Renewal Client Procedure

Allow approx. 1 hour to complete this per client

• Open and use this CLIENT RENEWAL CHECKLIST to mark off renewal action steps below;
• Use this OVERALL SITE STAT REPORT to complete general site stats. Particularly useful if you are doing a group of renewals at the same time.

Do DAY renewal due when you get your task reminder

• When you see your task reminder in your daily emails first
• Open the task and move to Linku2 Pending in "Things to Do" Board
• Then, go to Contact in CRM | Change dates for advertising start, end, mid-term and renewal month
• Add "Renewed client" automation (or "Renewed client 12 month")

Once you are ready to proceed with the renewal

• Open the task which should have a copy of the previous renewal report
• Open this previous Renewal Report and rename as a copy IMMEDIATELY to use
• Open Google Analytics and Search Console and put in reporting dates
• Get all overall stats and put somewhere for use with all reports with same dates
• Remember to take a snapdump of the all site Search stat screen to put in the report
• Note any stats you may be using for others aside so you don't have to look up every time
• In Analytics go to Reports | Pages and Screens 
• Work through each link in the Client Renewal Report and add stats
• Go to the client Board where you should have links and info for classifieds, blog posts, social posts and anything else done over the year
• Add these all in the report
• In Analytics go to Explore | External Link Clicks - add dates and export to search on the export (keep the export open if doing other reports and when finished save in Stat folder)
• In Search Console get stats for "pages containing: section/" and any other relevant, eg if a page is particularly popular - use this if of value to stat reporting
• Check status of Google keyword rankings from the Report links
• Once completed Report save as pdf
• Upload pdf Report to Media and copy the url link
• Open client in CRM | Emails | Send Email | Use Template - CLIENT - Renewal Report Link Template - add link and any other changes | Send 
• Go to client Board | Clone their renewal task and add a copy of both the word and pdf latest report
• Remove old report copy
• Change name from Clone, dates for next renewal and save in upcoming
• Make sure there is also a task with report copy for the mid-term report
• Do 3-4 tasks for social, blog, classifieds
• If you can go and schedule eg classifieds and anything else
• Go to Classifieds create generic classified half way between two social posts dates
• Go to task and change date so you get a new reminder to 3-4 days ahead to invoice, make comment but keep in Things to Do board

3-4 days after Report sent

• Go to Xero | should be a draft invoice | check and send
• Go to their task in "Things to Do" Board, put in notes but leave in Things to Do Board and change date so you get a new reminder to 5-6 days ahead to send social/classifieds schedule

5-6 days after invoice sent

• Make sure all classifieds, social, blog posts etc scheduled
• Send Contact email with "CLIENT - Reporting promotion dates for current term"
• Then move task back into their client Board in Completed

If the client comes back and doesn’t want to renew switch to your “Closing Client Procedure”