ONBOARDING
Onboarding tasks focus on addressing the essential initial steps of your client’s local SEO campaign, ensuring that key elements like conversion tracking and basic onsite technical setup are in place, providing a solid foundation for ongoing optimization.
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LOCAL SEO
Local SEO centers around Google My Business, which serves as a key offsite conversion point and a powerful asset for boosting local SEO efforts. It can help drive traffic to the website or function independently. The following tasks should be regularly reviewed and used to enhance local visibility.
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| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
HTML Sitemap |
TECHNICAL |
EASY |
SETUP |
ONCE |
||
|
Setup Google Analytics |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
Setup Google Search Console |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
Robots.txt Optimization |
TECHNICAL |
HARD |
SETUP |
ONCE |
||
|
Click to Call Setup Onpage |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
XML Sitemap Submitted |
TECHNICAL |
EASY |
SETUP |
ONCE |
||
|
Conversion Tracking (Goal Setup in GA) per goal |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
Audit Schema & Setup |
TECHNICAL |
HARD |
SETUP |
ONCE |
||
|
Reporting System Setup |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
NAP – Home, Contact, About |
TECHNICAL |
EASY |
SETUP |
ONCE |
– |
|
|
Technical Audit (Full Site) |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
Site Speed Evaluation |
TECHNICAL |
EASY |
SETUP |
ONCE |
||
|
Keyword Research |
Technical |
MODERATE |
SETUP |
QUARTERLY |
||
|
Install RankMath Plugin |
TECHNICAL |
EASY |
SETUP |
ONCE |
||
|
Include Google Map on Contact Page or Footer |
ONPAGE |
MODERATE |
SETUP |
ONCE |
– |
– |
| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
Citation Submission, Optimization & Clean (Bright Local) |
LOCAL |
MODERATE |
MEDIUM |
MONTHLY |
||
|
Google My Business Optimization |
LOCAL |
MODERATE |
MEDIUM |
MONTHLY |
||
|
Google Post Add + Optimization (1 Post per week) |
LOCAL |
EASY |
LOW |
MONTHLY |
||
|
Hyper Local Citations |
LOCAL |
MODERATE |
MEDIUM |
MONTHLY |
||
|
GMB Post Calendar |
LOCAL |
EASY |
LOW |
MONTHLY |
||
|
Local Keyword Matrix |
LOCAL |
MODERATE |
MEDIUM |
QUARTERLY |
||
|
Add Google Map to Page |
LOCAL |
MODERATE
|
MEDIUM
|
ONCE |
— |
|
|
Claim your Google My Business Listing |
LOCAL
|
EASY
|
SETUP |
ONCE
|
||
|
Claim Your Yelp Listing |
LOCAL
|
EASY
|
SETUP
|
ONCE
|
||
|
Claim your Bing Places for Business Listing |
LOCAL |
EASY |
SETUP |
ONCE |
||
|
Reply to Reviews |
Reply to Reviews |
EASY
|
HIGH
|
MONTHLY |
TECHNICAL SEO
Technical SEO involves establishing a strong foundation with keyword strategy, then enhancing it through schema markup and asset optimization, all of which help search engine crawlers better understand and index the site.
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| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
Review Schema (per page) |
TECHNICAL |
HARD
|
HIGH
|
ONCE |
||
|
Video Schema (per video) |
TECHNICAL
|
HARD |
HIGH |
ONCE
|
||
|
All title tags contain target keyword(s) |
TECHNICAL |
EASY |
SETUP
|
ANNUALLY
|
||
|
All title tags are unique (no duplicates) |
TECHNICAL |
MODERATE |
SETUP |
ONCE |
||
|
All title tags have less than 65 characters |
TECHNICAL |
EASY |
SETUP |
ANNUALLY |
||
|
All description tags include target keyword(s) |
TECHNICAL |
EASY |
SETUP |
ANNUALLY
|
||
|
All description tags are unique (no duplicates) |
TECHNICAL |
MODERATE |
SETUP
|
ONCE |
||
|
All description tags have less than 155 characters |
TECHNICAL
|
EASY
|
SETUP |
ANNUALLY |
||
|
GSC Audit |
TECHNICAL |
MODERATE |
SETUP
|
MONTHLY
|
||
|
GA Audit |
TECHNICAL |
MODERATE |
SETUP |
MONTHLY |
||
|
Backlink Audit |
TECHNICAL |
MODERATE |
SETUP |
MONTHLY |
||
|
H Tag Optimization (per page) |
TECHNICAL |
MODERATE |
MEDIUM |
ONCE |
||
|
Alt Tag Optimization (per image) |
TECHNICAL |
MODERATE |
MEDIUM |
ONCE |
||
|
404s / Error Fix |
TECHNICAL |
MODERATE |
HIGH |
MONTHLY |
||
|
Advanced Schema Markup (per page) |
TECHNICAL |
HARD |
HIGH
|
ONCE |
||
|
Keyword Cannibalization Audit |
TECHNICAL
|
MODERATE |
MEDIUM |
QUARTERLY |
||
|
Check for https |
TECHNICAL |
EASY |
HIGH |
ONCE |
||
|
Check for non-www vs www – 1 version |
TECHNICAL |
MODERATE |
HIGH |
ONCE |
||
|
Broken Links Audit |
TECHNICAL |
EASY |
MEDIUM |
MONTHLY |
||
|
Review site architecure for concise URLs |
TECHNICAL |
MODERATE |
MEDIUM |
ANNUALLY |
||
|
Check that URLs have redirects to / or the canonical is set to /
|
TECHNICAL |
MODERATE |
MEDIUM |
QUARTERLY |
||
|
Check Redirect Chains |
TECHNICAL |
MODERATE |
HIGH |
QUARTERLY |
||
|
Check for coverage issues in Google Search Console |
TECHNICAL |
EASY |
HIGH |
MONTHLY |
||
|
ContentCheck for manual penalties in Google Search Console |
TECHNICAL |
EASY |
HIGH |
MONTHLY |
||
|
Local Business Markup |
TECHNICAL |
HARD |
HIGH |
ONCE |
||
|
Build backlinks to relevant pages |
TECHNICAL |
MODERATE |
HIGH |
MONTHLY |
— |
|
|
Disavow Spammy Backlinks |
TECHNICAL |
MODERATE |
HIGH |
MONTHLY |
||
CONVERSION RATE OPTIMIZATION
Conversion Rate Optimization is an ongoing audit, test, and measurement strategy that is in place to ensure more users make their way deeper in the funnel to convert.
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| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
Exit Popup CTA |
TECHNICAL |
MODERATE |
MEDIUM |
ONCE |
||
|
Add/Optimize CTAs |
ONPAGE |
MODERATE |
MEDIUM |
MONTHLY |
_ |
|
|
Mobile Friendliness Check & Fix |
TECHNICAL |
MODERATE |
HIGH |
QUARTERLY |
||
|
Internal links |
ONPAGE |
EASY |
MEDIUM |
MONTHLY |
_ |
|
|
Create 404 Page |
TECHNICAL |
MODERATE |
HIGH |
ONCE |
_ |
|
|
Analyze heatmap or behavior flow for page engagement |
TECHNICAL |
MODERATE |
MEDIUM |
MONTHLY |
||
|
A/B test page triggers |
ONPAGE |
MODERATE |
MEDIUM |
MONTHLY |
||
|
Conversion-oriented assets (trust signals, social proof, case studies) |
ONPAGE |
MODERATE |
HIGH |
QUARTERLY |
_ |
_ |
|
Testimonials (video or Google/FB/Yelp Reviews) |
ONPAGE |
MODERATE |
HIGH |
ONCE |
_ |
_ |
CONTENT
Content plays a crucial role in both ranking a page and engaging its audience. The following best practices and audit tasks will help ensure you’re creating purposeful, high-quality content.
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| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
Content Audit |
CONTENT |
MODERATE |
HIGH |
QUARTERLY |
||
|
Authoritative Content Strategy w/ Local Topics |
CONTENT |
MODERATE |
MEDIUM |
MONTHLY |
_ |
|
|
Content Calendar |
CONTENT |
MODERATE |
MEDIUM |
MONTHLY |
B9 SOLUTION Content Planning |
|
|
Supportive Keyword Research
|
CONTENT |
EASY |
MEDIUM |
QUARTERLY |
||
|
Long Form Content Optimization (1500-2000 Words) |
CONTENT |
EXPERT |
MEDIUM |
MONTHLY |
||
|
Blog Creation (1000 words) |
CONTENT |
EXPERT |
MEDIUM |
MONTHLY |
||
|
Check for Duplicate Content |
CONTENT |
MODERATE |
MEDIUM |
QUARTERLY |
||
|
Create Pillar Content |
CONTENT |
EXPERT |
MEDIUM |
MONTHLY |
_ |
|
|
Create Supportive (cluster) Content |
CONTENT |
EXPERT
|
MEDIUM
|
MONTHLY |
_ |
|
|
Content Formatting (per page) |
CONTENT
|
EASY |
MEDIUM |
ONCE |
||
|
Check content optimization score (per page)
|
Content |
EASY |
MEDIUM |
ONCE |
||
|
Content Reading Level – Basic vs Intermediate vs Advanced |
CONTENT |
EASY |
MEDIUM |
ONCE |
_ |
|
|
Keyword in 1st 100 Words (per page) |
CONTENT |
EASY |
MEDIUM |
ONCE |
_ |
|
|
LSI |
CONTENT
|
MODERATE |
MEDIUM |
ONCE |
_ |
|
|
Create Local City Pages |
Content |
MODERATE |
HIGH |
MONTHLY |
_ |
ONPAGE (MONTHLY)
On-page optimization is key to boosting engagement on individual pages, enhancing user experience (UX), and supporting the conversion funnel. Furthermore, many of these tasks help the site attract a larger audience by aligning with Google’s best practices for content.
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| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
Link Placement & Copy Audit (per page) |
ONPAGE |
MODERATE |
MEDIUM |
ONCE |
||
|
Internal Linking Audit (per page)
|
ONPAGE |
EASY |
MEDIUM |
ONCE |
||
|
Great Onpage Structure (per page) |
ONPAGE |
MODERATE |
MEDIUM |
ONCE |
_ |
|
|
Product Page Optimization (per page) |
ONPAGE |
MODERATE |
MEDIUM |
ONCE |
_ |
|
|
Check for About, Contact, Privacy Policy and TOS Pages
|
ONPAGE |
EASY |
MEDIUM |
ONCE |
_ |
|
|
Use Video (per page) |
ONPAGE |
MODERATE |
MEDIUM |
ONCE |
_ |
|
|
Have the target keyword in URL, Title (at the beginning) and Heading |
beginning) and Heading
ONPAGE |
EASY |
MEDIUM |
ONCE |
||
|
Use Focus Keyword in 1st Paragraph |
ONPAGE |
EASY
|
MEDIUM |
ONCE |
||
|
Use a Single H1 on Each Page |
ONPAGE |
EASY
|
HIGH |
ONCE |
_ |
|
|
Outbound links on each page |
ONPAGE |
EASY |
MEDIUM |
ONCE |
HOSTING
A fast, high-performing website that adheres to the latest best practices is crucial for improving both search rankings and conversion rates, as well as providing a smooth and enjoyable experience for users. Some tasks on this list can be easily handled within WordPress, while others may require more technical expertise. However, all of them help lay the groundwork for ensuring your site is optimized for both your customers and Google.
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| NAME OF TASK | BUCKET | DIFFICULTY | PRIORITY | FREQUENCY | HELPFUL TOOLS | TRAINING |
|---|---|---|---|---|---|---|
|
Use a Top-Performing Web Host |
TECHNICAL |
EASY |
HIGH |
ONCE |
||
|
Check the location is close to your service area |
TECHNICAL |
EASY |
MEDIUM |
ONCE |
||
|
Use a CDN |
TECHNICAL |
MODERATE |
MEDIUM |
ONCE |
||
|
Check and Use GZIP Compression |
TECHNICAL
|
EASY
|
MEDIUM
|
ONCE |
||
|
Check for HTTP/2 |
TECHNICAL |
EASY |
MEDIUM |
ONCE |
||
|
Use a Caching Solution |
TECHNICAL |
MODERATE |
HIGH |
MONTHLY |
||
|
Minify JS/CSS Files |
TECHNICAL
|
MODERATE |
HIGH |
MONTHLY |
||
|
Serve Scaled Images |
TECHNICAL
|
MODERATE
|
HIGH
|
MONTHLY
|
||
|
Compress and Optimize Images
|
TECHNICAL |
MODERATE |
HIGH |
MONTHLY |
||
|
Lazy Load Images & Iframes |
TECHNICAL |
MODERATE |
MEDIUM |
MONTHLY |
||
|
Youtube embeds |
TECHNICAL |
medium |
HARD |
MONTHLY |
||
|
Update Core/Theme/Plugins |
TECHNICAL |
EASY |
MEDIUM |
MONTHLY |
||
|
Backups |
TECHNICAL |
MODERATE |
MEDIUM |
MONTHLY |
||
|
Web files Sercurity Scanning |
TECHNICAL |
MODERATE |
HIGH |
MONTHLY |
