Description
How to gather dealership information (as it relates to SEO) via prior research and by asking the client. Additionally, this will cover why we need said information in SEO campaigns.
Why
Being able to elaborate on why we need intake call information can help Account Managers and clients get on the same page and set expectations for the campaign. Additionally, gathering all the necessary information can help SEO Specialists be able to more thoroughly optimize the website.
🏁 Milestones / Project Timeline
- Spoke with CS Team Trainer Ellen to determine CS/AM team training needs.
- Ellen provided current intake call course/materials - we can use.
- Create project for intake call training.
- Review current documentation of intake call training resources.
- Pull any up-to-date information from intake call scripts/materials to use on new documentation.
- Create format for intake call training documentation.
- Migrate content that was pulled from previous documentation.
- Have relevant team members review documentation.
- Update doc based on feedback.
Next Actions
- Dive into intake call materials. There are courses and scripts to review.
- Determine how up-to-date the information is on these materials.
Questions
Questions | Answer |
|---|---|
Should I sit in on an intake call with an AM to identify further knowledge gaps? | |
What topics of intake calls are causing the most issues? |
Decisions
Decision | Why | Who | When | Where (Meeting) |
|---|---|---|---|---|
*Primary decision maker in bold.
Files & Resources
Digital Marketing Intake Materials Course: https://arinet.sharepoint.com/sites/DigitalMarketingTeam/SitePages/digms-intake-materials.aspx
SEO Intake Call Script: https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501509/SEO+Intake+Call+Script?NO_SSR=1
Pre-Intake Research: https://arinet.sharepoint.com/sites/DigitalMarketingTeam/SitePages/pre-intake-research.aspx
Related Projects
Main Account Manager Training Project: https://arinet.atlassian.net/wiki/spaces/DMSRV/pages/edit-v2/4343038284
SEO Glossary Project: https://arinet.atlassian.net/wiki/spaces/DMSRV/pages/edit-v2/4377018384
SEO Report Call Training Project: AM Training: Report Call Training
Notes
Might need to sit in on an intake call to take notes on knowledge gaps.
Ellen specified that intake call confusion may stem from why. Why do we need additional target locations? Why do we want to know about the seasonality that the dealer sees?
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