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  • Sheets - List of IRV clients going into February 2025

  • Salesforce - List of IRV clients

  • Salesforce - List of open content tasks for IRV clients

  • Excel - List with Dealer Info for IRV clients (Sonelle’s clients)

  • Drive Folder - Home to the IRV clients' Dealer Folders

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Projects

Before Content Fulfillment Can Begin:

  •  Lyra | Create a folder for each IRV client within the “CONTENT: IRV” folder
  •  Lyra | Add Dealer Info for each IRV client

January Content Fulfillment - In Progress

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Record keeping in case it’s useful down the road

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titleThe Process
  1. See the requests needing fulfillment in the report

  2. Change Fulfillment Task Owner to self

  3. Create/Move the document into the Dealer’s folder

  4. Complete the piece

  5. Fulfillment Work Done:

    1. Add the URL to the WD## in the “Completed Piece URL” section

    2. Update Content Focus to match File Name/Rewrite Index Format

  6. Fulfillment Task:

    1. Change “Due Date” to current date

    2. Change Owner to Pablo

    3. Change “Actions Taken” to type of content (article, pagefooter, DC)

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titleDealer Info

All the information came from the SEO AI Generator resource (the “Dealer Info” tab), using the version in January 2025. The only available information (due to these dealers not completing the dealer intake questionnaire yet) was the dealer’s preferred name and their physical location(s).

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titleContent Folders

There is the main Google Drive folder CONTENT: IRV where each dealer folder lives in a sub-folder using the standard Dealer Folder format “Dealer Name (State Abbreviation) Salesforce ID”.

Given that the IRV clients received content before joining the standard DS process, and this content was uploaded into the team’s website tool, these Google Drive folders do not contain all the content that our company has created for the client.

It should be assumed that duplicate article topics are not a concern for these clients.

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titleCompleted Projects

Before Content Fulfillment Can Begin:

  •  Lyra | Create a folder for each IRV client within the “CONTENT: IRV” folder
  •  Lyra | Add Dealer Info for each IRV client