Account Manager Training Scope
- Lance Shroyer
Summary | Offboarding calls become —> training. Initially, systematize turning escalations to include SEO team members on calls into trainings for the AM team. Need to capture knowledge/learning opportunities. Set time to create materials. Train. |
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Target release | Mar 31, 2023 |
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Project status | Done |
Progress | 100% |
Brand | DS ARI |
Owner | @Kyle Sharrer |
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Status Note | Feb 13, 2023 Spoke with Ellen about AM training needs. Knowledge gaps may stem from non-consistent check-ins with resources/learning materials. Also need help with intake and reporting call info, as well as suggested a glossary of SEO terminology. Maybe a monthly call between Ellen and I for check-in purposes? Feb 16, 2023 Was added onto an escalation call with Paradise Rereation for Feb 22nd. Feb 16, 2023 Was decided to break AM training into separate projects based on team needs. Feb 27, 2023 Was added onto an escalation call with Freedom Cycles/Advantage Powersports. Mar 3, 2023 Due to delays with training module project, creating projects for the separate trainings was pushed back. |
Key Dates | Feb 13, 2023 Connect with Ellen to discuss AM SEO training needs. Feb 13, 2023 Review AM SEO training materials to see what needs updates. Sit in on 3-4 AM report calls (no date, relying on AMs to include me on calls). Feb 22, 2023 Take notes on Paradise Recreation call. Mar 6, 2023 Create glossary of SEO terms project (one exists but might need updates - https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501999 ) Mar 10, 2023 Freedome Cycles/Advantage Powersports rescheduled call. Mar 7, 2023 Create reporting training project (Report call script/guide: https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501483 ) Mar 7, 2023 Create intake talk track project (intake call script: https://arinet.atlassian.net/wiki/spaces/DSCS/pages/3937501509)
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Files & Resources
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