Start with a workable scope
Agree on the profiles and tasks covered by the service. Assign a client contact, an agency delivery owner and an approver for sensitive content. The client retains ownership of the profile and grants appropriate access; personal Google credentials should not circulate between team members.
Record approved business information, image sources, special opening hours, priority services and topics to avoid. Use the local SEO onboarding checklist to prepare this file before scheduling work. Missing access or client information should appear as a dependency with an owner.
Separate ongoing monitoring from the editorial calendar
New reviews and urgent business changes need a different cadence from planned posts. Agree on a response target, covered working days and an escalation route. That target is part of your agency's service commitment, not a universal response guarantee from the software.
At the beginning of the month, collect upcoming events, offers and available visuals. Set publication frequency according to the business's needs and ability to supply reliable material. No fixed number of posts or photographs guarantees better Google rankings.
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Approve content and verify publication
Distinguish draft, awaiting approval, approved, scheduled and published. Scheduled content is not yet visible on Google. Check failed, rejected or delayed items and keep them in the outstanding workload rather than counting them as completed delivery.
Approval covers the destination profile, dates, prices, image rights and final link. If the client does not respond, follow the agreed procedure: postpone, remind or use previously approved material. Do not fill gaps by inventing business information. Keep a record that another account manager can understand.
Handle reviews and exceptions
Define which responses can be automated and which require human review. Sensitive complaints, personal information and disputes need an escalation path. Keep an action history and check that published replies match the correct business and its approved tone.
Request reviews fairly. Do not condition a reward on posting a Google review or select customers by satisfaction. Reporting a review does not guarantee removal; Google decides how to handle it under its policies. Treat access loss and publication failures as incidents with a named owner.
Close the month with a decision
Separate completed actions, observations and next decisions in the report. Include dates, covered profiles, sources and missing information. Compare local rankings using consistent keywords and measurement settings. An observed change alone does not establish what caused it.
End with a short action list containing owners and due dates. The local SEO report template offers a downloadable structure. The profitability guide separately explains how to cost this workflow without treating software cost as the entire expense.
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