- Created by Grant Gooch, last modified on Oct 03, 2024
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Start Date
| Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
5/31/24 | 6/5/24 | COMPLETE | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
6/3/24 | 6/4/24 | COMPLETE | SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | We are a little behind this month due to shortages on labour but expect to be completed on time in June |
6/4/24 | 6/5/24 | COMPLETE | Katie | Katie reassigns clients in Salesforce | We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists. |
6/5/24 | 6/6/24 | COMPLETE | SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. Please mark yourself complete once you're done with this task:
|
6/6/24 | 6/7/24 | COMPLETE | SEO REP | Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet. | Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 Please mark yourself complete once you're done with this task:
|
6/7/24 | 6/7/24 | COMPLETE | Juniper | Reports are sent | Thank you Juniper |
6/8/24 | 6/8/24 | COMPLETE | Grant | “Completed” statuses are wiped from FWD records. | If you complete work before I wipe them, you will need to keep a list handy of the client’s you’ll need to update afterwards. |
6/7/24 | 6/13/24 | COMPLETE | SEO REP | Normal monthly work kicks off 0% - 33% Completion | 33% day is June 13th. During this time you should be prioritizing 1st and 2nd month clients. Rep Status On Track:
Off Track:
|
6/14/24 | 6/20/24 | COMPLETED | SEO REP | 33% - 66% Completion | 66% day is June 20th. Rep Status On Track:
Off Track:
|
6/21/24 | 6/27/24 | COMPLETED | SEO REP | 66% - 100% Completion | 100% day is June 27th. Rep Status On Track:
Off Track:
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6/28/24 | 7/4/24 | NOT STARTED | Juniper | Reporting starts |
|
eThis is a roadmap for the Core SEO Team to use as a guide for when things are happening throughout the month and when certain milestones are being hit. I expect you to do your best to meet these objectives and to proactively communicate when you think you aren’t.
Daily Task Priority:
Support Cases
Kickbacks
1st and 2nd Month Clients
3+ Month Client Work
Start Date | Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
|
| COMPLETE | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
|
| COMPLETE | SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | We are a little behind this month due to shortages on labour but expect to be completed on time in June |
|
| COMPLETE | Katie | Katie reassigns clients in Salesforce | We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists. |
|
| COMPLETE | SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. Please mark yourself complete once you're done with this task:
|
|
| COMPLETE | SEO REP | Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet. | Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 Please mark yourself complete once you're done with this task:
|
|
| COMPLETED | Juniper | Reports are sent | Thank you Juniper |
|
| NOT STARTED | Grant | “Completed” statuses are wiped from FWD records. | If you complete work before I wipe them, you will need to keep a list handy of the client’s you’ll need to update afterwards. |
|
| NOT STARTED | SEO REP | Normal monthly work kicks off 0% - 33% Completion | 33% day is During this time you should be prioritizing 1st and 2nd month clients. Rep Status On Track:
Off Track:
|
|
| NOT STARTED | SEO REP | 33% - 66% Completion | 66% day is Rep Status On Track:
Off Track:
|
|
| NOT STARTED | SEO REP | 66% - 100% Completion | 100% day is Rep Status On Track:
Off Track:
|
|
| NOT STARTED | Juniper | Reporting starts |
|
This is a roadmap for the Core SEO Team to use as a guide for when things are happening throughout the month and when certain milestones are being hit. I expect you to do your best to meet these objectives and to proactively communicate when you think you aren’t.
Daily Task Priority:
Support Cases
Kickbacks
1st and 2nd Month Clients
3+ Month Client Work
Start Date | Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
|
| COMPLETED | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
|
| COMPLETED | SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | We are a little behind this month due to shortages on labour but expect to be completed on time in June |
|
| COMPLETED | Katie | Katie reassigns clients in Salesforce | We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists. |
|
| IN-PROGRESS | SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. Please mark yourself complete once you're done with this task:
|
|
| IN-PROGRESS | SEO REP | Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet. | Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 Please mark yourself complete once you're done with this task:
|
|
| COMPLETED | Juniper | Reports are sent | Thank you Juniper |
|
| COMPLETED | SEO REP | Normal monthly work kicks off 0% - 33% Completion | 33% day is During this time you should be prioritizing 1st and 2nd month clients. Rep Status On Track:
Off Track:
|
|
| NOT STARTED | SEO REP | 33% - 66% Completion | 66% day is Rep Status On Track:
Off Track:
|
|
| NOT STARTED | SEO REP | 66% - 100% Completion | 100% day is Rep Status On Track:
Off Track:
|
|
| NOT STARTED | Juniper | Reporting starts |
|
Start Date | Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
|
| COMPLETED | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
|
| COMPLETED | SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | We are a little behind this month due to shortages on labour but expect to be completed on time in June |
|
| COMPLETED | Katie | Katie reassigns clients in Salesforce | We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists. |
|
| IN-PROGRESS | SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. Please mark yourself complete once you're done with this task:
|
|
| IN-PROGRESS | SEO REP | Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet. | Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 Please mark yourself complete once you're done with this task:
|
COMPLETED | SEO REP | Audit and Correct FWD Rows | Reps will go through all their client’s checking the FWD rows for September to ensure they are as complete as possible, and will align with the AI generation tool. Also need to ensure the pick is still a solid choice - Do they have inventory? Important fields include:
| ||
IN-PROGRESS | SEO REP | Audit Dealer Info Tab on AI Sheet | Rep will be going through their client’s information on the “Dealer Info” tab on the AI sheet to ensure the Dealer Name, and locations are correct. Sheet link: SEO AI Generator Please mark yourself complete once you're done with this task:
| ||
COMPLETE | Lance | Export FWD Rows for September | I will do an export of Salesforce FWD data and import that into the AI Sheet : SEO AI Generator | ||
IN-PROGRESS | SEO REP | Multi-Location Override Sheet Updates | Reps with multi-location dealer will input the correct location for each location-specific FWD row. This will change the primary location for the generated content Please mark yourself complete once you're done with this task:
| ||
NOT STARTED | Grant | Generate Content & Move to Rep Sheets | I will then run the content generation process to create the first pass of content outputs. Then i’ll move the content to the rep-specific tab where the rep will be able to review. AI Content Generation Complete for:
| ||
NOT STARTED | SEO REP | Rep Content Review and Refinement | Reps will review all of the AI-generated content on their specific tabs, make any necessary edits to refine into final content.
Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”.
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| NOT STARTED | Juniper | Reports are sent | Thank you Juniper! |
|
| NOT STARTED | QA |
| QA will check out the content and provide feedback directly on the sheet. |
|
| NOT STARTED | SEO REP |
| Reps will alter the final outputs to ensure alignment with best practices. |
NOT STARTED | SEO REP | Rep Posting Content | Reps will post edited content by the Tue. 17th due date. Complete posting includes marking work as completed in the FWD.
| ||
|
| NOT STARTED | SEO REP | Normal monthly work kicks off 0% - 33% Completion | 33% day is During this time you should be prioritizing 1st and 2nd month clients. Rep Status On Track:
Off Track:
|
|
| NOT STARTED | SEO REP | 33% - 66% Completion | 66% day is Rep Status On Track:
Off Track:
|
|
| NOT STARTED | SEO REP | 66% - 100% Completion | 100% day is Monday Sept 30th at the latest! Rep Status On Track:
Off Track:
|
|
| NOT STARTED | Juniper | Reporting starts |
|
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