New or Updating Client Page Procedure

SOP: New or Updating Client Page Procedure

Purpose

To set up, update, and quality-check a client’s business listing page, assign directory categories, create live ad placements, verify direct permalinks via WP Sheet Editor, and deliver their onboarding welcome report and diary schedule.

Phase 1: Setup or Update the Listing Page

1. Navigate to Business Listings:
   • Go to Business Listings > Add New Listing (or search and click Edit on an existing client page).
2. Core Listing Information:
   • Listing Title: Enter the business name using standard branding format (e.g., King Locksmiths or Northern Arena | Swim School & Family Activities).
   • Excerpt / Summary: Enter the approved 1–2 sentence introduction highlighting primary services.
   • Business Contact Fields (ACF):
     • Phone Number
     • Email Address
     • Physical Address / Suburb (e.g., Silverdale, Whangaparāoa)
     • External Website URL
     • Google Map link / Embed code (Deluxe & Premium plans)
3. Directory Categories & Section Taxonomy:
   • In the right-hand sidebar, assign the client to their primary directory section and sub-categories (e.g., Property | Security, Business Supplies and Services).
   • (If Premium/Deluxe) Check the Local Business Donation Programme category and select their nominated community group/beneficiary (e.g., local school, club, or charity).
4. Publish or Update:
   • Click Publish (for new listings) or Update (for existing client revisions).

Phase 2: Live Placement & Visual Advert Checks

1. Logo / Scrolling Adverts:
   • If the plan includes a Side Scrolling Logo Advert, verify that the logo graphic is uploaded to the corresponding directory section widget/shortcode with the client's direct link.
2. Sticky Top-of-Page Advert (Deluxe / Premium):
   • If applicable, verify that the horizontal banner is active across the target category header pages.
3. Capture Ad Screenshots:
   • Capture clean desktop screenshots of their live adverts to insert under the YOUR ONLINE ADVERTS section of their onboarding report.

Phase 3: Rapid URL Verification via WP Sheet Editor

1. Open WP Sheet Editor > Edit Business Listings.
2. In the top search box, type the client's business name.
3. Locate the entry and verify the data in your Business Listings View:
   • Post Title: Matches business branding correctly.
   • Status: Published.
   • Categories: Correct directory sections assigned.
   • View Column: Right-click the View link and copy the live URL (e.g., [https://linku2hibiscuscoast.co.nz/business_listings/](https://linku2hibiscuscoast.co.nz/business_listings/)...).
4. Open WP Sheet Editor > Edit Pages:
   • Search for the corresponding directory category pages (e.g., Property | Security) and copy their live URLs.

Phase 4: Baseline SEO & Rank Check

1. Open your rank tracker or run an incognito Google search for the client’s 3–5 agreed target phrases (e.g., Hibiscus Coast locksmiths, Hibiscus Coast security services).
2. Record initial baseline Google ranking positions (e.g., No. 1, No. 2, or Unranked).

Phase 5: Client Delivery & Onboarding Email

1. Assemble the New Client Report:
   • Open the New Client Report Template (Renewal layout adapted for new clients without historical stats).
   • Populate:
     • Your Site Page and Directory Categories (using the live URLs gathered from WP Sheet Editor).
     • Features and Donation Programme links.
     • Baseline Google Rankings table.
     • Your Online Adverts (paste current screenshot proofs).
     • General Linku2 Site Stats.
     • Our Proposed Initial 3-Month Schedule (e.g., Month 1 Page Setup/SEO, Month 2 Feature Inclusion, Month 3 Social Campaign).
2. Send Welcome Email via Fluent CRM:
   • Open Fluent CRM and dispatch the New Client Welcome Email template:
     • Link the button directly to their generated Client Report.
     • Advise that their invoice will issue under separate cover.
3. Schedule Diary Reminders:
   • Add the client to your Master Social Schedule Spreadsheet.
   • Set a diary reminder for 7 days to review client feedback and execute the 3-Monthly Schedule Procedure.

Old procedure below to delete once above confirmed

Research

Allow up to 1 hour to complete this per client

When setting up a new client or updating a client page for SEO you start with research.

• Select one main keyword you are going to focus on (you should probably have already suggested this or got input from the client)
• Open our "New or Update Client page Research Template" and complete this using Ubersuggest Keyword Visualisation.
• Expand on your keyword with Google Keyword Planner.
• Fill in the template
• Open ChatGPT
• Enter the 8 selected Keywords and get a paragraph written (8 sections approx. 150 words each)
• Add the produced content into the template
• Copy the content below the original and humanise

Testing

You then want to test your new content.

• First check your new content for false API percentage in GPT-2 Output Detector
• Update to get a minimum of 95% genuine content
• Then check for readability in Readability Score
• Update as required
• Then check for plagerism in Small SEO Tools Plagerism Checker
• Update as required

Upload and Optimise

Once you have your new content to a point where you are satisfied you can upload and optimise

• Upload your finalised article content to your online business page
• Add any images
• Preview in top left of backend business page to check how it looks on tablet and mobile views
• Go back to Ubersuggest | Labs | AI Writer and find the best meta title and description
• Add into your template you will use the description in your business short description
• Then run your title and description through the Google SERP Snippet Optimisation Tool to get the correct optimised word/character length

SEO Testing

Then go to test your page -

• Go to SEO Review Tools (green tick in chrome extensions)
• Run a full SEO Scan for the page url
• Run an SEO Content Score Checker for the page url

Then go to Google Mobile Friendly Test and check your page

Then go to Schema Mark Up Validator and again check your page

Page Indexing

Once you are satisfied go to Google Search Console and select your site in the top left

Go to URL inspection and put in the page url

Request indexing

You may need to wait 24 hours for indexing but the final thing to do is check Page Speed.

There may then be a few things to readjust!