Description

How to gather dealership information (as it relates to SEO) via prior research and by asking the client. Additionally, this will cover why we need said information in SEO campaigns.

Why

Being able to elaborate on why we need intake call information can help Account Managers and clients get on the same page and set expectations for the campaign. Additionally, gathering all the necessary information can help SEO Specialists be able to more thoroughly optimize the website.

Emoji :checkered_flag: Milestones / Project Timeline

Feb 13, 2023 Spoke with CS Team Trainer Ellen to determine CS/AM team training needs.

Feb 13, 2023 Ellen provided current intake call course/materials - we can use.

Mar 7, 2023 Create project for intake call training.

Mar 9, 2023 Review current documentation of intake call training resources.

Mar 9, 2023 Pull any up-to-date information from intake call scripts/materials to use on new documentation.

Mar 13, 2023 Create format for intake call training documentation.

Mar 13, 2023 Migrate content that was pulled from previous documentation.

Mar 14, 2023 Have relevant team members review documentation.

Mar 16, 2023 Update doc based on feedback.

Emoji :check_mark: Next Actions

Dive into intake call materials. There are courses and scripts to review.

Determine how up-to-date the information is on these materials.

Emoji :question_mark: Questions

Questions	Answer
Should I sit in on an intake call with an AM to identify further knowledge gaps?
What topics of intake calls are causing the most issues?

Decisions

Decision	Why	Who	When	Where (Meeting)

*Primary decision maker in bold.

Files & Resources

Digital Marketing Intake Materials Course: https://arinet.sharepoint.com/sites/DigitalMarketingTeam/SitePages/digms-intake-materials.aspx
SEO Intake Call Script: https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501509/SEO+Intake+Call+Script?NO_SSR=1
Pre-Intake Research: https://arinet.sharepoint.com/sites/DigitalMarketingTeam/SitePages/pre-intake-research.aspx

Related Projects

Main Account Manager Training Project: https://arinet.atlassian.net/wiki/spaces/DMSRV/pages/edit-v2/4343038284
SEO Glossary Project: https://arinet.atlassian.net/wiki/spaces/DMSRV/pages/edit-v2/4377018384
SEO Report Call Training Project: https://arinet.atlassian.net/wiki/spaces/DMSRV/pages/4379443305

Notes

Might need to sit in on an intake call to take notes on knowledge gaps.
Ellen specified that intake call confusion may stem from why. Why do we need additional target locations? Why do we want to know about the seasonality that the dealer sees?