Team Support & Knowledge Base

Learn how manage and edit your website here.

Brand Guide

8

• Introduction
• About the Brand
• Voice & Style
• Brand Logo
• Brand Colors
• Typography
• Brand Collateral
• Closing

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Initial Website Set-Up

11

• Send the client a “Getting Started” email
• Request StoryBrand wireframe copy for homepage
• Buy staging domain name
• Update domain’s DNS
• Add Google SPF TXT record
• Create the site’s account in server (WHM)
• Install WordPress in cPanel
• Set-Up WordPress account
• Email server admin to set up SSL
• Find new site design

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Website Build

9

• How To Set Up Google Captcha
• Request custom post type for website (if applicable)
• Footer bar copyright info
• Add Privacy Policy page
• WP Simple Pay
• Set favicon
• Send StoryBrand copy for final edits
• Send final StoryBrand copy to incorporate into homepage
• Send new website prototype to client

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Pre-Launch

5

• Send request to server admin to launch
• Prepare 301 redirect spreadsheet and send to server admin
• Full site quality check
• Convert all forms to Wufoo
• Send request for mobile optimization to developer

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Launch

7

• Update Wufoo stylesheet link
• Adding Essential Plugins
• Setting Up Scheduled Backups
• Adding Website To Google Analytics
• Adding Website To Google Search Console
• Mobile optimization
• Final edits

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Onpage SEO

2

• Client Check-Up
• Client Survey

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Site Maintenance

1

• MainWP Maintenance

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ClickUp

2

• Introduction to ClickUp
• How To Make a Quick Search in ClickUp

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ShiftWeb Internal

3

• Creating Content with AI
• Stripe: Adding Team Members to Account
• Stripe 2FA: Setting up Authenticator App

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