Start Date


Due Date

Status

Who Does It?

Task

Notes

5/31/24

6/5/24

Complete

Juniper

Reporting cycle starts

Review the current reporting cycle here: LINK TO REPORTING Page

6/3/24

6/4/24

Complete

SEO REP

SEO team completes QA corrections and wraps up any outstanding work.

We are a little behind this month due to shortages on labour but expect to be completed on time in June

6/4/24

6/5/24

Complete

Katie

Katie reassigns clients in Salesforce

We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.

6/5/24

6/6/24

Complete

SEO REP

Reps assign themselves all client work for the month.

Reps will need to assign themselves all tasks listed on their dashboard.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

6/6/24

6/7/24

Complete

SEO REP

Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet.

Link to the spreadsheet in question:

https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

6/7/24

6/7/24

Complete

Juniper

Reports are sent

Thank you Juniper

6/8/24

6/8/24

Complete

Grant

“Completed” statuses are wiped from FWD records.

If you complete work before I wipe them, you will need to keep a list handy of the client’s you’ll need to update afterwards.

6/7/24

6/13/24

Complete

SEO REP

Normal monthly work kicks off

0% - 33% Completion

33% day is June 13th.

During this time you should be prioritizing 1st and 2nd month clients.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

6/14/24

6/20/24

COmpleted

SEO REP

33% - 66% Completion

66% day is June 20th.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

6/21/24

6/27/24

Completed

SEO REP

66% - 100% Completion

100% day is June 27th.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

6/28/24

7/4/24

Not Started

Juniper

Reporting starts


eThis is a roadmap for the Core SEO Team to use as a guide for when things are happening throughout the month and when certain milestones are being hit. I expect you to do your best to meet these objectives and to proactively communicate when you think you aren’t.

Daily Task Priority:

  1. Support Cases

  2. Kickbacks

  3. 1st and 2nd Month Clients

  4. 3+ Month Client Work

Start Date

Due Date

Status

Who Does It?

Task

Notes

Jun 28, 2024

Jul 8, 2024

Complete

Juniper

Reporting cycle starts

Review the current reporting cycle here: LINK TO REPORTING Page

Jun 28, 2024

Jul 3, 2024

Complete

SEO REP

SEO team completes QA corrections and wraps up any outstanding work.

We are a little behind this month due to shortages on labour but expect to be completed on time in June

Jul 2, 2024

Jul 3, 2024

Complete

Katie

Katie reassigns clients in Salesforce

We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.

Jul 2, 2024

Jul 5, 2024

Complete

SEO REP

Reps assign themselves all client work for the month.

Reps will need to assign themselves all tasks listed on their dashboard.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Jul 5, 2024

Jul 8, 2024

Complete

SEO REP

Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet.

Link to the spreadsheet in question:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Jul 8, 2024

Jul 8, 2024

Completed

Juniper

Reports are sent

Thank you Juniper

Jul 9, 2024

Jul 9, 2024

not Started

Grant

“Completed” statuses are wiped from FWD records.

If you complete work before I wipe them, you will need to keep a list handy of the client’s you’ll need to update afterwards.

Jul 3, 2024

Jul 15, 2024

not Started

SEO REP

Normal monthly work kicks off

0% - 33% Completion

33% day is Jul 15, 2024

During this time you should be prioritizing 1st and 2nd month clients.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Jul 15, 2024

Jul 22, 2024

Not Started

SEO REP

33% - 66% Completion

66% day is Jul 22, 2024

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Jul 22, 2024

Jul 29, 2024

not started

SEO REP

66% - 100% Completion

100% day is Jul 29, 2024

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Jul 29, 2024

Aug 2, 2024

Not Started

Juniper

Reporting starts




This is a roadmap for the Core SEO Team to use as a guide for when things are happening throughout the month and when certain milestones are being hit. I expect you to do your best to meet these objectives and to proactively communicate when you think you aren’t.

Daily Task Priority:

  1. Support Cases

  2. Kickbacks

  3. 1st and 2nd Month Clients

  4. 3+ Month Client Work

Start Date

Due Date

Status

Who Does It?

Task

Notes

Jul 29, 2024

Aug 6, 2024

Completed

Juniper

Reporting cycle starts

Review the current reporting cycle here: LINK TO REPORTING Page

Jul 30, 2024

Aug 2, 2024

Completed

SEO REP

SEO team completes QA corrections and wraps up any outstanding work.

We are a little behind this month due to shortages on labour but expect to be completed on time in June

Aug 2, 2024

Aug 2, 2024

Completed

Katie

Katie reassigns clients in Salesforce

We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.

Aug 2, 2024

Aug 5, 2024

In-progress

SEO REP

Reps assign themselves all client work for the month.

Reps will need to assign themselves all tasks listed on their dashboard.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Aug 2, 2024

Aug 5, 2024

In-progress

SEO REP

Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet.

Link to the spreadsheet in question:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Aug 7, 2024

Aug 7, 2024

Completed

Juniper

Reports are sent

Thank you Juniper

Aug 8, 2024

Aug 12, 2024

Completed

SEO REP

Normal monthly work kicks off

0% - 33% Completion

33% day is Aug 12, 2024

During this time you should be prioritizing 1st and 2nd month clients.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Aug 12, 2024

Aug 19, 2024

Not Started

SEO REP

33% - 66% Completion

66% day is Aug 19, 2024

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Aug 19, 2024

Aug 26, 2024

not started

SEO REP

66% - 100% Completion

100% day is Aug 26, 2024

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Aug 28, 2024

Sep 2, 2024

Not Started

Juniper

Reporting starts




Start Date

Due Date

Status

Who Does It?

Task

Notes

Aug 30, 2024

Sep 9, 2024

Completed

Juniper

Reporting cycle starts

Review the current reporting cycle here: LINK TO REPORTING Page

Aug 30, 2024

Sep 4, 2024

Completed

SEO REP

SEO team completes QA corrections and wraps up any outstanding work.

We are a little behind this month due to shortages on labour but expect to be completed on time in June

Sep 3, 2024

Sep 4, 2024

Completed

Katie

Katie reassigns clients in Salesforce

We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.

Sep 4, 2024

Sep 4, 2024

in-progress

SEO REP

Reps assign themselves all client work for the month.

Reps will need to assign themselves all tasks listed on their dashboard.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 4, 2024

Sep 4, 2024

in-progress

SEO REP

Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet.

Link to the spreadsheet in question:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 4, 2024

Sep 6, 2024

completed

SEO REP

Audit and Correct FWD Rows

Reps will go through all their client’s checking the FWD rows for September to ensure they are as complete as possible, and will align with the AI generation tool. Also need to ensure the pick is still a solid choice - Do they have inventory?

Important fields include:

  • Content Focus - Ensure it is specific and everything is spelled correctly. DO NOT include trademarks as it will break reporting.

  • Destination URL - Must be there to ensure content is linked to a specific page

  • Secondary Keywords - Please include any keyword variations that you would like included in the generated content. Comma separate all keywords in the fwd(do not use a line break).

  • Content Notes - This is where we will add any special instructions for the piece of content such as listing a certification or something the dealer specifically wants listed.

Sep 4, 2024

Sep 6, 2024

In-progress

SEO REP

Audit Dealer Info Tab on AI Sheet

Rep will be going through their client’s information on the “Dealer Info” tab on the AI sheet to ensure the Dealer Name, and locations are correct.

Sheet link: SEO AI Generator

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 6, 2024

Sep 6, 2024

Complete

Lance

Export FWD Rows for September

I will do an export of Salesforce FWD data and import that into the AI Sheet : SEO AI Generator

Sep 6, 2024

Sep 9, 2024

in-progress

SEO REP

Multi-Location Override Sheet Updates

Reps with multi-location dealer will input the correct location for each location-specific FWD row.

This will change the primary location for the generated content

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 9, 2024

Sep 10, 2024

not started

Grant

Generate Content & Move to Rep Sheets

I will then run the content generation process to create the first pass of content outputs. Then i’ll move the content to the rep-specific tab where the rep will be able to review.  

AI Content Generation Complete for:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton

Sep 9, 2024

Sep 11, 2024

not started

SEO REP

Rep Content Review and Refinement

Reps will review all of the AI-generated content on their specific tabs, make any necessary edits to refine into final content.

  1. Leave the raw AI generated content in column S.

  2. Put your final reviewed and edited version ready for posting in column T.

    1. Add any notes on issues/improvements related to the AI content in column X.

  3. Use column U to mark when each row is completed “Complete” or block “On Hold”.

  4. Check yourself off below when you have completed this step.

Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton

Sep 6, 2024

Sep 9, 2024

not started

Juniper

Reports are sent

Thank you Juniper!



not started

QA

QA Checks Refined Content on Sheet

QA will check out the content and provide feedback directly on the sheet.



not started

SEO REP

QA Corrections in Sheet

Reps will alter the final outputs to ensure alignment with best practices.

Sep 12, 2024

Sep 17, 2024

not started

SEO REP

Rep Posting Content

Reps will post edited content by the Tue. 17th due date. Complete posting includes marking work as completed in the FWD.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton

Sep 17, 2024

Sep 19, 2024

not started

SEO REP

Normal monthly work kicks off

0% - 33% Completion

33% day is Sep 19, 2024

During this time you should be prioritizing 1st and 2nd month clients.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 19, 2024

Sep 24, 2024

Not Started

SEO REP

33% - 66% Completion

66% day is Sep 24, 2024

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 25, 2024

Sep 30, 2024

not started

SEO REP

66% - 100% Completion

100% day is Sep 27, 2024 Monday Sept 30th at the latest!

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 30, 2024

Oct 4, 2024

Not Started

Juniper

Reporting starts


Start Date

Due Date

Status

Who Does It?

Task

Notes

Sep 27, 2024

Oct 7, 2024

Completed

Juniper

Reporting cycle starts

Review the current reporting cycle here: LINK TO REPORTING Page

Oct 1, 2024

Oct 3, 2024

Completed

SEO REP

SEO team completes QA corrections and wraps up any outstanding work.

We are a little behind this month due to shortages on labour but expect to be completed on time in June

Oct 2, 2024

Oct 3, 2024

Completed

Katie

Katie reassigns clients in Salesforce

We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.

Oct 3, 2024

Oct 3, 2024

in-progress

SEO REP

Reps assign themselves all client work for the month.

Reps will need to assign themselves all tasks listed on their dashboard.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Oct 4, 2024

Oct 4, 2024

in-progress

SEO REP

Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet.

Link to the spreadsheet in question:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Oct 3, 2024

Oct 7, 2024

not started

SEO REP

Audit and Correct FWD Rows

Reps will go through all their client’s checking the FWD rows for September to ensure they are as complete as possible, and will align with the AI generation tool. Also need to ensure the pick is still a solid choice - Do they have inventory?

Important fields include:

  • Content Focus - Ensure it is specific and everything is spelled correctly. DO NOT include trademarks as it will break reporting.

  • Destination URL - Must be there to ensure content is linked to a specific page

  • Secondary Keywords - Please include any keyword variations that you would like included in the generated content. Comma separate all keywords in the fwd(do not use a line break).

  • Content Notes - This is where we will add any special instructions for the piece of content such as listing a certification or something the dealer specifically wants listed.

Oct 3, 2024

Oct 7, 2024

In-progress

SEO REP

Audit Dealer Info Tab on AI Sheet

Rep will be going through their client’s information on the “Dealer Info” tab on the AI sheet to ensure the Dealer Name, and locations are correct.

Sheet link: SEO AI Generator

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Oct 7, 2024

Oct 8, 2024

Not started

Grant

Export FWD Rows for September

I will do an export of Salesforce FWD data and import that into the AI Sheet : SEO AI Generator

Oct 8, 2024

Oct 10, 2024

not started

SEO REP

Multi-Location Override Sheet Updates

Reps with multi-location dealer will input the correct location for each location-specific FWD row.

This will change the primary location for the generated content

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Oct 8, 2024

Oct 11, 2024

not started

Grant

Generate Content & Move to Rep Sheets

I will then run the content generation process to create the first pass of content outputs. Then i’ll move the content to the rep-specific tab where the rep will be able to review.  

AI Content Generation Complete for:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton

Oct 9, 2024

Oct 15, 2024

not started

SEO REP

Rep Content Review and Refinement

Reps will review all of the AI-generated content on their specific tabs, make any necessary edits to refine into final content.

  1. Leave the raw AI generated content in column S.

  2. Put your final reviewed and edited version ready for posting in column T.

    1. Add any notes on issues/improvements related to the AI content in column X.

  3. Use column U to mark when each row is completed “Complete” or block “On Hold”.

  4. Check yourself off below when you have completed this step.

Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton

Oct 7, 2024

Oct 7, 2024

not started

Juniper

Reports are sent

Thank you Juniper!



not started

QA

QA Checks Refined Content on Sheet

QA will check out the content and provide feedback directly on the sheet.



not started

SEO REP

QA Corrections in Sheet

Reps will alter the final outputs to ensure alignment with best practices.

Oct 15, 2024

Oct 21, 2024

not started

SEO REP

Rep Posting Content

Reps will post edited content by the Tue. 17th due date. Complete posting includes marking work as completed in the FWD.

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Scott Demonbrun
Delevondra Hamilton

Sep 17, 2024

Sep 19, 2024

not started

SEO REP

Normal monthly work kicks off

0% - 33% Completion

33% day is Sep 19, 2024

During this time you should be prioritizing 1st and 2nd month clients.

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 19, 2024

Sep 24, 2024

Not Started

SEO REP

33% - 66% Completion

66% day is Sep 24, 2024

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 25, 2024

Sep 30, 2024

not started

SEO REP

66% - 100% Completion

100% day is Sep 27, 2024 Monday Sept 30th at the latest!

On Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Off Track:

Aimee Villafranco
Fabian Lopez
Isabelle Lavery
Jahson Wright
Jermie Walker
Jessica Chen
Joe Linebarger
Kyle Rinker
Kyle Sharrer
Linnea Havener
Lui Marquez
Makayla Olson
Riley Arner
Ryan Kelner
Scott Demonbrun
Delevondra Hamilton

Sep 30, 2024

Oct 4, 2024

Not Started

Juniper

Reporting starts