SMB Onboarding Checklist Stack
SMB onboarding checklist pages with HowTo steps, FAQs, and breadcrumb navigation.
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 is included
Declares the checklist page and its purpose.
Structures the onboarding checklist as step-by-step instructions.
Answers timeline, access, and support questions.
Provides navigation context for the checklist.
Properties across the bundle
Nested properties keep their parent path, such as offers.priceCurrency. Only publish values that match visible page content.
Required properties
- description
- itemListElement[].name
- mainEntity[].@type=Question
- mainEntity[].acceptedAnswer.text
- name
- step[].text
- url
Recommended properties
- dateModified
- description
- estimatedCost
- inLanguage
- itemListElement[].item
- mainEntity[].acceptedAnswer.text
- mainEntity[].author.name
- mainEntity[].name
- supply
- tool
- totalTime
Combined JSON-LD
Paste this as one script tag, then replace every example value with data from the live page.
[
{
"@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" }
]
}
]Implement and verify
- 01
Start with the live page
Confirm titles, prices, availability, policies, and visible FAQ content before generating markup.
- 02
Add one JSON-LD script
Use the combined example as a template in the document head or before the closing body tag.
- 03
Complete regional details
Fill shipping destinations and timing for every region the page actually serves.
- 04
Link the return policy
Use a stable MerchantReturnPolicy URL and keep its terms synchronized with the page.
- 05
Match visible answers
Add only FAQs that users can read on the same page, with identical answers.
- 06
Validate after changes
Run Rich Results Test after implementation and whenever price, availability, or policy data changes.
Common errors and fixes
- Missing currency or availability
Use ISO currency codes and complete schema.org availability URLs in Offer data.
- Incomplete shipping details
Include shippingDestination.addressCountry and deliveryTime.transitTime with units.
- Return policy is not connected
Reference MerchantReturnPolicy from the Offer and provide a stable public policy URL.
- FAQ answers differ from the page
Keep structured FAQ answers identical to visible answers.
Stack 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.