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

Insight365 (CRM)
Outlook (email)
Google Drive (SEO Chrome Profile)
- Must be logged in to the SEO Chrome Profile
Blank Client Sheet
SEM Department Login Creds & Passwords
SEM Monthly Account Tracker
Budget Tracker tab
Pre-Intake Research (LMS365 training course)

SEM Intake Call Script

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)!

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