Showing results for "Business App"

The Inbox Messages tab in the Business App can be turned off from appearing to your clients in Business App - either on a user by user basis, or for all of your accounts within a market. WARNING: Removing user access to Inbox will also remove your users ability to use Inbox Pro, Lead capture or SMS messaging features - and is not recommended. To disable Inbox for a specific subset of users: Navigate to Partner Center > Accounts > Manage Users. Click on the checkboxes to select the user(s) you want to modify their feature access > click on 'Bulk Update x users'.   3. Under the 'Tab Access' settings > click the drop-down arrow next to ''Inbox Messages'' and select ''Turn Off," then Apply Changes to Users. To turn Inbox off for all users within a market, the Customize Business App area in Partner Center: 1. Navigate to Partner Center > Accounts > Manage Business App > Customize Business App > Inbox 2. Uncheck "show this page" and click save, to completely remove Inbox features from all clients within a market.

Note: This article covers the Pipeline setup in Business App. To learn more about the Pipeline in Partner Center, click here. A sales pipeline mirrors your sales process, with each stage symbolizing a critical step toward closing a deal. While you can adjust stages whenever necessary, carefully designing a pipeline that aligns with your strategy is key. A well-structured pipeline not only provides clarity but also fosters consistent success, guiding your team through each essential phase of the sales journey. Setting Up Your Pipeline   When you visit the Opportunities page for the first time, you’ll see the option to Set up a pipeline. Clicking this button creates a pipeline with default stages, which you can tailor to match your sales process. In this setup, you have the flexibility to: Add New Stages: Click Add Stage to incorporate additional stages. Remove Stages: Remove stages that don’t fit your process by clicking the “X” on each stage. Stages are arranged according to their Close Probability to help forecast potential revenue by estimating the likelihood of closing deals at each stage. Note that Closed Won and Closed Lost are default stages, so they can’t be removed, and additional stages cannot have a 0% or 100% Close Probability. Adding or Removing Pipelines You can create multiple pipelines to support diverse sales processes: Add a New Pipeline: Click Create Pipeline to set up an additional pipeline. There’s no limit to the number of pipelines you can create. Remove a Pipeline: To delete a pipeline, click Delete next to the pipeline. Make sure no opportunities are assigned to it, as any unassigned opportunities from a deleted pipeline will become unattached. With these features, you can build a pipeline that accurately reflects your sales strategy, empowering your team to navigate each sales stage with precision and focus.

What are Hours of Operation?  Businesses with hours of operation past midnight can easily update their hours in the Business Profile on the Vendasta platform. Under the 'Hours' tab, clients can enter business hours like 11:00 am - 3:00 am in Local SEO's Business Profile or in Business App, or you may update their hours in Partner Center under Account Management.  Please note: Changes to hours typically occur quickly, but in some cases, hours can take 3-5 days to sync to Google. Please plan updates to hours accordingly. 

Note: As of February 21st, 2025, Customer Voice has become a legacy Vendasta product. Start using Reputation Management Premium to automatically collect reviews and NPS via email and SMS. If your client has sent SMS review requests through Customer Voice Pro prior to sending their first Inbox message, the phone number will be the same. However, if your client uses the Business app Inbox before activating or sending any SMS review requests through Customer Voice Pro, the numbers will be different.

This article covers opportunities in Business App. To learn more about opportunities in Partner Center, click here.  Opportunity automation helps streamline your sales process by creating opportunities, moving them through stages, and triggering actions based on stage changes. With these automations, you can save time and maintain consistent follow-ups as leads progress toward closing. Automate Opportunity Creation Setting up an automation for opportunity creation allows you to capture leads and instantly turn them into opportunities. For instance, leads from sources like webchat or forms can automatically trigger opportunity creation. Using AI to qualify leads, you can analyze a webchat summary to identify the requested service, creating an opportunity if the lead meets the criteria. This workflow requires the Inbox Pro product. Here is a sample setup: Trigger: Lead is captured from webchat. AI Analysis: AI reviews the webchat summary to identify the service requested or returns "NA" if no service is specified. Opportunity Creation: If a service is identified, an opportunity is created and a follow-up task is generated. Follow-Up: An SMS is sent to inform the customer of next steps. To set up: Go to Automations.  Click Create automation. Find the template titled Create an opportunity and follow up when a lead is captured by Webchat. Customize the pipeline and steps to fit your process. Automate Actions Based on Opportunity Stages You can trigger nurturing campaigns and follow-ups as opportunities advance through stages. For example, you might want to start a targeted campaign for leads that aren’t ready to buy yet, keeping them engaged until they are. This automation requires the Campaigns Pro product with SMS credits. Here is a sample automation to trigger a nurturing sequence when the opportunity is moved to a nurturing stage: Trigger: When an opportunity reaches the nurturing stage. Action: Starts a tailored email and SMS campaign for the contact, maintaining engagement. To set up: Go to Automations. Click Create automation. Choose the Start a campaign when an opportunity moves to a specific stage template. In the setup, specify the desired pipeline and stage, and select the campaign to begin. Automatically Move Opportunities to Specific Stages You can set triggers to automatically move an opportunity to a particular stage based on activities, such as when an appointment is booked. This can be useful to reflect immediate updates in your sales pipeline, enhancing visibility. Here is a sample setup that moves an opportunity to an Appointment Set stage once a meeting is scheduled: Trigger: A meeting activity with "Scheduled" status is created or modified. Action: The automation updates the opportunity to the "Appointment Set" stage. To set up: Go to Automations. Click Create automation. Select the Move the opportunity to a specific stage when a meeting is booked template. Define the pipeline and stage, then review the steps to ensure it matches your process. These automated workflows allow you to focus on high-value tasks while keeping your sales pipeline updated and responsive. 

AI Assistant has revolutionized the way that customers can interact with a business online by responding to inquiries instantly, 24/7, providing great answers to questions and capturing leads. By learning from the content on a business's website, the AI assistant can automatically answer even more questions accurately with very little setup. Website knowledge training (website scraping) is available for both partners and their clients that use the AI-assisted Web Chat Lead Capture widget. Learn more about Inbox here. How to train a business's AI assistant on the website – For SMBs using Inbox in Business App: Requirements: Business App with Inbox tab enabled LocalSEO (free) active on the account, to test the AI Assistant before installing on a website. Inbox Pro is needed to install the chat widget on a business website and make it customer-facing.  Steps: Setup an account: From Partner Center, create or select the desired client account you wish to add website knowledge to. Make sure to activate Local SEO, so that a My Listing demo chat widget is created, and make sure that the account has a website with content on it you'd like to train. From the account details page, select Open Business App. Navigate to Inbox > Inbox Settings > Web Chat Widget and select 'Configure Web Chat' If you do not see Configure Web Chat, first click "Try it out today" to initialize a test Web Chat demo. Reload Inbox Settings page to see button to configure web chat. Go to 'AI Assistant' settings card, and select 'add knowledge' then choose "Website" Follow the wizard to train the AI assistant on a website. Make sure to select all the pages you'd like to train your AI on, and save. To install the Web chat widget on the business website, make sure Inbox Pro is active on the account, and then install using the installation instructions. FAQs Q: Why did my AI provide a certain answer? A: The AI will use facts and knowledge that it’s been trained on. If an answer was incorrect, it’s likely that the source training data was incorrect – the most common culprit is old or incorrect information found on the website. Q: How long does training take? A: Depending on the size of a website, and how many pages the AI is trained on, it may take 1-5 minutes for the AI to begin using the new knowledge in its answers. Be patient after training a large website when testing. Q: Can the AI be trained on all the pages on my website? A: By default, only the home page of the website will be scraped. The AI can then be trained on up to 100 pages from a website. Choose ‘follow links’ or ‘sitemap’ mode for finding pages on a website to give the AI as much content as possible to answer questions for your leads and customers. Q: Why am I having issues with AI scraping a certain site? A: This may be blocked in the WordPress settings for the site. To check, navigate to the WordPress dashboard > Settings > General > Privacy > Ensure that 'Prevent third-party sharing for' is unchecked. 

Transferring contacts from Campaigns to Inbox Pro for individual email or SMS follow-up is possible through the automations feature in Business App. This guide will walk you through the steps to send follow-ups to individuals who have opened your campaign emails, allowing for more targeted engagement. Before you begin, ensure that you have Inbox Pro and that your email and SMS setup is complete in Business App. Step 1: Create an automation You will need to use the trigger When a contact is modified, and the field Last campaign email open date.  We recommend adding contact tags prior to this, and choosing them in the additional conditions in the trigger section. Step 2: Based on your specific need, a simple option is to choose the Send a plain text email via Inbox step.  OR - You can opt to create a more advanced workflow such as the following:  This example includes steps to send follow up via SMS or notifications if needed.  The automation run will be similar to the following automation:  

If your Google Business Profile (previously Google My Business) listing is suspended, the owner of the business must appeal the suspension directly to Google. Vendasta is unable to appeal suspended profiles on your behalf. Google may suspend Business Profiles and user accounts that go against their guidelines. Check Google's guidelines. Fix a suspended profile Important: To avoid delays, submit one request per account. Review the Google Business Profile guidelines.  Sign in to Google Business Profile. Ensure your profile follows the guidelines. Learn how to edit your profile. After your profile meets the guidelines, you can ask for reinstatement. Use our form. Appeal a denied request If your request was incorrectly denied, contact Google. They can help verify your eligibility. When you get an email from them, reply with: Pictures of the front of the store Summary of business operations

The Business Category ensures that all sources and industry statistics are relevant to a particular account. You can enter more than one Business Category, but only the first will be used for setting visibility sources. All Vendasta customers have access to a category system based off of Google's 4000+ categories. As you can see in the screenshot above, you can select sub-categories to fine-tune the Business Category. Most categories go only two levels deep. The advantage of selecting more specific categories is that listing sources will be better tailored to these categories, resulting in a better experience for the client. Why is the business category important? Choosing the correct business category can significantly boost a local business' Search Engine Optimization (SEO) and search engine results page (SERP) ranking. This is especially true for Google Business Profile, as there are over 4000 categories to choose from that can either make it easier or harder for potential customers to find that business.  For example, a local Pizza Restaurant can set its primary category as "Pizza Restaurant" and may appear in search results for Restaurants, Italian Restaurants, or Pizza. It's important to choose a more specific category rather than a vague one whenever possible. Choosing a category like "Nail Salon" rather than just "Salon" is more likely to grab the attention of those looking for nail care rather than a haircut. If there is no suitable specific category, we advise you to choose a more general primary category.  How to change the business category Navigate to Partner Center > Accounts > Manage Accounts > Select the desired account > Edit > Under the Basics section, select the primary and additional categories.  For a full overview of the new Business Categories, you can reference the comprehensive spreadsheet attached.

Multi-Location Contact & Task View in Business App Corporate teams supporting multiple franchise locations need a streamlined way to manage contacts and sales tasks across all locations in one place. The Multi-location Business App provides a centralized task and contact view, making it easier to track and complete key sales and customer support activities. Why This Matters Many franchise businesses have corporate teams managing multiple locations. Without a centralized view, corporate reps must manually switch between locations to follow up on leads or respond to customer concerns, which can be inefficient and time-consuming. For example, Best Friend Pet Hotel has 58 locations, but only two corporate reps managing 31 of them. These reps need a single view to track and complete tasks like: Responding to web chat leads that have been waiting over 24 hours. Following up with unhappy customers (NPS score 6 or below) to improve customer experience. Responding to web chat leads that have been waiting over 24 hours.Following up with unhappy customers (NPS score 6 or below) to improve customer experience. By using a centralized task view, corporate teams can efficiently handle these responsibilities, allowing franchise locations to focus on their daily operations while ensuring excellent customer service. How It Works Corporate reps can manage sales tasks and customer interactions across multiple locations without needing to switch between accounts. Multi-location Business App provides a single view for: Viewing all tasks assigned across multiple locations. Tracking outstanding tasks in one place. Improving response times to leads and unhappy customers, enhancing the overall customer experience. Viewing all tasks assigned across multiple locations.Tracking outstanding tasks in one place.Improving response times to leads and unhappy customers, enhancing the overall customer experience. How to Use This Feature Open the Multi-location Business App. Navigate to CRM > Tasks to see all tasks assigned to you across locations. Ensure automations are set up to create tasks automatically, such as when a new NPS detractor is detected. Select tasks and click “Start Task” to begin working through your assigned tasks. The Multi-location Business App ensures corporate teams can efficiently manage contacts and tasks, leading to improved customer satisfaction and operational efficiency.

When selecting a logo in the Business Profile, it is important to select an image file that has square dimensions. If the logo is not a square, it will be reformatted to become a square. This can cause it to become distorted or zoomed in. Our system is designed to take square images due to the image requirements of social and listing sites for logo photos. Update the logo for an account Navigate to Partner Center > Accounts > Manage Accounts > Select Account > Edit > Images > Add Photos. Upload and save the desired photo, and then click the 3 dots to set the photo as a logo.   

Primary Category field: An enhancement for businesses aiming to refine their online presence. Businesses can designate their core specialization, aligning with industry standards observed by Google and Apple. Ten categories may be added; he Primary and expanded Additional categories will sync out to our Listing Sync Pro and our Citation Builder partners. How Do Primary Business Categories Work? Automatic Set-Up: For most businesses, we streamline the process by automatically setting the primary category based on data sourced from Google. This ensures accuracy and saves valuable time. Partner Collaboration: In cases where automatic setup isn't feasible, or if there's a discrepancy between our system and Google's primary category, we leverage the expertise of you, our Partners. Through the Local SEO admin dashboard, Partners can view the categories set on a business, and see what is set on their Google listing. From there you can select the most suitable primary category for the business.  API Partners: The first category sent for a location will be used as the Primary Category. This feature not only enhances business visibility but also optimizes their online presence for maximum impact. How to Use Primary Business Categories Navigate to Partner Center > Marketplace > Products > Local SEO. Click Admin View Dashboard. Go to the Category Management tab. Select the appropriate Primary categories if applicable.

Are you a road warrior? Traveling for business can be a great experience, however, it can also be a chaos ridden, hair-pulling, stress inducing nightmare if you aren't organized and prepared. In this episode of the Master Sales Series, George walks you through his top 14 tips for conquering business travel. — 14 Tips for Conquering Business Travel Welcome back. It's another edition of the Master Sales Series. We're having a lot of fun with these. And just when I think I can't come up with other topics, we come up with more topics. So coming up, one of my favorite things to talk about, and it's been some hard-earned lessons, I'm gonna give you some of my number one travel rituals, how I get through being a road warrior, 220 flights a year, 190 bloody hotel stays a year, lots of miles. It's not all it's cracked up to be. We'll talk about those travel rituals when we come back on the "Conquer Local Podcast." Don't get me wrong, traveling for business can be a lot of fun. You get to meet new people, get to go to crazy places, you get to be on a plane, somebody comes by and brings you a nice Woodford on the rocks. But you got to learn some things to make this thing...because after a while it's like, "Do I really gonna have to go to Wichita, Kansas. It's not all gonna be Paris and Rome, folks, it's gonna be times you're gonna have to go to Modesto, California." So when you're spending a lot of time on the road, it can really get to be a bit of a grind. I remember I was on the road for five weeks. This is about four years ago, five weeks straight, and it was really tough emotionally. I wasn't even in a relationship at that time. It was just George conquering the world by himself, but it was tough. I missed my kids. I missed my mom and dad. I missed my friends. You know, the hotel room start to become the same. Hard to find the bathroom in the middle of the night sometimes, run into walls and stuff. And then it starts to wear on you. Now, there also are some things that can just give you the back sweats. You know, what the back sweats are, is when you're like in turmoil and you've got a lot of stress because you lost your phone, or you can't find your passport, or you slept in, or you can't find your gate, or you check your watch and you realize your plane took off 10 minutes ago. So here's some rituals that I've come up with. And, you know, I've got a lot of people that I'm gonna credit for this that have helped me with this. So one of my really good friends, Lorrie Morgan, her company and I travel quite a bit about five years ago, and she gave me some really good advice. 1. Pick an airline, and stick with it She said, "Okay, number one, pick an airline and stick with it." You can fly other airlines, but when you pick one airline, you're gonna start to get a thing called status. And with status comes some perks. One, you get to get on the plane first. Why is that important? Well, you get overhead bin space. And that is a big deal. Because if you're late getting on the plane and you go to slide into your seat 18F and it's already full, and you've got a carryon bag, now you got to move the carryon bag back in the plane. It's gonna take you forever to get off of the...so that's number one, picking an airline. Here's some other benefits to picking an airline. When you start to get to the platinum and to the diamond tiers, you're gonna start to earn upgrades and you're going to get lounge access. Oh, and you don't have to line up in the security line, you're gonna get priority clearance. So you definitely want to sign up for every airline that has a rewards and a loyalty program, you're gonna wanna sign up for that. I've signed up for them all. I have them all. Everyone, doesn't matter which one. I fly Delta. I like Delta. I've had really good experiences with Delta and I like the people there. They do a pretty good job. Now I'll run across somebody they're like, "Oh, I hate Delta." Anyways, it really comes down to your personal preference, but I really enjoy that brand and they've got a great program. I travel a lot. I was fortunate enough to get to Diamond this year. Don't have to stand in line, lounge access. You get upgrades like crazy unless you're flying between Minneapolis and Atlanta. That's a tough one to get an upgrade on. So that's your first piece. Pick an airline. Stick with it. Get your status in place you can get some loyalty. The other thing that is nice about it is when you start on those loyalty programs, you start to get the miles and then you can utilize those miles for personal trips. And that's one of the perks. Now some companies will say, "No, you got to use those miles for business trips," but a lot of companies will say, "No, it's part of having to live in bloody airports and sleep on those stupid couches sometimes because your flight is delayed. You can keep the miles and use it as a bit of a perk." So it's a nice thing. 2. Don't do different sh*t The second item, and I'm gonna give this credit to our CEO, Mr. Brendan King, don't do different shit. Meaning do the same thing every time. Put your passport in the same pocket of your briefcase. Put your laptop in the same spot every time. Don't leave it in the seat back pocket, put it in your bag. Make sure you double check your seat back pocket every time. Make sure that your cell phone is in a certain spot. So this was one of the key components, don't do different shit means that if you are ever woken in the morning and you slept in by 15 minutes, everything should just work like clockwork because you do the same thing over and over and over again. This has been a really important lesson that I appreciate. Thank you, Brendan. It saved me a ton of anxiety. In fact, the only time I get anxiety is when I do different shit. It's like clockwork that happens. 3. You need 2 pieces of ID So another thing that has happened and, you know, I come by a lot of these lessons from the school of hard knocks, you need two pieces of ID and they should never be in the same place at the same time. So here's what I mean by that. You got your driver's license, you're gonna need it if you're gonna rent a car and you get your passport, you're gonna need that if you do any sort of travel. I always take my passport and two credit cards and I put them into the hotel room safe. And if I'm going out at night, I take my credit card and my driver's license. The reason that I made the choice to put the passport in the safe is if you lose the passport, you are literally screwed. If you lose your driver's license, you just can't rent cars. So screwed. Can't rent cars. Pretty easy, right? And this happened to me. I was in Tyler, Texas and I fell asleep. I did different shit. I gave the flight attendant my jacket. I put my passport in the pocket of my jacket. She brought back my jacket, so I could put it on at the end of the flight. Took the passport out of the pocket and put it into the seat back pocket. I was half asleep, left my passport in the seat back pocket of the plane. But oh, it gets better. I went to Delta and they've got lost and found in the Dallas airport and I said, "Hey, I was on this flight in Tyler, Texas." They said, "Oh, no problem. I'll call Lost and Found." And they did have George's passport. So that was great. I continue to travel around Texas and do business and I go to fly home and I go to Lost and Found and they did not have George's passport. Well, not George Leith, they had Jorge Vicente's passport. So not George Leith's passport. So this isn't gonna help me. So I go to the counter thinking that, "Well, I'll just use my driver's license." And the lady at the counter says, "I can't give you a flight back to Canada without a passport. If you do not have a passport, you cannot even get back." So I said, "Well, what do I do?" So I had to fly to Seattle, rent a car, drive across the border, and at the border crossing, show that I was Canadian with my driver's license and explain that I'd lost my passport. The other thing that you can do, I found out after the fact is you can go to the authorities and report your passport stolen or lost, whatever it is, and they can give you some sort of a document that you can then give to the airline. So there's other ways around it, but literally, you need to have that passport. 4. You need to have at least 2 credit cards So here's the tip, you need a couple of credit cards anyways. So this is another piece. This is why the passport and one credit card go in the safe and your driver's license comes with you. Because if you only have one credit card and it gets frauded, meaning somebody takes the number and you happen to be in Fort Worth, Texas and some dude in Miami is trying to use it at a Whole Foods, the credit card company will shut the thing down and you can't turn it on. Like just, "No, we're shutting it down. It's being frauded." So you're again, screwed if you only have one credit card. You're going to Western Union and getting your dad to wire your money or something like that. Happened to me, by the way. So now you have two credit cards. They have to have high limits, and you put one with your passport in the safe and you have your driver's license and your other credit card and now you're good to go. Even if something bad happens, somebody holds you up, you could still get back to the hotel, they know who you are, let you in, you're good to go. 5. Take a pictures of your hotel room numbers Next, take pictures of your hotel room number. Now this is an interesting thing, when you start going to three different hotels a week, every week, they all start to look the same. And I remember one night having security tap me on the shoulder. I'd had a couple of drinks. It was in Cincinnati. Went to a great restaurant named Jack Ruby's. Okay, two or three bottles of wine, it's really what it was. Anyways, my hotel was the Hyatt, I was actually in the Marriott with my room key trying to get into 621. I knew the room number, I just had forgotten what hotel I was in. Anyways, room numbers great one. I did have a time on Sanibel Island too where I had just checked in and I went up to the room and I went down to the gym and I hadn't even been drinking on this time. So no excuse other than they just all start to run together. I had to go to the front desk and ask them what my room number was. So you just take a picture, have it on your phone and then you know...and way better than carrying that little thing that they put the room card in. So there's a reason why you don't have a room number on your key, is because if somebody steals it, they can get into your room or if somebody holds you up and takes you to the room. So that's one of the reasons. If you have it on your phone, at least it's locked on the phone. 6. Take pictures of your receipts Take pictures of your receipts immediately. So this is another thing. I used to just take all the receipts and put them into a pocket in my briefcase and you lose that crap. You forget where they were from. You forget who you had dinner with. Now you're lying on your expense reports. You know, just bad things are going on. It's pretty easy. You're right there having dinner, you got the two pieces of paper because you need the detailed receipt or the accounting department is not gonna take it because whatever, you know, tax jurisdiction you're in, you need to have detailed receipts. Take a bloody picture of it right there, get yourself Concur, FreshBooks, QuickBooks, whatever it is to record them and make that expense thing way easier. Now, do I get this right? No, it's still a challenge because I'm not really a detail-oriented person. I have a personal assistant that helps me with my expenses. But even for her she really likes it when I take a picture of it immediately and send it to her. So we just have a folder and Slack and it's just between her and I and I just take a picture and I upload it to Slack. Done. I have gotten way better at that piece. Here's the thing, it's gonna save you money. The estimate that I had by crinkling them all up and putting them into a pocket and then remembering to upload them some days, I'm losing 10%, probably 15%. And when you're running $10,000 to $15,000 worth of expenses a month, do the math, it's costing you money. So that's one of the reasons why companies get you to pay for it, by the way, is because they want you to be accountable for that information that's coming through. 7. Get a credit card specialized for travel Speaking of expenses, get yourself a credit card that is specialized for travel. I use RBC Avion and it's fantastic. You're double-dipping then. You're getting points from the airline. You're getting points from the hotel. You're getting points from the car rental company, and you're getting the points on the credit card. So now you've got two different places that you can travel. You can book your airline flights, you can buy a new TV, do whatever you want with the stuff that's on your credit card and then you do the same with the hotel points and you can do the same with the car rental points so you're, you know, using a points credit card that is specialized for travel. Now the other thing that I like about the...I have the RBC Avion Infinite Privilege. It cost me $499 a year. But guess what? I've had times where I call the concierge number and they can get me concert tickets or they can get me into a hockey game that you can't get into. They can get me into a restaurant that you phone the restaurant they're like, "No, we're sold out." You phone that number like, "No, no problem. We can get you in there." Another card that our CEO Brendan King really likes is the American Express Platinum card. It's fantastic for getting into lounges. The Avion card does have the priority pass lounge thing as well. So, you know, two high-end cards, they cost you a little bit of money every year, but the perks far outweigh the $499 a year you get charged. 8. Keep EVERYTHING in the cloud Now when you're gonna be on the road, you're gonna be working. Here's a real simple thing, don't store anything on the hard drive of your bloody computer, phone, iPad, whatever you have. Keep it all in the cloud. Because if your laptop bag gets stolen, you can always go to the Apple store and buy a new one, access the cloud and still make the killer presentation to the client. So here's where I learned this one. I'm in Orlando, Florida. It's early in my career as a road warrior. I'm at American Automobile Association, the AAA. I'm gonna make a big presentation to those folks. Got the rental car. I'm out in the parking lot, pulling on my jacket, and I closed door to the rental car. And I realized that I have locked my briefcase, my keys, my phone, everything in the car, and I have to make a presentation. So thank God it was at AAA because they were able to get my stuff out of the car. They didn't even charge me. But first I was able to make my presentation because all of my presentation materials were in the cloud. So whether it's a backup and you're gonna store some resident on your hard drive or your computer or you're gonna have a hard copy, I don't really care. It's just having the backup on the cloud. You know, USB sticks are so 2010. Let's get that stuff on the cloud because then you can access it from anywhere. Imagine if you had a MacBook and you needed to use a dongle and you didn't have a VGA dongle. If you had a PC and maybe it was connect...so, you know, sometimes you go to these presentation rooms, they'll have their own resident computer connected to the projector. And if you're on the cloud, again, you can just access the cloud and still make the presentation. 9. Pack key equipment Oh, that brings me to dongles. Dongles for days, I call it. I have a little bag full of dongles. Every single freaking dongle that Apple has ever created for every computer and they follow me around everywhere. I also have my own clicker to do presentations, I just find that bring in your own stuff ensures that you're going to have a great presentation. I even went as far as buying one of those mini projectors because I was paranoid at the bulb of the projectors would go out. That didn't work out too well because the thing I bought was piece of crap. But as many things as you can have to make sure that the reason you're on the road is to do sales stuff, which is make great presentations, show off your products and services, and you got to make sure that you are bringing the right things for every occasion. 10. Always have some foreign currency Always have a little bit of currency for the country that you're traveling to. It's pretty easy to do this now. You don't have to go to the bank a week before, and I remember when I was doing some traveling early in my career you gotta get traveler's checks. I got some people right now listening to the podcast going, "What the hell is that?" Y'know, American Express traveler's checks. Don't leave home without them. It was a thing. You went and got these traveler's checks and then if you got held up or they were stolen or lost, you could just shut them off. It was pretty unique. Here's the reason why I like currency. When you get to some of these countries, they may not take credit card. And I find this a lot with cab companies. I'm not picking on cab companies, but I am. I was in South Africa and got into, you know, to the cab company that has the contract with the Johannesburg Airport. So you're thinking it's pretty legit, right? And jump into the cab, get the ride all the way to the place that I was going, and then they say, "No, we don't take credit cards." And I'm like, "Well, all I have is credit card and American cash." "Nope, don't take American cash." They wanted South African Rand. So you go to the hotel desk hoping they have an ATM. No ATM. Now you got to get the cab driver to drive you to some bank, put your credit card in to get the cashout or a debit card. Anyways, it just will save you a bit of grief as soon as you get off the plane you find one of those currency counters. Grab yourself, you know, whatever is equivalent of 100 bucks. It's nice to have some tipping money too. I did find this to be very unique to South Africa. I have, you know, yet to run across this and other jurisdictions. They have security guards in all of their parking lots so when you rent a car, there's a security guard there and they would like to see a couple of coins to make sure that your tires don't get slashed. I don't know if that's a unique to South Africa thing. I've yet to experience it anywhere else. You know, and it is nice to have a little bit of cash just to tip as you're running around. It might help you get some better service. 11. Pack smarter So next up, really simple one, but it does take some discipline, always pack your luggage the night before an early flight. Now I've taken this a step further. If I'm flying out the next day, I pack my luggage the night before. And if I'm going out for a client dinner, I pack my luggage before I even leave for the next day. Just set aside 15...the other thing is, if it's taken you more than 15 minutes to pack, you're packing a bunch of crap you don't need. So you've got to become a little bit of a minimalist when it comes to packing. You don't need eight suits. You don't need eight dresses. You don't need eight pairs of shoes. You need to come up with a wardrobe that's gonna be functional. It's gonna serve for a casual night. It's gonna serve for professional nights. You know, you don't need 20 shirts. I'm about to embark on six weeks on the road nonstop. I'm taking five shirts. I'm gonna dry clean the shit out of them. If it doesn't work out, I'll just go buy three more. The thing about it is you're gonna be on the road, it's pretty easy to go get stuff. There's a Murphy & Johnston in pretty much every airport or a Brooks Brothers. You don't need to be packing the 59-pound bag that you then have to take crap out of it. Oh, weight the bag. Like nothing irritates other travelers more than you rookie travelers that put 59 pounds worth of stuff in a bag. You can only get 50 pounds, it's a known fact. And they're gonna charge you a lot if you got more than that. The other thing that I've started doing, if I am gonna be traveling and I am going to be doing some shopping, I have a really nice leather coach bag that I pack inside the suitcase. It weighs about a pound and a half, pound and three quarters so it's about the size of a pair of jeans. And so I got one last pair of jeans but I have a bag in case we buy some stuff, we can just put it in a carryon bag and now I'm good to go and I don't have to buy another bag. 12. Invest in luggage All right, so next up, let's talk about...oh, I should talk about luggage because there are a number of different luggage brands out there. I just got back from a great trip to Asia. Wow, Rimowa, they own Asia. Everybody's got a Rimowa. Super expensive aluminum luggage. It's pretty cool. Tumi has come out with a really nice luggage bag. But the luggage bag that I'm liking today is Away. And Away is a startup that came up here recently. I bought an aluminum Away bag here just a couple months ago. It's about a third of the price of a Tumi. It's about a fifth of the price of a Rimowa. It's got a nice little USB charger inside it so it's a carry-on. You can't have the lithium battery in it if you put it underneath. And I liked it so much, I bought the large series. So when you are on the road for a longer period of time, you're gonna do the 50-pound bag, I got one of those. So Away, I told all my friends about it. A bunch of them have bought them and they love it. So it's as good as a name brand and it's a new startup that has just be a fantastic brand. 13. Check into hotel shuttles Okay, next up, your hotel might have a shuttle and that shuttle comes to the hotel. A lot of brands have, I'm a Hilton guy. Hilton has got them. Most Hampton Inns, most Hilton Garden Inns come straight to the airport, gives you ride. It doesn't cost you a penny. Maybe you should tip the guy that lifts your bags. They run pretty much on the half hours. So, you know, that's one way to get to the hotel. You know, you might have to wait a little bit but not bad. Uber is great. Lyft is great. The one thing about them though is that they put them in the weirdest places. So in Atlanta, they put the Uber and Lyft station pretty much in Miami. So you've got a walk quite a ways to get to the Uber and Lyft station. I did it right after my hip surgery last year. It was not a pleasant scene. Anyways, the reason for that is the cab companies are all in a deal with the airport. Pay them some sort of a fee to have their station right out front. But we all know about cabs, I'm not picking on them, but it's just not a good user experience. When you look ahead, you find this hotel shuttle. Uber, Lyft, fantastic as well. 14. Become a master of your apps I got one other item that I wanted to touch on and become a master of your apps, I call it. I have a folder on my phone. It's called Travel. It's got all my top travel apps that I use from checking on flight status to checking the weather at the location you're going to be at. I also have on there a great little app for renting cars called Silvercar. It's one of my favorite car rental companies. For about the price of any other car that you're gonna rent, you always get an Audi A4. And now they have the Q5. But better than that, they pick you up and they drop you off at the airport. So no more horrible rental car shuttles and parking 20 miles away and all, even drive right up to the gate and they just come get you. So it's pretty cool. It's called Silvercar by Audi now. In fact, it was a startup and Audi got involved with them and I think they ended up buying them out or something like that recently. Anyways, just a few things that will make your life a little bit better. I had someone request that I would do an addition on travel rituals. I hope that these things help you when you are on the road to become better. We welcome any suggestions that you may have that I can pass on. I'm sure there's some road warriors out there. Brad Petersen, my good buddy from MatchCraft, Kimberli Lewis from SIINDA, Paul Plant, that I have a privilege of working with. Maybe you guys have some things that you'd like to share. Get them in here to me on LinkedIn, and I would love to share them with the rest of our listeners. May the rose ride up to meet you. May the wind always be at your back. May the sun shine warm upon your face and the rains fall soft upon your fields until we meet again, and may God hold you in the palm of his hand. I'll see you when I see you. I'm George Leith.

What is the Business Profile?  All Local SEO users have access to a Business Profile tab in the product. This tab gives you and your clients the ability to edit business profile data within the Local SEO product. We've also added exciting new fields and attributes such as Special Hours (Holiday hours) and category-specific Google attributes. We also have "More Hours" available now which allows you to set things like delivery hours, drive-thru hours, etc. How will syncing of the Business Profile work?  Any account with Local SEO, a Listing Sync Pro add-on, or Citation Builder can sync out Special Hours and category-specific Google attributes. These new fields can be found under the "Hours" and "More" tabs respectively. Special Hours is great for setting things like holiday opening hours and letting customers know about special exceptions to your regular opening hours. Google attributes allow businesses to share details about their business with potential customers. Adding these attributes can allow a business to show up in search results when people search for places with those attributes on Google Search and Google Maps. Since Google attributes are category-specific, your clients will see different sets of attributes.   

Yes, the Billing Settings functionality within Business App allows users within an account the ability to 'replace' a credit card provided another one has been added. 

If the Advanced Login feature is enabled, logging into the WordPress dashboard from Partner Center or Business App could be affected if a reCaptcha is set up on the WordPress login page. When the toggle is turned off, a user can log in using www.domainname.com/wp-admin. If you would still like to log in from Partner Center or Business App, simply disable the captcha feature on the login page (If using a reCaptcha plugin, simply disabling the plugin should achieve this).

Vendasta has made it easier to update business information on your website created with WordPress Hosting Standard or Pro.  If a user selects one of Vendasta's 7 eCommerce templates (with Divi Builder and WooCommerce) they will automatically see their contact information on the front end of their site. This information is pulled from the Business Profile in Business App.  Additionally, every templated site comes with an already installed plugin that will allow users to input shortcodes or code blocks in various places on their website. These shortcodes are synchronized with the Business Profile and when updated in Business App, will be reflected on the website.  At Vendasta, we’re in the business of making site creation as easy as possible. With the sync of information users only have to worry about updating it in one area of the platform. This will help to reduce errors and outdated information; ensuring that your client’s customers can easily contact the business if need be.  It also provides website designers and developers with the flexibility to input shortcodes and blocks to display business information however they’d like.  How does the business profile sync work? Before spinning up a new website using Vendasta’s Website product, users should ensure all business information is up-to-date and accurate. This can be completed in the Business App Business Profile section.  Contact Information  Once a user has ensured their business information is correct, they can spin up their new website. It is important to note that one of Vendasta’s 7 eCommerce templates is required for this sync.  Once the site is spun up they should see accurate contact information reflected on the front end of their website.  Short Codes To use shortcodes and have the information from the Business Profile sync with a user’s website you’ll need to navigate to the WordPress Dashboard.  From here select the Tools tab and Business Profile Render sub-tab.  This plugin provides ways to automatically sync information on your site from the Company Name to a specific social network link. It includes both shortcodes and reusable blocks. Specific instructions on how to properly utilize each type of block are located within the tab in WordPress.  Video Walkthrough

Adding users to a multi-location group will allow them to be viewed in Multi-Location Business App. Go to Partner Center. Go to Accounts > Multi-location Groups. Select the Multi-Location Group you wish to add a user to, and click the Users tab. Click Add user.        5. Click the add button or create a new user.   

See how your lead generation tools are working—directly inside your monthly Executive Report. What Are Lead Analytics? When you're investing in lead generation tools—like AI receptionists, web chat, or contact forms—you want to know they're delivering results. That’s where Lead Analytics in the Executive Report comes in. This section highlights how many leads are being captured, where they’re coming from, and how effectively your tools are performing. These insights help demonstrate the ROI of your marketing efforts and show exactly how you’re engaging with potential customers. Where to Find Lead Analytics Lead Analytics appear in the Customer Relations section of your monthly Executive Report inside Business App. You’ll see: New leads captured, broken down by source (e.g., web chat, form, etc.) Conversations happening in Inbox, by channel Web chat metrics, including: Unique visitors who saw the chat Number of unique conversations Leads captured through chat Don't see this section yet? Make sure your lead capture tools are enabled and active—then wait for your next reporting cycle to view results. How to Use Lead Analytics Start capturing leads:Enable tools like Web Chat, Forms, or AI Receptionist from within Business App. Test it yourself:If you haven’t captured any leads yet, try submitting a test lead through one of your forms or chat widgets. Check your CRM:Confirm the lead appears in your CRM with a source like "Web Chat" or "Form." View your Executive Report:Navigate to the "Customer Relations" section to see the impact of your lead capture tools. Frequently Asked Questions Q: Why don’t I see any lead analytics yet?A: The Executive Report summarizes lead activity over a specific period, like a week or month. If you’ve just started capturing leads, you may need to wait for the next reporting cycle. As long as leads are in your CRM with a valid source (like web chat or form), they will appear automatically. Q: What lead sources are included in the report?A: The report includes all leads except those manually added via: CRM UI (manual entry) Bulk Import To ensure a manually added contact counts toward analytics, simply update the Lead Source field to something other than the default "crm ui" or "bulk import."

“New car dealerships are eligible for multiple listings. You can have one listing for your dealership and one listing for each brand you sell of new cars.” To be eligible for this each department must have its own unique phone number and staff. For example, someone in sales does not service customers looking for parts and services. Only new car dealerships with storefront branding are eligible to have an additional listing. Departments can be displayed on the listing through "relation association". This can be performed by submitting any new requests for a department to https://support.google.com/business/contact/agency, as the Agency Support team should be your first point of contact to help set the relations of the department listing.  Google Business Profile Rules for Departments: https://support.google.com/business/answer/3038177?hl=en Publicly-facing departments that operate as distinct entities should have their own page. The exact name of each department must be different from that of the main business and that of other departments. Typically such departments have a separate customer entrance and should each have distinct categories. Their hours may sometimes differ from those of the main business. Acceptable (as distinct listings): "Walmart Vision Center" "Sears Auto Center" "Massachusetts General Hospital Department of Dermatology" Not acceptable (as distinct listings): The Apple products section of Best Buy The hot food bar inside Whole Foods Market For each department, the category that is the most representative of that department must be different from that of the main business and that of other departments.   For example, The main business "South Bay Toyota" has the category "Toyota Dealer" whereas the "South Bay Toyota Service & Parts" has the category "Auto Repair Shop" (plus the category "Auto Parts Store") Example A - Multiple new car brands in a single location: Jaguar and Land Rover dealerships operate out of the same building, and use the same address, phone number, storefront branding, and authorization. Car dealerships practice this due to the distinct brands belonging to the same company. Example B - Multiple departments for a single location: A Toyota dealership wants to have their Service department and Sales department as separate Google Business Profiles, they can do so if the departments have separate phone numbers. Not eligible: Used car dealerships and "pre-certified" sales departments  - Car dealerships primarily selling used cars, who carry and sell multiple vehicle brands are not eligible to have more than one listing for their business. For example, used car dealerships are only eligible for one listing since car brands that are sold can change frequently. Get started with Google Business Profile for auto dealers: https://support.google.com/business/answer/9074290 FAQs Q. If the used auto dealership has a "pre-certified" sales department that only sells the same brand, would this be eligible as a unique department? A. No, used car dealerships are only eligible for one listing since car brands that are sold can change frequently. They deemed that pre-certified vehicles are still used cars and should not have a separate listing.   Q. Can I link the different departments for my new car dealership under one Reputation Management? A. No, each department would act as its own location and would require its own Partner Center account and Reputation Management to monitor/respond to reviews. Q. How can I monitor my dealership with multiple Google Business Profile departments? A. If an eligible new auto dealership and each department have its own separate Google Business Profile and Partner Center account, those multi-location businesses can be managed under one Business App user, but still need separate Partner Center accounts in the platform.