1 - Set up a new client in SEM Rush
Jennifer DeRosa
|
51 steps
|
15 minutes
Semrush
Actabeauty
Petalandhive
Amazon-Adsystem
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Navigate to [https://www.semrush.com/projects/](https://www.semrush.com/projects/)
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Click "Agency Solutions"
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Click "CRM"
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Click "Add new client"
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Copy and paste the client name from the onboarding form
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Add the logo from the client intake form
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Copy and paste the website URL here
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Click "Customer"
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Click "Active"
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Choose the industry best you can. If this is an online store, choose "Retail Sales"
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Click "United States"
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Add the city from the intake form
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Add the contact's name from the intake form
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Add the email address for our contact from the intake form
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Add the job title from the client intake form
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Add the phone number
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Type "+1"
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"Enter any necessary details" that may be pertinant
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Click "Add client"
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Click "Add projects"
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Click "Create new project"
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Add the domain from the client intake form and then add in a Project Name
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Click "Create project"
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Click "Set up project tools"
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Click "Set up" Position Tracking
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Click the "Enter country, city, street or ZIP code" field. Make sure that if this is a local business you choose the area they service. If this is a national firm, then choose US - use the option from the client intake form.
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Click the "Enter full business name" field. Use this form here to find the exact name: <https://www.brightlocal.com/free-local-seo-tools/google-id-and-review-link-generator/>
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Click "Continue To Keywords"
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Uncheck this box to send weekly rankings
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Click "Add keywords to campaign" from the list provided on the client intake form
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Click "Start Tracking"
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Click "Back to dashboard"
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Click "Set up" under Site Audit
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Uncheck send an email every time an audit is complete
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Click "Start Site Audit"
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Click "Projects"
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Click "Set up" the On Page SEO Checker
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Set the target location from the client intake form
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Click "Continue"
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Look through this list and delete any that seem irrelevant
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Click "Manually"
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Add the home page if that was not picked up automatically and any other pages, and add the keywords from the client intake form
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Click "Add Page"
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Click the "Enter keyword" field.
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Click "Add Page"
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keep doing this to enter all of the keywords
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Click "Collect ideas"
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Click "Projects"
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Find this project
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Click "Set up" under Backlink Audit
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Chose the root domain and Click "Start Backlink Audit"
