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
25 Sep 2023
Priority
Project status
Progress
Brand
Owner
Kyle Sharrer
Team
Ellen Niles
Status Note
31 Aug 2023 Rough draft of intake call script and questions developed. Ready for input from senior reps and content team on 01 Sep 2023
Key Dates
07 Mar 2023 Create project for intake call training. 09 Mar 2023 Review current documentation of intake call training resources. 09 Mar 2023 Pull any up-to-date information from intake call scripts/materials to use on new documentation. 13 Mar 2023 Create format for intake call training documentation. 24 Mar 2023 Migrate content that was pulled from previous documentation/recordings. 28 Mar 2023 Have relevant team members review documentation. 29 Mar 2023 Update doc based on feedback. 10 Apr 2023 All info for intake call SOP has been compiled, formatted, and ready on the new SOP. 11 Apr 2023 Ready for relevant team member review. 12 Apr 2023 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 18 Sep 2023 22 Aug 2023 Review and discuss current documentation for intake process with Lance, Grant, Alexis, and Katie. 28 Aug 2023 Meeting with Grant, Alexis, and Katie to establish intake questions and intake script updates. 30 Aug 2023 Training rescheduled from 18 Sep 2023 to 25 Sep 2023 due to SalesForce rollout - Grant will led training. 01 Sep 2023 Meeting with senior reps and content team for their input on script/questions draft. Connect with Net Driven about intake process - include them in and find out differences in their intake process. 04 Sep 2023 Receive input from Ellen. 07 Sep 2023 Create finalized drafts of questions and script. 18 Sep 2023 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.