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
• Open a document to add links, info, etc
• Gather web link required – either website, Facebook page or can be a specific page within a website (eg if want a link only to a school holiday programme page or maybe membership details page)
• Get their logo, etc
• Go to Contact CRM | Contacts check to see if there is already a Contact if not set up a new contact, add in all fields in full
• Add tags to Contact for the plan type and section and add in advertising dates
• Open and save with client name a "New Client Research Template" and complete
• Open and save with client name a "
• If the client hasn't been very specific about their requirements you can send them the following before proceeding - "New Client Proposal Template"

Set Up Canva Images

Go to Canva - set up -

• 350 x 350 px logo image (this goes in Featured image in right column in the business)
• A side advert 600 x 314 px – this is also used for the social tag images

Go to WP Engine

In WP Engine go to -

Businesses and first check to see if there is a listing (should be) - use this. If there isn’t one set up NEW. Fill in all fields including meta information and social tags - Tick Deluxe box for the Membership Plan

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.

Go to Frontend Sections and check business listings and adverts appear in the right column and are linked.

Add to sliders for Map page and relevant Features pages.

Google My Maps

Go to 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

Report to client

Once you've completed all the above steps open a NEW Client Reporting Template.

First SAVE it with client name to your client folder. Then complete this and as you do so you are manually checking all the above links and search stats (you'll be able to copy the links etc for your later reporting too).

Save as a pdf and upload your report to the site media library.

Go back to Contact CRM | Email this client with NEW CLIENT – Initial Report – DELUXE 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.