getting started showcase solution setup checklist...so its authentic to you and invest in some great...

16
Getting started Showcase solution Setup checklist 1. COPYRIGHT © FIRST DEGREE @ LTD

Upload: others

Post on 14-Oct-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Getting started

Showcase solutionSetup checklist

1. COPYRIGHT © FIRST DEGREE @ LTD

Page 2: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Now that your new website has been setup, its time to start adding your content and customise it to suit your business needs. We have put together this document to help guide you through the necessary steps to launch your new website.

The website is built in a way which will help showcase your coaching business with a wow factor, help your customers navigate your services effortlessly and get to the information they want quickly.

This document is editable and you can check each item as your go to keep track of your progress.

You’re nearly there...

AboutHow to use this document...

2.

“People do not decide to become extraordinary. They decide to accomplish

extraordinary things”Edmund Hilary

Let’s get started...

Page 3: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

1. Setup page 4

2. Homepage content page 5

3. Page specfic content page 7

4. Contact us page 9

5. Legal page 11

6. Pre-Launch & Launch page 13

Click on a chapter to jump ahead...

Contents Here’s what we will cover...

3.

Page 4: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Setup3 key steps before you begin

Open Wordpress training video

Our team has produced a wordpress training series video to help guide you

through how to make edits to your website. Ope up the training series videos so

you can use it whilst navigating through this checklist.

Check me as you complete each task.

Setup your pages & perma links

To display your key services, you need to setup pages to display this information.

Your website is setup with template pages for you to use. Publish the amount

of pages you need & change the page names & perma links to then setup your

navigation menus - CLICK HERE

Edit your navigation menu’s & sub menus

The navigation menus & sub-menus allow your customers to navigate your

website & get to the content they need quickly. Head over to Appeaance in the

side bar in your conent management system and select menus. Here you can

re-name and drag and drop the menu items.

4

Under the video you can navigate to the

correct chapter using the bookmarks.

Page 5: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Add your homepage layer sliders

Your home page layer sliders should shout about your key services & entice your

customers to navigate to this information as quickly as possible. View the folder

Layer Sliders in the Coaches Toolbox or view the videos by - CLICKING HERE

Home page contentIts time to setup your home page

Add your key services or products

The first section on your home page below your layer sliders is for addiing your

key coaching services or products.. We recommend that these are your general

services rather than specific services as you can display this information within

a specific page. Make sure you add a feature image, a hover image and a short

description. View the tutorial on how to to do this by CLICKING HERE

Add your key services modal information

Below your short description, you will see a ‘Read more’ link. You can add

further information within a modal. Using modals is a great way of limiting

text information on your pages and giving customers the choice to read more

information. You can edit the read more modal information within the specific

lesson type product. View the tutorial by CLICKING HERE

Add your coaching team

Your home page allows you to showcase you or your coaching team with a bio

image and a read more drop down. You can display further information including

an image, contact information and a biography. View the tutorial on how to do

this by - CLICKING HERE

Edit your facility descriptions

Your home page features a map tailored by our team specific to your coaching

venue. This will help your customers navigate the facilities you offer & find out

more information about these. Add your descriptions and the information to

include in the facility specific modals. View the tutorial on how to do this by -

CLICKING HERE

Add your FAQ’s

Your home page allows you to showcase common questions that customers

may have about you and your coaching services. You can display the most

important or generic ones on your home page. View the tutorial on how to do

this by - CLICKING HERE

Add your testimonials

Your home page allows you to showcase the great things your customers say

about you by using the testimonials section. You can display the best ones on

your home page. View the tutorial on how to do this by - CLICKING HERE

Edit your linksYou have the ability to link your products or services to specific pages through

call to action buttons, for example to your booking system, store or a contact

us page. Make sure you link these call to actions to the correct pages as you

go through and edit your content - View the tutorial on how to do this by -

CLICKING HERE

5.

Page 6: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

Adding a hover image is a great way of elevating the look and feel of your website. You can use our Feature Image Bank available within the Training & Support Package to add a featured image when setting up your lesson types.

Page 7: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Page specific contentAdd your content to your product specific pages...

Add your page specific layer sliders

You now need to add your page specific layer sliders. You can use layer sliders

from other pages or create sliders for each page. We recommend having one

slider for each specfic page & rotating them regularly.

Add your page specific services or products

You can now add the products or services that are specific for each page. This is

the same process as you went through to add home page products but now you

need to select the appropriate category from the lesson type category page. View

a tutorial on how to apply lesson types to specific pages by - CLICKING HERE

Add your key services modal information

Simlar to your home page setup, make sure you add your read more information

relating to each of your specific lesson products or services. Within this modal

you may want to dsiplay specifc prices or features of the service your are

promoting.

Display relevant coaches

If you are a single coach, then you will want your bio information on every page,

however, if you are displaying multiple coaches on your website, you may only

want to display certain coaches on certain pages. View the tutorial on how to

assign coaches to specific pages by - CLICKING HERE

Add your page specific FAQ’s

You can setup and show specific questions your customers may have relating

to the page they are viewing and this is a useful way of improving the customer

experience and improve effeciency.

Add your testimonials

You can also setup and show testimonials from customers relating to specific

pages. This is a useful way of conveying success stories about specific coaching

products or services.

Edit your links

Make sure any links you have on your page are linked to the spefic product or

pages that you are trying to send your customers to. You may be linking these to

a booking system, store or your contact us page.

Use the drop down templates

Within your pages, you are able to use the drop down templates which enables

you to showcase more information about a facility, programme or tell your

customers a little bit about why these services will benefit them. View a tutorial

on how to do this by - CLICKING HERE

7.

Page 8: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

You can easily setup engaging layer sliders to appear on specific pages or multiple pages across your website to really give your website the wow factor. Check out the layer slider tutorials in the Training & Support Package.

Page 9: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Contact us pageEnsure your customers can reach you with ease...

Setup your subject fields

Your contact us page is built with a contact form for your customers to make

contact with you. You can set up subject fields so customers can indicate what

their enquiry relates too. View the tutorial on how to set up subject fields by

CLICKING HERE

Editing your autoresponder

You now need setup your autoresponder message. This will add a nice personal

touch to your website and enahnce the user experience. By setting up an

autoresponder, you customers will receive an automated email acknowledging

that their enquiry has been received. View the turoial on how to do this

by - CLICKING HERE

Editing your contact form messages

When customers are completing your contact form, they may make mistakes

or encounter problems, and it is worth the effort to setup messages which will

prompt the customer and help guide them through this process. View the tutorial

on editng form messages by - CLICKING HERE

Edit your contact information

On your contact us page, you can display your most up to date contact

information which you should and legally need to supply so your customers can

reach you. View the tutorial on editng contact information by - CLICKING HERE

Our team will setup some of the information on this page, including the contact information in the red scrolling bar and your location map. However, you can learn how to edit these by reviewing the video tutorials in the Training and Support Package or our You Tube Playlist

9.

Page 10: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

Adding icons to the top corner of your read more modals are a great extra touch to enhance the user experience. You can download the Bank of Iconography from the Training & Support Package.

Page 11: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

LegalThe boring, but necessary bits...

Add your Terms & Conditions

Add the terms and conditions relating to the use of your site and your products

and services. You have a specifc page for this so all you need to do is create your

content and publish.

Add your Privacy Policy

Setup your privacy policy to communicate to your customers how you will use

their data when enaging with your website or your products and services.

Add your Cookie Policy

Setup your cookie policy so you can inform customers how your website

collects and handles cookies. Your website features an intergrated Cookie

Warning feature which will be setup by our team.

Ensure you have consent

Whilst it is tempting to grab content from rival websites or imagery from search

engines such as Google, it is essential that any imagery or content you add to

your website is done so with consent. Our tip, write all of the conttent yourself

so its authentic to you and invest in some great imagery to really elevate your

website.

Investing in great imagery really will stand your website out from others, help your website be engaging to your customers & and elevate your coaching brand. Speak to our team about how we can help maintain your site and assist with imagery.

11.

Page 12: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

You can add testimonials & frequently asked questions to appear on specific pages or mutliple pages across your site. Check out the tutorials available within the Training & Support Package.

Page 13: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

Pre-LaunchYou’re nearly there, just a few final checks...

Test your web forms

Before launch, it is important to test your contact forms and mailing list sign ups.

Visit your website like a customer would and test these areas.

Preview site in browsers

Customers use a range of broswers, and even though our team will have tested

this, after addng your imagery and content it is important to see how your

website displays and functions on a range of borwsers. We recommend you

check your site on Safari, Chrome, Firefox, Internet Explorer & Edge.

Check links

Go through your site and check that all of your links go to the correct pages.

Misdirections create frustration for your customers experience and may prevent

them returning in the future.

Check copy

Get a friend or family members to reveiw your site, specifically checking for

obvious spelling and grammar errors that may effect your messaging and user

experience.

Check mobile reponsive design

Your customers will want to engage with your website on the go, and many will

do this through a mobile device. Therefore, checking the dsiplay and functionality

of your website on mobile will be worthwhile. Use a website like mobiletest.me

to do this.

Check for dummy text & placeholders

When we provided your with your website ready for setup, you will have noticed

placeholders to show you where to add imagery and text content in the form

of lorem ipsum. It is useful to double check your website and ensure that this

doesn’t still appear.

Allocate some maintenance time

Add some maintance time to your schedule each week so you can keep track of

your website & any issues. Consider adding some longer monthly maintenance

time to refresh your content & imagery.

13.

Page 14: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

Customise your contact form subject fields to bring thepersonal touch to your website and user experience. You can do this by navigating to ‘Contact forms’ from your admin dashboard.

Page 15: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD

LaunchYou have done the hard work, now it’s time to launch...

Inform FDG Solutions Team

When you’re ready, drop our team a note so we can make some final checks on

your site.

De-activate maintance mode

Turn off the maintanance mode so that your URL can be accessed by your

customers.

Publish your URL & shout about your new website

It’s time to publish your new website URL across all of your marketing channels and

tell your customers!

You have done it, congratulations!

Now you are up and running, be sure to continue to use the features of our Training & Support Package and the

Coaches Toolbox. Our team will continue to check in on your site, and produce new features and content for you

to use. Make sure you allocate some time to maintaining your website so you can keep it looking fresh.

15.

Page 16: Getting started Showcase solution Setup checklist...so its authentic to you and invest in some great imagery to really elevate your website. Investing in great imagery really will

COPYRIGHT © FIRST DEGREE @ LTD16. COPYRIGHT © FIRST DEGREE @ LTD