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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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Training Process
Since most IRV clients only have physical location listed in the SEO sheet, and not including target locations, the prepped UFG conclusion paragraph only has the pre-highlighted spot to add the physical location. If there is a target location listed in the Dealer OF Chatter, be sure to include that.
What’s Done For You | What’s Done By You |
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The article’s topic (matching the rep-requested keyword) is picked (utilizing UFG) | Edit the content piece |
The UFG document is moved to the dealer’s folder | Add in the Dealership Name and Physical Location (and any target locations) in the pre-highlighted spots DEALERSHIP and PHYSICAL LOCATION |
The document file name is updated | Add the Title Tag |
The “Actions Taken” field is updated with the type of content (Article) | Add the Meta Description |
The “Content Focus” field is updated with the keyword and topic (matching the Rewrite Index) | Change the Fulfillment Task Content Piece “Owner” from you to Pablo Ponce |
The “Completed URL” field is updated with the Google Document Link |
Record Keeping
Record keeping in case it’s useful down the road
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