*Follow this checklist AFTER the product has been added to the account*
Review Guard 360
⬜ Email client FAQ guide for the RG portal - HERE
⬜ Open ticket and include the following:
⬜Client’s email to receive notifications
⬜Client’s information (confirm in LD profile / what's on website)
⬜ Fill out upsell form
Gold QRE
⬜ Go to My Marketing → Marketing Package → SEO
⬜ Fill out 3 additional locations - in order of importance
⬜ Fill out 7 services - in order of importance
Old Editor?
⬜ Fill out keywords in My Marketing - Marketing Package - SEO
⬜ Send Phase One Optimization to Team Lead to send to production
⬜ Site should be live before sending ticket to Team Lead
⬜ Never close a Phase One Optimization Ticket
New Editor?
⬜ Fill out keywords in My Marketing - Marketing Package - SEO
⬜ Send Phase One Optimization to Seth to check the website
⬜ Site should be live before sending ticket to Seth
⬜ Never close a Phase One Optimization Ticket
⬜ Turn on Contacts, Cards, Newsletters in portal
⬜ Email client new editor walkthrough guide
Social Media QRE
⬜ Fill out Social Media JOTFORM - https://www.jotform.com/baystone/social-media-qre
If client has Facebook:
⬜ Have them add Facebook.com/BaystoneMedia as ADMIN to FB page
⬜ Paste Facebook profile link in the Initial Setup ticket after submitting the QRE
⬜ Put social/social in the logins for the QRE
If client does not have Facebook:
⬜ Put social/social in the logins for the QRE
⬜ Fill out upsell form
Blog QRE
⬜ Use LP Gmail to create Blogger account
⬜ If they do not have LP with us, create a Gmail account while on the phone using client’s information
⬜ Note Initial Setup ticket with DOB and cell phone number used to create the account
⬜ Include login in QRE Ticket
⬜ Update SM Profile with Blog topics (or simply “use services”)
⬜ Fill out upsell form
Listings Pro QRE (no longer need Listings Pro call)
⬜ Make sure practice name, address, phone number is the same as on the website
⬜ Fill out the LP profile - My Marketing - Marketing Package
⬜ Save LP profile - will have to scroll all the way down
⬜ Send case to Seth
⬜ Fill out upsell form
Chiropractic Patient Education
⬜ Email Client Chiro Education email with the jotform
⬜ Open ticket for Team Lead to add product and track QRE
⬜ Fill out upsell form
Call Tracking
⬜ Open ticket with desired area code and first 3 digits (will try to get as close as possible)
⬜ Assign to Team Lead
⬜ Fill out upsell form