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This is what we do for every customer every month and in the recommended order.

Task

Silver

Gold

Platinum

Silver 2022

Gold 2022

Platinum 2022

Month 1

On-Site Component & Tracking Setup in CMS (Juniper??)

Google Analytics Account & Tracking Setup (Juniper)

Google Tag Manager Account & Tracking Setup (Juniper)

Google Search Console Account & Tracking Setup (Juniper)

Directory Management Account Setup (Yext, BrightLocal) (Juniper)

SEOMonitor Account Setup for Keyword Tracking (SEO Rep)

Reputation Management Setup - Leave a Review/Testimonials Page Creation (Juniper??)

First Month Site Audit (SEO Rep)

Top-Level Inventory Page Optimization (New, Used) (SEO Rep)

YouTube Channel Setup (Juniper)

NinjaCat Reporting Account & Tracking Connection Setup (Juniper)

NinjaCat Report Creation (SEO Rep)

Spam Link Monitoring Setup (Juniper)

Top Pages Optimization (About Us, Parts, Service) Content Request Creation -1 per month(SEO Rep)

Region/Local Page Creation & Optimization (Juniper/SEO Rep)

✅ ✅

✅ ✅ ✅ ✅

Month 2

Internal Link Structure Creation (SEO Rep)

Content Request Creation For 3rd Month (SEO Rep)

✅ ✅

YouTube Request Creation For 3rd Month (SEO Rep)

Top Pages Optimization (About Us, Parts, Service) Content Request Creation -1 per month(SEO Rep)

Month 3+

Top Pages Optimization (About Us, Parts, Service) Content Request Creation -1 per month(SEO Rep)

Every Month

Keyword list maintenance (SEO Rep)

On-site optimization (SEO Rep)

Content requests (SEO Rep)

✅ ✅

Youtube request (SEO Rep)

Reporting client sheet prep (SEO Rep)

Variable tasks

QA corrections (SEO Rep)

Content kickback corrections (SEO Rep)

Report corrections (SEO Rep/Juniper)

Backlink Scans (Juniper)

Client Transfer Tasks (SEO Rep/Lead)

Client Offboarding Tasks (SEO Rep/Lead)

I have just added some examples to the table for now as an example.

We should ensure that each task listed here has a corresponding place where we are tracking its completion. add to the table direction and group by what/when you check something off to declare that an item or items were completed.