Client Sheet Creation - 2022

Owned by Grant Gooch
Last updated: Nov 02, 2022
1 min read

Follow the below step to create new client sheets for both ARI and Dealer Spike clients:

  • Log into the SEO@dealerspike.com Google Account

  • Open the Dealer Spike Google Drive - This link will take you to the active search to find the sheet.

  • Find the sheet labeled - “DS & ARI New Client Sheet Template - 2022“

  • Right-click the sheet in the list and select “Make a Copy”

  • The page will reload

  • Then look for the sheet labeled “Copy of DS & ARI New Client Sheet Template - 2022“ that was last edited by you and open it.

  • Rename it to match the name of the dealer on the FMT Card

  • Lastly, you will just need to fill in some basic information:

    • Dealership - This is the name of the business from CRM and the FMT card

    • URL - The website we are working on for the client

    • Package Details - Using the fields available to specify the products the client has purchased and the package level for each

    • Dealer Contact - The dealer’s contact information from CRM

  • Link the sheet in the proper places