Tool: Workflow Checklist

Pick the Request

• Open up the Salesforce Dashboard.
• Pick a request based on the Priority List.
• Determine if the request can be completed as-is. If not, follow the Kickback Process.

Fulfill the Request

• Determine which Content Fulfillment Option to use.
• Create (or move) the document into the Dealer’s Folder (ARI or Dealer Spike)
• Create the proper File Name.
• Use proper SEO Keyword Practices:
• Use the primary keyword in the intro, outro, and at least one header.
• Use the primary keyword as the most mentioned keyword in the body of the piece.
• If rep provides secondary keywords, use 1-3 from the list.
• Meet all the Type of Content requirements.
• Meet (or exceed) the Word Count requirements.
• Follow all the Style Guide requirements.
• Follow any relevant Trademark requirements.

Submit the Request

• Submit the piece to either QA or Juniper.