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New Website Setup Instructions

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New Website Setup Instructions

New Website Setup Instructions

1

Basic Setup of New Website (Fresh Wordpress Install)

2

SEO Setup + Final Steps

3

Client Follow Up Automation Checklist

Basic Setup of New Website (Fresh WordPress Install)

Things to check first

1

Check if Client has email accounts linked to the domain name
2

Setup Email Accounts (If yes) This is PRIORITY
3

How long is the domain registered for?

Is the Domain name currently in use? If NO continue below - If YES please skip to step 3.

Does the Client have a an email server setup? e.g Gmail or Microsoft 365

1

Login to the Domain Name Registrar Account for e.g Crazy Doamins
2

Change name servers to point to Pixler Server (See Below)
3

Ensure email accounts are setup

1

Login to Cpanel Account
2

Install WordPress
3

Change MX records if needed (Email Accounts)

WordPress Theme Setup Steps

1

Login to WordPress /wp-admin/
2

Delete All Plugins, Pages, Posts
3

Install Theme & Demo Content if required

1

Follow the theme setup instructions (If needed)
2

Change permalinks under settings to (post type
3

Change Username & Password of admin and SAVE on file

Install SSL Certificate (Cloundflare)- HTTPS

1

Visit Cloudflare
2

Add New Domain
3

Login to Domain Registrar and change Name Servers (Supplied by Cloudflare)

1

Make sure Cloudflare has connected to the domain
2

Visit SSL Tab and create new origin certificate
3

Login to Domain Registrar and change Name Servers

1

Make sure Cloudflare has connected to the domain
2

Visit SSL Tab and create new origin certificate
3

Login to Domain Registrar and change Name Servers

Part 2 SSL Setup

1

Login to Cpanel Account
2

Go to SSL/TSL tab
3

Click generate new CSR

1

Enter the details of the domain name
2

Copy the CSR and paste it into Cloudflare
3

Copy Origin Certificate

1

Go to Cpanel and click SSL/TSL
2

Click upload new Certificate
3

Enter the BUNDLE Certificate found here: https://support.cloudflare.com/hc/en-us/articles/218689638-What-are-the-root-certificate-authorities-CAs-used-with-Cloudflare-Origin-CA-
4

It will take 5-12 hours to activate

Part 3 SSL Setup

1

Login to wordpress
2

Click settings / general
3

Change domain from http to https
4

You are DONE

MUST Have Plugins to Install

1

SEO Yoast
2

Wordfence
3

Jetpack - Turn OFF the SEO Settings - Login username: smilewebsolutions pw: dproctor03
4

WP Rocket - Caching
5

User Roles

SEO Setup + Final Steps

Submit to Google + SEO Yoast

1

Google Submit to google and make sure to enter the domain name
2

Create Google Business Listing
3

Ensure YOAST Plugin is setup correctly us keywords

Client Follow Up Automation Checklist

Xero Accounting

1

Setup Annual Hosting + SSL Invoice

Pipe Drive

1

Mark Off as DONE
2

Add all passwords to Pipedrive - Except WordPress

Monthly Maintenance Setup (If required)

1

Setup Xero Invoice
2

Setup Nab Transact

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