Startup Checlist Breakdown
When a startup customer is ready to go live per the design coordinator, the design coordinator will make a task to begin the checklist for this customer to get them live.
Any issues you find with the following below, comment in the task back to the design coordinator so they can address it with the graphics department.
Section: Homepage
What To Do:
All Stock Imgs Bought
Check the design and make sure there are no watermarks on any images on the homepage. Also check the header and footer in the global layout to make sure no watermarks appear.
Broken Links
When you do a page scan on the design, check to see if there are any broken images or links. Correct any issues that the scan picks up.
NBN On or Off
If the customer has NBN, check if they are enabled. If the customer doesn't have NBN, check off.
Correct Google Review Widget
Make sure the review widget on the homepage and the review page are pulling the reviews from the customers GMB and not Online-Access.
Social Media + _blank
If the customer has any social media, make sure the SM tags are directing to the correct SM pages and opening them in a new tab with the target="_blank" coding. Go in Customer Hub and update any links in the Web Presence tab.
Map in footer
Check to see if there is a map in the footer of the website. If there isn't, check this off. If there is, make sure it's for the correct address of the customer.
Check Correlating Links
Check and make sure all of the links and buttons in the global header/footer and the homepage are working as intended and going to the correct page.
Address + Phone #
Check and make sure the address and the phone number on the website match the address and phone number in Customer Hub. If it's a residential address, make sure the street is hidden on the website, leaving just the city, state, and zip code. Check notes to make sure there isn't a tracking number on the website that is supposed to be there as well.
Section: SubPages
What To Do:
Update City Tag
If the company has NBN, check to make sure they are enabled and the cities are populated. If so a list of cities should populate. If the company does NOT have NBN, you can remove the following code:
Check Hours Page
Make sure the hours on the contact page matches the hours listed in the footer or header and in Customer Hub. If the company offers 24/7 Emergency service, make sure it's noted on this page that they offer that service.
Button Formatting
Make sure the buttons on the forms are formatted to be like the other buttons on the website (ssButton).
Double Check All Forms
Make sure all 3 starter forms are created (Contact, Schedule Service, Employment) and have the correct questions/requirements.
Disable Unused Pages
Check the menu and make sure all of the unused pages are disabled and removed.
Rename/Organize Menu
Rename and organize the men if the design coordinator hasn't done so yet. Check with them and see if there are any specifics that need to be addressed.
Section: Other
What To Do:
Benchmark City Ticket
This is done by the design coordinator. They discuss with the customer what their top 5 cities are and they put their top 3 in the Services & SEO tab in the Customer Hub. Double check and make sure they are filled out.
Check SEO City Distance
Google the three cities and check the distance between each one. (City 1 to City 2, City 2 to City 3, City 1 to City 3) and make sure they are less than 30 miles apart (unless design coordinator says otherwise).
Update Products PP tab
Double check the Company Products are checked off correctly in pagepilot.
Meta Opengraph
Go into the Meta Data Tool and do the following:
- Title: Put Company Name
- Enabled: Check off
- Site Name: Put Company Name
- Description: Use meta description here as well.
- Image: Upload Opengraph image from Graphics
- Image Alt: Ignore
Check Off Basecamp
Go into the companies Basecamp and check off their startup to do list.
Remove Website Stats
Remove the Website Stats tool from the customers account.
Upload PIs/add Friendly URL's
Upload the Page Import sheet to the Page Import tool, assign it to the correct CID and upload. Make sure the friendlies have been pulled over and are working.
Section: Google
What To Do:
Business Location ID
Add the customers Business Location ID from their GMB to the Google Tools tab in their Company Info before logging in.
reCAPTCHA
Go to
https://www.google.com/recaptcha/admin/site/432078906 choose a v2 Checkbox titled
## OA Customer V2. Next, click the gear in the top right hand corner. On the page, click
reCAPTCHA keys and copy the site key and the secret key, paste them into the
Google Tools for the CID. Next, go back to reCAPTCHA and add the primary domain to the domains list by putting the domain in and clicking the plus sign. At the bottom, click
Save.
Analytics
Go to https://analytics.google.com/analytics/web and click the gear in the lower left hand corner. Next, make sure you are in OA Tracking 19, doesn't matter what company you click on, just click on one. Next, click Create and choose Property. For the Property Name put CID Company Name. Change the time zone to Detroit, then click Next. For Industry Category, choose Business and Industrial and choose Medium for business size and click Next. For Business Objectives choose the bottom option Other business objectives and click Create. For Data Collection choose Web.
To set up the data stream, put the companies domain with www. Example: (www.domain.com). For Stream Name put CID Company Name, then hit Create & continue.
On the pop up, find the G-tag that looks like this: G-W8V548D34 and copy it and paste it somewhere you can quickly get access to it.
OR
You can click off the pop up and the next pop up, will have the G-tag under the Measurement ID and you can copy it from there.
Next, click the Next button after you have copied the G-tag. Then click Continue to Home. While in the property, click the gear in the lower left hand corner. Next, click Property Details. Next, copy the Property ID. Go to the CID's Google Tools and in the Google Analytics section, and for the User Analytics Account Type choose Google Analytics 4. Next, in the Admin Google Analytics 4 Property, put in the property ID you copied from Google Analytics. Finally, check off Admin Analytics Account Enabled and hit save.
Tag Manager
Go to
https://tagmanager.google.com/ and scroll down until you see
OA Customer Tracking - 04 and click the 3 dots and click
Create Container. Next put the CID and Company Name in the Container Name Field, choose
Web for the Target platform and then click
Create. Next, copy the GTM tag and add that to the Google Tools for the CID in the
Tag Manager Account ID spot and check off the
Tag Manager Enabled box. Next, go back to the Tag Manager and click
Admin. On this page, click
Import Container. Click
Choose container file and go into the OA Customer folder, then Startups, and choose the GTM file from 5/15/2024 and open it. Next, leave the workspace as default and choose
Merge for an import option, then choose
Overwrite. Next, scroll to the bottom and hit
Add to workspace. Finally, click
Workspace and choose
Variables on the left hand side. Scroll down until you see
OA GA4 ID. Next, click the pencil in the top right hand corner change the value to the GA4 ID you got from earlier and replace it, then click Save. Finally, click
Save in the top right hand corner, then
Publish and you can click
Skip.
Bing/GMB Photos
For
Google:
- Get to the companies business page
- Click Photos
- Click Change logo/upload logo/select image for the logo
- Go into the customer folder for the CID and find their Social Media folder
- Select the logo image.
- Leave the sizing as is and upload
- Next go cover photo
- Click Change cover/upload cover/select image for the cover photo
- Go into the customer folder for the CID and find their Social Media folder
- Select the Google image.
For
Bing:
- Log into Bing and go into the companies profile
- Click the photo button, then clickBrowse
- Go into the customer folder for the CID and find their Social Media folder
- Select the Bing image.
- When the image is uploaded, underneath the photo, set the image to Logo.
- Click Next and then Submit
GMB/Bing Audit
Do an audit for the customers GMB and Bing.
Update GMB/Bing Link
Go into each listing and add the correct UTM code to the end of the domain.
GBP ?utm_source=google&utm_medium=organic&utm_campaign=gbp
Bing ?utm_source=bing&utm_medium=organic&utm_campaign=bp
Section: Post Live
What To Do:
WebMaster Console
Go to
https://search.google.com/search-console and choose the customers domain in the top left hand corner. When in the customer Search Console, click on
Settings. Next, click
Users and Permissions then click
Add User and add this account:
940436176729-k1v66h668s5mpos45ofom7o6l3a0nf2d@developer.gserviceaccount.com with
Full access and click
Add. Next click
Sitemaps on the left hand side. Add the two sitemaps to Sitemaps (replace example domain with domain you're bringing over) https://example.com/sitemap.xml
https://www.example.com/sitemap.xml and once both say
Success, you are all set.
HTTPS
Done by the design coordinator, make and force secure the website to ensure the SSL is done and the website is secure.
Set Date Btn
Done by the design coordinator, hit the Set Site Live button
Send Live Ticket to SEO
Assign the ticket that populates after hitting the button, to PBD.
Request Review
Done by the design coordinator, email the customer informing them they are live and asking for a review.
Add Reminder for 1 Month
In your own pagepilot account, click on Communications then click Personal Reminders. Click Add New. In the reminder subject, title it Reminder. For Name, put Reach out to ____. Leave the body blank and for Email to put help@pagepilot.com.
Check off the Send Once box and for the Occurs At, select 8 AM. For the Start Datepick one month from the day the customer went live.