FSB (Full Solution Bundle) Intake Directions:
*SEO reps will be added to the account team in Salesforce after the sale goes through. Message Dan or Jeremy with questions.
Opening the Call
Introduce yourself, if this is your first meeting with the client, and welcome them to the platform. Explain the structure of the Search Engine Optimization intake call; a breakdown of what SEO is, the services that will be provided, in their SEO package, and questions about their business to aid our ability to create a comprehensive campaign that is specific to their inventory and services.
Package Expectations
Clients will sign up for 1 of 3 available SEO packages. The following information outlines the deliverables for each package from the first month onward in order to set expectations for monthly work.
Local Pages
Before discussing deliverables for each SEO package, it is important to clarify and differentiate what Local pages are from other web pages.
A Local page is a location-based webpage that highlights an area OUTSIDE of the dealership’s hometown/physical location. The information on this page talks about the dealership’s inventory and services, as it relates to the location of focus. The About Us page already serves to establish relevance in the dealership’s hometown, so the purpose of the additional Local pages is to help establish relevance in a target area that the client wishes to drive traffic from. Each SEO package offers a different number of Local pages, so the client will need to specify the same amount of additional target locations as there are Local pages, per their package.
Example: If a dealership has a Gold SEO package and is located in Los Angeles, CA, the client can list Anaheim and San Bernardino as the locations of focus for the two Local pages, per the Gold package’s content deliverables.
Essential Questions to Ask
During the intake call, these questions are crucial to ask the new client in order to obtain valuable information to aid the SEO team. These questions will provide answers that will allow us to set goals, establish direction, and focus on the priorities of the business. For these questions, please fully capture the answers and be certain of the spelling for any locations.
Outro
The ultimate goal of SEO is to increase the quality and quantity of organic traffic to the client’s website. The more traffic the website receives, the more sales and leads opportunities we generate. This means we’re going to optimize the website with keywords related to the inventory, geography, and services. Be sure to explain to the client the following:
Contact Expectations
Inform the client that you will be their main point of contact and will help facilitate SEO-related requests, questions, or concerns they have to the assigned SEO rep. The client should also expect a 48-hour turnaround time for most responses (unless completion of the request takes longer than that time frame, which Account Managers will be notified of by the SEO rep).
Reporting
Inform the client that the SEO report that is sent on the 5th of every month details the previous month’s SEO performance. The report contains valuable information regarding the work that was completed (with URLs to the pages that were worked on) and the campaign plan, which outlines the next 3 month’s worth of focuses. The report is important to review, in case the client has questions or requests about these specific aspects.
If the client wishes to modify the campaign plan, requests need to be made a month in advance or else the update will be made the following month.
Post-Call Procedure
Before the call ends, inform the client that if they need to update any details to the answers they provided during the call, they need to do so as soon as possible. This gives the SEO team sufficient time to set up their SEO campaign with up-to-date information.
Based on the notes that you collected, fill out the Client Sheet and ensure all appropriate fields are gathered. Send the completed client sheet URL and any further intake notes to the SEO team via an SEO Fulfillment case or ticket to the SEO Support Queue.
Deliverables | Packages | ||
---|---|---|---|
Silver V2022 | Gold V2022 | Platinum V2022 | |
Homepage | x | x | x |
Top Pages Optimization | x | x | x |
| x | x | x |
| x | x | x |
| x | x | x |
| 2 (one-time) | 4 (one-time) | |
Internal Link Structure | x | x | x |
Spam Link Monitoring & Clean-up | x | x | x |
Monthly Site Optimization | x | x | x |
Content Creation | |||
Inventory Page OR Blog | 1/mo/either | 2/mo/either | 2/mo/either |
| x | x | x |
| x | x | x |
| x | x | x |
| 2 (one-time) | 4 (one-time) | |
Local Business Listing Optimization | |||
Basic Listing Optimization | x | x | |
Nap Citations Management | x | x | |
Google Business Profile Page Optimization | x | x | |
GBP Posts (Manual Posting) | 1/(mo) | ||
Reputation Management | |||
On-site Review Capture & Feed | x | ||
Review Request (Email & Text - dms integration) | x | ||
Reviews Management Dashboard & Reporting | x | ||
Managed Review Response | x | ||
Tracking & Reporting | |||
Monthly & Quarterly Reporting w/GBP Insights | x | x | x |
Keyword Research & Planning | x | x | x |
Google Search Console | x | x | x |
Google Analytics | x | x | x |
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