1. Onboarding (LV SEM)
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)
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 (LV SEM)!