Review the current reporting cycle here: LINK TO REPORTING Page
Status
colour
Green
title
Completed
SEO REP
SEO team completes QA corrections and wraps up any outstanding work.
We are a little behind this month due to shortages on labour but expect to be completed on time in June
Status
colour
Green
title
Completed
Katie
Katie reassigns clients in Salesforce
We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.
Status
colour
Blue
title
in-progress
SEO REP
Reps assign themselves all client work for the month.
Reps will need to assign themselves all tasks listed on their dashboard.
Expand
title
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Blue
title
in-progress
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.
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Green
title
completed
SEO REP
Audit and Correct FWD Rows
Reps will go through all their client’s checking the FWD rows for September 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?
Important fields include:
Content Focus - Ensure it is specific and everything is spelled correctly. DO NOT include trademarks as it will break reporting.
Destination URL - Must be there to ensure content is linked to a specific page
Secondary Keywords - Please include any keyword variations that you would like included in the generated content. Comma separate all keywords in the fwd(do not use a line break).
Content Notes - This is where we will add any special instructions for the piece of content such as listing a certification or something the dealer specifically wants listed.
Status
colour
Blue
title
In-progress
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.
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Green
title
Complete
Lance
Export FWD Rows for September
I will do an export of Salesforce FWD data and import that into the AI Sheet : SEO AI Generator
Status
colour
Blue
title
in-progress
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
Expand
title
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
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.
AI Content Generation Complete for:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
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.
Leave the raw AI generated content in column S.
Put your final reviewed and edited version ready for posting in column T.
Add any notes on issues/improvements related to the AI content in column X.
Use column U to mark when each row is completed “Complete” or block “On Hold”.
Check yourself off below when you have completed this step.
Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”.
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
Juniper
Reports are sent
Thank you Juniper!
Status
colour
Purple
title
not started
QA
QA Checks Refined Content on Sheet
QA will check out the content and provide feedback directly on the sheet.
Status
colour
Purple
title
not started
SEO REP
QA Corrections in Sheet
Reps will alter the final outputs to ensure alignment with best practices.
Status
colour
Purple
title
not started
SEO REP
Rep Posting Content
Reps will post edited content by the Tue. 17th due date. Complete posting includes marking work as completed in the FWD.
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
SEO REP
Normal monthly work kicks off
0% - 33% Completion
33% day is
During this time you should be prioritizing 1st and 2nd month clients.
Expand
title
Rep Status
Tip
On Track:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Note
Off Track:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
Not Started
SEO REP
33% - 66% Completion
66% day is
Expand
title
Rep Status
Tip
On Track:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Note
Off Track:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
SEO REP
66% - 100% Completion
100% day is Monday Sept 30th at the latest!
Expand
title
Rep Status
Tip
On Track:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Note
Off Track:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
Not Started
Juniper
Reporting starts
Expand
title
October 2024
Start Date
Due Date
Status
Who Does It?
Task
Notes
Status
colour
Green
title
Completed
Juniper
Reporting cycle starts
Review the current reporting cycle here: LINK TO REPORTING Page
Status
colour
Green
title
Completed
SEO REP
SEO team completes QA corrections and wraps up any outstanding work.
We are a little behind this month due to shortages on labour but expect to be completed on time in June
Status
colour
Green
title
Completed
Katie
Katie reassigns clients in Salesforce
We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.
Status
colour
Blue
title
in-progress
SEO REP
Reps assign themselves all client work for the month.
Reps will need to assign themselves all tasks listed on their dashboard.
Expand
title
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Blue
title
in-progress
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.
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
SEO REP
Audit and Correct FWD Rows
Reps will go through all their client’s checking the FWD rows for September 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?
Important fields include:
Content Focus - Ensure it is specific and everything is spelled correctly. DO NOT include trademarks as it will break reporting.
Destination URL - Must be there to ensure content is linked to a specific page
Secondary Keywords - Please include any keyword variations that you would like included in the generated content. Comma separate all keywords in the fwd(do not use a line break).
Content Notes - This is where we will add any special instructions for the piece of content such as listing a certification or something the dealer specifically wants listed.
Status
colour
Blue
title
In-progress
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.
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
Not started
Grant
Export FWD Rows for September
I will do an export of Salesforce FWD data and import that into the AI Sheet : SEO AI Generator
Status
colour
Purple
title
not started
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
Expand
title
Please mark yourself complete once you're done with this task:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
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.
AI Content Generation Complete for:
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
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.
Leave the raw AI generated content in column S.
Put your final reviewed and edited version ready for posting in column T.
Add any notes on issues/improvements related to the AI content in column X.
Use column U to mark when each row is completed “Complete” or block “On Hold”.
Check yourself off below when you have completed this step.
Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”.
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
Juniper
Reports are sent
Thank you Juniper!
Status
colour
Purple
title
not started
QA
QA Checks Refined Content on Sheet
QA will check out the content and provide feedback directly on the sheet.
Status
colour
Purple
title
not started
SEO REP
QA Corrections in Sheet
Reps will alter the final outputs to ensure alignment with best practices.
Status
colour
Purple
title
not started
SEO REP
Rep Posting Content
Reps will post edited content by the Tue. 17th due date. Complete posting includes marking work as completed in the FWD.
Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton
Status
colour
Purple
title
not started
SEO REP
Normal monthly work kicks off
0% - 33% Completion
33% day is
During this time you should be prioritizing 1st and 2nd month clients.