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.
Please use the FWD AI sheet to make all edits to your content this month. if you have issues please reach out to Grant.
Daily Task Priority:
Support Cases
Kickbacks
1st and 2nd Month Clients
3+ Month Client Work
Start Date | Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
Oct 31, 2024 | Nov 8, 2024 | in-progress | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
Nov 1, 2024 | Nov 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 |
Nov 4, 2024 | Nov 5, 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. |
Nov 5, 2024 | Nov 5, 2024 | not Started | SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. |
Nov 5, 2024 | Nov 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: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 |
Nov 6, 2024 | Nov 8, 2024 | not started | SEO REP | Audit and Correct FWD Rows | Reps will go through all their client’s checking the FWD rows for November 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?
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Nov 6, 2024 | Nov 8, 2024 | Not started | 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. |
Nov 8, 2024 | Nov 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 |
Nov 8, 2024 | Nov 8, 2024 | not started | Juniper | Reports are sent | Thank you Juniper! |
Nov 11, 2024 | Nov 11, 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 |
Nov 11, 2024 | Nov 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. |
Nov 12, 2024 | Nov 14, 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.
Note: If a customer is missing from the FWD Export please add them to the tab ”Missing in FWD Export”. |
Nov 15, 2024 | Nov 20, 2024 | not started | QA | QA Checks Refined Content on Sheet and re-submissions | QA will check out the content and provide feedback directly on the sheet. |
Nov 15, 2024 | Nov 20, 2024 | not started | SEO REP | QA Corrections in Sheet | Reps will alter the final outputs to ensure alignment with best practices. |
Nov 28, 2024 | Nov 28, 2024 | Holiday | US | Thanksgiving | |
Nov 18, 2024 | Nov 29, 2024 | not started | Juniper | Content Posting | Juniper will be posting content in sections based on when the rep is ready for posting. WD records will be linked by default in the export, or at least they will be. |
Nov 29, 2024 | Oct 4, 2024 | Not Started | Juniper | Reporting starts |