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Welcome to the Assist Providers Client Wiki

Welcome to the Assist Providers Wiki! This wiki is designed to give you quick and easy access to everything you need to maximise your results with us. Whether you’re looking for guidance on lead management, sales strategies, software setup, or troubleshooting, this is your central hub for all essential information.

🚀 How to Use This Wiki

Use the Search Bar to quickly find what you’re looking for.

Browse through the Main Categories in the menu.

Check the FAQ Section for quick answers to common questions.

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Software SOP's

Step-by-step SOP guide for using essential Assist Providers software tools like SDLeads, Notion, Fathom, and Meta Ad Manager — perfect for new team members and NDIS providers.

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Software SOP's

Onboarding Troubleshooting

Step-by-step Meta Ads SOP for NDIS providers to set up, manage, and optimise ad spend, assets, and campaigns for better results.

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Onboarding Troubleshooting

Preparation SOP

Complete SOP for NDIS providers to scale participant growth, manage leads, and maximise ROI before launching ads with Assist Providers.

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Preparation SOP

Social Media SOP

Complete SOP for NDIS providers to manage social media, respond to DMs and comments, avoid Meta spam, and boost engagement for better ad results.

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Social Media SOP