Phase 1 · Onboarding

Local Citations
Initial Build

Build a consistent citation presence across key Australian and global directories. Audit what already exists, then systematically create new listings using verified business details.

Phase: 1 — Onboarding Frequency: Once at onboarding Duration: ~8 hrs / 50 citations Deliverable: Citation tracking sheet
00 Overview

What this task involves

Citations are online mentions of a business's Name, Address, and Phone number (NAP). For a new client, the task has two stages: first audit what already exists on the web, then create new listings to build volume. The sheet drives everything — business details go in once and stay consistent across every directory.

Why it matters

Google cross-references business information across the web to verify legitimacy. Inconsistent NAP (e.g. slightly different address formats) signals unreliability and suppresses local rankings. Volume also matters — more consistent citations = stronger local authority. Without this baseline, on-page work delivers less.

Flagged for automation: At ~8 hours per client this is one of the biggest time sinks in onboarding. The manual process below is the current standard — but look for opportunities to batch-submit using tools like BrightLocal or Whitespark where possible.

The two-tab sheet structure

We use a Google Sheet with two tabs per client:

  • Citation Audit — business details panel on the left, existing citations listed on the right. This is filled in first.
  • New Citations — same business details panel copied across, then a numbered list of new directories to submit to, with login credentials and live URLs recorded.
01 Set Up the Sheet
1

Create a new Google Sheet for the client

Make a copy of the master citation template (or create fresh) and save it to the client's Drive folder. Name it: [Client Name] — Citation Sheet

The sheet needs two tabs:

  • Citation Audit — for existing citations
  • New Citations — [Month Year] — e.g. "New Citation — March 2026"
Tip: Both tabs have the same business details panel. Fill it in once on the Citation Audit tab, then copy it across to the New Citations tab. This prevents inconsistencies.
02 Input Business Details

Fill in every field in the business details panel of the Citation Audit tab. This is the single source of truth — every directory submission must use exactly these values.

Business Name
Exact legal/trading name as registered
Logo Image URL
Direct link to the client's logo (hosted online)
Business Description
2–4 sentence description covering services, location, and key value prop
Google Maps Link
Short link from Google Maps (maps.app.goo.gl/...)
Business Category
Primary category — match the GBP category exactly
Address
Full address in one consistent format — e.g. 2/50 Bridge St, Sydney NSW 2000 Australia
Opening Hours
e.g. Mon–Fri: 9am–5pm | Sat–Sun: Closed
Phone
Primary business number — same format every time (e.g. 1300 034 998)
Email
Business contact email (not a personal address)
ABN
Australian Business Number (required by many .au directories)
Website
Canonical homepage URL — include the trailing slash if the client uses it
Social Profiles
Facebook, LinkedIn, YouTube — full profile URLs
2

Also collect: Services and Keywords

The New Citations tab includes two additional panels used when filling in directory profiles:

Services / Products List each core service on a separate line. These go into the "Services" or "Tags" fields on directory profiles. Example: NDIS Software Solutions, NDIS Plan Management Software, Workflow Automation for Plan Managers.
Keywords List 8–10 target keywords from the keyword research output. Used to inform how you write profile descriptions and which categories to select on directories.
Critical: Once you fill in the NAP details, do not deviate from them when submitting to directories. Copy-paste the address, business name, and phone number — do not retype them. One misplaced comma or abbreviated "St" vs "Street" creates inconsistency that hurts rankings.
03 Audit Existing Citations

Before creating anything new, find out what already exists. Duplicate or inconsistent citations are worse than none.

3

Search for existing listings

Use Google to find existing citations for the client. Try these search operators:

  • "[Business Name]" site:facebook.com OR site:linkedin.com OR site:yelp.com
  • "[Business Name]" "[Phone Number]"
  • "[Business Name]" "[Address]"
  • "[Business Name]" directory OR listing OR "business profile"

Also check common platforms directly: Facebook, LinkedIn, YouTube, Google Business Profile, Yelp, True Local, Yellow Pages AU.

4

Record each existing citation in the Citation Audit tab

For every listing you find, add a row to the Citation Audit table with:

  • NO. — sequential number
  • DEFAULT URL — the directory domain (e.g. facebook.com)
  • STATUS — Active, Inactive, or Inconsistent
  • URL — direct link to the listing
Flag inconsistencies: If the existing listing has a different business name, address format, or phone number — mark it as "Inconsistent" and note what's wrong in a comment. These need to be corrected before or alongside creating new citations.
5

Note which directories are already covered

Keep a running list of directories already live. You will use this list when building new citations to avoid creating duplicates on the same platform.

Exception: Social media (Facebook, LinkedIn, YouTube) and government sites (.gov.au) may already appear — these are expected and do not count against your target of new citations. Do not skip them in the audit, but they don't need to be re-submitted.
04 Create New Citations

Standard initial build is 50 new citations for a Premium client. Lower tiers get a smaller core set. Focus on Australian directories (.au domains) first, then global high-authority platforms.

6

Find directories to submit to

Prioritise in this order:

  • Australian .au directories — search Google for: site:.au "submit business" OR "add listing" [category]
  • High-authority global directories — Clutch, Foursquare, Bark, Brownbook, Hotfrog
  • Industry-specific directories — relevant to the client's sector
  • Location-specific directories — e.g. sydney.cataloxy.net, newsouthwales.localitylist.com.au

Cross-reference against the Citation Audit list — do not submit to any directory that already has an active listing.

7

Create a dedicated login email for the client

Most directories require an account to submit a listing. Create one shared email address for the client's citation work — typically a Proton Mail address (e.g. [email protected]). This keeps all citation logins separate from the client's main inbox and avoids spam.

  • Use the same email address across all directories where possible
  • Generate a strong base password — some sites will require unique passwords, note any variations
  • Save the email and password in the sheet's "Email Login" and "Password" columns for each listing
8

Submit each listing

For each directory, follow this process:

1. Check for an existing listing first Search the directory for the business name before creating a new profile. If one exists, claim it and correct any inconsistencies instead of creating a duplicate.
2. Fill in all available fields Business name, address, phone, website, description, category, services, hours, logo, social links. More complete profiles rank better within the directory and pass more authority to the site.
3. Use exact NAP from the sheet Copy-paste — never retype. The business name, address, and phone must match the sheet exactly.
4. Record the result immediately As soon as you submit, add a row to the New Citations tab: directory domain, status (Pending / Active), the live URL once confirmed, and your login credentials.
9

Track status and confirm live listings

Many directories have a review or approval delay. Set the status to Pending at submission, then return within a few days to confirm the listing is live and update to Active. Paste the direct URL to the live listing into the URL column.

Some directories send a verification email to the citation email address. Check the inbox and complete any required verification steps — otherwise the listing stays in draft and doesn't count.
05 Standards — What "Done" Looks Like

Before you finish, verify every item below

Business details panel in the sheet is 100% complete — no empty required fields
Citation Audit tab lists all existing citations found, with status and live URLs
Any inconsistent existing listings are flagged with a note on what needs correcting
50 new citation rows in the New Citations tab (or agreed number for this tier)
Every new citation has: directory domain, login email, password, status, and live URL
No duplicate directories — a site appearing in both tabs is fine; two rows for the same site in New Citations is not
NAP is identical across every listing — same name, address format, and phone number
Pending listings followed up — status updated to Active with confirmed URL
Sheet saved in the client's Drive folder and link shared in Zoho task

Citation count by tier

Tier Initial Build Target Focus
Premium 50 new citations AU directories first, then global high-authority
High 30 new citations Core AU directories + major global platforms
Medium 20 new citations Top AU directories only
Low 10 new citations Essential platforms only (Facebook, LinkedIn, Yellow Pages, True Local)
06 Common Mistakes

Inconsistent NAP

Retyping the business name or address instead of copy-pasting leads to tiny variations ("St" vs "Street", "Level 2" vs "2/") that create conflicting signals. Always copy directly from the sheet.

Creating duplicates

Submitting to a directory without checking if a listing already exists creates duplicates, which confuses Google and can suppress both listings. Always search the directory first.

Leaving profiles incomplete

Submitting only name, address, and phone and skipping description, category, services, and hours produces a weak listing. Fill every available field — complete profiles outperform bare ones.

Not recording login credentials

Failing to save the email and password in the sheet means the client can never claim, update, or manage the listing. Always record credentials at the time of submission.

Skipping verification emails

Many directories send a confirmation link to the submission email. If you don't click it, the listing stays in draft and never goes live. Check the citation inbox after every batch.

Using the client's main email

Submitting with the client's primary business email floods their inbox with directory notifications and makes credentials hard to manage. Always use the dedicated citation Proton Mail address.