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Category: Account Management

Protected: Assigning Tasks & Doing Things

August 15, 2019 August 15, 2019 By Joe Ross

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Handling Task Assignments in KanBoard (IM)

November 13, 2017 November 7, 2017 By Joe Ross

Follow this procedure for every assigned Internet marketing task. This is critical for IM.

Protected: IM: Task and Project Management in KanBoard

October 27, 2017 October 4, 2017 By Joe Ross

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Protected: What if a client only wants to generate phone calls, not clicks?

October 27, 2017 September 13, 2017 By Joe Ross

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PPC: Where do our CPC estimates come from?

October 27, 2017 September 13, 2017 By Joe Ross

What to teach prospects or clients about our cost per click (CPC) estimates First, every major tool that provides CPC (cost per click) and keyword volume data, retrieves that information from the same source—Google. You can get it directly from

Read More PPC: Where do our CPC estimates come from?

Smart Insights Publication: How to Get the Best from Your Digital Agency

September 7, 2017 By Joe Ross

MANDATORY READING: This is a study of the marketing agency/client relationship from the perspective of the client.

Protected: Daily Email Contact Plan – Prospecting

October 27, 2017 August 28, 2017 By Joe Ross

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Client Content Planning Survey

August 22, 2017 August 22, 2017 By Joe Ross

Use this to help gain an understanding of what a client or potential client already has in place, as well as their goals, competitors, etc.

Protected: High Temperature – Problem Resolution

October 27, 2017 August 21, 2017 By Joe Ross

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Protected: Agenda: Client Report Meeting – 45 Minutes

October 27, 2017 August 21, 2017 By Joe Ross

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All Topics

AdWords (8) Agenda (7) Analytics (6) Blog Posts (7) Case Studies (1) Checklist (4) Client Questions (3) CRM (2) CRO (1) Dispute Resolution (2) Email Templates (1) Featured Snippets (1) Google Places API (1) Hosting (2) HubSpot (9) IM Unit (9) Internal (3) KanBoard (4) Knowledge Development (17) Landing Pages (5) Legal (1) Meeting Tools (14) PhotoShop (1) Popups (1) PPC (8) Project Management (1) Prospecting (6) Recruitment Resources (1) Reporting (8) Reputation Managment (1) Sales (18) Schema (1) SEMRush (8) SEO (16) SERP Features (1) Smart Insights (2) Unbounce (4) vTiger (3) Website Planning (4) WooCommerce (1) WordPress (2)

OCG Staff:

Joe Ross: President
joe@ocgcreative.com

Jill Rutherford: Vice President
jill@ocgcreative.com

Todd Smith: VP, Engineering
todd@ocgcreative.com

Chelsea Bosco: Dir. Design & Dev
chelsea@ocgcreative.com

Jessica Parikh: Account Manager
jessica@ocgcreative.com

Erin Vukelich: Field Strategist
erin@ocgcreative.com

Jena Forsberg: Field Strategist
jforsberg@ocgcreative.com

Brianne Lucia: IM Associate – Social Media
brianne@ocgcreative.com

Elizabeth Seang: IM Associate – SEO
elizabeth@ocgcreative.com

Cassidy Bosco: Writer
cassidy@ocgcreative.com

Michelle Bailey: Designer
michelle@ocgcreative.com

What’s New

  • Website Checklist for Website Go Live March 14, 2025
  • Protected: FluentForms/VTiger Webform Integration March 6, 2025
  • Protected: Recurring Contract Setup for Accounting January 22, 2025
  • Protected: Recurring Contract Setup for Accounting (Admin Profile) January 14, 2025
  • Google Maps Platform May 18, 2022
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