Trello Checklist: Confirm Received Assigned Project
New Client will be assigned to you via trello. Even if not assigned to you, you will receive an email notification of new client's information.
Only if assigned via Trello, work on this client
Client Information is forwarded to your Email via Zapier (filled out by Salesman). The form is here: via Google Sheet for New MoversBoost Client's Here
Trello has a checklist, with internal links to each section that needs to be completed. Do not skip steps. Ask your project manager if you have any questions else, all is provided. @ Reply to Your project manager on Trello to confirm once he assigns to you.
Open: MoversBoost Clients Google Sites (folder)
đź“‚ https://www.dropbox.com/sh/7xu4zmyxnye5ydk/AACSMQzUeCQrLa52AaDC_gpba?dl=0
COPY: AAAA MoversBoost Clients Google Sites TEMPLATE
PASTE: Rename Folder -> **NAME OF BUSINESS**
RENAME: **NAME OF BUSINESS** all folders and files inside
-All client's media and information will be stored in their unique folder and files. It's assumed everything worked on below is renamed and/or coped and specific to this client and not main templates.
Open: (after renaming it) NAME OF BUSINESS Master Google Sheet txt reference
đź–ą Open the Google Sheet Url:
https://docs.google.com/spreadsheets/d/1aVEHJnc5gl4DYn_VAdKsGltuXQykF2DFfmw27IPAuh4
Make a Copy
Rename **NAME OF BUSINESS** Google Sites Google Sheet
Fill out completely as best as you can based on Client Intake Form Answers and your research
-Surrounding Locations (if applicable)
Research and find everything you can about client. Fill out as best as you can.
Open Google Sites NAP Master Template Here
COPY -> Rename: **NAME OF BUSINESS** NAP HTML.
Find / Replace all fields in red.
Test Code Snippet using Google Structured Data Testing tool
https://search.google.com/structured-data/testing-tool/u/0/
Important to not link to Google Sites urls, but only client's final domain. Test to ensure all working once client's website is live and loading.
Find All client's Images (Check their website/social media. Google research their business. It may also be supplied directly by client inside shared folder)
Open: Media Folder đź“‚ in dropbox -> Client Images - save Image Names: 1,2,3,4,5,6 etc to save time inside (you will rename next steps). Do same steps for videos.
**If Client does not have any images you will rename images inside 'MoversBoost Stock Photos Folder**
Open ANT Renamer: (Download here->) https://www.majorgeeks.com/mg/getmirror/ant_renamer,1.html
"Add Files" -> Add all client's images you just saved
"Actions" -> "Take names from list" Copy/Paste list from 'Keyword Phrases' Google sheet tab. "GO" green button
Client Media Folder: Should now show all renamed images for client
Login: https://callrail.com . You will create 3 Tracking Phone Numbers which Forward to Client's Direct Number
"Settings" Tab
(On the Right) Dropdown Box -> Create Company -> Input Company Name. Input (Clients) Timezone, Input Direct Phone Number
Add Users (default) -> Create Company
1) Create Tracking Numbers: I'll use it online -> On my website -> Calls Only -> Number Name = Website -> Forward Calls To (leave as Direct Phone Number) -> Tracking options -> All visitors regardless of source -> Choose Phone Number -> **Select Area Code of Client's Main Location. Can choose a random number provided by Callrail** -> Number Features -> Whisper Message (checkbox) = MoversBoost Lead -> Activate Tracking Number -> See Active Numbers
2) Create Tracking Numbers: I'll use it online -> Somewhere else -> No, somewhere else -> Number Name = Google My Business Maps -> Forward Calls To (leave as Direct Phone Number) -> Choose a Phone Number -> **Select Area Code of Client's Main Location. Can choose a random number provided by Callrail* -> Number Features -> Whisper Message (checkbox) = MoversBoost Lead -> Activate Tracking Number -> See Active Numbers
3) Create Tracking Numbers: I'll use it online -> Somewhere else -> Yes, in an ad extension -> On desktop and mobile devices -> Number Name = Google Ads -> Forward Calls To (leave as Direct Phone Number) -> Choose a Phone Number -> **Select Area Code of Client's Main Location. Can choose a random number provided by Callrail* -> Number Features -> Whisper Message (checkbox) = MoversBoost Lead -> Activate Tracking Number -> See Active Numbers
**Make sure Call Recording is Enabled**. Do not play a greeting to them. Example image
247 Template: Open and Copy
497 Template: Open and Copy
997 Template: Open and Copy
Once Created, Publish the URL and @ Your project manager on Trello the URL. Do this even if it's not done so he can see progress.
Find and Replace every placeholder. They have Asterisks ** to help find them.
Update HTML button image color background and the link to Book Now webpage using client's final domain
ALT TEXT: Use these templates to add ALT Text to every image on homepage (not including Cover photo)
4 Boxes:
Residential Moving **LOCATION**
Commercial Moving **LOCATION**
Labor Moving **LOCATION**
Furniture Movers **LOCATION**
Towards Bottom of Homepage:
Moving Companies in **LOCATION**
**LOCATION** Movers Near Me
Local **LOCATION** Movers
**LOCATION** Local Moving Company
**LOCATION** Moving Quote Estimate
Movers in **LOCATION**
Open SERVICES Webpage in Google Sites
Open Team Member MoversBoost SVG Directory ALL HTML
https://docs.google.com/document/d/1Avj8QWaHMwRp5Uc4UGL8oAqr8wTZQuLUumnaoeKW9mc/view
-Make a Copy
-Rename Document:
**NAME OF BUSINESS** MoversBoost SVG Directory
Find exact HTML color codes of client’s colors (ColorPick Eyedropper Google Chrome extension)
-Primary Color (main one) - NOT BLACK unless client has only 2 colors
-Secondary color
-Secondary color: Darker
Find/Replace all OLD colors with NEW Ones
Find/Replace **DOMAIN** with client’s new domain (without / ). Be sure the domain is correct (might be a new domain or subdomain, check trello)
Find/Replace **MAINLOCATION-STATEABBREVIATION**
If MAIN LOCATION is multiple words, i.e. San Diego, make sure it would be san-diego-ca as an example so the links work/do not break.
Replace Background Image, Replace ** ** Placeholder text
Edit Children Webpages
Residential
Commercial
Labor
One Piece
Pages, select 3 dots, properties
Replace Placeholders for Properties (url) with MAIN LOCATION and State Abbreviation.
Replace Placeholders on actual webpages: Text and Images
Change Image, Select Image -> Search -> Type in MAIN LOCATION CITY + State. Pick a quality picture
Ensure Links to More Services Children Webpages are Correct
Replace all ** Placeholder text, including link anchor text
Settings -> Analytics, Enable Analytics
Input Client's Shared Google Analytics tracking number (check if they have one inside moversboost@gmail.com)
IF they do not have a Google Analytics account, create one and copy/paste it here
G4. Make sure you are logged into Client's Google Analytics and G4 account.
Admin
Product Links ->
Search Console Links
(very the DOMAIN) not the https or www version
Double Check it's the Correct Ads Account. Very important.
Admin
Replace All Placeholder Images with client's images or "Search" and find images from client's Main City. Use different ones for each webpage
Be sure to use correct logos for each review section. If a client has reviews on a platform, get a quality, high res logo. Make sure it's cropped perfectly.
Use emphasis backgrounds to alternate each one
Use emojis for star ratings
Copy/Paste all their positive reviews on this webpage, including just positive ratings
Screenshot the "Services" webpage (once it's correctly updated with client's HTML colors and columns
Example:
Open Image: Specials Template
https://drive.google.com/file/d/1zukuh4eBgtvVrfCnhW_ZKWsu5-tKzufC/view
Copy it, and paste into Paint or Photoshop
Crop the New screenshotted Service Icons over top the old placeholders (might require slight adjustments).
Save Image name as:
**MAIN LOCATION** Movers Near Me Moving Company Specials Discounts Coupons
Upload to MoversBoost Google Drive (same name)
Share (make public). Open in New window (to receive new link)
Example:
Update Text in header
Update logo above coupons
Update new Coupon images
Update new Coupons link
Categories: IMPORTANT. Only add 1 category at a time, otherwise it could get the listing flagged/suspended. Add a category, wait, refresh, and if no longer pending add another one.
Moving Company
Delivery Service
Moving Supply Store
Piano Moving Service
Packaging supply store
Moving and storage service
(make sure ALL locations added are near the MAIN location) Add Max Towns Here. Can add all at same time, then save. Do not add locations in different states. Be sure to check.
Client's Direct Phone Number will be the Secondary Number
Use Callrail Google My Business phone number here as Primary (make sure it's correct), but always ensure what they had is added as a secondary number)
Make sure short name is created
Upload (make sure optimized/renamed versions) photos and videos
Make sure website is correct and loading
Publish It, the free auto generated version
Make sure already added. If already filled out, leave it as is. If empty, make it 7am - 9pm. Monday-Sunday (no days closed)
(Do NOT remove any text from client's current GMB description. Only add to it below existing text and use common sense to maximize character space. Add text from this document if 750/750 not used.
Be sure to replace Placeholders
(Add this list. Make sure each is added based on Category)
(Document Shows List of Products, Categories/Names, and Product Descriptions)
Make a Copy of this document and Rename based on client's **NAME OF BUSINESS**
Reply to all reviews which were not replied to using this list of review replies templates
Make a copy, Rename based on client's **NAME OF BUSINESS** and edits for client
Ask Questions (as owner) and answer them based on this list of FAQ templates
Make a copy, Rename based on client's **NAME OF BUSINESS** . Find / Replace all fields
Create Posts with relevant Images, text/content field, and link back to the webpage. Do this for all the main webpages on the website (ones attached to the Menu)
Copy/paste from this document .
Make a copy, Rename based on client's **NAME OF BUSINESS** . Find / Replace all fields
Use Option "Book". Link to the client's Quote webpage
Offer title: FREE MOVING QUOTE
Start Date: Today's Date. End Date Today + 1 Year
Start Time: 0:00 AM . End Time: 11:59 PM
-Add more details (optional) -> Offer details
Copy/paste from this document .
Coupon code: QUOTE
Link to redeem offer: Link to Client's QUOTE webpage
Terms & Conditions: Link to Client's Terms and Conditions (can be found in footer)
Add Photo: Add a Cropped Photo of Quote Webpage. RENAME Image to: **LOCATION** Moving Quote
Then Publish
Get the Post Urls for every Post You create. Covid Updates, Offers, Etc
Click / Select all Attributes EXCEPT: Black Owned, Veteran Led, Woman Led unless you are 100% sure they are Black (African American), a Veteran of the Military, and/or Female
Go to Google My Business. You'll have the section next to the business "See your profile"
You'll either see a section here for Quote Requests or Booking. If Booking
Input the full url (make sure it loads properly. If a Google Site client, be sure to include www) to the client's quote webpage such as:
https://www.bigtmovers.com/free-estimate
If Quote Request
Open Google Forms Template:
https://docs.google.com/forms/d/1C7WVQo0s-peavwSoJ4dVPGsgLeYefR7F5iNyWGVjeW0/edit
Make a Copy
Name:
**MAIN LOCATION** **STATE ABBREVIATION**: Free, Quick, Moving Quote | **NAME OF BUSINESS**
Replace Placeholders on the Google Form
Responses Tab
Create Spreadsheet
Open Zapier (sign in via gmail, moversboost@gmail.com)
Copy
Master Google Sites Template Form Leads Sheets to Email
Click on the newly created Copy:
Copy: Master Google Sites Template Form Leads Sheets to Email
Rename Zapier Title to:
**NAME OF BUSINESS** Form Leads Sheet to Email
Click on Trigger: New or Updated Spreadsheet Row in Google Sheets
Set up trigger
Spreadsheet, click on TEST | Test name of Business (Responses)
Click or Search for Client’s New Google Form, and select it
Worksheet, Select only option
Test trigger (skipped)
Test Trigger
Skip Test
Action 2. Send Outbound Email
Set up action
Replace:
CLIENTSEMAILHERE@placeholder.com with clients email
Replace
**NAME OF BUSINESS** with clients name of business
Test action (skipped)
Test & Continue
Skip Test
Turn on ZAP
Insert Google Form (lead form created in previous steps)
Replace all **PLACEHOLDER** Type content with Asterisks
Ensure proper formatting, font size
Gmail (moversboost@gmail.com)
Compose
Templates -> Save Draft as Templates -> Save as New Template
**NAME OF BUSINESS** SEO, Ads, and Hosting
Reference: (Mudanza Moving and Cleaning for correct formatting)
BODY:
Hi **PERSONS NAME**,
We updated your report here:
https://moversboost.com/REPORTLINKHERE
pw:
9150
**NAME OF BUSINESS** traffic sources and leads from Google organic, Google Maps, Google Ads.
Hundreds of ads are optimized, targeting on a town, keyword and database level (hundreds of webpages), for the most relevant traffic and leads.
The website is hosted in Google's cloud server and Amazon Content Delivery Network.
Have a great day!
Open clients Email report URL. Example:
https://moversboost.com/muscle-movers-llc-las-vegas-seo-report-private/
Open and Edit their Total Calls Callrail Google Data Studio, Example:
https://datastudio.google.com/u/0/reporting/8d501ac8-7b0e-4852-8daa-c386f83b5d8c/page/NbBnB
In Another Tab open CallRail https://app.callrail.com, and filter by Client's Business Name. Then click Export - Export All Columns
Open Exported Excel. Go to "Calls" Tab. Enable Editing
Sort & Filter, Filter
Column for "First-Time Caller". Check only True
CTRL A to select all and Copy. Then Open Client's Google Sheet Callrail Detailed Breakdown Sheet and edit. Select All and Paste New Cells over old ones
Example Google Sheet for Callrail Detailed Breakdown
https://docs.google.com/spreadsheets/d/19kwBSWcHTNz2BSM7ivuXtJKZZ0Rdet4r0ykv0mw_u70/edit#gid=0
Go Back to Data Studio -> Data Source -> "X" Connection -> Add New Data Source. Past the Google Sheet URL for Callrail Detailed Breakdown
Reconnect. Apply. Done
Add a Webpage. Hide it from Navigation. Label is "Best Moving Companies" and paste the list of Movers into this webpage:
https://docs.google.com/document/d/1MgIUVsxeqSQU2L_jVvIGUxd8VI40SF8yrMbBmTChM-A/view
This List should be updated to all paid / active WordPress Clients. This helps get SEO results. If a client cancels, update the master list, and update all Google Sites clients
1) Make sure all Callrail numbers are correct and updated on A) Website B) GMB C) Google Ads
Tables of Contents (For Internal Linking Reference Purposes)