Account Manager Training Project

Owned by Lance Shroyer
Last updated: Mar 08, 2023 by Kyle Sharrer
2 min read

Description

Establishing SEO training needs for Account Managing team

Milestones / Project Timeline

Review current training materials that Ellen sent over.
Feb 13, 2023 Meet with Ellen to discuss the SEO training needs of the AM team.
Feb 16, 2023 Schedule recurring monthly meeting with Ellen.
Mar 7, 2023 Create/update SEO terminology glossary
Mar 9, 2023 Create/update intake talk track
Mar 10, 2023 Create/update report training
Mar 7, 2023 Break the above projects up into separate documentation.

 

Next Actions

Further review of current SEO training materials - what can be kept vs updated.
Create separate projects for each AM training need.
Update those sub-projects with necessary info.

 

Training Gaps Log

Gap

Create Training Yes/No

Created

Link

AM Team Trained

Gap

Create Training Yes/No

Created

Link

AM Team Trained

EXAMPLE: Unable to communicate what Impressions and Clicks means concisely and accurately.

Yes

Done

google.com

 

Unfamiliarity with reporting metrics - what does the data mean and where does it comes from?

Linked doc covers Report Call-Script Guide

Semi-complete (contingent on necessary updates)

https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501483

 

Does not know all the necessary information needed from the client for an intake call, nor the purpose of that information.

Linked doc covers intake call information - maybe needs elaboration?

Semi-complete (contingent on needing updates or being remade)

https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501509

 

Does not know full extent of SEO terminology.

Potentially - Lance started one previously that we can build from.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Decisions

Decision

Why

Who

Decision

Why

Who

Create/update report training

AMs unable to fully explain each metric on reports nor elaborate on monthly focuses/campaign decisions.

AMs

Create/update intake talk track

AMs need to know the purpose of why we need the information we ask for on intake calls.

AMs

Create/udpate SEO glossary

AMs are not aware of all of our SEO terminology, which would be very useful to know for communication with SEO reps and clients.

AMs

Meet with Ellen monthly (every 15th of the month).

Touchbase with Ellen on a monthly basis about department updates and need-to-know information.

AM Trainer/SEO Trainer

Related Projects

 

Notes

Feb 13, 2023 Post call notes with Ellen:

  • Create/update report training

  • Create/update intake talk track

  • Create SEO terminology glossary (Lance may have started a glossary already that we can build from).

  • Work with Reina to implement recurring training sessions

  • Meet with Ellen monthly

Notes/AM Resources from Ellen

This chain contains links to all the SEO resources that CS relies on and that were previously managed by an SEO SME.

Intro to SEO Courses: What is SEO? What is Reputation Management?

Intro to Client Sheets Course: Client Sheets(Overview)

How to find the SEO Specialist in CRM: CS Team Training: Looking Up Digital Marketing representatives in the CRM

Intake Call Courses: Pre-Intake Research SEO Intake

Report Call Courses: SEO 6 Month, SEO Report Call

Call Guide Articles: Intake Call, Report Call

SEO Features and Package Tiers(I am aware that new structure will be launching at some point): Confluence Article

Found a couple other resources in Confluence.

SEO Frequently Asked Questions(FAQs) and NinjaCat SEO v2 Report Breakdown