pixel, GA4 events — without needing a developer every time something changes. Think of it as the engine room for all tracking.

Ask the client to go to tagmanager.google.com and log in. Then work through the relevant scenario.

1. Once logged in they should see their container. Click on it.
2. Go to Admin (top nav) → User Management → click the + button → Add users.
3. Enter marketing@pinpoint.digital, tick Administrator, and click Add.

1. Ask the client who set it up. If it was a previous agency or developer, ask if they can introduce Pinpoint directly — an email intro is the fastest way.
2. If the previous owner is cooperative: ask them to add marketing@pinpoint.digital as Administrator.
3. If the previous owner is unresponsive or uncooperative: note this and flag to Lalit. Pinpoint may need to install a fresh GTM container on the site instead.

1. Ask them to go to tagmanager.google.com — if a container loads, one exists under that Google account.
2. If nothing loads, try switching Google accounts (profile icon top right).
3. You can also check pre-call using Tag Assistant on their website — if GTM was detected, an account exists somewhere.
4. If still nothing found, treat as Scenario 4.

Set this up live on the call via screen share on the client's screen — the account should be created under their Google account, not Pinpoint's.

1. Ask the client to go to tagmanager.google.com and log in with their Google account.
2. Click Create Account (top right).
3. Enter the Account name (their business name) and select their country.
4. Under Container Setup, enter the Container name (their website URL, e.g. www.businessname.co.nz) and select Web as the target platform.
5. Click Create and accept the Terms of Service.
6. A code snippet will appear — tell the client not to worry about this, Pinpoint's team will handle the installation on the website after the call.
7. Once the account is created, go to Admin → User Management → + → Add users → enter marketing@pinpoint.digital → tick Administrator → click Add.

What it is: Shows how their site performs in Google search — which keywords bring traffic, indexing errors, and technical issues. The SEO team uses this constantly.

Ask the client to go to search.google.com/search-console and log in. Work through the relevant scenario.

1. Go to Settings (left menu) → Users and permissions → click Add users.
2. Enter marketing@pinpoint.digital, set permission to Full, and click Add.

1. Ask the client who set it up and whether they can introduce Pinpoint directly.
2. If the previous owner is cooperative: ask them to add marketing@pinpoint.digital with Full permission.
3. If uncooperative: note this and flag to Lalit. Pinpoint can verify the site independently using an alternate verification method (DNS record or HTML file).

1. Ask them to go to search.google.com/search-console and log in — if a property loads, one exists.
2. Try switching Google accounts if nothing loads.
3. You can also check pre-call using the inspect element method (Ctrl+F for google-site-verification) — if the tag exists, GSC has been set up.
4. If still nothing found, treat as Scenario 4.

1. Do this on screen share on the client's screen. Ask them to go to search.google.com/search-console and log in.
2. Click Add property → enter their website URL → click Continue.
3. Choose HTML tag as the verification method — copy the meta tag shown.
4. Before leaving the call, get the information Pinpoint's team needs to install the tag and complete verification. Ask the client:
   → Who is their hosting provider? (e.g. Crazy Domains, Razor Web, SiteGround, GoDaddy Hosting)

   → Do they have login access to their hosting account or website CMS? If yes, can they share it or add Pinpoint as an admin? (refer to Website / CMS Access section)

   → If the website was built by a developer — get that developer's name and contact details so Pinpoint can reach out directly
5. Note all of this as a post-call action for the team — include the hosting provider, any login details shared, and the developer contact if applicable.
6. Once the tag is installed and verified, add marketing@pinpoint.digital as a Full user: Settings → Users and permissions → Add users.

What it is: The listing that appears in Google Maps and the right-side panel in Google search. Reviews, hours, photos, and location — critical for any local business.

Ask the client to go to business.google.com and log in. Work through the relevant scenario.

1. Click on their business profile.
2. Go to the three dots (⋮) → Business Profile Settings → Managers → click Add.
3. Enter marketing@pinpoint.digital, set role to Manager, and click Invite.

1. Ask the client if they have any access to the profile. If yes, follow Scenario 1.
2. If the previous agency holds primary ownership: ask the client to request ownership transfer from the agency, or ask if they can introduce Pinpoint directly.
3. If uncooperative: note this and flag to Lalit. Google has a process to request ownership of a Business Profile if the current owner is inactive.

1. Ask the client to go to their Google Business Profile listing and click "Claim this business" or "Own this business?".
2. Google will walk them through a verification process (usually a phone call or postcard to the business address).
3. Once verified, follow Scenario 1 to add Pinpoint as Manager.

1. Do this on screen share. Ask the client to go to business.google.com → click Add your business to Google.
2. Enter the business name, category, and location details.
3. Complete Google's verification process (phone or postcard).
4. Once verified, add marketing@pinpoint.digital as Manager (the three dots (⋮) → Business Profile Settings → Managers → Add).

What it is: Their website address (e.g. businessname.co.nz). The most important thing is that the client owns it and controls it — not a developer or previous agency.

Start by asking who registered the domain and where it's currently held.

1. Ask the client to log in to their domain registrar (wherever the domain is registered — GoDaddy, Crazy Domains, Namecheap, etc.).
2. Look for a delegate access, user access, or account sharing section — the name varies by registrar. If unsure, Google "How to add delegate access to [registrar name]".
3. Invite marketing@pinpoint.digital with admin or full access.

1. Let the client know that owning their own domain is best practice — it means they're in full control and no one can pull it out from under them. That said, it's entirely their call. Don't push it.
2. If they'd like to transfer it: let them know Pinpoint can help. They'll need to contact whoever currently holds the domain and request an EPP/Auth code to initiate a transfer — or Pinpoint can reach out to the current holder on their behalf.
3. Once the EPP code is received, the client can transfer the domain to a registrar of their choice. Pinpoint can assist with the process.
4. If they're happy to leave it where it is for now: note it, make sure Pinpoint at least has delegate access (if the current holder allows it), and move on.

1. Do this on screen share. Ask the client to search for their preferred domain name on any domain registrar of their choice (GoDaddy, Namecheap, Crazy Domains, etc.).
2. Purchase it — .co.nz domains are typically under $40/year. Set auto-renew on during checkout.
3. Once purchased, follow Scenario 1 to add Pinpoint as a delegate.

What it is: Where Facebook and Instagram ads are created and managed. The ad account, Facebook page, and Instagram account all live here.

Start by asking if they have a Meta Business Manager account. Many small business owners don't — they just have a personal Facebook with a business page attached.

1. Ask them to go to business.facebook.com and log in.
2. Go to Settings → People → Add.
3. Enter marketing@pinpoint.digital, set role to Admin, and click Send Invite.
4. Also confirm: is their Facebook page and Instagram account connected to Business Manager? If not, they'll need to add them under Settings → Accounts → Pages / Instagram Accounts.

1. Ask the client if they have any admin access to the Business Manager. If yes, follow Scenario 1.
2. If the previous agency holds full control: ask the client to request either admin access or a business asset transfer from the agency.
3. A quick email intro to the previous agency from the client is often the fastest way. Note the agency name and flag as outstanding if unresolved.

1. Do this on screen share. Ask the client to go to business.facebook.com and click Create Account.
2. Enter their business name and business email, then follow the setup prompts.
3. Once created, add their Facebook page: Settings → Accounts → Pages → Add → Add a Page.
4. If they have Instagram, connect it: Settings → Accounts → Instagram Accounts → Connect Account.
5. Then follow Scenario 1 to add Pinpoint as Admin.

Do this on screen share. Create the Business Manager first — then create the Facebook page from within it so everything is connected from the start.

1. Go to business.facebook.com → click Create Account → enter the business name and email → follow the setup prompts.
2. Once inside Business Manager, go to Pages under the left menu → click Add → Create a new Facebook Page.
3. Enter the business name, category, and basic info → click Create Page. The page will be automatically linked to the Business Manager.
4. If they have Instagram: go to Settings → Accounts → Instagram Accounts → Connect Account.
5. Then follow Scenario 1 to add Pinpoint as Admin.
6. Allow extra time on the call if this is the case — it's the most involved setup.

What it is: Admin login to the back end of their website — where content is edited and pages are managed. Usually WordPress, Wix, Squarespace, or a custom CMS.

Start by asking who built the website and what platform it's on.

1. Ask them to log in to their website's admin panel.
2. WordPress: Users → Add New User → enter marketing@pinpoint.digital → set role to Administrator → Add New User.
3. Wix: Dashboard → Settings → Roles & Permissions → Invite People → enter email → set role to Co-owner.
4. Squarespace: Settings → Permissions → Invite Contributor → enter email → set role to Administrator.
5. Other CMS: ask the client how to add a new admin user — the process varies but the principle is the same.

1. Ask the client if they can request admin credentials from the developer.
2. If the developer is cooperative: ask them to either share the login or create a new admin user for marketing@pinpoint.digital directly.
3. If the developer is uncooperative: note this and flag to Lalit. Pinpoint will follow up directly. Note the developer's name and contact details.

1. Check pre-call using Tag Assistant — it can identify the CMS in some cases.
2. Alternatively, go to their website and look at the page source (right-click → View Page Source) and search for "wp-content" (WordPress), "wix.com" (Wix), or "squarespace" (Squarespace).
3. Once identified, follow Scenario 1 or 2 accordingly.