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Summary

An SEO report description that provides details on each metric/section of the report for Account Managers to reference and explain to clients.

Target release

Priority

MEDIUM

Project status

IN PROGRESS

Progress

90%

Brand

DS ARI

Owner

Kyle Sharrer

Team

Ellen Niles

Status Note

Training date set with Net Driven for report call training on

Key Dates

  • Create project for Account Manager report call training.
  • Review current documentation for SEO report call training in-depth.
  • Pull information that is still up-to-date to migrate to new report call training documentation.
  • Format report call training SOP.
  • Have relevant team members review.
  • Update report call training SOP based on feedback.
  • All report call training info has been added to the SOP.
  • Have relevant team members review.
  • Update SOP based on feedback.
  • Connect with David Mills, find out if Net Driven wants a separate training - who wants to attend on his side? For ARI and DS, it’s both SEO and CS
  • Draft for report call guide complete - input needed.
  • Outline/agenda for training for myself.
  • Differences between new and old report.
  • Input received and draft finalized - pass off to Ellen for review.
  • Date set for report call script/guide training
  • Add links to documentation to SEO materials from CS materials.
  • Provided video recording for Net Driven training - based on feedback, may need to schedule a follow up training.
  • Emailed David to coordinate training for Net Driven by reaching out to David - awaiting response. Will follow-up
  • David will connect with team leaders on to coordinate a date to have the training - waiting on his response.
  • Training date set for Net Driven for

Resources

Directory Listing Migration

Expected impact

Account managers can efficiently and effectively cover an SEO 5.0 report with a client and know the difference between 4.1 and 5.0 reporting versions.

Actual impact

CS team is trained and has the documentation and materials to cover 5.0 reports with clients.

Status Notes

Ellen provided current materials for report call training. Will need to review.

Created project for SEO report call training.

Meeting with Ellen elaborated further on report call training needs. Report calls should tell a story, as well as be able to balance the bad with the good. The report call doc should reflect this. Additionally, Ellen provided report call recordings for us to review.

Still assembling info to create a thorough format.

Waiting for next version of reporting format to be introduced before having training/guide.

Report call script/report differences guide finalized.

Report call training complete and documents reviewed with CS team.

Added links from CS resources to SEO resources for the report call documentation.

Reached out to Ellen to obtain recording to send to Net Driven.

Sent David Mills documentation, recording, and Q&A transcript to share with Net Driven. Will schedule follow-up, if needed.

David connecting with team leaders on to coordinate a training date—will wait for his response.

Still no response—recommend Net Driven uses updated report call training materials and follow up with questions.

Training date has been set on

Description

An SEO report description that provides details on each metric/section of the report for Account Managers to reference.

Create the following:

  • Updated report call script

  • Documentation of changes of old to new reporting

    • Specific GA4 changes, metrics, definitions

    • General report changes

  • Training outline for myself.

Why

This information can provide crucial details and insight for Account Managers to be able to answer any questions about the monthly SEO reports by clients.

Expected Impact

Fewer requests for SEO reps to be pulled onto reporting calls.

🏁 Milestones / Project Timeline

  • Spoke with CS Team Trainer Ellen to determine CS/AM team training needs.
  • Provided report call script/trainings documentation - we can use.
  • Create project for Account Manager report call training.
  • Review current documentation for SEO report call training in-depth.
  • Pull information that is still up-to-date to migrate to new report call training documentation.
  • Format report call training SOP.
  • Have relevant team members review.
  • Update report call training SOP based on feedback.

(tick) Next Actions

  • Review report call courses and documentation - what’s still relevant?
  • Examine current report format to compare to the report call training documentation.
  • Take screenshots of a report to provide a visual.

(question) Questions

Questions

Answer

Should we add a section that informs AMs to check in with the SEO rep prior to the call if any additional info is needed outside of the report?

Should we include what to do in escalations? Or should that be separate?

Should we include a note that asks AMs to review and refer back to this documentation every month?

Decisions

Decision

Why

Who

When

Where (Meeting)

Will add decisions once documentation has been created.

*Primary decision maker in bold.

Files & Resources

SEO Report Call-Script Guide: /wiki/spaces/DSCS/pages/3937501483

SEO 6-Month Plan Report Call Course: https://arinet.sharepoint.com/sites/DigitalMarketingTeam/SitePages/seo-6-month-plan-call.aspx

SEO Report Call Course: https://arinet.sharepoint.com/sites/DigitalMarketingTeam/SitePages/seo-report-call.aspx

Related Projects

Account Manager Training: Account Manager Training Project

SEO Glossary: AM Training: SEO Glossary of Terms

SEO Intake Call:

Notes

  • Ellen indicated that AMs struggle to be able to expand on each metric/section of the report. This project needs to detail each section so that AMs can have a productive call with clients.

  • What does each metric mean? Where is the source of those metrics? What is the timeframe for each metric?