Customer Fulfillment (Checklist)
- Lance Shroyer
- Katie Hill (Deactivated)
- Daniel Suh (Deactivated)
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) |
|
|
|
|
|
|
Month 2 |
|
|
|
|
|
|
Internal Link Structure Creation (SEO Rep) |
|
|
|
|
|
|
Content Request Creation For 3rd Month (SEO Rep) (2022 packages have a different content schedule beginning month 1) |
|
|
|
|
|
|
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) |
|
|
|
|
|
|
Region/Local Page Creation & Optimization - ONLY if top pages are finished being optimized (Juniper/SEO Rep) |
|
|
|
|
(2 MAX) |
(4 MAX) |
Every Month |
|
|
|
|
|
|
Keyword list maintenance (SEO Rep) |
|
|
|
|
|
|
On-site optimization (SEO Rep) |
|
|
|
|
|
|
Region/Local Page Creation & Optimization - ONLY if top pages are finished being optimized (Juniper/SEO Rep) |
|
|
|
|
(2 MAX) |
(4 MAX) |
Content requests - 2022 packages will get these for ILPs after top pages and region/local pages have been optimized (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.