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itzseo
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Team member

You were invited to a workspace and need to find your way around and do your daily work.

70 lessons, about 5.8 hours.

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Getting started

  1. 1What ItzSEO is and how it is organisedThe three ideas everything else builds on: your workspace, the projects inside it, and the people you let in. 4 min5 stepsBeginnerAgency owner or manager, Team member
  2. 2Find your way around the screenThe icon rail, the page finder, search, the top bar and the two menu styles, on a computer and on a phone. 6 min7 stepsBeginnerAgency owner or manager, Team member
  3. 3Put ItzSEO on your phone's home screenInstall ItzSEO from the browser so it opens full screen like an app, on iPhone and on Android. 4 min4 stepsBeginnerAgency owner or manager, Team member

Lead funnels and selling websites

  1. 4Follow each lead in the Revenue inboxRead the status strip, act on milestone messages and tasks, and send a ready WhatsApp message in the lead's language. 7 min6 stepsBeginnerAgency owner or manager, Team member
  2. 5See every self-build lead by stageUse the Self-build leads list on the funnel page to find the leads worth a nudge today. 4 min5 stepsBeginnerAgency owner or manager, Team member
  3. 6Explain the price and the free trial to a leadWhat a self-built website costs, what the 7 free days include, what happens when they end and what changes after payment. 5 min5 stepsBeginnerAgency owner or manager, Team member
  4. 7Help a lead who is stuckQuick fixes for the problems leads report most: lost link, cannot go live, cannot pay and the photo limit. 6 min5 stepsIntermediateAgency owner or manager, Team member

SEO tools

  1. 8Research keywords and save the ones worth targetingStart from one seed phrase, read volume, difficulty and intent for the related searches, and build the project's saved keyword list. 6 min7 stepsBeginnerAgency owner or manager, Team member
  2. 9Track where your keywords rank on GoogleChoose which saved keywords to track daily, read position and 7-day change, and spot easy wins. 6 min7 stepsBeginnerAgency owner or manager, Team member
  3. 10Find keywords your competitors rank for and you do notAdd competitor domains, wait for the first sync and read the Keyword Gap table by opportunity. 5 min5 stepsIntermediateAgency owner or manager, Team member
  4. 11Find pages that compete with each otherUse Search Console data to find searches where two or more of your own pages compete, and choose the fix for each. 5 min5 stepsIntermediateAgency owner or manager, Team member
  5. 12Audit a pageRun an SEO audit on any public page, with Core Web Vitals, and read the score and the page snapshot. 5 min6 stepsBeginnerAgency owner or manager, Team member
  6. 13Work through the issues an audit foundRead each issue's severity, impact and effort, follow the fix steps, and mark issues fixed or ignored. 5 min6 stepsBeginnerAgency owner or manager, Team member
  7. 14Find every page on the site and see what Google has indexedDiscover pages from Search Console, the sitemap and a crawl, then filter to the ones Google has not indexed. 6 min7 stepsBeginnerAgency owner or manager, Team member
  8. 15Submit pages to Google and other search enginesSubmit pages one at a time or in bulk within the daily quota, turn on daily auto-submit, inspect a page and set up IndexNow. 7 min7 stepsIntermediateAgency owner or manager, Team member
  9. 16See whether AI assistants mention your clientAdd the questions customers ask AI assistants, scan them, and read who gets cited: linked, named or not at all. 7 min6 stepsBeginnerAgency owner or manager, Team member
  10. 17Get and act on recommendations for uncited queriesGenerate advice for the queries where the client is not cited, mark it done or dismiss it, and create an llms.txt file. 5 min6 stepsIntermediateAgency owner or manager, Team member
  11. 18See who holds Google's answer boxes for your keywordsUse the Answer Engine to find featured snippets, AI Overviews and People Also Ask boxes you hold, can win, or must rank for first. 6 min6 stepsIntermediateAgency owner or manager, Team member
  12. 19Import your backlinks and read the reportBring in the site's real links from Google Search Console for free, then read totals, anchor texts, referring domains and most-linked pages. 6 min5 stepsBeginnerAgency owner or manager, Team member
  13. 20Log the links your team buildsRecord every placement with its source, target, anchor, cost and status, and get a review of the whole portfolio. 5 min7 stepsBeginnerAgency owner or manager, Team member
  14. 21Read the project dashboardSee search, analytics and ad results for one client on one page, and open the combined view. 5 min5 stepsBeginnerAgency owner or manager, Team member
  15. 22Get prioritised SEO recommendations for a projectRun the SEO Advisor to turn search and analytics data into a short list of actions, each with its evidence. 4 min5 stepsIntermediateAgency owner or manager, Team member
  16. 23Read the weekly insightsEach Monday a project gets a short digest of wins, drops, opportunities and issues. Generate the first one and learn to read it in two minutes. 4 min5 stepsBeginnerAgency owner or manager, Team member

Content and websites

  1. 24Generate an article from a keywordGive a target keyword, approve the brief, and let the article be written while you watch. 6 min6 stepsBeginnerAgency owner or manager, Team member
  2. 25Edit an article and export itEdit in markdown with a live preview, move the article through its statuses and export it in the format you need. 4 min5 stepsBeginnerAgency owner or manager, Team member
  3. 26Get the client's approval on an articleSend an article to the client for sign-off, read their note, and discuss changes in comments. 4 min5 stepsIntermediateAgency owner or manager, Team member
  4. 27Publish an article to a websiteAdd images and a description, then publish to a website built in ItzSEO or to WordPress, and update the post later. 6 min7 stepsIntermediateAgency owner or manager, Team member
  5. 28Create a website with Web DesignAnswer a short brief about the business and let the first version of the site be built for you. 7 min6 stepsBeginnerAgency owner or manager, Team member
  6. 29Edit a website in the workbenchChange text and styles by clicking, ask for bigger changes in the chat, add ready-made sections and undo a change. 6 min6 stepsBeginnerAgency owner or manager, Team member
  7. 30Publish a website and connect a domainCheck the site for issues, publish it to a free address, connect your own domain and roll back if something goes wrong. 6 min6 stepsIntermediateAgency owner or manager, Team member
  8. 31Import an article you already wroteBring a finished article into a project without having a single word changed. 3 min5 stepsBeginnerAgency owner or manager, Team member
  9. 32Add a form to a website you builtBuild a form with the form builder, choose what happens after a visitor submits it, and read the submissions. 6 min8 stepsBeginnerAgency owner or manager, Team member

Contacts, inbox, forms and booking

  1. 33Add a contact and find it againCreate a lead or client by hand, set its stage, value and follow-up date, then search, filter and export the list. 5 min7 stepsBeginnerAgency owner or manager, Team member
  2. 34Import contacts from a spreadsheetPaste or upload a CSV, check the column mapping and preview, then import. 5 min6 stepsBeginnerAgency owner or manager, Team member
  3. 35Work a contact: log calls, set the next step, promote to clientUse the contact page to record every meeting and call, keep the follow-up date current, and turn a lead into a client. 6 min6 stepsBeginnerAgency owner or manager, Team member
  4. 36Move deals through the pipeline boardSee leads, qualified leads and clients as columns with their value, and drag a card to advance a deal. 4 min6 stepsBeginnerAgency owner or manager, Team member
  5. 37Use the Messages inboxTell Revenue from Internal, filter conversations, message a teammate and clear what needs no reply. 5 min6 stepsBeginnerAgency owner or manager, Team member
  6. 38Start a group chat, a client chat or a text messageUse New chat to message several people at once, bring in a client by email, or send an SMS to a contact. 4 min5 stepsBeginnerAgency owner or manager, Team member
  7. 39Create a lead formBuild a form with the fields you need, map answers onto the contact, and publish it. 6 min7 stepsBeginnerAgency owner or manager, Team member
  8. 40Share a form and decide what happens to each submissionCopy the public link or embed code, set the success message, tags and chat thread, and show your company details. 5 min6 stepsBeginnerAgency owner or manager, Team member
  9. 41Create a booking pageLet people book a call from a link: set the length, your weekly hours, notice and buffer, and attach a Google Meet link. 6 min7 stepsBeginnerAgency owner or manager, Team member
  10. 42Keep track of things with remindersCreate a reminder with a due time and priority, have it keep nagging until done, and snooze or complete it. 4 min6 stepsBeginnerAgency owner or manager, Team member
  11. 43Call someone from a chatStart a voice or video call from any one-to-one conversation, with teammates or with leads, and share your screen. 4 min5 stepsBeginnerAgency owner or manager, Team member

Marketing and automation

  1. 44Send an email campaignCreate a campaign, write it with a personal greeting, choose the audience, send yourself a test and schedule it. 7 min7 stepsBeginnerAgency owner or manager, Team member
  2. 45Send a text message campaignConnect your Twilio account, write a short message with the contact's first name, and schedule it. 5 min6 stepsIntermediateAgency owner or manager, Team member
  3. 46Plan and schedule social media postsSet a strategy, connect your accounts, let the week be drafted for you, then review, edit and schedule each post. 7 min7 stepsIntermediateAgency owner or manager, Team member
  4. 47Generate an image for a post or a pageDescribe the picture, choose its shape and style, generate it and download it. 3 min5 stepsBeginnerAgency owner or manager, Team member
  5. 48Make on-brand social graphicsGive one idea, choose the sizes you need and get a graphic in your brand colours for each network. 5 min6 stepsIntermediateAgency owner or manager, Team member
  6. 49Build an automatic email journeySend a series of emails when someone joins a list or gets a tag, with waits and branches based on what they do. 6 min6 stepsIntermediateAgency owner or manager, Team member
  7. 50Build a segment of contactsDefine a group by rules, such as tag, stage or recent activity, and use it as a campaign audience. 4 min5 stepsIntermediateAgency owner or manager, Team member

Client work and the client portal

  1. 51Manage a project's tasks on the boardCreate tasks with an assignee, priority and due date, move them across the columns and choose what the client can see. 6 min7 stepsBeginnerAgency owner or manager, Team member
  2. 52See everything assigned to you in My tasksOne list of your tasks across every project, most urgent first, with a quick way to finish them. 4 min5 stepsBeginnerTeam member
  3. 53Submit your daily standupRecord what you worked on with the time spent, your plan for tomorrow and anything blocking you. 5 min5 stepsBeginnerAgency owner or manager, Team member
  4. 54Keep notes on a projectCapture client briefs, meeting notes and decisions where the whole team can find them. 3 min4 stepsBeginnerAgency owner or manager, Team member
  5. 55Keep structured lists in RecordsCreate a table for anything a project tracks in rows and columns, import an existing list, and see the history of every row. 6 min8 stepsBeginnerAgency owner or manager, Team member
  6. 56See who did what on a projectRead the project's activity log and filter it by kind of action or by person. 2 min4 stepsBeginnerAgency owner or manager, Team member

Team, attendance and payroll

  1. 57Clock in, take breaks and clock outRecord your working day from the top bar or the attendance card, including breaks. 3 min6 stepsBeginnerTeam member
  2. 58Check your attendance for the monthRead your monthly calendar, worked hours and breaks, and open any day's event log. 3 min4 stepsBeginnerTeam member
  3. 59Apply for leaveRequest time off with the right leave type, dates and reason, and follow the request until it is decided. 4 min6 stepsBeginnerTeam member
  4. 60Track your overtime and find your payslipsSee overtime waiting for approval and comp-off earned, and download your finalized payslips. 4 min4 stepsBeginnerTeam member
  5. 61Read your scoreboardUnderstand your daily score, its four parts and your badges, and choose whether you appear on the public board. 4 min5 stepsBeginnerTeam member
  6. 62Read the department leaderboardSee how your department ranks, what the bands mean and, as a manager, the full ranking. 3 min5 stepsBeginnerAgency owner or manager, Team member

Store, accounting, courses and community

  1. 63Record a meeting and get a summaryJoin scheduled calls, record an in-person meeting on your phone, and read the transcript summary when it is ready. 5 min5 stepsBeginnerAgency owner or manager, Team member
  2. 64Fulfil, refund and cancel store ordersWork through orders: mark offline payments as paid, ship with a tracking number, refund and cancel. 6 min6 stepsIntermediateAgency owner or manager, Team member
  3. 65Take a course and get your certificateFind a course, study its lessons and quizzes, follow your progress in My Learning and open the certificate when you finish. 5 min6 stepsBeginnerAgency owner or manager, Team member
  4. 66Use the community feedFollow people, read your feed and the public feed, save posts and share a story. 3 min5 stepsBeginnerAgency owner or manager, Team member

The AI assistant and settings

  1. 67Ask the ItzSEO AI assistant to do things for youAsk questions about your workspace in plain words, let the assistant act, and approve or cancel anything that changes data. 5 min5 stepsBeginnerAgency owner or manager, Team member
  2. 68Choose which notifications you getTurn email notifications on or off by type, enable push on your device, and set quiet hours. 4 min5 stepsBeginnerAgency owner or manager, Team member, Client of an agency
  3. 69Set up your public profile and your brand pageFill in how you appear to others, and create a page where clients can follow your agency's updates. 5 min5 stepsBeginnerAgency owner or manager, Team member
  4. 70Connect Google Calendar and ZoomLet the assistant read your calendar, propose meeting times and create Meet or Zoom links. 3 min4 stepsBeginnerAgency owner or manager, Team member
Full course outlineAgency owner or managerClient of an agencyBusiness owner building a websiteTester or video producer