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Client Onboarding

Table of Contents

Social Media Setup

Instagram

  • How to Connect Instagram https://youtu.be/OTBCRJYTal4 
  • Connecting Instagram
  • Much of Instagram is managed via Facebook Business Manager.
  • We need the Instagram login credentials to add the account to Business Manager in order to run ads or assist with page maintenance.  View video for how to accomplish.
  • The client can also link the accounts in FB themselves if they prefer not to share access with us.
  • We do not setup / manage Instagram pages for all clients – however, if we are doing a social media campaign it may be worthwhile to connect the client’s FB/IG pages to expand our reach, depending on the type of campaign we are running.

LinkedIn

Facebook

  • Optimizing a Facebook page
    • Cover Photo
    • Image should be 851px by 315px
    • Default Photo (aka “profile photo”)
    • For firms with multiple attorneys, use the firm’s logo. For solo attorneys, use either the logo or a headshot.
  • Category Optimization
    • Select most relevant category for the firm’s practice
    • Address / Office Location(s)
    • Enter address exactly as it appears on the website
  • Business hours
    • Copy from GMB. If none are listed, use standard 9am-5pm hours for M-F, and closed on Saturday & Sunday
  • Website URL
    • Phone Number
    • Use the firm’s destination number (found in CRM or Callrail).
  • Email Address
    • Only add if the firm has a generic email address listed in CRM – do not add attorney emails here).
    • About:
    • Include a short description about the firm here. You can use the meta-description from the home page of the website if necessary.
  • Additional Information:
    • Include a summary about the firm’s practice here. You can use copy from their existing website or other social/local profiles to fill this space.

BrightLocal – Local SEO

  • ‌Https://brightlocal.com
    • First need to get access to Google Business Profile
    • Set up office location(s)
    • Run audit and upload to CRM 
    • Part 1 Client and Location https://youtu.be/Uk2vETRyOk8
  • Click CITATION BUILDER in Menu
  • Choose the location and click START CAMPAIGN
  • Choose 100 citations
  • Enable Data Aggregator
  • Enable duplicate listings
  • Confirm & Continue, then Verify ALL information about the office is accurate (use the Cal Bar website for phone number
  • Fill in all fields
  • CONFIRM & PAY (CREDITS) and that should start the campaign.

Domain / DNS

CallRail

Adding a New Company

Google Tag Manager (GTM)

Google My Business

  • Google Business Page (GMB) Link
  • Firm name: Ensure that the firm name is 100% matching what is listed on the website
  • Address: If the address on the listing is wrong, change it to match what is on the website and then follow the prompts from Google to then verify the address by mail. If the address is correct but displaying differently than on the website, please note that in the task and we will determine whether or not it makes sense to revise the address and go through the verification process again.
  • Phone: Ensure that the phone number being used is the same as on the website. If it is not, please ADD the correct number and add a note to the task stating that there was a mismatch with the phone number.
  • Upload a copy of the firm’s logo.
    • In some cases the firm’s logo may be a rectangle, and Google requires the logo be square (250px X 250px at a minimum). In these instances:
    • If the firm has an icon or symbol of some sort in their logo, use this as the GMB logo and crop out the text
    • OR, you can use paint or another photo editing tool to try and move around the lines of text on the logo to make it more square (i.e., taking multiple words on one long line of text and then stacking them on top of each other to make several, short lines of text)
    • OR, you can email a designer for assistance revising the logo.
    • Upload additional photos
    • Look at the website and find pictures of the attorneys, firm, office, etc that you can use to add to the GMB profile
  • Set the category for the business
    • Choose the Business category that fits the firm the best. There are not always relevant categories for every type of law firm, so please use your discretion to find something relevant to the firm’s primary or secondary practice area. If there are still no good options, use a generic category such as “Law Firm”
  • Add additional business details
  • Business Hours: These are typically going to be Open from 9am to 5pm, Monday – Friday, and closed Saturday – Sunday.
  • Website: Add the firm’s website URL
  • Appointment Links: If the client has a scheduling feature on their website, add a URL that leads to this page. If none exists, add a link for the Contact page of the firm’s site.
  • Services: Add the practice areas here as noted on the firm’s website
  • About: At the bottom of the Info section within GMB, there is a section to add a description of the business. Use your discretion to pull a relevant snippet of text from the firm’s website – typically the About page or the Home page are good places to look for this type of content. You can also check the firm’s other profiles such as Yelp, Facebook or FindLaw and reuse that description (but please ensure that it is up to date)
  • For any other questions, here is a great resource to refer to: https://www.searchenginejournal.com/local-seo/optimize-google-my-business/#close

Google Analytics

  • ‌Ask client to add [email protected] as a full-privilege admin.
  • If no account, then in the [email protected] account, login to analytics.google.com and add the account, make sure to add both GA4 as well as Google Universal Analytics options
  • Google Analytics Link: https://analytics.google.com 
  • GTM and GA Setup Video

Google Search Console

  • Updated On: September 12, 2022

Quick Links

If a client requests our W9 or Tax ID (EIN/FEIN) please provide them this link: https://hubs.ly/Q01Bgbcn0 

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