Bay Point Contracting

Your Onboarding Progress

We’re guiding your business through every onboarding step—from systems and integrations to marketing, SEO, and launch readiness.

14%
11 of 79 onboarding tasks completed
Configure EZMS
Upcoming
Communication Center Services
In Progress
Sales Center Services
Upcoming
Marketing Center Services and campaigns
Upcoming
Complete SEO Setup
Upcoming
Post launch.
Upcoming

Completed for You

    11 tasks completed

    In Progress

    • Communication Center Services
    4 tasks in progress

    Coming Next

    • Configure EZMS
    • Sales Center Services
    • Marketing Center Services and campaigns
    • Complete SEO Setup
    • Post launch.
    64 tasks ahead

    Value Delivered So Far

    Real business outcomes already achieved through your completed onboarding work.

    Sales & Marketing Automation Active

    Pipelines, automations, ad campaigns, social connections, and reactivation workflows running.

    Core Systems Connected

    EZMS subaccount, client checklists, dashboards, and platform access fully configured.

    Onboarding Kickoff Complete

    Initial meeting held and shared progress tracking enabled for the client.

    AI Communication & Reputation Live

    Chatbot, voice assistant, FAQ knowledgebase, texting, and reputation tools are operational.

    Communication Center Services · 2/6
    • Setup knowelegebase
    • Setup Voice AI Assistant
    • Setup conversation AI
    • Add AI chatbot to website.
    • Setup reputation management
    • Onboarding and showcase meeting
    Configure EZMS · 7/8
    • Initial Requests and custom welcome email
    • Client's Checklist for Onboarding
    • Confirm subaccount
    • Update business profile on EZMS
    • Disable or enable products on EZMS agency view according to offer
    • Update custom values on EZMS if necessary
    • Create dashboard to show progress
    • Social media accounts connected to EZMS
    Sales Center Services · 0/6
    • Configuring Email Subdomain for Good Sending Practices
    • Setup Calendar or form services
    • Setup opportunity piplelines and workflows if necessary
    • Create one automation for each stage in the sales pipeline
    • Set up documents and contracts if necessary
    • Set up payments and products if necessary
    Marketing Center Services and campaigns · 2/6
    • Connect Social media accounts ezms
    • Create year long reactivation campaign if necessary
    • Create a one-time reactivation campaign for old customers if applicable
    • Create Google Ad campaigns
    • Create fb ads campaigns
    • Warm up text messages with a trigger after calls
    Complete SEO Setup · 0/50
    • 1. SEO Onboarding & Access
    • 2. SEO GBP Optimization & Maintenance
    • 3. SEO - Website SEO (EZtransition websites only)
    • 4. SEO - Content Creation
    • 5. SEO Citations & Listings
    • 6. SEO – Review Generation & Monitoring
    • 7. SEO – Tracking & Reporting
    • 1. SEO Onboarding & Access
    • Client intake form (NAP, hours, categories, services)
    • GBP
    • Website
    • Gogole analytics
    • Google search Console
    • Domain registrar
    • Run GBP audit with AI
    • Set categories (primary + secondary)
    • Add/verify NAP (name, address, phone number)
    • Add business description (use AI for keyword optimization)
    • Add services, products, attributes
    • Upload logo & geotagged images
    • Enable messaging
    • Weekly photo uploads (client-provided)
    • Business info updates as needed
    • Activate SEO optimization in AI Studio
    • Run Website local SEO audit with AI
    • Title/meta optimization (tool or custom build)
    • LocalBusiness schema markup
    • Consistent NAP across site
    • Mobile optimization + website speed
    • Internal linking optimization
    • Set up local blog (geo keywords) – use Contentengine
    • Service-specific landing pages (optional)
    • Location-specific pages (optional)
    • Scheduled GBP and social posts of content
    • Add embedded Google Map on local pages (optional)
    • Add blog to Google Search Console
    • Advise client to activate listings tool in EZMS  (optional)
    • SMS/email review request workflows
    • Automated review requests after visits
    • Funnel positive reviews to Google/Yelp/etc.
    • Monitor and respond to reviews
    • Embed good reviews on website
    • Repost good reviews to other social networks
    • Google Analytics + Google Search Console
    • GBP Insights tracking
    • Call tracking + UTM links
    • Monthly reporting (rankings, GBP, traffic, tasks)
    • Monthly automated reports (add tag seo_onboarding in EZt workflow "Monthly SEO Audit Report")
    • Custom dashboards
    • Content engine report
    Post launch. · 0/3
    • Send video review request
    • Case study content
    • trigger feedback automation if not already done