Use this practical, compliance-safe checklist to establish and grow local visibility for a B2B SaaS headquartered in Austin. It’s organized into one-time foundations, iterative optimizations, and ongoing operations—so your team can run it quarterly without guesswork.
How to use this checklist
Who it’s for: B2B SaaS teams with an Austin HQ or staffed office serving clients locally and nationally.
What it solves: Consistent NAP data, compliant Google Business Profile (GBP) setup, credible local citations, and a review program that strengthens trust without violating rules.
How to run it: Complete the Foundation once, then run Optimization items monthly and the Ongoing section each quarter.
1) Foundation setup (do these first)
Confirm your NAP is consistent everywhere (Mandatory)
Action: Standardize your legal name, address (with suite), and phone across your website, GBP, Apple Business Connect, Bing Places, and core directories.
Why it matters: Inconsistent listings weaken trust and rankings. Follow Google’s address formatting guidance in the Help Center, referenced by the 2025 version of Manage your business address (Google Help).
Done when: Name, full street address, suite, city, state, ZIP, and phone match exactly across all major profiles.
Claim and verify your Google Business Profile (Mandatory)
Action: Claim the Austin HQ listing and verify. Choose a primary category like “Software company,” add accurate service areas if you don’t serve customers at the office, and hide the address if you’re a service-area business.
Why it matters: Google’s policies govern eligibility, representation, and reviews. See the All Business Profile policies & guidelines (Google, 2025).
Done when: Ownership is verified, categories set, address/service-area configured, and core details (hours, phone, website) complete.
Register in Apple Business Connect (Mandatory)
Action: Create or claim your Austin HQ location in Apple Maps via Apple Business Connect; set categories and an Action link such as “Book a demo.”
Done when: Location is verified, categories set, images uploaded, and the demo/website Action link works.
Set up Bing Places and align with GBP (Recommended)
Action: Create or claim your Bing Places listing and, if available, use the in-product “Import from Google Business Profile” feature, then confirm categories, photos, and hours.
Why it matters: Visibility on Bing and Microsoft ecosystems complements Google. Microsoft’s public documentation changes over time; align data with GBP and maintain periodic checks (see Microsoft Learn context under Bing Maps APIs).
Done when: Listing is live, verified, and mirrors your GBP essentials.
Build the Austin HQ page on your site (Mandatory)
Action: Publish a location page with consistent NAP, an embedded map pin, local partnerships/events, and clear CTAs (Book a demo, Contact sales). Add a short FAQ reflecting GBP Q&A.
Why it matters: Reinforces local relevance and offers conversion paths. Include structured data per Google Search guidance.
Done when: Page is live, indexed, and includes NAP, map, local content, and conversion elements.
Action: Implement Organization schema sitewide and LocalBusiness schema on the Austin HQ page only if the office is staffed and accepts appointments. Validate with Rich Results Test.
Done when: JSON-LD validates without errors, including PostalAddress and optional geo coordinates.
Submit core citations and data aggregators (Mandatory)
Action: Ensure listings on GBP, Apple, Bing, Yelp, LinkedIn Company Page, BBB Central Texas, and key Austin directories. Distribute core data through U.S. aggregators (Data Axle, Neustar Localeze, Foursquare).
Why it matters: Local authority and referral traffic from Austin’s tech ecosystem.
Done when: Profiles are complete with logo, description, NAP, and website link.
2) Optimize GBP and local listings (iterate monthly)
Choose precise categories and add a keyword-clear description (Mandatory)
Action: Set “Software company” as primary if accurate; add secondary categories only if they truly represent services. Write a concise description with differentiators and Austin context.
Why it matters: Categories strongly influence relevance and discovery; description clarifies positioning.
Done when: Categories reflect real operations and the description is customer-friendly and policy-safe.
Add Products and Services with clean naming (Mandatory)
Action: In GBP, add Products (e.g., “Marketing Automation Platform”) and Services (e.g., “Implementation support”) with short descriptions and optional pricing.
Why it matters: Structured offerings improve discovery. See Add products & services (Google Help, 2025).
Done when: Each core product/service is present, consistent with your site, and kept current.
Action: Create a written policy for soliciting and responding to reviews. Train CSMs/AMs to request reviews ethically at renewal, successful onboarding, or post-implementation milestones.
Why it matters: Compliance protects your brand and ensures trust. Google prohibits fake or conflict-of-interest reviews per the Business Profile policies hub (Google, 2025), and the FTC’s 2024 rule bans deceptive testimonials—see the FTC final rule press release (Aug 2024).
Done when: Policy is published internally, and staff are trained with templates.
Request Google reviews without incentives or gating (Mandatory)
Action: Email recent promoters with a direct link to your GBP reviews page. Never offer rewards, and don’t pre-screen to filter out neutral/negative feedback.
Why it matters: Incentives and gating risk violations and penalties. Reference the FTC 2024 rule above; adhere to Google’s policies.
Done when: A monthly outreach process exists and is logged.
Expand to B2B SaaS platforms (Recommended)
Action: Encourage customers to review you on G2 and Capterra; if incentives are considered, ensure neutrality and platform compliance (disclosure where required).
Action: Join programs that list members/partners and provide profiles with links (Austin Chamber, ATC, Built In Austin). Request inclusion of your HQ page.
Why it matters: High-quality local links support rankings and referral traffic.
Done when: You’ve secured at least 3–5 Austin-authoritative links.
Done when: Validation passes and required properties remain intact.
Confirm primary ownership and admin controls (Mandatory)
Action: Keep company-controlled email as the primary owner for GBP/Apple/Bing; review admin roster; remove ex-employees.
Why it matters: Protects access and prevents listing hijacks.
Done when: Admin lists are current and 2FA is enabled where available.
Quick compliance reminders
Don’t list unstaffed or virtual offices as physical locations; for service-area operations, hide the address and set service areas per Google policy. See the Business Profile policies hub (Google, 2025).
Don’t incentivize or gate Google reviews; align with Google policy and the 2024 FTC rule on deceptive reviews noted above.
Keep categories and services true to what you offer; misrepresentation can lead to enforcement.
Optional advanced: schema and UTM fine-tuning
Add sameAs to Organization schema (LinkedIn, GitHub, Crunchbase) and geo coordinates to LocalBusiness where appropriate.
Monthly: GBP posts, photo refresh as needed, review outreach and responses, check Q&A.
Quarterly: Full listings audit, structured data validation, Austin content updates, admin roster review, local link-building actions.
Annually: Reconfirm categories, services/products, and data aggregator status; review compliance policy with legal.
By following this checklist, your B2B SaaS brand will establish credible local signals in Austin, earn trustworthy reviews, and maintain compliant, measurable visibility across Google, Apple, and Bing.
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