SEO Setup

Client Fact Sheet

  • Create client fact sheet
  • Document company info
  • Document contact info
  • Document services
  • Document service area
  • Document client brand voice

SEO Plan

  • Create SEO plan
  • Plan service pages
  • Plan service + location pages
  • Plan blog article pages
  • Create backlink list

Analytics Setup

  • Configure Google Analytics
  • Configure Google Search Console
  • Add client users

CallRail Setup

  • Set up CallRail
  • Configure website pool & integration
  • Enable external form tracking
  • Configure GBP phone & integration
  • Integrate CallRail with Google Analytics
  • Set key events for calls and forms

SEMrush Project Setup

  • Set up SEMrush SEO project
  • Set up and run Site Health report
  • Share technical SEO needs with website technician
  • Set up and run Position Tracking
  • Select competitors after complete
  • Connect Google Search Console
  • Connect Google Analytics

SEMrush Local Setup

  • Set up SEMrush Local
  • Set up GBP AI Agent
  • Set up keyword list, posting schedule, and review replies
  • Upload photos
  • Set up SEMrush Map Rank Tracker

AgencyAnalytics Setup

  • Create AgencyAnalytics dashboard
  • Copy all SEO dashboard templates
  • Connect all client accounts
  • Verify accuracy of data
  • Add client users

Surfer Setup

  • Set up Surfer
  • Connect client GSC
  • Create client content folder
  • Create initial content pieces

BrightLocal Citation Setup

  • Create new BrightLocal local citation campaign
  • Input all client data
  • Configure citation selections
  • Order and hand off to account management

GBP Optimization

  • Optimize Google Business Profile
  • Set logo
  • Clean up business name
  • Check NAP match with website
  • Update description
  • Update category
  • Update services with descriptions
  • Update products with descriptions and images
  • Update service area
  • Update social links

Rank Math & Website SEO Setup

  • Configure Rank Math
  • Configure sitemap
  • Configure robots.txt
  • Configure local schema
  • Configure website schema
  • Configure Rank Math local SEO settings

Technical SEO Audit & Hitlist

  • Complete technical SEO audit
  • Create technical SEO hitlist
  • Share technical SEO needs with website technician