Your onboarding roadmap.

Tie off every access at the right level, get clean tracking live, and kick off the move away from SQiBLE. Some access is already in place from the audit, marked below.

• Onboarding / kickoff call heldDone
• WordPress admin accessIn place, administrator on nawo.org.auHeld
• Google Analytics 4 accessIn place at Viewer level (analytics@searchinsights.com.au)Held
• Zoho CRM + Marketing Automation accessIn place, read-onlyHeld
• MemberPress member data accessIn place via WordPressHeld
• Upgrade GA4 to AdminSo we can configure the conversions that are missing
  How to give us access

  1. Open analytics.google.com, then Admin, then Property Access Management.
  2. Change analytics@searchinsights.com.au from Viewer to Administrator (Editor at minimum).
  3. Viewer cannot configure conversions, which is why we need the upgrade.
  Client
• Upgrade Zoho to build accessLouise (super admin), so we can build segments and journeys
  How to give us access

  1. Louise to grant our team build access in Zoho CRM and Marketing Automation.
  2. Set it up independent of SQiBLE so the transition does not affect our access.
  3. Send the invite to the email we provide and we will confirm the connection.
  Client
• Grant Google Search ConsoleKatie, for search visibility + SEO baseline
  How to give us access

  1. Open search.google.com/search-console as an owner.
  2. Settings, then Users and permissions, then Add user.
  3. Add analytics@searchinsights.com.au as a Full user.
  Client
• Grant social account accessKatie, LinkedIn, Instagram and Facebook
  How to give us access

  1. Add us as a manager or admin on your LinkedIn Page, Instagram and Facebook.
  2. Easiest via Meta Business Manager (Instagram + Facebook) and LinkedIn Page admin.
  3. We will send the exact account/email to add at your convenience.
  Client
• Website hosting access (serviceaurus)Sharon, so we can maintain the site and check resources
  How to give us access

  1. Your site 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 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.
  Client
• Shared Google Drive folderSet up and shared with the team. Drop any Zoho, website and account docs here: Open the shared folderBoth
• Share migration questions with SQiBLELouise to pass our questions to Suze and gather what she packages upClient
• Alignment call with SQiBLE (Suze)Adam + Louise + Suze, to align on the handover and agree the Zoho migration planBoth
• Alignment call with Chris (Brightspire)Website access + context, so there is no overlapBoth
• Sharon shares the website / CRM issues listThe working list of what is not syncing correctlyClient
• Confirm tracking in place vs needed121
• Rebuild GA4Real conversions, 14-month retention, Google Signals, split the Birchmore stream121
• Filter bot and offshore trafficSo the numbers we report are clean121
• 121 Insights measurement foundation liveFirst touch to joined member121
• Membership dashboard stood up, data flowing confirmed121

The back-end cleanup Katie and Sharon prioritised: CRM as one source of truth, the syncs working, and marketing automation set up to send properly.

• Week 1 WIP review callBoth
• Work through Sharon's CRM / website issues listFix what is not syncing correctly121
• Fix the CRM to Marketing Automation syncStop contacts dropping out of sends121
• Fix website, CRM and MemberPress integrationsWith Chris's context so nothing breaks121
• Audit Zoho Marketing Automation and optimise email sendsIs it set up to send effectively, deliverability, structure121
• Fix the no-reply sender and deliverability121
• Build the Zoho segment architectureBy membership type and subscription level121
• Check the member portal is working effectively121
• Switch on SEO properlyActivate Yoast (installed but off), add schema and Open Graph, fix titles and metas121
• Agree the SQiBLE migration planDocument, rebuild NAWO-owned, parallel-run, cut over before the hosting term ends121

Turn the clean foundation into growth: member journeys, a Become a Member page that converts, and a social engine that works harder for less input.

• Week 2 WIP review callBoth
• Build member journeysWelcome, nurture, join and onboard, live in Zoho121
• Renewal and win-back journeysEngage existing members and re-engage lapsed ones121
• Rebuild and instrument the Become a Member funnelMake the $99 join the clear next step, close the leak121
• Social media auditOptimise the workflow so content converts for the least input121
• Social calendar liveLinkedIn and Instagram, pointed at the journey, with community management121
• Better engage existing corporate membersReach employee networks, drive event and session attendance, lift retention121
• Corporate lead strategy and messagingSMEs in operational industries, shaped with our head of strategy121

The near-term revenue priorities, the 2027 Mentoring Program launch, and the measurement cadence that moves us from week-to-week to a monthly rhythm.

• Week 3 WIP review callBoth
• 2027 Mentoring Program launchMessaging and marketing plan for opening applications and cohort management121
• Individual membership acquisition driveToward 500 individual members in 12 months121
• Corporate lead generation liveToward 120 corporate members, individual-to-corporate lead bridge121
• Monthly metrics dashboard + web content reviewThe reporting rhythm, what is working and which pages to improve121
• Set the monthly and quarterly roadmapMove off week-to-week onto a longer plan121
• Week 4 WIP review callBoth