New Website Launch
1. Preparation
Assign Responsibility:
Ensure the Implementation Coordinator verifies that all necessary HubSpot properties are filled, including adding the truMarket dropdown.
Client Communication:
Send an email to the client including:
Next steps for the website launch
Training session schedules
Login information for the website backend or any relevant tools
Key links for reference (e.g., HubSpot, WordPress admin, Tableau dashboard)
2. Training Sessions
Introduction to truWeb
Audience: Management and brokers (combined session)
Content:
WordPress Backend (WP Admin) Overview:
Navigation through web pages
Overview of the home page structure
Content editing using “Visual” mode
Importance of using the Preview button before publishing
Overview of the Cloning feature for duplicating pages
Blogging on WordPress:
How to create and publish a new blog post
SEO best practices for improving blog visibility
Importance of consistent blog updates to drive organic traffic
truWeb Reporting with Tableau:
Introduction to the KPI Dashboard
Explanation of key metrics:
Total Sessions
Total Users
Total Page Views
Breakdown of traffic sources (e.g., Organic Search, Direct, Referral, Paid Search)
How to use the heat map to identify traffic patterns
Identifying the most visited pages to inform content strategies
3. Follow-Up
Schedule follow-up sessions based on client needs or questions.
Provide additional resources (e.g., guides, video tutorials) based on client feedback.