Wonder World

M A R K E T I N G



✨ group leads ✨



ASSIGNED TO : Duchess Executive Assistant

STANDARD OPERATING PROCEDURE :

UNICORN GOALS : 

✨GOAL 1 :

✨GOAL 2 :

✨GOAL 3 :

STEPS :

STEP 1 : Download the Group Leads Google Chrome Extension and add the Unicorn Client Attraction Secrets Facebook Group using the License Key. 

STEP 2 : Go into Settings for the group, add the link for the current Group Leads Spreadsheet and click ‘Verify’. Once it’s verified, click ‘Update’

STEP 3 : Log into Facebook from your Google Chrome Browser. In the Unicorn Client Attraction Secrets Group, go to the ‘Member requests’ section under the ‘Manage’ tab. 

Open up the current Group Leads Spreadsheet in another tab so you have both that and Facebook open.

STEP 4 : Before you start approving the member requests, make sure the ‘Approve’ buttons are red, rather than blue. 

If they’re blue, the group isn’t linked to Group Leads properly, and the data won’t transfer over to the spreadsheet. 

When they’re red, you can go ahead and start approving the requests.

NOTES : It may take a moment for them to turn red, so just wait a few seconds for it to refresh/update.

NOTES : It’s good practice to just approve one first and check it’s transferred over to the spreadsheet before you approve the whole queue.

STEP 5 : Once the queue is cleared and the data has been transferred to the spreadsheet, scroll across to the ‘Option Chosen’ column in the sheet, click on the last cell that says either ‘Vow’, ‘TikTok’ or ‘Action Taker’ and using the little blue square in the bottom right-hand corner, drag it down to highlight the cells for all the rows of data you’ve just added. 

This changes the cells to the option chosen by each new member. 

Scan over the data and double check that the Vow, TikTok and Action Taker options are all in the right column (column J). 

If they’re not, you’ll need to manually change the equation in the ‘Option Chosen’ cell so that the correct bonus option is selected. 

To do this, you’ll just want to change the letters in the equation to match the column the data falls in.

NOTES : If you do change the equation for some of the cells, make sure it’s still set to ‘J’ for all the others. 

STEP 6 : Every quarter, on the first day of the month, create a new spreadsheet. 

To do this, open up the Group Leads Extension.

Go to the settings for the Unicorn Client Attraction Secrets Group, and click ‘Make a copy of this Google Sheet & Format’. This will open up a new blank spreadsheet. 

Then go to ‘File’ > ‘Make a copy’ and rename the new spreadsheet ‘Unicorn Client Attraction Group Leads Spreadsheet - [Month] [Year]’. 

Click ‘Share’ > ‘Copy link’, reopen the Google Leads Extension and paste the new link into the Google Sheet URL field in the settings for the Unicorn Client Attraction Secrets Group. 

Click ‘Verify’. Once it changes to ‘Verified’, click ‘Update’.

STEP 7 : Go back to the new spreadsheet, click ‘Share’ again and share the spreadsheet with the Princess Executive Assistant and the Sales Team.

NOTES: Remember to change the settings to allow anyone with access to edit the sheet. 

STEP 8 : Click on the ‘T’ heading to select the whole of column T.

Right-click to show the options and select ‘Conditional formatting’. 

Add a new rule and change the Format rules to ‘Format cells if…Text is exactly > FALSE’. 

Change the Formatting style so that the cell fill color is the same light purple as the cells in column T. 

Click ‘Done’ to save this rule.

STEP 9 : Click on the ‘C’ heading to select the whole of column C, and right click to show the options. 

Go down to ‘View more column actions’ and select ‘Freeze up to column C’. 

NOTES : 



Keep Crushing Unicorn Goals!