1. Collect Logins and Account Access
- Google Analytics
- Google Tag Manager
- Google Search Console
- Hosting/FTP
- Domain
- WordPress/CMS
2. SEO Audit
- Create a copy of the SEO Audit template and save to the client folder in the Drive
- Update each item of the audit, along with the date
- After your initial audit, continue to track anything you change or add in the second column
- Confirm if Google Analytics is installed
- Tracking code?
- Conversion goals?
- Demographic tracking?
- Search Console Integration
- Confirm if Google Tag Manager is installed
- Scripts?
- Events?
- Confirm if the site has an SSL certificate installed (https:// vs http://)
- Using the Moz Bar, notate the following metrics:
- Domain Authority
- Incoming Links
- Linking Root Domains
- Using Google Search Console (if installed), notate the following metrics:
- Incoming Links
- Crawl Errors
- Mobile Usability Errors
- Manual Penalties
- Run a Google PageSpeed report for the site and notate the following metrics:
- Desktop score
- Mobile score
- Screenshots for both mobile and desktop and save to Drive folder
- Run a Market Grade report and notate the following metrics:
- Site Score
- Performance Score
- SEO Score
- Mobile Score
- Security Score
- Screenshot the report and save to Drive folder
- Run a GT Metrix report and notate the following metrics:
- Page Speed score
- Screenshot the report and save to Drive folder
- Run the SEMRush Site Audit
- Set up a project in SEMRush for the client’s domain
- Run a Site Audit for the domain
- Select the appropriate number of pages for the site (ex: 100, 500)
- Document the site health score, errors, warnings and crawlability score
3. Collect Page URLs
- Open Screaming Frog and run a report on the client website
- Select HTML and download the report
- Save a copy of the CSV to the client’s folder in the Drive
4. Creating a Google Analytics Account
Universal Analytics
- When signed into Digital Uprise GA account, create a new Analytics account.
- https://analytics.google.com/
- Fill in account name (ex: B&A Architects)
- Leave boxes checked
- Select website
- Fill in website name (ex: B&A Architects), URL (ex: ba-architects.com) and select https://, industry and time zone
- Agree to terms
- Property Settings
- Enable demographic and interest tracking
- Enable user metrics
- Data Retention
- Set to “do not automatically expire”
- Data Collection
- Turn on advertising features and remarketing
- Referral Exclusion
- Make sure own domain is excluded
- Views
- Add brand name or initials to default view name (ex: B&A All Web Site Views)
- Create Filtered and Test Views with brand name (ex: B&A Filtered, B&A Test)
- IP Filter (only in Filtered view!)
- Add New Filter
- Title “Agency IP”
- Choose Predefined
- Set fields to exclude, traffic from the IP addresses, that are equal to
- Paste IP address into IP address field
- Save and repeat for any remaining IP addresses
- Blocked Domain Filter (only in Filtered view!)
- Add New Filter
- Title “Blocked Sites 1”
- Set filter type to Custom
- Select Exclude
- Change the dropdown menu to Hostname
- Copy and paste the section of URLs from the Blocked Sites Master List into the Filter Pattern
- Save and repeat for remaining Blocked Sites
- Annotate
- Navigate to Audience Overview
- Under the timeline, click the arrow to expand the annotation box
- Click “Create new annotation”
- Notate changes made or filters added and include the date completed
- Select “Shared” and save
- Repeat each time changes are made to the account
Google Analytics 4 to come
5. Creating a Google Tag Manager Account
- When signed into Digital Uprise GTM account, create a new Tag Manager account
- https://tagmanager.google.com/
- Fill in account and container name (note: no symbols – ex: BA Architects)
- Accept terms
6. Adding Google Analytics Tracking to GTM
- Create new GTM tag
- New tag
- Title as “GA Tracking”
- Tag Type: Google Analytics: Universal Analytics
- Track Type: Page View
- Google Analytics Settings
- Add New Variable
- Title “GA Tracking ID”
- In Google Analytics, under Property > Tracking Code, copy the Tracking ID (ex: UA-156442107-1)
- Paste the Tracking ID into the Tracking ID box in GTM
- Set Triggering to All Pages
- Submit and Publish
7. Adding Google Tag Manager to Website
Option 1: Manual Code Entry
- On Google Tag Manager, navigate to the admin tab and select Install Google Tag Manager
- Following the instructions, paste the <head> and <body> copy into the WordPress header template file
- To test installation, return to your GTM account and click “Preview”
- In another tab, navigate to the client site and refresh the page. The GTM debugger pane should now appear.
Option 2: Plugin
- On WordPress, install the Google Tag Manager for WordPress plugin
- On GTM, copy the GTM ID on the top right (ex: GTM-NGGF2RL)
- In WP, navigate to the plugin’s settings page
- Paste the code into the Google Tag Manager ID field and select codeless injection
- To test installation, return to your GTM account and click “Preview”
- In another tab, navigate to the client site and refresh the page. The GTM debugger pane should now appear.
8. Creating GTM Tags for Event Tracking
- Create a new tag
- Create tags and triggers by following the Standard GTM Tags spreadsheet
- Or add any additional custom tags and triggers, depending on the site’s goals
- In the workspace, click Preview and navigate to the client site
- Refresh the page and check the tags by completing the action and seeing if the tag fires in the debugger window
- Once all tags are confirmed, return to GTM, leave preview mode and publish your container
9. Goal Tracking with GTM and GA
- In Google Analytics, under Admin > View, select Goals.
- Add a New Goal
Setting an Event based goal
- Set as a custom goal
- Give the goal a name based on the action (i.e. Phone Call Clicks) and set it as an event
- Set the Category and Action equal to the values for the event on the tag you created in Tag Manager
- Save
Setting a Destination based goal
- Set as a custom goal
- Give the goal a name based on the action (i.e. Contact Form Submission) and set it as a destination
- Set the destination as equal to the URL of your thank you page
- Save
10. Creating a Google Search Console Account
Note: requires access to the DNS
- https://search.google.com/u/2/search-console/welcome
- Paste domain into field on the “domain” tab and click continue
- Follow instructions on pop up to verify by DNS
- If in GoDaddy, select GoDaddy.com as the provider and start the verification process. It will ask you to connect to the GoDaddy account
- For other domain providers, copy the provided TXT record and paste it into the TXT record field in the DNS.
- Note: these may take up to 24 hours to take effect
- Verify URL
- Navigate back to the properties menu and “Add property”
- On the right, under “URL prefix,” paste the site’s URL (include https://)
- If you’ve already verified the domain, this should automatically verify
11. Setting Up HotJar
- Creating an account
- Log into agency HotJar account
- Click the plus sign in the top left corner and select “Add New Site”
- Enter the website URL and site type
- For Site Owner, select “New Client Organization”
- Set to “I will pay and manage this account”
- Enter client’s name and select the FREE account, unless otherwise approved via project scope
- Setting up tracking
- Open your GTM account for the client
- Create a new tag and call it “HotJar Tracking”
- Select HotJar Tracking Code as the Track Type
- In your HotJar account, navigate to the tracking code installation for the client’s website
- Copy the Site ID on the top right and paste it into the HotJar Site ID field on GTM
- Set triggering to All Pages
- Save and publish the container
- IP Blocking
- Under Settings, navigate to IP blocking
- Select the client organization
- Click “Block My Own IP” at the bottom
- Name and add any additional IP’s to the fields and Block IP
- Creating Heatmaps
- Under the Heatmaps section, click “Add New Heatmap”
- Name your heatmap (i.e. Home)
- Select the number of pageviews per heatmap – 1000 for free accounts, 2000 for paid accounts
- Under page targeting, select “a specific page” and enter the URL for the page you want to track
- Save your heatmap
- For free accounts, create two more heatmaps for key pages. On paid accounts, create heatmaps for all pages
- Enable Recording
- Under the Recording page, select “Record Visitors”
- Set the number of recordings – 100 for free accounts, 2000 for paid accounts
- Set the page targeting to “Visit any page”
- On Recording Options, select “Only click & scroll sessions” and “Only 30s+ sessions”
- Click “Start Recording”
12. Setting up Yoast SEO
- General
- Under General > Features, click the (?) next to XML sitemaps
- Click the text link “see the XML sitemap”
- Copy this link and save it
- Search Appearance
- Under Search Appearance > General, set the company name and logo
- Under Search Appearance > Content Types, make sure each content type is updated to either show or be hidden in search results based on type
- Update the SEO title and default metadata for each content type
- Under Search Appearance > Taxonomies, turn off search results for all taxonomies
- Under Search Appearance > Archives, turn off search results for all archives
- Social
- Under Social > Accounts, add links for all social media accounts
- Tools
- Create robots.txt file
- Under Tools, select File Editor
- If no robots.txt file has been created yet, click “Create robots.txt file”
- Once the code shows up on the back, click the back arrow on your browser to go back to the Yoast menu. You should now have a robots.txt file
- Update robots.txt
- User-agent: *
- Disallow: /wp-admin/
- Allow: /wp-admin/admin-ajax.php
- Sitemap: https://domain.com/sitemap_index.xml
- Create robots.txt file
13. Redirecting Old URL’s
- Using redirection template and list of URL’s crawled from original site, create list of 100 most visited pages
- Map out redirects from old URL to new URL and save as .csv
- In the Redirection plugin on your WordPress dashboard, create a new group “Redirects from Redesign”
- Upload the .csv to the new group using the Bulk Upload option
- Test redirects to verify they work
14. Indexing and Sitemap
- Submit XML Sitemap to Google
- In Google Search Console, navigate to the sitemaps menu
- Paste the sitemap URL in to the field and Submit
- Fetch and index homepage
- In Google Search Console, paste the URL of the home page into the search bar at the top
- On the next page, click “Request Indexing” of the URL
15. Resources
How to Export/Import Redirects