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Online Presence & Tools Checklist

Website Setup

  • Secure a domain name: Choose a professional, brandable URL (e.g., `.com`).
  • Choose a hosting provider: Reliable options like SiteGround, Bluehost, or Shopify (for e-commerce).
  • Build your website:
  • Use platforms like WordPress, Wix, or Squarespace.
  • Ensure mobile responsiveness.
  • Add essential pages: Home, About, Contact, Products/Services, Blog (optional).
  • Install SSL certificate: Enable HTTPS (for security and SEO).

Branding & Content

  • Create a professional email: Use your domain (e.g., `you@yourbusiness.com`).
  • Design a logo/brand assets: Use Canva or hire a designer.
  • Write clear website copy: Highlight your value proposition and calls-to-action (CTAs).
  • Add legal pages: Privacy Policy, Terms of Service, and Cookie Policy (use templates if needed).

Social Media & Listings

  • Claim business profiles:
  • Facebook Business Page
  • Instagram Business Account
  • LinkedIn Company Page
  • TikTok (if relevant)
  • Set up Google My Business: For local SEO (critical for brick-and-mortar).
  • Consistent branding: Use the same logo, colors, and bio across platforms.

Essential Business Tools

  • Email marketing: Tools like Mailchimp or Klaviyo for newsletters.
  • Customer Relationship Management (CRM): HubSpot, Zoho, or Salesforce.
  • Scheduling/booking: Calendly, Acuity, or Square Appointments.
  • Payment processing: PayPal, Stripe, or Square.

Cybersecurity Basics

  • Strong passwords: Use a password manager (e.g., LastPass, 1Password).
  • Two-factor authentication (2FA): Enable on all accounts (email, social media, banking).
  • Regular backups: Automate website/data backups (via hosting provider or tools like UpdraftPlus).
  • Antivirus software: Install on all devices (e.g., Norton, Bitdefender).

Analytics & SEO

  • Install Google Analytics: Track website traffic and user behavior.
  • Set up Google Search Console: Monitor SEO performance.
  • Basic SEO optimization:
  • Keyword research (Ubersuggest, AnswerThePublic).
  • Optimize meta titles/descriptions.
  • Add alt text to images.

E-Commerce (If Applicable)

  • Choose a platform: Shopify, WooCommerce, or Etsy.
  • Secure payment gateways: PCI-compliant options (Stripe, Square).
  • Shipping/tax setup: Integrate tools like ShipStation or TaxJar.

Maintenance & Updates

  • Update software: Regularly patch CMS, plugins, and themes.
  • Monitor uptime: Use tools like UptimeRobot.
  • Review security: Annual cybersecurity audit (check for vulnerabilities).

Bonus Tips

  • Free tools: Google Workspace (email/docs), Canva (design), Trello (project management).
  • Automate repetitive tasks: Zapier or IFTTT for workflows.
  • Train your team: Basic cybersecurity best practices (phishing awareness).
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