UPWORD Consulting - Week 8

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Okay, so what you're seeing here is I'm logging into my shared reseller hosting on greengeeks. And I'm creating a new cPanel account. So I bought this domain at GoDaddy. And so I'm putting in the domain name, the username, which is created for me automatically. And then a password. And I just use the password generator to be able to generate this, and then put in your email. And again, this is only if you're setting up a news site on your shared server, I just wanted to show kind of what I go through this. So right here on the mail settings, I always set initially just automatically detect if you are using like G Suite. For example, for emails, you want to set this to remote. And then if you're using email on your actual server, if your server sending emails, then you'll want to set that to local but just right out the gate, I just set it to automatic. And then here on the DNS settings, you'll see that I've got enable DK I am on this account, enable SPF. And then I set the usernames or not the user names the name servers to whatever's at the domains registrar. So I bought this domain, the upward demo site comm over at GoDaddy and I just want to use that this will come into play later, I'm just getting this new site set up on my shared server, so I have a new account for it. So I can get it live. So now it's configuring everything and setting it up. All automatic, which is nice. And then great. So go to cPanel. And the first thing I do once I log into cPanel is I want to make sure that I optimize the site, so that it loads fast. So just compresses the content, I do this everything. So just like cPanel host that zips everything up compresses, it makes it louder. And then I want to check that the PHP version on the server is the most up to date for WordPress 7.4. I know he just came out, but I don't want that to break right now. And then the next thing I'm doing here is I am now going to move my domain over to CloudFlare. And the reason why is CloudFlare DNS service is amazing, it's so quick. It also provides additional speed security. And I'm going to walk you through exactly how I set this up. I use this for all clients sites where 90% of it, it gives me some great tools and features even for the free version. So I recommend it and I want to walk you through exactly how I do so all you do is put in the domain name that you're doing. And then you're going to select the free version. So that bottom plan, make sure you select that I do recommend for your site, there are some great features if you move up to the $20 a month plan, but you certainly don't have to, you get away with it for quite a while. Also SSL certificates are included with CloudFlare for free. So it's fantastic for just getting up and going and having more security speed and content delivery network all built in. So what's gonna happen here is now that I put the domain name, and it's going to scan all of the DNS records. So for this new domain, there's not going to be much, but it will scan it, what I recommend is if you are doing this for a client or for yourself is just make sure that on your GoDaddy or wherever you bought the domain, you export the DNS records first, to save it, I always do that when it's a client site. This is a new site. So there's literally three records. But always just have a backup just in case something goes wrong. I've never had it happen on CloudFlare go wrong, but sometimes it's miss something. So I just like exporting the DNS records first, just in case. So it scans it. And you'll see I've got the three things here. So on the a record, I'm going to need to update that IP address from GoDaddy Park's address to my server. So just go over to cPanel, copy and paste the IP address, paste it in there. And now it's saying that that's where the domain needs to be pointed. Then the next step is I need to change the name servers so that CloudFlare is hosting the domain. So I'm just copying and pasting what CloudFlare tells me to do. And then hit Save. Now it's going to tell you 24 to 48 hours for DNS to propagate. Sometimes that's true, but CloudFlare is so good. You're going to see here in just a second how quickly the records change. So just looking at everything done and I skip all this quickstart guides I don't need it. And then down here I like to just click this check name servers. Right here. And what that's going to do is shoot me an email when the site has been ported over to CloudFlare, when it's actually on CloudFlare. So I can finish the SSL, and all of that fun stuff. Okay, so. So now that we're waiting for CloudFlare DNS records to update, I now want to set up get all the files and everything moved over get WordPress set up on to my new server. So the first thing I do is I go over to file manager. And the reason that I go over to file managers, just because it's a little bit quicker to upload a zip and extract, you'll see here in just a second, I use file manager and FTP depending on the needs, and I'll explain it here coming up. So the first thing I do is I've got a zipped up version of WordPress, just take that and upload it. And then you always need to hit reload and cPanel. And then you just want to right click and extract it into the public HTML file folder. Then I go in and I delete this. Now here, you want to be careful, I move that to the trash and then delete it out of the trash, just skip it. But be very careful, there's one time that I actually deleted entire folder. And that was a nightmare to get back. Just be careful when you're making those deletions, you don't have to get rid of them, depending on how much space is on your server. But you will, you want to remove files you don't need. But you don't have to do it right away, you could just send it to the trash and then go and view the trash later. But since there's not much here, I just got rid of it to keep it clean. So then you see that I click into WordPress, the WordPress folder and everything's in there. So I need to move all of these files and folders over back to the public HTML kind of root folder so that WordPress will actually load. So I'm going to copy everything and just click on move and then remove this WordPress folder. And I just want to into HTML. And you see right there how fast that moves. That makes it so much quicker to be able to just move files compared to FTP. So that's why I love using file manager to move a ton of files over much faster than I could with FTP. And I don't know much about command line or SSH. So cPanel has been a godsend for me. So I'm going to delete this folder. And then we have WordPress up there. So the next thing I got to do now is I need to create a database, right so that the database can then talk to the front end of the site and actually make it function. So I go over to my SQL database wizard. And this is where I can set up a database a user and attach that user to a database because we need those credentials for the WordPress site. So what I do here is I just open up a text file and I copy what's here for the database name, because you're going to need the full bit for WordPress. So just copy that, put it in a text file, and then set the database name that you want. And then here I'm going to create a user. So you see that I'm, I always like to go with Master, I use that for everything. And then I use this password generator to generate a password in master as the user. And then we're going to create this user. So here, you want to select all privileges, and hit next step. And now that user has been attached to your database. So we've got that set up. Now let's go check on. So let's go check on CloudFlare. So here I'm in CloudFlare, I got an email notification that the site is now hosted on cloud, the domain is pointed at CloudFlare. And I can install my free SSL certificate within CloudFlare. You want to click on SSL TSF SSL TLS. And then you want to set it to full strict. And then you want to go over to origin server. And this is where you're going to create a certificate. So you'll see a big blue button that says Create certificate, you're going to want to click on that and then turn on authenticated origin polls. And this is now so once you create this certificate, this is what you're going to see it's going to generate it for you. And you'll see your private PEM file so I go over to cPanel search for SSL That's going to pull it up. And there's gonna be a few steps here, it's just going to be copying and pasting and installing so that our website is HTTPS secure, before we even upload everything. So first thing you do is click on private keys at the top. And this is where you're going to copy that private key. So copy, and then you're going to scroll down to upload and in the description, I always recommend putting it what it is, because sometimes you'll have multiple SSL certificates. And this is a great way to just keep organized and know what is what. So I always give it a description. So once you've got the private key installed, go back to the SSL manager. And now you're going to need to copy and paste the certificate. So just copy that. And then this one, you got to scroll up, and then type in description, just put CloudFlare save certificate. And then the final step back to SSL manager is we need to install now on the certificate on the server. So just hit browse certificate, you'll see it there. And I hit use certificate, you see it's all filled out. And now it's installed. So hit OK. And we are good. So you see right there, it's all set up on CloudFlare. And I turn on authenticated origin polls, to keep everything as secure as possible. So now I want to do the email deliverability. Now that CloudFlare has this set up, this is going to make emails get to inboxes much better, and people don't think you're spoofing it. And it's just highly recommend you do within the DM DNS. So what you'll see here is you'll see that I've got these errors, and then I got to hit manage, it's going to tell me exactly what I need to create. So this first one, on the DK aim record, you want to take just the default dot underscore domain key and you can get you don't need your domain name, because CloudFlare already fills that in. So you want to copy that. And then we're going to create a new TXT record. And you just put it in there, copy the value pieces in there, hit save, we're going to do the same for SPF, which I think stands for spoof, we're just going to copy the bottom one. We create a new TXT record, use ad for the domain name and paste that in. And then the final one is the PTR record. We want to copy all of that into a PTR record. And you might be wondering here Why didn't do an SPF record I have issues sometimes with CloudFlare not liking that record. So I just do a TXT record for it. And that seems to solve the problem. So PTR works every time for me. So then I just put that in and hit save. So now let's go back to cPanel. And let's check to make sure that these are all valid now. Yep. So we are good. So now we've got email deliverability setup. Alright, so now the next thing that we want to do is we actually want to get the site moved over. So from that WordPress file that's in the download that you have on your computer, let's get your site set up. So put in the database name, and all the information from when we set up and it will run. And then here you can just kind of put in something easy to remember, because this is all going to get replaced when you import the file. So you just want some easy login, put in your email. All this is going to change. And so don't worry what this login is just make sure you know so you can log in on this screen. So log in and the first thing that we're going to do Because we're going to add the all in one WP migration. So you just search for it and plugins, install and activate it. And then I highly recommend purchasing the unlimited extension. And because it just makes everything so much easier, it's worth his weight in gold. So now I just need to update this plugin, because I haven't updated in a while. And now I'm going to go over to FTP, I'm going to connect to the server via FTP. The reason why it's just a little bit easier to upload a big file than it is to do it through File Manager. So I'm gonna find the WordPress file on the desktop. And that's going to upload directly to the all in one. I use this plugin for the majority of my clients, it just makes things moving things around so much easier and migrating. Okay, so once that's done uploading, you want to go to the plugin, and you want to click on backups. And you want to click Restore. Now this is going to set up all the files, connect to the database, update the database, do everything. So it will completely replace what you just created. So if you're working with a client site, this is where you just have to be very careful, make sure your backups because it does overwrite everything. So you'll see it's restoring all the files. And you just kind of let this process run until it's completed. Now if you run into any issues where it gets errors or times out, you want to submit a ticket to green geeks or wherever you're hosting providers, they might need to adjust some settings on the server to allow it to run a little bit longer. But it's it's a smaller file, so you shouldn't have any issues. So now, you log in with the login that is provided with this. This is the admin login. You all have access to this and you can delete this user, you can add user, ignore all these warnings. But what the first thing you want to do is just save the permalink. So as you saw, all I did was scroll down and just hit save that kind of regenerates everything and sets you up. For now ignore all these warnings. I'm going to walk you through how we're going to address all of these warnings and get these all set up on the next video. Now the next thing I like to do right away, is just go check out the site. Is it working? Is it loading, did everything get moved over, just do like a spot check to make sure that everything looks proper. So you'll notice here, it's taken a little bit of time to load. So I want to kind of hard refresh, see what's going on. And what I need to do is set the settings to HTTPS. Right. So now we have it installed on the server. And this is going to fix all of my issues. So you hit Save Changes. And it's going to ask you to log in again, you just log in. You'll notice it's secure. Now with that lock up there. Let's go check this site out. Yep, so that was the problem was it wasn't set to HTTPS. So now you see it is loading now. And everything just kind of out of the gate is looking as it should. So now the first thing we want to do is make sure contact forms are updated. So just go into each one each contact form, click on mail. The great thing is the email templates already set up. You just need to replace this text right here to make sure it goes to your email. So replace that my email or this demo email with your email, change it from Tiger media group to whatever your company name is. And you'll notice I have it just no reply. Because I don't want people necessarily responding to email. It can be your own email, anything you want, but I typically just do a no reply for sending out these kind of transactional emails. The emails are all set up, you hit save, and I'm actually show you what these emails look like. So Have a copy that will go to the agency form. Same thing, click on mail, copy, paste, whatever you want to change, you shouldn't have to mess up the form unless you want to. But let me show you here. These are the different email templates that you can choose from. If you don't like the one that we built out, it's fairly easy to switch out. But basically, these are the emails just for you internally, whenever you get a new lead. That's what they look like right there. So nothing fancy, but gets the job done. So we're going to do this for all three forms. So strategy session, same thing, click on mail, and swap out your email and your business email, make sure it all matches for your site and your agency.

So the next thing we do now that we have contact forms, you probably want to go test this, I didn't do it here because that email doesn't exist. But I would go right away to your site, and go make sure that you're actually receiving the emails, if you're not receiving them, check your spam first. If it's not in spam, then you need to go back to that email delivery, deliverability and cPanel. So just go to cPanel. Search for email deliverability. And, or, and you want to change the email route or it's not emails or you need to go to email routing, you need to play around with remote or local. Again, if you're using like Google or G Suite for emails, then it will be remote. If you're using your own server that it's local. So sometimes that's where the issue lies. If that still doesn't solve the issue, then you're going to need to bring in an SMTP plugin. And that's kind of a bit more advanced. And when he's mailgun, that's not a rabbit hole, we're gonna go down but Google search mailgun. And there's a free app free plugin that you can connect and get that all set up fairly easily.

So the next thing we want to do is set up reCAPTCHA. So what this is on forms with contact form seven, they have reCAPTCHA built in so that it decreases spam significantly. So you want to go over to Google's reCAPTCHA, create an account and get some keys set up on your site. See, see over here, I've got I'm registering a new site, put in the name of it, and a copy and paste. So this is upward demo site. And this is just the label that so you can find it and you want to choose v3 for the invisible one. That's the only one that contact form seven works with a copy of the site key. And then the secret key. And then you've got reCAPTCHA installed. So that is going to cut down on spam significantly. Don't forget to do that. I do that for every site. I create those keys for every site for every client site. It's amazing, and it's free. So what I'm doing here is I'm actually you do not want to do this for your site. But what I'm doing here, especially for all development sites, where you don't want it to rank you don't want search engines crawling is you just want to kind of set that setting the block search engines. So that's why I have that says because I don't want this site to rank at all. I want basically search engines to ignore it because it's a demo site. So then after that, you want to install Yoast, right so you can get SEO stuff. Yoast is my preferred plugin. You can use whatever SEO plugin you like I prefer Yoast works really well. Once you have it installed, I'm not going to walk you through each step. But they've got a great configuration wizard that will kind of get you up and running, copy and paste stuff with your logo and all the social stuff you need. I'm just going to update WooCommerce here real quick. Okay, so now that we got Yoast installed, I recommend going through the configuration wizard, it's going to take you step by step everything that you need. So option A my site is live. That's if you're ready to go. I would select B because it's a don't want it to be indexed, but go through each step through easy copy paste everything. And then the next thing you want to do is start SEO data optimization that just kind of speeds everything up. Another plugin that you'll want to add that I didn't show is the ACF for Yoast. I'll include that that'll be in the plugin when this is are to be included when you download it. So then the next thing that you want to do is set up daily backups. So just in case anything goes wrong, that you have daily backups off site, not on your server, so either Dropbox or Amazon, I use AWS code super cost efficient and fairly easy to work with. So I'm going to show you how I do it with Amazon's s3 through AWS. So I use the updraft plugin, which is free, the free version is just fine for what I needed to do. And I'm going to go inside. And we're going to go to all the settings, there's tutorials, we can skip it. So I'm going to set it to daily, we're going to see that already had this in there, but I'm going to switch it out. So you put in essentially, up top, you'll put in how many days you want it to back up for files and database, and then you select where you want it to go. So after you select that, so I do 14 days, 30 days, it really just depends on your needs. Put in your s3 access key or s3, secret key. The settings if you're using Dropbox are going to be a little bit different, but I only use s3. So you'll just want to play around with it, get it set up. But I do not recommend you having backups on your server, it'll fill up your hard drive way too fast. And you really want it to be off site. So next thing you want to do is click on that test s3 settings, test the setting. So make sure that you get a success result and that it's working. So hit OK, then you're going to scroll down. And hit Save Changes. And that's going to set up your daily backup settings to run automatically on the server, send it to s3 for you right away. So I'm doing 14 days there. And you can see these are some old backups that these will not be in your site. But that's what it looks like when it's backed up. I'm just going back through just to confirm since I saw, I saw those backups. But that's from my testing. And you see exactly what it looks like. So once that's going and all set up. So now you've got daily backups. So if anything goes wrong with the server, you can easily restore if you break anything if something is deleted. Always, always, always have backups and offsite backups. So I'm just gonna update WooCommerce here real quick, because it didn't seem to go all the way the first time. I just like to be up to date. With everything, especially with WooCommerce. It was a security patch that that needed to be fixed. And another reason why I want to have daily backups is in case I update something and it breaks, I can easily restore the site and figure out what is going on. I'm just gonna get rid of these plugins that I don't need. Just delete it. So the next thing we want to do is set up word fence. So we're fence is just a plugin, I like to use it pretty easy to work with the free versions fine is paired with CloudFlare, you can really, really make your site secure. And I'm going to show you the CloudFlare settings here in just a bit. But here's what I do for wordfence. So it is installed. I'm going to click over here to tools. And you're going to see the first post says warning, here's what you want to do is you want to set up the application firewall, it's going to detect stuff, download that file and let you go through it's going to have me do it here again, because it didn't do it with the user INI file. So click it again if you still see it because it might be missing something. So I'm going to run it again. Yep, user dot ini. So just download these again. And now it's set up. Your firewall is set up just like that. So the next thing I want to do is go to Tools. And I just like to import import my site options, you see it there. So copy and paste it in there. And this is included with it. These are the settings I like so you don't get a ton of notifications that are not really relevant because we're fence will send you a lot of email code So I just have the most important ones getting sent out.

Okay, so the next thing I'm going to show you is how to then set up CloudFlare. So it's not caching automatically. So you can get stuff edited without having to purge the cache all the time. Also make it more secure, so that you can sleep better at night. And so I'm going to run you through that, I'm going to show you the exact settings that I use, especially when I'm getting a site up and going, especially on a development site. With this site, I'm not sure if you're doing this live, if you're going to do it on a dev site, you'll want to have these settings turned on if you're making regular edits, or else, it's just gonna be a pain trying to clear the cache over and over and over. So let me show you how I do.

Okay, so I'm here at CloudFlare, I've got the upper demo site up, what you want to go to is once you get this all set up, you want to go to rules. So you want to go to create Pedro's what's great is even on the free version, you could do three page rules. And that's basically all you need for this. So the first thing that I want to do is on a development server, or even if you're doing it live, in job traffic, whatever it might be. If you're making a ton of edits, and you integrate a CloudFlare, you want to bypass our caching because it just it will be a nightmare to clean up. So what I like to do is regular expressions. So this asterisk means anything before it, it doesn't matter. It will load this rule. So let's put in up for a demo site Comm. And then I put a regex. After that just an address. So what I want to do is just turn on cache level. And we just want to bypass this for right now. It's going to deploy this so we just don't want to caching anything. If it does that it's you have to come over here and clear the cache every time or set it in development mode. So while I'm editing, make a ton of edits is the first thing I do, you're going to remove this once you go live. But let me show you the security rules I do. So first thing we do is we want to lock down the login page. And that's Ford slash WP login dot php. And then you do an Asterix so this is saying anything before the domain upper demo site, comm forward slash WP hyphen login dot php and ask us anything that comes after that. Fire this rule. So this is the login page. So what I like to do is turn always online off so that doesn't work CloudFlare will try to do is if the server goes down, it tries to load some of the site in a cache. We don't want that at all for this. So we want to turn on browser integrity check. cache deception armor cache level, we want to bypass that we do not want CloudFlare clashing this because we don't want any trouble logging in. We want to disable the apps. We want to disable performance. And we want to set security level to I'm under attack. What this is going to do, I'm going to show you in just a second. But this really prevents hackers trying to get in bots. And I'm going to show you here in a second. I do this for every single site. So CloudFlare is recognizing IP and knows that I'm not a boss, let me do this in a private window just so you can see what I'm talking about. Yeah, cc CloudFlare is going to check to make sure that you're not a bot and then put you through. So that's the reason why that I put in this Pedro. And then the next role is very similar to this, what we want to do is kind of lock down the whole admin side of things. So you'll see when I log in everything in the backend once you're logged in is WP hyphen admin. So we're going to create one more Pedro for this. And we're going to get rid of this for forward slash asterisk for regular expression. So anything comes out after this asterisk if this rule is going to fire, so always online off. browser integrity check on past deception level on cache level bypass because we don't want it caching anything on the back end. And then disable apps. Disable performance, and then the only difference is here. We want to set this security level too high. Because we don't want to get that message all the time or mess with it. So I just like to set it too high. And then deploy. So these are the settings I use once I go live with the site. So this was Dev, a dev environment, I keep cash level bypass on and then I just turn it off when you go live if you're working on a live site, but this is the one rule that you can get rid of. But for now, since we're making edits, I just want to keep CloudFlare as cache level off. Okay, so now we've got everything set up, we've got CloudFlare, integrated SSL by CloudFlare, everything is up and running. Now it's time to actually edit this site and make it your own. I'm going to walk you through all the settings, every page, everything you need to be thinking about, get all these warnings cleaned up, get your payments going. So that you can start generating clients and revenue right away. Okay, so now that we have your website set up on your server, now it's time to start customizing it and making it work for you and your agency. So the first thing you want to do is go to whatever domain This is on forward slash WP admin. And you're going to want to log in either with the user that's already provided, or you want to create your own. The see CloudFlare is protecting it, we're going to log in. Alright, we're going to come back to these. So the first thing you're going to want to do is go to Theme Options. So from here, you're gonna see, here's the header, this is where you can replace the logo. And this will change this logo site white. That's what these theme options are. Same thing with the footer, you can swap out the footer logo if you need like a lighter or darker, and you can change the accent color to whatever you want. So if you look right now, I've got this set up with this nice kind of bright pink that matches the upward stuff just like that color pops. But if you've got a different color, you can select anything and customize it you can figure out here. So let's update this. And you'll see sitewide that that color is updated across your website, even the loading GIF, so everything becomes green. So that is where you're going to want to set your accent color. And then this is where you can also set up testimonials that are kind of be sprinkled across the site, you can just add them here because we have the image name company. And if you want to add another row, just simply click that if you want to remove a row, just like that. This is pretty much how everything's set up where there's no real HTML in here, you just make it really easy to edit. And then the strategy session section, this is where you can edit the text, the background image heading where you want that to go. And that's all here. So basically everything that has to do with the theme is already here, basically stuff that's going to be global across every page of the site. So once you got back going, now we're going to want to take care of all of these different issues to get this going. So the first thing you're going to want to do is get a checkout WC license. And this I'm going to show you what this is. So I use this plugin, because I think the WordPress WooCommerce checkout is pretty terrible. So what this does is it sets up essentially like a Shopify version of checkout that performs really well. I'll include a link down to it's worth its weight in gold, it's worth paying for I use it on all of my e commerce sites. And also in this, you certainly don't have to use it if you want the just the standard WordPress Checkout, just remove this plugin. But let me just show you really quickly what this looks like the checkout flow scroll down here it purchase. So this is just a much cleaner checkout process. It also gives you Google pay and Apple Pay via stripe. And that's the next thing that we're going to do is get this hooked up via stripe. This is my preferred payment processor. You can also do PayPal. So let's get that going. Okay, so once you figured out this license, if you're going to use it, we now need to enable automatic payments. So what these are, the automatic payments are going to be for your WordPress hosting and maintenance. So you'll see here let me go actually on my site and show you what this looks like. So you can see what I'm referencing. So let's scroll all the way down here. I'll just choose the middle plan. So this will help with this recurring automatic charges, so you don't have to deal with it. See right here first renewal August 27, if I was to buy today, just does it every 30 days. So let's set up our stripe account keys. So with this stripe plugin, you can enable test mode, or you can keep it live, I recommend doing test first. And let me show you where to get those keys. Okay, so I'm logged into stripe. And if you want to get test data, you just hover over this and then click on Settings. Click on developers. And here's where you get your API keys. So if you want to do test mode, first, just copy and paste that right in here. So you'd want to enable test, you can see I've already got that in here. And if you want live, you want to set in your live keys, which will be the same thing, you just turn this off, and you'll see your keys right there. So once you've got your keys set up, you need to hook up your web hook endpoints. So you go over into your account settings on stripe. And you're most likely going to need to hit add an endpoint. So what you're going to want to do is copy and paste whatever's in here, right to here. And on all of these events that you need to select. I'm going to provide a list there'll be a link down below on how to grab these. Let me just show you really quick, let me get to that link. So here we are in WooCommerce documentation, I'll include a link directly to here. But on these events that you're going to want to set up right here events to send, you just want to set these up so that it talks to the site and stripe properly for all these different kind of payment options. So once that's set up, you've got different settings right here, I usually don't mess with that. And then I allow enable payment via save cards. And that's pretty much it for stripe. If you want to add PayPal, you certainly can just download the PayPal plug in, it'll automatically show up. And then let me show you the different products we have set up where you can edit the price of all of this for each new product. So you'll see that we've got the growth plan, which is 199 a month stablished maintenance plan that's $99 a month, starter plan $49 a month. And then WordPress speed optimization, you can edit any one of these to whatever price you want. Whatever makes sense for you feel free to customize this and make this your own. That's where you change kind of the products that you sell. The next thing we want to do now start customizing all the pages. So the way that I like to do this is I open this up in a new tab. And I just start with the homepage. And so with this site, before we get into this, I'm going to leave actually all of my copy in here, but Please adjust this copy yourself, please make it your own. If you don't, it will affect you negatively for SEO but I left this in there so that I can start create different ideas for you what you want to say how you want to say it. So I'm leaving this in there, but please, please please rewrite this content, make it your own, so that it's not just an exact copy of my site, essentially. So the first thing you want to do is go to edit the homepage. So from here, you're gonna see here's all the SEO stuff that you're gonna want to update for your own stuff. And then the banner, so color Heading, Heading right here's this text and then content and where you want the button to go. And what you want the button to say make this really easy to edit. If you don't have a before and after slider. All you do is uncheck this and I'll show you what it looks like the page will automatically update if you just don't have before and after images. It just removes that for you. So if you do have it I've gotten so many compliments on the before and after slider. It's gotten me clients just because of this super unique so if you've got it, put in the After images and you'll see the size they need to be. If you don't, that's totally fine. Just unselect that. And then it essentially just goes section by section. So on the About Us, here's where you can update the heading, the image. The big heading here. And you can see right here, this is saying, here's a break, and give us some text accent, you can remove that if you want. I mean, you can kind of use this wherever you want to get it, whatever that theme color is that you chose, it will do automatically, then same thing you can edit the button or where you want this to go. And then same thing with our process, update the copy, and button. Same thing with work, I'll show you that here. You can update the heading and then you can select what you want to show on the homepage here. So I just got three right now in the in this demo version, and I'll show you you, you'll be able to select each one, you might want to do that first or come back to it. And then specialties you'll want to kind of update this to make it your own. This points right here, you can add bullet points that will load just show you really quick. That will load under here in case you want to have some either case studies or just some quick one all things. Show you how to do this, you'll see these add rows kind of everywhere, and you can easily remove it. But let me just show you what this looks like. preview this. Scroll down too far up Hager. So here's the test bullet points. So these are here, I'm not using them currently, because I'd like to just describe my process. But if you wanted some bullet points in here, certainly can add that that's what these are for movies. And I'm also going to include some documentation of all the different icons that are included that you can just change on here, you'll have a nice list of that, that'll be done on the resources. And then client section. So with this, these are where my clients have been featured on. So I just include the logo. If your clients have not been featured on here, please don't use the logos. But if they have certainly use any logo that they've been featured on. And if you don't have logos, there's a way to essentially put out a press release, I think it cost about 100 bucks, I'll put a link in the resources section, where you can get a lot of these logos, they'll create a press release, the release will go on to some of these major networks. And then you can use these logos. So that's that section testimonials. So if you have testimonials and want to show, click here, if you don't want to show them just unselect them, and it will remove this section. And you notice here like on my site, go back to it. I like to use this background image. This is just my own personal preference. I'm live in Seattle, and I like just kind of having a little great little image of where I live. to tease that out totally up to you. But that's where we have that background image. And then news, it's going to show you what blogs you want to feature on there. And that'll be under post. And that's the homepage. If you noticed, if you haven't used WordPress a ton, you can always preview changes before it goes live. Then once you hit update that will get that will actually update it. So you see I'm still previewing so the changes haven't really been made. So now we're going to go to the about page. All of this is very similar. It's all set up in the same way. It's meant to be very, very easy to edit. We tried to get WordPress out of the way. So I'm going to walk you through the About Us page. Same thing. You have your Yoast SEO, everything here, you can update the heading, which is this big text here, and then you'll see the text to the right of it. So first paragraph, second paragraph and if you want to show testimonials, yes or no. Then here's your specialties. Do you want to show it here? Yes or no? And then here's the headings. If you do, it's kind of similar to the home Page is actually identical to the homepage. And the reason why is because if someone just wants to learn a little bit more, we don't know if they mess they scrolled all the way down on the homepage. So I repeat it, because it's kind of about the process. And then we have the strategy session section. And this is in theme options where you can set this background image. And a great resource for royalty free, high quality images is unsplash, I get the majority of my images from here, you can use it as much as you want, for free. So I'll include a link to this as well. And that's the about page. And then we're going to go to I'm going to hold off on that testimonials. So real simple. So here's the testimonials, heading, subheading. And you can add testimonials right here. So these are a little bit different. The homepage, I don't include this just more if you don't really have an image for someone, and you just really want text focus of like, here's the client, here it is. And then this is this nice big text that you can take, basically, a nice little snippet that catches their eye, and then they can read more about it. And then I included the essentially the different services that we provided for that client here, and then you can I just have three right here, but you want to add a row, you can add as many as you want here. And that's testimonials. We'll come back to blog, contact us. Very straightforward. This is a just a contact form, which will show you the back end. And then free strategy session. This is a very important page. Do some cleanup on this, you can use most of this copy, because it's pretty straightforward, but do a little bit of cleanup on this. So you don't get penalised for any SEO stuff. I will include the stock images, I've chosen will links to them if you want to purchase the same ones, that's totally fine. And let me show you here, very similar as everything else that your SEO. So here's the heading text, the color heading text, first paragraph context, second paragraph contact content, and then the image on the right hand side. And then the second section is basically the heading right above the form. And you'll see this form shortcode, this is under contact, I'll just kind of go down the line and show you you probably won't need to mess with this at all. But if you want to change the form, you can just embed the shortcode form here. So one more page. got down on the footer, we've got the agencies. So if you're going to be white labeling work, here's the page for that nice landing page that you can send traffic to. Very similar to the homepage, pretty straightforward. I'll show you how to add this page. Super, super easy to edit. Here's the banner kind of same thing where you see everything button, change the button text and the link where you want that to go. Do you want to show the work section? Do you want to show testimonials your specialties Do you want to show it your process of how it works. And then the form. So really, really straightforward. It should be very easy to edit for you. And obviously if you know code, you can customize this however you want. But if you're just new and not super tech savvy, this is going to get the job done. When I after my what after my module when I replaced my my old site with this agency site, I had two leads come in to customer avatars and might have a client out of it. So the site works. It looks great, it loads fast. I think it's going to serve you well. So the next thing is blog posts. This is real simple. You'll want to delete these or edit these but let me show you what this looks like. Put in the title of a blog post here, you'll see that it's kind of the permalinks our blog and then the category. You can add new categories here. You can edit this permalink to whatever you want it okay. Copy and paste your text in here, edit it however you want. And then Featured Image SEO down here. You want to make sure you have that. And then the featured image is just 800 by 450. Let me show you what this looks like on mine. So this is what it looks like. Nice big image And that's where you want to put that there. That's how you want to create a blog post, super easy. And then our work. So I've got three demo clients in here. So, top section, this is the heading for the homepage. So it's just the services, project name or client name, the main image, I keep these kind of the same height, size 1280 by 1920. But you really whatever size works for you have what you want to show, put in the services, here, I've got a launch date, you can kind of make this whatever you want. And then where you will, if you want to, to link up to anything. And then for the details page, let me show you. So we're gonna click on this first project. So you see to put the services here, nice big client services that we provide before a launch date. I just like to say the month in the year, and I link out to their website, if I've got it. And if they haven't destroyed the work we've done. And then I just include three different images. And you notice if you hover over this, it will make it big. So we'll kind of crop it. And then you can click into it and see what it looks like. And then down below, again, this is that section, we want singular call to action, this free strategy session because we want you guys generating as many of these as possible so that you can really get some high value WordPress clients out of this site. Same thing, do you want to show it here? Yes or no. I'm going to show you the contact forms. Now. You shouldn't have to mess with these. But if you do, you'll see each one. So a contact page. Open this up in a new tab. And what's included in here, as I'll show you I've already got the the template set up. So they look a lot nicer when they come in. So let's go look at this looks like here's all the HTML for it, you really won't have to mess with this unless you change this form. If you do, then you're going to need to update the HTML where you want it to go. I always do no reply so that people don't reply. It's just kind of a dummy email that sends it out. And let me show you what this looks like. So this is the notifications that you're going to get when a new lead comes in. And this is essentially what it looks like. So it'll come in, it'll have your logo, and whatever else that'll be emailed to you. And you can do, you can edit the three forms, so for agencies and your free strategy session form. And then on integration, you'll want to set up reCAPTCHA on here. So it says it's active. Include a LinkedIn, it's on Google set up an account on Google get the keys, it's free, this will stop spam from coming in, or else it's a nightmare. If you need to mess around with some of the custom fields, let me show you the settings here. So you'll see it by each page. And then different ACF fields. That's the name of the developer that we use. Upper I mean plugin. So you'll see on the about page, here's all the different sections, you can go in here and you can edit this, if you want something to be right, this is the field type text. If you want this to be like a text area number, feel free to make this your own. It's going to be under custom fields. And then in kind of the general WordPress settings, this is where you're going to want to set up site title, tagline address, update the admin. So you'll want to get rid of this set your timezone, date, format, time format. All your settings are in here. I've got search engines blocked for right now. And that is pretty much how you can edit the site and make it your own. Try to make this as simple as possible. Again, you really want to purchase this checkout plugin, it's worth its weight in gold. I use it for all my sites. And I've been extremely happy with it. And the last thing I want to show you is how you connect to your clay vo account. So once you've got contact forms up here is where Through this plug in, is already set up, you won't even have to mess with this, what you're going to want to do is just make sure that it's connected to your cleveo account. So it's ASI. And where's clay vo here make sure that you are using your API key so that it goes to your list. And that is how you edit everything on the site. So congratulations, you have completed the upward course I am so excited for you. I'm excited for you to take your agency and your business to the next level. Whether you're just starting out whether you've been doing this for a while, I really hope that you got a ton of value out of this. We are here to support you for as long as you need. please reach out at any time. We have weekly calls. We're here to support you. We're here to help your agency get to the next level so that you can provide a ton of value for your clients and drive them more business more revenue and you will win. Looking forward to seeing you on those calls.