Your tools are your toolkit. Set them up properly — it reflects your professionalism.
At BSM, we use a focused stack of tools to collaborate, execute, and deliver results. This guide outlines all required platforms, access protocols, and key setup steps you must complete in your first 72 hours.
🔹 1. GENERAL PRINCIPLES
“Set up once, operate fast forever.”
We expect every new hire to:
- Take ownership of tool access — proactively check if anything’s missing
- Use official BSM emails and follow naming conventions
- Respect security protocols: no sharing passwords, no personal cloud storage
- Keep tools organized — bookmarks, folder structures, dashboards
🔹 2. TOOL STACK OVERVIEW
Category | Tool | Purpose |
---|---|---|
Communication | Slack | Internal messaging & team channels |
Collaboration | Notion | Docs, SOPs, onboarding, project hubs |
File Storage | Google Drive (BSM) | Shared folders, client files, briefs |
Ads & Campaigns | Meta Business Suite, Google Ads, TikTok Ads | Paid media execution |
Automation | Harasocial, HubSpot, Manychat | Chatbot, email, CRM workflows |
Creative | Canva Pro, Figma, CapCut | Design assets, templates |
Reporting | Looker Studio, Sheets, Supermetrics | Performance dashboards, client reports |
🔹 3. SETUP CHECKLIST (WITH ACCESS LINKS)
Tool | Setup Action | Notes |
---|---|---|
Slack | Accept invite → Join #team-core , #client-[X] , #daily-updates |
Use real name & photo |
Notion | Accept workspace invite → Bookmark 🧭 BSM Home |
Start from /kb/onboarding-plan |
Google Drive | Log in with BSM email → Access Clients , Templates , Internal folders |
Use shared drives only |
Meta Business Manager | Add business access (via email invite) | Request 2FA if managing ads |
Harasocial | Get user access → Learn bot flow structure | Watch [intro Loom here] |
HubSpot | Add CRM login → Review Lead stages pipeline |
Optional for CRM roles |
Canva Pro | Accept team invite → Access brand kit, templates | Use correct workspace |
CapCut / Figma | Log in via team access (if required) | Creative only |
Looker Studio | Ask for access to your client’s dashboard | Optional for Strategy/Ads roles |
🔹 4. WHAT TO DO IF YOU’RE MISSING ACCESS
- Step 1: Double-check your onboarding checklist
- Step 2: Message
#ops-support
on Slack with:- Tool name
- Your role
- What you need access to
- Step 3: Wait max 24h or escalate to your team lead
🔹 5. BEST PRACTICES FOR TOOL USAGE
- Slack: Be concise, use threads, avoid DMs for work issues
- Notion: Always link back to source docs — no duplication
- GDrive: No uploading to “My Drive” — always use shared folders
- Campaign tools: Always screenshot before making major edits
- Creative: Duplicate before editing team templates
- Security: Enable 2FA on Meta, Google, HubSpot if applicable
🔸 Final note
Your tools are not just software — they’re how you build trust and deliver results at BSM.
Set them up like a professional. Use them like an owner.
💬 “A consultant without their tools is just guessing. We don’t guess.”