Your onboarding roadmap.

Get access, install the full measurement foundation and stabilise Zoho, so from day one every member journey is measurable.

• Onboarding / kickoff call heldMeet the team, confirm goals and the week-one plan
  What to expect

  1. Booked for Wednesday 15 July, 10:45am, a quick 30 minute call.
  2. With Louise, Katie and Sharon, and you will meet the specialists working on your account.
  3. We walk through the first-week plan and confirm priorities.
  4. Every call is recorded and summarised, so you always have the notes.
  Both
• Access granted: Google Analytics 4So we can switch on real conversion tracking
  How to give us access

  1. Open analytics.google.com and sign in as an admin.
  2. Go to Admin, then Property Access Management.
  3. Click +, add analytics@searchinsights.com.au, and set the role to Administrator.
  4. Save. Administrator (not just Viewer) lets us configure the conversions that are currently missing.
  Client
• Access granted: Zoho CRM + Marketing AutomationSo we can build segments and member journeys
  How to give us access

  1. In Zoho, add our team as a user with permission to build in CRM and Marketing Automation.
  2. Ideally set up so it is independent of SQiBLE, so the transition does not affect our access.
  3. Send the invite to the email we give you at kickoff and we will confirm the connection.

  If a spare seat is an issue, we can walk through a read plus build setup together on the call.
  Client
• Access granted: Google Search ConsoleFor search visibility and the SEO baseline
  How to give us access

  1. Open search.google.com/search-console as an owner.
  2. Go to Settings, then Users and permissions.
  3. Click Add user, enter analytics@searchinsights.com.au, set permission to Full.

  Katie is actioning this when she is back next week, no rush.
  Client
• Access granted: website hosting (serviceaurus)So we can maintain the site and check resources
  How to give us access

  1. Your website is hosted directly with serviceaurus.
  2. Add our email as a user on the hosting account, or share the login below.
  3. We only touch tracking and changes you have approved.
  🔒 Or paste your hosting login

  If it is easier, drop your serviceaurus hosting or cPanel login here and we will set ourselves up.

  Save securely

  Checking…

  Sent over a secure connection and stored privately for the 121 Group team only. Hidden once saved. We recommend changing this password once our setup is complete.
  Client
• SQiBLE non-renewal notice lodged + script info sharedKicks off a clean transition of the integrations
  What we need from you

  1. Give SQiBLE written notice that you will not be renewing the managed hosting, so it ends at the end of the term you have paid for.
  2. Ask them for a plain description of what each integration does (what it connects and the fields it moves). That is not their IP and it is all we need.
  3. Drop anything they send into the shared Drive folder and we will take it from there.
  Client
• WordPress admin access confirmedAlready held, verifying standing access121
• Google Analytics 4 rebuiltReal conversions, 14-month retention, Google Signals on121
• Data cleanedBirchmore stream split out, bot and offshore traffic filtered121
• 121 Insights measurement foundation deployedFirst touch to joined member, tracking live121
• Yoast SEO activated and configuredThe installed-but-off root cause, fixed121
• Open Graph + schema added, titles and metas rewritten121
• Zoho Marketing Automation stabilisedNo-reply sender and deliverability sorted121
• Become a Member funnel review started121
• Membership dashboard stood up, data flowing confirmed121

Build the segments and journeys, get the organic engine live, rebuild the Become a Member page, and start the integration handover.

• Zoho segment architecture builtBy membership type and subscription level121
• Member journeys live: welcome, nurture, join121
• Renewal + win-back journeys startedRe-engage the 675 lapsed members121
• First SEO content cluster in marketCareer, mentoring and inclusion searches121
• Become a Member page rebuilt and instrumentedClose the funnel leak, make the $99 join the clear next step121
• Social calendar live10 to 12 posts a week across LinkedIn and Instagram, with community management121
• First Reels / short-form videos produced121
• Instagram visual identity and rhythm launched121
• Integration handover startedScripts documented, NAWO-owned environment stood up121
• First weekly check-in scheduled
  What to expect

  1. A short 30 minute catch-up, weekly for the first 6 weeks, then fortnightly.
  2. We walk you through your dashboard: member joins, conversion and reach.
  3. No prep needed on your side, just bring any questions.
  Both