How to Build a MLB Listing - Automation

June 16, 20263 min read

This process should be completed immediately after a new sale email is received.


Step 1 — Locate the New Sale in the CRM

  1. Open the CRM

  2. Select the Maryland Local Marketing account (NOT Maryland Local Leads)

  3. Click the Opportunities tab on the left

  4. At the top, select MLB Featured/Plus Onboarding

  5. Locate the new sale

  6. Click directly on the underlined opportunity name & assign yourself to the contact

Copy the business website and open it in a new tab to begin gathering information.


Step 2 — Gather Business Information

Open all relevant links before starting:

  • Business website (place in the contact)

  • (If no website then gather a paragraph about what they do who they are and what product or services they sell) and place in the "Tell Us About Your Business
    " section of the contact under Form | Onboarding Form


Step 3 — Create Logo Files in Canva

  1. Download the business logo

  2. Open the Canva stack “Logos and More”

  3. Create TWO files:

Logo Version

  • Enlarge and center the logo

  • Save with transparent background

  • Name format:
    Business Name Logo

Product Image Version

  • Duplicate the logo page

  • Add background image of something aesthetically pleasing pertaining to business

  • Round corners or photo to 100

  • Add logo somewhere on top of the photo

Save with transparent background

Name format:
Business Name Product Image

Example:

2

Step 4 — Find images

  • Find a banne rimage and creat rit in MLB BANNERS

  • Horizontal image (panaramic on istoc jif needed)

  • Find 8-9 gallery photos and you can size them in here if you woudl oike , but is not neceassay if they are close to square or horizontal. Product Gallery Images (can use istock)


Step 7 — Upload Photos

Upload photos to the form | onboarding form section of the content


Step 9 — Complete SEO Section

From chat output:

  • Add Focus Keyphrase

  • Add Meta Description (shorten if too long until indicator turns green)

  • Add Keyphrase Synonyms

  • Add 4 Related Keyphrases + Synonyms

If fields glitch:

  • Save

  • Refresh

  • Continue


Step 10 — Add Short Description & Business Details

Add:

  • Product Short Description

  • Address (leave blank if none)

  • Phone

  • Email

  • Website

Ensure no extra spaces in address fields.


Step 11 — Add Featured Service Section

  1. Add Service Name

  2. Add description

  3. Add button label in price field

  4. Add booking/contact link

  5. Upload service image (website, Facebook, or stock)


Step 12 — Add Product Gallery Images/Videos

  • Locate Product Gallery

  • Gather as many photos as it takes to take up the length of the description/words (Usually 6-10 images) (Horizonal photos are better)

  • If you can locate a horizontal video please add that in the video embed code section


Step 13 — Assign Categories & Counties

  • Uncheck Uncategorized

  • Check Businesses

  • Select appropriate category

  • If none fit → select More

Add counties based on business location.


Step 14 — Connect Google Reviews (Trustindex)

  1. Log into Trustindex

  2. Connect Google Reviews using Google Business Profile link

  3. Create review widget

  4. Clone widget

  5. Rename widget to business name

  6. Copy TOP code snippet

  7. Paste into Review Code Snippet section (Text mode)

  8. Save / Update

Reload listing to confirm reviews appear.

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