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 |
|---|---|---|
| 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 |
| 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-supporton 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
- 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.”
