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.
08 Met with content team and senior reps on for their input on intake process. Taking actionable items to incorporate into script/questions and developing Lance - need to consolidate Essential Questions and add in services questions (for content team), as well as eliminate proposed follow-up emailfor AMs to send to clients.
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 for their input on script/questions draft.
Sent draft .
Connect with Net Driven about intake process - include them in and find out differences in their intake process.
Receive input from Ellento Ellen from input.
Eliminate follow-up email and migrate necessary info (content team questions) into main intake guide/script. Also, consolidate Essential Questions section - several can be combined due to their relation to each other.
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.
...
Incorporated content team input into script/questions. Developing follow-up email.
Sent Ellen draft for input.
Met with Lance; we need to consolidate questions to make room for more questions that are relevant to content team needs. This will eliminate need for follow-up email.