Here you'll find a breakdown of the responsibilities, tools, and resources needed by the Dealer Spike MA Team to onboard new clients.

Accounting

The Accounting Team creates the initial project record in Insight365 (CRM) once they receive the new sale contract information from the Digital Marketing Sales Team.

Client Tracker

MA Team Lead or MA Manager

The MA Team Lead or MA Manager will add the new sale client information to the MA Client Tracker
The MA Team Lead or MA Manager will updates the Monthly Sheet Template (in the MA Client Tracker) to include the new sale client information

Tasking

Account Managers

Account Managers are now auto-assigned, but there is currently no notification system set up. The Account Manager Team Lead will forward the new sale information to the assigned Account Manager. And once an Account Manager has been assigned they are responsible for:

Creating a new client sheet
Performing Pre-Intake Research
Reaching out to set up and Intake Call
Performing the Intake Call
Follow up with the dealer to get the customer list (if they haven't already) and then send the customer list to the assigned MA Specialist.
Reaching out to the MA Specialist to inform them the Intake Call has been completed and notes have been left

MA Team Lead or MA Manager

Examine current workloads, VIP client status, and assigns out the new sale client to an MA Specialist
- The assignment is sent over email, the MA Team Lead or MA Manager adds the assigned MA Specialist to the email chain of new sale information sent by the Digital Marketing Operations Team

Digital Marketing Operations Team

The Digital Marketing Operations Team will update Insight365 (CRM) with the assigned MA Specialist

Onboarding Resources

Now that you've completed Onboarding (DS MA), it's time to move on to the next phase of the MA Project Life Cycle, 2. Set-Up (DS MA)!

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