This is managed by the development manager.  

This is the first time the prospect has human contact with tradienet.

The goal of this is to book an intro call for the  following week.

The script is located in business Notion files. 

Call should last no longer than 3 minutes.

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 or an initial cold call.

You want to call the prospect via phone through hubspot at their booked time and introduce yourself. Or if they're local to you may have organised a face to face meeting at a local pub or cafe of their choosing (peferrable).

In the intro meeting 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 (their interest in your services)
- 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)
- Goal (Discovery meeting)
- Brand pyramid (Free value + Lead magnet).

Scope questions:

1) What problem(s) is your business currently facing that you would like your website and online presence to solve?

2) What does your unicorn website look like? What would it do, How would that affect the way you run your business?

3) 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.

4) Speak about the tradienet process.

5) 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.

6) 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, Would you be free early or later next week to sit down and get that started?"
(Again, being the  guide)

Continued: "Great, lets do Thursday then. Morning or afternoon?"... etc etc.

IF) after the call is complete and they have shown interest and would like to book a Discovery meeting, but didnt book a time on the phone (the goal), then:

"No worries, 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." 

please then 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) 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 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.

At tradienet we don't start design work on a project until we've received the initial 50% deposit. 

Put together the contract and proposal (including timeline, scope and payment terms) and send in an email to the prospect to make their initial payment (including payment link).

Confirm with the development manager this deposit has been received before proceeding to next steps. 

Old and unneeded contract templates are in your email inbox (are they?). 

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).

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. 

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).

Before you begin do some keyword research on what services the merchant should target to get the best results.

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. 

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. 

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 of the website and add the accurate meta information.

Add merchant UTM links:
Please take a quick skim through this article to learn how to create and track UTM links: https://blog.hubspot.com/marketing/what-are-utm-tracking-codes-htYou can build your UTM links using Google's tools at this URL: https://ga-dev-tools.google/ga4/campaign-url-builder/After that, please provide us with new UTM prefix links. After we add the UTM links to the PageFly blog, you can track the number of users that click on your link on the PageFly blog.

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. 

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. 

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!

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.

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 

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