What you need:
- Marketing Analysis (MA)
- Account Sheet
- Access to CRM
Fill out “Organization” tab of Account sheet using info from MA.
Go down the list of items in the on “Data Entry” Tab of Account Sheet. Starting With Location.
As you go through entering the client’s contact information keep in mind that these sections will show up on the site so Spacing and formatting are important. We want to put dashes in phone numbers and double check that all information is correct.
Make sure “Instant Connect*” and “Active*” boxes are checked
And when adding social media links in this section be sure that “http://” is how all url’s begin. (if this is not included the social media site will not pull up when clicked)
When finished, be sure to hit the “Save” button
Target Areas, Notifications, & Users:
Target Areas can be found on the MA. target areas should have correlating numbers of importance and do not need to include the state (for example: “Winston Salem” -not- “Winston Salem, NC”
For the Notifications section, the best phone number and emails to reach the client by should be added in this section
The User’s section is the easiest! Just make sure the “User” is correct and that all contact information is up to date.
Social Media, Theme, and Business Type:
These can all be found under settings. Again, be sure that all social media url’s begin with “http://”
The trickiest part about adding staff is making sure all photos are the same size. If images are not the exact same pixel dimensions they will not line up correctly on the Instructor's page.
Also copy and paste instructor bios in the HTML section to avoid any formatting issues
Send logos to Julian so he can size them correctly, and then upload the png into the CRM
Schedule, Testimonials, Blog:
Add class names, dates and times to the schedule.
Blogs & Testimonials should also be copied and pasted into HTML section to avoid formatting issues.
MX Records & Godaddy Who Is:
Copy and paste URL into both search engines