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Lygos Welcome Guide

Welcome to your Sagefrog Onboarding Dashboard - we can't wait to get started! We will review this dashboard on our kickoff call, but feel free to check it out in advance. If you have any questions, please don’t hesitate to reach out!

Account Manager: Kelly DePinho

Email:
KellyD@sagefrog.com
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Phone: (267) 313-2022

Kickoff Agenda

Introductions
Statement of Work & Timeline Review
Access Requests and Resources
Set Status Call Cadence
Your Sagefrog Pod
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Statement of Work Review

Step 1: Strategic Marketing Plan

Research

Sagefrog will collaborate with Lygos to conduct research and audits and develop a Strategic Marketing Plan. The research and audits will include:
Digital Audit (Website and Paid Search/Advertising)
Competitive Analysis

Strategic Marketing Workshop

Development & Presentation

Step 2: Integrated Marketing Services

Sagefrog will provide ongoing integrated marketing services based on the Strategic Marketing Plan developed in Step 1. Recommendations may include:
Search Engine Optimization (SEO)
Paid Search Engine Marketing (SEM)
Display Advertising, Including Retargeting
LinkedIn Advertising
HubSpot Support & Inbound Marketing
Strategic Program Management
These services are included for all Sagefrog clients as a part of our Sagefrog Integrated Marketing Program (SIMP). Your dedicated Account Manager will provide program management including:
Client Communications
Strategy, Planning, and Consulting
KPIs and ROI Measurement:
Marketing Analytics
Activity and Performance Reporting

Access Requests

Checklist

Lygos to share all relevant marketing materials in the
Dropbox
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Brand Guidelines
Logos
Existing Marketing Plans
Lygos to provide website & digital access credentials
Lygos to provide email / CRM access credentials

To help us evaluate your digital and web metrics, please grant access to the below platforms.
Need help granting us access? Check out our
Resources Section
⁠
for related video tutorials or reach out to me at any time for help!
Website Access
Required
Name
Email
Username
Password
Permissions
Other
1
Backend CMS Builder (ie. WordPress, Wix, Squarespace)
MattE@Sagefrog.com
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2
Hosting (ie. WP Engine)
MattE@Sagefrog.com
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3
File Transfer Protocol (FTP)
Needed if access to website host is unavailable
MattE@Sagefrog.com
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S/FTP Address: Port Number:
4
Domain Name System (DNS Host)
Needed for site migration
MattE@Sagefrog.com
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DNS Host Name:
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Digital Marketing Access
Required
Name
Email
Username
Password
Permissions
Other
1
Google Ads
SagefrogMarketingGroup@gmail.com
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2
Google Analytics
SagefrogAnalytics@gmail.com
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3
Google My Business
SagefrogMarketingGroup@gmail.com
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4
Google Tag Manager
SagefrogMarketingGroup@gmail.com
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5
Google Search Console
SagefrogMarketingGroup@gmail.com
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CRM & Email Access
Required
Name
Email
Username
Password
Permissions
Other
1
CRM (ie. Hubspot, Salesforce)
KellyD@sagefrog.com
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Highest access level (Super Admin)
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2
Email (ie. MailChimp, Constant Contact, Salesforce, HubSpot)
KellyD@sagefrog.com
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Social Media Access
Required
Name
Email
Username
Password
Permissions
Other
1
LinkedIn Company Page Admin
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Provide Company Profile Access to: www.linkedin.com/in/sagefrog/
2
LinkedIn Ads Manager
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Provide Company Profile Access to: www.linkedin.com/in/sagefrog/
3
Facebook Company Page Admin
Sagefrog Access Email MarkS@sagefrog.com
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4
Meta Business Manager
(Facebook & Instagram Ads)
Sagefrog Access Email MarkS@sagefrog.com
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5
YouTube
Sagefrog Access Email MarkS@sagefrog.com
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6
Twitter
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Resources
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Status Call

On a weekly or bi-weekly basis, we will have recurring 30-minute check-in calls. Sagefrog will also provide a written status update on tactics, campaigns, deliverables, recommendations, metrics, and any other items to discuss during our call.

Call cadence preference

Please select one
Weekly *recommended
Bi-weekly

Call Availability

Please select any days/times that you have availability for on a recurring basis.
*You can make more than 1 selection below
Mondays
Morning
10 - 10:30
10:30 - 11
11 - 11:30
Afternoon
4 - 4:30

Tuesdays
Morning
8:30 - 9
Afternoon
1 - 1:30
3 - 3:30
3:30 - 4

Wednesdays
Morning
8:30 - 9
9 - 9:30
9:30 - 10
10:30 - 11
Afternoon
1 - 1:30
2 - 2:30
2:30 - 3
3:30 - 4
4 - 4:30

Thursdays
Morning
9 - 9:30
9:30 - 10
10 - 10:30
10:30 - 11
Afternoon
1 - 1:30
1:30 - 2
2 - 2:30
2:30 - 3
3 - 3:30

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