Browse the field guide 48 workflows
Customer Retention

Review and Publish a Website Update

Move a trade website change from draft through preview, quality checks, domain readiness, and a monitored publish.

Usually handled by
Marketing owner or authorized website administrator
Working time
About 18 minutes
Related workspace
View site builder features
Start here Main menu → Marketing → Site Builder
The result

What good looks like

A published, mobile-ready site version with correct contact paths, service coverage, forms, domain state, and traceable release history.

Before you start

Have these details ready

  • Approved copy, offers, services, locations, and business details
  • A draft site version and required assets
  • Authorized domain and publishing access
Step-by-step

Run the workflow

  1. Confirm the change brief

    Identify the exact pages, services, locations, offer dates, phone numbers, forms, and legal claims being changed. Remove unsupported superlatives or guarantees.

  2. Edit the draft

    Update content and media in the Site Builder workspace. Keep homeowner language direct, use actual service-area terms, and preserve one clear call or booking action.

  3. Preview key paths

    Review home, service, location, contact, and campaign pages on desktop and narrow mobile widths. Test navigation, phone links, buttons, and forms.

  4. Run publishing checks

    Resolve missing required content, broken links, invalid domain/DNS/SSL state, accessibility issues, and stale offer details shown by the workspace.

  5. Queue or schedule publish

    Select the reviewed version and use Queue Publish or the scheduled-publish controls. Confirm the intended domain and release time.

  6. Verify after release

    Open the live site, submit a controlled lead, test call/booking links, and check the publish log and marketing capture. Roll forward with a corrected version when an issue is found.

Close the loop

Check your work

Do not call the workflow complete until these statements are true.

  • The live version matches the approved draft
  • Mobile navigation, forms, and calls-to-action work
  • A test lead reaches Service Opus with source context
Common problems

If something does not look right

Publishing is blocked

Use the domain and publish operations panel to resolve the named version, domain, DNS, SSL, or validation condition.

The live site is wrong

Preserve evidence, correct the draft/version, and publish the verified replacement; do not make untracked production edits.

Handoff

Keep the workflow moving

Sales and Customer Intake Track Where New Work Comes From

Use consistent source data so owners can see which campaigns create qualified leads, booked work, and collected revenue.

 Sales and Customer Intake Capture and Assign a New Lead

Record a new inquiry while the caller or form submission is still fresh, then put one person in charge of the next contact.

 Customer Retention Request and Follow Up on a Customer Review

Ask satisfied customers at the right time, monitor delivery, and route unhappy feedback into service recovery.
Put the process to work

Run the workflow with your own customers, crews, and pricebook.

Start a trial or review the connected feature workspace before setting up your team's process.

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