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Kyle Sharrer

Kyle Sharrer

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Summary

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.

Target release

18

Priority

Status
colourYellow
titleMedium

Project status

Status
colourRed
titleoff track

Progress

Status
title10%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Kyle Sharrer

Team

Ellen Niles

Status Note

Rough draft of intake call script and questions developed. Ready for input from senior reps and content team on

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
  •   Review and discuss current documentation for intake process with Lance, Grant, Alexis, and Katie.
  •   Meeting with Grant, Alexis, and Katie to establish intake questions and intake script updates.
  •   Training rescheduled from to due to SalesForce rollout - Grant will led training.
  •   Meeting with senior reps and content team to offer for their input on script/questions and script draftsdraft.
  •   Receive input from Ellen.
  •   Create finalized drafts of questions and script.
  •   Train CS teams on intake calls.

Resources

Directory Listing Migration

Expected impact

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.

...

Met with Grant and Alexis to further develop structure of script and questions.

Original training date pushed back due to SalesForce rollout. New training date will be and will be led by Grant.

Rough draft of script/questions complete, sent to Grant for feedback.

...