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Daily Task Priority:
Support Cases - 48h Turnaround Time
Kickbacks and QA Corrections on the sheet
1st and 2nd Month Clients
3+ Month Client Work
Monthly Quick Links:
Start Date | Due Date | Status | Who Does It? | Task | Notes | ||||||||||||||||||
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01 10 Jan |
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| Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page | ||||||||||||||||||
| 06 Jan |
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| SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | Slightly behind due to the holidays, once staffing levels out we should be able to get completely caught up. | |||||||||||||||||
03 Jan 03 Jan |
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| Katie | Katie reassigns clients in Salesforce | Make sure to double check your new client lists. | ||||||||||||||||||
06 Jan 06 Jan |
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| SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. | ||||||||||||||||||
06 Jan | Jan |
| SEO REP | Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet. | If you identify any missing cases in Salesforce that will need to be manually created, please fill out a row on the sheet. Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 | ||||||||||||||||||
| SEO REP | Audit Account Names On Capacity Model | Reps will need to go through their sections on the capacity model to ensure the name listed in the account field matches EXACTLY what is in Salesforce. This will ensure all “VLOOKUP” functions work correctly. Sheet link: SEO Capacity Planning.xlsx (Column A) | ||||||||||||||||||||
| SEO REP | Audit Dealer Info Tab on Capacity Sheet | Rep will be going through their client’s information in the dealer info section of the capacity model to ensure correctness and completeness. | ||||||||||||||||||||
| SEO REP | Audit and Correct FWD Rows | Reps will go through all their client’s checking the FWD rows for November to ensure they are as complete as possible, and will align with the AI generation tool. Also need to ensure the pick is still a solid choice - Do they have inventory? FWDs on SF and the AI Generation Sheet. They should be correct coming out of Salesforce each month. If information is missing, it will need to be added to both Salesforce and the AI sheet.
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| SEO REP | Audit Dealer Info Tab on AI Sheet | Rep will be going through their client’s information on the “Dealer Info” tab on the AI sheet to ensure the Dealer Name, and locations are correct. |||||||||||||||||
07 Jan |
| Grant | Export FWD Rows for JanuaryFeb | I will do an export of Salesforce FWD data and import that into the AI Sheet | |||||||||||||||||||
07 Jan 07 Jan |
| Grant | Generate Content & Move to Rep Sheets | I will then run the content generation process to create the first pass of content outputs. Then i’ll move the content to the rep-specific tab where the rep will be able to review. |
| SEO REP | Multi-Location Override Sheet Updates | Reps with multi-location dealer will input the correct location for each location-specific FWD row. This will change the primary location for the generated content | |||||||||||||||
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| Juniper | Reports are sent | Thank you Juniper! | ||||||||||||||||||
08 Jan 15 Jan |
| SEO REP | Rep Content Review and Refinement | Reps will review all of the AI-generated content on their specific tabs, make any necessary edits to refine into final content.
Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”. | |||||||||||||||||||
09 Jan 24 Jan |
| QA | QA Checks Content | QA will check out the content and provide feedback on the sheet for the header. | |||||||||||||||||||
16 Jan 24 Jan |
| SEO REP | QA Corrections in Sheet | Reps will alter the on-site content to ensure alignment with best practices. | |||||||||||||||||||
20 Jan 31 Jan |
| Juniper | Content Posting | Juniper will be posting content in sections based on when the rep is ready for posting. WD records will be linked by default in the export, or at least they will be. |
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