This SOP is a work in progress. If you notice anything that is out of date, could be more clear or could be more efficient please update the SOP or add a comment to start a conversation.
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Go through the tasks to offboard a client from different platforms when they either cancel or ghost us.
Procedure
Inputs:
ARI/DS - Each month there’ll be a canceled section at the bottom of the ARI and DS SEO monthly planners colored red.
ND - A Takedown Fulfillment Request will be generated in Salesforce in the same Fulfillment Order as the Onboarding Fulfillment Request.
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title | Step 1: Archive SEOMonitor Campaign |
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Sign in to SEOMonitor and go to the main dashboard by clicking the top-left icon in the DealerSpike agency (Both DS and ARI client , ARI, and Net Driven clients are in the same account/agency). Image RemovedImage AddedNow at the top-right hover your pointer over your profile options and click on Campaign Settings. In Campaign Settings, you’ll find all the active campaigns, type the domain of the canceled client in the search bar and click on the gear icon. A side menu will pop up and at the bottom click on the ‘Archive Campaign’ option and ‘Archive’ to confirm it.
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title | Step 1: Delete Accuranker Domain |
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Click Home and then Domains to go to the full list of Accuranker Domains Image AddedClick Add filter Image AddedClick Domains Image AddedType in the domain of the account that needs to be offboarded Image AddedClick Add to create the filter Your domain should be the only website listed. Click the Trash Can icon under Actions Image AddedWait for the Confirmation Button to Load Confirm
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title | Step 2: Remove associated property from Google Search Console |
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ARI & Dealer SpikeDetails on how to accomplish all or a portion of this step specific to this brand. Look for the Client sheet associated with the canceled client in the SEO chrome profile. There should be a field indicating which account has the property for the canceled client in the first tab “Client Info”. Image RemovedImage AddedLog in to Google Search Console in said account and in the top-left property search box (not the top one) search for the URL of the dealer’s website. Image RemovedImage AddedClients can either appear as Verified or Not Verified depending on if they already changed providers or deleted our code or verification files.
Net DrivenNote: Not relevant to Net Driven. Skip. |
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title | Step 3: Disable Inline Editor (DS ONLY) |
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Dealer SpikeFor this step, you’ll have to be on one of the VPNs and have NppFTP plugin installed in Notepad++. Look for the FTP folder for the dealer’s website in the NppFTP plugin, in this case, we'll be disabling the inline editor for Barn House Powersports (If the dealer already changed their hosting, there’ll be no FTP folder for their website). Open the “config.asp” that’s in the “includes” folder. Image RemovedImage AddedChange the two Inline Editing lines options to False, save and close the file. Image RemovedImage Added
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title | Step 4: Archive client on Spam Link Monitoring board |
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Net DrivenNote: Not relevant to Net Driven. Skip. |
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title | Step 5: Remove from Youtube Manager (In Process) |
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In Process…
Net DrivenNote: Not relevant to Net Driven. Skip. |
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title | Step 6: Backup all SEO Reports to CRM (Monthly and Quarterly) |
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Log in to Ninjacat and select the appropriate Agency (ARI or DS). Search for the dealer’s account. Image RemovedImage AddedGo to the Reports sections of the account and locate both the Monthly and Quarterly reports. Click on the 3 vertical dots and select the View History option. Image RemovedImage AddedHere download the last report created from each month of service by clicking on the cloud icon on the right (You don’t have to download every report just the last one from each month). Image RemovedImage AddedYou’ll have to do this process for both the Monthly and Quarterly reports. Upload these reports to the CRM… (In process)
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title | Step 7: Remove Monthly and Quarterly Report Template |
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Net DrivenCheck for other marketing products in Ninjacat If there are no additional reports set up, delete the account. Click More Actions Click Settings - Image Added
Click Delete. - Image Added
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title | Step 8: Remove SEO DataSources from NinjaCat (SEO Google Sheets, Google Search Console, Google Business Profile, Yext, Grade.us) |
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After deleting the report templates you can start deleting Data Sources from the account. In the Data Sources section select any of the SEO data sources Image RemovedImage AddedThis will open up a window to manage this data source. Just click More Actions in the top-right and select Delete. You’ll have to do this process with the data sources from: SEO Google Sheets (Work Done Import, DS Import, SEO Roadmap, Quarterly Work Done Import) Google Search Console Google Analytics Yext Google Business Profile (Ninjacat has it labeled as Google My Business) GradeUs
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Outputs:
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title | Disable Ongoing Fulfillment in Salesforce |
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Net DrivenIn the Salesforce Account, navigate to Ongoing Fulfillments under Related List Quick Links Select the SEO Ongoing Fulfillment Click the pencil icon to Edit Uncheck the Active box Change the End Date to Today Click Save Image Added |
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title | Remove from Rep Management (Net Driven Gold Package Only) |
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Ensure separate Takedown Request triggers to Remove Rep Management and notify Net Driven Social Media Team Lead if it does not (currently Julie Theobald, as of writing this) Look for both Rep Management and Website Review Tool
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title | Remove from Active Clients List (Net Driven Only) |
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On Client Tracker in Google Sheets, highlight the client’s row - Image Added
Ctrl+X to Cut Row Navigate to the “Cancelled Clients” Tab on Google Sheet - Image Added
Paste in the next available row On the Dealer Info tab, delete the blank row.
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title | Close Offboarding Task |
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ARI & Dealer Spike
Net DrivenIn Salesforce, navigate to your Fulfillment Orders and open the SEO Fulfillment Order Scroll to the list of Fulfillment Requests and look for the SEO Takedown Fulfillment Request (below) - Image Added
Click that Fulfillment Request and scroll to Fulfillment Tasks - Image Added
Click into the task and click Close (NOT Mark as Complete). - Image Added
Close the Takedown Fulfillment Request.
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Outputs:
SEO customer has now been fully off boarded.
FAQs
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