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SmartDirectoryAI

SmartDirectoryAI Business and Consumer Flow Overview

This article explains the step-by-step process that governs how businesses and consumers interact with SmartDirectoryAI — from initial outreach to claiming a listing, and adding new businesses.

Updated 3 days ago

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1. Outreach Process

The Outreach Process is where contact with a business is first initiated.

  1. Contact Initiation:

    • A potential business is contacted via email, phone, or other outreach methods.

  2. Response Check:

    • If the business responds positively, they are guided to claim their listing.

    • If no response, they remain in a follow-up sequence.


2. Claiming Process

Once a business engages with the system, they enter the Claiming Process.

  1. Claim Page Access:

    • The business owner visits the claim page via link from outreach or organic discovery.

  2. Log In or Sign Up:

    • The business owner logs in or signs up for your SmartDirectoryAI site.

  3. Claim Request:

    • The business owner submits a claim request for their business lisiting.

  4. Approval or Rejection:

    • Approved claims proceed to listing activation.

    • If rejected, the business is notified with next steps or correction requests.

  5. Listing Activation:

    • The claimed listing goes live in the directory with owner-managed details.


3. Add New Business Form Sign-Up

When a business is not yet in the directory, users can add it via the Add New Business Form.

  1. Form Completion:

    • A consumer or business submits the new business form with all required details.

  2. Submission Review:

    • Admins verify the legitimacy and relevance of the business.

  3. Approval or Rejection:

    • Approved businesses are added to the directory.

    • Rejected submissions receive an explanation or request for corrections.

  4. Onboarding:

    • New businesses receive onboarding materials and upgrade options.


Key Benefits of the Flow:

  • Ensures only verified and relevant businesses are listed.

  • Maintains data quality and accuracy.

  • Streamlines onboarding for both business owners and consumers.

  • Automates notifications and follow-ups to improve efficiency.


 

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