Client Knowledge Base

Welcome! We’re delighted to be collaborating with you. Below are resources you may find helpful.

Working Together

Granting Access

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Client Resources

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Sales & Support

Working Together

Getting started, you’ll want to review this section — it covers the general project flow, who we are, and how we work.

JB Media Roles

So that you can better understand our process and how your team will work, we are providing brief descriptions of the various roles on our project teams. It is often the case that one person may have more than one role on a team but each role has its own set of responsibilities.

The Strategy Lead is responsible for understanding the client’s high-level business objectives and unifying developed strategy with those goals.

The Project Lead is the primary contact with the client and collaborates with the Strategy Lead to ensure that team direction meets the goals of the client within the scope of the project.

The Project Manager collaborates with the Project Lead and all team members to execute and manage the project within scope and on time.

A Service Area Lead is a specialist from a specific service area who will develop strategy and be responsible for discovery, research, and audits.

A Service Area Specialist implements strategy within each service area. They will be responsible for execution, management, and reporting.

Client Responsibilities
  • Answer and return the Discovery Questions
  • Provide administrative accesses to Google Ads, social media, Google Analytics, Google Search Console
  • Review and approve approve content (social, landing page, etc.) created by JB Media Group
  • Give feedback in a timely fashion to the JB Media team as new content is completed
  • Upload content to website
  • If applicable, introduce the JB Media Group project team to your web development team
Our Process

Our Values

Client’s Best Interest

We strive to do the right thing for our clients. We see ourselves as part of your team and are highly motivated to help you succeed. For every project, we align our strategy with our client’s goals, needs, and budget. If we’re not the best fit, we recommend vendors who can better serve you.

Relationships

Strong relationships are at the foundation of our company. We show respect, communicate with courage, listen deeply, and express gratitude in our words and actions. We contribute to a healthy and empowering workplace culture and seek opportunities for connection and collaboration with our clients, colleagues, and community.

Balance

We are thoughtful about how we spend our time and energy. We pursue excellence on the job and work to deliver the very best to our clients. We also support each other’s efforts to live our best lives now and in the future—pursuing our personal goals and dreams, spending time with loved ones, and taking care of our full selves—bodies, hearts, and minds.

Learning

We are committed to our own growth—as people and as experts in our field. We see learning as a daily practice that includes listening, questioning, and stretching ourselves. As part of our learning process, we collaborate and make informed decisions based on sound data and research. We believe that creative, effective solutions grow from trying new things, measuring results, and refining our approach.

Impact

We contribute to positive environmental and social impact, locally and globally, through our work and volunteer efforts. We believe in the sanctity of the natural world and the dignity of every human being. We offer our time and talents, individually and as an organization, to serve alongside those that are working to create a better world.

How to Grant Access

In order to do research, audits, or implementation, we need access to your accounts as soon as possible. Below are walkthroughs to guide you through the process.

Refer to the matrix on the first page of your Discovery Questions for the appropriate email to grant access to.

If you have any questions, contact your project lead.

Email Marketing

Email us the login email and password, or create a user profile for JB Media Group on your email marketing platform(s). If creating a profile for JB Media Group, ensure it is admin level. You may use reports@jbmediagroupllc.com as the email address.

Note: Depending on your email platform, JB Media Group may need to pass a two-step authentication when logging in for the first time. This authentication code may be sent via email or text message to the contact information you have on file in your account settings. Please ensure you can access the authentication messaging and your contact information is up to date. If possible, email code within 12 hours before code expires.

Facebook - Add Page Admins

From the Business Manager page, add the Facebook account Jb MediaGroup (email address: facebook@jbmediagroupllc.com) as a Page Admin.

Here’s how:

  1. On your Business Page, click on Settings.
  2. Select Page Roles on the left.
  3. Assign a New Page role.
  4. Add Admin (type in facebook@jbmediagroupllc.com or Jb MediaGroup). Please note these must be typed exactly as they appear.

If implementing Facebook advertising, please add Jb MediaGroup / facebook@jbmediagroupllc.com as Admins to the Business Manager Account and Ads Manager Account.

Here’s how to add people to your Business Manager Account:

  1. Visit your Business Manager Account
  2. Click on Settings (gear icon in the top right corner)
  3. Select People and Assets in top bar
  4. Click on People
  5. Click on Add New People
  6. When a new screen pops up, enter facebook@jbmediagroupllc.com and select Admin.
  7. When the next screen pops up, select page and then Page admin.
  8. Done!

Here’s how to add the same people to your Ads Manager Account:

  1. On the same page in Business Settings, click Ad Accounts on the left sidebar
  2. Select Add people on the right
  3. When a new screen pops up, enter Jb MediaGroup or facebook@jbmediagroupllc.com in the search bar and select Ad Account Admin.
  4. Done!

Facebook - Pixel

Install a Facebook Pixel through the Business Manager account on your website to report conversions, and get insights on how people are using your site.

Here’s how:

  1. On your Business Page, click on Pages
  2. Under Events Manager column, go to Pixels
  3. Click “Create a Pixel”
  4. Pixel Name: Enter a name that is relevant to your website
  5. Select how you want to have the pixel installed (Manually or Email to a Developer)
  6. Follow the directions for installation

Google Ads
  1. Email us your ten-digit account number.
  2. When you receive an email from reports@jbmediagroupllc.com, click Accept in the email.
  3. Make sure you click on the circle in the screenshot show you allow us to have Administrative Owner Access.

Google Analytics
  1. Click Admin, Select User Management, then click the +
  2. Enter reports@jbmediagroupllc.com, select edit level access, and click add.

Google Search Console

Within Google Search Console, add reports@jbmediagroupllc.com with full permission.

Here’s how:

  1. Click Settings (gear icon in upper right)
  2. Select Users and Property Owners.
  3. Type in reports@jbmediagroupllc.com and click Add (with Full Permission)

Google Tag Manager

To create a new GTM account, follow this easy tutorial from Google.

To add reports@jbmediagroupllc.com as an admin to your account:

  1. Click Admin.
  2. In the Account column, select User Management.
  3. Click Add.
  4. Select Add new users.
  5. Enter reports@jbmediagroupllc.com
  6. Set Account Permissions. Select Administrator.
  7. Click Invite.
Instagram

Please email your social media specialist the login credentials for your Instagram account. Their email will be listed on the first page of your Discovery Questions.

Note: When logging in for the first time on a new device, JB Media Group may need to pass a two-step authentication. This authentication code may be sent via email or text message to the contact information you have on file in your account settings. Please ensure you can access the authentication messaging and your contact information is up to date. If possible, email team member the code within 12 hours before code expires.

LinkedIn
  1. Click the Me icon at the top of your LinkedIn homepage.
  2. Below Manage, select your Company Page.
  3. Click on Admin Tools at the top of the page and click Manage Admins.
  4. Click on the Designated Admin option at the top of the page.
  5. Start typing the person’s name you want to add in the text box. (refer to your Discovery Questions page 1 for your social media specialist’s email)
  6. Click Save.
Pinterest

Please email your social media specialist the login credentials for your Pinterest account. Their email will be listed on the first page of your Discovery Questions.

Note: When logging in for the first time on a new device, JB Media Group may need to pass a two-step authentication. This authentication code may be sent via email or text message to the contact information you have on file in your account settings. Please ensure you can access the authentication messaging and your contact information is up to date. If possible, email team member the code within 12 hours before code expires.

Twitter

Please email your social media specialist the login credentials for your Twitter account. Their email will be listed on the first page of your Discovery Questions.

Client Resources

Guides we’ve developed to provide your team with foundational knowledge, best practices, or deeper dives into tools or practices.

JBM's Digital Marketing Glossary

Guide to Understanding Your Keyword Research

SEO 101: The Essential Reading List

Social Media 101

Best Practices for Email Compliance with GDPR

The Smartest Way to Allocate Your Digital Advertising and Marketing Budget

Sales & Support

Are you looking for a scope change or to contact sales? Find the info you need in this section.

Scope Changes

While we do our very best to develop a proposal of work tailored to your desired outcomes, things can change. Sometimes during discovery our team will uncover a new direction that will better meet the strategic goals and will require an adjustment to the scope of work. Whenever possible we try to move budgeted time around to meet the client’s best interest within the contracted scope, however, there are times when this is not possible and not in your best interest. At these times the team will usually present an alternative scope of work when presenting strategy and recommendations and we will only move forward with an alternative scope of work with your approval.

Alternatively, there are times that the client needs to adjust the scope and would like us to add work or significantly change the proposed scope of work. At these times we ask the client to submit a change of work request.

Contact Sales