1. Onboarding (DS SEM)

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

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)!