The dealer approval process occurs when the client has requested to approve their written content before publishing it on their website.
To start this process, there are two steps that the SEO Rep must take:
First, navigate to the Dealer Spike SEO Content Staging Board on Trello and pull up the client card.
Add the “Requires Dealer Approval” red label to the Client Card Template.
2. In the “Custom Field” section of the card, you need to put the Account Manager’s email.
Continue filling out the content requests as normal and forward the card to the Dealer Spike Writing Board.
The rest of this process continues when the card is moved into the Awaiting Dealer Approval column on the Dealer Spike Content Posting Board. The following automation takes place to initiate the process:
When a card is moved to the list “Awaiting Dealer Approval” by anyone, Trello sends an email notification to the Account Manager (this information is contained as a custom field on the card).
Email example
Subject: Content Approval Required for {card name}
Message:
Hello,
A client approval is required for (cardname}
Link to the card
Please contact the client at your earliest convenience.
The account manager will take the following actions:
Step 1 - Outreach
a. Follow the email link to the Trello card.
b. Download all content pieces by clicking File > Download > Choose a suitable format.
c. Send an email with the content pieces to the client and ask for approval.
Email Template
Hello {account contact name},
Attached are articles written for your website this month. Please review them and request corrections or revisions at your earliest convenience. Should you require no revision, please let us know and the article(s) will appear on your website within the next 5 business days.
Additional information (optional):
Page title:
Meta description:
H1:
Header content:
If we do not hear from you within 5 business days, we will set them live to avoid delays in fulfilling the contract terms. Please reach out with any question you may have. We look forward to hearing your feedback.
{signature}
Step 2 - Approval
If client approves
a. Go back to the linked card on the Dealer Spike Content Posting Board
b. Comment “Client approves” on the card and save comment.
c. Proceeds to Step 3.
If client requests edits
a. Go back to the linked card on the Dealer Spike Content Posting Board.
b. Posts edit requirements on the comment section and save comment.
c. Move the card to the Issues to Resolve column.
The content writer makes the corrections requested and sends the card back to Awaiting Dealer Approval column.
d. Proceed to Step 3.
Step 3 - Publication
Once all corrections have been made, or if there are no corrections to be made, the account manager moves the card to the Content Ready for Publication column to be published.
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