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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

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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