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Sales & Marketing
This shelf serves as a centralized resource hub for all things related to sales and marketing. Here, you’ll find guides, strategies, templates, and best practices designed to help teams improve lead generation, customer engagement, and revenue growth. Whether ...
SOPs - How To Do Guides
Resources
Project Closer
This book serves as the complete SOP and reference guide for the Project Closer role at Upastra Digital Media. It defines the purpose, workflows, and responsibilities of the team members who ensure that every completed client project is properly finalized, doc...
Website Developer
This book serves as the complete SOP and reference guide for the Developer role at Upastra Digital Media. It defines the purpose, workflows, and responsibilities of the team members who are directly responsible for building, structuring, and implementing clien...
Sales & Service Co-Ordinator
This book serves as the complete SOP and reference guide for the Sales and Service Coordinator role at Upastra Digital Media. It defines the purpose, workflows, and responsibilities of the team members who ensure that every client project transitions smoothly ...
Completion Facilitator
This book serves as the complete SOP and reference guide for the Completion Facilitator role at Upastra Digital Media. It defines the purpose, workflows, and responsibilities of the team members who ensure that every client project transitions smoothly from de...
Project Manager
Developers
Completion Facilitators ( Resources )
Fiverr Sales Operations: The Master Manual
Company Policies & Handbook
Fillout Forms
Tools and Plugins
DNS - Domain & Hosting Setups
Website Changes
Website Changes
Client Communication
Daily Tasks Guide - How To Do Daily Tasks
Daily Tasks Guide - How To Do Daily Tasks
SEO
Project type
General Things
Direct Orders
Industry Wise Questions
Courses - Step By Step Guides for Different Roles
Advanced Custom Fields - ( ACF )
Assigning Projects
Important Codes
Analyzing Projects
Daily Guide
Daily Guide
How to close a project
Project closing steps: Confirm Login Details are saved (client website list) and make sure sent to client... Login Details Make AllInOne Backup from the client's website and delete (All In One Plugin) If Clinte has changed the Login Make a backup fr...
How to transfer a website
Subdomain Step1-Delete plugin Envato elements Also save the template kit name to ClickUp Step2-Checking favicon Step3-Tick the Checkbox from Setting -> Reading Settings -> (Discourage search engines from indexing this site) Step4-Back-up...
How to upload a project
Create a new project on ClickUp with the name of the client Name with Country Like Name (Country) Create a folder with the client name in this account drive (smtp…) and paste this folder link to the click-up description section as shown in the photo. ...
How to create fillout form
SOP: Creating a Fill-Out Form Log in to Fillout Open Fillout and log in with your account credentials. Start a New Form Click on “Create New Form” or “+ New Form”. Set Form Title & Description Enter a clear title for your ...
Useful Tools & Plugins
1. Design & UI Tools Color & Fonts Color Picker Quintessentially.com ColorZilla WhatFont Visual & Content Extraction Copyfish (Text extraction from images) Lightshot (Screenshot tool) SVG & Graphics SVG...
How to Point a Microsoft Domain to Hostinger Hosting
Objective Point a domain purchased and managed through Microsoft 365 to a Hostinger hosting plan using an A record, then install WordPress on Hostinger. Scope and Impact Approach uses A/CNAME records only to keep Microsoft 365 email intact. Names...
How to Make Website Changes Text Updates & Layout Adjustments - Appex Luxury Travel
Detailed List of Changes from the Video 1. Destinations Section Highlighted Caribbean as main specialty. Added other European countries (e.g., Paris, Amsterdam, Germany, Greece, Rome, Switzerland, Norway, Iceland) in the destinations. Removed...
How to Make Website Changes Text Updates & Layout Adjustments - Appex Luxury Travel
Detailed List of Changes from the Video 1. Destinations Section Highlighted Caribbean as main specialty. Added other European countries (e.g., Paris, Amsterdam, Germany, Greece, Rome, Switzerland, Norway, Iceland) in the destinations. Removed...
How to Upload Project Changes | Step-by-Step SOP for Smooth Updates
Purpose This SOP explains the exact process to follow when a client sends new changes or revision requests. It ensures that all updates are correctly saved, organized, uploaded, and communicated in ClickUp for tracking and quality assurance. Step-by-Step...
How to Start or Create a New Project | Step-by-Step SOP
Purpose This SOP outlines the step-by-step process for uploading a new client project. It ensures that every project is properly documented, organized, and tracked from the beginning, maintaining consistency and data security across all team members. 1. ...
How to Start or Create a New Project | Step-by-Step SOP
Purpose This SOP outlines the step-by-step process for uploading a new client project. It ensures that every project is properly documented, organized, and tracked from the beginning, maintaining consistency and data security across all team members. 1. ...
How to Make Website Changes Images, WooCommerce Products & Layout Adjustments - The Word Of God
In this video, I walk you through the process of making essential updates to a website, including image changes, WooCommerce product updates, and layout adjustments. Whether you're managing an eCommerce store or refining a website’s design, these edits are k...
Past Client Changes Project
New Client Changes Project
Fiverr Chat SOP – Website Redesign Projects
Objective Convert redesign inquiries into clear-scope paid orders without mockups, confusion, or underpricing. Step 1: First Reply (Control the Frame) Purpose: Establish authority. Thank the client Say you’ll review their website + competitor...