1. Onboarding (DS SEM)

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Former user (Deleted)
May 27, 2020
2 min read

Here you'll find the tools, documents, and other resources used by the Dealer Spike SEM Department to onboard new clients.

New Sales

Digital Marketing Operations Team

  • A Digital Marketing Salesperson drops the new sale information into DS Digital Marketing New Sales chat (Teams).
  • The Digital Marketing Operations Team updates the Client Tracker as well as Insight 365(CRM) so SEM Specialists and Account Managers can find the information they need
  • The Digital Marketing Operations Team emails the new sale information to the SEM Team Lead as well as the Account Manager Team Lead

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.

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
  • Reaching out to the SEM Specialist to inform them the Intake Call has been completed and notes have been left

SEM Team Lead

After receiving the new sale information from the Digital Marketing Operations Team, the SEM Team Lead will:

  • Audit client details to determine VIP status
  • Audit current SEM Specialist workloads
  • Assign the new sale to an SEM Specialist

SEM Specialist

After an SEM Specialist has been assigned:

  • The Digital Marketing Operations Team should email the SEM Specialist with the new clients' contract, start date, and monthly budget
  • SEM Specialist will add client to the Budget Tracker tab of the SEM Monthly Account sheet
  • SEM Specialist will link up the client sheet from the SEM Monthly Account sheet

Digital Marketing Operations Team

  • The Digital Marketing Operations Team will update the Insight365 (CRM) with the assigned SEM Specialist's name
  • Digital Marketing Operations Team will add client and contract details to the SEM Monthly Account sheet


Onboarding Resources


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