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.
TBD date Date set for CS team training for - will meet with Lance, Grant, Katie, and Alexis on intake calls to develop outline for intake call document.
Key Dates
Create project for intake call training.
Review current documentation of intake call training resources.
Pull any up-to-date information from intake call scripts/materials to use on new documentation.
Create format for intake call training documentation.
Migrate content that was pulled from previous documentation/recordings.
Have relevant team members review documentation.
Update doc based on feedback.
All info for intake call SOP has been compiled, formatted, and ready on the new SOP.
Ready for relevant team member review.
Update SOP based on feedback.
TBD date set for CS training on intake calls - once date is set, it will be easier to determine timelines for SOP creation - Date set to
Discuss and build an outline with Leadership to have the most up-to-date documentation on intake calls.
Have draft ready for Content and CS teams' input.
Update documentation based off feedback to finalize documentation.
Account Managers will communicate with clients to obtain and explain SEO-relevant information and set expectations with clients on intake calls to more effectively optimize websites.
Actual impact
Account Managers will ask and answer SEO-related questions in order to fill out the client info tab of client sheets so that SEO reps can have more thorough and valuable information available to them.
Status Notes
Ellen provided current materials for report call training. Will need to review.
...
Still assembling info to create a thorough format.
Moving intake call document to Future Projects until date for CS training is set.
Date set for CS team training on
Will meet with leadership team to develop intake call outline.
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.