Customer Fulfillment (Checklist)
This is what we do for every customer every month and in the recommended order.
Task | Silver | Gold | Platinum | Silver 2022 | Gold 2022 | Platinum 2022 |
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Month 1 |
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On-Site Component & Tracking Setup in CMS (Juniper) |
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Google Analytics Account & Tracking Setup (Juniper) |
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Google Tag Manager Account & Tracking Setup (Juniper) |
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Google Search Console Account & Tracking Setup (Juniper) |
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Directory Management Account Setup (Yext, BrightLocal) (Juniper) |
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SEOMonitor Account Setup for Keyword Tracking (SEO Rep) |
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Reputation Management Setup - Leave a Review/Testimonials Page Creation (Juniper) |
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First Month Site Audit (SEO Rep) |
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Top-Level Inventory Page Optimization (New, Used) (SEO Rep) |
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YouTube Channel Setup (Juniper) |
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NinjaCat Reporting Account & Tracking Connection Setup (Juniper) |
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NinjaCat Report Creation (SEO Rep) |
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Spam Link Monitoring Setup (Juniper) |
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Top Pages Optimization (About Us, Parts, Service) Content Request Creation -1 per month(SEO Rep) |
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Month 2 |
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Internal Link Structure Creation (SEO Rep) |
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Content Request Creation For 3rd Month (SEO Rep) (2022 packages have a different content schedule beginning month 1) |
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YouTube Request Creation For 3rd Month (SEO Rep) |
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Top Pages Optimization (About Us, Parts, Service) Content Request Creation -1 per month(SEO Rep) |
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Month 3+ |
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Top Pages Optimization (About Us, Parts, Service) Content Request Creation -1 per month(SEO Rep) |
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Region/Local Page Creation & Optimization - ONLY if top pages are finished being optimized (Juniper/SEO Rep) |
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(2 MAX) |
(4 MAX) |
Every Month |
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Keyword list maintenance (SEO Rep) |
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On-site optimization (SEO Rep) |
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Region/Local Page Creation & Optimization - ONLY if top pages are finished being optimized (Juniper/SEO Rep) |
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(2 MAX) |
(4 MAX) |
Content requests - 2022 packages will get these for ILPs after top pages and region/local pages have been optimized (SEO Rep) |
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Youtube request (SEO Rep) |
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Reporting client sheet prep (SEO Rep) |
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Variable tasks |
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QA corrections (SEO Rep) |
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Content kickback corrections (SEO Rep) |
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Report corrections (SEO Rep/Juniper) |
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Backlink Scans (Juniper) |
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Client Transfer Tasks (SEO Rep/Lead) |
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Client Offboarding Tasks (SEO Rep/Lead) |
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I have just added some examples to the table for now as an example.
We should ensure that each task listed here has a corresponding place where we are tracking its completion. add to the table direction and group by what/when you check something off to declare that an item or items were completed.