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Below is a breakdown of responsibilities, resources, and information required to successfully complete our monthly work for our TDA clients!

  • Call Notes (from the Client Sheets on Google Drive)
  • Simpli.fi

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    Client Requests

    Belize TDA Specialist

    When it comes to monthly work, client
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    Table of Contents

    Client requests have first priority and should be addressed first during the month, immediately after the reporting period.

    The

    Belize

    TDA Specialist will:

    • Monitor Call Notes and emails for any TDA Client request passed along from the Account Managers as a result of a report call or any other dealer contact

    • Monitor campaign spend

    • Submit requests to alter or update the design of any ads running

    Adding
    • Add new or

    removing
    • remove old geofences 

  • Adjusting keyword lists by either adding or deleting keywords, especially when a client does not like seeing a specific keyword on a report
  • One off requests
    • Setting up an Event Tactic (not likely during COVID-19)
  • Belize TDA Specialist will escalate
    • Set up Event Targeting (as requested)

    • Escalate requests as necessary

    From this point on, all changes implemented to the TDA campaign will happen individually, with each change being handled

    in the Simpli.fi UX

    Client Request Resources

    via the Quorum platform.


    Monthly Work

    Belize TDA Specialist and TDA Dept Manager (for VIP Clients)


    Once all client requests have been completed for the month, the Belize TDA Specialist and TDA Department Manager will accomplish the following to complete all monthly client work:

    • Submit requests to alter or update the design of any ads running

    Adding
    • Add new or

    removing
    • remove old geofences

    Adjusting keyword
    • Adjust domain lists by either adding or deleting

    keywords, monitoring

    Monthly Work Resources

    With Maintenance accomplished, let's move on to the next phase,
    • domains

    • Monitoring domain list for relevance to a client's inventory

  • One off monthly tasks:
    • Setting up an Event Tactic (not likely during COVID-19)
    • An Event Tactic can be set up by emailing Simpli.fi at: west@simpli.fi

  • !