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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 If you notice anything that is out of date, could be more clear or could be more efficient please update the SOP or add a comment to start a conversation.

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  • 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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titleStep 1: Archive SEOMonitor Campaign

  • Sign in to SEOMonitor and go to the main dashboard by clicking the top-left icon in the DealerSpike agency (DS, ARI, and Net Driven clients are in the same account/agency).

  • Now 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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titleStep 1: Delete Accuranker Domain

  1. Click Home and then Domains to go to the full list of Accuranker Domains

    accu1.PNGImage Added

  2. Click Add filter

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  3. Click Domains

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  4. Type in the domain of the account that needs to be offboarded

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  5. Click Add to create the filter

  6. Your domain should be the only website listed. Click the Trash Can icon under Actions

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  7. Wait for the Confirmation Button to Load

  8. Confirm

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titleStep 2: Remove associated property from Google Search Console

(blue star) ARI & (blue star) Dealer Spike

  • Details 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”.

  • Log 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.

  • Clients can either appear as Verified or Not Verified depending on if they already changed providers or deleted our code or verification files.

    • For clients that are Not Verified:

      • Click on the Not Verified property, this brings up a Verification window where we just have to click on Remove Property in the bottom-right of this window

    • For Clients that are still Verified:

      • Click on the property in the Property list and go to the left-side menu where almost at the bottom you’ll find the Settings option

      • In the settings menu click on Remove property and confirm it.

ND

(blue star) Net Driven

Note: Not relevant to Net Driven. Skip.

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titleStep 3: Disable Inline Editor

(blue star) Dealer Spike

For 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.

  • Change the two Inline Editing lines options to False, save and close the file.

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titleStep 4: Archive client on Spam Link Monitoring board
ND

(blue star) Net Driven

Note: Not relevant to Net Driven. Skip.

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titleStep 5: Remove from Youtube Manager (In Process)

In Process…

ND

(blue star) Net Driven

Note: Not relevant to Net Driven. Skip.

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titleStep 6: Backup all SEO Reports to CRM (Monthly and Quarterly)

  • Log in to Ninjacat and select the appropriate Agency (ARI or DS).

  • Search for the dealer’s account.

  • Go 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.

  • Here 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).

  • You’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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titleStep 7: Remove Monthly and Quarterly Report Template

  • After backing up every monthly and quarterly report you can go ahead and delete the templates from the account

(blue star) Net Driven

  • Check for other marketing products in Ninjacat

  • If there are no additional reports set up, delete the account.

    • Click More Actions

    • Click Settings

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  • Click Delete.

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titleStep 8: Remove SEO DataSources from NinjaCat (SEO Google Sheets, Google Search Console, Google Business Profile, Yext, Grade.us)

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

  • This 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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titleDisable Ongoing Fulfillment in Salesforce

(blue star) Net Driven

  • In 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

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titleRemove from PDM (Net Driven Gold Package Only)

  1. One location for PDM is included in the SEO Gold Package

  2. Follow these instructions to remove from Uberall.

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titleRemove from Rep Management (Net Driven Gold Package Only)

  1. 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)

  2. Look for both Rep Management and Website Review Tool

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titleRemove from Active Clients List (Net Driven Only)

  1. On Client Tracker in Google Sheets, highlight the client’s row

  2. Ctrl+X to Cut Row

  3. Navigate to the “Cancelled Clients” Tab on Google Sheet

  4. Paste in the next available row

  5. On the Dealer Info tab, delete the blank row.

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titleClose Offboarding Task

(blue star) ARI & (blue star) Dealer Spike

  • You have completed the offboarding process. Set the progress to complete in the Status column of the Offboarding dashboard.

ND

(blue star) Net Driven

  1. In Salesforce, navigate to your Fulfillment Orders and open the SEO Fulfillment Order

  2. Scroll to the list of Fulfillment Requests and look for the SEO Takedown Fulfillment Request (below)

  3. Click that Fulfillment Request and scroll to Fulfillment Tasks

  4. Click into the task and click Close (NOT Mark as Complete).

  5. Close the Takedown Fulfillment Request.

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