SWEPS Checklist: What to include in your Audit &

Proposal
**NOTE...You’ll want to read this first so you have the best understanding of the
checklist** ----> This is a 5 page checklist going over the segments that make up
SWEPS. JUST because a topic is covered on the list, it DOESN’T mean that it should
be included in every proposal you put together. (Ex. Someone spending $1,000 a month
WILL NOT be able to afford ALL of SWEPS. In this case, you will want to choose the
TOP 2 or 3 services you can offer within their budget)

1. Social Media Marketing

❏ Facebook
❏ Business Page setup and optimization
❏ CTA button
❏ About Section/Business Info (NAP info, Description,
Products/Services)
❏ Profile/Cover photo
❏ Reviews (If necessary)
❏ Message bot/responder
❏ Saved Audiences: Research & Development
❏ Pixel Created & Installed (If pixel was previously installed then set up
custom & lookalike audiences)
❏ Posting/Content Strategy
❏ Post Amount
❏ Post type
❏ Post content strategy
❏ Instagram
❏ Converted to business page
❏ Profile pic/pics on page (at least 6 to start a new page)
❏ About section complete with business’ URL
❏ Hashtag strategy
❏ Content Strategy
❏ Image/video posts
❏ Story posts
❏ Partnerships with social influencers
❏ Youtube
❏ Youtube Content Strategy (Not limited to these types of videos)
❏ How-to videos
❏ Educational/Informational
❏ Fun/Funny
❏ Motivational
❏ Product push
❏ Create channel if none exists (must have the business’ Gmail info)
 ❏ Setup
❏ Channel description
❏ Profile photo
❏ Channel Art
❏ Social Links added to page
❏ Upload first videos
❏ Video Optimization
❏ Title: Make this as relevant as possible while utilizing keywords
❏ Description: Same as above | Also add your social links, upsell
URLS, affiliate links, etc.
❏ Tags: Your keywords entered here, industry related
keywords...services, products, events, celebrities or known
figureheads, etc.
❏ Video Schedule
❏ How many posts per month, week, etc.
❏ Snapchat
❏ Keep it simple
❏ Try to keep the content on this platform organic and free of too many
sales promos
❏ Try to post daily and several times
❏ LinkedIn
❏ Use mostly for B2B type businesses, recruiting agencies, sourcing new
suppliers, etc.
❏ At the very least, create the business profile for your customer to help
with SEO
❏ Include info about the business, types of job opportunities
available, customer testimonials, NAP, etc.
❏ Twitter
❏ Page Setup
❏ Profile & Cover photo
❏ About section
❏ Website URL
❏ Syndicate Facebook, Instagram, & Youtube posts
❏ Setup messenger bot or track in social media management software
❏ Google+
❏ Setup page
❏ Profile & cover photo
❏ About section
❏ Build Lists of relevant competition pages, suppliers or potential
partners, potential clients, etc.
❏ Syndicate Facebook, Instagram, & Youtube posts
❏
2. Website Design/Marketing
❏ Design: Does it relate to the average customer
 ❏ Logo & Branding elements
❏ Color schemes
❏ Font Types
❏ CTA’s/Sales Funnels: Are they present/are they working
❏ Email Subscribe
❏ Value Content
❏ Downloadable .pdf’s, help docs, exclusive videos, discounts &
promotions, etc.
❏ Contact forms
❏ Quote forms & lead generators
❏ Messenger support icons
❏ Page Content
❏ Site page content
❏ Home Page
❏ About page
❏ Contact Page
❏ Product pages & descriptions
❏ Blog/Vlog content
❏ Landing page content
❏ Contact Info
❏ Name, Address, Phone Number (NAP)
❏ Business email address
❏ Sales
❏ Info
❏ Support
❏ On-Site SEO Optimization (Building depth) Not limited to the points below ↓↓↓
❏ Inbound links
❏ Outbound links
❏ Titles
❏ Descriptions
❏ Image Names
❏ Image quality
❏ Site speed
❏
3. Email Marketing
❏ List Building
❏ Using landing pages (Funnel front end) to capture emails
❏ Facebook lead objective
❏ PPC campaigns
❏ Segmentation
❏ Customers
❏ Abandoned Cart/Reached checkout but didn’t purchase
❏ Bought a specific item
❏ Didn’t buy a specific item
 ❏ Date joined
❏ Product/Service segment (For businesses with multiple products/services
offered in different niches)
❏ Sales Tracking
❏ Automation Series
❏ Welcome series (Customer nurturing)
❏ Abandoned Cart series
❏ Lead follow up email series
❏ Upsell series
❏ Newsletters
❏ Blog/Vlog Releases
❏
4. Pay-Per-Click Marketing (PPC)
❏ Budget
❏ Can they afford to compete in their space
❏ Attorneys, Doctors, Large corporations compete heavily here so
cost-per-click is expensive
❏ Keyword Strategy
❏ What are the Keywords and Keyword phrases that customers use most
❏ Look at Google Trends tool and Keyword Planner tool
❏ What are the negative keywords to look for
❏ What words and phrases will work best with the given budget
❏ Keyword organization
❏ Exact Match, Broad Match, Modified Broad Match research
❏ Targeting Strategy
❏ Locations
❏ Age Range
❏ Interests
❏ Placements
❏ Google: Receives about 65-70% of ALL web traffic
❏ Bing & Yahoo (receive almost ALL of the rest of remaining search traffic)
❏ Top Ad placement, sidebar or bottom of page
5. Search Engine Optimization (SEO)
❏ On-Site Optimization
❏ Inbound Links
❏ Outbound Links
❏ Page Titles
❏ Page Descriptions
❏ Image & Video Quality
❏ Site Speed
❏ Development structure and quality
❏ TONS of content (Blog, Page info, Product & Service descriptions)
❏ Off-Site Optimization
❏ Indexing with Google & other search engines
 ❏ Backlinks
❏ The process of getting other websites to link back to your pages,
products, services, blog/vlog content, etc.
❏ Building connections/relationships with social influencers
❏ Building relationships with other businesses
❏ Content Strategy
❏ Blogs
❏ Proper structure & includes all of the necessary pieces (Links,
titles, descriptions, etc.)
❏ Vlogs
❏ Web Pages
❏ Forums/Industry Specific Community Sites
❏ Find pages to engage with via forum or chat rooms
❏ Link back to your site without being salesy...try to provide help &
insight
❏ Review & Listing Sites
❏ Using a software to manage the 300+ review & listing sites that exist
❏ Submits all important information about a business in one click
❏ Can improve Search Engine presence drastically and quickly
❏ Usually provides social listening software for social media pages
and a dashboard for ALL of your reviews left online
❏ These products are an AWESOME way to upsell your services and
provide an easy-to-use dashboard for your customers to begin seeing
results in their Search Engine presence
❏ The big brands all offer a whitelabel service
❏ Check out YEXT or Vendasta...I personally use Vendasta…
❏ This ISN’T an upsell...Vendasta doesn’t have an affiliate program
or you know I’d be ALL over it!