Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleHave the IRV Dealers Completed the Dealer Intake Form?

Not currently. Plans are in the works to develop an intake process for these clients. Once dealers provide more information in an intake, that information will be added to their Salesforce accounts and Lyra will add the relevant information to the dealer’s Dealer Info in the Ongoing Fulfillment Chatter.

...

Expand
titleBefore the Writers Can Start...

The Task

Completed By

The dealer’s Dealer Info is added to their Ongoing Fulfillment Chatter
(This contains how the dealer wants their name written in content, their physical location, and any target locations. It also contains hyperlinks to the dealer’s website, content folder, and fulfillment work done)

Lyra Freely
(Madison Garner in Salesforce)

The Fulfillment Task is created and assigned to the “Ignite SEO PF” queue.

(This ensures it shows up on the Report, which the Content Team uses to identify content needing to be written).

...

Resources

  • 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

...