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Summary

Implement Content Calendar Process where Content writing determines what content pieces are written. Remove Content Request from SEO Reps.

Target release

Priority

HIGH

Project status

PUSHED

Progress

25%

Brand

DSARI

Owner

Grant Gooch

Team

Reina Underwood

Status Note

This has been postponed until the launch of SF due to the lift of altering exsitiing client sheets before the cut over. We should be ready to go once we’re in SF.

Key Dates

Resources

Expected impact

Actual impact

Status Notes

(tick) Next Actions

  • Complete the write-up of the instructions for altering all WDI tabs
  • Get time estimates for updating all client sheets for capacity planning
  • Reina is writing instructions for her team
  • We will coop the doc Reina makes and alter it for our reps
  • Project has been rescoped to simply implement the content request data in the WDI tab of the client sheet and avoid the need for SEO reps to submit a Trello card each month. Beta testing in progress as of June 1.
  • Reconvene with content after SF cutover

(question) Questions

Questions

Answer

Who

When

Where (Meeting)

Decisions

Decision

Why

Who

When

Where (Meeting)

Scoping down the project to just eliminate the content cards without the content tracking piece.

Will still get us a massive time saving improvement for the SEO team but the tracking for content and historical content is too complex to build a system. Also with the move to SF immenient will need consider what the system abilities in the future. Cutting the content card creation will save ~7/per rep each month.

*Primary decision maker in bold.

Dependencies

Related Projects

Future Work

Notes

How To Alter WDI Tabs:

  1. Open the client sheet.

  2. Scroll over to column I

  3. You will then need to add five additional columns to the right of column I

  4. You can copy the columns from the Client Sheet Template

  5. Paste them starting in column J

  6. Next, you will need to set up conditional formatting to highlight the rows when an “X” is added to column J

    1. In the main toolbar at the top, hover “Format”

    2. Then from the drop-down click, “Conditional Formatting”

    3. A new settings pane will appear on the right side of the screen

    4. Click “+ Add Another Rule“

    5. You will then want to make the settings match the following:

    6. After that click “Done” and place an “X” in column J to ensure the formatting took effect.

  7. That’s all!