Your Onboarding Process – Week 2
Week 2: Training Session 1
(In house, or online screen share) This session will last approximately 1 hour.
Topics covered in training session 1
- Dashboard > This site, All sites
- Market Analysis modules
- Technical modules
- Reports modules and create a custom report for one of your sites
- Tasks
Tasks to be completed for Bronze Authoritas Certification
- On the This Site module, select the most relevant KPIs for your campaign (using the cog on the right hand side)
- In the Crawl Health module, scroll down to the table and click on the caret and create a task for one of your crawl health issues to be completed by the next training session
- Add 3 relevant tags for each site
- Market Analysis: Identify and create a task for one improvement point for your site using the KPIs
- Market Visibility: set categories for 5 uncategorised domains
- Site Audit: Investigate any issues in your site audit
- Set task to fix all ‘page not found’ issues on the Crawl Health module
- Create a task to complete any required JS & CSS pagespeed issues
- In the Create New Report module, create a PDF report, including:
– Your company cover page artwork
– A header image
– Use the placeholders to add 3 metrics to your Executive Summary
– For your report content, drag all 3 technical modules to the selected module area
– Save Report Template - Schedule your report in the View Reports module
- Add a New Custom Task: assign the task to yourself and select the related module. Aim for this task to be completed before our next training session.
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