Set Yourself Up for Success
This checklist is designed to get you up and running quickly so you can start seeing results faster. Check off each step as you go and you’ll be on your way to mastering smarter, easier marketing and business growth with Olly Olly.
Your starter kit:
1. Verify your business info
Make sure your business details are fresh and accurate.
👉 Here’s how to do it.
2. Upload and approve photos
Bring your posts to life with authentic pictures. Customers love seeing the real you!
👉 How to manage your photo library
3. Connect your GBP & Facebook Business Page
Without this step, your posts can’t go live on these platforms. Let’s get them linked up!
👉 Connect Google Business Profile | Connect Facebook Business Page
4. List your services
Highlight what you do best! Adding services boosts your GBP ranking and allows to customize your review requests.
👉 Learn how to add services
5. Add leads and contacts
Whether individually or in bulk, keep your CRM organized and tag contacts for easy tracking.
👉 Add leads | Bulk upload | Add tags
6. Create a review link
A shareable review link or QR code makes asking for reviews a breeze. Add it to business cards or email signatures to spread the word.
👉 Set up your review link
7. Send your first review request
Ready to start building those 5-star reviews? Send your first request today—individually or in bulk.
👉 Individual review requests | Bulk review requests
8. Invite team members (if you have a team!)
Collaboration makes everything easier. Bring your team into the app.
👉 How to invite team members
9. Answer additional onboarding questions (bonus step)
Share more details about you and your business. This helps us provide better content, visuals, and overall suggestions just for you.
👉 Let’s get to know you better
Need Help?
At Olly Olly, we’re here to help your business succeed. If you’re feeling stuck or need a hand, we’re just a call away. Your account manager is ready to walk you through each step so you can get back to doing what you do best—running your business! Schedule a call with your Account Manager now!
