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Rebrand Service Implementation SOP

Template for Business Rebrand Projects​

Document Type: Standard Operating Procedure (SOP) Template Version: 1.0 Last Updated: 2025-12-02 Workflow Owner: Implementation Team Review Schedule: Quarterly

Executive Summary​

This SOP template covers the implementation of a complete business rebrand including:

  • E-commerce Website Build
  • iMessage CRM Integration (myCRMSIM)
  • SEO Services (domain migration + ongoing optimization)

Use this template when delivering rebrand services that include website development, messaging integration, and SEO.

Typical Timeline: 10-14 weeks Services Included: Website + iMessage + SEO

Table of Contents​

  1. Purpose & Scope
  2. Roles & Responsibilities
  3. Prerequisites
  4. Implementation Phases
  5. Quality Checkpoints
  6. Troubleshooting
  7. Success Metrics

Purpose & Scope​

Purpose​

Guide the Symphony Core team through delivering a complete rebrand service package including website development, messaging integration, and SEO services.

Scope​

Includes:

  • New e-commerce website on client's new domain
  • Domain migration and redirect mapping
  • iMessage/SMS integration via myCRMSIM
  • SEO services for rebrand transition
  • Google Business Profile update
  • Social media profile updates
  • Email domain transition

Excludes:

  • Physical signage and print materials
  • Product photography
  • Copywriting (beyond SEO content)
  • Custom integrations not in scope

Key Deliverables​

  1. Live e-commerce website
  2. Functional iMessage CRM integration
  3. SEO foundation with redirect mapping
  4. Updated business profiles (Google, Facebook, Instagram)
  5. Email system on new domain
  6. Client training completion

Roles & Responsibilities​

RACI Matrix​

ActivityImpl LeadWeb DevSEOClient
Project kickoffAIIR
Domain purchaseIIIR
Google Workspace setupRIIA
Website designCRIA
Website developmentARIC
Product uploadIRIR
myCRMSIM setupRIIC
SEO auditIIRI
Redirect mappingCRRI
GBP updateRICA
TrainingRCCA
Go-liveARRC

Legend:

  • R = Responsible (does the work)
  • A = Accountable (final approval)
  • C = Consulted (provides input)
  • I = Informed (needs to know)

Prerequisites​

Before starting implementation:

  • Contract & Payment

    • Signed service agreement
    • Initial payment received
    • Scope of work confirmed

  • Client Purchases

    • New domain purchased
    • Google Workspace purchased
    • Hosting account provisioned

  • Access Credentials

    • Domain registrar access
    • Current website admin access
    • Facebook Business Manager access
    • Instagram account access
    • Google Business Profile access

  • Brand Assets

    • Logo files (PNG, SVG)
    • Brand colors (hex codes)
    • Brand fonts
    • Product photos (high-quality)

  • Content

    • Product list with descriptions
    • Pricing for all products
    • Shipping and return policies
    • Business hours and location

Implementation Phases​

Phase 1: Foundation (Weeks 1-2)​

Objective: Domain and infrastructure setup

#TaskOwnerDuration
1.1Kickoff meetingImpl Lead1 hour
1.2Configure DNS/hostingWeb Dev1 day
1.3Configure Google WorkspaceImpl Lead1 day
1.4Set up email addressesImpl Lead1 day
1.5Configure email forwarding (old → new)Impl Lead1 day
1.6Finalize communication messagingBothOngoing
1.7Set up project trackingImpl Lead2 hours

Milestone: Domain live, email configured

Checkpoint 1:

  • DNS resolving correctly
  • Email sending/receiving tested
  • Forwarding verified

Phase 2: Website Development (Weeks 3-6)​

Objective: Build and configure e-commerce website

#TaskOwnerDuration
2.1Design homepage mockupWeb Dev3 days
2.2Client design reviewClient3 days
2.3Design revisionsWeb Dev2 days
2.4Set up e-commerce platformWeb Dev1 day
2.5Build all pagesWeb Dev5 days
2.6Configure payment gatewayWeb Dev1 day
2.7Configure shipping optionsWeb Dev1 day
2.8Upload productsWeb Dev + Client5 days
2.9Mobile optimizationWeb Dev2 days
2.10Staging site reviewClient2 days

Milestone: Staging site ready for review

Checkpoint 2:

  • All pages built and functional
  • Products uploaded with images
  • Checkout flow tested
  • Mobile responsive verified
  • Client approval received

Phase 3: iMessage/CRM Integration (Weeks 4-5)​

Objective: Set up myCRMSIM integration

#TaskOwnerDuration
3.1Create myCRMSIM accountImpl Lead1 day
3.2Configure CRM integrationImpl Lead1 day
3.3Port/provision phone numberImpl Lead3-7 days
3.4Update automation workflowsImpl Lead2 days
3.5Test send/receiveImpl Lead1 day
3.6Team training on messagingImpl Lead1 hour

Milestone: iMessage integration live

Checkpoint 3:

  • myCRMSIM connected to CRM
  • Test messages sent successfully
  • Automations triggering correctly
  • Team trained on inbox

Phase 4: SEO Foundation (Weeks 5-6)​

Objective: Prepare SEO for domain migration

#TaskOwnerDuration
4.1Complete SEO audit (current site)SEO2 days
4.2Keyword researchSEO2 days
4.3Create URL redirect mappingSEO + Web Dev2 days
4.4On-page optimizationSEO3 days
4.5Set up Google Search ConsoleSEO1 day
4.6Submit sitemapSEO1 day
4.7Configure schema markupSEO1 day

Milestone: SEO ready for migration

Checkpoint 4:

  • All URLs mapped for redirect
  • Search Console verified
  • On-page optimization complete
  • Baseline rankings documented

Phase 5: Soft Launch (Weeks 7-8)​

Objective: Launch new site while maintaining old

#TaskOwnerDuration
5.1Final pre-launch testingWeb Dev1 day
5.2Launch new siteWeb Dev1 day
5.3Monitor site performanceWeb DevOngoing
5.4Send customer announcement emailImpl Lead1 day
5.5Post social media announcementsClientOngoing
5.6Update social profilesClient1 day

Milestone: New site live, customers notified

Checkpoint 5:

  • Site loading correctly
  • No critical errors
  • First orders processing
  • Customer communications sent
  • Social profiles updated

Phase 6: Profile Updates (Weeks 9-10)​

Objective: Update all business profiles

#TaskOwnerDuration
6.1Monitor traffic on both domainsSEOOngoing
6.2Fix any technical issuesWeb DevAs needed
6.3Submit Google Business Profile name changeImpl Lead1 day
6.4Update all GBP informationImpl Lead1 day
6.5Update Yelp, Apple Maps, BingImpl Lead2 days
6.6Submit to local directoriesSEO3 days

Milestone: All profiles updated

Checkpoint 6:

  • GBP approved and live
  • All directories updated
  • No traffic anomalies

Phase 7: Full Migration (Weeks 11-13)​

Objective: Complete domain transition

#TaskOwnerDuration
7.1Final testing of all redirectsSEO + Web Dev2 days
7.2Create rollback planWeb Dev1 day
7.3Final customer notificationImpl Lead1 day
7.4Backup old site dataWeb Dev1 day
7.5Implement 301 redirectsWeb Dev1 day
7.6Monitor traffic (48 hours)SEO2 days
7.7Fix any 404 errorsWeb DevAs needed
7.8Handoff to ongoing SEOSEO1 day
7.9Client training sessionImpl Lead2 hours
7.10Project closeoutImpl Lead1 day

Milestone: Migration complete

Final Checkpoint:

  • All redirects working
  • No 404 errors
  • Traffic stable
  • Client trained
  • Handoff complete

Quality Checkpoints​

Pre-Launch Checklist​

Website:

  • All pages load without errors
  • All links work
  • Mobile responsive
  • Page speed acceptable (< 3 seconds)
  • Checkout completes successfully
  • Payment processing works
  • Order confirmation emails send
  • Contact forms submit correctly
  • SSL certificate active

SEO:

  • Title tags optimized
  • Meta descriptions written
  • Header hierarchy correct
  • Images have alt text
  • Schema markup validated
  • Sitemap submitted

Integration:

  • iMessage sending/receiving
  • Automations triggering
  • CRM sync working
  • Team access configured

Troubleshooting​

Issue: Redirect Not Working​

Symptoms: 404 errors, traffic drop

Solution:

  1. Verify redirect rules
  2. Test individual URLs
  3. Check for typos
  4. Clear CDN cache
  5. Wait for propagation

Issue: GBP Name Change Rejected​

Symptoms: Google rejects name change

Solution:

  1. Ensure name matches legal business name
  2. Provide documentation
  3. Resubmit with explanation
  4. Contact Google support if needed

Issue: iMessage Not Delivering​

Symptoms: Messages not received

Solution:

  1. Check myCRMSIM dashboard
  2. Verify phone number active
  3. Test with different recipient
  4. Contact myCRMSIM support

Issue: Payment Gateway Errors​

Symptoms: Checkout fails

Solution:

  1. Check gateway credentials
  2. Verify live mode enabled
  3. Review error logs
  4. Contact payment provider

Note: This is critical - immediately notify client.

Success Metrics​

Project Success Criteria​

MetricTargetMeasurement
Site launch on timeYesCalendar
Uptime post-launch99%+Monitoring
Redirect accuracy100%URL testing
Client satisfaction4/5+Survey
Training completion100%Attendance

SEO Metrics (Post-Migration)​

MetricWeek 8-10Month 3Month 6
Traffic variance< 5%< 10%Baseline
404 errors000
Indexed pages90%+100%100%

Template Usage Notes​

When to use this template:

  • Client is rebranding (name, domain change)
  • Scope includes website + messaging + SEO
  • Timeline is 10-14 weeks

Customization checklist:

  • Update YAML frontmatter with client-specific tags
  • Add client business name throughout
  • Add specific domain names
  • Adjust timeline if needed
  • Add client-specific requirements
  • Add industry-specific considerations
  • Save as 09-clients/[client-name]/[folder]/rebrand-implementation-sop.md

Related documents:

Document History​

VersionDateAuthorChanges
1.02025-12-02Symphony CoreInitial creation

Symphony Core LLC - Service Delivery SOP Template