Purpose

Lay out the tasks an SEO Team Lead must complete when a client cancels SEO services or ghosts the platform in order to fully offboard the canceled client.

Procedure

Inputs:

  • The SEO Team Lead receives notification of an SEO cancellation through a Teams message, account manager email, or the SEO Monthly Planner.


  • The team lead will send the assigned SEO rep an email notification of the cancellation using the following template:

    • “Hello, I am sending you a notification that your SEO client (insert dealer name) will be canceling/has canceled their SEO services effective (insert cancel effective date). Here is the change request for reference: (insert CR#).”

Helpful Tip: the cancellation effective date can be found in the change request under “Product Effective Date”. This is required for every SEO cancellation - even platform ghostings or other unexpected cancellations.

  • The product effective date listed in the change request will need to be recorded as the cancellation date on the content template card in the Custom Fields section:

  • Drag or use the Move Card buttons to move the template card from the Client Cards column to the Paused/Canceled Clients column.

  • Links to the SEO Content Staging boards:

    • ​Emoji :ARI: ARI: ​https://trello.com/b/MZuXpELG/ari-seo-content-staging-board

    • ​Emoji :Dealer_Spike: DS: ​https://trello.com/b/iGmvzOgw/dealer-spike-seo-content-staging-board

Outputs:

  • The SEO Team Lead cancellation tasks have been completed and Juniper can complete their assigned cancellation tasks to finish closing out the client.