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      Stack

      SMB Onboarding Checklist Stack

      SMB onboarding checklist pages with HowTo steps, FAQs, and breadcrumb navigation.

      Open generatorValidate in Rich Results Test

      When to use this stack

      • Small business onboarding checklists for SaaS or services
      • Implementation checklists for new customers
      • Setup guides that need structured steps plus FAQs

      What's included

      • Declares the checklist page and its purpose.

      • Structures the onboarding checklist as step-by-step instructions.

      • Frequently Asked Questions
        Open generator

        Answers timeline, access, and support questions.

      • Breadcrumb
        Open generator

        Provides navigation context for the checklist.

      Required properties (stack union)

      Ensure every applicable required property is present in your implementation. Nested props reference their parent objects (for example, `offers.priceCurrency`).

      description
      itemListElement[].name
      mainEntity[].@type=Question
      mainEntity[].acceptedAnswer.text
      name
      step[].text
      url

      Recommended properties (stack union)

      dateModified
      description
      estimatedCost
      inLanguage
      itemListElement[].item
      mainEntity[].acceptedAnswer.text
      mainEntity[].author.name
      mainEntity[].name
      supply
      tool
      totalTime

      Combined JSON-LD

      Paste as a single script tag. Keep product details, offer data, shipping/returns, and FAQ answers in sync with the page.

      Validate
      [
        {
          "@context": "https://schema.org",
          "@type": "WebPage",
          "@id": "https://www.example.com/onboarding/smb-checklist#page",
          "name": "SMB Onboarding Checklist - Core Setup",
          "description": "A step-by-step checklist to onboard new small business customers.",
          "url": "https://www.example.com/onboarding/smb-checklist",
          "inLanguage": "en",
          "dateModified": "2025-05-14"
        },
        {
          "@context": "https://schema.org",
          "@type": "HowTo",
          "@id": "https://www.example.com/onboarding/smb-checklist#howto",
          "name": "SMB Onboarding Checklist",
          "description": "Complete these steps in order to activate your account and start billing.",
          "totalTime": "P7D",
          "step": [
            {
              "@type": "HowToStep",
              "name": "Create your admin account",
              "text": "Invite your primary admin and set a secure password."
            },
            {
              "@type": "HowToStep",
              "name": "Connect your bank account",
              "text": "Link a business bank account to enable payouts and refunds."
            },
            {
              "@type": "HowToStep",
              "name": "Add your first customer",
              "text": "Import customers or add them manually to start billing."
            },
            {
              "@type": "HowToStep",
              "name": "Configure billing rules",
              "text": "Set billing frequency, tax rules, and invoice templates."
            }
          ]
        },
        {
          "@context": "https://schema.org",
          "@type": "FAQPage",
          "mainEntity": [
            {
              "@type": "Question",
              "name": "How long does onboarding take?",
              "acceptedAnswer": {
                "@type": "Answer",
                "text": "Most customers complete the checklist in about one week."
              }
            },
            {
              "@type": "Question",
              "name": "Do I need admin access to complete setup?",
              "acceptedAnswer": {
                "@type": "Answer",
                "text": "Yes. Admin access is required to connect financial accounts and configure billing."
              }
            },
            {
              "@type": "Question",
              "name": "Where can I get help?",
              "acceptedAnswer": {
                "@type": "Answer",
                "text": "Use the in-app chat or contact support for onboarding assistance."
              }
            }
          ]
        },
        {
          "@context": "https://schema.org",
          "@type": "BreadcrumbList",
          "itemListElement": [
            { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.example.com" },
            { "@type": "ListItem", "position": 2, "name": "Onboarding", "item": "https://www.example.com/onboarding" },
            { "@type": "ListItem", "position": 3, "name": "SMB Checklist", "item": "https://www.example.com/onboarding/smb-checklist" }
          ]
        }
      ]

      Implementation steps

      1. Start from your live product detail page content; ensure titles, prices, and availability match the page.
      2. Embed one JSON-LD script in the head or just before the closing body tag using the combined example as a template.
      3. Fill shipping details for each region you serve and keep them aligned with on-page shipping tables.
      4. Attach your canonical MerchantReturnPolicy URL and keep the policy text in sync with Merchant Center.
      5. Add 3–6 FAQs that address purchase blockers (shipping, returns, compatibility) and keep answers consistent with visible content.
      6. Validate in the Rich Results Test and revalidate after price/availability/policy changes.

      Common errors and fixes

      FAQs

      Should I list optional steps?

      If optional steps appear on the page, include them in the HowTo with clear step names.

      How do I handle multi-day timelines?

      Use totalTime to show the expected duration and keep the checklist order aligned with the UI.

      References