Niche
Pet Health & Wellness / Natural Dog & Cat Supplements
Engagement
PROSPECT
Account
NEW · every 48h
Daily target
1/day
Domain
https://petcura.nl
← Phase 1 — Onboarding & audit

Step 1.3 · Technical setup

17 / 17 done
What happens
Business account, claimed domain, Pinterest tag, catalogue connection, shopping recommendations off, site speed, image filenames, meta descriptions, save buttons, mobile experience, and the content bank audit.
Where
Pinterest settings, the client's CMS, and this dashboard for recording.
Owner
Media buyer
Done when
A technically clean account with the content bank counted per funnel stage.
AUTOP1.3.1

Business account

No business account means no analytics. You can convert in the settings.

Without a business account there is no analytics, no claimed domain and no catalogue. Everything else in this step assumes it.

1
of 1

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is this a Pinterest business account?

Why it matters

A personal account has no analytics and cannot claim a domain, so the whole of phase 1 step 3 is unavailable on one.

How to check

A business account shows an Analytics tab and a Business hub. Convert from Settings → Account management → Convert to business.

Your work on this taskNothing recorded yet
HEREP1.3.15

Social claimed check

Confirm Shopify and Instagram are connected under Settings → Claimed accounts. Instagram auto-publish MUST be OFF: Pinterest re-posts otherwise get flagged as spam. Shopify claim unlocks catalog + rich pins; without it product pins never carry price. Needs the account owner's login — with partner access only, this is a request to the client. Record that in the box and skip; it is not something the organic operator can do.

Claimed social accounts unlock the catalogue and rich pins. One of these settings actively causes harm if left wrong.

3
of 3

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is the shop connected under claimed accounts?

Why it matters

The Shopify claim is what unlocks the catalogue and rich pins. Without it product pins never carry a price.

How to check

Settings → Claimed accounts.

2

Is Instagram connected?

Why it matters

It attributes saves of their Instagram content back to the Pinterest profile.

How to check

Settings → Claimed accounts.

3

Is Instagram auto-publish switched OFF?

Why it matters

This one matters more than the other two. Auto-reposted Instagram content gets flagged as spam and the whole account carries the penalty.

How to check

On the Instagram claim, the auto-publish toggle must be off. Check it even if someone says it already is.

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HEREP1.3.16

Re-optimise existing top pins

Only applies to an account that already published organically — a fresh account has nothing to re-optimise, and skipping it with that reason is the right answer. For pins with impressions but no destination URL, add the correct link: those are the highest ROI edits. Then fix any pins with generic titles/descriptions on high-impression board pages. Cap yourself at 10 to 20 edits per day. Hard platform limit: 150 pin edits per day per account. Above that Pinterest rate-limits the whole account.

Pins that already have impressions are the highest-return edits available — the distribution exists, only the destination is missing. This is a takeover task: an account that has never published organically has nothing to re-optimise, and skipping it with that reason is the right answer rather than three empty ticks.

3
of 3

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Do the pins with impressions but no destination URL now have the correct link?

Why it matters

These are impressions already being earned and thrown away. Nothing else in phase 1 pays back this fast.

How to check

Filter existing pins by impressions with an empty link, and add the right URL to each.

2

Has generic copy on the high-impression pins been rewritten?

Why it matters

A pin titled with the file name ranks for nothing, however many impressions it happens to have.

How to check

Work down the boards by impressions and rewrite titles and descriptions with real keywords.

3

Did you stay under the daily edit cap?

Why it matters

Above 150 pin edits in a day Pinterest rate-limits the whole account, which costs more than the edits gained.

How to check

Ten to twenty a day is the working pace. 150 is the hard platform limit — do not go near it.

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HEREP1.3.17

Verified Merchant status

Verified Merchant is a Pinterest badge that unlocks product tagging, catalog boosts and shop tab prominence. Requires: business account, claimed domain, active shopping catalog, no policy violations, and passing a Pinterest review. Apply from Settings → Verified Merchant. Track status per client; some verticals require additional review.

Verified Merchant unlocks product tagging, catalogue boosts and the shop tab. It is a review, so it is applied for once the prerequisites are actually met.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Are all the prerequisites met — business account, claimed domain, active catalogue, no policy violations?

Why it matters

Applying before these are in place gets a rejection, and a rejected account waits before it can reapply.

How to check

Walk back through P1.3.1, P1.3.2 and P1.3.4. All three have to be green first.

2

Where does the Verified Merchant application stand?

Why it matters

This is the only item in the step whose outcome we do not control, so what gets tracked is the state and the date — not a tick that could mean either.

How to check

Settings → Verified Merchant. Some verticals get an extra review round, so 'submitted' can sit for weeks — put the submission or rejection date in the box at the bottom, since that is the date the wait is counted from.

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EXTP1.3.2

Claim domain

Place the meta tag in the CMS until the checkmark appears. A condition for reliable analytics.

The domain claim is what ties pins back to the site. Without it analytics are partial and rich pins never work.

3
of 3

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Does the domain show as claimed, with the checkmark visible?

Why it matters

Unclaimed means no attribution on pins others save from the site, and no rich pin data.

How to check

Settings → Claimed accounts. It has to be the shop's own domain (valerie-mason.com), never the myshopify.com address — claiming the wrong one leaves the live site unclaimed and looks identical on this screen. Check the profile username is right while you are there. A checkmark, not 'pending'.

2

Is the verification tag in the live theme, where a theme update cannot wipe it?

Why it matters

A tag pasted into a duplicated or preview theme disappears the moment the live theme is republished, and the claim lapses without anything saying so.

How to check

Shopify: Online Store → Themes → the theme marked Live → Edit code → theme.liquid, inside <head>. Not in a duplicate, not in a preview, and not inside an app block that disappears when the app is uninstalled. Claiming by DNS record counts too, and is the more permanent option.

3
Because a check above did not pass

What is not right, and what has to happen?

Why it matters

A failed check on its own is a dead end — the next person sees a red mark and has to redo the whole investigation to find out what it meant.

How to check

Name the specific thing that is wrong, who has to fix it (us, the client, their developer), and whether anything downstream is blocked until it is.

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EXTP1.3.3

Pinterest tag

Check that the base code is present and that PageVisit, AddToCart and Checkout fire. Needed for the organic-to-paid flywheel.

The tag is what makes organic Pinterest measurable and what feeds the retargeting audiences later.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is the base code present on every page?

Why it matters

A tag on the homepage only measures nothing that matters — the conversions all happen deeper in the funnel.

How to check

Pinterest Tag Helper, or view source on a product and a checkout page.

2

Do PageVisit, AddToCart and Checkout all fire?

Why it matters

Checkout is the event every downstream number is built on. A tag that only fires PageVisit reports traffic and no revenue.

How to check

Run a test purchase with Tag Helper open and watch all three fire in order.

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EXTP1.3.4

Connect catalogue

Connect the feed via Ads > Catalogs or the Shopify app. Enables dynamic product pins.

The catalogue is what turns URLs into product pins that carry price and stock automatically.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is the product feed connected and ingesting?

Why it matters

Without it every product pin has to be built by hand and none of them carry price.

How to check

Ads → Catalogues, or the Shopify app. Status should be 'active', not 'processing' or 'failed'.

2

Does the ingested product count match the shop, with no feed errors?

Why it matters

A feed that ingests 40 of 300 products looks connected and quietly excludes most of the catalogue.

How to check

Compare the ingested count against the shop's product count and read the error report.

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AUTOP1.3.5

Profile public

Check that the profile is not set to private.

A private profile is invisible to Pinterest search, which is the entire channel.

1
of 1

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is the profile public and visible to search engines?

Why it matters

'Hide from search engines' is on by default on some accounts and silently caps distribution to nothing.

How to check

Settings → Privacy and data → the search-engine visibility toggle must be off.

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EXTP1.3.6

Turn off shopping recommendations

Settings > Social Permissions. If this is on, Pinterest shows competing products next to your pin and takes your clicks. Needs the account owner's login — with partner access only, this is a request to the client. Record that in the box and skip; it is not something the organic operator can do.

Shopping recommendations put competitors next to your pin and take the click you paid to earn.

1
of 1

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Are shopping recommendations turned off?

Why it matters

Left on, Pinterest shows similar products from other shops directly under the pin.

How to check

Settings → Social permissions → shopping recommendations. Needs the account owner's login — if we only have partner access, this is a request to the client rather than something we can do, and that is a legitimate reason to skip it with a note.

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EXTP1.3.7

Limit messages

Turn messages off if the client does not monitor the inbox. Unanswered messages create a bad impression. Needs the account owner's login — with partner access only, this is a request to the client. Record that in the box and skip; it is not something the organic operator can do.

An inbox nobody reads is worse than no inbox: it is a visible unanswered message on a brand profile.

1
of 1

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Does the messages setting match whether the client actually monitors it?

Why it matters

Unanswered messages sit publicly on the profile and read as an abandoned account.

How to check

Ask who reads the Pinterest inbox. If the honest answer is nobody, turn messages off: Settings → the messages section on the business account. It needs the owner's login, so without it this is a request to the client — say so in the box rather than leaving it unanswered.

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EXTP1.3.8

Measure page speed

Slow pages suppress outbound clicks. The algorithm judges the destination too.

Tool:PageSpeed InsightsOpen

Pinterest judges the destination, not just the pin. A slow page suppresses outbound clicks on everything pointing at it.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is mobile load time acceptable on the pages we will be pinning?

Why it matters

Outbound clicks are the ranking signal, and they are lost while a page is still loading.

How to check

PageSpeed Insights on two or three of the URLs from the pool, mobile tab. Under three seconds to largest paint.

2

Is there no single obvious blocker?

Why it matters

Most slow shops are slow for one fixable reason, and naming it is worth more than the score.

How to check

Look for uncompressed hero images, render-blocking app scripts, a bloated theme.

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HEREP1.3.9

Review URL slugs

Pinterest reads the URL. Do not change existing URLs, that breaks Google SEO, but advise better slugs for new pages.

Pinterest reads the URL itself. Existing slugs stay as they are — changing them breaks Google — but new pages can be better.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Are the existing slugs readable and keyword-bearing?

Why it matters

A slug like /products/12345 tells Pinterest nothing about what the page is.

How to check

Look at the URL pool from P1.0.3. Words, not IDs.

2

Has the convention for new pages been agreed with the client?

Why it matters

This is advice, not a change we make. Unrecorded advice is advice nobody follows.

How to check

Only worth agreeing where new pages are actually coming — because the URL pool is thin (see P1.0.3), or because the client publishes regularly. A shop with enough URLs and no plans for more is a yes with 'no new pages planned' in the box; it is not an open item.

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HEREP1.3.10

Image file names

The OCR reads file names. IMG_8492.jpg says nothing, modern-vanity-lighting.jpg does.

Pinterest runs OCR and reads file names. IMG_8492.jpg says nothing; modern-vanity-lighting.jpg says what the picture is.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Are the image file names descriptive rather than camera defaults?

Why it matters

File names are one of the few text signals on an image-first platform.

How to check

Inspect a handful of product images on the live site and read the src.

2

Is a naming convention agreed for everything uploaded from now on?

Why it matters

Renaming the back catalogue is rarely worth it; getting new uploads right always is.

How to check

Agree the pattern with whoever uploads images and record it here.

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EXTP1.3.11

Meta descriptions

Pinterest scans the summary text of the landing page. Keywords there help.

Pinterest scans the landing page's summary text. Keywords there help the pin that points at it.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Does every URL in the pool have a meta description?

Why it matters

A missing description leaves Pinterest to guess the page's subject from the body copy.

How to check

Crawl the URL pool, or spot-check the collections and top products.

2

Do those descriptions carry the keywords we will be targeting?

Why it matters

A generic brand boilerplate on every page gives Pinterest the same signal for every URL.

How to check

Compare the descriptions against the keyword direction from phase 2.

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EXTP1.3.12

Save buttons on the site

Pins that visitors save themselves rank faster. If the button is missing, advise a plugin.

A pin a visitor saves themselves ranks faster than one we publish. The save button is what makes that possible.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Is there a working Pinterest save button on product and content pages?

Why it matters

Saves from real visitors are the strongest early distribution signal an account can get.

How to check

Hover a product image on the live site. If there is no button, recommend the official widget — this is advice to the client, not a change we make, and a client who declines it (some find it intrusive on a product page) is a recorded decision, not an open item.

2
Because a check above did not pass

What is not right, and what has to happen?

Why it matters

A failed check on its own is a dead end — the next person sees a red mark and has to redo the whole investigation to find out what it meant.

How to check

Name the specific thing that is wrong, who has to fix it (us, the client, their developer), and whether anything downstream is blocked until it is.

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EXTP1.3.13

Mobile experience

More than 80 percent of traffic is mobile. Judge loading, scrolling and buying on your phone.

More than eight in ten Pinterest sessions are mobile. The desktop site is not the one that matters.

2
of 2

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Does the site scroll smoothly on a real phone, with any popup dismissable?

Why it matters

Emulators hide the things that actually lose the click — janky scroll, popups that cannot be dismissed.

How to check

Open the site on your own phone on mobile data, not office wifi.

2

Can you complete a purchase end to end on mobile?

Why it matters

If checkout breaks on a phone, every click we send is wasted and nothing in the reporting will show why.

How to check

Go all the way to the payment step on your phone.

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HEREP1.3.14

Content bank audit

Count per funnel stage: top for inspiration, middle for consideration, bottom for conversion. At least two URLs per stage. Determines the achievable frequency.

The content bank sets the achievable frequency. Two URLs per funnel stage is the floor a waterfall can run on.

3
of 3

How it scores. Every yes and this is settled — nothing to write. One no and the box at the bottom opens: say what is wrong and what has to happen, because that is what the next person needs.

1

Are there at least two URLs for inspiration (top of funnel)?

Why it matters

Top-of-funnel pages are what earn reach. Without them the account only ever talks to people already looking to buy.

How to check

Count guides, editorial, lookbooks and inspiration collections in the URL pool.

2

At least two for consideration (middle)?

Why it matters

The middle is where saves turn into visits. Skipping it makes the funnel a cliff.

How to check

Count comparison pages, collections, category pages with real copy.

3

At least two for conversion (bottom)?

Why it matters

Without bottom-of-funnel URLs the cycles produce traffic that never has anywhere to convert.

How to check

Count product pages strong enough to be a pin destination on their own.

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