Welcome & portal guide
Welcome to Innovative Agency, a DBA of Pegasus Digital Ventures LLC. Your agency contact will confirm your priorities and next steps.
Your first sign-in
- Ask the agency to confirm the exact email approved for your access.
- Open Client sign in and follow Microsoft’s instructions. For email-code accounts, request a fresh code and enter it yourself. Never share sign-in codes.
- Check the company name before reviewing or submitting anything. If the company is wrong or sign-in fails, stop and contact the agency.
An account-not-found message needs agency assistance with the approved identity. Receiving a code alone does not prove company access; complete sign-in and verify the company.
Finding your information
- Overview, Growth and Connections: measurements, comparison periods and setup status. Missing measurements can reflect setup or incomplete coverage.
- Work completed: recorded delivery activity. Discuss upcoming priorities with your contact.
- Client submissions: share permitted photos and business updates when enabled. Saving a draft does not send it; select Send to agency when ready.
- Billing: authorized company owners review released agreements, signed copies, invoices and available payment options when enabled.
Your role and your company’s enabled sections determine what appears. Ask your contact about missing sections.
Signing and payments
Read the complete agreement before signing. Only an authorized business signer should enter their name and title and confirm consent. Download the signed agreement and receipt. Signing an engagement, saving a card and authorizing recurring payments are separate actions; review the specific terms presented for each.
Help
Use your assigned agency contact for service questions. For portal support, email info@myinnovativeagency.com with your business name and issue. Omit passwords, codes and card details. Read Portal privacy and Portal terms.
Business intake worksheet
Complete with your agency contact. Use “unknown” for unverified information. Complete a separate location worksheet when needed. Return the completed copy through the channel agreed with your contact.
Business facts and contacts
| Legal name, trading name and location | |
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| Website, public phone, email, hours and holiday exceptions | |
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| Authorized signer: name, title and approved portal email | |
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| Primary contact, backup and billing contact | |
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| Website provider / developer contact | |
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| Priority services, ideal customers and service areas | |
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| Capacity, seasonality and unavailable services | |
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| Top three goals and success criteria | |
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| Competitors: exact names and websites | |
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| Current marketing and planned offers | |
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| How enquiries become qualified leads and booked work | |
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| Measurement sources and known gaps | |
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| Copy, photo, post and review-response approver | |
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| Communication channel, availability and meeting cadence | |
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Include only information needed for the agreed services. Leave sensitive customer records and credentials out of this worksheet.
Account access & asset checklist
Your business retains ownership of its accounts. Ask the agency to confirm the exact receiving account and minimum role before inviting anyone. Use provider invitations and guided authorization; never send passwords, recovery codes or MFA codes.
Record each owner, status and outstanding action| Prepare | Owner / status / due date |
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| Google Analytics: correct property name/ID, owner and website tag installer | |
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| Search Console: exact verified property and owner | |
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| Business Profile: exact listing link, location and primary owner | |
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| Website / CMS: platform, developer and agreed named-user access | |
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| Domain / DNS: provider and authorized administrator contact | |
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| Brand: approved logo, colors, description, tone and service list | |
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| Photos: usable originals, captions and permission to use them | |
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| Prior reports, metric definitions and tracking changes | |
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Verification after access
Agency staff verify the exact property/profile, authorization and actual reporting results. An accepted invitation does not prove collection or tracking works. Google reporting and Business Profile connections are separate; review importing also needs separate opt-in. Connecting an account does not install website tracking.
Agree website publishing permissions, backups and change review with your developer before changes. Tell the agency when a contact leaves or access should end; portal membership and third-party invitations are separate.
Kickoff & first-month handoff
Review together and record actual agreed owners and dates. Timing depends on access, assets, approvals and contracted scope.
Operational decisions and acceptance| Decision / milestone | Detail, owner and date |
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| Signed scope, quantities, exclusions and start date confirmed | |
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| Agency contact, client approver and backup confirmed | |
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| First sign-in, correct company and required sections verified | |
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| Channels, response expectations and escalation contact agreed | |
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| Missing access/assets assigned with due dates | |
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| First priorities and work items agreed | |
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| Content approval method and turnaround agreed | |
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| Metrics, enquiry events, time zone and baseline period defined | |
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| Tracking verified; reporting gaps recorded | |
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| First progress review date and report recipients agreed | |
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| Completed work, blockers and next-month priorities reviewed | |
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| Handoff accepted or exceptions assigned with dates | |
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Shared expectations
Supply accurate business facts and approve material claims, offers and images. Uploading content does not authorize automatic publication. Additional work, spending and scope changes need agreement before proceeding.
Reporting distinguishes unavailable information from zero activity. Early comparisons may be provisional. Rankings, enquiries, sales and AI citations are not guaranteed. Review progress against agreed work and verified measurements.
Client reviewer / date: __________________________
Agency owner / date: __________________________
This worksheet records operational decisions. It does not sign an agreement, authorize a charge or replace engagement terms.