Fresh Digital·Australia & Thailand·9 pages
Every page you need, from first call to account access.
In the order you use them through a deal. Each one is always the current version, so there is no hunting through Drive and no sending a client a form that is three revisions old.
Bookmark this page. Press Ctrl D, or Cmd D on a Mac. It is the only link you need to save, because everything else lives here.
01The toolkit
Nine pages, one bookmark.
Two of these are yours alone and never go to a client. The rest are built to be forwarded. The tag on each card tells you which is which.
Send to client
Internal, for you
1
About Fresh Digital
Send to client
Our credentials page. Fourteen years, 2,000 plus clients, 51 number one rankings, plus client results, case studies, onboarding and the team. Send it to a prospect before a first call so they turn up warm.
about-fresh-digital.pages.dev
2
AI and AEO Case Studies
Send to client
Answer Engine Optimisation, explained and evidenced. Why AI answers are moving past traditional SEO, current client case studies, and the four stage discovery framework. Use it when a prospect asks whether AI search is real, or whether we have actually done it.
ai-aeo-examples-aus.pages.dev
3
Discovery Call Sheet
Internal, for you
Open it on the call. Works through qualification, pain points, enquiry flow, capacity to scale, competitors, decision process and objections. Hit Copy summary at the end, paste it into HubSpot, then attach the same summary to the proposal request. Your notes stay in that browser on that machine and never reach us, so the paste is the only record.
fd-discovery-sheet.pages.dev
4
Client Questionnaire
Send to client
The client fills this one in. Covers all nine service areas: SEO, Google Ads, Google Business Profile, social, web design, branding, content and CRO. Send it as soon as they are interested, because it is what the strategy gets built from.
fd-questionnaire.pages.dev
5
AI and AEO Questionnaire
Send to client
The AI search version, for anyone who wants to be found in ChatGPT, Google AI and Perplexity answers. Use it alongside the standard questionnaire, not instead of it. Their answers save in their own browser, so tell them to download or email it through when they are done.
ai-aeo-questionnaire.pages.dev
6
Proposal Request
Internal, for you
How you request a proposal. Your name, the client, their site, the services they want, files and notes. Attach or paste the discovery summary here, because that is what the proposal gets written from. It routes to Rob or Manni. If it is not in here, it is not in the queue.
fresh-digital-proposal-request.pages.dev
7
Google Ads Setup Guide
Send to client
Send it to any client running Google Ads with us. Steps to create the ad account with the country, currency and time zone set correctly, and without accidentally building a campaign on the way through. They reply with their ten digit Customer ID and we take it from there.
fd-google-ads-setup.pages.dev
8
Meta Business Setup Guide
Send to client
Send it to any client running Meta ads with us. Seven steps to set up their Business Portfolio and grant us partner access. Two things to tell them: the account stays in their name, and all they need is our Business ID. Nobody adds a personal email address any more. The download unlocks at seven of seven, so the PDF they send back is your proof it is finished.
Our Business ID545321679440107
fd-meta-business-setup.pages.dev
9
Tracking Access Guide
Send to client
Send it to any client whose Analytics, Search Console or Tag Manager we need. Three short steps, each one just adding our tracking address to a tool they already own. Nothing is transferred and they stay the owner. Search Console and Tag Manager are marked "if you have it", so a client without them skips rather than stalls.
They addtracking@freshdigital.com.au
fd-google-access.pages.dev
Something here wrong or out of date? Tell Rob rather than working around it. Fixing it once fixes it for everyone.