★ Onboarding

Welcome to Melleka Marketing

Your complete guide to every SOP, tool, and workflow you need to succeed. Bookmark this page — it is your go-to reference for everything.

Welcome

Before You Start

This guide covers every standard operating procedure at Melleka Marketing. Use the sidebar to jump to any section. Each SOP is broken down into clear, numbered steps you can follow exactly.

Pro Tip: Keep this guide open in a pinned browser tab. When in doubt about how to do something, check here first before asking.

Key Tools You Will Use

  • GoHighLevel (GHL) — CRM, email campaigns, funnels, workflows
  • SEMrush — SEO keyword research, site audits, competitor analysis
  • Google Ads — Search and display advertising
  • Meta Ads Manager — Facebook and Instagram advertising
  • Canva — Design and creative assets
  • WordPress / Elementor — Website editing and SEO page building
  • Klaviyo — Email marketing for certain clients
  • Mailchimp — Email marketing for certain clients
  • ChatGPT — Content writing, ad copy, email code generation
  • Zapier — Automations and lead routing
  • Melleka Appapp.melleka.com
  • Listingslisting.melleka.com/mellekaadmin

Email Campaigns

Design Rules

  • Always keep the background white. Colored backgrounds have a higher chance of being marked as spam.
  • Place logos either at the top with the header OR at the bottom just above the footer — never floating randomly in the middle.
Important: Any colored background other than white significantly increases your spam risk. Keep it clean and simple.

Setting Up an Email Domain

  1. Purchase an email domain on GoDaddy — buy for 1 year only.
  2. Use a professional but disposable domain name (not your client's main domain).
  3. No Domain Protection needed.
  4. Once purchased, go to Settings > Email Services.
  5. Find "Dedicated Domain".
  6. Click the three dots in the top left, then Set Headers.
  7. Fill in the header info and set the email address you want to use.
  8. Configure in Domains & URL Redirects as needed.
Use a GoDaddy sign-up link from your team lead if one is provided for discounted pricing.

GHL Email Campaigns (e.g., Fiber Sales)

Step 1 — Prepare the Image

  1. Download the email campaign image from Canva.
  2. Make sure the image size is at least 1,800px wide so it's big and legible.
  3. Go to GoHighLevel > Media Storage.
  4. Upload the image, then click on it and copy the link.

Step 2 — Generate the HTML Code

  1. Open a ChatGPT tab and paste this prompt (fill in the blanks):
I need you to write me an HTML code. New image and hidden text. This is the image: [INSERT IMAGE LINK] 500px wide centered The image needs to redirect people to this site when they click on it: [INSERT REDIRECT URL] Please include a hidden preview text in beginning of email code: "[INSERT PREVIEW TEXT]" At the footer, all centered, include: "[Company Name] [Address Line 1] [Address Line 2] © 2025 [Company Name]. All rights reserved." Add the unsubscribe link to the footer: [INSERT UNSUBSCRIBE LINK]

Step 3 — Get Subject Line & Preview Text

  1. Open a second ChatGPT tab.
  2. Drop the same image and ask for a subject line and preview text.
  3. Copy the new preview text back to your first ChatGPT tab.

Step 4 — Verify the Unsubscribe Link

  1. Go to GHL > Marketing > Trigger Links.
  2. Find the first unsubscribe link and verify it's correct.
  3. Go back to the first ChatGPT and enter the completed prompt.
  4. Copy the generated code.
Don't forget: Always change the unsubscribe link when switching between GHL V2 and V3 accounts.

Step 5 — Build in GHL

  1. Go to GHL > Marketing > Emails > New Campaign > New > Blank.
  2. Open the Code Editor.
  3. Delete the default code and paste your new code from ChatGPT.
  4. Title the campaign and hit Save.
  5. Choose Send or Schedule.

Step 6 — Scheduling

  1. Click the Schedule button.
  2. Select the correct date (check the spreadsheet) at 9 AM.
  3. Sender Email: Make sure it's the correct email for this account.
  4. Sender Name: "Account Services"
  5. Subject Line: Copy and paste from ChatGPT.
  6. Preview Text: Leave blank — it's already embedded in the HTML code.
  7. Recipients: Send to the correct Smart List (check the spreadsheet for the right contact list).

SEO

Finding Keywords

  1. Find a competitor's website in the same business and area as your client.
  2. Use Google to search for keywords your client wants to appear for.
    Example: Client is Strike PT — search "sports therapist north hollywood"
  3. Click on a competitor's link from the search results.
  4. Log in to SEMrush.
  5. Paste the competitor URL into the "Enter Domain, URL, or Keyword" search bar and press Enter.
  6. Keywords will appear in the middle of the page under "Top Organic Keywords".

Choosing Keywords

When selecting which keywords to target, prioritize:

  • High Volume — more people are searching for it
  • High KD (Keyword Difficulty): Focus on Very Easy and Easy — use Possible sometimes

Magic Tool Quick Reference

MetricTarget Range
Possibility0 – 49
Position19 – 100
Volume11 – 1,000,000

Building an SEO Page in WordPress

  1. Log in to WordPress.
  2. Click Pages in the left sidebar.
  3. Clone or duplicate a page you like.
  4. Rename the clone using Quick Edit — name it after your SEO keyword.
  5. Click Edit on the page.
  6. Set the Focus Keyphrase to your SEO keyword.
  7. Write the SEO Title (ChatGPT can help). Keep it under 60 characters.
  8. Write the Meta Description (ChatGPT can help). Keep it under 160 characters.
  9. Ensure both the SEO Title and Meta Description ratings are green. Shorten if needed.
  10. Click "Edit with Elementor" to start designing the page.

Writing SEO Content with ChatGPT

Use this prompt template when creating SEO content:

Can you help me create SEO pages for this company: [INSERT WEBSITE] I want the SEO page to focus on the keywords: [INSERT KEYWORD] I want the SEO page to be formatted this way: [INSERT LINK TO EXAMPLE SEO PAGE] I want the page to sound professional and human-like. Please explain the benefits of our services and for any service or staff information please refer to the website only! Do not advertise anything we do not have or any staff that we do not have on board.

SEO Blog Prompt

Can you make me an SEO blog for this client: [INSERT CLIENT WEBSITE] Can you make it follow this format: [LINK TO SEO PAGE] Use keyword: [INSERT KEYWORD] Provide 5 alt image text Make sure to keep meta title 60 characters or less and meta description 160 characters or less Ensure keyword is included in the meta description Make sure to include focus keyword at least two times in the H2 titles Make sure: Do not use EM dashes Make it sound human like
Pro Tip: After generating content, run it through Grammarly to check the AI score, then read through the entire article yourself before publishing.

Enhancing SEO Pages

  • Add alt image text to every image using the target keyword
  • Include the keyword in H2 and H3 titles
  • Ensure the keyword appears in the meta description
  • Keep the post title to 60 characters and meta description to 160 characters

What to Show Clients — Results

When presenting SEO work to clients, always show measurable results:

  • Organic Traffic
  • Organic Keywords
  • Organic Traffic Cost
  • SEMrush Rank
  • Backlinks
  • Referring Domains
Think results! Showing the numbers is how clients see the value of your SEO work.

Content Creation

Design Rules

  • Always have text spaced and aligned perfectly — leave a little room on both sides.
  • Never use cartoon graphics (stay away from them for the most part).
  • Refrain from being text-heavy — keep it clean and concise.
  • Don't include the client's brand logo on the creative — it already appears on the ad itself.
  • Avoid dark text on dark backgrounds and light text on light backgrounds.

Canva Tips

  • To restore anything the background remover deleted: go to Background Remover > Edit > Restore.

Design Tips

  • Underline in red any attention-grabbing words like "free", "15% off", etc.

Meta Ads

Setting Up a Meta Campaign

  1. Go to Ads Manager and search for the client account.
  2. Go to Campaigns > Create.
  3. Select your campaign objective (e.g., "Services Meta").
  4. Click Edit, then click on the Ad Name / Ad Set.
  5. Turn OFF Multi-Advertiser Ads.
  6. Use ChatGPT for descriptions:
"I am creating Meta Ads for a marketing agency: melleka.com Please come up with a catchy headline and primary text (with CTA) and emojis, then write a description/summary of the company. Do your research on them / look at their website." You can add the topic, e.g.: "topic is PPC"

Lead Forms

  • 2FA is standard
  • Conditional Logic is standard
  • No intros

Things to Turn OFF

  • "Reach people beyond your detailed targeting selections when it's likely to improve performance"
  • "Audience Advantage Plus"
  • Multi-Advertiser Ads
  • Threads (under Platforms)
Rule of Thumb: Each ad set needs its own budget. Use detailed targeting heavily. Set max age to 64 — people over 65 usually aren't scrolling social media.

Placement Settings

Turn OFF These Placements

  • Messenger Stories
  • Facebook / Instagram Reels Ads (only for still images)
  • Facebook / Instagram Search Results
  • Facebook Marketplace
  • Facebook Right Column
  • Messenger Inbox
  • Facebook Notifications
  • Search Results Section
  • Apps & Sites Section
  • In-Stream Ads Section (turn off ONLY for still images — keep on for video/reels)

Keep ON These Placements

  • Facebook Feed
  • Instagram Feed
  • Instagram Explore
  • Instagram Explore Home
  • Facebook Business Explore (only if applicable to businesses)
  • Stories and Reels — keep everything ON except Messenger Stories
For Reels and animated content only: Go to Ad Set level > Placement Controls. Ensure "Stories and Reels" is turned on but everything else (feeds, in-stream ads, search results, apps and sites) is turned off.

Detailed Targeting Tips

  • Business clients: Target "Business Page Admins"
  • Nash (example): Target newlyweds, homeowners, age range 25+ to 64

Retargeting Campaign Setup

Campaign Level

  1. Select Sales Objective > Purchase > Form Submissions.
  2. Set up the pixel for Purchase.
  3. Performance Goal: Maximize Conversions (when starting).
  4. Choose the correct pixel and set Conversion Event to Purchase.

Checking Pixel Events

  1. Go to Events Manager > Datasets.
  2. Choose the pixel and click Overview to see Page Views, Add to Cart, etc.
  3. Under Settings, scroll down and ensure these are turned on:
    — Automatic Website Matching
    — Track events automatically without code
  4. Click Set up events, enter the website URL, and click on ad events to configure tracking.
Key Concept: "Purchase" is the final conversion — the biggest win. "Add to Cart" tracks how many people started the form but dropped off for any reason.

Checking if a Client Has a Pixel

Install these Chrome extensions:

  • Meta Pixel Helper
  • TagHound

Custom Audience for Retargeting

  1. Go down to Custom Audience > Create New > Website.
  2. Set as a suggestion only — always click off the "Use as" setting.

GoHighLevel (GHL)

Purchasing & Swapping Domains

Purchasing a Domain

  1. Go to GHL > Settings > Domains.
  2. Click Purchase a Domain.
  3. Type out the domain name and check availability.
  4. Always purchase for 1 year.
  5. Agree and buy.

Switching to a New Domain

  1. Go to Settings > Email Services > Dedicated Domain and IP.
  2. Click Add Domain.
  3. Enter the new domain name and click Add & Verify.
  4. Click Continue.
  5. Select Auto Configure DNS and click Add Records.
  6. Check the new domain, then click the three dots.
  7. Click Set Headers.
  8. Set "From Name" to Account Services.
  9. Set "From Email" to orders@[newdomain].

Unsubscribe / SMS Opt-Out Page

  1. Go to Sites > Funnels > Create Blank Page.
  2. Name it "SMS Opt Out" with path /sms-opt-out.
  3. From the blank page: Full Width > Add a Row > Column > Headline.
  4. Headline text: "You've successfully opted out of SMS messages from [Client Name]"
  5. Subheadline: "Please allow up to 48 hours for all communications to stop. If you change your mind, you can always re-subscribe by visiting our Home or Contact Page."
  6. Connect the domain to the site domain and Publish.
  7. Copy the page link (found next to the gear icon on the Steps page).
  8. Go to Marketing > Trigger Links.
  9. Name the link "Opt Out" or "Unsubscribe" and add the link.
  10. Go to Automation > Workflows > Create from Blank.
  11. Add new trigger: Trigger Link Clicked.
  12. Name the workflow trigger "Unsubscribe" or "Opt Out".
  13. Add the trigger you just created and Save.

Getting a Toll-Free Phone Number

  1. Go to GHL > Settings > Phone Numbers > Add Phone Number.
  2. Select a toll-free number — preferably 800 or 866.
  3. After purchase, verify the number.
  4. Click the button to verify on the phone number.
  5. You will need the client's Article of Incorporation.
  6. You will also need their EIN Number (if not already included in the article).

Klaviyo Email Campaigns

Upload Content & Create Campaign

Content Upload

  1. Go to Content in the Klaviyo Dashboard.
  2. Click Images & Brand.
  3. Upload your image.
  4. Click on the image — it opens in a separate window.
  5. Copy the link.

Creating the Campaign

  1. Go to Campaigns.
  2. Create your campaign using the copied image link.
Pro Tip: With Klaviyo, there's no need to manually insert an unsubscribe link — Klaviyo handles that automatically.

Mailchimp Setup

Setting Up Mailchimp with a GHL Domain

  1. Go to GHL > Select Subaccount > Settings > Domain & URL Redirects.
  2. Purchase the domain and buy for 1 year.
  3. Go to Email Services > Dedicated Domain and IP.
  4. Click Add Domain and enter the domain name.
  5. Proceed even if it gives a warning (it's their subdomain — this is expected).
  6. Click Add Records > Auto Configure.
  7. Check the email and set the dedicated headers (e.g., info@ or emails@).
  8. Go to Mailchimp > Settings > Account & Billing > Domain.
  9. Enter the email address (the header you just set).
  10. Go back to GHL Conversations tab to get the verification code.
  11. Enter the code in Mailchimp and Start Authentication.
  12. Follow the authentication steps — go to GHL > Domain and URL > DNS Records.
  13. Add a CNAME record: Name = provided value, Target/Value = same thing.
  14. Use Propagation Check to verify.
  15. If it warns about duplicate records, go back to GHL and delete the duplicate.
  16. Once authenticated, you can start making email campaigns.

Bing Ads

Setting Up Bing Ads

  1. Sign up with Microsoft — the email must be @outlook or @hotmail.
  2. Create an account only.
  3. Best practice: Keep the ad account under its own manager account.
  4. Verify your account FIRST before transferring anything.
  5. To verify: The business domain email address must match the website.
  6. After verification, import from Google Ads to create your campaigns.
Critical: Do NOT transfer your Google Ads or any assets before verifying. Doing so will flag your account.

Email Domain Setup

See the Email Campaigns section above for the full email domain purchase and setup flow via GoDaddy and GHL.

Domain Verification on Meta

Verifying a Domain on Meta

  1. Go to Ads Manager > Business Settings > Brand Safety > Domains.
  2. Click Add New Domain.
  3. Meta will give you a meta tag to place on your website.

On GoHighLevel

  1. Log in to GHL and go to Sites.
  2. Open the funnel or website connected to the domain.
  3. Click Edit Page on the homepage.
  4. Click the Settings (gear icon) in the top menu.
  5. Click Tracking Code.
  6. In the Header section, paste the Meta verification tag.
  7. Publish the page.
  8. Open a new browser, navigate to the landing page, right-click and View Page Source to confirm the tag is there.

On WordPress

Option 1 — Theme Header Code Area:

  1. Go to Appearance > Customize or Theme Options.
  2. Look for Header Scripts, Custom Code, or Head Code.
  3. Paste the meta verification tag and save.

Option 2 — Using a Plugin:

  1. Install "Insert Headers and Footers" (by WPBeginner) or "Header Footer Code Manager".
  2. In the plugin settings, choose Header.
  3. Paste the meta verification tag and save.

Changing Blog Title Color (Squarespace)

Each page on Squarespace has a unique ID you can find in the source code. To update the title color on just one page without affecting others:

#item-[UNIQUE_PAGE_ID] .entry-title { color: #228B35 !important; }

Find the page ID by inspecting the page source, then add this CSS in Design > Custom CSS.

CRM Management

The Golden Rule

NEVER import or export CRM data. This is a strict rule — no exceptions. All CRM data management must be done manually within the platform.

Listings

Listing Management

Access the listings platform at: listing.melleka.com/mellekaadmin

Making Users Admin

  1. Click the View button (eye icon).
  2. Click Grant Pro.
  3. Click the View button again.
  4. Click Make Admin.

Once the client signs up, proceed with listing their business information.

Zapier — Zaps to Emails

Facebook Leads to Email

  1. Go to Zapier > Create > Zaps.
  2. On Trigger, select Facebook Lead Ads.
  3. Trigger Event: New Lead.
  4. Select the Account, Page (e.g., Melleka Marketing), and Form (e.g., Marketing Form).
  5. Click Test Trigger.
  6. For the next step, select Gmail.
  7. Use CAPS on the subject line to make the email pop out.
  8. In the Body, manually type all the questions from the Meta lead form.
  9. Use the backslash ( \ ) to map the lead data to each field.

Form Mapping on GHL

Setting Up Custom Fields

  1. Go to Settings > Custom Fields > Add Field.
  2. Select the answer type:
    — Multiple Choice Questions = Dropdown (multiple)
    — Typed Answer Questions = Single Line
  3. Set the Field Name to the question text.
  4. Object: Leave as is (Contact).
  5. Folder Name: Additional Info.
  6. Enter Option Names and Option Values (the answer choices).
  7. Click Save.

Mapping Facebook Form Fields

  1. Go to Integrations.
  2. Click the three dots on FB.
  3. Click Form Field Mapping.
  4. Edit the new form.
  5. Ensure the Form Fields match the CRM Fields.

Building Client Decks

Overview

Client decks are performance meeting presentations. Have the following tools open:

  • Looker Studio — for data screenshots
  • Melleka Appapp.melleka.com
  • ChatGPT — for data extraction
  • teams.melleka.com — deck builder

Step-by-Step Process

  1. Open ChatGPT with the deck prompt and start taking screenshots of everything on the checklist.
  2. Save each screenshot to a folder — do not input them directly into teams.melleka.
  3. Name each screenshot clearly. Repeat for all data points.
  4. Once done with Looker Studio screenshots, go to ChatGPT so it can lay out all the information.

ChatGPT Prompt to Extract Data

In list format, tell me all section titles and data, please, in this order: 1. Google Ad overall results 2. Google Ad campaign individual results 3. Google Ad v3 local ad overall results 4. Google Ad v3 local campaign individual results 5. Meta ad overall results 6. Meta Ad campaign individual results
Adjust the prompt per client. For example, GSP adds "Google Keyword Performance". Sin City adds MMS messages and social media posts.

Team Melleka Deck Builder Prompt

Create a presentation meeting deck for me for [INSERT CLIENT NAME] following this format: [INSERT EXAMPLE DECK URL] Dates: [INSERT DATE RANGE] I need a live link. NEVER include a "Coming Up Next Week" section in the deck. In this order, ONLY include: 1. Google Ad overall results 2. Google Ad campaign individual results 3. Meta Ad overall results 4. Meta Ad campaign individual results [ADD CLIENT-SPECIFIC SECTIONS AS NEEDED] Here is all the data: [PASTE DATA FROM CHATGPT] ONLY USE THE INFORMATION ABOVE. Do not make up data. DO NOT MAKE UP INFORMATION OR CAMPAIGN NAMES. ONLY PULL THE exact DATA/NUMBERS
Critical Rule: Never make up data, campaign names, or numbers. Only use exact data provided. This applies to every deck for every client.

Proposals, Plans & Outreach

Creating a Marketing Proposal

  1. Log in to Better Proposals.
  2. Go to Documents > Outstanding.
  3. Click on an existing template (e.g., "Weight Health Clinic").
  4. Click Options > Duplicate > Yes Duplicate It.
  5. On the duplicated draft, change:
    — Name of client
    — Images (cover background, content, introduction)
    — Logo
    — Recommended Marketing Plan

Creating a Marketing Plan

  1. Go to Canva and search for "Marketing Plan".
  2. Duplicate an existing template.
  3. Change the name of the client on the title page.
  4. Customize the plan content for the client.
  5. Attach it to the outreach email.

Email Body Sample

This is [YOUR NAME] with Melleka Marketing, nice to e-meet you! Thank you for your interest in our digital marketing services. To take a look at your proposal, please CLICK HERE. Please also see attached below your customized marketing plan. You can view our case studies HERE. If you're ready to move forward, please select your recommended marketing plan: [PLAN NAME] Upon completing checkout, you'll receive two important links — one to schedule a Zoom meeting and another containing a form. Please fill out the form to the best of your ability and schedule the Zoom meeting promptly, as we typically start within 1-2 days after signing up. Alternatively, if you'd prefer to discuss the provided material before making a decision, you can schedule a Zoom call with us by clicking here. We look forward to the possibility of working with you! Best, [YOUR NAME]

Teachertainment — Product Uploads

How to Upload Products

  1. Download all thumbnails and store resources as PDF Standard.
  2. Put the corresponding materials into a folder, then compress into ZIP.
  3. Go to the Printables Store.
  4. Navigate to either Packets or Worksheets.
  5. Click the Plus Sign > Download.
  6. Upload the thumbnail and ZIP file.
  7. Set pricing:
Product TypeRegular PriceSale Price
Worksheets$1.99
20+ Page Packets$20.79$9.95
10 Page Packets$13.95$7.79
  1. Set the categories.
  2. Select 4 Product Add-Ons.
  3. Input the description and title from ChatGPT — follow the same format as existing product descriptions.

Teachertainment Analytics

  • Traffic = last 30 days
  • Sales = from last year to today (all-time)
  • Go to the Sales tab, scroll to "Top Products by Revenue"
  • Screenshot Revenue for paid products
  • Switch to Units Sold and screenshot that chart

Site Audit Reports

Running a Site Audit in SEMrush

  1. Go to SEMrush.
  2. Enter the website you want to audit.
  3. Click Run Report.
  4. Switch the site audit to "All Site Audit".
  5. Remove all SEMrush mentions from the report.
  6. Brand the report with Melleka Marketing.

Call Logs (GGIS Example)

Getting Call Logs from Google Ads

  1. Go to Google Ads > Campaign > Insights.
  2. Click Report Editor.
  3. Scroll down and find Call Details.
  4. Set the date range to cover all required dates through today.
  5. Make sure it's set to show campaign.
  6. Download as CSV and rename the file clearly.

Domain Authority

Understanding Domain Authority

Every website has a Domain Authority score from 0 to 100 (100 being the best). Domain Authority measures how functional your website is and how easily you appear on Google.

Key Point: It's critically important that your business information is accurate and consistent across ALL websites and directories where your business is listed. The same phone number, email, and address must appear everywhere.

Inaccurate or inconsistent information (NAP — Name, Address, Phone) across the web hurts your domain authority and local SEO rankings.

Tools & Quick Links

Daily Reference Links

ToolURL
Melleka Appapp.melleka.com
Listings Adminlisting.melleka.com/mellekaadmin
GHL Email GuideGHL Email Best Practices
Chrome ExtensionMeta Pixel Helper
Chrome ExtensionTagHound

Lead Connector

Used within GoHighLevel for email management and communication workflows.

Melleka Marketing

Your complete onboarding reference guide.
melleka.com