Bonus - The Traffic Projection Tool

The TPT through the Add-on integrates the Google Analytics + SEMrush APIs to forecast your client sites' potential traffic pickup.

If you don't have SEMrush API access, you can also use the classic export CSV method.

For more info on the TPT, check out the full course module here.

Sheets Add-on Setup

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  • READ THIS FIRST 😎
  • Why use the Add-on?

Installing the Add-on

  • Install the Add-on from the G Suite Marketplace
  • Setting your License Key
  • Getting Support

Configuring your Agency Setup

  • Installation: Set your Drive Folder, Agency Name + Email
  • Importing your Existing PM Tracker
  • Copying a New Project Management Tracker
  • Adding Teammates as Add-on Users

Adding Clients + Tasks

  • Adding a Client
  • Configuring Client Subfolders
  • Copying a Project Plan
  • Adding a One-off Task
  • De-activating + Re-activating Clients

Copying + Running Templates

  • Two Types of Sheets Templates: Basic and Automated
  • Making Copies of Templates
  • Module 1.5 - Analytics Audit [NEW]
  • Module 2.1 - Website Quality Audit
  • Module 2.6 - Internal Linking Optimization
  • Module 3.2 - Keyword Research [NEW Pages]
  • Module 5.2 Local SEO Monthly Reporting
  • Bonus - The Traffic Projection Tool
  • Adding a Custom Template

Important PM concepts

  • Project management intro
  • Mapping your processes
  • Agency roles and responsibilities
  • Current org structure
  • Task - Deliverable - Actions
  • Manage Team Members
  • Using Google Drive for organization

Deep dive into the trackers

  • The Central tracker
  • The Content tracker
  • The Link tracker
  • The Client tracker

Creating project plans

  • The "Base" project plan
  • Project planning from scratch
  • Project planning for a NEW website
  • Niche project planning
  • Updating project plans
  • Integrating project plans