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

  1. Step 1: Double-check your onboarding checklist
  2. Step 2: Message #ops-support on Slack with:
    • Tool name
    • Your role
    • What you need access to
  3. 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.”