gShift Agency Customer Training Agenda

Session I – Getting Started/Onboarding (60-90 minutes)
gShift Agency users are guided through the initial setup and configuration of new Clients and Web Presences within gShift. Key concepts related to the keywords, content, competition and the importance of establishing a focus around each will be discussed.

  • Introductions
  • Review gShift New Customer Onboarding Questionnaire
  • Review Agency level configuration
    • Keyword breakdown – Keywords x Search Engines
  • Adding and configuring a Client
    • Client keyword allotments (if agency)
  • Adding and configuring a Web Presence
  • Web Presence Overview Dashboard Initial Review
  • Following keywords
    • Adding Search Engines
    • Adding Keyword Klusters
  • Adding known competitors
  • Following On-Site and Off-Site Content
    • via Data Beacons
    • via Keyword Top 50
    • Manually

This session is aimed at providing gShift customers and users with enough configuration/data to proceed with Sessions II and III, as needed.

Recommended next steps:

  • Review the gShift Getting Started Guide.
  • Configure client’s Web presence based on what you learned in this session.


Session II – Using gShift in Your Business (60-90 minutes)
gShift users are guided through a standard top-down approach to focusing on, analyzing and acting upon data related to keywords, content and competitors via templated or custom gShift Dashboards and Data Beacons.

  • Web Presence Overview Dashboard Deep Dive and Workflow
  • Top-down approach
  • Review data/insight in each Beacon
  • Demonstrate keyword, content, competitor discovery
  • Drill drown through:
  • Visibility Score
  • Competitive Share of Voice
  • Top Performing Content (Content Optimizer Workflow)
  • Create a New Dashboard via Template and/or from Beacon Library
  • Beacon Snapshots and/or Dashboard PDF Report
  • If time permits and, as needed, users may also review:
  • Site Auditing
  • Social Signals and Analytics
  • Backlink Analysis
  • Activities

Recommended next steps:

  • Create a custom Dashboard or customize the Web Presence Overview Dashboard.
  • Run a Site Audit. (as needed)
  • Review Social Signals. (as needed)
  • Review Backlinks. (as needed)
  • Add Activities. (as needed)


Session III – Your gShift Reporting (60 minutes)
gShift users are shown how to configure, run/schedule, interpret and annotate white-labeled Reports, which can be downloaded in PDF, Word or Excel formats, as needed.

  • Web Presence Report
    • Configuration
    • Single or Comparative Date Ranges
    • Running a report manually
    • Scheduling a report
    • Review Data in HTML Version
    • Annotations and Labels
    • Review Data in PDF Version
  • Competition Report
  • Competitive Visibility Report
  • Keyword Reports
  • Site Audit Report

Recommended next steps:

  • Configure and run or schedule a Report.


Session IV: Using kontextURLs to Track Content Engagement (60-90 minutes)

Stand alone session – see here.


Session V: Using gShift to Generate Sales and Justify Budgets (35 minutes)
gShift discusses how data and reporting can be used as a pre-sales tool to identify weaknesses, opportunities and threats related to a prospect’s Web presence in order to have a more insightful differentiated sales conversation.

  • Site Audit
  • Competition Report
  • Competitive Visibility Report
  • Configurable Pre-Sales Dashboard Template
    • Competitor Discovery
    • Competitive Comparison
    • Keyword Discovery
    • Content Discovery

Recommended Next Steps:

  • Run a Site Audit on a prospect’s website.
  • Create a pre-sales Dashboard.