How to Create a Google Site for your Intranet and Internal Employees

hey everyone this is zach wright with imeo company today i wanted to walk you through how to build an internet or an online portal for your company if you're a coach if you're an online coach or if you just have a lot of intellectual properties of files documents systems that you're using behind the scene that have links that you can attach this is a great way to consolidate every single thing that you're looking for in one location using google suite or g suite and google sites so if i was starting fresh i would go to new and then i would go to google sites right here but just for the purposes of this video i've already started a portal that i'm going to pull up now so what we're going to see once this loads is the beginning stages of our imeo company portal that we'll be using for our own internet system and i've been waiting to make this video so we could actually see this in process as we go through it so my computer's a little bit slow so i apologize about that but as we see this loading this is google site this is google sites if you haven't heard of it it's very simplistic to use especially if you have your g suite set up so what i'm going to do here is i'm actually going to change some of these things so we have the portal here with the title page so imeo company and if we wanted to we could highlight that and then we can actually make it bolded just to make it stand out a little bit if we wanted to change anything like the font we could do that here as well but i like the way that it looks right now um then there's another way that you can add your logo and your favorite con so if you click up here you'll see the logo you'll be able to upload that then once you upload your logo you'll be able to select a color to use for a theme so as you can see in this section right here it's starting to use our imeo colors right now it's very simple to set this up and what i'm going to show you now is i just double clicked and then the tt stands for text and i want this to be a heading or actually a title so let's see what we want to call this so this will be imeo's calendar okay so now we have that and i'm gonna double click again and then this time i'm gonna click from drive so if we click the drive we'll be able to see these things on the side over here now this actually isn't what i want so i'm going to click back off of that and then i'm going to go down here and you can see calendar so what i'm going to do here is click calendar and it has my z right at imeo consulting so i'm going to go ahead and enter that and what this is going to do is going to allow me to come here to this site and see what i have for that day that week or that month now sometimes it has a mind of its own here but what i'm going to do is i'm going to keep this here now we do a lot of our coaching on sundays because i also have a full-time job and that's just the best time for our clients to have a conversation as well so now you can make this as big as you want you can make this as small as you want and we can even go over here where we can put that on the half version and make it just a little bit smaller here and then also we have this that went with it so now that allows me to add even more text over here so if i wanted to add another title then what i could put here is links for imeo so now what i want to do is on the other screen i have this let's see if you can so i have my onenote that i went ahead and prepared for this video so i have all the links that i'm going to be putting into this folder on the other side so as we go here we can either embed it we could we could upload a photo if we wanted to um or a document or we could select straight from a google drive now for the links what i'm going to do is just do this and i'll show you in a second so right now at imeo we're using honeybook for our crm system our payment processing system um and pretty much everything that you can think of now what we're going to do is we're going to copy this link on the other side we're just going to put that in here now you'll be able to click this and it will take you to that specific site so if we click off of that and then we just start adding more so i'm gonna put all these links in here and then we'll continue to move forward now actually what i'm going to do is turn the links into buttons instead so if you click here you can see honey books down here and what we're going to do is we're going to switch up the site just a little bit from the layout so once i click on this and i'm able to drag it i can go ahead and put it on its own line so then that way it's not going to be required for the whole button to be as long as this column is here so now what i'm going to do is i'm going to fill this out and we'll come back to continue the video on setting up your internal site okay so now you can see that we have all the links here that we're going to be using so we have honeybook asana canva online course that we have our imeo website google analytics privacy policy that we use and then also our honey book scheduler so that's our automated scheduler now some of the other things that we have are going to be our assessments that we have so for this one i'm going to go into google drive and show you how easy it is to do this on your end as well so if we look i'm very organized in our company so we have these folders that are lined up and labeled appropriately so if i go to ibo assessments what i'll do is i'll go in here and now the cool thing is is that we can insert the actual assessment itself so what i'm going to do here is shorten this up obviously because that's way too long so let me go ahead and pull this up not sure what went so long but so i shorten that up but then there's also another feature that you can do so if you go here and you see these under insert you can see these areas where you can put in something that is already pre-made so if we go here and then we go from the drive google drive as well we'll be able to put in our assessments here where it's going to be a little bit easier so here we go so now you can see that this questionnaire is here and it doesn't have to look perfect because remember this is just for you or your team if you wanted this to say life audit questionnaire with the e up here which i'll probably do on my end you can definitely take two of these and select them down there or you can take one away and so actually let's go ahead and do that so if i take this down here and then see it's very click and drag-esque so it's not too difficult to move things around so just going to move this one over here make it kind of like a two column thing and then we'll put this where we can have two of the same size okay we'll play around with this make it make sure that it's perfect but right now just for the video purposes what we're going to do is we're going to close that we're going to close this and then we're going to duplicate this so over here on the side you can mess with the backgrounds and the features so if i wanted to make this orange i could do that if i want to duplicate it i can do that so now what i'm going to do is i'm going to add that assessment back in here and then you'll see the difference from the wording so there should be enough room where life audit questionnaire will be able to fit all the way in there so let's see yep so now we have that and then we'll be able to go to the next one and add that in here as well so let's let that load we'll go to the employee assessment and these are assessments that we use for our clients just as a reminder imeo is improving management employees and organizations and our goal is to build a world where organizations operate effectively and treat others appropriately and one of the ways that we do that is really to dive into what is going on in the company that could be from a management side or a leadership side that can be from an employee and that can be from the overall organization so the systems and the process and the behaviors that the leadership team allows we get in there and we're able to coach them we're able to consult with them and provide the best option for them to improve their organization and that's what some of these assessments help us do it helps us get to the root cause as soon as possible and then from there we're able to break it down where we can actually help the organization be or go through that change and make it sustainable okay so now we have all these up here and then what i'm going to do here is there's a divided part here and i'm just going to add a title so we can have an understanding of what these um section or what this section is down here so assessments for clients we'll let that out there we're going to make it bold just for it to stand out and then another option that you can do is if you wanted to upload an image or select an image you can go in here for a different type of visual or background so let's say that we wanted to do this and i don't know if this is going to look good or not but so we can just add a little bit of pizzazz to it here and then what it's doing right here is correcting the image to make it the best fit for what we're presenting here so we'll let there we go so now it's made it lighter and then the font is black so we can see it more easily so then if you wanted to you can also do this here so life audit it says it on the form but just to show you here so we have that there we'll go ahead and add employee assessment go in here to team assessment we'll fill that out and then we'll do the last one here okay so that's how we can add things from the drive that's how we can add links here and then that's how we can add our calendar as well now if i wanted to just to add some flavor to it what i can do is add a picture so let's see see what pictures we have here so if i wanted to i can go to my drive or i can do my url or google image so let's just do google image and put business see what comes up here and again this is really for you and your internal employees i like to make it look good especially if i have employees because it just makes it more interesting and fun to look at so let's just click this one here and you'll see it pop up and then we can just stretch that out not sure why it's moving so slow but okay then we'll shrink it up just a little bit okay so now we have that image here we can do the same thing here if we wanted to we can also select a different color so we haven't selected the gray maybe i want to do that up here as well just to keep it consistent so now we can see our site is kind of coming together so we'll do that just to keep everything separated so now we have imeo calendar i'm going to go ahead and bold this just so we can keep it consistent with everything so this is the first page now if you want to see a preview you can go up here and you can publish it now publishing doesn't mean that it's accessible to everyone it just means that anyone with this link or in your organization can see this so that's something important to know now you can manage this as well so if you only wanted a few people to have access to this then you can definitely set that up by clicking manage so what i'm going to do is i'm just going to have it for me i'm a solopreneur so it doesn't really matter but on your end you might want to manage that where some people can have admin rights some people can have just viewing rights and all those different kinds of things so now if we're looking at it here once it populates on its own and you get out of the portal you'll be able to see that we have a pretty good internal site that has all the things that we need to understand and have access to from an employee's perspective and owner's perspective and it's very simple now there's other ways that you can add pages so maybe there's in an organization you might want to have your contact list here or you might want to have just a straight file documentation library that everybody in the company can access those relevant ones and if you're doing those in the google drive if you put that in there then anything that's updated in google drive will be updated in this as well so this is a simple version but it's it's pretty cool to see this and how easily you can do this for your company and also now we can try this so i use canva for graphic design so if i go here due to the link that i put on that button it's going to take me to canva right so you can see that uploading here we don't really have to wait for that but also you're able to click these or you can just run through them and make sure that whatever assessment that you're using you can make sure that it's here before you click on it right and now the cool thing is if you wanted to make a client portal separate to this then you could also add these in here and they would be embedded and those customers or clients can take those assessments directly from there and if you wanted to you could add youtube clips for training purposes or different things that make sense to you so if we go back to the portal so for the pages piece if i wanted to change this so i'm going to click on that it's going to take me to that portal we haven't done anything on this so this is actually going to be a part of the template that they already have so let's see what they have so they have make the most of the benefits you can have your health and wellness so on and so forth and you can add links in here so if you have an hr program and you want people to have access to it you would just go here add that link to whatever the site is and you would be able to go there or you can add a document to that as well so let's say that instead of benefits we want to call this a document library for the company so here we go and then let's say that we want to change this image because that doesn't really go with what we're trying to promote here so now you can also upload a picture from your from your own system so let's say that we just want to use this one here okay so we can see that that changed here and we can also change the header type so if we wanted more like a banner then we can shrink that down and that's what we're going to do here and then also it's just a little bit tough to read so i'm going to make that bold so that changes things here now i don't need these so if you ever use a template just because it's easier to start with you can always just go here and just click the trash can and it will go away so now for our documents library what we're going to be looking at is things from the google drive and i'm going to keep this one simple because we can just pull these up and add those in there for easier access so you can see here that we have business built to last ebook our welcome package and my online privacy policy for imeo and now we can also change the way that this looks and make it a little bit more presentable so we can do a grid view we can do a list view the grid view just looks better because you can actually see the pictures but this gives employees access to the documents that they'll need for your clients so then now we're going to republish it here and the cool thing about google sites is whenever before you publish any changes it gives you a comparative view so if we look here we can see how we change benefits to document library and if you're comfortable with that then you'll go ahead and publish that then you can view the actual site so as that pulls up you can see the different things that we added here the documents the document library then we also still have the home page and you can add as many pages as you want to and whatever makes sense for you so i just wanted to run everybody through this to make sure that you are utilizing google sites to your full potential because a lot of people will pay a lot of money for internets whenever they have this at their fingertips if they're using g suite and you can do the same thing with sharepoint we just so happen to use g suite for imeo but if you have any questions on how to set this up you can definitely dive in more detail and add a lot more to make it look presentable and just make it look more customized to your organization so if you have any questions definitely feel free to reach out to us at z right at imeoconsulting.com or you can follow us at zac a right on instagram i meal company on facebook and then i meal company on linkedin and then obviously subscribe and like on youtube but thanks for watching this and like i said if you have any questions definitely reach out to us

Channel: iMEO Company

Views: 1,030

Rating: 4.5 out of 5

Keywords: Business, Business Coach, Business Coaching, Client Portal, Consulting, G Suite, Google Sites, Intranet

Id: lt19k8c02N4

Length: 23min 49sec (1429 seconds)

Published: Mon May 31 2021