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For help, please refer to the Contacts list.

Meetings 

I have arranged for a few people to take you under their wings this week. Please introduce yourself to them and note their roles. It is very likely that you will reach out to them again one day for answers.  

  • Yext Training

Monday, May 25, 2022 @ 10:30 a.m. Pacific Time

Fernando Mendez will guide you through Yext from the very top. Joining you will be new hire Jose Osuna. You will be Jose’s backup for Yext setup when you are not working on outreach.

  • Customer Success / Digital Marketing Touch Base 

Monday, May 25, 2022 @ 1:30 p.m. Pacific Time 

I have asked Dan Koppe to guide you through our DS/ARI Digital Advertising Backlog and explain the importance of your role. Dan is our Client Success manager for Dealer Spike.

  • Call Shadowing with the CS Team

Monday, May 25, 2022, and Wednesday, May 27, 2022.

Ellen has requested that account managers invite you to their calls to listen in. The sessions are approximately 1 hour each. Please accept their invitations and join them.

Assignments

Please work on these assignments in any order you see fit, and as account access becomes available to you.

  • Follow Up with IT about Ticket LHD-11131 for Dynamics365 Access

If you are still seeing errors for our CRM, please follow up with IT (same protocol as submitting a ticket) about the referenced ticket number. I have indicated that you need a license, and the license will copy Felipe Mendez’s access.

This is the course you signed up for on Thursday. If you are not done working through this, please continue.

  • Assist Felipe with L5 Migration Cards

Felipe can always use an extra hand with these setups. If you have free time and feel comfortable with lending a hand, Felipe will appreciate it. He has already shown you how to work through the cards last Thursday, and he can be your guide if you have questions.

  • Set Up Voicemail

Ellen Niles showed you where to set up your voicemail in RingCentral. Based on her template (and with proper modifications), please work on setting up your voicemail.

  • Set Up Email Signature

Please set up your Dealer Spike email signature per these instructions: Email Signature.

Please email Brand Manager daniel.rafn@leadventure.com and ask him for a template of an email signature for ARI.

(You should now have 2 signatures saved.)

  • Learn about Facebook account recovery protocols at the Meta Business Help Center. These are the topics you will be touching upon with our clients.
  • Create Your Facebook Outreach Template (Email and Phone Script)

  • Based on what you have learned so far about your duties, outreach, and the Facebook access process, please generate a template for Facebook access outreach emails for 3 attempts. They can sound familiar, but increase in urgency.

    • You can include your introduction, the reason we require access, and directions for if they need to recover an account.

    • Include links that you think will help, how they can reach you, etc.

  • When Reina is back, we will send this to the Director of Advertising and CS team for approval, and they will become your Facebook templates moving forward.

  • Please also generate a script for your call. We will review and obtain approval as well.

  • Bonus Points: Yext Outreach - Initial Outreach (Email)

Who can help: Fernando Mendez / Gabriel Reyes

Note: Remember to use the correct signature for the correct brand! They all look to be Dealer Spike for now.

After Fernando has shown you how to use the Yext platform, please reach out to the clients under the Client Outreach column on the DSB Product Additions: Directory Management & Reputation Management board. There should be about 6 cards on the board right now, each containing the contact information for each client. Click on the card to open it and get the information you need and get started.

Your task is to send an email out to each of these clients using the following instructions in order:

  1. Yext - Generating Client Outreach Link

  2. Yext - Generating Client Outreach Email

  3. Yext - Outreach Schedule & Updating the Trello Board

After you have completed the task for each client, check off the two tasks under the Client Outreach checklist. Close the card by clicking outside of the opened card, and drag the completed card to the column to the right labeled Complete. It does not matter where the card lands in this column.