Use the pre-written instructions below in your email to help guide the customer through the onboarding process.

• Creative Assets: Use this URL (insert URL to client folder) to securely upload files to our shared drive.
  • Photos: (Attorney headshots, office photos, anything else you may want to see on the website
  • Logo files: Source files are always ideal (.AI, .SVG, .EPS, .PSD) but any standard file format is OK if they are high resolution (.png, .jpg)
  • Videos: Any videos you’d like on the site that are not already uploaded to a video-hosting site such as Youtube can be uploaded to the shared folder.
• Website Files:
  • If client is coming from FindLaw: This is something you can request from FindLaw (they call it an “EUI”). It will be a .zip file that includes the exported content & media library (sans stock images) from the website.  It may take them a day or two to get it back to you, but once you have it feel free to upload to the shared drive. This file saves us a lot of time and helps us invest a bit more resources into strategy & design aspects of building the website.
  • If Client has full access to their existing WordPress site: We will need access to your current WordPress website so we can create an export file of your website content. Please login to the WP admin dashboard and add [email protected] as a user, or feel free to send us the credentials of an existing user and we will login and create the export file.
• Social Media / Local:
  • Facebook: We have sent a request for access to your business page. To approve, have the page owner click the following link to be taken directly to the request. Please approve and grant Full Access so that we are able to setup necessary integrations and grant our team access to the page via our business manager.
    • https://business.facebook.com/settings/requests/received_requests?business_id=insert-client-business-ID-here
  • LinkedIn: We have sent a request for access to the firm’s company LinkedIn page. Please have the page admin follow the following steps to approve the request:
    • 1. Have an admin for the company page login
    • 2. Click the “Me” icon at the top of your LinkedIn homepage.
    • 3. Below “Manage”, select your company page.
    • 4. Click the “Admin tools” dropdown at the top of the page and select “Page admins”.
    • 5. To approve our admin request, select “Pending Admin Requests” tab from the left rail. Click “Grant access,” then “Save changes”.
    • Please be sure to grant us Super Admin access so we can manage integrations and more effectively optimize the page.
  • Google My Business:
    • Option 1: Accept our access request
      • Our access request was sent to a page owner with the following email address: Insert obfuscated page owner email address
      • To approve the request, the owner will need to approve the request by following the prompts in the email sent to them by Google. Ideally, this would be completed within 3 days from today.
    • Option 2: Send us an access request
      • If for any reason the page owner is unable to locate the email from Google, you may also send us an access request
        • Have the page owner sign into the firm’s Google Business Profile: https://business.google.com/
        • In the menu on the left, click Users.
        • At the top right, click Invite new users
        • Enter the following email address: [email protected]
        • Select the “Owner” role
        • Click Invite
• Analytics Access
  • Google Analytics (not available for most FindLaw clients)
    • Sign in to Google Analytics.
    • From the top menu, select the view for your website.
    • Then, select “”Admin”” from the left-column menu (at the bottom)
    • There will be three columns here, one for the account, property and view. In the column for “”Account”” (the first column), click Access Management.
    • In the Account permissions list, click +, then click Add users.
    • Add the following email: [email protected]
    • Select “”Notify new users by email”” to send a message to the user.
    • Select “”Administrator”” permissions and click the “”Add”” button to send the invite.
  • Google Tag Manager (not available for FindLaw clients)
    • Log into Tag Manager
    • Click “”Admin”” in the menu towards the top
    • In the “”Account”” column, select User Management. Click “”Add””
    • Select Add new users, then add the following email address: [email protected]
    • Select “”Administrator”” access level
    • Click Invite.

• Domain Access:
  • It appears that the domain name (client domain name) is currently with (domain host). Please choose one of the following options to help us gain access to the account so we can launch the site after obtaining your approval:
    • If you’d like us to handle the process entirely, provide the following info below
      • Account Email / Username / ID
      • Account Password
    • If you want to grant us access, our information is below
      • Insert BDV account info here for the respective domain host.
    • If your business works with an IT / Tech services company
      • Please send us their name, email and phone number so we may contact them on your behalf.