uSPO Onboarding Guide

Step 1: Create the Client Contact

1. Navigate to Contacts in the Umbrella platform.

2. Click Add Contact.

3. Enter:

   • Client name

   • Email address

   • Phone number (recommended)

4. Set contact status (e.g., New) for pipeline tracking.

5. Use tags or custom fields if needed for internal organization (optional).

6. Click Save.

Your client is now ready for quoting.

Step 2: Request a Vendor Quote (SPO)

1. Open the client profile.

2. Go to the Vendor Quotes tab.

3. Click Request a Quote (top right).

4. Select SPO as the product.

Complete the quote form with:

• Project name (internal reference, e.g., “Bell Roofing SPO”)

• Business name

• Business website

• Business locations (city, regional, or national targeting)

• Services offered (service categories only — not keywords)

• Desired monthly clicks (100–4000 per project)

• Branded autocomplete term (usually the business name)

• Notes or special requests (if applicable)

Click Submit.

The quote status will show as Requested.
You will receive a vendor response within 2 business days.

Step 3: Review the Vendor Proposal

Once received, review:

• Suggested keywords

• Approved monthly click cap

• Wholesale pricing

If adjustments are needed:

• Click Message

• Communicate directly with the vendor inside the platform

Only proceed once you and your client approve the proposal.

Step 4: Purchase the Campaign

When ready:

1. Click Purchase under Actions.

You will now configure pricing and order details.

4.1 Set Your Pricing (Markup)

You control your retail pricing.

You will set:

• Retail setup fee

• Client billing price per click

Pricing guidance:

• A common strategy is pricing at ~50% of equivalent Google PPC CPC

• Example: If Google PPC averages $30 per click → charge ~$15 per click

• You may also apply a 2x markup or your own pricing strategy

You have full flexibility in your margin structure.

4.2 Complete the Intake Form

Enter:

• Contact name and title

• Phone number

• Email address

• Upload the signed client agreement

Verify all campaign details carefully:

• Business name

• Website

• Locations

• Services

• Autocomplete term

• Approved keywords

• Maximum monthly clicks

Accuracy here prevents launch delays.

Click Submit to finalize the order setup.

Step 5: Collect Client Payment

You have two options:

Option 1: Enter Card Manually

Use “Pay with new card” to enter the client’s payment details directly.

Option 2: Send Invoice to Client

Select “Send to contact to complete” and share the generated payment link.

Once payment is completed:

• Status changes from Payment Needed → Active

• Funds go to your connected Stripe account

• Umbrella automatically remits wholesale click costs

• No upfront capital required from you

Step 6: Campaign Launch & Access

Within 24–48 hours after purchase and payment:

You will receive:

1. A message from the SPO team in your Vendor Inbox

2. A welcome email with instructions to connect:

   • Google Analytics

   • Bing Webmaster Tools

3. SPO client portal login credentials to monitor:

   • Keyword rankings

   • Campaign performance

The campaign will then move into active management.