Be prepared to be available and provide consistent communication with your Lead Science Project Coordinator (PC). Lots of information is needed for the website build and providing your Project Coordinator with quick and thorough answers will go a long way towards finishing the build quickly.
Complete the Onboarding forms as quickly as you can. The information you provide on the Onboarding Forms will assist your Project Coordinator with building out your site quickly, efficiently and accurately.
We will need access to these Google Accounts to set your new website up for success! Please be sure to provide us access to:
Google Analytics
Google Business Profile
Google Search Console
Google Ads
*Here is a helpful document to walk you through how to provide us access to each: Google Access Instructions
Come prepared with ideas for your homepage design choice from our Showcase Sites. All of our homepage designs are set up to perform well. Think about what is important to your business's success so that we can focus on those aspects to drive conversion.
Make a list of all 3rd party products that you currently utilize (Chat, accessibility, scheduling form, etc). Many of these products the business will need to work with the provider directly to receive implementation instructions. You may also need to let these services know that you are changing website providers so that they will properly function as well.
Domain Preparation: Make sure you have access to your DNS Registrar (GoDaddy, Network Solutions, etc). Also ensure that you are able to login, locate your primary domain, and have permissions to make DNS changes to domains. Depending on your comfort level, pointing a new website live can be scary. Our IT team is willing to log into your registrar and make the updates on your behalf, if you provide access.
Create a list of all lead destination email addresses (the address(es) that receive leads from any forms filled out on your website). What format does your CRM provider (if you have one) prefer (ADF, XML, Plain Text)? Think about who within your business needs to be notified on what. Once we receive that list and what format to send we can take it from there.
Come prepared with (realistic) launch dates, keeping in mind Lead Science's builds are 30-45 calendar days. Your adherence to timelines and commitments required when providing Lead Science feedback for the new website build will help keep the website build on track.
Remember to embrace change! Lead Science is not the same as your current provider, nor do we want to be. You are probably changing website providers because something was not working for you previously, or you are looking for better results. Trust in your Lead Science Project Coordinator that our best practices will lead to success.
All of the above will help prepare you to thoroughly complete our Onboarding Forms. The more thorough your Onboarding Forms are, the more efficient your Project Coordinator can be.
