Uploading a new DELUXE client

To upload a new Deluxe client on site take the following steps -

Get Client Details and Set Up

First open a new folder for the client in your Google Drive CLIENTS folder

Then open their submitted form which you will have received by email. By completing this form this will have created for you -

• A new business for finalisation and publishing (inc ticking the selected Features boxes)
• Adding a new contact to the CRM database (or updating if there is a current contact)

WordPress

Then go to Businesses -

• Open the new business listing
• Check details
• Add all relevant tags in right column including "client" tag
• Tick relevant Plan Membership box
• Go to their site and complete the top Content box
• Check their URL and about/services/contact URL boxes
• Add schema
• Add address in map location box
• Add keywords, meta data, social and manual schema
• Before publishing get their logo (if they submitted) may have to get from the online form submission entry
• Create a 350 x 350 logo image in Canva
• Upload this logo image to the Featured Image
• UPDATE to PUBLISH

Check on site that the listings appear and look OK

Then go to CRM -

• Contacts (your new listing will probably be at the top unless they are already listed, if not search and open)
• Add Tags for their Sections and Features add the Renewed Client tag (this will start the client automation) (or 12 month Renewed Client tag)
• Check details are correct | UPDATE CONTACT

Sliders (Soliloquy)

• Go to Sliders – Go to your Sliders | Section side advert and add in all Section sliders the business is listed in and again remember to link and schedule for advertising dates.
• Add to sliders for Map page and relevant Features pages.
• Go to Frontend Sections and check business listings and adverts appear in the right column and are linked.

Google My Maps

• Open Linku2 Hibiscus Coast - Whangaparaoa Map
• Add client either by entering the address in the search column or by a pin drop | Add name | short description | logo
• Share | Embed and copy link
• Back in WP pages | open Map page | Enter new code for updated map in code box and ensure 100% wide and 550 high | SAVE
• In Map page then add business listing in all relevant sections below the map and link these | SAVE

Client Reporting

Then go and create their New Client Report using the template - NEW Client Reporting Template

Upload this report as NEW Media

CRM | EMAILS | Send Template email "NEW Client - Report Link Template"

In Contact CRM then add them to a list either “New Client” or “Renewed Client” – this will activate an Automation to send them 2 x general emails (before and after their mid-term reports) to remind them to use other services plus will send an automatic renewal heads up about 5-10 days or so before their renewal is due

12-month client: If they are a 12 month client remember add tag for either “New Client 12 months” or “Renewed Client 12 months”

Google Calendar

The go to your Google calendar add in 2 x tasks -

• first one for "Client name mid-term report" - 13 weeks after start date - make a repeating task
• second one for "Client name renewal due (date) - about 3 days before their actual renewal date - make a repeating task

By making them repeating if the client continues after each renewal you only need to just check the tasks are on the appropriate dates.

Xero

Go to Xero | Check if already have a contact | If not set up new | Fill in all details | Create repeating invoice and send with template email

Make sure you have added to your specific "client group" in Xero

Social Media Posts

In Hootsuite set up 2 x posts – 1 for approx. 42 days after ad start date and another approx. 120 days after ad start date OR set up first post and schedule a reminder for a second which you can do once you do your mid-term report.

(note if you want to add free listings in bulk complete the "Bulk Business Listings Upload FREE Excel Template" in Google Drive and submit to Support Office (cost $1 per listing - the whole procedure below will be completed for you)