Category: Legacy How-To’s
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Domain and Hosting Email Template
Initial domain renewal email template Hi ????, I hope you are well. I am emailing you in regard to your domain name ????????? as it is due to expire on ????????. There are several options when it comes to renewing your domain name but for peace of mind, we recommend renewing your .co.uk domain for…
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Day to Day Admin Tasks
Complete the bank rec for all bank/credit card accounts each day Make sure all bills/invoices have been put on Xero by the end of the month for Kamal Attach all invoices/receipts for any spent money to the bank rec and also add them to the purchase invoice folder in one drive Make a note of…
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CONTENT – How To – Newsletters
CONTENT – How To – Newsletters Purpose of this SQ How To: To provide guidance on the process of delivering a Newsletter ‘mailshot’ from initiation to reporting. Applicable to: Account Managers, Project Managers, Content Team, Reporting Customers: All Timescale: 2hrs (guess – RC) Introduction Newsletters are predominantly features of Platinum or Gold Retainers, here follows…
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How To – Accelo HTML5 Banners
This guide will provide you with step by step instructions on the HTML5 Banner process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. AM – Submits HTML5 ticket and completes initial information request DM PM – Review the requested HTML5 Banner ticket to check it has the required…
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How To – Request HTML5 Banners
When do we raise an HTML5 Banners Ticket? An account manager raises a HTML5 Banner ticket when they need a new or refresh of HTML5 banners for an active PPC campaign. The AM will either suggest this work themselves or be prompted from their project team to make the request. How do we raise an HTML5 Banners…
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How To – Accelo: DM Onboarding (WIP)
This guide will provide you with step by step instructions on the DM Onboarding in Accelo. The steps will be in the format of role/which department the step is for followed by the details. UNKNOWN – Create a new project with the following details. Project Name: DM Onboarding – COMPANY NAME Company: Search and…
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SEO – How To – SEO Training Pack
SEO – How To – SEO Training Pack Purpose of this SQ How To: Training material for doing SEO “the SQ way”. Applicable to: SEO Executives Customers: All Timescale: Perhaps 2 hrs to read and several weeks to develop increased understanding through daily work Welcome The aim of this training document is to provide…
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SEO – How to – SEO Jargon Buster
SEO – How to – SEO Jargon Buster Purpose of this SQ How To: To claer up what many SEO terms mean. Applicable to: SEO Executives Customers: All Timescale: NA # 404 – An error message when a page cannot be found on a website. 301 Redirect – A permanent redirect from one URL to another…
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GENERAL – How To – Add Login Details To LastPass – Best Practices
GENERAL – How To – Add Login Details To LastPass – Best Practices Purpose of this SQ How To: This Guide clarifies LastPass best practices for adding login details. Applicable to: All Customers: NA Timescale: 10 minutes Option 1 Click the LastPass extension to open the LastPass navigation drop down. Click ‘Sites’ and then…
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Reporting – How to – Reporting Write-ups
Reporting – How to – Reporting Write-ups Purpose of this How To Guide: Specifics and detail of logging reports write-ups in Accelo. Applicable to: All departments reporting on work. Customers: Any with Monthly Contracts Timescale: Completion of Tasks. Introduction When completing a task or writing an activity in Accelo that you intend for the customer to…
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PPC – How To – Create a Google Ads Campaign
PPC – How To – Create a Google Ads Campaign Purpose of this SQ How To: To understand how to create new campaigns in Google Ads, regardless of campaign type, and how to ensure good account structure to benefit optimisation and performance. Applicable to: Social and Paid Media Customers: All Timescale: No set timeframe, applicable…
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SEO – How to – Check the Implementation of an SSL
SEO – How to – Check the Implementation of an SSL Purpose of this SQ How To: To ensure the website is fully set up from an SEO p.o.v. for a transfer from http to https, also known as an SSL transfer or installation. Applicable to: SEO Executives Customers: All Timescale: This should take approximately…
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Reporting – How to – New Reporting Mechanisms
Reporting – How to – New Reporting Mechanisms Purpose of this How To Guide: A guide to the mechanism for getting executive reporting write-ups into the client reports. Applicable to: Leads, Account Managers, SEO and Content Executives, Reporting staff Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to,…
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SEO – How To – Write Onsite Content
SEO – How To – Write Onsite Content Purpose of this How To Guide: This guide aims to highlight how you go about writing relevant, unique onsite content that reinforces keywords, helps rankings, and creates clear signals for Google in terms of what the page is focusing on. Applicable to: Account Managers and Leads Customers:…
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SEO – How To – Trend Research
SEO – How To – Trend Research Purpose of this How To Guide: To show when and how to create slideshows for social media using Adobe Spark. Applicable to: SEO Executives Customers: All Timescale: 1 – 2 hrs, the more time we have the more terms we can research Introduction Trend Research helps to create…
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PPC – How To – Reporting – PPC Analysis
PPC – How To – Reporting – PPC Analysis Purpose of this How To Guide: Know the way we report work done and results achieved to customers. Applicable to: Social, Paid Media, Account Managers Customers: All Timescale: Same day as task in schedule Introduction As a Paid Media Executive, you are expected to provide written…
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SEO – How to – Conduct & Implement Keyword Research
SEO – How to – Conduct & Implement Keyword Research Purpose of this How To Guide: To successfully conduct keyword research for clients and incorporate it into a keyword plan which will then be implemented after approval. Applicable to: SEO Executive Customers: All Timescale: This should take approximately 5 hours to complete including implementation. Typically…
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SEO – How to – Address Keyword Drops
SEO – How to – Address Keyword Drops Purpose of this How To Guide: To address keyword drops by analysing the issue and making the necessary alterations to assist in recovering ranking positions Applicable to: SEO Executives Customers: All Timescale: This should take approximately 1 hour – 2 hours depending on the number / severity…
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SEO – How To – Install Google Tag Manager and Conversion Tracking
SEO – How To – Install Google Tag Manager and Conversion Tracking Purpose of this How To Guide: To understand why conversion tracking is needed, and how to implement and test it Applicable to: Social and Paid Media, SEO, Leads (Please note this Guide sits between SEO and PPC) Customers: All Timescale: No set timeframe,…
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GENERAL – How To – Book Annual Leave
GENERAL – How To – Book Annual Leave Purpose of this How To Guide: To explain our process for booking Annual Leave at SQ Digital Applicable to: All Customers: NA Timescale: Line Managers discretion, minimum of 1 weeks’ notice required. Introduction Any questions about your Annual Leave allowance, or any other employment matters can be…
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How To: Quest – Manager
Introduction This document will show you how view your employees’ information and approve holiday requests. Manager Options If you are a Line Manager and have direct reports, you will have additional features when you login to Quest. The additional options of EMS Dashboard, Authorisations, Planner and AdminLite will be available when logged into Quest as…
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How To: Quest – Employee
Introduction This How To will show you how to correctly login, view and amend your employee details. You will also learn how to record your absences on the system. Setting Up Your Account You will receive the above email asking you to sign into your account. Click on the SIGN IN TO YOUR ACCOUNT link…
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SEO – How to – 301 Redirects
SEO – How to – 301 Redirects Purpose of this How To Guide: To implement 301 redirects in order to resolve any 404 errors. Applicable to: SEO Executives Customers: All Timescale: Dependant on amount of 404s and CMS Introduction When crawling a website, Google spiders must have a clear path to follow. So, if…
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SEO – How to – Conduct a Competitor Analysis
SEO – How to – Conduct a Competitor Analysis Purpose of this How To Guide: To successfully conduct a competitor analysis for our clients and incorporate the knowledge gained into our marketing strategy to help the client perform better than their competitors. Applicable to: SEO Executives Customers: All Timescale: 2+ hours for 5 competitors, the…
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PROJECT TEAM – How to – Schedule Planning Pods
PROJECT TEAM – How to – Schedule Planning Pods Purpose of this How To Guide: To clarify how Planning Pods are scheduled (in a time efficient manner). Applicable to: Project Managers Customers: Silver Customers Timescale: It takes around 20 minutes to schedule a complete Planning Pod (of around 4 individual Silver Customers) Introduction Silver…
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How To – Accelo: Silver Campaign Planning
This guide will provide you with step by step instructions on Silver Campaign Planning in Accelo. Please note that this Guide refers to 2 documents (Silver Campaign Planning Meeting Prep Form, and Silver Campaign Plan Form). Both are found with that individual Customer’s Digital Assets folder on OneDrive (in the Work Plans folder). The URL for…
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PROJECT TEAM – How to – Prep for a SILVER Campaign Planning Meeting (CPM)
PROJECT TEAM – How to – Prep for a SILVER Campaign Planning Meeting (CPM) Purpose of this How To Guide: To ensure Account Managers, SEO, PPC and Content Executives involved in the planning of a silver campaign plan know what information they are expected to bring to the campaign planning meeting. Applicable to: Account Managers, SEO…
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PROJECT TEAM – How to – Hold a SILVER Campaign Planning Meeting
PROJECT TEAM – How to – Hold a SILVER Campaign Planning Meeting Purpose of this How To Guide: To ensure all the colleagues know the purpose of the campaign planning meeting and what is expected of them prior, during and after the meeting. Applicable to: Lead Digital Marketing Executive Customers: Silver Customers Timescale: Silver Campaign planning…
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SEO – How To – Carry Out a Backlink Audit & Disavow
Purpose of this SQ How To: To provide a framework and checklist for backlink audits that are being carried out with a view to judging the health of a customer’s link profile. Owner: Senior SEO Executive Applicable to: SEO Executives Customers: All Timescales: 2+ hours Introduction When a domain’s rankings drop, it is common practice to investigate their…
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How To – Accelo: New Opportunity
This guide will provide you with step by step instructions on the New Opportunity process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Upon receiving a new opportunity gather all the client contact and company details SALES – Now create…
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How To – Accelo: Silver Proofing & Quality Control
This guide will provide you with step by step instructions on the Silver Proofing & Quality Control in Accelo. The steps will be in the format of role/which department the step is for followed by the details. PM – Assigns task to Primary Writer. Primary Writer – Reads task description & writes the article. Primary Writer – Proofs article & makes changes. Primary Writer…
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SQ How to: Proofread & Quality Control
Purpose of this SQ How To: Provide a guide to proofreading and quality control. Owner: Project Manager Applicable to: Proofreader/Quality Control Customers: All Timescales: Within 24 hours of receiving a piece of content (unless otherwise specified) Introduction All content should be sent through quality control before going to the customer or being uploaded. Content written by a “Secondary Writer” for Platinum customers will…
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How To – Accelo: Platinum Proofing & Quality Control
This guide will provide you with step by step instructions on the Platinum Proofing & Quality Control in Accelo. The steps will be in the format of role/which department the step is for followed by the details. PM – Assigns task to Primary Writer. Primary Writer – Reads task description, reviews their schedule and decides if they will write the task or their Secondary…
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GENERAL – How To – Accelo schedule management & timekeeping
Purpose of this SQ How To: Inform people of how to maintain their Accelo schedule & timekeeping daily, in line with SQ Digital best practices Applicable to: Digital Marketing Timescale: Performed daily Introduction As an Accelo user, you are expected to maintain your schedule, keep tasks up to date & log time. These practices help SQ Digital keep…
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PROJECT TEAM – How to – Platinum Accelo Entry
PROJECT TEAM – How to – Accelo Entry (Platinum) Purpose of this How To Guide: This How To Guide describes how to perform the Task called “Planning – Accelo Entry“. This is required for every Platinum Customer every Interval. Applicable to: PMs (Project Managers) Customers: Platinum (and at time of writing some higher Gold) Customers…
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HR – How To – Recruitment
HR – How To – Recruitment Purpose of this How To Guide: To clarify the SQ Digital Recruitment Process. Applicable to: HR and All other Depts Customers: NA Timescale: Recruitment will usually take from 2 weeks to 6 months This How To Guide compliments this Process Flow Chart. The Recruitment process described below makes…
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SEO – How to – SEO Transfer
SEO – How to – SEO Transfer Purpose of this How To Guide: To provide a framework and checklist for SEO Transfers. Applicable to: SEO Executives Customers: All Timescale: Dependent on the size of the website Introduction An SEO transfer is required at the end of a website being re-developed, and prior to it…
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SEO – How to – SEO Report Review – NEEDS REVIEW
SEO – How to – SEO Report Review Purpose of this How To Guide: To provide a guide for the SEO Report Review process. Applicable to: SEO Executives Customers: All Timescale: 5 mins Currently PRIVATE because process has changed and these Review Tasks have been removed. If this changes back then we can remove this…
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SEO – How to – SEO and Content Pool
SEO – How to – SEO and Content Pool Purpose of this How To Guide: To ensure all SEOs Executives know what the SEO / Content Pool is when planning for a new interval, and tips on how best to utilise the budget provided. Applicable to: SEO Executives Customers: Bronze, Silver, Gold Timescale: N/A Introduction…
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SEO – How To – Page Optimization
SEO – How To – Page Optimization Purpose of this How To Guide: To ensure all SEO Executives know what is expected of them when conducting on-page optimization. Applicable to: SEO Executives Customers: All Timescale: Time may vary depending on what has already been done / what needs implementing. Introduction Technical on-page SEO is one…
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SEO – How To – Google My Business Monitoring
SEO – How To – Google My Business Monitoring Purpose of this How To Guide: To ensure that localised search is optimised, and in a consistent fashion to the onsite optimisation. Applicable to: SEO Executives Customers: All Timescale: Time may vary depending on what has already been done / what needs implementing. Things to Consider…
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SEO – How To – SEO Induction for New Starters
SEO – How To – SEO Induction for New Starters Purpose of this How To Guide: To familiarise a new starter with what SEO does, why it’s important, what platforms we use to perform our tasks and clarify some of the technical language we use. Applicable to: All new starters, especially non-SEO department staff Customers: All…
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SEO – How to – Implement Schema markup on client sites
SEO – How to – Implement Schema markup on client sites Purpose of this How To Guide: To ensure all SEOs Executives know the process for implementing Schema markup and best practices both in terms of SQDigital specifics and Schema markup in general. Applicable to: SEO Executives Customers: Any clients whose website has been built by SQDigital…
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SEO – Blog Optimization and Blog Management
SEO – Blog Optimization and Blog Management Purpose of this How To Guide: To ensure that all the relevant pages are optimised to attract traffic and rank. Applicable to: SEO Executives, Content Executives Customers: All Timescale: The most efficient way to perform this task is while the blog is being uploaded to be published, but in…
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PROJECT TEAM – How to – Report QC
PROJECT TEAM – How to – Report QC Purpose of this How To Guide: This How To is a short description of what needs to be considered when performing Quality Control (QC) on a report. Applicable to: PMs (Project Managers) Customers: Platinum & Gold full report customers Timescale: A 10 to 20 minute task that occurs…
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GENERAL – How to – Meeting Prep
GENERAL – How to – Meeting Prep Purpose of this How To Guide: How to execute the (PM) Task called ‘Planning – Meeting Prep’ Applicable to: PMs (Project Managers) Customers: Platinums Timescale: Interval commence – 10 minute task. Introduction When a new interval fires for a customer who has a Campaign Planning meeting or…
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GENERAL – How to – Meeting Best Practice
GENERAL – How to – Meeting Best Practice Purpose of this How To Guide: A guide of SQ Digital best practices for holding a meeting. Applicable to: All Customers: All Timescale: Usually 15 minutes to 2 hours Introduction In this How To we run through some SQ Digital best practices for holding & attending meetings.…
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PROJECT TEAM – How To – Close an MC Interval
PROJECT TEAM – How To – Close an MC Interval Purpose of this How To Guide: To inform Project Managers and Leads how to check and close Intervals in Accelo. Applicable to: Project Managers, Leads and other MC Managers Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to, expire.…
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PROJECT TEAM – How to – Check an Interval
PROJECT TEAM – How to – Check an Interval Purpose of this How To Guide: Following this guide will let anybody check intervals (IE perform Project Manager interval checks). Applicable to: All Customers: All Timescale: Check Every Interval roughly every 2 days Introduction Project Managers check intervals every day. Duncan checks with a systematic method that…
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PROJECT TEAM – How to – Report Nearly Due
PROJECT TEAM – How to – Report Nearly Due Purpose of this How To Guide: To demonstrate how to make a new report for a new interval, run pre-report data on Ninja Cat and completing the ‘Report Nearly Due’ task. Applicable to: Project Team Customers: All Timescale: The Report Nearly Due task is due 4-5 days…
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PPC – How To – Send a Google or Bing Invoice
PPC – How To – Send a Google or Bing Invoice Purpose of this How To Guide: Know the way we send Google or Bing advertising invoices to our clients Applicable to: Social and Paid Customers: All who advertise on Google or Bing Ads Timescale: Same day as requested Introduction Some of the clients that…
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PPC – How To – Facebook Paid Media Advertising
PPC – How To – Facebook Paid Media Advertising Purpose of this SQ How To: Know what action to take when you have a “Facebook Paid Advertising” task in your Accelo Schedule Applicable to: Social and Paid Customers: All who advertise on Facebook/Social Media Timescale: 1 or 2 hours Summary Sometimes you may have a…
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PPC – How to Contact A Customer
PPC – How to Contact A Customer Purpose of this SQ How To: Know the way we contact Social & Paid Media customers over different channels. Applicable to: Social and Paid Customers: All Timescale: No set timeframe, applicable when customer contact is needed. Introduction You may be required to contact a customer for a specific…
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OUTREACH – How to – Write and Distribute a Press Release
OUTREACH – How to – Write and Distribute a Press Release Purpose of this SQ How To: Explain the process of writing and distributing a press release for any customer. Applicable to: Lead Outreach & PR Exec. Content Team are beginning to do this too. Customers: Any who have a newsworthy event/story to tell Timescale: Several hours…
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OUTREACH – How to – Outreach
OUTREACH – How to – Outreach Purpose of this SQ How To: To ensure all the colleagues know how to run an outreach campaign from start to finish Applicable to: Lead Outreach & PR Exec. Content Team are beginning to do this too. Customers: All Timescale: Up to 1 day Introduction The purpose of outreach is…
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PROJECT TEAM – Infographic Admin & Production
PROJECT TEAM – Infographic Admin & Production Purpose of this SQ How To: To explain our SQ Digital’s standardised process for producing an Infographic. Applicable to: All Customers: Any who have Infographics planned Timescale: This procedure lasts a minimum of 1 week Introduction A campaign plan will outline if an Infographic needs producing, and the first…
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GENERAL – How to – Request Process Changes
GENERAL – How to – Request Process Changes Purpose of this SQ How To: To ensure all the colleagues know how to request changes to version locked documents that outline company processes and best practices. Applicable to: All Customers: All Timescale: Dependant on size of requested change. Major changes that will impact multiple departments will require…
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GENERAL – How To – Handover to a Colleague
GENERAL – How To – Handover to a Colleague Purpose of this SQ How To: This ‘How To’ will give clarity over the types of things that may be handed over within SQ Digital and how each handover should be carried out. Applicable to: All Customers: All Timescale: Up to 1 Hour Introduction There…
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GENERAL – How To – Cover Absence
GENERAL – How To – Cover Absence Purpose of this SQ How To: Ensure responsibilities are covered effectively when an individual has a planned or unplanned absence. Applicable to: All (Especially Leads and Managers) Customers: All Timescale: Potentially several hours to organise. Implementation will extend for the duration of the absence. Introduction Ensuring that…
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CONTENT – How To – Proofreading
CONTENT – How To – Proofreading Purpose of this SQ How To: This guide is meant to explain the proofreading process when it comes to Content for Silver and Gold clients. Applicable to: Content Team Customers: All Timescale: 30 minutes per blog (1000 words) Introduction This document aims to help explain the proofreading process on…
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CONTENT – How To – Custom Images
CONTENT – How To – Custom Images Purpose of this SQ How To: This is the how-to guide explaining the process of requesting custom images from the internal design department. Applicable to: Content Team Customers: Platinum/Silver Timescale: 10-15 minutes Introduction Custom Images are the banners or imagery which accompany blogs. This how-to guide will explain…
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CONTENT – How To – Copify Admin
CONTENT – How To – Copify Admin Purpose of this SQ How To: This is a guide for completing Copify Admin in a monthly interval. Applicable to: Content Team Customers: All Timescale: Within 1 Interval Introduction Copify Admin is carried out on an ad hoc basis when the content team requires some assistance to ensure work is…
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CONTENT – How To – Blog Management
CONTENT – How To – Blog Management Purpose of this SQ How To: This how-to guide explains how to carry out blog management within the CMS for a client. Applicable to: Content Team Customers: All Timescale: Dependant on amount of time dedicated to the task. Usually ranges from 30 minutes to up to 2 hours. Introduction…
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CONTENT – How To Write A Blog
CONTENT – How To Write A Blog Purpose of this SQ How To: This is a guide for researching, writing and publishing a blog. Applicable to: Content Marketing Team Customers: All Timescale: 2 hrs to write; Proof and QC by Due Date. Introduction Blogs are at the heart of our content marketing activities. They can…
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How To – Accelo: D&D Ad Hoc Work
This guide will provide you with step by step instructions on the D&D Ad Hoc Work process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. D&D PM – Review the requested D&D Ad Hoc Work ticket to check it has the required details D&D…
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How to – Request: D&D Ad Hoc Work
When do we raise a D&D Ad Hoc Work Ticket? The Account Manager is responsible for creating D&D Ad Hoc Work Tickets. Any requests by other departments are to be sent to the Account Manager via a Note on the Customers account in Accelo. The Account Manager will then authorise the work and convert it…
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CONTENT – How To – Plan Next Interval
CONTENT – How To – Plan Next Interval & Planning Pods This document explains how to plan the next interval’s work for a client. Applicable to: Content Team (and other Exec’s if Customer does not receive Content) Customers: Silver Timescale: 10-15 minutes Introduction Plan a client’s monthly Digital Marketing strategy, which will require…
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How To – Accelo: New Website
This guide will provide you with step by step instructions on the Technical Support in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Create new sale with “New Website” as type SALES – Qualify lead and then change progression to “Lead Qualified”…
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GENERAL – How To – Nominate a colleague for a Thanks Very Much Award
GENERAL – How To – Nominate a colleague for a Thanks Very Much Award Purpose of this SQ How To: To ensure that all colleagues know how, when and what information is needed to nominate a colleague for a ‘Thanks very much award’ Applicable to: All Customers: All Timescale: 5 min Introduction SQ Digital…
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How to – SEO Health Check & Campaign Planning Meeting Prep
SEO – How to – Health Check & Campaign Planning Meeting Prep for Platinums
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Sale Proposals Guide (Temp)
Sales Proposal – DM Contribution Requests The Digital Marketing department is always happy to contribute and help with sales proposals, but there is a lot of research that goes into DM suggestions and so the research and delivery of them needs to be scheduled in appropriately, so we can still cater to our current customers…
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How To – Accelo: Technical Support
This guide will provide you with step by step instructions on the Technical Support in Accelo. The steps will be in the format of role/which department the step is for followed by the details. D&D PM – Review the requested technical support ticket to check it has the required details D&D PM – Accept…
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How to – Request: Technical Support
When do we raise a Technical Support Ticket? Any technical support query (defined below) needs to be raised through a ticket. In the first instance, we take down details of the issue and submit a ticket, letting the Customer know that a member of our Technical Support team will get back to them shortly once…