Customer Success Department · Internal Use Only

CSM Trainer
Manual

Weeks 1–2 · Days 1–10 · Classroom-first · No client contact · Product, industry & client tools

Duration 2 weeks
Training Days 10 days
Sessions/Day 5 sessions
Quiz Q&As 100 total
MSA Gate 90%
FOR TRAINER USE ONLY — DO NOT DISTRIBUTE TO TRAINEES · Confidential — Internal Use Only
Weeks 1–2 Master Objective
By the end of Day 10, the trainee can explain what Jumper Media does, navigate Freshworks and Jumper Local without assistance, run a structured onboarding call, audit a client’s campaign keywords, and communicate the MSA guarantee precisely — all in their own words, without notes.
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Before your first wave
The Trainer Dashboard handles everything operational — wave setup, session links, force-unlock codes, and result scoring. Read through all five steps once before your first session.
Step 1 — Setup Tab

Create a New Training Wave

Open the Trainer Dashboard and go to the Setup tab. Before anything else:

  1. 1
    Name the wave. Enter a name in the Wave Name field — e.g. Q2 Wave 2026. This identifies the wave in the Saved Waves panel for Day 2–5 retrieval.
  2. 2
    Add trainee names. Type each name and press Enter (or click Add). Names appear as tags. Click × to remove. Order does not matter.
  3. 3
    Click “Generate Session Link & Codes.” A session URL and five force-unlock codes (D1–D5) appear. The wave saves automatically — on Day 2–5, click Retrieve Previous Wave and copy the link without re-entering anything.
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Session Password
The wave password you enter generates all five force-unlock codes and the session link key. Keep it private — trainees never see or enter it.
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Roster finalization
The session link encodes the roster. If you regenerate to add a late trainee, the old link still works but won’t show the new name. Finalize the roster before sharing Day 1’s link.
Step 2 — Sharing the Link

Getting Trainees Into the Portal

Click Copy Link, then paste it into Zoom chat at the start of Day 1. Trainees click the link, land on the Trainee Portal, select their name from the dropdown, and click Begin Training.

The portal saves progress automatically. If a trainee closes their browser and reopens the same link, they resume exactly where they left off — the session link works forever.

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Never share with trainees
The session link opens the Trainee Portal only. The Trainer Dashboard and this manual are not accessible from the trainee portal.
Step 3 — During the Session

Force-Unlock Codes

Each day has a force-unlock code derived from the wave key. Format: D1-XXXX through D5-XXXX. Use when a trainee needs to proceed despite not hitting the 8/10 pass mark.

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How to use a force-unlock
  1. 1. Read the code aloud in Zoom. Spell it out. Never paste in chat.
  2. 2. Trainee types the code in the force-unlock field on their entry screen.
  3. 3. The next day unlocks immediately. Existing quiz results are preserved.
Step 4 — Results Tab

Collecting & Scoring Result Codes

At the end of each day, ask trainees to copy their result code from the portal and paste it in Zoom chat. The format is:

D1·Ana·9/10·BACBCBABCB

In the Results tab, paste each code one at a time. The score table builds live, showing name, day, score, pass/fail, and the full answer string. Cross-reference the answer string with the Day’s quiz section to identify knowledge gaps per trainee.

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Results are not saved
The dashboard is stateless by design. Screenshot or copy the results table before closing the browser.
Step 5 — Session Tab

In-Session Trainer Notes

The Session tab shows each day’s schedule with timing blocks and key facilitation notes. Use it as a live prompt during the Zoom session. Switch between Day 1–5 using the buttons at the top.

Quick Reference

Dashboard at a Glance

TabWhat it doesWhen to use
SetupWave name, roster, generate session link + 5 force-unlock codesBefore the wave starts
SessionSection-by-section timing + facilitation notes per dayDuring live Zoom session
ResultsPaste result codes → live score table with pass/failEnd of each training day
MaterialsQuick links to appendices and reference documentsAny time
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Daily Schedule — Every Training Day

Every training day runs 7 hours (8:00 AM – 4:00 PM) with a fixed structure. Do not adjust break times — trainees need consistent recovery to retain dense material. Read each day the night before — never improvise.

TimeDurationSession
8:00–9:3090 minSession 1 — Core instruction block
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2 — Instruction continues
11:00–12:0060 minLunch
12:00–1:1575 minSession 3 — Application & practice
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4 — Deep dive / workshop
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5 — Activities / role plays
3:45–4:0015 minDaily wrap-up, assessment, preview of tomorrow
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Trainer Reminder
Start every day by asking the trainee to summarize yesterday’s key learnings — unprompted, no notes. Takes 5 minutes and surfaces retention gaps before they compound. If they struggle, that’s data, not failure.
Assessment Philosophy

Every session ends with something measurable. Trainees should never finish a day wondering if they’re keeping up. Trainers should never finish a day wondering if the trainee is ready.

TypeStandard
Written QuizzesGraded immediately. Answer key in each quiz section. Return scores before end of day.
Verbal AssessmentsScored live on rubric. Written feedback within 24 hours via training record.
Role PlaysScored live on Call Quality Rubric. Debrief immediately. Never end without naming one specific improvement.
CRM AuditsField-by-field against the completion checklist. Score logged in training record.
Retake PolicyOne same-day retake for quizzes and verbals. Second failure = remediation session next morning before Day advances.
Green FlagsTrainee proactively clarifies what we don’t guarantee. Asks “what would you do differently?” Updates CRM without being told.
Red FlagsGuarantee-adjacent language (“should see more calls”). Agrees with client complaints before understanding them. Empty CRM fields.
Week
D1

Objective: Trainee explains Jumper Local accurately in 60 seconds without notes, without overpromising, and can describe the difference between what we sell to Retail SMBs versus B2B agencies.

TimeDurSession
8:00–9:3090 minSession 1: Welcome + Founder Story + Company Overview
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Jumper Local — How It Works + Competitive Landscape
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: Who We Serve — Retail SMB + B2B Client Profiles
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Industry Terminology + Glossary Workshop
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: 60-Second Pitch Practice (×3 rounds)
3:45–4:0015 minDaily Wrap-Up + End-of-Day Assessment
8:00–9:30Session 1 — Welcome + Founder Story + Company Overview90 min
Opening — Welcome to the Team (10 min)

Trainer says: “Before I show you anything on screen, I want to ask you one question: What do you think Jumper Media sells? Don’t look anything up — just tell me in one sentence.” Write their answer on a whiteboard or doc. Don’t correct it. Tell them: “We’re going to come back to this at the end of today and you’re going to correct it yourself.”

Set expectations for the week: “This week is all knowledge. You won’t talk to a client. You won’t open the CRM. You’ll read, watch, listen, and practice explaining things until they’re second nature. By Friday you’ll be able to explain our product to anyone — including a skeptical business owner.”

The Founder Story (30 min)
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Trainer Note
This is not a corporate origin story — it is personal. Colton and the team built this because they saw family businesses struggle. When you tell this to a new trainee, tell it that way. The mission is not about revenue — it is about giving local businesses the same fighting chance as the big players. That context shapes how CSMs approach every client relationship.

Colton Bollinger, CEO and Founder, started Jumper Media in 2016 — and the origin is deeply personal. Colton and the early team came from families of local business owners. They watched firsthand as local business owners who poured their souls into serving their communities struggled to get noticed online — despite having great products and loyal customers.

The frustration was specific: big chains dominated search results simply because they could afford to pay more. The SEO world was full of agencies making big promises, charging huge retainers, and delivering results that took months — if they worked at all. Colton believed small businesses deserved better. That belief became Jumper Media.

Jumper Media launched in San Diego, California, focused entirely on one problem: helping local businesses rank where it mattered — the Google Map Pack. The early service was direct and scrappy: a small team, a clear hypothesis about how engagement signals drive local rankings, and the willingness to test it. In the early years the client base was tight: HVAC, dental, fitness, legal — verticals where local search intent is high and a Top 3 position translates directly to phone calls.

Today Jumper Media has ranked 20,000+ businesses in the Top 3 on Google Maps and serves 4,000+ satisfied clients across the US and internationally. The company is a verified Google Partner — one of a small number of companies that meet Google’s standards for expertise and compliance. The team has tested 8,000+ Google Business Profiles across multiple industries — not one has ever been flagged or suspended as a result of the campaign. The product has been trusted by franchise brands including Pure Barre, Xponential Fitness, and AKT.

Key leadership: Colton Bollinger (CEO/Founder) · Kenny Baldwin (COO) · Tomas Dovidavičius (CTO) · James Whitaker (Director of Customer Success) · Rheya Green (Director of Marketing) · Anna Kiswani (Product Manager)

The mission is not finished. Jumper’s long-term vision: a world where local businesses don’t compete with big corporations — they beat them. The product roadmap continues to expand: Jumper Local is the flagship, with Jumper Creation (video content) and Jumper Social Management (social media) extending the platform into a full local visibility suite.

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Trainer Note
Close this section by connecting the mission to the trainee’s role: “Your job as a CSM is not to close tickets. It is to be the person who makes this mission real for your clients — one business at a time. Every client whose ranking you protect, every expansion conversation you run well, every churn you prevent — that is the mission in practice.”
Company Structure Today (20 min)
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Key Point
CS is not a support function — it is a revenue function. Our department owns NRR. That means every account we retain, grow, and expand directly contributes to company revenue. The trainee should internalize this on Day 1: we are not answering tickets — we are growing a book of business.

Trainee should leave this section knowing: what departments exist at Jumper Media and what each one does · where CS sits in the organization · how the CS team is structured: Jr. CSM → Sr. CSM → CSM Leader → Manager → Director · the difference between Retail CS and B2B CS.

9:45–11:00Session 2 — Jumper Local: How It Works + Competitive Landscape75 min
Jumper Local — What We Actually Sell (15 min)

Trainer: “Here’s the one-sentence truth: Jumper Local helps local businesses rank in the top 3 of Google’s Map Pack. That’s it. Everything else we do — the GPS engagement, the GBP optimization, the campaign strategy — is in service of that one outcome.”

The Map Pack is the box with 3 local businesses and a map that appears near the top of Google when someone searches for a local service. Position 1 gets roughly 40–50% of all clicks. Position 4 — just outside the box — gets almost nothing. The entire business model is built on that visibility gap.

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Guarantee Precision
Our guarantee is: at least 1 keyword in the Top 3 within 90 days. Not all keywords. Not the #1 position. Not more calls or leads. Visibility only. One keyword. Top 3. 90 days. The trainee must be able to state this precisely before interacting with any client. {('Full MSA → Day 5')}
How Jumper Local Works — The Two Mechanisms (30 min)

Mechanism 1 — GPS-Based Human Engagement: Jumper Media has built proprietary technology that partners with over 100 popular apps — including games, delivery platforms, and location-tracking applications — that collect real GPS location data from users who have opted in. Our software harnesses that location data and transforms it into authentic Google Business Profile engagement signals: searches, clicks, calls, and direction requests that originate from real people, on real devices, in the actual geographic area of the client’s business.

Why this works: Google’s local algorithm heavily weights ‘Prominence’ — how well-known and trusted a business is in its area. One of the strongest signals of prominence is real human engagement with the GBP. When a business receives a sustained increase in genuine engagement signals, Google re-evaluates its ranking position.

Always Ready to Answer — Compliance
Is this legal and compliant with Google? Yes. Jumper Media is a verified Google Partner. Our process fully complies with Google’s guidelines. We do not use bots, automation, or simulated engagement. We never have.

What we use: our proprietary software partners with 100+ popular apps that share opted-in GPS location data. This data is transformed into authentic GBP engagement signals — real searches, clicks, calls, and direction requests from real people in the client’s actual service area.

The proof: we have run campaigns across 8,000+ GBPs across multiple industries. Not one has ever been flagged or suspended as a result of our work. What Google prohibits: fake reviews generated by bots, automated click fraud, and engagement from outside the relevant service area. We do none of these.

Mechanism 2 — GBP Advisory: Recommendations the Client Implements: Jumper Media does not have access to the client’s Google Business Profile or their website. The client retains full ownership and control of both. What the CSM provides is expert analysis and specific recommendations. The client — or whoever manages their digital presence — implements those recommendations.

This is a critical distinction. When a client asks “can you just fix my GBP?” the answer is: “I don’t have access to make changes directly, but I can give you the exact steps to implement — and I’ll review the results on our next call.”

The advisory covers: GBP category selection and secondary categories, business description optimization, services section completeness and keyword alignment, photo strategy, Google Posts cadence, review response approach, and GBP-website consistency checkpoints.

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Analogy
GBP advisory is like a nutritionist giving a meal plan — we design it and explain why, but the client has to cook the food. Jumper provides the expertise and the plan. The client controls their own kitchen.
Additional GBP Services (Optional Upsells)
ServiceWhat It IncludesPrice
GBP OptimizationOne-time comprehensive optimization covering all advisory points: categories, description, services section, photos strategy, GBP-website alignment. Jumper provides the plan; client implements.$100 one-time
GBP ManagementOngoing management: bi-weekly post publishing (branded Canva templates), review response management, and profile updates as needed. Billed through Moonclerk, tracked in CRM under SMM Product field.$200/month
Competitive Landscape — How We Compare (30 min)
ServiceWhat It Doesvs. Jumper Local
Traditional SEO AgenciesOptimize website content and build backlinks for organic (non-Map Pack) rankings6–18 month timeline. No guarantee. Results on website listing, not Map Pack. Significant content investment required.
Google Ads (PPC)Pay-per-click ads above the Map PackImmediate visibility but disappears when budget stops. No lasting ranking benefit. Cost per click: $15–80+ for competitive local terms.
Social Media MarketingBrand awareness on Instagram, Facebook, LinkedInDifferent funnel — top-of-awareness vs. bottom-of-intent. Doesn’t directly impact Google local ranking.
Jumper LocalMap Pack ranking via GBP optimization + sustained GPS engagement signals90-day timeline with guarantee. Ranking persists beyond campaign activity. Targets bottom-of-funnel local intent.
Directory Listing ServicesNAP consistency across Yelp, Yellow Pages, BBB, etc.Important for local SEO foundation but doesn’t directly drive Map Pack ranking on its own. Complements our work.
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Exercise — Fill-in-the-Blank Guarantee
Trainee completes from memory: “Our guarantee is: at least ___ campaign keyword achieving a Top ___ position in the Google Local Search Map Pack within ___ days from campaign launch.”
Answers: one (1) · 3 · ninety (90). Run three times until automatic.
What NOT to Say
Never tell a client we’re “better” than their current SEO agency. We do something different. Many businesses benefit from both website SEO and Map Pack optimization simultaneously. Our job is to explain what we do clearly — not to compete for their entire marketing budget.
12:00–1:15Session 3 — Who We Serve: Client Profiles75 min
The Retail SMB Client (30 min)

The majority of Jumper Media’s clients are local small and medium businesses in high-intent service verticals. Understanding these clients at a human level — their stress, their goals, their relationship with marketing — is foundational to great CS work.

VerticalWho They Are
HVACHigh-ticket, high-urgency. Client is often a 2–10 person operation. Owner wears many hats. Very motivated by inbound calls. Seasonality affects revenue.
DentalProfessional services. Higher average contract value. Often a practice owner managing staff. May have multiple locations. Very concerned about reviews and online reputation.
LegalHigh-value per client (case). Extremely sensitive about guarantees and what’s in writing — they’re lawyers. Need precise language. ROI mindset: cost per case vs. our fee.
Fitness / GymsOften a passion business. Owner is the trainer. Community-focused. Monthly recurring membership model means they understand subscription value.
AutomotiveService-driven, high repeat business. Customers are local and loyal. Highly competitive in urban areas. Review-sensitive.
Home ServicesEmergency-driven in many cases. Fast decision cycle. High intent searchers. Seasonal variation. Owner often on job sites — communication timing matters.
Professional ServicesAccountants, consultants, real estate agents. More analytical clients. Will ask for data and ROI metrics. Expect professional, polished communication.
The Retail SMB Psychology — What Drives Them

Most Retail SMB clients are business owners, not marketers. They bought Jumper Local because someone told them it would get them more customers. They interpret “more visibility” as “more calls” as “more revenue.” That gap between our product promise and their expectation is where most churn risk lives.

  • Time-poor. Don’t schedule 60-minute calls when 15 minutes will do.
  • Results-focused. They want to know what changed since last month — not how the algorithm works.
  • Emotionally invested. This is their business, not a line item in a corporate budget.
  • May not be tech-savvy. Avoid jargon. Explain GBP as “your Google business listing.”
  • They talk to their networks. A happy client refers. An unhappy client posts reviews and tells their industry peers.
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The Phone Charging Analogy — Teach This on Day 1
~90% of trial clients see rapid ranking movement in weeks 1–4, then the pace slows as the campaign enters compound-growth phase. A phone charges 0–80% in 20 minutes, then slows to 100% over 1.5 hours. Both phases are working. Teach this before trainees ever speak to a client. It prevents the most common escalation: “it stopped working.”
The B2B / Agency Client (30 min)

B2B clients are marketing agencies, consultants, and white-label partners who resell or integrate Jumper Local into their own client offerings. One B2B account may represent 5–30 underlying businesses. The stakes are higher and the communication style is fundamentally different.

DimensionB2B / Agency Client
Who they areMarketing agency owners, directors of marketing, SEO consultants, digital marketing resellers
What they need from usReliable results they can show their own clients, white-label-ready reporting, commercial precision, a CSM who speaks their language
How they communicateFormal, results-driven, commercially oriented. Care about ROI, client retention rates, and scalable reporting — not visibility as an end in itself
Their risk profileOne unhappy agency can churn 5–30 campaigns simultaneously. Treat every B2B account as a high-stakes relationship regardless of current MRR
Escalation thresholdMuch lower than Retail. Any billing dispute, cancellation intent, or performance concern must be escalated to Sr. CSM or CSM Leader immediately

Key difference — Expansion Mechanics: With Retail clients, expansion means one business upgrading their plan or adding a location. With B2B clients, expansion means an agency adding new end-clients across their portfolio. A single expansion conversation with an agency partner can add 5–10 new accounts. Frame every B2B relationship as a growth partnership.

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The Rule
Retail clients need education and emotional management. B2B clients need data and commercial precision. The product is the same — how you communicate it is entirely different.
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B2B Escalation Rule
Never attempt to resolve a B2B billing dispute or cancellation threat independently. Escalate to Sr. CSM or CS Leader within the same business day. One B2B client canceling = potentially dozens of churned campaigns.
1:30–2:30Session 4 — Industry Terminology Glossary60 min

Clients, Sales reps, and internal teams use a shared vocabulary. Trainees who don’t know these terms will lose credibility in client conversations and miss context in internal discussions. Trainee should be able to define and use each term by end of Day 1.

TermDefinition
Map PackThe box of 3 local business listings + map that appears in Google search results for local queries. Also called “Local Pack” or “Local 3-Pack.” Position 1 gets ~40–50% of clicks. Position 4+ gets almost nothing.
GBPGoogle Business Profile. The free listing Google gives to local businesses. The primary asset we optimize and the primary signal in the local algorithm.
SERPSearch Engine Results Page. The full page of results Google shows after a search query.
NAPName, Address, Phone Number. Must be identical across all online platforms — GBP, website, Yelp, Yellow Pages, BBB, etc.
Organic ResultsNon-paid website links in Google search results. Driven by website SEO. Different from the Map Pack.
Paid Ads / PPCPay-Per-Click advertising. Google Ads that appear above the Map Pack. Disappear when budget stops.
KeywordThe search term a user types into Google. “Dentist near me” and “dental implants Austin” are both keywords.
Campaign KeywordsThe specific keywords Jumper Media tracks and targets for a client’s campaign.
BVIBusiness Value Indicator. External metrics used to show clients the campaign is working: Map Pack position, GBP engagement growth, direction requests, profile views.
GRRGross Revenue Retention. The percentage of recurring revenue held from existing accounts, excluding expansion. Floor metric for CS health.
NRRNet Revenue Retention. Revenue after churn AND including expansion. NRR > 100% means the book of business is growing even without new clients.
ChurnWhen a client cancels their subscription. Monthly churn rate = churned accounts / total active accounts.
SMBSmall and Medium-Sized Business. Primary client type in the Retail track.
BoBBook of Business. Total portfolio of accounts a CSM manages. Jr. CSM target: 80+ accounts.
MRRMonthly Recurring Revenue. The predictable monthly revenue from a client’s subscription.
SLAService Level Agreement. Commitments we make to clients about response times and service delivery.
TouchpointAny logged interaction with a client — call, email, SMS. CSMs must maintain a minimum of 1.2 touchpoints per account per month.
FreshworksThe CRM (Customer Relationship Management) system Jumper Media uses to manage all client data and interactions.
ProminenceOne of Google’s three local ranking pillars. Influenced by reviews, GBP engagement, and overall web presence.
RelevanceOne of Google’s three local ranking pillars. How closely the business matches the search query.
Proximity / DistanceOne of Google’s three local ranking pillars. How close the business is to the searcher’s location.
CitationA mention of a business’s NAP data on a third-party website (Yelp, Yellow Pages, BBB, etc.). Consistency of citations affects ranking.
MSAMaster Subscription Agreement. The legal contract between Jumper Media and the client that defines the guarantee, refund policy, and service terms.
§9.1The MSA performance guarantee: at least 1 keyword in Top 3 within 90 days. {('Full MSA')}
§9.4The MSA visibility disclaimer: we guarantee visibility, not leads, calls, or revenue. {('Full MSA')}
GPS EngagementThe mechanism Jumper Local uses: real people in the client’s area interacting with their GBP to build authentic engagement signals.
Engagement SignalsThe behavioral data Google collects from GBP interactions: searches, clicks, calls, direction requests, photo views.
QBRQuarterly Business Review. A structured strategy call reviewing BVI trends, milestones achieved, and next-quarter plan.
2:45–3:30Session 5 — 60-Second Pitch Practice (×3 rounds)45 min

The ability to explain Jumper Local in 60 seconds — accurately, confidently, and without overpromising — is the most fundamental skill a CSM needs. This exercise runs 3 rounds.

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Instructions
Round 1: Trainee explains Jumper Local as if to a business owner they just met. Trainer listens, does not interrupt. Timer: 60 seconds.
Round 2: Trainer plays a skeptical business owner and asks one follow-up question after the pitch.
Round 3: Trainee incorporates feedback from Rounds 1 and 2 and delivers a refined version. Trainer scores Round 3 on Training Material A. {('Training Material A')}
Common Mistakes to Catch and Correct
MistakeWhat to Do
Overpromising calls/leadsIf the trainee says “you’ll get more calls” or “this will grow your business” — stop and correct immediately. Every instance.
Vague guarantee language“We’ll help you rank higher” is not our guarantee. “1 keyword in the Top 3 within 90 days” is. Exact wording matters.
Jargon overloadIf the trainee uses “prominence,” “engagement signals,” or “algorithm” without explaining them, the business owner is lost.
Underselling the mechanismGPS-based engagement is our differentiator. If they skip it entirely, the pitch sounds like any other SEO service.
Skipping the comparisonWithout context, clients don’t know why they should choose this over Google Ads or their current agency.
Model 60-Second Pitch
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Model Pitch Script
“What we do is help local businesses rank in the top 3 of Google’s Map Pack — that’s the box with 3 businesses and a map that appears when someone searches for a local service. We do it in two ways: we optimize your Google Business Profile so Google understands exactly what you do, and we use real people in your area searching for your services and interacting with your profile. That combination sends Google the engagement signals it needs to rank you higher. We guarantee that at least one of your target keywords will be in the top 3 within 90 days — that’s in writing. We don’t promise leads or calls directly, because that depends on how your business converts the visibility we create. But we guarantee the visibility itself.”
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Automatic Fail Triggers
Any use of: “you’ll get more calls,” “we guarantee you’ll rank for your keywords,” “this will grow your revenue,” or any implication that Map Pack ranking equals leads, calls, or revenue. One occurrence = fail the round.
End-of-Day Wrap-Up (3:45–4:00)

Verbal check — trainee answers without notes:

  1. In one sentence: what does Jumper Local do?
  2. What’s the difference between what we sell to a Retail SMB vs. a B2B agency?
  3. What does the performance guarantee actually promise?
  4. Name 3 terms from the glossary and define them without looking.
  5. What’s the difference between GRR and NRR?
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Tomorrow Preview
Day 2 is SEO fundamentals. Tonight, the trainee should read the trainee self-study material: “What Is the Map Pack?” and “What Determines Map Pack Ranking?” Tell them to be ready to teach it back in 5 minutes at the start of Day 2.
D2

Objective: Trainee passes the 10-question SEO quiz at 80%+. Can explain organic vs. local vs. paid search clearly using live Google examples. Can name and explain all three ranking pillars with client-appropriate language.

TimeDurSession
8:00–9:3090 minSession 1: How Search Engines Work + Google’s Algorithm in 2026
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: The Three Pillars — Deep Dive + NAP Consistency
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: Citation Building + Domain Authority + Keyword Basics
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Search Intent + Mobile-First + Advanced Ranking Signals
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Live Google Search Exercise
3:45–4:0015 minWrap-Up + SEO Quiz
8:00–9:30Session 1 — How Search Engines Work + Algorithm in 202690 min
Day 2 Opening — Teach-Back (10 min)

Ask the trainee to teach you what they read last night in 5 minutes. Listen. Note gaps. Do not correct during the teach-back — build corrections into your instruction. This teaches trainees that reading is not passive.

How Search Engines Work (25 min)

Google’s fundamental job: give the most relevant, trustworthy answer to any query as fast as possible. To do this, Google continuously:

  • Crawls the web — automated bots follow links across billions of pages, reading their content.
  • Indexes content — stores a structured record of what every webpage, GBP, and business listing is about.
  • Ranks results — when a user searches, runs an algorithm scoring every indexed result against hundreds of factors in milliseconds.

Local search is a subset. Instead of ranking website pages, Google’s local algorithm ranks business listings (GBPs) for searches with local intent. The signals are different — engagement matters more than backlinks, and proximity is a direct input that doesn’t exist in standard web search.

Google’s Algorithm Updates — 2024 to 2026 (30 min)

Clients sometimes cite things they’ve read online that may be outdated. CSMs need to understand what’s actually happening.

EraWhat Changed
Pre-2024: Checklist OptimizationSimply filling out your GBP completely was enough to see ranking improvements. Adding categories, photos, and a description moved you up. Basic optimization had large returns.
2024–2025: Engagement Becomes PrimaryGoogle shifted heavily toward behavioral signals. Profile views, clicks, calls, and direction requests became primary ranking factors. Businesses with high engagement consistently outranked those with “perfect” profiles but low interaction.
2026: AI-Driven EvaluationGoogle now uses AI to evaluate businesses as complete digital entities. The algorithm cross-references your GBP with your website, review sentiment, photo activity, and posting frequency. A profile that is complete but inactive loses ground to one that is less complete but consistently active.
The “Decay Rate” in 2026Businesses that haven’t posted an update or added a photo in 30+ days see measurable ranking drops. Freshness is now a top-tier ranking signal.
9:45–11:00Session 2 — The Three Ranking Pillars + NAP Consistency75 min
Relevance — “Does this business do what I’m searching for?” (20 min)

Relevance is how closely the GBP matches the user’s search query. The primary category is the single most important relevance signal. A dental practice with “Cosmetic Dentist” as primary category will outperform one with “Dentist” for searches like “cosmetic dentist near me.” Secondary categories extend relevance to additional keyword clusters. The business description, services section, and linked website all contribute to relevance.

Distance — “Is this business close to where I am?” (20 min)
  • Google estimates searcher location from their device. A searcher at one address gets different Map Pack results than one across town — for the same keyword.
  • Distance is not hackable. A business cannot change its physical proximity to a searcher. This is why local businesses with a physical address in a desirable area have a natural advantage.
  • Service Area Businesses (SABs — plumbers, cleaners, etc.) define a service area instead of displaying a physical address. They typically rank less precisely than businesses with a visible storefront, especially in competitive markets.
  • Jumper Local cannot change a client’s proximity. What we can do is help them rank in the maximum possible radius by building the prominence that allows the algorithm to extend their reach.
Prominence — “Is this business trusted and well-known in this area?” (20 min)

This is the pillar Jumper Local has the most direct influence on. Google’s GPS engagement campaign drives authentic prominence signals.

Prominence SignalWhat It Means
Review VolumeQuantity of Google reviews. Businesses with 50+ reviews get 3× more clicks than those with under 10 reviews (2026 data).
Review RecencyA business with 200 reviews but none in 6 months is less prominent than one with 50 reviews and 5 in the last month. Recency matters.
Review RatingA 4.5+ average with recent activity is optimal. A perfect 5.0 with very few reviews is often flagged as suspicious by Google’s AI.
Review Response RateResponding to all reviews (positive and negative) is a trust signal. Google tracks response rate. Non-responsive profiles are penalized.
GBP EngagementClicks, calls, direction requests, photo views — these behavioral signals tell Google the listing is actively serving customers. This is what Jumper Local directly drives.
Citation ConsistencyNAP consistency across directories tells Google the business information is trustworthy. Inconsistencies create conflicting signals that suppress ranking.
Photo ActivityFresh photos signal an active, real business. 2026: businesses not adding photos in 30+ days see ranking decay. Volume and recency both matter.
Brand Search DemandHow many people search the business name directly. High brand search volume is a strong prominence signal — it means real people are looking for this specific business.
NAP Consistency — Why It Matters (20 min)

NAP stands for Name, Address, Phone Number. These three pieces of information must be identical everywhere the business appears online: GBP, website, Yelp, Yellow Pages, BBB, Facebook, industry directories, and anywhere else.

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The Smith & Sons Example
A business listed as “Smith & Sons Plumbing” on GBP, “Smith and Sons Plumbing” on Yelp, and “Smith Sons Plumbing LLC” on their website creates three conflicting identities. The algorithm loses confidence and reduces prominence accordingly. Common sources: rebrands without updating all listings, moved locations, phone number changes, suite numbers formatted differently.
⚠️
The Problem
A business listed as “Smith & Sons Plumbing” on their GBP, “Smith and Sons Plumbing” on Yelp, and “Smith Sons Plumbing LLC” on their website creates three conflicting identities in Google’s eyes. The algorithm loses confidence in the accuracy of the data and reduces the prominence score accordingly.

Common NAP inconsistency sources: business rebranded but didn’t update all listings · moved locations (old address still live on some directories) · phone number changed · suite numbers missing or formatted differently (Suite 200 vs. Ste 200 vs. #200). During onboarding, CSMs should review the client’s NAP across major directories and flag any inconsistencies for correction. Document this in the CRM.

12:00–1:15Session 3 — Citation Building + Domain Authority + Keyword Basics75 min
Citation Building — The Off-Page Foundation (25 min)

A citation is any online mention of a business’s NAP data on a third-party website. Citations are an off-page local SEO signal — they tell Google the business is real, established, and consistently represented across the web.

Citation TierDirectories
Tier 1: Core DirectoriesGoogle Business Profile, Apple Maps, Bing Places, Yelp, Facebook, Yellow Pages, BBB. Every business should be listed here with consistent NAP.
Tier 2: Industry-SpecificHomeAdvisor, Angi, Houzz (home services) · Healthgrades, ZocDoc (medical) · Avvo, FindLaw (legal). Higher relevance weight for their specific industries.
Tier 3: Local DirectoriesChamber of Commerce listings, local newspaper business directories, city-specific business associations. High-authority local citations that reinforce geographic relevance.

Jumper Local does not build citations as part of the standard service. But CSMs should understand citations well enough to identify when NAP inconsistencies are likely suppressing a client’s ranking and recommend citation cleanup when needed.

Domain Authority (20 min)

Domain Authority (DA) is a metric developed by Moz that predicts how well a website will rank in organic search. Scored 1–100, based primarily on the number and quality of websites linking to it. Why CSMs need to know this: clients sometimes ask “My website has great SEO — why am I not ranking in the Map Pack?” The answer: website domain authority affects organic rankings, not Map Pack rankings. The Map Pack is driven by GBP signals, not website authority.

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The Point for CSMs
A dental practice with DA 15 can still rank #1 in the Map Pack for “dentist near me” if their GBP is well-optimized and their engagement signals are strong. Map Pack ranking is not gated by website authority. This is our competitive advantage over traditional SEO.
Keyword Research Basics (30 min)
Keyword TypeWhat It IsWhen to Target
Macro / Head KeywordsShort, broad, high-volume: “dentist near me,” “plumber,” “HVAC.” Mirror H1 on the client’s website and the Primary GBP Category.Target FIRST. Maximum visibility, maximum engagement delta. Build the campaign foundation here.
Secondary Keywords (Long-Tail)Specific, lower-volume: “emergency HVAC repair Austin,” “pediatric dentist north Dallas.” Less competitive, higher buying intent. Mirror H2 + GBP Secondary Categories.Target SECOND after Macro keywords are performing.
Service + Location / Near Me“Roof repair San Jose.” High intent, high mobile. Google uses device location to resolve “near me” — proximity is dominant. Mirror H3 + GBP Services section.Target LAST as campaign expands after Month 3.
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Keyword Selection Rule
Clients will always want to rank for the most competitive keyword first (“dentist” instead of “cosmetic dentist Austin”). Guide them toward strategic starting points that the guarantee can be fulfilled on, then expand to more competitive terms once momentum is built. Macro first → Secondary second → Service + Location last.
1:30–2:30Session 4 — Search Intent + Mobile-First + Advanced Signals + Website SEO60 min
Search Intent (20 min)
Intent TypeWhat It Looks LikeMap Pack Trigger?
NavigationalUser wants a specific business: “Apex Dental Group website”No — Google shows that business directly
InformationalUser wants to learn: “how often should I get a dental cleaning?”No — Google shows articles and guides
Commercial InvestigationUser is researching: “best dentist in Austin reviews”Sometimes — Map Pack + review aggregators
Transactional / Local IntentUser wants to act now: “dentist near me,” “emergency plumber Austin”Yes — this is the Map Pack trigger. Highest conversion intent.
Mobile-First Search — The 2026 Reality (20 min)
  • Over 70% of local searches now happen on mobile devices. Google indexes and ranks mobile versions of content first.
  • When clients check their own ranking, they should search from their phone, not their desktop, for the most accurate picture.
  • A client searching from their own office will see their own business more prominently due to proximity bias — this overstates their ranking compared to what a customer across town sees.
  • “Near me” searches are entirely mobile-driven and are resolved by device location — proximity becomes even more critical.
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Teach Clients This
If a client says “I Googled myself and I’m ranking #2!” — ask them: “From where? From your office?” The ranking they see from their own address is different from what their customers see from across town. We track rankings from multiple coordinates to give a true picture.
Advanced Ranking Signals — 2026 Updates (20 min)
SignalWhat It Means
AI-Powered Entity EvaluationGoogle now evaluates businesses as “entities” — comprehensive digital objects with consistent signals across GBP, website, reviews, and the web. Fragmented or contradictory signals suppress ranking.
Review Sentiment AnalysisGoogle’s AI reads the content of reviews, not just the star rating. Reviews that mention specific services and locations strengthen relevance signals. Generic reviews (“Great service!”) contribute less.
Profile FreshnessBusinesses posting photos or updates at least twice a week in 2026 show measurably better visibility. Businesses inactive for 30+ days experience ranking decay.
Q&A / Website FAQGoogle deprecated the GBP Q&A feature in December 2025. The replacement: a dedicated FAQ page on the business website with FAQPage schema markup. Google’s AI (Ask Maps / Gemini) pulls from this for AI-generated answers.
Website AlignmentGoogle cross-references GBP service listings with the linked website. A GBP claiming emergency services that the website doesn’t mention creates a relevance conflict that suppresses ranking.
Photo Quality and RecencyFresh, authentic photos outperform stock images. Google’s AI can identify stock photos. Real photos of the actual premises, team, and work consistently outrank those using generic imagery.
Website Heading Structure — H1 Through H6
🔧
Tool — DetailedSEO
detailed.com/extension — Chrome extension. Instant on-page SEO analysis: heading structure (H1–H6), canonical URL, meta tags, schema markup, indexability. Install before Day 2. Use alongside GMB Everywhere for side-by-side GBP + website comparison during every onboarding audit.
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Real-World Example
Pull up freshtechmaids.com during this session. The main page H1 matches their primary GBP category. Each service page has its own H1 matching a secondary category, with H2s for service variants. Walk the trainee through this live before they audit their own client’s website structure.
TagRole & Best PracticeGBP Mirror
H1Primary category + location. ONE per page. Example: “Emergency HVAC Repair — San Diego” or “Dentist in Austin, TX.” When H1 matches GBP primary category, both signals reinforce the same claim — strengthening the Relevance pillar.GBP Primary Category
H2Subcategories + location modifiers. Multiple H2s expected. Examples: “AC Installation,” “Heating Repair,” “Serving North San Diego.” H2 ↔ GBP secondary category alignment creates reinforcing relevance signals from two independent sources.GBP Secondary Categories
H3Specific services — the Service + Location keyword tier. Examples: “Same-Day Furnace Repair,” “Emergency AC Replacement San Diego.” H1 → H2 → H3 creates a readable index of the business’s services that Google can map precisely to search intent at every keyword tier.GBP Services Section
H4–H6Deep nesting. Rarely needed in local business website copy. Use only when content genuinely requires multi-level nesting. Never skip heading levels.N/A
Schema Markup
Schema TypeWhat It Does
LocalBusinessThe foundation. Establishes entity identity: name, address, phone (NAP), hours, geo coordinates, and social profiles. @type should be the most specific subtype: HVACContractor, Dentist, AutoRepair — not generic “LocalBusiness”.
ServiceAdded to individual service pages. Describes service name, area served, and description. Heavily used in 2026 AI justifications and Maps relevance.
FAQPageAny page with a FAQ section. Creates accordion-style Q&A rich results in search. High CTR impact. Replaces the deprecated GBP Q&A feature as the primary Q&A signal.
AggregateRatingDisplays star ratings in search results. Must reflect accurate, real review data — fabricated ratings result in manual action from Google.
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JSON-LD Rule
The NAP in the LocalBusiness schema must match the GBP name, address, and phone number character-for-character. Any mismatch weakens entity consolidation and limits Knowledge Panel stability. Always validate schema at search.google.com/test/rich-results before and after implementation.
Canonical Tags — Preventing Duplicate Content

A canonical tag is a line of HTML in a page’s <head> that tells search engines which URL is the definitive version of a page. Without canonical tags, the same content accessible at multiple URLs (www vs. non-www, https vs. http, trailing slash variations) splits the ranking signals that should flow to one URL.

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The Four Canonical Rules
1. ONE canonical tag per page — multiple canonicals on the same page send conflicting signals and Google ignores both.
2. Always use absolute URLs — include the full protocol: https://www.example.com/page — never just /page.
3. The canonical target must return HTTP 200 — never point a canonical to a redirecting URL or 404 page.
4. Canonical is a hint, not a command — if internal links, sitemaps, and redirects conflict with the canonical tag, Google may ignore it.
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Key Point
The URL in the GBP “Website” field must exactly match the canonical URL of the homepage — including https:// and www or non-www. Any mismatch creates an NAP inconsistency between the GBP entity and the website entity, weakening both.
Website FAQ Advisory — The Replacement for GBP Q&A
2026 Update — GBP Q&A Deprecated December 2025
Google deprecated the GBP Q&A feature in December 2025. The replacement: a dedicated FAQ page on the business website with FAQPage schema markup. Google’s AI (Ask Maps / Gemini) now pulls answers directly from website content. Build website FAQ pages with keyword-rich Q&A pairs. CSMs should recommend this to every client as part of the website alignment advisory.
Website FAQ Workshop — Model Q&A Pairs

Draft FAQ entries using natural customer language in the question and plain language with service keywords in the answer. Do not sound robotic or promotional.

QuestionModel Answer
Do you accept new patients?“Yes, we’re currently accepting new patients for all services. We welcome families and work with most major insurance plans. Call us or book online — we often have same-week availability for new patient exams.”
Do you offer emergency dental appointments?“Yes. We offer same-day emergency appointments for toothaches, broken teeth, and dental trauma. Call our office directly — we prioritize emergency cases and will fit you in as quickly as possible.”
How much do dental implants cost?“Dental implant pricing varies depending on the number of implants and any preparatory work needed. We offer a free consultation to assess your specific situation and provide a detailed treatment plan with cost breakdown. Financing options are available.”
How do I leave a Google review?“We’d love your feedback! Search our business name on Google, click on our listing, and scroll to ‘Write a review.’ It takes about 2 minutes and means a lot to our team.”
How to Talk to an SEO Agency

CSMs regularly refer clients to partner SEO agencies. Your role is to bridge the gap between what the client needs and what the agency delivers — and to ensure the agency’s work supports the Jumper Local campaign.

TopicQuestions to Ask
On-page SEOAre service pages targeting the same keywords our GBP campaign targets? Do H1 tags on service pages include the city name?
SchemaIs LocalBusiness JSON-LD implemented on the homepage? Does the schema NAP match our GBP exactly?
Technical SEOAre there canonical tags on all pages? Any duplicate content issues from WWW/non-WWW variations?
GBP AlignmentWill you review our GBP categories and services to ensure alignment with the website keywords?
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Red Flags in Agency Conversations
Agency promises first-page rankings within 30 days (organic SEO does not work on that timeline) · Agency does not ask about the GBP or local presence · Reports only track organic rankings, not local Map Pack visibility · Agency recommends adding keywords to the GBP business name (this violates Google’s policies)
2:45–3:30Session 5 — Live Google Search Exercise45 min
📋
Instructions
Open Google in an incognito window (removes personalization and location history). For each search below: (1) Identify whether the Map Pack appears. (2) Note the top 3 businesses. (3) Click into one GBP and document what makes it well-optimized. (4) Identify one thing you would improve. Write your observations. You have 30 minutes for 5 searches.
SearchWhat to Observe
“HVAC repair [your city]”High-intent service, typically competitive Map Pack
“personal injury lawyer [your city]”High-value keyword, legal vertical
“dental implants [your city]”Specific service keyword vs. broad “dentist”
“gym near me”Device-location driven, test how proximity dominates
“auto detailing [your city]”Service + location, observe photo strategy in top 3
Debrief Questions
  1. What did the top-ranking GBPs have in common across all 5 searches?
  2. Did you notice any difference between “near me” results and city-specific results?
  3. What was the most surprising thing you observed about the Map Pack?
  4. Pick one business from your searches that you think is under-optimized. What specifically would you change?
D3

Objective: Trainee completes a full GBP audit independently and presents findings in 5 minutes. Correctly identifies top 3 optimization opportunities. Zero guarantee-adjacent language throughout.

TimeDurSession
8:00–9:3090 minSession 1: SEO Quiz Review + GBP Anatomy Field Walkthrough
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Category Selection + Description Writing Workshop
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: Photo Strategy + Google Posts 2026 + Review Strategy
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: GBP Insights + Attributes + GBP Health Score
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Competitor GBP Audit Exercise
3:45–4:0015 minIndependent Audit Assignment (due Day 4 at 8:00 AM)
8:00–9:30Session 1 — SEO Quiz Review + GBP Anatomy Walkthrough90 min
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Administer SEO Quiz Now
The 10-question SEO quiz is assigned now and completed first thing Day 3 before any new content begins. Pass mark: 80%. One same-day retake if they fail. Second failure: remediation before Day 3 content proceeds. Day 2 Quiz
GBP Anatomy — Every Field, Every Purpose (70 min)

Open a live GBP in Google’s Business Profile Manager (or a demo account). Walk through every field section by section. Trainer points, explains, and asks the trainee to predict the impact before revealing the answer.

Business Name

Must exactly match the legal business name. This is not a keyword opportunity. Adding keywords to the business name (e.g. “Smith Plumbing Best Plumber Austin”) violates Google’s guidelines and is a suspension risk. The algorithm knows what the business does from categories and descriptions — the name is for identification only.

⚠️
Real-World Example
A client may have been told by someone online to stuff their business name with keywords. If you see this on a client’s GBP, flag it as a suspension risk and recommend reverting to the legal name. Document this recommendation in the CRM.
Primary Category — The Most Important Field on the GBP

According to the Whitespark 2026 Local Search Ranking Factors report, primary category is the #1 ranking factor in the Local Pack. Selecting the wrong primary category — or a generic one when a specific one exists — is the most common optimization failure we see.

🔧
Tool — GMB Everywhere
gmbeverywhere.com — Chrome extension. Overlays GBP category data and competitor categories directly on Google Maps listings. Open on any Maps listing during the category exercise. The category overlay shows exactly which primary and secondary categories competitors are using. Compare the client’s selections against the top 3 competitors in their vertical.
  • Specificity beats generality: “Pediatric Dentist” beats “Dentist.” “Emergency Plumber” beats “Plumber.”
  • Choose the category that describes the primary revenue-generating service.
  • When in doubt, search competitors ranking in the Top 3 and see what primary category they use.
  • Categories are not permanent — they can be changed, but frequent changes confuse the algorithm.
  • Inaccurate categories risk profile suspension. A handyman using “Electrician” to rank for electrical searches may be flagged.
Secondary Categories (up to 9)

Most businesses leave secondary categories empty — this is the lowest-hanging fruit in any GBP optimization. Each secondary category extends the business’s keyword reach into additional service areas.

📌
See Appendix — Training Material E Open
GBP Category Cheat Sheet — top 50 primary categories across 20 verticals (HVAC, dental, fitness, legal, automotive, plumbing, roofing, and more) with best secondary categories, near me keyword recommendations, and H1 examples. Use at every onboarding call alongside GMB Everywhere.

High-impact category combos by vertical:

VerticalPrimaryRecommended Secondaries
HVACHVAC ContractorAir Conditioning Contractor · Furnace Repair Service · Heating Contractor · HVAC Repair Service
DentalDentistDental Clinic · Pediatric Dentist · Cosmetic Dentist · Orthodontist (use only services actually offered)
LegalLaw FirmPersonal Injury Attorney · Car Accident Lawyer · Workers Compensation Attorney — most specific practice area
FitnessGymFitness Center · Personal Trainer · CrossFit Gym · Yoga Studio · Boxing Gym — match specific offerings
AutomotiveAuto Repair ShopCar Repair and Maintenance · Auto Body Shop · Transmission Shop · Oil Change Service
Business Description (750 characters)

The description is indexed by Google and should naturally incorporate service keywords and location references. Do not keyword-stuff. Do not use superlatives (“best,” “top-rated,” “leading”). Do not include links, hours, or promotional offers.

ApproachExampleWhy
Outdated (2022)“Family-owned HVAC company serving Austin for 15 years. Best HVAC service in Austin. Call us today for fast service!”Keyword-stuffed, no factual detail, superlatives prohibited.
2026 Best Practice“Licensed HVAC technicians serving Austin and surrounding Travis County communities. We provide same-day air conditioning repair, furnace installation, and annual maintenance agreements. Available 24/7 for emergency HVAC service. NATE-certified technicians, fully insured. Financing available for qualifying installations.”Answers real questions (availability, certifications, financing), uses natural service keywords, includes geographic context, builds E-E-A-T trust signals.
Services Section — High-Leverage Optimization

Each service listed is individually indexed by Google. A dental practice should list every individual service: teeth cleaning, dental implants, Invisalign, whitening, emergency dental care, pediatric dentistry — not just “dental services.”

Service Audit Checklist:

  • All primary services listed individually — not bundled
  • Service names match how customers search — not internal jargon
  • Every service has a description — never left blank
  • Descriptions include a city/location reference naturally
  • At least one credentialing or differentiating element per description
  • No keyword stuffing — reads like human-written copy
  • Services align with active secondary categories
Other Key GBP Fields
FieldBest Practice
Phone NumberMust be a local number (not toll-free) as the primary listing. Call tracking numbers can be used as secondary but should not replace the primary. Google verifies NAP consistency using the primary phone number.
Website URLLink to the most specific relevant page — usually the homepage. Google reads this page for relevance context. If the GBP lists “emergency HVAC repair” as a service but the linked website has no mention of emergency services, this creates a relevance conflict.
HoursMust be accurate, kept current, and updated for holidays. Incorrect hours generate user complaints — a negative prominence signal. Google may temporarily close or flag businesses with confirmed incorrect hours.
Address / Service AreaStorefront businesses: enter the full, precise street address. Service Area Businesses (SABs): hide the address and define the service area by city, county, or radius. SABs typically have a harder time ranking across a wide area because proximity signals are weaker without a fixed storefront.
9:45–11:00Session 2 — Category Selection + Description Writing Workshop75 min
Category Selection Workshop (30 min)

Trainer presents 5 fictional business types. Trainee must recommend the primary category and at least 3 secondary categories for each. Trainer then shows actual available Google categories and discusses the choices.

#Fictional Business
1A plumbing company specializing in emergency repairs, water heater installation, and drain cleaning
2A solo attorney focusing on DUI defense and personal injury in a mid-size city
3A dental practice offering general dentistry, Invisalign, and teeth whitening
4A CrossFit gym that also offers nutrition coaching and personal training
5A mobile auto detailing service that works across 3 cities
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Debrief Focus
Where did the trainee default to generic categories when specific ones exist? Where did they choose accurate vs. aspirational categories? Key teaching: every category must accurately describe a real service the business offers — not what they want to rank for.
Description Writing Workshop (45 min)

Each trainee writes a GBP description for two of the fictional businesses. Constraints: exactly 750 characters, must include service keywords, geographic reference, and one specific factual detail. No superlatives. No prohibited content (links, hours, promotional pricing).

Grading criteria: (1) Under 750 characters? (2) Includes natural service keywords? (3) Includes geographic reference? (4) Includes one specific factual detail (certification, hours pattern, financing, etc.)? (5) No superlatives or policy violations? Pass = 4 of 5 criteria met.

12:00–1:15Session 3 — Photo Strategy + Google Posts + Review Strategy75 min
Photo Strategy — The 2026 Reality (25 min)
Factor2026 Best Practice
VolumeBusinesses with 100+ photos consistently outperform those with fewer than 10. More photos = more opportunities for user engagement = stronger prominence signal.
RecencyA photo added last week carries more algorithmic weight than 50 photos added 18 months ago. Fresh photo activity signals the business is active.
VarietyInterior, exterior, team, products/services, customer interactions (with permission). Variety signals a complete, legitimate business operation.
AuthenticityReal photos of the actual business outperform stock images. Google’s AI can identify stock imagery. Authentic photos build E-E-A-T trust signals.
Geo-taggingPhotos embedded with GPS location metadata provide an additional geographic signal. Phones automatically embed this data — businesses should not strip it.
Frequency Target (2026)New photos or updates at least twice per week is the current best practice. This requires planning and habit — not a one-time upload.
Google Posts — 2026 Best Practices (20 min)
FactorWhat Works in 2026
Post TypesUpdates (general), Events (with date/time), Offers (promotional with CTA), Products (showcase specific offerings)
What WorksSpecific, informative content with a clear call-to-action. “We offer emergency HVAC repair — call now for same-day service” beats “Great HVAC service available!”
Posting CadenceWeekly minimum. Twice-weekly is the 2026 best practice for maximum freshness signal. Plan posts in advance rather than posting reactively.
LengthShorter posts (150–300 words visible) perform better for engagement. The first 100 characters are the most important — they appear in the snippet before “See more.”
ExpiryPosts expire after 7 days (except Offers, which can be set for longer). Never set and forget — stale posts hurt freshness score.
Review Strategy (30 min)

Reviews are the most visible prominence signal on any GBP. The 2026 data shows businesses with 50+ reviews get 3× more clicks than those with under 10. Quantity, recency, rating, and response rate all matter independently.

Velocity vs. Spikes: Google values review velocity — a steady, consistent stream of new reviews — over spikes. A business that receives 50 reviews in one week then nothing for 3 months looks suspicious to Google’s AI. A business averaging 5 new reviews per month for a year has built a much stronger prominence signal.

Review Response Protocol (Non-Negotiable in 2026)

Google tracks review response rate as a trust signal. Non-responsive profiles are penalized in prominence scoring.

  • Respond to ALL reviews within 48 hours. This applies to 5-star reviews as well as 1-star reviews.
  • Positive reviews: Thank by name, mention a specific detail from their review, reinforce the service. Example: “Thanks Sarah for trusting us with your implant restoration — we’re so glad you’re smiling confidently again!”
  • Negative reviews: Apologize publicly, take resolution offline. Do NOT argue, justify, or shift blame. Example: “We’re sorry your experience didn’t meet our standards. Please reach out to [contact] directly so we can make this right.”
  • Never use canned responses. Copy-pasted replies are detected by Google’s AI and carry less trust weight.
  • Never incentivize reviews. Offering discounts or rewards for reviews violates Google’s policies and risks profile suspension.

Review Rating Nuance: A 4.5+ average is the target. A perfect 5.0 with very few reviews is often flagged by Google’s AI as suspicious. A 4.6 with 200+ reviews and active response management is algorithmically stronger than a 5.0 with 12 reviews.

1:30–2:30Session 4 — GBP Insights + Attributes + GBP Health Score60 min
GBP Insights — Full Dashboard Walkthrough (25 min)

GBP Insights is the analytics section of every GBP. This is the data source for every monthly BVI conversation with a client.

MetricWhat It MeansHow to Use in Client Calls
Profile Views (Impressions)How many times the GBP appeared in Google Search and Maps results. The top-line BVI metric. Trending up = good. Flat or declining = flag for investigation.Lead with this: “You received 847 profile views last month — up 23%.”
Website ClicksUsers who clicked through to the business website from the GBP. Signals consideration — they want to learn more before calling.Pair with impressions to show engagement quality.
Direction RequestsUsers who tapped “Get Directions.” Strong purchase intent signal — they plan to physically visit.“Direction requests are up 18% — more people are planning to visit.”
Phone CallsCalls initiated directly from the GBP. The metric clients care about most. Never guarantee a specific number — show the trend.Show trend, not absolute number. Never promise this will increase.
Photo ViewsHow often GBP photos are viewed. High counts indicate an engaged, well-trafficked profile.Use to justify photo investment: “Your photos received 2,300 views last month.”
Search QueriesThe keywords people used to find the GBP. Goldmine for understanding what terms are driving discovery vs. what the campaign is targeting.Compare against campaign keywords to identify gaps.
⚠️
HIPAA-Regulated Clients
Healthcare providers must follow HIPAA when responding to reviews. Never confirm someone is a patient. Never reference treatments, appointments, or conditions. Responses must be generalized. When in doubt, shorter is safer. Flag healthcare client review responses to CS Manager for compliance review.
The Golden Rule
Respond to every review within 24 hours. Speed signals active management to Google and to customers. Unresponded reviews older than 48 hours are a CRM audit failure.
⚠️
2026 Update — Call Button Disappearing from Map Pack
Only 1 in 5 Map Pack results now show the call button. Reliable BVIs going forward: direction requests and profile views. Never lead with call volume as the primary BVI on a monthly review call. The direction requests metric is the most reliable purchase-intent indicator available.
GBP Attributes (15 min)

GBP Attributes are factual descriptors about the business that appear on the listing. They are often keyword-indexed and can influence relevance for specific searches. Examples: “Wheelchair accessible,” “Online appointments,” “Same-day service,” “Free estimates,” “Women-owned,” “LGBTQ+ friendly.” These answer common pre-visit questions and signal completeness.

GBP Health Score (20 min)
🔧
Tool — gmbaudit.com
gmbaudit.com — Free GBP health score (0–100). No account required. Run on any GBP in seconds. Target for all active campaigns: 85+/100 by Month 3. Use on competitor profiles to show why they outrank the client. Share screen during onboarding calls: “You’re at 58/100. Here are the three highest-impact improvements.”

See Training Material B for the full 12-element GBP Health Score Rubric used during overnight audit assignment and onboarding calls.

2:45–3:30Session 5 — Competitor GBP Audit Exercise45 min

Trainee selects a business type and performs a live competitor audit of the top 3 ranking profiles in that vertical using GMB Everywhere and gmbaudit.com. Documents: primary category used · secondary categories · health score (if public) · review volume and recency · photo count and recency · posts in last 14 days · one key optimization gap identified.

GBP-Website Alignment — The 7 Checkpoints

In 2026, Google evaluates businesses as complete digital entities — cross-referencing the GBP with the website. Inconsistencies between the two weaken the entity signal and limit ranking potential for both.

CheckpointAlignment Requirement
1. Business NameMust be identical across GBP, website, and all directories — including capitalization and abbreviations
2. AddressExact match required — including suite numbers, street abbreviations (St vs Street), and zip code format
3. Phone NumberSame local phone number on GBP and website. Call tracking numbers require careful handling.
4. Website URLThe URL in the GBP “Website” field must match the canonical URL of the homepage — including https:// and www
5. ServicesCore services listed in GBP should correspond to service pages on the website. A GBP service with no website page weakens relevance.
6. Business HoursGBP hours and website hours must match exactly — including holiday hours when updated
7. Schema NAPLocalBusiness schema on the website must contain the same name, address, and phone as the GBP — character for character
📋
Tonight’s Assignment
Trainer assigns one real business GBP (anonymized). Trainee completes a full independent GBP audit using Training Material B (GBP Health Score Rubric) and writes a 1-page Optimization Report — top 5 recommendations ranked by expected impact. Submit at 8:00 AM Day 4. Presentation is the first 20 minutes of Day 4 Session 1.
D4

Objective: Trainee presents their independent GBP audit findings. Can explain 5 ranking fluctuation scenarios accurately, calmly, and without blame or false promises. Can describe Google’s 2026 algorithm state in plain language.

TimeDurSession
8:00–9:3090 minSession 1: GBP Audit Presentations + Algorithm History & 2026 State
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: E-E-A-T + Engagement Signals + Proximity + Competitive Dynamics
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: The 90-Day Breakdown + Client Misconceptions
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Ranking Fluctuation Scenarios — Extended Set
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Case Study Diagnoses + Plain Language Conversions
3:45–4:0015 minDay 4 Wrap-Up + MSA Preview
8:00–9:30Session 1 — GBP Audit Presentations + Algorithm History90 min
Independent GBP Audit Presentations (20 min)

Trainee presents their overnight GBP audit report. Structure: Overall Health Score → Top optimization opportunities → Recommended priority order → Expected impact. Trainer scores using Training Material B rubric. Any score below 3.0 means targeted remediation before moving to new material.

Google’s Local Algorithm — History and 2026 State (35 min)
EraWhat Characterized It
2010–2015: Google Places EraBasic business listing with name, address, phone, website. Simple optimization (fill in the fields) produced visible ranking improvements. Algorithm was relatively straightforward.
2015–2018: Google My Business LaunchGBP expanded with photos, posts, reviews. Algorithm became more sophisticated — engagement signals began to matter alongside profile completeness.
2018–2021: Review Velocity Becomes PrimaryReview quantity and recency became dominant prominence signals. Businesses investing in review generation programs saw measurable ranking improvements.
2021–2023: Engagement Signals DominantPost-pandemic, Google weighted behavioral engagement signals heavily. Businesses with high GBP interaction rates (calls, clicks, directions) consistently outranked those with static, complete profiles.
2023–2025: AI Integration BeginsGoogle starts evaluating businesses as complete digital entities. Cross-referencing GBP with website, reviews, and web presence. Profile freshness becomes a ranking factor.
2026: AI-Driven Entity EvaluationProfiles evaluated holistically. Freshness, consistency, sentiment, and activity are all ranking inputs. Businesses inactive for 30+ days experience measurable ranking decay. Quality of review content matters, not just star ratings.
Why the 90-Day Timeline Exists (35 min)

Clients expect results in 2 weeks. The 90-day guarantee exists for a reason — and trainees need to explain that reason convincingly.

💡
Key Phrase to Teach Trainees
“Google needs to see that the engagement is real and sustained before it trusts it enough to move you up. If it responded to every spike in activity immediately, anyone could game the ranking. The 90-day timeline exists because that’s how long it takes for Google to process enough signal data to make a confident ranking decision.”
PhaseWhat’s HappeningClient Message
Week 1–2: GBP OptimizationProfile updated: categories confirmed, description optimized, services populated, photos uploaded, Website FAQ page built or confirmed. Algorithm begins processing the changed profile data.“No ranking movement visible yet — this is normal.”
Week 2–3: Campaign ActivatesGPS engagement begins. Real users in the target area begin searching keywords and interacting with the GBP. Engagement data starts flowing into Google’s algorithm. Still no visible ranking change — the algorithm needs to accumulate signal volume.“You may start to see position changes — this is the Trial Burst beginning.” Phone Analogy
Week 3–6: Signal AccumulationEngagement data builds. Google begins to recognize the pattern of increased activity. Early keyword movement may appear in positions 6–15 but not yet Top 3.“Movement is real and compound — not linear.”
Week 6–10: Algorithm RecalibrationWith 6+ weeks of sustained engagement data, Google’s algorithm begins adjusting the prominence score. Keywords start entering the Top 5 range. This is where clients often become impatient.“Rankings stabilize into the compound-growth phase.”
Week 10–13 (Day 70–90): Top 3 TerritoryWith 10+ weeks of sustained signals and optimized profile, at least one keyword typically reaches the Top 3 threshold. This is where the guarantee is designed to trigger.“This is the guarantee window. We are on track.”
Month 4–6: ExpansionOnce the guarantee is fulfilled, the campaign continues building signals. More keywords climb. The Top 3 position becomes more stable as the prominence score compounds.“Your primary keyword is locked in. Now we expand to additional keywords.”
9:45–11:00Session 2 — E-E-A-T + Engagement Signals + Proximity + Competitive Dynamics75 min
E-E-A-T — Google’s Quality Framework (25 min)
SignalWhat It MeansHow Local Businesses Build It
ExperienceDemonstrates firsthand knowledge of the serviceReal photos of the team doing the work. Specific project examples. Case studies. “After 20 years repairing HVAC systems in Austin summers...”
ExpertiseShows professional knowledge and credentialsCertifications on the About page. Technician profiles. Industry association memberships. Technical FAQs showing depth.
AuthoritativenessRecognized as a trusted source by othersCitations in local media. Chamber of Commerce membership. Links from local news or community organizations.
TrustworthinessSignals the business is legitimate and transparentClear NAP. Physical address visible. Real phone number. SSL (https). Privacy policy. BBB or Yelp profile linked.
💡
Trainer Tip — Frame E-E-A-T in Client Context
“Google is asking: does this business genuinely know what it’s doing? A GBP alone isn’t enough evidence. The website, reviews, and content create the full picture.” This connects the algorithm theory directly to the advisory recommendations CSMs make on onboarding calls.
Engagement Signals — The Full Picture (30 min)
Signal TypeWhat It Tells the Algorithm
Direct SearchesUser searched the business name specifically. Signals brand awareness and demand.
Discovery SearchesUser searched a category or service and found the business. Signals relevance for that keyword — this is what Jumper Local drives.
Map Pack ImpressionsBusiness appeared in the Map Pack results. More impressions = more opportunities for engagement signals.
Website ClicksUser clicked through to the website from the GBP. Signals consideration and research behavior.
Phone CallsUser called directly from the GBP. The highest intent engagement signal — they’re ready to transact.
Direction RequestsUser requested directions. Almost-as-high intent as a call — they plan to physically visit.
Photo ViewsUser viewed profile photos. Signals engagement with the listing beyond basic information.
Post ViewsUser viewed a Google Post. Signals content engagement and profile freshness.
Proximity — Implications for CSMs (15 min)
  • A business at the edge of a city center will struggle to rank #1 for “[city] + service” searches conducted from downtown, regardless of how strong their GBP is.
  • This is not a failure of the campaign — it’s a geographic reality. Set this expectation clearly during onboarding for businesses in outer suburbs or SABs.
  • Mitigating proximity limitations: higher prominence can extend the effective ranking radius. A very prominent business can rank for a wider geographic area than a less prominent competitor closer to the searcher.
  • Keyword geography: targeting “[service] [neighborhood]” instead of “[service] [whole city]” can be strategic for businesses in specific districts.
Competitive Dynamics — What Moves Rankings Without Us (25 min)
EventWhat HappensHow to Frame It
Competitor Review BurstA competitor receives 30+ new reviews in a short period. Their review velocity spikes, boosting their prominence score temporarily.“A competitor received a surge of new reviews — our campaign is healthy and continues. This is normal competitive fluctuation.”
Competitor GBP OverhaulA competitor works with an SEO agency or hires someone to fully optimize their GBP. Category improvements, photo campaigns, service additions.“A competitor made substantial profile improvements. We’ll monitor and recommend specific response actions on our next call.”
New Competitor Enters MarketA well-established business from another market opens a location nearby. They bring an existing prominence score (reviews, web presence, brand search) — may immediately outrank clients who have been in the market longer.“A new business entered the market with existing prominence from their other locations. Let’s look at strengthening your review velocity to rebuild the lead.”
Algorithm UpdateGoogle releases a local algorithm update that reweights ranking factors. All businesses are re-evaluated. Some go up, some go down.“Google released an update affecting local rankings across many markets — outside our control per §9.6. We’ll assess impact over the next 2 weeks and adjust.”
Review RemovalGoogle removes a batch of reviews from the client’s profile (fake review purge or policy enforcement). Can cause a sudden prominence drop.Check GBP for review count change. If yes, explain Google’s enforcement process and focus on building velocity going forward.
💡
Teach This
Every ranking movement has a cause. Your job is not to always know the cause — it’s to investigate, frame it correctly, and respond without panic or promises. “Let me look into what changed in your competitive landscape this month and I’ll have a clearer picture for you by [date].” This is infinitely better than “I don’t know why your ranking dropped.”
12:00–1:15Session 3 — The 90-Day Breakdown + Client Misconceptions75 min
Extended Client Misconceptions — The Full List (45 min)

These are the most common incorrect beliefs clients bring into the relationship. Train every response until it’s natural. The wrong response to any of these destroys trust.

Misconception 1 — Ranking = Calls
Client Says
“I’m ranking #2 but my phone isn’t ringing more.”
Respond
“Ranking #2 gets you seen. Whether searchers call depends on how compelling your listing looks — your reviews, photos, and the clarity of what you offer. Let’s look at your GBP together and see if there are elements we can strengthen to improve conversion from the visibility we’ve built.”
Misconception 2 — It Stopped Working When Nothing Changed
Client Says
“We dropped from #2 to #5 and you haven’t changed anything.”
Respond
“Our campaign has been running continuously — activity hasn’t stopped. What you’re seeing is almost always explained by something that changed in your competitive landscape: a competitor may have gotten a burst of reviews, or there was an algorithm update. Let me pull your engagement data — I suspect you’ll see campaign activity has been consistent even as the position fluctuated.”
Misconception 3 — My Competitor Is Cheating
Client Says
“My competitor went from #5 to #1 overnight. They must be doing something illegal.”
Respond
“I understand why a sudden jump looks suspicious. In our experience, the most common explanation is a legitimate campaign change — they may have received a significant number of new reviews, optimized their profile, or started their own campaign. Google’s algorithm is increasingly good at detecting and penalizing fake signals. What we focus on is building the kind of sustained, legitimate prominence that creates durable ranking — not spikes that get reversed.”
Misconception 4 — The Trial Period Should Show Results
Client Says
“Nothing happened during the trial. I don’t think this works.”
Respond
“The trial period is designed to demonstrate that our campaign activates correctly — not to show ranking movement. The algorithm needs 6–10 weeks of sustained engagement data before it adjusts rankings meaningfully. The trial shows us that your campaign is set up, running, and generating signals. The ranking movement comes later in the 90-day window. This is what the guarantee is designed around.”
Misconception 5 — I Can Check My Own Ranking by Googling Myself
Client Says
“I just Googled myself and I’m #1! Why does your report show #3?”
Respond
“The result you see from your own location and device is affected by two things: Google knows you’re close to your business address, and it may have learned your search patterns. We track rankings from multiple locations across your target area to give you a true picture of how your business appears to potential customers who don’t know you yet.”
1:30–2:30Session 4 — Ranking Fluctuation Scenarios — Extended Set60 min

Each scenario is presented in writing. Trainee has 8 minutes per scenario to write: (1) the most likely cause and (2) a 3-sentence client-facing explanation. After all 5, discuss together.

ScenarioKey DiagnosisClient Framing
A — The Mystery Drop
Dental practice. Day 60. Was ranking #2 for “dentist near me.” Now at #6. GBP engagement is UP 15%. No campaign changes.
Competitor activity most likely. Engagement is UP (campaign is healthy) but ranking dropped — this disconnect points to a competitor improvement, not a campaign failure.“Our campaign is healthy — your engagement is actually up 15% this month. What you’re seeing is likely a competitor making a significant improvement. Our job now is to identify that movement and continue building your prominence to recover and surpass it.”
B — The Flat Campaign
HVAC company. Day 35. No ranking movement. Sitting at position 11 for all campaign keywords.
Too early to assess. Day 35 is in the signal accumulation phase. Position 11 with moderate engagement is expected at this stage.“Day 35 is squarely in the signal accumulation phase — this is exactly where we’d expect to be. The algorithm needs 6–10 weeks of sustained data before it starts moving rankings. Position 11 today is not a concern — position 11 at Day 75 would be.”
C — The Sudden Jump Then Drop
Personal injury attorney. Week 8. Jumped to #1 for primary keyword for 5 days, then fell back to #4.
Algorithm volatility during recalibration phase. This pattern (jump → drop → stabilize higher than starting point) is common in weeks 8–12.“This is actually a positive signal — the algorithm is testing your new position. This jump-and-settle pattern is very common in weeks 8–12. The position will stabilize at a higher level than where you started. The jump tells us the algorithm is taking you seriously.”
D — The Guarantee Cliff
Roofing company. Day 88. Primary keyword at #4. Three other keywords in positions 8–15. Client calls about refund.
Two days remain. Do not discuss refund eligibility — that requires CSM Leader review. Escalate immediately.“I’ve noted your concern and I’m involving my CSM Leader right away — they’ll have a clear answer for you within 24 hours. I want to make sure we handle this correctly for you.” [Then escalate immediately and do not commit to any outcome.]
E — The New Entrant
Plumbing company. Month 4. Stabilized at #2 for three months. Suddenly dropped to #5 after a new plumbing company opened 0.3 miles away.
New competitor with existing prominence (expanding from another market). Their proximity advantage in that micro-location is real.“A new competitor entered your immediate area with an existing review base from their other locations. Their proximity advantage is real — it’s not a campaign issue. Our strategy now is to increase your review velocity to widen your prominence lead and evaluate neighborhood-specific keyword targeting.”
2:45–3:30Session 5 — Explaining Complex Topics Simply45 min
The Plain Language Principle

Every complex concept in local SEO has a simple, accurate equivalent that a non-technical business owner can understand. CSMs who speak in jargon lose clients. CSMs who over-simplify lose credibility. The goal is the intersection: accurate and plain.

JargonPlain Language Equivalent
Algorithm Update“Google adjusted how it weighs different ranking factors for local businesses.”
Prominence Score“Google’s assessment of how well-known and trusted your business is in your area.”
Engagement Signals“The actions real people take on your Google listing — clicks, calls, direction requests — that tell Google your business is popular.”
NAP Consistency“Making sure your business name, address, and phone number are spelled and formatted the same way everywhere online.”
Proximity Bias“Google showing your business more prominently to people who are closer to your physical location.”
Review Velocity“How consistently you’re getting new reviews over time — steady is better than a big spike followed by nothing.”
Map Pack Position 4“Just outside the top 3 results that appear on Google Maps — the goal is to move you into those top 3 spots.”
📖
Day 4 Preview for Trainee
Tomorrow is MSA day — the most legally important day of training. Tonight, re-read the guarantee clause (§9.1), the refund section (§9.3), and the visibility disclaimer (§9.4) from the playbook. Be ready to explain each in plain language first thing tomorrow morning.
D5
🔒
Certification Gate
MSA Knowledge Quiz — 90% required (9/10 correct). One same-day retake. Second failure = remediation + re-quiz next morning. Must pass before Week 2 begins. Go to Day 5 Quiz
TimeDurSession
8:00–9:3090 minSession 1: MSA Overview + §9.1 Guarantee + §9.3 Refund Process
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: §9.4 Visibility Disclaimer + §9.5 Cooperation + §9.6 Platform Dependency + Commercial Terms
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: CS FAQ Deep Dive — Every Scenario Covered
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Role Play — Refund Demand + Misset Expectations
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Additional Role Plays + MSA Quiz (90% required)
3:45–4:0015 minWeek 1 Recap + Week 2 Preview
8:00–9:30Session 1 — MSA Overview + §9.1 Guarantee + §9.3 Refund Process90 min
Why CSMs Must Know the MSA Cold (10 min)

Trainer says: “The MSA is not a document clients read carefully before signing. By the time a client wants to understand it, something has usually gone wrong — they’re frustrated, they feel misled, or they want their money back. At that moment, you need to be the most knowledgeable person in the room about what was and wasn’t promised. Not to defend Jumper Media — to have an honest conversation about what actually happened.”

MSA Key Clauses
§9.1
Performance Guarantee
At least one (1) campaign keyword achieves Top 3 ranking within the Google Local Search Map Pack within ninety (90) days from campaign launch. Not all keywords. Not #1. Not leads or calls. One keyword. Top 3. 90 days.
§9.3
Refund Eligibility
ALL 4 conditions simultaneously: (1) Campaign remained active 90 days. (2) Client cooperated with onboarding. (3) Client did not interfere with the campaign. (4) Refund request submitted within 10 days after Day 90. One condition unmet = no refund.
§9.4 — Most Critical
Visibility Disclaimer
The Services are visibility optimization services only. Jumper Media does NOT guarantee: lead generation, phone calls, website traffic, revenue increases, business growth, or customer acquisition. Visibility only.
§9.5
Client Cooperation
Failure to cooperate — including refusing to implement recommended optimizations or taking actions that conflict with campaign strategy — may void guarantee eligibility. Document in CRM immediately. This is your primary legal protection.
§9.6
Platform Dependency
Client acknowledges that the Services depend on third-party platforms such as Google. Changes to search algorithms, competitive conditions, or platform policies may impact rankings and are outside Jumper Media’s control. Cite as context — not as an excuse.
72-Hour Window
Cancellation Policy
Active clients at renewal must cancel 72 hours before their renewal charge. All contract types. CSM never commits to or denies — escalate to CSM Leader immediately. Never retroactively cancel a charge without CSM Leader approval.
§9.1 — Word-by-Word Breakdown (30 min)
Word / PhraseWhy It Matters
“at least one (1)”The guarantee covers ONE keyword minimum. Not all campaign keywords. A client with 10 target keywords needs only 1 in the Top 3 to fulfill the guarantee. Make sure trainees state this precisely.
“campaign keyword”Only keywords agreed upon at onboarding are covered. A client cannot point to a keyword they never asked us to target. This is why the keyword list must be documented at campaign launch.
“Top 3 ranking”Position 1, 2, or 3 in the Map Pack. Position 4 — just outside — does NOT fulfill the guarantee. This has been the source of nearly every refund dispute. Train trainees to be precise: “Top 3” means inside the Map Pack.
“within 90 days from campaign launch”The clock starts on campaign launch date, not signup date. If there was an onboarding delay (e.g., client took 2 weeks to confirm their GBP), the 90 days begins when the campaign is actually active. Document campaign launch date in Freshworks.
§9.3 — The Refund Process (30 min)
1
CSM receives refund request (email, call, or verbal). CSM must NOT commit to or deny eligibility. Response: “I’ve noted your request and I’m going to involve my CSM Leader right away. We’ll have a clear answer for you within 24 hours.”
2
CSM notifies CSM Leader within 12 hours (sooner if client is agitated). Share: account name, request date, claim being made, any relevant CRM notes on client behavior.
3
CSM Leader reviews the four eligibility conditions against CRM documentation. Provides written recommendation (approve / deny / escalate to Director) within 24 hours.
4
Decision communicated to client within 48 hours of request. Never leave a refund request unanswered for more than 48 hours.
The Four Refund Eligibility Conditions
ConditionHow to Verify
1. Campaign remained activeNo client-caused pauses during the 90-day evaluation period. If the client paused the campaign — even briefly — this condition may be unmet. Check Moonclerk billing history and campaign activation logs.
2. Client cooperated with onboardingDid the client grant GBP access promptly? Did they respond to the keyword strategy finalization? Did they provide any requested information? Document gaps in the CRM “Recommendation Follow-Through” field.
3. Client did not interfereDid the client change their GBP categories, delete our posts, revoke our access, or take actions against our recommendations? Document in “Recommendation Follow-Through” and “Bandwidth Constraints” fields.
4. Request within 10 daysThe refund request must be submitted within 10 days after the 90-day period ends. A request on Day 105 is outside the window.
📋
The Documentation Imperative
A refund denial without documentation is a disputed denial. Every instance of client non-cooperation must be logged in the CRM at the time it happens — not reconstructed after the fact. If a client changed their GBP settings against your recommendation, log it the same day with the specific action taken. This documentation is what protects the company in a churn or refund dispute.
9:45–11:00Session 2 — §9.4, §9.5, §9.6 + Commercial Terms75 min
§9.4 — The Visibility Disclaimer (25 min)

Full text: The Services are visibility optimization services only. Jumper Media does not guarantee lead generation, phone calls, website traffic, revenue increases, business growth, or customer acquisition.

This is the most-used clause in daily CSM work. Every “why isn’t my phone ringing” conversation, every “I expected more customers” conversation, every “this isn’t worth it” conversation — this is the clause.

The Visibility → Revenue Gap

Visibility → Clicks/Calls → Conversion → Revenue. Jumper Local controls the first step. What happens after that depends on:

  • How compelling the GBP looks (reviews, photos, description) — we can influence this
  • How the business’s website converts visitors — outside our control
  • How the business answers the phone and handles inquiries — outside our control
  • Whether the business’s pricing is competitive — outside our control
  • Competitor offers and market conditions — outside our control
💬
The Client Conversation Script
“Our service improves your visibility in the Map Pack — specifically your ranking position. Higher ranking means more people see your business when they search for your services. Whether they then call, visit, and become customers depends on how compelling your listing is, how your team handles inquiries, and your pricing relative to competitors. We can help you think through the listing elements, but we can’t control what happens after the click. What we guarantee is getting you seen.”
§9.5 — Client Cooperation (20 min)

Full text: Failure to cooperate — including refusing to implement recommended optimizations or taking actions that conflict with campaign strategy — may void guarantee eligibility.

In practice, non-cooperation looks like:

  • Client changes GBP primary category after we optimized it
  • Client deletes posts we scheduled or removes photos we added
  • Client revokes GBP manager access mid-campaign
  • Client refuses to respond to 3 consecutive onboarding communications
  • Client creates new Google reviews using incentives (violates Google policy, creates suspension risk)
  • Client makes SEO changes to their website that conflict with the GBP’s relevance signals
📋
CRM Documentation Is the Protection
The moment any non-cooperation occurs, log it in Freshworks: Recommendation Follow-Through = Minimal (or Partial), Bandwidth Constraints field updated, a note with the specific action taken and date. This is not optional — it is the difference between a defensible refund denial and one that exposes the company to a chargeback.
§9.6 — Platform Dependency (15 min)

Full text: Client acknowledges that the Services depend on third-party platforms such as Google. Changes to search algorithms, competitive conditions, or platform policies may impact rankings and are outside Jumper Media’s control.

💬
How to Use §9.6 in Conversation
“Part of what’s happening here is outside anyone’s direct control — Google updated its local algorithm last month and it affected rankings across the board, including some of our best-performing accounts. This is explicitly acknowledged in your service agreement. What I can tell you is that our campaign activity has been continuous, and our job now is to monitor the situation and strengthen the signals that will help you recover and improve.”
🚫
What NOT to Do with §9.6
Do not lead with this clause as an excuse. Use it as context after showing what you ARE doing to address the situation. “Google changed the algorithm and there’s nothing we can do” is not acceptable. “Google changed the algorithm, here’s what’s happening, and here’s what we’re doing” is.
Commercial Terms — §6 and §7 (15 min)
TopicPolicy
Auto-RenewalSubscriptions auto-renew unless the client provides written notice within the 72-hour cancellation window before each renewal date. Auto-renewal cannot be turned off. Clients who claim they didn’t know are responsible for the terms they agreed to.
Pricing Changes30 days written notice required before any pricing change takes effect. The CSM does not set pricing. If a client received a discount rate, that rate is locked as long as the auto-renewal is active.
Termination for BreachEither party can terminate for material breach with 30 days cure period. This is rarely invoked but CSMs should know it exists.
Pause PolicyMaximum 30 days. After 30 days, the client must churn and re-sign when ready. Do NOT tell the client you’ll reach out to see if they want to continue — if you can’t reach them, the plan will renew and they may dispute it.
12:00–1:15Session 3 — CS FAQ Deep Dive75 min

These are real questions from real clients. Train every response until the trainee can answer without hesitation.

What would happen if Jumper Media shut down?
📊
Stability Facts
Jumper Media has been operating since 2016 — 9 years. 20,000+ businesses ranked Top 3 on Google Maps. 4,000+ active and past clients. Verified Google Partner status. 8,000+ GBPs tested with zero suspensions. Trusted by national franchise brands. Profitable and growing team and client base.
💬
Response Framework
Acknowledge the concern. Provide factual stability signals (size, tenure, track record). Note that even in an extreme scenario, the company’s obligation would be to protect clients. Close by redirecting to why the concern is unlikely based on the track record above.
Can I turn off auto-renewal?
⚠️
Policy
Auto-renewal CANNOT be turned off. This is not negotiable. But how you frame this matters enormously — a blunt “no” creates resentment; a well-explained “here’s why it’s actually good for you” creates acceptance.
💬
Response
“Thank you for asking — I want to make sure we’re on the same page. Your subscription auto-renews, and there are two things that protect you: first, it locks you in at the rate you signed on — if our pricing changes, you’re protected. Second, you have a 72-hour cancellation window before each renewal date — as long as you let me know within that window, you won’t be billed. I outlined your renewal date on our kickoff call and in the follow-up email. Would you like me to resend that information?”
Can I sign up now and start when I’m ready?
💬
Response
“Yes, you can sign up today and we can delay your campaign start. The one thing to note is that we need to activate within 30 days of your sign-up date — after that, promotional pricing may no longer apply and we’d need to review your eligibility for the current offer.”
Why don’t you offer automated direct message services?
💬
Response
“Automated DMs are explicitly prohibited by most major platforms — Instagram in particular has strict rate limits and will ban accounts that use them. They also create a terrible first impression for potential customers. What we offer is genuine engagement strategy, not automation that risks getting your account suspended.”
Are they real people? (GPS Engagement Compliance)
💬
Response
“Yes — everything that happens through our campaign involves real people with real Google accounts making real searches from real locations in your service area. That is literally what we do — no shortcuts.”

“Here’s how I know you can trust that: Jumper Media is a verified Google Partner. That means Google has reviewed our process and approved it. We have run this campaign across 8,000+ Google Business Profiles — and not a single account has ever been flagged or suspended because of our work. That is not luck. That is compliance.”

“What Google prohibits is bot-generated reviews and automated click fraud. We do neither. What we do is direct real people to search for your business and interact with your listing the same way any genuine customer would. The engagement is authentic — it just happens at scale.”
I don’t care about ranking, I just want customers
💬
Response
“I completely understand — the goal is customers, not rankings for their own sake. Here’s how it connects: when someone needs your service and searches Google, they find the top 3 businesses in the Map Pack. Those 3 businesses get the overwhelming majority of the calls and visits from that search. If you’re not in those top 3, most of those potential customers never see you at all. Ranking isn’t the destination — it’s the mechanism that gets you in front of customers who are actively searching for exactly what you offer.”
Can I pause and continue with a specific add-on service?
⚠️
Policy
Add-on services are paired with the primary plan — they cannot continue independently when the primary plan is paused. Policy: plan can be paused for up to 30 days maximum. If a client wants to pause for longer, they need to churn and re-sign when ready. Make sure they understand the 30-day pause auto-renews — give them the exact date and set a task to check in before renewal.
Can I pause and continue with a specific add-on service?
⚠️
Policy
Add-on services are paired with the primary plan — they cannot continue independently when the primary plan is paused. Policy: plan can be paused for up to 30 days maximum. If a client wants to pause for longer, they need to churn and re-sign when ready. Make sure they understand the 30-day pause auto-renews — give them the exact date and set a task to check in before renewal. Do NOT tell the client you’ll reach out to see if they want to continue — if you can’t reach them, the plan will renew and they may dispute it.
My client wants to refer a friend — what do I do?

The CSM handles all referrals directly. Do not route to Sales or SDR.

1
Email the referral first (within 24 hours). Lead with the referring client’s name in the subject line and opening sentence. Subject: “[Referrer Name] thought you’d be a fit — quick intro.” Do not cold-open with Jumper Media first — the referrer’s name creates immediate context and social proof.
2
Call if no email reply within 48 hours. Open with: “[Referrer Name] asked me to reach out — I’m [Your Name] from Jumper Media. Do you have two minutes?” If voicemail: lead with referrer’s name in first sentence.
3
Intro call (condensed onboarding intro format). Explain the service, confirm qualification (3.5+ stars, 10+ reviews), walk through the guarantee. Diagnose fit first — do not pitch. Use the onboarding intro call framework.
4
Payment via Moonclerk. Method A: Share the Moonclerk payment link for the appropriate plan — referral clicks, enters payment details, activates automatically. Method B: If the referral prefers help, guide them through Moonclerk checkout on a screen-share. The client must enter their own payment details — you navigate, they type.
5
Apply referrer credit. When the referral activates a paid subscription, notify the CSM Leader to apply a $400 credit to the referring client’s next billing cycle. Log the action in Freshworks under Incentive Category: Closed Referral. New clients only — not for additional locations the same client adds.
💡
Referral vs. Expansion
A referral = NEW point of contact. Someone new who you’ll be re-explaining the service to. An expansion = same client point of contact adding an account they manage. Example: your client is the marketing manager for a company and wants to add a second location under their existing account. That’s expansion — no referral credit applies.
1:30–2:30Session 4 — Role Plays: Refund Demand + Misset Expectations60 min
Role Play 1 — Refund Demand at Day 92SESSION 4
Setup
Day 92. Law firm client. Ranked #4 — just outside the guarantee. Client demands full refund and references “the guarantee.” They are aggressive.
Pass Criteria
PASS: Correctly states guarantee covers Top 3 (not Top 4) · Does not deny refund without checking all 4 §9.3 conditions · Does not commit to a refund · Escalates to CSM Leader immediately · Documents request in Freshworks same day · Expresses empathy without validating misset expectation.

FAIL: Agrees to or promises a refund · Denies refund without checking documentation · Blames Google or sales without a resolution path · Leaves refund request unescalated.
Role Play 2 — Misset Expectations from SalesSESSION 4
Setup
Day 30. Roofing company. Client email: “The person who sold me this said I’d be getting more calls by now. I haven’t gotten any more calls. What’s going on?”
Pass Criteria
PASS: Acknowledges frustration without validating it · Redirects to §9.1 (guarantee) and §9.4 (visibility only) · Does not throw sales under the bus · Explains 90-day timeline accurately · Notes that calls are not guaranteed — visibility is.

FAIL: Agrees client should be seeing more calls · Implies campaign should have produced call volume by Day 30 · Promises calls will improve · Criticizes sales team by name.
Role Play 3 — Billing Dispute (72-Hour Window)SESSION 5
Setup
Client was billed despite emailing to cancel. The email was sent 36 hours before renewal — inside the 72-hour window. Client is upset and wants an immediate refund.
Pass Criteria
PASS: Does not cancel or refund independently · Confirms 72-hour window policy · Escalates to CSM Leader · Logs contact and cancellation timestamp in CRM · Does not dismiss client’s frustration.

FAIL: Promises a refund · Apologizes that the policy is unfair · Takes any cancellation or billing action without Leader authorization.
Language Reference — Never Say / Say Instead
✗ Never Say✓ Say Instead
“You’ll get more calls”“Your visibility in the Map Pack will increase — which positions the business to be found by more people who are actively searching.”
“We guarantee you’ll rank for your keywords”“Our guarantee covers at least one campaign keyword reaching Top 3 within 90 days.”
“That’s Google’s fault”“Algorithm changes are outside our control per §9.6 — here’s what we’re doing to respond.”
“I understand” (hollow, without following up)“I hear that — let me make sure I understand exactly what you’re seeing before I respond.”
“Don’t worry”“Here’s the data on where you stand right now — let me walk you through it.”
“I’m not sure why that happened”“Let me pull the data and get back to you by [specific time].”
“There’s nothing we can do”“Here’s what we can do right now, and here’s what we’re monitoring.”
Week 1 Wrap-Up (3:45–4:00)

Week 2 Preview: Week 2 is the transition from knowledge to practice. Trainees will begin supervised client contact, learn the onboarding call framework, and run their first mock client calls. The foundation built in Week 1 — product knowledge, SEO fundamentals, GBP mastery, and MSA precision — is the prerequisite for every client conversation they will ever have.

D1
📝
Trainee Interactive Exercises
Trainee Exercises — Day 6: S1 Deal Record Navigation. S2 Deal Fields Flashcards (6 cards). S3 Field mapping. S4 Write a 4-element CRM note. S5 CRM Audit. All sessions gated.

Objective: Trainee navigates every section of a Freshworks deal record without prompting, correctly identifies all CSM-owned fields, logs activities using the right type, and completes a 3-record CRM audit with zero gaps.

TimeDurSession
8:00–9:3090 minSession 1: The Deal Record — CSM Scope & Pipeline
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Basic Information — Field by Field
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: Jumper Local — Account Management Fields
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Activities — Logging Every Touchpoint
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Conversations, Files & CRM Audit Exercise
3:45–4:0015 minWrap-Up + Day 6 Quiz
8:00–9:30Session 1 — The Deal Record: CSM Scope & Pipeline90 min
Day 6 Opening (5 min)

Ask the trainee: “Where do most onboarding errors start?” Let them answer. The answer is always the CRM — a blank field, wrong activity type, or note on the wrong record. This day prevents all of it.

CSM Scope in the Pipeline (20 min)

The Freshworks deal pipeline: New Lead → Claimed → Qualified → In Communication → Won. CSMs own exactly two stages: Won (active client) and Churned (offboarded). Everything before Won is Sales territory. Never touch pre-Won stages, never move deals backward, never edit Sales-owned fields (SDR rep, AE Owner, SDR Cycles). Flag errors to Sales — never self-correct.

Why the Deal Record — Not Contact or Account (15 min)

Freshworks has three record types. CSMs work exclusively in Deals. Every piece of client information — product, billing, risk, call history, keywords — lives on the deal. When a client calls, the first thing you open is their deal. Show the trainee the three panels: summary header, deal detail fields, notes panel on the right. Train the habit: read the last three notes before every call.

📌
CRM Hygiene = NRR
Incomplete deal records lead to missed renewals, undetected churn risk, and failed handoffs. A CSM with clean, current records never gets caught off guard. A CSM with blank fields will eventually miss something that costs a client. This is not admin work — it is retention work.
⚠️
Common Mistake
Trainees sometimes log notes to the Contact record instead of the Deal. Notes on the Contact are invisible to anyone opening the Deal. Always verify you are on the correct record before logging.
9:45–11:00Session 2 — Basic Information: Field by Field75 min
Critical CSM Fields (40 min)
FieldWhat it drivesUpdate trigger
CSR OwnerRoutes tasks and dashboards to the right CSMSet on assignment; update immediately on reassignment
LOCAL URLDirect link to the client’s Jumper Local record — used on every callSet during onboarding setup; must be populated before first call
Client Time ZoneAccurate schedulingSet on the onboarding call; never leave blank
Moonclerk Next Payment DateProactive billing managementAuto-synced; check before every call — charge within 7 days = reach out proactively
Next Meeting DateCadence tracking and manager visibilityUpdate after every call; never leave blank post-onboarding
Deal StagePipeline reporting and handoff triggersWon (auto) → Churned (CSM moves manually when client offboards)
Churn DateChurn reporting and clawback triggersSet the day the client confirms cancellation
Churn ReasonsCause-of-churn analysisRequired dropdown — must be selected before moving to Churned
💡
Moonclerk Rule
If a charge is within 7 days and any unresolved concern exists on the account, reach out before the charge — not after. A client charged while frustrated is twice as hard to retain as one you caught proactively.
12:00–1:15Session 3 — Jumper Local: Account Management Fields75 min
CS-Owned Fields (35 min)

The Jumper Local — Account Management section in Deal Details is built for CS. Sales never touches it. These fields capture campaign advisory data, risk signals, and expansion opportunities that don’t belong in standard CRM fields.

FieldWhat it capturesWhen to update
SEO AuditGoogle Doc link to the full campaign auditAfter every audit — primary reference for keyword and website advisory
Churn Risk StageCurrent risk level: Low / Medium / HighSame day any risk signal appears
Churn Risk ReasonPrimary reason for the risk classificationFill when Churn Risk Stage is set
Escalated toWho received the formal escalationSet on the day the escalation occurs; never leave blank after escalating
Review & TestimonialWhether the client has provided a review or testimonialUpdate when positive feedback is captured
Expansion ProductsAdd-on products discussed or soldUpdate when an expansion conversation occurs or closes
Current Marketing AgencyExternal agency managing other marketing for this clientFill during onboarding if client mentions an agency — critical for B2B
🚫
Churn Risk Stage Is Non-Negotiable
Any dissatisfaction, cancellation intent, or performance issue = update Churn Risk Stage the same day. Blank on a troubled account is an audit failure. CS leadership uses this field to identify accounts that need intervention before they are lost.
Field Mapping Exercise (20 min)

5 client scenarios — trainee identifies which field to update and what value to enter:

  • Client says “I’m not seeing results and thinking about canceling.”
  • You complete a full SEO audit and create a Google Doc with findings.
  • Client mentions working with Agency XYZ for paid search.
  • Client agrees to leave a 5-star Google review for Jumper Media.
  • You escalate a billing dispute to the CS Manager.
1:30–2:30Session 4 — Activities: Logging Every Touchpoint60 min
Activity Type Reference (20 min)
Activity TypeUse it when…Tracking value
CSR Intro CallFirst call with a new clientOne per relationship start — tracks onboarding compliance
CSR Account Review CallMonthly review call completedTracks review cadence — shows All / Upcoming / Overdue / Completed
Client Check-in CallMid-cycle check-in, not a formal reviewTracks touchpoint frequency between reviews
Off Boarding CallFinal call when a client churnsRequired for complete churn documentation
TasksAny follow-up action with a deadlineShows Overdue when past due — visible to CS leadership
NotesFreeform documentation; context and observationsContext layer — supplements activity types, never replaces them
The Four Elements of a Complete Note (15 min)

Every note must answer these four questions without the reader needing to ask follow-ups:

  • Who was on the call? Names and roles of all participants
  • What was discussed? Brief factual summary — not a transcript
  • What was the outcome? Client sentiment, decisions made, issues raised or resolved
  • What is the next action and who owns it? A specific next step with a person and a date
Good vs. Flagged Note
Good: “Onboarding call with John M. and Rodrigo. 35 min. Covered 90-day guarantee, dashboard walkthrough, keywords confirmed correct. Client concerned about N/A in southern service area — explained proximity weighting and normal early campaign behavior. Client satisfied. Next call Apr 16 booked.”

Flagged: “Called client. Went well. Will follow up.”
🚫
48-Hour SLA
Every client interaction must be logged within 48 hours. Use the correct activity type — not just Notes. The CSR Account Review Call activity and the Note are not interchangeable. The activity tracks cadence compliance. The note provides context. You need both.
2:45–3:30Session 5 — Conversations, Files & CRM Audit Exercise45 min
Conversations Tab (10 min)

Sales Emails & Activities: The full email thread — outbound, inbound, and automated sequences (Calendly invites, payment reminders, BVI recaps, welcome emails). Scan before every client call. Clients reference recent automated emails frequently — knowing what they received builds trust and prevents confusion.

Call Logs: Call recordings and metadata, separated from the email thread. Use when you need to review exactly what was said on a specific call.

CRM Audit Exercise (25 min)

Trainer provides 3 sample deal records. Trainee audits each against the compliance checklist. For every gap: write one correction sentence.

CheckPass condition
CSR OwnerPopulated and matches the assigned CSM
LOCAL URLPopulated — direct link opens the correct Jumper Local record
Client Time ZoneSet — not blank
Next Meeting DateSet — not blank after onboarding
Note recencyAt least one note within the last 30 days
Churn Risk StageSet on any account with known risk signals — blank = fail
TasksNo overdue tasks left unaddressed
CSR Intro CallLogged as a completed activity — not just a note
D2
📝
Trainee Interactive Exercises
Trainee Exercises — Day 7: S1 Platform Mental Map. S2 Filter Scenarios. S3 Three-Panel Flashcards. S4 Action Bar Reference. S5 Read the Data. All gated.

Objective: Trainee navigates every section of Jumper Local without prompting, reads ARP and Coverage % correctly for any account, interprets a geo-grid map, and explains every action bar button in plain language.

TimeDurSession
8:00–9:3090 minSession 1: Platform Overview & Client List
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Filters & Operational Workflow
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: The Three-Panel Layout
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: The Action Bar
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: ARP, Coverage % & the Map
3:45–4:0015 minWrap-Up + Day 7 Quiz
8:00–9:30Session 1 — Platform Overview & Client List90 min
Opening (5 min)

Ask: “Without opening Jumper Local — what does a CSM use it for daily?” Correct: campaign health monitoring, client advisory, keyword audits, report generation. Rankings are one layer — not the whole picture.

Two Navigation Sections (20 min)

Business Management — CSM primary workspace. Every assigned client account with keyword count and performance summary. 90% of daily platform time lives here.

Keyword Templates — pre-built keyword sets by vertical: HVAC, Dental, Legal, Plumbing, Auto Repair. Use as a reference before building or auditing any keyword list — never start from scratch when a template exists.

📌
The LOCAL URL Shortcut
The LOCAL URL field in Freshworks stores a direct link to the client’s Jumper Local record. Always use it on calls — bypasses search and opens the exact account in under 2 seconds. If this field is blank on any account, populate it before the next call.
Client List Columns (15 min)

Business Name (with address), Plan Type, Keywords count, Performance % (Coverage % for primary keyword), Client Email, Cancel and Activate buttons. The Performance % column is your BoB health indicator — scan it before every review cycle to surface accounts below threshold.

Navigation Exercise (15 min)

Trainee opens a practice account via LOCAL URL. Trainer calls out tasks: locate Business Management, find a specific client, identify keyword count and performance %, open the record. Target: under 30 seconds per task.

9:45–11:00Session 2 — Filters & Operational Workflow75 min
FilterShowsWhenResponse SLA
Needs AttentionAccounts flagged for immediate actionFirst thing every morningSame-day response required
Needs Follow-upPending check-in — nothing critically wrongDaily scanWithin 24 hours
Trials OnlyActive trial accountsTrial-specific outreach or conversion trackingWeekly review
Include CanceledChurned and canceled accountsResearching a former client; verifying churn docsOn demand
Agency Clients OnlyB2B and agency accountsWhen comm approach differs from retail SMBOn demand
🚫
Cancel and Activate Buttons
Never click Cancel without explicit CS Manager authorization — this immediately stops the campaign and is visible to the client. Activate only after verifying payment in Freshworks. Both actions are logged and visible to CS leadership.
BoB Health Scan Exercise (20 min)
  • Sort by Performance % — identify any accounts at 0%
  • Apply Needs Attention filter — note every flagged account
  • Apply Trials Only — list active trials and their current performance
  • For 3 accounts: state plan type, keyword count, and performance % without opening the record
12:00–1:15Session 3 — The Three-Panel Layout75 min
Left Panel — Keywords (25 min)

Tabs: Active (tracking), Inactive (not tracking), Deleted (removed from campaign — always check on inherited or underperforming accounts), All.

Keyword list columns: Keyword name, Performance %, Status checkmark (green = tracking; missing = setup issue, flag immediately), Active toggle.

Your Rankings: Shows ARP and Coverage % for the currently selected keyword. Numbers update as you click different keywords. Always verify which keyword is selected before drawing conclusions.

💡
Click Behavior Is Critical
The map and History panels always show data for the selected keyword — not the campaign overall. A trainee who misreads data for the wrong keyword will give a client incorrect information.
Center Panel — History & Stats (20 min)

History table: Date, Top 3 Rank %, Coverage % per period. This is the primary trend indicator — compare rows forward in time. Rising = positive momentum. Declining = investigate. Specific to the selected keyword.

Render Gif: Animated visualization of ranking spread over time. Use in QBR decks and client emails to show campaign movement visually.

Right Panel — Geo-Grid Map (20 min)
DisplayMeaningClient implication
1–3 (green)Top 3 from this locationGuarantee win — counts toward §9.1 compliance
4–10 (yellow)Page 1 but not Map PackVisible but not converting — not a guarantee win
11–20 (red)Page 2 or beyondEffectively invisible to most searchers
N/A (dark red)Not in top 20 from this locationTrue non-ranking or Google A/B testing (see callout below)
⚠️
N/A: Two Causes, Different Responses
(1) Google A/B testing — if surrounding points show rankings, a single N/A is likely a temporary test. Do not flag to the client as a problem. (2) True non-ranking — widespread and persistent across the grid. Investigate alignment immediately. Trainees must distinguish between these before any client conversation about N/A.
1:30–2:30Session 4 — The Action Bar60 min
ButtonWhat it doesWhen to use it
Check HealthScans linked website — shows H1/H2/H3 tags and SEO DetailsAny keyword audit; diagnosing zero performance
LogsClient-facing action history, filterable by date and typeTracing what happened on an account and who made changes
Change HistoryAccount configuration changes (keywords added/removed, settings)Auditing what was changed and when — essential for inherited accounts
External LinkOpens client GBP directly in Google MapsVerify GBP live during calls or pre-call research
Request Login LinkSends client direct portal access linkDuring onboarding — show clients how to check their own progress
Download ReportGenerates downloadable BVI/ranking reportBefore monthly review calls; post-call client reference
+ NotesQuick note on this client record in Jumper LocalOperational notes — not a substitute for Freshworks logging
⚠️
Logs ≠ Change History
Logs = what the client or system did. Change History = what the CSM or admin changed. Using the wrong one gives you the wrong answer.
2:45–3:30Session 5 — ARP, Coverage % & the Map45 min
ARP — Average Ranking Position (10 min)

Average ranking position across all tracked keywords for the selected period. Lower is better — position 1 is best. Never read ARP in isolation: a business could have ARP 2 for one keyword while every other keyword is N/A. Always pair with Coverage %.

Coverage % (10 min)

Share of geo-grid points where the business appears in the Top 3. 60% Coverage = 60 of 100 grid points show a Top 3 ranking. This is the primary client metric because it maps directly to the guarantee. Goal: grow Coverage % over the 90-day campaign.

Live Data Reading Exercise (25 min)

Trainer opens 2 client records. For each, trainee must:

  • State ARP and Coverage % for the primary keyword without being prompted
  • Describe the History table trend and timeframe (improving / flat / declining)
  • Identify 2 winning map areas and 2 non-winning areas
  • Write one client-ready summary sentence — no jargon, no promises
Pass Criteria — Day 7
States ARP and Coverage % without prompting. Identifies trend from History table. Correctly classifies every geo-grid dot. Writes a client-ready summary sentence. Explains both causes of N/A without notes.
D3
📝
Trainee Interactive Exercises
Trainee Exercises — Day 8: S1 Freshworks Teach-Back. S2 Jumper Local Teach-Back. S3 SOP Drill. S4 End-to-End Pre-Call Setup. S5 Cross-Week Knowledge Check. All gated.

Objective: Trainee reviews and consolidates Days 1–7 knowledge. Day 8 SOP content is in active development. Sessions 1–3 are structured review. Sessions 4–5 are practice exercises using real accounts.

TimeDurSession
8:00–9:3090 minSession 1: Freshworks Deep Review & Practice
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Jumper Local Deep Review & Practice
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: SOP Content — Coming Soon
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Combined Tool Workflow Exercise
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Week 1–2 Knowledge Check
3:45–4:0015 minWrap-Up + Day 8 Quiz
8:00–9:30Session 1 — Freshworks Deep Review90 min
Teach-Back (20 min)

Trainee leads a 15-minute summary of Day 6: CSM pipeline scope, every Basic Information field and its update trigger, every Jumper Local — Account Management field and when to update it, all 6 activity types with their use cases, and the 48-hour SLA rule. Trainer listens and scores — do not interrupt. Build corrections into the next session.

💡
Teach-Back Protocol
If the trainee hesitates on any field, ask them to describe what would happen if that field were blank. The downstream consequence reveals the field’s importance. This is more effective than re-reading the list.
Freshworks Navigation Drill (50 min)

Open 3 live deal records (different plan types if possible). For each record, trainee completes the Day 6 audit checklist from memory: CSR Owner, LOCAL URL, Client Time Zone, Next Meeting Date, note recency, Churn Risk Stage, Tasks, CSR Intro Call logged. Identify every gap and state the correction. Timer: 15 minutes per record. Any gap they miss is a training item.

⚠️
Correction Approach
Do not just give them the answer. Ask: “What would happen at the next billing cycle if that field is blank?” or “If you were handing this account off tomorrow, what would the incoming CSM think?” Connect gaps to consequences.
9:45–11:00Session 2 — Jumper Local Deep Review75 min
Teach-Back (20 min)

Trainee leads a summary of Day 7: two navigation sections, all 5 filters and their response cadence, all three panel elements, every action bar button, ARP definition, Coverage % definition, geo-grid color meaning for all four states.

Live Account Analysis (45 min)

Trainer assigns 2 accounts. For each, trainee must complete without prompting:

  • Open via LOCAL URL from Freshworks
  • State current ARP and Coverage % for primary keyword
  • Describe the 30-day History table trend
  • Identify the most recent change in Change History
  • Read the Logs tab and describe the last 3 client-facing actions
  • Generate a Download Report and confirm it rendered correctly
  • Write a 2-sentence client-ready account summary
12:00–1:30Session 3 — The CS SOP: Call Protocols, Billing & Escalations90 min
🔖
Session Goal
Trainee can recite the 3 call types and when to use each, execute a billing push without prompting, name all 5 Slack channels and their purposes, and walk through a churn/save scenario from memory.
Open with: Why the SOP exists
“Every experienced CSM has a pattern for handling the situations you’ll face repeatedly. The SOP is that pattern written down. Your job today is to internalize it well enough that you stop asking ‘what do I do here?’ and start reaching for the right tool automatically.”
Teach: The 3 Call Types
Walk through each type — purpose, trigger, and key talking points:
  • Intro Call (first 7 days): Establish rapport, confirm goals, set expectations, dashboard walkthrough, timeline, schedule next call.
  • Account Review / QBR (every 90 days): BVI trend, keyword wins, what’s next, upsell check. Always document immediately after.
  • Check-In (monthly or ad hoc): Quick progress update, upcoming billing date, testimonial ask only if the mood is right. $400 credit for 2 reviews + 1 video.
Drill question: “A client calls randomly to complain. Which call type structure do you use? Why?” (Answer: Check-In flow, pivot to Account Review if data is needed.)
Teach: Push Billing — When, How, Limits
Cover the policy clearly:
  • Not ranking, followed recommendations: Up to 3 months, 1 at a time. After 3 months with no improvement: refund and cancel.
  • Not ranking, did NOT follow recommendations: No extension. Send offboarding link.
  • Budget constraints (satisfied client): Up to 2 months. Then move to Agency Plan.
The 3 required actions for every push: CRM note → #cs-jumper-local Slack post with MoonClerk link → Pushed Billing spreadsheet entry.

Role-play the empathy script: “I know sometimes things are a little tough… I can ask my manager if I can get you a credit on us…” — then pause. Don’t fill the silence.
Teach: Churn & Save Protocol
Approved save offers by cancellation reason:
  • Budget issue → 2 months free → Agency Plan
  • Not ranking (no push) → 3 months push billing
  • Not ranking (after 3 pushes) → Offboarding call → refund
  • No ROI/low traffic → 1 month free City Plan upgrade
After any outcome: document date, reason, decision, approver, next review date in CRM. All refund approvals require James or Diana sign-off.
Teach: Slack Channels — Drill This Until Automatic
Have trainee repeat the channel map until they can recite it:
  • #cs-jumper-local: Push billing, cancellations, Freshworks questions
  • #cs-jumper-local-tech-support: Dashboard bugs, tracking issues
  • #cs-x-am-keywords: Keyword implementation with keyword team
  • #seo-support: Audit and implementation questions
  • #smm-gbp: GBP and social media management status
Rule: always log in Freshworks first, then post to Slack. Never escalate without a CRM note.
Exercise: SOP Scenario Drill (20 min)
3 scenarios from the trainee portal. Trainee answers without notes:
  1. Client after 2 months of push, still not ranking — what happens? (Offboarding call)
  2. Happy client, tight budget, no prior push — what do you offer? (1-month push, 3 required steps)
  3. Dashboard loading wrong data — which Slack channel? (#cs-jumper-local-tech-support)
Debrief each one before advancing. Any wrong answer = trainer explains and retests.
Pass Criteria
Trainee completes all 3 scenario cards without notes. Can name 3 required steps for any billing push. Knows which Slack channel for billing vs. tech. Can walk through the churn save flow from memory for at least 2 of 4 scenarios.
1:30–2:30Session 4 — Combined Tool Workflow Exercise60 min
End-to-End Workflow Simulation (60 min)

Trainer presents a scenario: “A new client (Smith’s Plumbing) signed up yesterday. They have a deal in Freshworks at the Won stage. Your job is to complete all pre-onboarding call setup and then brief the team as if you were about to dial.”

Trainee must complete, in order:

  • Verify CSR Owner is set to themselves in Freshworks
  • Confirm Product Name, Plan Type, and keywords are correct
  • Find or create the LOCAL URL — verify it opens the correct Jumper Local record
  • Set Client Time Zone in Freshworks
  • Check Moonclerk Next Payment Date — state whether proactive outreach is needed before dialing
  • Open Jumper Local via LOCAL URL — confirm keywords are active and status checkmarks are present
  • Run Check Health — note any H-tag misalignments
  • State what activity type they will log after the call and what 4 elements the note must include
Pass Criteria
Completes all 8 steps in correct sequence without prompting. States Moonclerk rule correctly. Can name all 4 note elements without notes.
2:45–3:30Session 5 — Week 1–2 Knowledge Check45 min
Cross-Week Review Questions (45 min)

Trainer asks each question verbally. Trainee answers without notes. Any incorrect answer becomes a coaching point — do not move on until the trainee can state the correct answer unprompted.

  • What are the three keyword tiers and what does each one match in GBP and on the website?
  • What does Coverage % measure and why is it the primary client metric?
  • Name the 5 Freshworks activity types and when to use each one.
  • What are the two causes of N/A on a geo-grid map and how do you distinguish them?
  • What is the MSA §9.1 guarantee in exact language?
  • What are the four elements of a complete Freshworks note?
  • What is the 48-hour SLA and what triggers it?
  • What does Churn Risk Stage blank mean on a troubled account?
D4
📝
Trainee Interactive Exercises
Trainee Exercises — Day 9: S1 Pre-Call Checklist. S2 Client Types Flashcards. S3 Expectations Script + Compliance Drill. S4 Dashboard Walkthrough. S5 Post-Call Logging. All gated.

Objective: Trainee can deliver a complete onboarding call from memory: pre-call checklist, all 5 phases in order with correct timing, expectations framing without compliance violations, and all 5 post-call logging requirements.

TimeDurSession
8:00–9:3090 minSession 1: Pre-Call Checklist & 5-Phase Call Flow
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Building Rapport & Reading the Client
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: Setting Right Expectations — MSA Applied Live
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Walking the Client Through the Dashboard
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Logging the Onboarding + Role Play
3:45–4:0015 minWrap-Up + Day 9 Quiz
8:00–9:30Session 1 — Pre-Call Checklist & 5-Phase Call Flow90 min
Opening (5 min)

Ask: “What do you think the client is most nervous about at the start of the first call?” Let the trainee answer. The correct answer: the client does not know what to expect, does not know if this will be technical, and does not know if the person calling knows their business. The pre-call checklist and the structured call flow solve all three.

Pre-Call Checklist (20 min)

Trainee must complete this checklist before dialing on every onboarding call. Drilling it now makes it automatic by Week 4.

  • Moonclerk Next Payment Date confirmed. If a charge is within 7 days, note it before dialing. Surprise charges in the first 30 days are a retention risk.
  • LOCAL URL populated. If blank, find or create it before the call. Opening the wrong account mid-call is a credibility failure.
  • Product name and keywords confirmed correct. Client will ask about their keywords in Phase 2. Know them in advance.
  • Client Time Zone set. Never schedule a follow-up without verifying time zone on the call.
🚫
Never Dial Without the Checklist
A CSM who dials without checking the deal will be surprised mid-call — by a billing concern the client already emailed about, by keywords that are still from the sales call, or by a time zone that puts the client in the wrong meeting. The checklist takes 90 seconds. The damage control takes 30 minutes.
5-Phase Call Flow (50 min)
PhaseTimingWhat happensPass criteria
Phase 1: Introductions2–3 minState your name and role, confirm who is on the call, confirm they have time, set the agenda: “I’m going to ask a few questions to confirm your setup, then we’ll walk through how the campaign works and what to expect over the next 90 days.”Trainee confirms all parties and sets agenda without being prompted
Phase 2: Verify Info3–5 minConfirm: contact name(s), best email, business address and service area, keywords (ask: “Do these look right to you?”), Client Time Zone. Update Freshworks live on the call.Trainee confirms all 5 items and updates Freshworks in real time
Phase 3: Set Expectations10–12 minExplain: what GBP optimization is and is not, the 90-day guarantee (§9.1 language), what we do not guarantee (§9.4), the phone charging analogy for campaign timeline.No guarantee violation language. Can recite §9.1 and §9.4. Uses the phone charging analogy correctly.
Phase 4: Dashboard Walkthrough10–15 minShare browser tab only (not desktop). Show: business name and keywords (“do these look right?”), the geo-grid map and what each dot means, N/A explanation, History table only if meaningful data exists.Stays in correct sequence. Explains map without jargon. Handles questions without panicking.
Phase 5: Next Steps & Close3–5 minSchedule 30-day check-in. Confirm client email. Send login link (Request Login Link button). Confirm next contact date out loud: “I’ll follow up on [date].” Log the meeting date in Freshworks before ending.Schedules next meeting. Confirms email. Sends login link. States next contact date.
🚫
Phase 3 Before Phase 4 Is Non-Negotiable
Never show the dashboard before setting expectations. A client seeing N/A rankings with no context will panic. Phase 4 without Phase 3 is the most common onboarding failure. Trainer must intervene if the trainee moves to screen sharing before completing expectations.
9:45–11:00Session 2 — Rapport & Reading the Client75 min
Two Client Types (20 min)
TypeMindsetPrimary concernOpening questionDashboard framing
Retail SMBEmotionally invested — this is their business, their livelihoodMore phone calls, more customers — measures success by revenue impact“Tell me about your business — how long have you been operating?”Focus on visibility coverage and trend growth — tie to local presence, not leads
B2B / AgencyProcess-oriented — managing this for a client, accountable for resultsData and reporting — measures success by metrics and deliverables“What metrics does your end client care most about?”Show Coverage % trend and Top 3 points specifically — they want evidence
Universal Opening Question (5 min)

“What’s the biggest challenge with local visibility right now?” This question works for both client types. It surfaces concerns before they become objections and gives the trainee signal about where to spend Phase 3 attention.

Red Flags Requiring Same-Day Escalation (20 min)

These statements on the first call require same-day CS Manager escalation — before the call ends if possible:

  • “I was promised something different.” — possible expectation mismatch from Sales
  • “I want to cancel.” / “I’m thinking about canceling.” — churn risk on Day 1
  • Any mention of the refund clause — “the 30-day guarantee,” “can I get my money back”
  • Client expresses they did not choose to sign up / was signed up by someone else
🚫
Escalation Rule
Do not try to handle these yourself. Do not promise resolutions you are not authorized to give. Acknowledge the concern, tell the client you want to make sure they are taken care of, and connect CS Manager before end of business the same day. Log the call with full context before escalating.
Role Play — Client Type Practice (30 min)

Trainer plays two clients back to back: one Retail SMB, one B2B agency. Trainee opens with the correct question for each type. Trainer pivots into a concern mid-call. Trainee must recognize and adapt without breaking the call flow.

12:00–1:15Session 3 — Setting Right Expectations75 min
The Expectation Framework (20 min)

Three things the client must understand before you show them the dashboard:

  • What we do: GBP optimization and engagement signals. We make your business more relevant and authoritative in Google’s local algorithm.
  • What we guarantee: §9.1 — at least one keyword appearing in the Top 3 map pack within 90 days.
  • What we do not guarantee: §9.4 — calls, leads, traffic, or revenue. Visibility only.
🚫
Compliance Violations — Never Say These
“You’ll get more calls.” — violates §9.4
“We guarantee you’ll rank #1.” — violates §9.1 (Top 3 only, not #1)
“Don’t worry about the N/A.” — avoidance, not explanation
“Most clients see results in 30 days.” — unverifiable and creates false expectations
The Phone Charging Analogy (15 min)

Use this when explaining the 90-day timeline: “Think of your campaign like charging a phone. The first 80% charges quickly — you’ll see ranking movement early. The last 20% is slower as the algorithm solidifies your authority. Both phases are charging. The campaign doesn’t stop working when the pace changes — it’s compound progress.”

This analogy accomplishes three things: sets the 90-day timeline, normalizes the pace change, and gives the client a mental model that prevents panic calls around Day 45.

Compliance Drill (30 min)

Trainer states a client question. Trainee must respond with a compliant answer in under 60 seconds. No notes.

  • “When will I start getting more phone calls?”
  • “Do you guarantee I’ll be #1 on Google?”
  • “Why does my whole map show N/A?”
  • “It’s been 6 weeks and I haven’t seen any results.”
  • “The sales rep told me I’d see results in 2 weeks.”
Pass Criteria — Compliance Drill
All 5 responses are compliant. No violations. Trainee can state §9.1 verbatim and §9.4 in plain language. Uses the phone charging analogy on at least one response without being prompted.
1:30–2:30Session 4 — Dashboard Walkthrough60 min
Screen Share Rules (10 min)

Share browser tab only — never desktop. This prevents the client from seeing other accounts, internal tools, or anything unrelated to their campaign. Confirm the client can see the screen before beginning. If they cannot see it, do not proceed.

Show Sequence (20 min)
  1. Business name and keywords — “Do these look right to you?” — this confirmation is both accuracy verification and rapport building.
  2. Geo-grid map — “Each dot on this map represents a location in your service area. A green dot means you appear in the top 3 results from that point.”
  3. N/A explanation — “An N/A dot means the ranking data hasn’t been captured yet from that point — it’s early in the campaign.” Never say “you’re not ranking.”
  4. Rankings history table — only if there is meaningful data. If Day 1 onboarding, skip this or acknowledge: “Once we have a few weeks of data, this table will show your trend.”
🚫
Never Show These During Screen Share
Logs, Change History, internal notes, + Notes content, or any other client’s data. The client should only ever see their own keywords, their own map, and their own history. One exposure of another client’s account is a trust-ending failure.
Role Play — “Why Is My Map All Red?” (30 min)

Trainer plays client. Trainee walks through the full dashboard in correct sequence. At the map, trainer asks: “Why does my whole map look red? I thought this was supposed to work.”

Pass criteria: Trainee acknowledges the client’s concern without dismissing it, explains the map colors without jargon, references the 90-day timeline and the phone charging analogy, pivots to what the campaign is actively doing right now — without making any promise about when the map will turn green.

2:45–3:30Session 5 — Post-Call Logging45 min
5 Required Post-Call Actions (15 min)

These 5 actions must be completed within 24 hours of every onboarding call. Missing any one is an audit failure.

  • CSR Intro Call activity — mark Completed. This is the activity type, not just a note. Both are required.
  • Note with 4 required elements: who attended, what was covered, client sentiment, next steps with dates and owners.
  • Client Time Zone set in Freshworks if not already done.
  • Next Meeting Date updated to the scheduled 30-day check-in.
  • Follow-up Task created: 14-day check-in, due date set, assigned to self.
💡
CSR Intro Call Activity ≠ Note
The activity type tracks that the onboarding occurred for compliance dashboards. The note provides context for anyone opening the account later. Both are required — logging only a note is an audit failure because the activity type never gets marked complete.
Logging Exercise (30 min)

Trainer plays out a mock onboarding call (10 minutes). Trainee logs everything in real time on a practice account: completes the pre-call checklist steps, runs through the 5-phase flow, then immediately opens Freshworks and logs all 5 post-call actions. Trainer reviews the log for completeness.

Pass Criteria — Day 9
Trainee can recite the pre-call checklist without notes. Can state all 5 phases in order with correct timing. Can name all compliance violations. Can demonstrate the dashboard walkthrough sequence correctly. Can log all 5 post-call actions without prompting.
D5
📝
Trainee Interactive Exercises
Trainee Exercises — Day 10: S1 Tier Flashcards. S2 5-Step Audit. S3 Check Health Cross-Reference. S4 Churn Risk Classification. S5 Certification live audit. All gated.

Objective: Trainee can classify any keyword into the correct tier, run the 5-step audit process on a live account, cross-reference Check Health against keyword tiers, identify all red flag conditions, determine the correct Churn Risk Stage for any audit scenario, and write a client-facing audit summary.

TimeDurSession
8:00–9:3090 minSession 1: The Audit Framework & Tier Alignment
9:30–9:4515 minBreak 1
9:45–11:0075 minSession 2: Running the 5-Step Audit in Jumper Local
11:00–12:0060 minLunch
12:00–1:1575 minSession 3: Check Health Cross-Reference — Week 1 Applied
1:15–1:3015 minBreak 2
1:30–2:3060 minSession 4: Documenting & Presenting the Audit
2:30–2:4515 minBreak 3
2:45–3:3045 minSession 5: Live Audit Exercise — Full Sequence
3:45–4:0015 minWrap-Up + Day 10 Quiz
8:00–9:30Session 1 — The Audit Framework & Tier Alignment90 min
Opening (5 min)

Ask the trainee: “Using everything from Week 1 — what do you think happens if a campaign uses all Tier 1 keywords but none of them match the GBP Primary Category?” Expected answer: the keywords have no authority backing, ranking is slow or non-existent, and we’re trying to rank for words Google doesn’t associate with the business. This is the root cause of most underperforming campaigns. Today’s training teaches trainees how to find and fix it.

The Three Audit Questions (20 min)

Every keyword audit runs through the same three questions for each active keyword:

  • Right tier? Is this keyword classified at the correct tier based on the business’s primary service, secondary categories, and service area modifiers?
  • Matched to GBP and website H-tags? Does this keyword align with what Google sees in the GBP Profile and in the website’s header structure?
  • Active and performing? Is the Active toggle ON? Is the Status checkmark present? Has the Performance % moved in the last 4 reporting periods?
Tier Alignment Reference (25 min)
TierGBP requirementWebsite requirementKeyword example
Tier 1 — Target FirstMust match the GBP Primary Category exactly or be a direct synonymMust appear in the H1 — the page’s most prominent heading“Plumber Dallas TX” for a plumbing business
Tier 2 — SecondaryMust match one of the GBP Additional Categories (Secondary Categories)Should appear in an H2 heading on a service page or homepage“Emergency Plumber Dallas” for the same business
Tier 3 — Services + LocationShould appear in GBP Services section (individual service listings)Should correspond to an H3 heading on a detailed service page“Water Heater Repair Dallas TX”
💡
Why Tier Alignment Matters
Google ranks businesses by relevance. Relevance is built when what a business says it does (GBP categories), what its website says it does (H-tag structure), and what keywords it is targeting all say the same thing. Any break in that chain reduces ranking authority. A keyword with no GBP alignment is a keyword Google has no reason to rank.
Tier Classification Exercise (30 min)

Trainer presents a keyword list for a practice business (e.g., a dental office: “Dentist Dallas,” “Emergency Dentist Dallas,” “Teeth Whitening Dallas,” “Dental Implants Dallas TX,” “Family Dentist Near Me”). Trainee must classify each keyword into Tier 1, 2, or 3 and state the GBP element and H-tag level it should correspond to. Trainer provides the GBP category list for cross-reference.

9:45–11:00Session 2 — The 5-Step Audit in Jumper Local75 min
The 5-Step Audit Process (20 min)

Every audit runs in this sequence — no exceptions. Skipping steps produces incomplete findings.

  1. Open the record via LOCAL URL. Confirm the correct account is open before proceeding.
  2. Keywords → Active tab. Confirm all expected keywords appear. Count active keywords vs. inactive.
  3. For each keyword: Active toggle ON? Status checkmark present? Performance %? Write down findings for any that fail any check.
  4. Click each keyword — read the History table. Is Coverage % increasing, flat, or declining? How many periods show no movement? Write down any keyword with 0% for 4+ periods.
  5. Read the geo-grid. What is Coverage % overall? Where is concentration of green points? Where is N/A persistent?
Red Flag Reference (25 min)
Red FlagThresholdRequired action
Coverage % at 0%4+ consecutive reporting periodsInvestigate tier alignment immediately. Pull GBP categories. Run Check Health. Report findings before next call.
Missing Status checkmarkAny keywordSetup issue — flag to CS Leader immediately. Do not wait for the next review cycle.
Coverage % declining3+ consecutive periodsUpdate Churn Risk Stage. Document in audit note. Schedule a proactive client check-in.
Total N/A, no green anywhere8+ weeks post-campaign-startEscalate to CS Leader immediately with written audit findings. Do not address on a solo call.
Keywords in Deleted tab with no explanationAnyInherited account issue — review Change History to understand when and why. Document findings.
💡
Check the Deleted Tab
Always check the Deleted tab on inherited accounts and any account with unexplained underperformance. Keywords deleted for the wrong reasons are one of the most common root causes of zero-performance campaigns. Change History will show who deleted them and when.
Live Audit Practice (30 min)

Trainer assigns one practice account. Trainee runs the full 5-step process and documents every finding in writing: keyword name, which step failed, specific evidence from the platform. No verbal summaries — everything must be written before the debrief begins.

⚠️
Findings vs. Opinions
Finding: “Keyword ‘Dentist Dallas’ (Tier 1) has been at 0% Coverage for 6 reporting periods. Status checkmark present. Check Health shows H1 is ‘Welcome to Our Practice’ — no keyword match.”

Opinion (not acceptable): “Keywords look off.”

Findings are specific, citable, and actionable. Opinions are not.
12:00–1:15Session 3 — Check Health Cross-Reference75 min
How Check Health Maps to the Tier System (20 min)

Open Check Health for the practice account. Walk through the output:

  • H1 tag shown: Should contain the Tier 1 keyword text (or a direct synonym). If the H1 is a generic headline (“Welcome”, “Home”, the business name), it is a misalignment — that’s a finding.
  • H2 tags shown: Should correspond to Tier 2 keywords. Each H2 that does not match a secondary category is a finding.
  • H3 tags shown: Should correspond to Tier 3 keywords. Missing H3s for active Tier 3 keywords = finding.
💡
The Three-Way Alignment Check
For any keyword to rank well, three things must align: (1) the keyword is in the correct tier, (2) the corresponding GBP category exists and is active, (3) the corresponding H-tag on the website matches. If any one of these is broken, the keyword lacks the authority to rank. Check Health makes (3) visible in under 10 seconds.
Alignment Exercise (45 min)

Trainer provides a keyword list and the Check Health output for a practice account. Trainee must:

  • Classify each keyword by tier
  • State which GBP category element it should mirror
  • State which H-tag level it should appear in
  • Cross-reference against the Check Health output and identify every misalignment
  • Write one advisory sentence per misalignment in plain language: what it is, why it matters, what the client should do about it
1:30–2:30Session 4 — Documenting & Presenting60 min
Churn Risk Stage Matrix (20 min)
Audit outcomeChurn Risk StageRequired action
All keywords aligned + strong Coverage % trendLow (or no change if already Low)Continue standard cadence. Note positive findings in review call.
1–2 misalignments, Coverage % stableLowDocument findings. Advisory in next review call. Follow up on implementation.
3+ misalignments, Coverage % decliningMedium → HighUpdate Churn Risk Stage same day. Schedule proactive client call within 5 days. CS Manager aware.
Total N/A, 4+ months, widespread failureHigh + immediate escalationWritten findings to CS Leader before any client communication. Do not solo this.
🚫
Churn Risk Stage After Every Audit
Every audit ends with a Churn Risk Stage decision — even if the outcome is “no change.” The decision must be a deliberate conclusion, not an omission. Blank Churn Risk Stage after an audit is an audit failure.
Documentation Requirements (20 min)

Every audit produces three outputs:

  • Google Doc with full findings — link stored in the SEO Audit field in Freshworks. Format: keyword name, tier, GBP alignment status, H-tag alignment status, Coverage % status, specific finding, recommended action.
  • Freshworks note summarizing top 3 findings with recommended actions and next steps — using the 4-element note format from Day 6.
  • Churn Risk Stage updated in Freshworks based on the audit outcome matrix above.
Client-Facing Advisory Language (20 min)

Audit findings must be translated into client-appropriate language. Clients do not understand H-tags, tier frameworks, or Coverage % without context. Practice converting each finding type:

  • Internal finding: “H1 shows ‘Welcome to Smith Plumbing’ — Tier 1 keyword not in H1.” → Client language: “Your website’s main headline isn’t using the exact service term we’re trying to rank for — updating that one line will directly support your primary keyword.”
  • Internal finding: “Coverage % declining 3 consecutive periods.” → Client language: “Your ranking coverage has been tracking down over the last few weeks. I want to dig into why that’s happening before our next call so I can give you something specific.”
2:45–3:30Session 5 — Live Audit Exercise: Full Sequence45 min
Full Audit Without Notes (45 min)

Trainer assigns a real client account (redacted if needed). Trainee completes the entire audit sequence without reference materials:

  • Run the 5-step audit process — document all findings in writing
  • Classify all active keywords by tier
  • Run Check Health — cross-reference every H-tag against the keyword tier list
  • Document every misalignment as a specific finding with advisory language
  • Read the History table trend and state Coverage % for each active keyword
  • Identify all N/A patterns — state whether each is testing behavior or true non-ranking
  • Determine the correct Churn Risk Stage using the matrix
  • Write a 3-sentence client-facing summary of the audit outcome
  • Name all Freshworks fields that need to be updated as a result of this audit
Pass Criteria — Day 10
Completes full audit without notes or prompting. All findings are specific and citable. Client summary is in plain language with no jargon. Churn Risk Stage correctly determined. SEO Audit, Freshworks note, and Churn Risk Stage fields all identified correctly.
📋
End of Week 2 — Audit Decision Framework
Every audit ends with three answers: Is this account healthy, at risk, or critical? What specific action is required? Who owns it and by when? If the trainee cannot answer all three without hesitation, the audit is not complete. This framework applies for every account review for the rest of their career at Jumper Media.
Q
Pass: 8 / 10 correct (80%)
Open Day 1
1 In one sentence: what does Jumper Local do? Show
Helps local businesses rank in the top 3 of Google's Map Pack
2 What are the two mechanisms that make Jumper Local work? Show
(1) GPS-Based Engagement — Our proprietary software partners with 100+ popular apps that transform opted-in GPS location data into authentic GBP engagement signals: real searches, clicks, calls, and direction requests from people in the client’s actual service area. (2) GBP Advisory — Expert analysis and specific recommendations that the client implements to optimize their Google Business Profile for maximum ranking impact.
3 What is the exact wording of the performance guarantee? Show
At least one (1) campaign keyword achieving a Top 3 position in the Google Local Search Map Pack within ninety (90) days from campaign launch.
4 What does §9.4 say we do NOT guarantee? Show
Lead generation, phone calls, website traffic, revenue increases, business growth, or customer acquisition. The service is visibility optimization only.
5 What is the difference between GRR and NRR? Show
GRR (Gross Revenue Retention) = revenue held from existing accounts, excluding expansion. NRR (Net Revenue Retention) = GRR + expansion revenue. If NRR > 100%, the book of business is growing even without new clients.
6 Name the four levels of the CS org structure in order. Show
Jr. CSM → Sr. CSM → CSM Leader → CS Manager → CS Director. Each level has a clear escalation path. CS Manager oversees 4 CSM Leaders. CS Director holds no personal BoB.
7 What is a BVI? Give one example. Show
Business Value Indicator — an external-facing metric used to demonstrate tangible campaign progress to clients. Examples: Map Pack keyword ranking position, GBP direction requests, profile views, phone calls from GBP listing.
8 What is the difference between a Retail SMB client and a B2B/Agency Show
Retail SMB: business owner, single location, emotionally invested, measures success by calls/leads, needs education on visibility vs. outcomes. B2B/Agency: marketing director or agency owner, manages multiple end-clients, ROI-focused, commercially sophisticated, needs white-label reporting.
9 What does BoB stand for and what is the standard size for a Jr. CSM? Show
Book of Business — the portfolio of client accounts a CSM manages. Jr. CSM standard target: 80+ accounts. Sr. CSM maximum: 120 accounts.
10 True or False: A client who is ranking #2 for their primary keyword Show
FALSE. Ranking improves visibility, which creates the opportunity for calls. Whether visibility converts to calls depends on how compelling the GBP listing is and other business factors. Per §9.4, Jumper Media explicitly does not guarantee calls, leads, or revenue — only Map Pack visibility. PASS MARK: 8/10 | RETAKE SAME DAY IF BELOW — PROCEED TO DAY 2 ONLY
Pass: 8 / 10 correct (80%)
Open Day 2
1 Name Google's three local ranking pillars. Show
Relevance, Distance, Prominence.
2 Which pillar does Jumper Local primarily influence, and how? Show
Prominence — through GPS-based engagement signals (clicks,
3 What is the Map Pack and how does it differ from organic results? Show
The Map Pack is a block of 3 local business listings with a
4 A client's GBP has zero secondary categories and no services section. Show
Relevance — both secondary categories and services are primary
5 What is proximity bias and why does it matter when a client checks Show
Proximity bias means Google weights results closer to the
6 What type of search intent triggers the Map Pack? Give an example. Show
Transactional intent — the user wants to act now. Example:
7 What is NAP consistency and why does it matter? Show
NAP = Name, Address, Phone. It must be identical across all
8 What is the difference between a head keyword and a long-tail Show
Head keyword = broad, high competition: 'dentist'. Long-tail =
9 Since 2026, how long can a GBP be inactive before experiencing Show
Approximately 30 days — Google's 2026 algorithm treats
10 Complete the sentence: 'Organic rankings and Map Pack rankings are Show
They use different algorithms. Organic ranking is primarily PASS MARK: 8/10 | 10-QUESTION QUIZ — WRITTEN, 80% REQUIRED
Pass: 8 / 10 correct (80%)
Open Day 3
1 What is the GBP Health Score target by Month 3 of a campaign? Show
85 or higher out of 100.
2 According to BrightLocal 2026 data, what percentage of local ranking Show
Approximately 32% — making it the single most impactful
3 A HVAC client has 'Contractor' as their primary category. What should Show
'HVAC Contractor' or more specifically 'Air Conditioning
4 A dental client asks if they should add 'Restaurant' as a secondary Show
No — categories must accurately describe services the business
5 How frequently should new photos be added to a GBP in 2026? Show
Minimum 2 new photos per week. Consistent photo activity
6 A client's direction requests increased 38% month-over-month. How do Show
This is a strong momentum signal — lead with it. Direction
7 What is the benchmark for website clicks as a percentage of profile Show
3–8% for most local verticals. If clicks are below this range
8 What is the review response rate standard in 2026? Show
Respond to ALL reviews within 48 hours. Google tracks response
9 A client wants to know what 'Search Queries' in GBP Insights means. Show
Search Queries shows the keywords people used to find their
10 A client changed their GBP primary category without telling us. What Show
(1) Document in CRM: Recommendation Follow-Through = Minimal, PASS MARK: 8/10 | VERBAL QUIZ — TRAINER SCORES, TRAINEE MUST EXPLAIN
Pass: 8 / 10 correct (80%)
Open Day 4
1 Why does the guarantee use a 90-day window? Show
90 days is the time Google needs to process enough sustained
2 A client at Day 35 says 'nothing is happening.' What do you say? Show
Day 35 is squarely in the signal accumulation phase — this is
3 A client was ranking #2 for their primary keyword and dropped to #7 Show
A competitor made a significant improvement — new reviews, GBP
4 What do you say when a client claims their competitor is 'cheating'? Show
'The most common explanation for sudden ranking changes is a
5 Translate this into plain language: 'Your GBP's engagement signals Show
'Google has been processing 6 weeks of activity on your
6 Why is self-ranking inaccurate for a client checking their own Show
Proximity bias makes ranking appear higher from the business
7 What is the 'recalibration phase' pattern and what does it look like Show
The algorithm testing new positions — a keyword shows volatile
8 A client says 'other agencies promised faster results.' What do you Show
'When agencies promise faster results in local search, it
9 Name three things that can change a competitor's ranking without any Show
Any three of: algorithm update, Google adding a new competitor
10 Day 5 preview: Name the four conditions required for refund Show
(1) Campaign remained active throughout the 90-day period. (2) PASS MARK: 8/10 | WRITTEN QUIZ IS ACCEPTABLE TODAY — ANSWERS SHOULD Time Duration Session 8:00–9:30 90 min Session 1: GBP Audit Presentations + Algorithm History & 2026 State 9:30–9:45 15 min BREAK 1 9:45–11:00 75 min Session 2: Engagement Signals Deep Dive + Proximity + Competitive Dynamics 11:00–12:00 60 min LUNCH 12:00–1:15 75 min Session 3: The 90-Day Breakdown + Client Misconceptions (All of Them) 1:15–1:30 15 min BREAK 2 1:30–2:30 60 min Session 4: Ranking Fluctuation Scenarios — Extended Set 2:30–2:45 15 min BREAK 3 2:45–3:30 45 min Session 5: Case Study Diagnoses + How to Explain Complex Topics Simply 4:30–4:45 15 min BREAK 4 3:45–4:00 15 min Day 4 Wrap-Up + MSA Preview 8:00–9:30 | 90 min | Session 1: GBP Audit Presentations + Algorithm Overview Independent GBP Audit Presentations (20 min) Trainee presents their overnight GBP audit report. Structure: Overall Health Score → Top optimization opportunities → Recommended priority order → Expected impact. Trainer scores using the original rubric. Any score below 3.0 means targeted remediation before moving to new material. Google's Local Algorithm — History and 2026 State (35 min) Understanding the history helps trainees explain to clients why ranking isn't instant and why the timeline we set is realistic. 2010–2015: Google Basic business listing with name, address, phone, Places Era website. Simple optimization (fill in the fields) produced visible ranking improvements. Algorithm was relatively straightforward. 2015–2018: Google GBP expanded with photos, posts, reviews. Algorithm My Business Launch became more sophisticated — engagement signals began to matter alongside profile completeness. 2018–2021: Review Review quantity and recency become dominant Velocity Becomes prominence signals. Businesses investing in review Primary generation programs saw measurable ranking improvements. 2021–2023: Post-pandemic, Google weighted behavioral engagement Engagement Signals signals heavily. Businesses with high GBP Dominant interaction rates (calls, clicks, directions) consistently outranked those with static, complete profiles. 2023–2025: AI Google starts evaluating businesses as complete Integration Begins digital entities. Cross-referencing GBP with website, reviews, and web presence. Profile freshness becomes a ranking factor. 2026: AI-Driven Profiles evaluated holistically. Freshness, Entity Evaluation consistency, sentiment, and activity are all ranking inputs. Businesses inactive for 30+ days experience measurable ranking decay. Quality of review content matters, not just star ratings. Why the 90-Day Timeline Exists (35 min) This is one of the most important things to understand. Clients expect results in 2 weeks. The 90-day guarantee exists for a reason — and trainees need to explain that reason convincingly. The algorithm processes signals over time, not instantly. Here's what actually happens during a Jumper Local campaign: Week 1–2: GBP Profile updated: categories confirmed, description Optimization optimized, services populated, photos uploaded, Website FAQ page built or confirmed. Algorithm begins processing the changed profile data. No ranking movement visible yet — this is normal. Week 2–3: Campaign GPS engagement begins. Real users in the target area Activates begin searching keywords and interacting with the GBP. Engagement data starts flowing into Google's algorithm. Still no visible ranking change — the algorithm needs to accumulate signal volume before acting. Week 3–6: Signal Engagement data builds. Google begins to recognize Accumulation the pattern of increased activity around this business. Early keyword movement may appear in positions 6–15 but not yet Top 3. Week 6–10: With 6+ weeks of sustained engagement data, Google's Algorithm algorithm begins adjusting the business's prominence Recalibration score. Keywords start entering the Top 5 range. This is where clients often become impatient — visible movement is beginning but the guarantee threshold hasn't been met yet. Week 10–13 (Day With 10+ weeks of sustained signals and optimized 70–90): Top 3 profile, at least one keyword typically reaches the Territory Top 3 threshold. This is where the guarantee is designed to trigger. Month 4–6: Once the guarantee is fulfilled, the campaign Expansion continues building signals. More keywords climb. The Top 3 position for the primary keyword becomes more stable as the prominence score compounds. KEY PHRASE 'Google needs to see that the engagement is real and TO TEACH sustained before it trusts it enough to move you up. If it TRAINEES responded to every spike in activity immediately, anyone could game the ranking. The 90-day timeline exists because that's how long it takes for Google to process enough signal data to make a confident ranking decision.' 9:45–11:00 | 75 min | Session 2: Engagement Signals + Proximity + Competitive Dynamics Engagement Signals — The Full Picture (30 min) Walk through each engagement signal Google collects from a GBP and explain what it tells the algorithm: Direct Searches User searched the business name specifically ('Apex Dental Austin'). Signals brand awareness and demand. Discovery Searches User searched a category or service and found the business ('dentist near me'). Signals relevance for that keyword. Map Pack Business appeared in the Map Pack results. More Impressions impressions = more opportunities for engagement signals. Website Clicks User clicked through to the website from the GBP. Signals consideration and research behavior. Phone Calls User called directly from the GBP. The highest intent engagement signal — they're ready to transact. Direction Requests User requested directions. Almost-as-high intent as a call — they plan to physically visit. Photo Views User viewed profile photos. Signals engagement with the listing beyond the basic information. Post Views User viewed a Google Post. Signals content engagement and profile freshness. Review User read reviews, especially if they clicked 'More Interactions reviews.' Signals trust-building behavior. Jumper Local directly drives several of these signals through the GPS engagement campaign. The accumulation of these signals over 90 days is what moves the ranking. Every signal type contributes to the prominence score — they are not isolated data points. Proximity — Implications for CSMs (20 min) Revisit proximity with deeper practical context: - A business at the edge of a city center will struggle to rank #1 for '[city] + service' searches conducted from downtown, regardless of how strong their GBP is. - This is not a failure of the campaign — it's a geographic reality. CSMs must set this expectation clearly during onboarding for businesses in outer suburbs or service area businesses. - Mitigating proximity limitations: higher prominence can extend the effective ranking radius. A very prominent business (many reviews, high engagement, strong web presence) can rank for a wider geographic area than a less prominent competitor closer to the searcher. - Keyword geography: targeting '[service] [neighborhood]' instead of '[service] [whole city]' can be strategic for businesses in specific districts — they may rank higher for neighborhood-specific terms than for the broad city term. CLIENT If a client in a suburb asks why they're not ranking #1 for CONVERSATION '[large city] + service': 'Your location gives you a natural advantage for searchers in [your area]. For searches happening downtown, businesses closer to that area will tend to rank ahead of you regardless of how strong your campaign is. What we focus on is building your dominance in your geographic strength zone and expanding from there.' Competitive Dynamics — What Moves Rankings Without Us (25 min) Rankings are not a static competition. The landscape is constantly shifting. Help trainees understand the most common competitive events that affect their clients: Competitor Review A competitor receives 30+ new reviews in a short Burst period. Their review velocity spikes, boosting their prominence score temporarily. This can push our client down even if nothing changed in our campaign. Competitor GBP A competitor works with an SEO agency or hires Overhaul someone to fully optimize their GBP. Category improvements, photo campaigns, service additions. This is a relevance and activity improvement that the algorithm responds to. New Competitor A well-established business from another market Enters Market opens a location nearby. They bring an existing prominence score with them (reviews, web presence, brand search). They may immediately outrank clients who have been in the market longer. Algorithm Update Google releases a local algorithm update that reweights ranking factors. All businesses are re-evaluated. Some go up, some go down, even without any action on their part. Review Removal Google removes a batch of reviews from our client's profile (fake review purge or policy enforcement). This can cause a sudden prominence drop with no obvious explanation to the client. GBP Suspension Rare but impactful: a competitor's GBP is suspended (often for policy violations). If they were in the Top 3, their removal creates an opening. TEACH THIS Every ranking movement has a cause. Your job is not to always know the cause — it's to investigate, frame it correctly, and respond without panic or promises. 'Let me look into what changed in your competitive landscape this month and I'll have a clearer picture for you by [date].' This is infinitely better than 'I don't know why your ranking dropped.' 12:00–1:15 | 75 min | Session 3: 90-Day Breakdown + Client Misconceptions Extended Client Misconceptions — The Full List (45 min) These are the most common incorrect beliefs clients bring into the relationship. Train every response until it's natural. The wrong response to any of these destroys trust. Misconception 1: Ranking = Calls Visibility is not lead generation. If the business ranks #1 but their GBP lacks a prominent call button, has poor reviews, and no photos, the click-through and conversion rate will be low. We guarantee visibility. The client's business must convert that visibility. CLIENT 'I'm ranking #2 but my phone isn't ringing more.' SAYS RESPOND 'Ranking #2 gets you seen. Whether searchers call depends on how compelling your listing looks — your reviews, photos, and the clarity of what you offer. Let's look at your GBP together and see if there are elements we can strengthen to improve conversion from the visibility we've built.' Misconception 2: It Stopped Working When Nothing Changed Rankings fluctuate even without any campaign changes. Algorithm updates, competitor activity, and seasonal search volume shifts all affect positions. CLIENT 'We dropped from #2 to #5 and you haven't changed anything.' SAYS RESPOND 'Our campaign has been running continuously — activity hasn't stopped. What you're seeing is almost always explained by something that changed in your competitive landscape: a competitor may have gotten a burst of reviews, or there was an algorithm update that shifted the local rankings. Let me pull your engagement data — I suspect you'll see campaign activity has been consistent even as the position fluctuated.' Misconception 3: My Competitor Is Cheating Clients often assume that a competitor who suddenly jumps in ranking is using black-hat tactics. CLIENT 'My competitor went from #5 to #1 overnight. They must be SAYS doing something illegal.' RESPOND 'I understand why a sudden jump looks suspicious. In our experience, the most common explanation is a legitimate campaign change — they may have received a significant number of new reviews, optimized their profile, or started their own campaign. Google's algorithm is increasingly good at detecting and penalizing fake signals. What we focus on is building the kind of sustained, legitimate prominence that creates durable ranking — not spikes that get reversed.' Misconception 4: The Trial Period Should Show Results Some clients signed up expecting to see ranking movement during a short trial. The algorithm doesn't work that way. CLIENT 'Nothing happened during the trial. I don't think this SAYS works.' RESPOND 'The trial period is designed to demonstrate that our campaign activates correctly — not to show ranking movement. The algorithm needs 6–10 weeks of sustained engagement data before it adjusts rankings meaningfully. The trial shows us that your campaign is set up, running, and generating signals. The ranking movement comes later in the 90-day window. This is what the guarantee is designed around.' Misconception 5: I Can Check My Own Ranking by Googling Myself Clients who search from their own office, on their own device, see inflated results due to proximity bias and personalization. CLIENT 'I just Googled myself and I'm #1! Why does your report show SAYS #3?' RESPOND 'The result you see from your own location and device is affected by two things: Google knows you're close to your business address, and it may have learned your search patterns. We track rankings from multiple locations across your target area to give you a true picture of how your business appears to potential customers who don't know you yet. That's a more accurate measure of real-world visibility.' 1:30–2:30 | 60 min | Session 4: Ranking Fluctuation Scenarios — Extended Set 5 Scenario Diagnoses (Written Then Discussed) INSTRUCTIONS Each scenario is presented in writing. Trainee has 8 minutes per scenario to write: (1) the most likely cause of the ranking movement and (2) a 3-sentence client-facing explanation. After all 5, discuss each together. Scenario A — The Mystery Drop Client: Dental practice. Day 60. Was ranking #2 for 'dentist near me.' Now at #6. GBP engagement is up 15% over the prior month. No changes to the campaign. Client is panicking. Key diagnosis: Competitor activity most likely. Engagement is UP (campaign is healthy) but ranking dropped — this disconnect points to a competitor improvement, not a campaign failure. Client needs to hear: campaign is healthy, the competitive landscape shifted. Scenario B — The Flat Campaign Client: HVAC company. Day 35. No ranking movement at all — sitting at position 11 for all campaign keywords. Client is frustrated. GBP shows moderate engagement (profile views up 12%, calls flat). Key diagnosis: Too early to assess. Day 35 is in the signal accumulation phase. Position 11 with moderate engagement is expected at this stage. What matters is whether the trajectory is moving — even slowly. Explain the 90-day timeline explicitly. Scenario C — The Sudden Jump Then Drop Client: Personal injury attorney. Week 8. Jumped to #1 for primary keyword for 5 days, then fell back to #4. Client is excited then furious. Key diagnosis: Algorithm volatility during recalibration phase. This pattern (jump → drop → stabilize higher than starting point) is common in weeks 8–12. The algorithm is testing new positions. The sustained position will stabilize as signal accumulation continues. The jump itself is a positive signal. Scenario D — The Guarantee Cliff Client: Roofing company. Day 88. Primary keyword at #4. Three other keywords in positions 8–15. Client calls asking about the refund. Key diagnosis: Two days remain in the guarantee window. Do not discuss refund eligibility — that requires CSM Leader review. Focus on: (1) two days remain, (2) position #4 is one position outside guarantee, (3) the guarantee requires Top 3 for 1 keyword — not all keywords. Escalate to CSM Leader immediately. Scenario E — The New Entrant Client: Plumbing company. Month 4. Had stabilized at #2 for three months. Suddenly dropped to #5 after a new plumbing company opened a location 0.3 miles away. Key diagnosis: New competitor with existing prominence (they may be expanding from another market). Their proximity advantage in that micro-location is real. Strategy: focus on review velocity to widen our client's prominence lead, evaluate if nearby neighborhood-specific keywords can compensate. 2:45–3:30 | 45 min | Session 5: Explaining Complex Topics Simply The Plain Language Principle Every complex concept in local SEO has a simple, accurate equivalent that a non-technical business owner can understand. CSMs who speak in jargon lose clients. CSMs who over-simplify lose credibility. The goal is the intersection: accurate and plain. Algorithm Update 'Google adjusted how it weighs different ranking (jargon) factors for local businesses.' Prominence Score 'Google's assessment of how well-known and trusted (jargon) your business is in your area.' Engagement Signals 'The actions real people take on your Google listing (jargon) — clicks, calls, direction requests — that tell Google your business is popular.' NAP Consistency 'Making sure your business name, address, and phone (jargon) number are spelled and formatted the same way everywhere online.' Proximity Bias 'Google showing your business more prominently to (jargon) people who are closer to your physical location.' Review Velocity 'How consistently you're getting new reviews over (jargon) time — steady is better than a big spike followed by nothing.' Map Pack Position 'Just outside the top 3 results that appear on 4 (jargon) Google Maps — the goal is to move you into those top 3 spots.' Exercise — Plain Language Conversions EXERCISE Trainer reads each technical statement. Trainee has 60 seconds to rephrase it in plain language for a business owner who has never heard of SEO. No jargon. No acronyms without explanation. Must be accurate. - 'Your GBP's engagement signals have been building for 6 weeks and the algorithm is in the recalibration phase.' - 'Your NAP inconsistency across Tier 1 and Tier 2 citation sources is creating conflicting entity signals.' - 'Your prominence score improved significantly last month based on review velocity and photo engagement.' - 'The proximity disadvantage for your SAB is partially offset by the prominence gains from the campaign.' PREVIEW training. Tonight, re-read the guarantee clause (§9.1), the FOR refund section (§9.3), and the visibility disclaimer (§9.4) TRAINEE from the playbook. Be ready to explain each in plain language first thing tomorrow morning.
Pass: 9 / 10 correct (90%) — Certification Gate
Open Day 5
1 §9.1: What exactly is the performance guarantee? Show
At least one (1) campaign keyword achieving a Top 3 ranking in
2 §9.3: Name all four refund eligibility conditions. Show
(1) Campaign remained active throughout the 90 days. (2)
3 §9.4: What three things does Jumper Media explicitly NOT guarantee? Show
Any three of: lead generation, phone calls, website traffic,
4 A client says 'You guaranteed me calls and I haven't gotten any.' Show
'I understand why you expected that — and I want to address it
5 A client at Day 87 demands a refund with 3 days left in the guarantee Show
(1) Do NOT commit to or deny the refund. (2) Notify CSM Leader
6 §9.5: What is the Client Cooperation Clause and why does it matter Show
Failure to cooperate — refusing to implement recommendations
7 §9.6: How do you use the Platform Dependency clause in a client Show
Not as an excuse — as context. 'Algorithm changes and
8 A client asks 'Can I pause my subscription and restart in 3 months?' Show
Pauses are maximum 30 days per policy. After 30 days, the
9 A client wants to refer their neighbor's business. What is the Show
Check if the original AE who closed the account is still
10 MSA Quiz prep: In a refund situation, what is the CSM's exact role? Show
The CSM's role is to: (1) acknowledge the request PASS MARK: 9/10 (90%) — MSA QUIZ TOMORROW IS 15 QUESTIONS. THIS IS THE WEEK 2 — INTERNAL PROCESSES & SYSTEMS Days 6–10 | Application-first. Every session ends with a scored, demonstrable output. Week 1 was about knowing. Week 2 is about doing. The trainee will stop receiving information and start producing work. Every activity produces something the Trainer reviews and scores: a CRM record, a written email, a role play. The principle is simple: if the trainee can't demonstrate it, they don't know it. WEEK 2 By Friday, the trainee navigates Freshworks fluently, MASTER executes every step of the onboarding process from memory, OBJECTIVE delivers a scored BVI presentation, and handles the five hardest client conversations in writing and live role plays. All assessments passed. All certifications earned. APPENDIX A — 60-Second Pitch Self-Assessment Scorecard Complete after each pitch practice round. Trainer scores Trainer columns; trainee scores self-assessment columns. Compare after each round. Criterion Pass (Y/N) + Note Covers the product name and what it does Mentions Map Pack and Top 3 position Explains how it works (engagement signals + GBP advisory) States the 90-day guarantee correctly (no overpromise) Uses "Visibility Accelerator" framing at least once Explicitly does NOT promise calls, leads, or revenue Ends with a clear next step or invitation to learn more Completed within 60 seconds Trainer score (number of criteria met / 8): One thing to improve for next round: APPENDIX B — GBP Health Score Rubric Target: 85+/100 by Month 3 of campaign. Use during Day 3 GBP audit exercise and onboarding audits. TOOL gmbaudit.com (gmbaudit.com) — Free, no account required. Run on any GBP in seconds. Score 0–100. Share screen with client during onboarding call: “You’re at 58/100. Here are the three highest-impact improvements.” Can also audit competitor GBPs to show clients why competitors outrank them. Target for all active campaigns: 85+/100 by Month 3. GBP Element Standard Business Name Exact match to legal name, consistent across all directories Primary Category Most specific, revenue-generating category selected Secondary Categories 3–6 relevant, accurate secondary categories present Business Description 750 characters, keyword-rich, accurate, no keyword stuffing Services Section All primary services listed with individual descriptions Photos 10+ photos present; recent photo added within last 30 days Google Posts Active post published within last 14 days Review Response Rate All reviews responded to within 48 hours Review Velocity 3+ new reviews in last 90 days Q&A Section At least 3 seeded Q&A pairs relevant to the business Website Link Present, functional, and matches canonical homepage URL NAP Consistency Name/Address/Phone matches GBP exactly on website footer SCORE KEY 90-100: Excellent. 85-89: Target met. 70-84: Needs work — prioritize highest-value gaps. Below 70: Significant optimization opportunity — address immediately. Client / Account audited: Audit date: Total score (/100): Top 3 optimization opportunities identified: APPENDIX C — Training Record & Progress Log One record per trainee. Trainer maintains this throughout Weeks 1–4. Filed with CSM Leader at end of Week 4 readiness review. Trainee Information Trainee Name Start Date Assigned CSM Leader Trainer Name Week 1 — Daily Quiz Results Quiz Score Day 1 — Company Foundation Day 2 — SEO Fundamentals Day 3 — Google Business Profile Day 4 — Algorithm & Ranking Fluctuations Day 5 — MSA Mastery Week 2 — Daily Quiz Results Quiz Score Day 6 — CRM Full Orientation Day 7 — The Onboarding Process Day 8 — BVI Reporting & Client Narrative Day 9 — Mock Scenarios Day 10 — Account Management Simulation Week 4 — Certification Results Certification Score / Result Certification 1: MSA Knowledge Quiz (90%) Certification 2: BVI Presentation (3.0+ rubric) Certification 3: CRM Audit (95% field completeness) Role-Play: Churn Save Role-Play: Expansion Conversation Week 4 — Call Quality Scores Call Rubric Score (/4.0) Scored call 1 — Date: Scored call 2 — Date: Scored call 3 — Date: Scored call 4 — Date: Average across Week 4: Trainer Interventions (Week 4) Document any call where Trainer intervened per the intervention rule. Intervention 1 — date, call, reason, outcome: Intervention 2 — date, call, reason, outcome: End-of-Week 4 Readiness Review GATE All 3 certifications passed AND no unresolved client issues from supervised calls = GREEN LIGHT. Any outstanding items = training continues. Do not approve floor access until all items are resolved. Green Light Decision ☐ GREEN LIGHT — Trainee cleared for independent floor operation (Week 5) ☐ NOT CLEARED — Outstanding items listed below Outstanding items (if not cleared): Trainer signature: CSM Leader co-sign: Date: APPENDIX D — MSA Quick Reference Card Print this. Keep it visible during every client call in Weeks 3–4 and your first weeks on the floor. §9.1 At least ONE (1) campaign keyword in the Top 3 of the Google GUARANTEE Local Search Map Pack within 90 days from campaign launch. §9.3 All 4 conditions must be met: (1) Campaign remained active REFUND 90 days. (2) Client cooperated with onboarding. (3) Client did not interfere with strategy. (4) Request submitted within 10 days after Day 90. §9.4 Visibility optimization ONLY. We do NOT guarantee: leads, DISCLAIMER phone calls, website traffic, revenue, business growth, or customer acquisition. §9.5 Client non-cooperation (refusing recommendations, changing COOPERATION GBP categories without notice) may void refund eligibility. Document in CRM under Recommendation Follow-Through. §9.6 Algorithm changes, competitor activity, and platform policy PLATFORM changes are outside Jumper Media's control. Cite as context, not excuse — always pair with what we are doing to respond. Language Never to Use on a Call NEVER SAY SAY INSTEAD Never say Say instead "You'll get more calls" "Your visibility in the Map Pack will increase" "I guarantee you'll rank "Our guarantee is Top 3 for at least one #1" keyword within 90 days" "That's Google's fault" "Algorithm changes are outside our control — here's what we're doing" "I understand" (hollow) "I hear that — let me make sure I understand exactly what you're seeing" "Don't worry" "Here's the data on where you stand right now" "I'm not sure why that "Let me pull the data and get back to you happened" by [time]"
App

Click any card to expand its full contents. All five materials are also available as PDFs in the project folder.

A
60-Second Pitch Scorecard
Day 1 · Session 5 assessment · ×3 rounds
B
GBP Health Score Rubric
Day 3 overnight assignment · Onboarding audits
C
Training Record & Progress Log
Weeks 1–4 · Maintained by trainer
D
MSA Quick Reference Card
Day 5 onwards · Print and keep visible on all calls
E
GBP Category Cheat Sheet
Day 3 · 20 verticals · Use with GMB Everywhere
Training Material A — 60-Second Pitch Scorecard
📋
When to Use
Day 1 Session 5 (×3 rounds). Trainer scores; trainee does self-assessment after each round. Compare and discuss. Also use during any pitch practice in Week 2. Day 1 Session 5
CriterionPass Standard
1. Covers the product name and what it doesNames Jumper Local and describes GPS engagement + GBP advisory
2. Mentions Map Pack and Top 3 positionExplicitly says “Top 3” and “Map Pack” — not just “search rankings”
3. Explains how it worksMentions both mechanisms: engagement signals + GBP optimization
4. States the 90-day guarantee correctlyAt least 1 keyword, Top 3, 90 days — no overpromise language
5. Uses “Visibility Accelerator” framingThe phrase appears naturally at least once
6. Does NOT promise calls, leads, or revenueZero guarantee-adjacent language anywhere in the pitch
7. Ends with a clear next stepInvitation to learn more, a question, or a clear CTA
8. Completed within 60 secondsTimed — trainer stops at 60s regardless

Score: 8/8 = Strong Pass · 6–7/8 = Adequate Pass · Below 6/8 = Fail (same-day retry allowed)

Training Material B — GBP Health Score Rubric
🔧
When to Use
Day 3 overnight assignment (submit Day 4 at 8:00 AM), every onboarding call, and monthly check-in calls. Run alongside gmbaudit.com for the automated score. Target: 85+/100 by Month 3. Use on competitor profiles to show why they outrank the client. Day 3 Session 4
GBP ElementStandardPoints
Business NameExact match to legal name, consistent across all directories (NAP)0 or 10
Primary CategoryMost specific, revenue-generating. Verified with GMB Everywhere. Matches H1.0 or 15
Secondary Categories3–6 relevant, accurate categories. Each mirrors an H2 on the website.0, 5, or 10
Business Description750 characters, keyword-rich, accurate, no keyword stuffing, no prohibited content0–10
Services SectionAll primary services listed with descriptions. Each mirrors an H3.0–10
Photos10+ photos. At least one added within last 30 days.0, 5, or 10
Google PostsActive post published within last 14 days0 or 5
Review Response RateAll reviews responded to within 48 hours0, 5, or 10
Review Velocity3+ new reviews in last 90 days. Overall rating 4.0+ stars.0, 5, or 10
Website FAQ PageDedicated FAQ page with FAQPage schema markup (replaces Q&A deprecated Dec 2025)0 or 5
Website LinkPresent, functional, matches canonical homepage URL0 or 5
NAP ConsistencyName/Address/Phone matches GBP exactly on website footer and schema0 or 5
TotalTarget: 85+ by Month 3. Score below 60 = immediate priority remediation./100
Training Material C — Training Record & Progress Log
📋
When to Use
One record per trainee. Trainer maintains throughout Weeks 1–4. Filed with CSM Leader at end of Week 4 readiness review. Do not share with trainee until review is complete.
Week 4 CertificationsPass MarkResult
MSA Knowledge Quiz90% (10 questions) 
BVI Presentation (live mock call)3.0+ avg on Call Quality Rubric 
CRM Audit (20 random accounts)95% field accuracy 
Role-Play: Churn SaveClient retained or escalated correctly 
Role-Play: Expansion ConversationProgression framing + CRM log 
Green Light Gate
All 5 certifications passed AND no unresolved client issues from supervised calls = GREEN LIGHT for independent floor operation (Week 5). Do not approve floor access until all items are resolved. Trainer signs off with date in the training record.
Training Material D — MSA Quick Reference Card
📌
When to Use
Day 5 onwards. Print this card. Keep it visible during every client call in Weeks 3–4 and your first weeks on the floor. Full MSA Clauses in Day 5
ClauseWhat It Says
§9.1 GuaranteeAt least ONE (1) campaign keyword in the Top 3 of the Google Local Search Map Pack within 90 days from campaign launch. Not all keywords. Not #1. Not leads or calls.
§9.3 RefundAll 4 conditions must be met simultaneously: (1) Campaign active 90 days. (2) Client cooperated. (3) Client did not interfere. (4) Request within 10 days after Day 90.
§9.4 DisclaimerVisibility optimization ONLY. We do NOT guarantee: leads, phone calls, website traffic, revenue, or customer acquisition.
§9.5 CooperationClient non-cooperation (refusing recommendations, interfering with campaign) may void refund eligibility. Document in CRM under Recommendation Follow-Through.
§9.6 PlatformAlgorithm changes and platform policy changes are outside Jumper Media’s control. Cite as context — always pair with what we are doing to respond.
72-Hour WindowCancellation required 72 hours before renewal charge. All contract types. CSM never commits — escalate to CSM Leader immediately.
Auto-RenewalCannot be turned off. Protects the client’s locked-in rate. 72-hour window is their cancellation mechanism.
Pause PolicyMaximum 30 days. After 30 days, client must churn and re-sign. Set explicit date and check-in task.
Refund ProcessCSM receives request → escalates to CSM Leader within 12 hours → never commits to or denies eligibility → decision within 48 hours of request.
Training Material E — GBP Category Cheat Sheet
🔧
When to Use
Day 3 category selection exercise and every onboarding call. Open GMB Everywhere alongside this sheet to verify live categories against competitors. Day 3 Session 2
VerticalPrimary CategoryKey Secondary CategoriesH1 Keyword Examples
HVACHVAC ContractorAir Conditioning Contractor · Heating Contractor · Furnace Repair Service · HVAC Repair Service“HVAC near me” · “AC repair [city]”
DentalDentistCosmetic Dentist · Dental Clinic · Pediatric Dentist · Emergency Dental Service · Orthodontist“Dentist near me” · “dentist [city]”
LegalLaw FirmPersonal Injury Attorney · Car Accident Lawyer · Workers Compensation Attorney · Criminal Attorney“Lawyer near me” · “attorney [city]”
FitnessGymPersonal Trainer · Fitness Center · CrossFit Gym · Yoga Studio · Boxing Gym“Gym near me” · “personal trainer [city]”
Auto RepairAuto Repair ShopAuto Body Shop · Tire Shop · Oil Change Service · Transmission Shop · Car Inspection Station“Auto repair near me” · “mechanic [city]”
PlumbingPlumberEmergency Plumber · Drainage Service · Water Heater Installer · Septic System Service“Plumber near me” · “emergency plumber [city]”
RoofingRoofing ContractorRoof Repair Service · Metal Roofing Contractor · Gutter Installation · Storm Damage Roofer“Roofer near me” · “roof repair [city]”
LandscapingLandscaperLawn Care Service · Tree Service · Hardscape Contractor · Irrigation System Contractor“Landscaper near me” · “lawn care [city]”
CleaningHouse Cleaning ServiceCommercial Cleaning Service · Carpet Cleaning Service · Pressure Washing Service · Window Cleaning Service“House cleaning near me” · “maid service [city]”
ElectricalElectricianEmergency Electrician · Generator Shop · Smart Home Installation · Electrical Installation Service“Electrician near me” · “electrical repair [city]”
ChiropracticChiropractorSports Injury Clinic · Physical Therapist · Massage Therapist · Pain Management Physician“Chiropractor near me” · “back pain [city]”
Med SpaMedical SpaSkin Care Clinic · Laser Hair Removal Service · Botox Clinic · Aesthetician“Med spa near me” · “botox [city]”
VeterinarianVeterinarianAnimal Hospital · Emergency Vet · Pet Groomer · Pet Boarding Service“Vet near me” · “veterinarian [city]”
FinancialFinancial ConsultantTax Preparation Service · Bookkeeper · Accountant · Financial Planner · CPA“Financial advisor near me” · “CPA [city]”
Real EstateReal Estate AgencyReal Estate Agent · Property Management Company · Mortgage Lender“Real estate agent near me” · “realtor [city]”
Pest ControlPest Control ServiceExterminator · Termite Control Service · Rodent Control Service · Bed Bug Exterminator“Pest control near me” · “exterminator [city]”
PhotographyPhotographerWedding Photographer · Portrait Photographer · Commercial Photographer · Family Photographer“Photographer near me” · “wedding photographer [city]”
TutoringTutoring ServiceTest Preparation Center · Language School · Math Tutor · Learning Center“Tutor near me” · “math tutor [city]”
MovingMoving CompanyFurniture Moving Service · Long Distance Mover · Storage Facility · Packing Service“Movers near me” · “moving company [city]”
InsuranceInsurance AgencyAuto Insurance Agency · Home Insurance Agency · Life Insurance Agency · Health Insurance Agency“Insurance agent near me” · “insurance agency [city]”