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 drops the new sale information (package, website, account name, go live date) into the New Sales Task Out chat (Teams) tagging the ARI SEM 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 ARI SEM Specialist to inform them the Intake Call has been completed and notes have been left

ARI SEM Team Lead

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

Assign the new client to an ARI SEM Specialist, tagging them in the New Sales Task Out chat (Teams)
Add the new client to the SEM ARI Monthly Tracker

Digital Marketing Operations Team

The Digital Marketing Operations Team will update the Insight365 (CRM) with the assigned ARI SEM Specialist's name

Onboarding Resources

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

SEM Intake Call Script

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

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