How to set up a new client Google Drive folder

How and where to set up a Google Drive folder for new clients.

In order to properly track our work, we create individual folders for each of our clients on Google Drive. These folders are designated as a place for all students to collaborate on work while also organizing tasks appropriately. Each new client needs their own folder with subfolders within it.

Create a new folder:

1. Go to the Shared Google Drive. 

2. Click on the Clients folder.

3. Click on the Active Clients folder.

4. Within your assigned teams folder, create a new folder with the client's name.

5. Within this new folder, create the following subfolders:
   1. Client Agreement (If Alec hasn't added the "Client Agreement" to the folder yet send him a message to ask for it) 
   2. Content

   3. Reputation Management

   4. SEO

   5. Paid Media

   6. Social Media

   7. Meeting Notes - There is a template (Meeting Notes Template) for this. Copy it into the folder, See article (How to Use Template Gallery )

   8. Add "Client Core Messaging Doc" Template (under "Basics" in google doc templates) 

Share folder access with the client:

1. Find the folder in the Google Drive.
2. Right-click on the folder.
3. Select Share.
4. Select Share again.
5. Enter the Google Account email of the client.

ESTIMATED TIME TO COMPLETE TASK: 10 minutes