Building resources
Here are the plans we've put together to help our merchants transition through their different stages of growth.
Below you will find all our pages and corresponding business tools. Along with in depth instructions on how to build each tool for our merchants.
If you have any questions feel free to ask, we're a team and we're here to help.
Package 1
(The Essentials)
This plan is perfect for the sole trader that is looking to build some online trust and credibility within their industry.
Business tools included in this package:
This is managed by the development manager.
This is the first time the prospect has human contact with tradienet after they've booked an intro call through our website.
You want to call the prospect via phone through hubspot at their booked time and introduce yourself.
You want to ask them the following questions about their business making sure to cover the following bullet points while taking notes:
- Introduce yourself
- Reason for calling, what you'll discuss (good fit for one another, if tradienet can help etc.)
- Scope (specific problem solving for their website and business, unicorn website)
- Process (incl. payment structure and maintenance plan).
- Timeline (expectations vs reality)
- CTA (Discovery meeting)
- Brand pyramid (Free value)
Scope questions:
1) How can we help you, why do you want a website?
2) What problem(s) is your business currently facing that you would like your website to solve?
3) What does your unicorn website look like? What would it do, How would that affect the way you run your business?
4) Talk about how their specific tradienet package can help their business referring specifically to the problems their currently facing from the notes you've been taking.
5) Speak about the tradienet process.
6) Ask them about their required timeline letting them know the estimated timeframe to get their specific package built.Estimated timelines: Package 1 = 1-2 months work,Package 2 = 2-3 months work, Package 3 = 3-4 months work.
8) Q&A time
7) Ask them if they would be interested in moving forward to the Discovery Process, mention what that includes (specifically the meeting and brand pyramid including its importance).
Development manager:
"So if you would like to get this done within your desire timeline we need to start this project by (enter date). Which means we need to get our Discovery meeting and brand pyramid built by (enter date here). Is that something you would like me to organise for us? (be the guide).
Prospect: "Yes please"
Development manager:
"Perfect, well I'll send you through a meeting list for you to book a time that would best suit you and we can get that underway as soon as you're ready.
IF) after the call is completed the lead wasn't interested, or they simply weren't a good fit for tradienet then please add this lead to the "Discovery not necessary" column in your hubspot sales dash.
IF) after the call is complete and they have shown interest and would like to book a Discovery meeting then please send the prospect the "Discovery email template" (within hubspot) and add their unique pains and tradienet solutions to the email.
Within the email template is the main CTA which is to book a Discovery meeting.
We don't want to interrupt the prospect from performing the desired outcome (CTA) so if you would like to add additional links to the email please feel free to do so, but simply hyperlink them into the text. Please don't add additional buttons to the email template.
If the prospect successfully books a Discovery meeting via the hubspot meeting link then hubspot will automatically move the prospect to "Discovery Won". If they don't book a meeting after the call within 3 days of the intro call, hubspot will automatically move the prospect to "Discovery Lost" and send out a reminder email to attempt to have them book another time (reminding them of their limited time offer).
Important information: Prospects are buying time, peace of mind and are comforted by your own certainty. They want to be informed on whats happening throughout the process, but ultimately hand held. Their biggest fear is making the wrong choice along the way which is why they're looking to potentially use tradienet to help be their guide through the process.
Completed by the development manager with the merchant.
This meeting is either held face to face, over zoom/meet or over the phone depending on the prospects desired form of contact.
The desired outcome of this Discovery process is to walk the merchant through the Discovery form (specific to their package) and the MVB form helping them to answer the questions as accurately as possible. Reason being is so we can go away and build them their free brand pyramid (limited time offer) to send through with their proposal and quote.
Once you're in the meeting, introduce yourself again and mention the notes taken from the intro call.
Briefly explain your reason for the meeting including the steps you'll go through letting them know that at the end of the day you're there to help them through each step.
Explain their desired and confirmed package in detail explaining the tools, their value and how they solve their unique problems mentioned in the intro call.
"Before you can start the design process, we first need to know about your business"
Walk them through both the online Discovery questionnaire and MVB questionnaire forms making sure to fill them out as accurately as possible as our tradienet designers will use this information for their free brand pyramid document and the rest of the web design.
Here is the link to the Discovery questionnaire.
Here is the link to the Brand Pyramid questionnaire.
Not only is it important for our merchants to have this document because it gives them clarity and direction for their business and brand. It's also a vital document that everyone who works on the account from here on out will refer back to when it comes to building the merchants website.
It's the tradienet development managers job to create the brand pyramid with the merchant before sending it through to the designers and content creators to bring into reality.
Either sit down with the merchant and work through the MVB form together (ideally) or have them fill out the form in their own time.
The current available forms are listed below. We will update them here as they develop:
- MVB form
Once the forms are complete, sit down and complete the brand pyramid on behalf of the merchant by following the instructions below. Most of the form will be completed through the MVB form, but the package form is important as it can offer additional insight into their business.
Step 1:
Create a new account for the merchant in tradienet's Google Drive. My Drive > Accounts > Merchant Accounts > New > Folder. Name the folder the merchants trading name (Q2 of MVB form).
Step 2:
In My Drive visit Merchant forms/questionnaires > Discovery files > tradienet brand pyramid template > File > Make a copy. Rename file "(Merchants trading name) brand pyramid" and save it in the folder you created for them in the tradienet "Merchant accounts" folder from step 1.
Step 3:
Once you've got the answers to the two forms find the responses by using the form links above and either print off the responses or bring them up on a second monitor to help you complete the merchants new brand pyramid doc. on the merchants behalf.
Step 4:
Add business logo files (found in Q13 of MVB form) to merchants Drive account along with their products and services list (Q16 of MVB form). If they don't have a logo recommend the logo package.
Step 5:
To help you understand their business best and give you the best chance at completing the brand pyramid to your best ability we recommend you start off by filling out the Business info section of the brand pyramid at the bottom and work you way up to the top. This document doesn't need to be overly complicated. We want it to be as easy to understand as possible to keep things simple, yet very clear for our merchants as they grow.
The following questions from the MVB form will help you fill out the business information for the brand pyramid.
1) Email
2) Trading name
3) Trade industry
5) Service area
6) Trading since
7) Business hours
8) After hours (if applicable)
9) Physical address (if applicable)
10) Business contact number
12) + 13) Business logo
14) Trademarks (if applicable)
15) Social channels and handles
16) Products and service list
17) NZBN
18) GST number
27) Business font (if applicable)
28) Business colour codes
29) Number of employees
Step 6:
Next step is to add the brand's personality information to the brand pyramid. You can find this information in (Q26) of the MVB form.
Step 7:
Add the target audience information to the brand pyramid (Q21) of the brand pyramid.
Step 8:
Add the Benefits/USP information to the brand pyramid (Q19 and 20) of the MVB form.
Step 9:
Add the Values information to the brand pyramid (Q22) of the MVB form.
Step 10:
Add the Slogan/Aphorism information to the brand pyramid (Q22) of the MVB form.
Step 11:
Add the Vision/Purpose information to the brand pyramid (Q24) + (Q25) of the MVB form.
Step 12:
At times the merchant might not give sufficient information so if you need anything clarified then confirm this with the merchant. You may need to improvise and use some of the information from the brand pyramid to fill in the rest of the document, but clarify with your team members and if you have any issues contact your lead for assistance.
Step 13:
At times the merchant might not give sufficient information so if you need anything clarified then confirm this with the merchant.
Step 14:
Confirm the brand pyramid is complete with the merchant before proceeding to the design process (stage 2 of our process for the merchant).
At tradienet we don't start design work on a project until we've received the initial 50% deposit.
Put together the proposal (including timeline, scope and payment terms) and send in an email to the prospect to make their initial payment (including payment link). Package with Brand Pyramid and invoice then send off to the merchant for initial payment.
Confirm with the development manager this deposit has been received before proceeding to next steps.
Find out when you should send your merchants their contracts. Contract templates are in your email inbox.
Depending on the results of the discovery questionnaire the development manager will have already determined with the merchant if they would like this additional feature.
Check the results and confirm you have the correct images you will need to design the website before proceeding.
This is step 1 for every one of our merchants.
We need to create a development account for them through tradienets shopify partner account and send the copywriting requirements off to the copywriter.
To find instructions on how to open a development account for our merchants please click here.
We are going to look into creating development accounts that we can duplicate for each package to minimise the work required to complete each job. This is still in the pipeline and we'll look into it as soon we have time.
Have copywriting done through a professional copywriter.
Send the copywriter the brand pyramid and let them know what package the merchant requires.
It's very important that this step is complete through a professional copywriter as the messaging on the website needs to resonate with their target audience speaking with their brands personality.
This step can take some time so please make sure to let the copywriter know as early as possible.
Next step is to download the PageFly application to the development store through our PageFly partner link.
Click the link below, download the application and connect it to the merchants dev store.
Click here to use our PageFly partner link
Keep in mind that by default, the PageFly plan will be a "Dev Gold" plan while the shopify account remains a development plan. Once we hand over ownership to the merchant they will be required to select both a paid Shopify plan and a paid/free PageFly plan.
Ask the merchant if they would like to use PageFly's paid subscription features before you go ahead and build outside of the scope of the plan they desire.
To view PageFly's pricing's and features, please click here.
Please note:
Regardless whether the merchant would like a paid of free PageFly plan we need to download PageFly. This is because at tradienet, all our merchants homepages are designed by PageFly because PageFly offers a free plan for a single page as well as its superior design functionalities.
If the merchant would like to proceed with PageFly then to speed up the design process you can transfer both your saved sections and pages from your tradienet PageFly account (or other) by exporting the files to another Shopify store that uses PageFly.
Learn how to do that, here:
Manual:
Video Tutorial:
Design the website footer within the shopify theme editor.
IMPORTANT: BEFORE EDITING ANY CODE MAKE SURE YOU MAKE A DUPLICATE COPY FIRST IN CASE A MISTAKE IS MADE: CLICK HERE TO WATCH A VIDEO ON HOW TO DUPLICATE A THEMES CODE
Footer content:
How to add "built by tradienet" text to website footer immediately after "Powered by Shopify" text:
Step 1:
Copy the following code:
<a href="https://www.tradienet.nz">Built by tradienet.</a>
Step 2:
Watch this loom video and follow the instructions. Important: If these instructions above don't look familiar within your theme code then notify your lead before making any changes.
- "Powered by Shopify, built by tradienet." text.
- Contact information.
- Footer menu bar.
- Security badges?
- Footer colour?
For tips on what content to add into the footer click here.
Header content:
If the website you're building has no product listings then click here to see how to remove the add to cart icon from the website header completely.
How to add request a quote button and Call button to header:
Step 1:
Copy preferred button code below:
<a class="button button--primary" href="tel:64add number here" style="margin-right: 20px; background: #ff7e06; color:white; border-radius: 8px; padding: 10px; boarder: #ffffff">Call 📞</a>
<a class="button button--primary" href="/pages/request-a-quote" style="margin-right: 20px; background: #ff7e06; color:white; border-radius: 8px; padding: 10px; boarder: #ffffff">Request a Quote</a>
Step 2:
Click here to watch Loom video on install
How to remove the search icon from the header:
Step 1:
Copy this code:
.header__icon--search { display: none;}
Step 2:
Follow the steps in this loom video.
Organise the menu bars in order of importance making sure to add all the page options.
Make sure to do both the header menu and the footer menu.
If you're not familiar on how to do this click here for step by step instructions.
We will attempt to automate this step with the templates we intend to make. More on this soon.
The main function of a homepage is to be the first step in your sales funnel, systematically directing users around your site so it is important that your guests can do so with ease.
Design this page using PageFly!
Add PageFly section templates (if possible).
Be sure to take a look at the example websites the merchant has provided in their discovery process (Q18 of Discovery form).
Include sections for each of the website pages you've created including the following plug ins:
* Google/Facebook reviews application
* Job platforms and external links (nocowboys etc.)
* Social feeds (instafeed)
For tips on how to build a great homepage, click here.
Search engines love websites that are regularly updated because it shows them that you're still actively trading.
Having your Instagram feed displayed on your website homepage is a great way to achieve this as every upload on Instagram will automatically populate on your website, doing wonders for your organic search engine rankings.
Download the app from the app store.
Login to merchants instagram accounts on browser before connecting accounts to application otherwise it wont link the correct account.
Add instafeed to homepage.
To download instafeed from the shopify app store, click here.
Not only does this tool give you credibility on your own website because your potential leads can see that you're listed on another credible platform they're familiar with and trust, but it also allows your leads searching for you on these platforms to see that you have a professionally designed website too. This tool will seal the deal on both ends for customers who both recognise these platforms listed and find you on said platforms.
Question for merchant:
Are you currently listed on any job finding websites?
If so, add links to section on hompe page.
If merchant HAS NOT selected paid PageFly subscription:
Head to the shopify theme editior and create a new page template named after this page. Design the web page within the shopify theme editior. Once complete, save your changes and head to Pages within the Shopify admin and create a new page. Add the copy from the copywriter to this new page, add SEO information and set the page template to the new page template you designed within the shopify theme editor previously. Save your changes.
If merchant HAS selected paid PageFly subscription:
If the merchant has chosen to use the paid subscription for PageFly then create each page required within PageFly before creating the pages within the shopify admin and connect them to the corresponding PageFly page template. Set SEO and save your changes
This page explaining to our merchants audience why they should choose their product and/or service over their competition and it's one of most important messages your website can communicate. Are they the best, the fastest or the cheapest? Maybe they offer two out of the three, but explaining to their audience what differentiates them from the rest allows them to find their perfect customers and charge the money they know their worth.
Questions for your merchant that will be represented on this page:
Are you the fastest, cheapest or best at what you do or a mixture of what two (two maximum)?
What do you do differently to your competition?
Have copywriter do write up,
Design page
If merchant HAS NOT selected paid PageFly subscription:
Head to the shopify theme editior and create a new page template named after this page. Design the web page within the shopify theme editior. Once complete, save your changes and head to Pages within the Shopify admin and create a new page. Add the copy from the copywriter to this new page, add SEO information and set the page template to the new page template you designed within the shopify theme editor previously. Save your changes.
If merchant HAS selected paid PageFly subscription:
If the merchant has chosen to use the paid subscription for PageFly then create each page required within PageFly before creating the pages within the shopify admin and connect them to the corresponding PageFly page template. Set SEO and save your changes
Information that needs to be shown on this page in a dropdown accordion or tab section:
- Business address (for map):
- Preferred email:
- Preferred phone number:
- Business hours:
- Service area:
- After hours charge: Yes/No
- What is their ideal contact method?
a) Email
b) Phone
c) In store visit
- Is there any information you don't want added to your contact us page? For example some merchants won't want a phone number listed because they want to be contacted via email only.
Once you've collected all the required information go ahead and create this page optimising it for its preferred form of contact.
Page Features:
- Title
- Blurb
- Contact info (all that apply)
- Message section
- Submit button
- Testimonials (added later)
Once built, add to main menu and footer menu navigations.
Click here if you're looking for inspiration.
Click here to see how to add a contact us page to the Shopify dev. account (not PageFly method).
If merchant HAS NOT selected paid PageFly subscription:
Head to the shopify theme editior and create a new page template named after this page. Design the web page within the shopify theme editior. Once complete, save your changes and head to Pages within the Shopify admin and create a new page. Add the copy from the copywriter to this new page, add SEO information and set the page template to the new page template you designed within the shopify theme editor previously. Save your changes.
If merchant HAS selected paid PageFly subscription:
If the merchant has chosen to use the paid subscription for PageFly then create each page required within PageFly before creating the pages within the shopify admin and connect them to the corresponding PageFly page template. Set SEO and save your changes
You can build this page either on PageFly or on Shopify's theme builder depending on the PageFly plan the merchant would like.
This page is basically a secondary contact us page that uses the same contact page template as the contact us page, but its text is written differently to direct leads to list information about the quote they are requesting.
Information that needs to be shown on this page in a dropdown accordion or tab section:
- Business address (for map):
- Preferred email:
- Preferred phone number:
- Business hours:
- Service area:
- After hours charge: Yes/No- What is their ideal contact method?
a) Email
b) Phone
c) In store visit
- Is there any information you don't want added to your contact us page?
For example some merchants won't want a phone number listed because they want to be contacted via email only.
Once you've collected all the required information go ahead and create this page optimising it for its preferred form of contact.
Page Features:
- Title
- Blurb
- Contact info (all that apply)
- Message section
- Submit button
- Testimonials (added later)
Once built, add to main menu and footer menu navigations.
Click here if you're looking for inspiration.
Click here to see how to add a contact us page to the Shopify dev. account (not PageFly method).
This is one to minimise the revisions on the back end of the design.
Create a loom video to let the merchant see their web design and get a feel for the branding.
Make sure to use the copywriting created by the professional copywriter.
Walk them through the sales funnel process of the website.
Homepage (mention design and tools) > Page > Contact/Request a Quote > Email sent and received.
If merchant HAS NOT selected paid PageFly subscription:
Head to the shopify theme editior and create a new page template named after this page. Design the web page within the shopify theme editior. Once complete, save your changes and head to Pages within the Shopify admin and create a new page. Add the copy from the copywriter to this new page, add SEO information and set the page template to the new page template you designed within the shopify theme editor previously. Save your changes.
If merchant HAS selected paid PageFly subscription:
If the merchant has chosen to use the paid subscription for PageFly then create each page required within PageFly before creating the pages within the shopify admin and connect them to the corresponding PageFly page template. Set SEO and save your changes
Otherwise known as the "What we do" page you can build this page either on PageFly or on Shopify's theme builder depending on the PageFly plan the merchant would like using the instructions above.
There are a few options when it comes to "generating leads" on the website and they all depend on how you're planning to set up the online checkout (if any).
Question one, you need the answer to.
Does the merchant offer fixed prices for any of their products/ services? (Q23 of D1F)
If so, then you can suggest building out an online checkout with shopify payments and product listings for these products/services.
If they cant offer fixed prices (or simply don't want to) run an online checkout then simply create a standard page with their list of services directing traffic to the "Contact us" page.
If they don't feel like they can offer fixed pricing then (if their business is big enough to handle demand) ask them if they would like to offer "ballpark prices" for their products/services (eg. $5-7.5k) after customers have completed a custom built questionnaire. Its important to mention that this feature is only available for package 3 merchants.
If they are wanting the package 3 questionnaire which allows them to present prices (accurate or ballpark) to customers after completion then you can find further information on how to set that up within package 3's resources.
Additional tip:
If the merchant is needing different product listings made (not all products can have the same template) then you can create new product listing templates either with PageFly, or with the shopify theme editor. If you're using the shopify theme editor and you're needing different page settings for each product then you can do this by creating different product page templates within the theme editor before changing the product listing template settings from within the admin.
If you're using PageFly to build the product page then click here to watch a video on how to do this.
Next question,
Can I please have a list of all your products and services that you offer (with their corresponding prices if applicable).
You will need this information for creating the content.
Question three, Do you have any images of the products/service you've delivered on in the past that we can use for your website?
If not, recommend photography package:
Broad pricing indications from CPNZ:
➔ Drone packages from $400+GST
➔ Photography packages from $550+GST
➔ Videos from $1,200+GST
➔ Combination packages are available, please contact CPNZ for pricing.
Build page, connect to navigation.
For inspiration click here.
If merchant HAS NOT selected paid PageFly subscription:
Head to the shopify theme editior and create a new page template named after this page. Design the web page within the shopify theme editior. Once complete, save your changes and head to Pages within the Shopify admin and create a new page. Add the copy from the copywriter to this new page, add SEO information and set the page template to the new page template you designed within the shopify theme editor previously. Save your changes.
If merchant HAS selected paid PageFly subscription:
If the merchant has chosen to use the paid subscription for PageFly then create each page required within PageFly before creating the pages within the shopify admin and connect them to the corresponding PageFly page template. Set SEO and save your changes
A good "About us" page is one of the most important business tools any website can have. It's the number one place leads visit to see if they can trust a business and brand.
Questions for the merchant:
Why do you do the work you do and what got you started?
How long have you been trading for and how big is your service area?
What's your goal for the company and what are your company values?
Have copywriter create a write up for the about us page from the answers above.
Design page and add to navigation of both the header and the footer menus.
Go through on all your website pages (PageFly and theme editor) and make sure they format well on both laptop and mobile.
At tradienet we offer web hosting services which includes a number of custom emails along with an affiliate links for NameHero custom domains.
Because of this, depending on what situation your merchant is in currently will depends on what service they require and decide to use moving forward.
Situation 1)
The new merchant doesn't yet have a custom domain and custom email.
Situation 1 (Decision 1):
They would like to use tradienet for their hosting and emails.
Required service: In this situations you want to use this NameHero affiliate link to purchase a domain on the merchants behalf (using their business information). Once you've purchased their domain on NameHero, login to the domains account and change the DNS settings and direct the domains Nameservers to tradienets hosting server to complete setup.
NameHero affiliate program login information:
Login Link: Click here
Username: guy@tradienet.nz
Password: Aotearoa01#
Situation 1 (Decision 2):
The merchant would like to purchase their own domain privately, but use tradienet hosting.
Required service: Double check they wouldn't like to use NameHero to purchase their domain (explaining the benefits) before letting them know its possible to use a different domain name provider. Once they have purchased their domain name privately, receive their login information to connect it to our tradienet hosting server. Add information to hubspot account information.
Situation 1 (Decision 3):
The merchant would like to purchase their own domain privately and use a third-party hosting.
Required service:
Double check they wouldn't like to use NameHero to purchase their domain and tradienet for their hosting (explaining the benefits (including the offer of 6 months of free maintenance and protection) before letting them know its possible to use a different hosting provider if they wish.
Once they have purchased their domain name privately, simply send the merchant their required DNS settings from Shopify to forward onto their preferred hosting provider. Ask them to let you know when their hosting provider has completed the required changes so you can confirm the required connection so you can confirm the connection.
Situation 2)
The merchant already has a custom domain name (with or without associating custom emails).
In situation 2 we offer to purchase the hosting off them (for 6 months worth of free maintenance and protection premiums) to have it all managed in one central hub.
Please note: This is however not a requirement.
Once you've figured out the merchants situation proceed with the associating service.
Situation 2 (Decision 1):
They are happy to take us up on our offer and bring their hosting over to tradienet to have it all managed in one place.
Required service:
Transfer hosting from their current hosting provider to tradienet (A, MX and nameservers) and connect up to corresponding tradienet hosting package. Add hosting tags to the merchants profile in HubSpot and add "Hosting Conversion Discount Code" to the merchants tradienet maintenance package and account information within Chargebee so they receive the discount offered.
Emails per hosting package:
Package 1: 1 custom email
Package 2: 4 custom emails
Package 3: Unlimited custom emails
Situation 2 (Decision 2):
The merchant has a custom domain and email already and don't want to change hosting providers despite being offered the 6 months of free maintenance.
Required service:
Simply send the merchant their required DNS settings from Shopify to forward onto their hosting provider. Ask them to let you know when their hosting provider has completed the required changes so you can confirm the connection.
Important information:
If you need assistance on how to do any of these steps then please contact your lead for assistance.
If a merchant is looking for an online cloud system to run their business then we recommend google workspace with this affiliate link.
At tradienet we offer custom domains linked to our domains we manage the hosting for.
Because of this, depending on what situation your merchant is in now after completing the domains stage above will depends on what service they require.
Situation 1:
They have recently bought a tradienet domain through our NameHero affiliate link.
Required service:
Connect the custom email(s) to their custom domain(s) from within the hosting control panel.
Situation 2:
The merchant already has a custom third-party domain without a custom email linked.
Required Service:
In situation 2 we explain to the merchant that we cannot add a custom email to a domain we are not hosting. Therefore, offer to purchase the hosting off them (again) for 6 months worth of free maintenance and protection premiums.
Situation 2 (Decision 1):
They are happy to take us up on our offer and bring their hosting over to tradienet to have it all managed in one place.
Required service:
Transfer hosting from their current hosting provider to tradienet (A, MX records and nameservers) and connect up to corresponding tradienet hosting package. Add hosting tags to the merchants profile in HubSpot and add "Hosting Conversion Discount Code" to the merchants tradienet maintenance package and account information within Chargebee so they receive the discount offered.
Emails per hosting package:
Package 1: 1 custom email
Package 2: 4 custom emails
Package 3: Unlimited custom emails
Situation 2 (Decision 2):
The merchant has decided they still wouldn't like to take us up on our offer.
Required service:
Simply send the merchant their required DNS settings from Shopify to forward onto their hosting provider to set up their MX records for their custom email. Ask them to let you know when their hosting provider has completed the required changes so you can confirm the connection.
Situation 2 (Decision 3):
The merchant has decided they don't need a third party email and are happy to use their current standard email.
Required service:
Let them know that this is possible, but not recommended as it doesn't help your brand build any trust online. If they wish to proceed then simply don't create or connect a custom domain for them.
Situation 3:
The merchant has a third party domain and email already and they are not interested in having tradienet be their hosting provider (despite the offer).
Required service:
Simply send the merchant their required DNS settings from Shopify to forward onto their hosting provider to set up their MX records for their custom email. Ask them to let you know when their hosting provider has completed the required changes so you can confirm the connection.
Important information:
If you need assistance on how to do any of these steps then please contact your lead for assistance.
If the merchant already has a custom email then simply add it to their contact information on their website (Contact us page, homepage, header and footer)
Otherwise, create a custom email and connect it to their google domain (or other domain).
A Google Business Profile is so important for service providers because it helps to ensure that people find your business when looking for products and services like yours in their local area. In particular, a listing for a local business is more likely to appear when people search for a nearby business using Google Maps.
Please note: In the video link below the instructor talks about creating a profile from the perspective of the merchant doing it for their own business. We do the exact same, but on behalf of our merchants using their information through our tradienet Organisation Google Profile Manager.
First, open up a new chrome browser and log into the tradienet support chrome browser.
Chrome browser login info:
Login: support@tradienet.nz
Password: !!P4s5w0rD!!
Once in the correct browser, Click here to be directed to our tradienet account managers dashboard.
Once there, select:
Businesses > Add business > Add single business
Next, follow the steps and create a Google Business account for the merchant (internal Loom video to come).
For now, feel free to watch step by step instructions on how to set up a Google Business Account for your merchant from a business owners perspective by clicking here and watch from 3:50 to help you through the following steps.
Top tip: I would recommend opening the video in another tab so you're able to view both the video instructions and the setup form at the same time (on two screens if possible).
At this point in time it's important that you contact the merchant prior to giving them ownership access to their account and make sure they have created a generic Google account with their work business email. Additionally let them know they will be receiving a letter in the mail with a 6 digit code to confirm their business location with Google. Let them know their Google Business Profile will be activated once they let us know the six digit code so we can verify their account for them on their behalf.
Once you have completed the steps, verified the account and have created the Google Business Account for the merchant and confirmed they have a generic Google account created with their work email address (loom video to come) you need to give them ownership access to their account.
To do this, search for their business on Google directly and select Edit profile > Send invite from within the Add a manager to your business section of their profile. One the pop up shows select Add users and enter their primary work email address before and chose the Owner role from the drop down menu, followed by Invite.
Once the merchant has accepted the invite you can transfer primary ownership to them after 7 days of them being a registered owner.
Original instructions and options:
Step 1) Understanding the merchants current situation:
Regardless of their situation below. We're here to create, complete and ultimately optimise our merchants Google Business Profile for them to increase the chances of their business being found on Google organically.
They are in one of the 3 situations listed below. Find out which situation matches your merchant and complete the corresponding task before proceeding to the next step.
Situation 1) They need both a Google Account and Google Business Profile.
Task: If they don't have either of these then you will need to first make them at Google.com account before a Google Business Profile on their new Google Account.
Loom video to come.
Situation 2) They have a Google Account, but no Google Business Profile on the Google Account.
Task: In this case, get the login information from the merchant for their Google Account and create a Google Business Profile one their Google Account on their behalf from within your google profile manager (link above).
Situation 3) They have both a Google Account and a Google Business Profile already.
Task: In this case, for us to make edits to their profile we need to get them to add us as either a secondary owner (owner) or Manager of the Google Business Profile via invitation within their Google Business Profile. Send them the following instructions on how they can send you an invitation link.
Access permissions:
If interested, explain that the difference between an "Owner" and "Manager" permissions is the ability to create additional staff accounts and the ability to delete the account entirely. Let them decide which permission setting they would like to give us keeping in mind they may need to do this invitational process again if we need to add additional staff in future.
Step 2:
If they
If they have a account already, ask them for their login information.
To add tradienet as an account manager to our merchants google my business profile we need to first log into our support@tratienet.nz google profile in the top right corner of your chrome window. Once complete use the link below to view our tradienet Google Business Profile Managers Dashboard.
Please note: To set up Google reviews for the merchant they first need to have had their Google Business profile created and verified via post. If your merchant hasn't verified their address yet please do this step first.
Once the merchant has verified their Google Business account you can then select to set up their google reviews for them.
The application we use to display our merchants reviews on their website is called Google Reviews by Reputon. To check them out on the app store click here.
Top tip: We would suggest searching them up manually from within the app store within the merchants admin to ensure the application is added to the correct admin.
Create a Google analytics account and connect to merchants shopify admin.
Loom video to come.
This is an additional service offering our merchants have to opt in for as it includes additional costs ($5.99USD/Month).
Check answers in discovery form to see if this feature needs to be added.
If so, download facebook reviews by omega and install for the merchant by connecting it to their facebook account.
Watch this loom video for instruction on how to complete this step.
Download app from the app store.
Run application on storefront to help with SEO.
To find the "Smart SEO" application on the app store click here.
Go through each page and add accurate meta information.
Set merchants billing currency and add GST information to admin.
Make sure that the reviews you've added to the website are added to the bottom of each of your pages on the website including the homepage. If you need assistance with this please contact your lead or development manager.
Do you use a job management platform like Tradify to manage your jobs?
If so, we can set up your website to directly send leads into your job management software to create new tickets automatically!
Sort partnership with tradify.
Contact development manager to show the merchant the progress to date and to organise for the second invoice to be sent to the merchant for payment.
At tradienet we do not proceed to the next step until the merchant has paid their second invoice.
Confirm with the development manager that the invoice has been paid before proceeding to next step.
We use Basecamp for our project management software.
Get them to list their entire list of revisions over a 2 day period.
Once they have created their list of revisions they can then send them through to you and then you can talk them through the list (either over the phone, video call or F2F meeting) before you make any changes to recommend your professional expertise against their changes.
Edit list of requested changes (if applicable) and then end call before beginning required edits.
Once edits are complete let the merchant know via Basecamp before proceeding to the next round of revisions.
We use Basecamp for our project management software.
Get them to list their entire list of revisions over a 2 day period. Let them know that they can save undecided changes for their 1 hour of monthly maintenance allowance.
Once they have created their list of revisions they can then send them through to you and then you can talk them through the list (either over the phone, video call or F2F meeting) before you make any changes to recommend your professional expertise against their changes.
Edit list of requested changes (if applicable) and then end call before beginning required edits.
Once edits are complete let the merchant know via Basecamp before proceeding to the next round of revisions.
Sit down with the merchant and take them through the change of ownership process.
Process steps:
1) Create a full access staff account for the merchant from within the admin.
2) Transfer ownership to merchant as soon as they accept staff invitation.
Tell the merchant to select the corresponding plan for tradienet package:
P1: Shopify Basic plan.
P2: Shopify Basic plan.
P3: Shopify Basic plan.
(Plan requirements are subject to change)
To see how to do this process please click here.
Basically, create a full access staff account for them then transfer the ownership to the staff account.
To set the merchant up on the hosting account proceed with the following instructions.
Send merchant to the merchant facing hosting portal to select their plan. If youre unsure on what plan the merchant should be on please speak to your tradienet development manager for further support.
Merchant hosting portal
Organise a meeting with the merchant to walk them through this process of sign up.
Depending on whether the merchant already has a domain, or wants to buy a new one will depend on the process of onboarding, but they both require the merchant to sign up to one of our hosting plans.
Merchant needing a new domain:
If the merchant needs a new doamin with their hosting plan, then we would recommend diregarding the domain purchase section on the homepage and going directly to select a hosting plan as it will promp the merchant to process a domain throughout the registation.
Depending on the domain purchased, the merchant may be required to put in additional business ID and information. This is usually their local Business number etc. However please feel free to contact your tradienet development manager dor further support through this process.
Merchant not needing a new domain:
If they merchant already has a domain and email and is wanting to sign up to a tradienet hosting plan and transfer their domain to us, then they have a few options.
1 - They want to bring their domain and email over ensuring they keep their current inbox. If this is the case, then please let them know its possible, but it will require us to open an email migration ticket with our hosting providers (NameHero) and it will come with an additional fee which is determined by the number of files they need to transfer.
2 - They want to transfer their domain and have the same email, but they will only need their contact lists, not their inbox and other files. If this is the case, then simply create an email for them once their domain transfer is complete and import the contacts from their previous email address through a general support ticket with NameHero.
Instructions on how to set up email accounts are listed in the next tab.
Once the merchant has been set up with their hosting package, they are ready to set up their email.
There are two options,
Option 1: They can either have their new @domain email address (eg. guy@tradienet.nz) set up within their current personal email account (eg. guy.harley@gmail.com) and select to send/recieve emails as either alias (personal or professional) as they like within the same inbox.
Or
Option 2: You can create a brand new work email account under a new @gmail account (eg. tradienet@gmail.com) and alis the new account with the @domain alias (eg. guy@tradienet.nz) for sending and receiving. In which case we recommend setting the new @domain alias as the default alias for the account.
This will all become clearer by clicking the link here where you'll be directed to a help doc. from name hero with step by step instuctions. Scroll to the bottom to watch the tutorial video.
Please note: If the merchant has an email address they would like to keep from a previous hosting provider that looked after the domain and email address, then please refer to the instructions listed in the Hosting tab above.
Once the merchant has signed up to their corresponding tradienet maintenance plan and you're able to confirm this within WHMCS. Please send them the merchant the Google Reviews Request email template from within Hubspot next :)
Please note: The reason we don't send both the maintenance link and the google reviews link is because the likelihood of the merchant completing both tasks from the one email is lower than when we send two emails with one task each.
Note to self: Look into offering incentive for completing a review (extra value, no discount). Also mention the importance of reviews for your business.
Important:
If they don't want to sign up to a maintenance and protection plan, Have them sign the liability form with list of services they are now liable for.
Let the account manager know you've completed the work and that they should send the final invoice to the merchant to be paid.
Then proceed to sent us your agreed upon invoice for the work and you will be paid by tradienet.
Thanks so much for all your work! We hope to work together again soon!
Package 2
(Still developing)
(The Supporter)
You may be looking for a website that helps to showcase your amazing workmanship while also helping your support team answer repetitive questions from your current customer base. If that's the case then package 2 was made for you.
Business tools included in this package:
As our number one focus at tradienet is to help our merchants grow their tradie business, it's only natural that package 2 includes all of package 1's features.
If you're a business that's looking to start off with package 2 from the get go then that's great!
We'll meet you where you're at to help you build for the future.
Traffic that views a process page is psychologically "shopping" and the more questions you can answer for them in their "research phase," the more likely they are to want to work with you.
This business tool answers your leads' potential question of:
"If we choose to work with this business, how does that process work?"
This tool is one we would highly recommend for every tradie business that has the budget and is looking to grow. We'll interview three of your happy customers on camera to discuss how their overall experience was with your business.
Our videography team will then professionally edit these videos to provide video content for your website that builds trust and offers value for your potential customers.
Display to your customers what guarantees your business offers (if any) so your customers can feel secure in using you as their service provider.
Let your customers know you take health and safety of both your team and customers seriously by displaying the health and safety requirements you work hard to abide by, ensuring the work you provide for your customers is safe for the foreseeable future.
Designed to elevate support debt, nurture leads and decrease your time supporting customers on the phone still in the research phase. This tool is a section of your website designated to the top 10 most common questions you get from your customers. Let them find the answers to their questions on your website, not your competitions'.
Ask merchant for top 10 questions that they get asked.
Build page.
Add to navigation.
This page is designed to give both your team and your customers easy access to your contracts and terms of trade.
Not only does this build trust with your website traffic because they can see you're legally protecting both parties, but if customers have any questions you can simply direct them to this resource.
This tool is one we would highly recommend for every tradie business that has the budget and is looking to grow. We'll build you a page for your website with before and after pictures, a descriptive write up on how each job went and your customer reviews all in one place.
Build trust and social proof by displaying your quality workmanship with a collection of jobs your business has recently completed.
You can build this page either on PageFly or on Shopify's theme builder depending on the PageFly plan the merchant would like.
This package is going to require a professional photographer to take images of the construction site. Put together a job package with a local contractor.
Broad pricing indications from CPNZ:
➔ Drone packages from $400+GST
➔ Photography packages from $550+GST
➔ Videos from $1,200+GST
➔ Combination packages are available, please contact CPNZ for pricing.
Confirm which package is needed. Possibly contact Chris and organise/build a "Portfolio package" with commission/discount which can be repeatedly sold and included in package 2 for our merchants.
In business, if you're wanting to charge the prices you know you're worth, then the old saying of "It's better to be a jack of all trades, than a master of one" definitely doesn't apply.
Let your audience know you're the experts in your trade by showcasing your hand picked list of reputable tradies you recommend when customers come looking for work you don't provide.
On the other side of the coin, it's also brilliant for networking and allows you to share the brand value that you and your partners can provide for your customers.
Add live chat support from the shopify app store.
Depending on the merchant and the platforms they are running. these are what we suggest.
App (tbc): "Facebook messenger | Live chat"
Hubspot: (hubspot chat)
Optional and only available for package 2 holders.
The application we use for this is called Sesami.
It has a partner program and it cost merchants an additional 15usd/month.
To sign up for their partner program click here.
To find their application on the app store (until we get our partner account) click here.
Partner link and account still to come.
Here at tradienet we offer website maintenance to all our merchants that need help to keep their website in check and up to date with their business as it grows.
This covers multiple areas that fall within the scope of the package you're on, eg. if you have a new service offering and would like to have it added to your website, or if you would like to have an additional picture added to a current page on your website.
Additionally, if your website is experiencing any technical difficulties then we'll jump on board to help you get them resolved.
This service isn't required, however, it's highly recommended.
Price excludes GST.
If for whatever reason you wouldn't like to sign up for tradienet maintenance then please speak to someone from our team and we'll let you know your options moving forward.
Package 3
(Still developing)
(The Qualifier)
If you're looking for a website that works to qualify your leads so that by the time they give you a call they already know they want to work with you then this is the plan for you.
Business tools included in this package:
As our number one focus at tradienet is to help our merchants grow their tradie business, it's only natural that package 3 includes all of package 1 & 2's features.
If you're a business that's looking to start off with package 3 from the get go then thats perfectly fine too!
We'll meet you where you're at to help you build for the future.
Did you know that 83% of online shoppers need support before they're comfortable selecting a service provider?
The more actions people take on your website finding the answers unique to their problem, the less likely they are are to head to your competition for a solution. This is because they now also have something to loose if the job falls through, their time invested.
This business tool works to systematically transition your traffic from people looking for answers unique to their situation to qualified leads who aren't just reaching out to get a quote, but looking to organise a time to book the job instead.
How is this possible? Because they were able to find the answers unique to their problem on your website and not your competitions'.
Jebbit questionnaire account login info:
Username: guy@tradienet.nz
Password: !!P4s5w0rD!!
- Build out questionnaire with merchant
- Create product listings for all possible outcomes
- Set up manual checkout for request a quote feature.
- Change checkout language.
- Confirm functionality.
Please note:
Additionally an alternative to jebbit is another third party application called Quizell. To see the on the app store click here. They are an additional 15USD/Month
Required monthly running costs:
Here at tradienet we offer website maintenance to all our merchants that need help to keep their website in check and up to date with their business as it grows.
This covers multiple areas that fall within the scope of the package you're on, eg. if you have a new service offering and would like to have it added to your website, or if you would like to have an additional picture added to a current page on your website.
Additionally, if your website is experiencing any technical difficulties then we'll jump on board to help you get them resolved.
This service isn't required, however, it's highly recommended.
Price excludes GST.
If for whatever reason you wouldn't like to sign up for tradienet maintenance then please speak to someone from our team and we'll let you know your options moving forward.
Package 4
(Still developing)
(The Qualifier)
If you're looking for a website that works to qualify your leads so that by the time they give you a call they already know they want to work with you then this is the plan for you.
Business tools included in this package:
As our number one focus at tradienet is to help our merchants grow their tradie business, it's only natural that package 3 includes all of package 1 & 2's features.
If you're a business that's looking to start off with package 3 from the get go then thats perfectly fine too!
We'll meet you where you're at to help you build for the future.
Did you know that 83% of online shoppers need support before they're comfortable selecting a service provider?
The more actions people take on your website finding the answers unique to their problem, the less likely they are are to head to your competition for a solution. This is because they now also have something to loose if the job falls through, their time invested.
This business tool works to systematically transition your traffic from people looking for answers unique to their situation to qualified leads who aren't just reaching out to get a quote, but looking to organise a time to book the job instead.
How is this possible? Because they were able to find the answers unique to their problem on your website and not your competitions'.
Jebbit questionnaire account login info:
Username: guy@tradienet.nz
Password: !!P4s5w0rD!!
- Build out questionnaire with merchant
- Create product listings for all possible outcomes
- Set up manual checkout for request a quote feature.
- Change checkout language.
- Confirm functionality.
Please note:
Additionally an alternative to jebbit is another third party application called Quizell. To see the on the app store click here. They are an additional 15USD/Month
Required monthly running costs:
Here at tradienet we offer website maintenance to all our merchants that need help to keep their website in check and up to date with their business as it grows.
This covers multiple areas that fall within the scope of the package you're on, eg. if you have a new service offering and would like to have it added to your website, or if you would like to have an additional picture added to a current page on your website.
Additionally, if your website is experiencing any technical difficulties then we'll jump on board to help you get them resolved.
This service isn't required, however, it's highly recommended.
Price excludes GST.
If for whatever reason you wouldn't like to sign up for tradienet maintenance then please speak to someone from our team and we'll let you know your options moving forward.
Additional one-off service offerings:
LOGO DESIGN
$495 NZD
Are you starting fresh and looking for a professional logo to hit the ground running, or do you have a logo for your business already, but want an upgrade? Either way, if you're after a logo then we've got you covered!
BRAND PYRAMID
$595 NZD
If you have one of these then that's great, we'll use it as one of the templates to build your website!
However, if you don't yet have a document explaining your Minimum Viable Brand (MVB), then we'll set you up with your own brand pyramid so you can have direction when niching down and providing value for your target audience.
Looking for something a bit more bespoke?
Sure thing! Feel free to reach out to us to discuss this further and we can put together a website for you that's completely unique!
The migration package:
This package is for our merchants looking to move their current website to tradienet and Shopify for us to re-design and/or rebuild.
As the scope of work required is based on the size of your current website, we are unable to give you a price estimate on screen. However, if you're looking to have a few of our tools added, or you're simply looking for a fresh start then please reach out and we can discuss this process further.