Welcome to your step-by-step guide to onboarding clients to the uGeo service. This tutorial outlines the entire process so you can smoothly set up a client, configure their campaign, and complete payment with confidence.
Step 1: Go to the contact you want to onboard.
Step 2: In the products section on the right, select Add a new product.
Step 3: Choose the Geo near me product (look for the blue tag labeled uGeorank).
Step 4: Choose the $425/month, including Google Business Profile Optimization and website optimization.
Step 5: Set your setup fee and monthly fee. Enter your desired markup to determine your retail price and profit.
Step 6: Complete the intake form:
Short name for easy reference: This is for internal use.
Client name: Enter the client’s name.
Full business name: Use the exact business name from the Google Business Profile.
Business website: Copy the correct URL from the Google Business Profile.
Add the full business address by copying it from the Google Business Profile.
Create a campaign name for your reference.
Enter the business GMB CID. Get this from Google Maps with a CID finder tool and paste it in.
How to Find the CID:
Google: Search [Business Name] [Location].
Click on the “Maps” tab in Google
Copy URL: Grab the full Maps URL from your browser's address bar.
CID Finder: Go to cidfinder.com
Paste & Get: Paste the URL, click "Get CID."
Step 7: Add category keywords based on the business’s main category GBP
Category (e.g., Roofer)
GBP Category + near me (e.g., Roofer near me)
GBP Category + City (e.g., Roofer Dallas)
Step 8: Enter up to four service keywords relevant to the client’s services
Main Service Keyword (e.g., Roof repair)
Main Service Keyword + near me (e.g., Roof repair near me)
Main Service Keyword + City (e.g., Roof repair Dallas)
Another relevant service variation.
Ensure keywords exist on the client's website.
Step 9: Fill in website admin access information:
Admin login URL
Username
Password
This’s required for optimization.
Step 10: Review everything, then click Submit.
Step 11: On the payment screen, note you’ll receive an email requesting access to the Google Business Profile for optimization. Watch for this email.
For your convenience, a copy of those instructions is provided below.
Business Group to Add:
Name: Signals Boost
Business Group ID: 5750476020
Steps to Add Us to Your Google Business Profile:
Log in to your Google Business Profile at https://business.google.com/.
In the left menu, click “Businesses” or “Business Groups” (depending on your interface).
Select your business location.
Go to Settings → Managers (or Users).
Click “Add users”.
Enter the Business Group ID: 5750476020 and choose the appropriate access level.
Confirm and save your changes.
Step 12: Choose your payment method: either enter credit card information or send an invoice to the client.
Step 13: Complete payment. After payment, your onboarding status is set to In Review while the team verifies all details. Once approved, the status updates to Active, and payment is processed.
Step 14: Have your client invite our team to optimize their GBP as mentioned in Step 11.
That’s it! Once the uGeoRank team has access to the Google Business Profile, they’ll begin work on all tasks for your campaign.
Once the team finished the setup of your campaign and it’s ready to go live, you will receive a message from the vendor in your Umbrella Inbox, notifying you that the campaign is now live.
