Personal Branded Sites – Tiers 2/3 Setup Checklist


Clients/Partners will provide all of the content for the site after they have purchased their domain. The VA assigned to the project will be notified and a link to the content will be provided.

Client’s content and access (see the PBM checklist and Access Checklist for more information):

  • Personal Domain name
  • DNS access
    • *Optional: the client may elect to configure their DNS nameservers themselves
  • Media
    • High-authority images
      • e.g. on stage, authority network, …etc
    • High-authority videos
      • e.g. speaker reals, authority networks, podcasts, …etc
  • Links to existing content
    • e.g. podcasts, videos, audio, etc…
    • Social media access
  • Experience can be copied from LinkedIn or provided by the client if no LinkedIn account is provided
  • Testimonials
  • Partnerships and Sponsors
  • Businesses, achievements, and current position (title)
  • Bio
    • long-form can be repurposed but may provide short-form as well
  • Contact info
    • Email
    • Address *optional
    • Phone *optional
  • 2 Cover photos or large high-authority images 
  • The list of items you need before you generate a website using the BlitzMetrics site generator.
  • Password for username to the website*.
  • Website’s domain name, e.g.
  • The website name, e.g. Cool Consulting Agency.

Execution Checklist – Create a new site on BlitzAdmin

  1. Log into with the username
  2. Click on the WordPress tab.
  1. Click the New Site button.
  2. Under Domain, write the domain name.9202f6ab 3efd 4bcc a683 d1cd8810b86b
  1. Under Title, write the website name.
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  1. Under Admin Email, write
  2. Under Admin First Name, write Access.
  3. Under Admin Last Name, write Access.
  4. Under Admin Username, write
  5. Under Admin Password, write a password.
  6. Under Theme, select Vanilla.
  7. Click Submit.

If the new site domain you have submitted is a subdomain on the Dashboard root domain (ex. then the site submission process is complete. 

If the site domain is a custom domain (ex. then there are several other steps you must follow to point the domain at the new site. Be aware that subdomains on custom domains are not supported by the site builder. So, is fine, but is not. 

Do not undertake this process if the domain is being used by other services – including email, websites, validation, apps, etc. These services will no longer work once the nameservers are changed. 

On submission, you will see a popup similar to the image below. 

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You’ll be providing that list of nameservers to the domain registrar/DNS host. These instructions are for GoDaddy (the registrar used by BlitzMetrics), but will be roughly similar for other registrars and DNS hosts.

1. log in to GoDaddy. Navigate to ‘Manage My Products” → “Domains”.  Select the domain you already submitted via the site builder. This will take you to the “Domain Settings” screen.

2. Under the “Additional Settings” card, click the “Manage DNS” button. (See Screenshot.)

image 7

3. On the “Manage DNS” screen, click the “Update” button on the “Nameservers” card.

image 3

4. On the “Edit Nameservers” dialog, choose “Enter my own nameservers (advanced).” 

image 6

5. Enter the 4 nameservers provided during the site-submission


image 4

6. Click “Save.” If you encounter a confirmation popup for nameserver changes, click the checkbox and “Continue.” 

image 2

It can take 24-48 hours for the DNS changes to propagate. 

Execution Checklist – Import the Template Theme

  • Navigate to the demo site* and log in with the following credentials:
    • Username: 
    • Password: jauFoDLbfzhy
    • Navigate to the new client site you create on BlitzAdmin. If you do not already have access navigate to -> WordPress and search for the client’s domain name ( in the example below) and click the lock icon to reveal the admin credentials.
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  • Install the All-In-One WP Migration plugin:
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  • Navigate to the All-In-One WP Migration -> Import page.
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  • Download the .wpress file from Google Drive.
  • Click “Import From” and select “File”
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  • Select the “File” option and upload the personal-brand-template-site.wpress file you just downloaded from Google Drive.
  • A popup progress bar will appear. A warning will appear requesting that you back the site up before proceeding with the importation process. Select “Proceed” and, once it appears, “Finish”.
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  • Once the import is complete, check to make sure the new site theme and all plugins have been installed and activated. Also, check that the correct pages and posts have been imported.
    • Refer to this spreadsheet for information about which plugins are required for the client’s chosen package (level 1, 2, or 3). If a plugin requires a license, it will be included in the spreadsheet.
  • The site will automatically log you out when the migration is complete. Log back in with the following updated credentials and uninstall the All-In-One WP Migration plugin.
    • Username: 
    • Password: jauFoDLbfzhy
  • Install the Better Search and Replace plugin
  • Navigate to the search and replace page
  • Run the search and replace function for each of the following conditions:
    • Find “” with the client’s domain and replace it with the new site’s actual domain (e.g.
    • Find “Client Name” and replace it with the Client’s first name and last name (e.g. Dennis Yu).
    • Find “Client’s” and replace it with Client’s first name (e.g. Dennis’ or Daniel’s).
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  • Notify the team that the process is completed in Basecamp.
  • Deactivate and uninstall the All-In-One WP Migration plugin.
  • If the customers purchased a tier 2 or 3 site, go through the digital plumbing checklist to set up the client’s Google Tag Manager account. Level 1 customers will be directed to the Digital Plumbing course for instructions on how to set up their digital plumbing.
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  • Next, create a new search console property by navigating to and click Property Selector -> Add Property
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    • Provide the client’s domain and select 
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    • Copy the code snippet from the verification page
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    • In the site’s GTM container, create a new custom HTML tag and provide the code you just copied. 
    • Then, publish the changes.
    • Finally, navigate to Search Console and click “Verify”. 
  • Once you have all of the client’s content, it is time to begin populating the templates.
  • Navigate to Tools -> Better Search Replace and run each of the following conditions:
    • Find “” and replace it with the site’s domain 
    • Find “Client Name” and replace it with the client’s first and last name
    • Find “Client’s” and replace it with the client’s first name (e.g. Dennis’ or Daniel’s)
  • Navigate to Admin -> Pages and click “Edit” to begin implementing any of the available pages. Go through each one by one, making sure all placeholders are replaced.