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 or Lance.
Daily Task Priority:
Support Cases - 48h Turnaround Time
Kickbacks and QA Corrections on the sheet
1st and 2nd Month Clients
3+ Month Client Work
Monthly Quick Links:
MAJOR AI SHEET CHANGES!!!
Dealer Info now lives on the Capacity Planning Sheet - You will need to audit the information there.
Account Name MUST match what is in Salesforce to ensure all Lookup functions work correctly
Instead of checking a box you will update the Status field - (Column K)
Ready for QA - You have audited the content, and you are ready for the QA team to score you.
QA Correction Needed - The QA team has identified something that will need to be corrected. Once complete, you can make the row “Ready to Post”
Resub Request - The QA team has identified something that will need to be corrected and wants to verify the correction before posting. Once completed mark the row, “Resubmission Ready”.
Resubmission Ready - You have made the requested correction and are ready for QA to verify. Once QA is satisfied, they will mark the row as “Ready to Post”.
Ready to Post - All QA checks and corrections are complete and is ready for Juniper to post. If row not being QA’d, mark as “ready to post”.
Posted - Content is live on the site.
If no Destination URL listed the cell with highlight red - You need to fix these. We should ALWAYS have a Destination URL.
When working in the AI Sheet you MUST use a sheet view to make sure you’re not messing with anyone else’s work. Here’s how to access your view:
Click the “View” tab > Click “Sheet View” dropdown > Select your name
Start Date | Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
Jan 31, 2025 | Feb 11, 2025 | in-progress | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
Jan 31, 2025 | Feb 4, 2025 | Completed | SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | On track this month. |
Feb 5, 2025 | Feb 5, 2025 | Completed | Katie | Katie reassigns clients in Salesforce | Make sure to double check your new client lists. |
Feb 5, 2025 | Feb 5, 2025 | 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. |
Feb 5, 2025 | Feb 6, 2025 | 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. | If you identify any missing cases in Salesforce that will need to be manually created, please fill out a row on the sheet. Link to the spreadsheet in question: Missing Task Sheet - Use Current Month |
Feb 6, 2025 | Feb 6, 2025 | Not started | SEO REP | Audit Account Names On Capacity Model | Reps will need to go through their sections on the capacity model to ensure the name listed in the account field matches EXACTLY what is in Salesforce. This will ensure all “VLOOKUP” functions work correctly. Sheet link: SEO Capacity Planning.xlsx (Column A) |
Feb 6, 2025 | Feb 6, 2025 | Not started | SEO REP | Audit Dealer Info Tab on Capacity Sheet | Rep will be going through their client’s information in the dealer info section of the capacity model to ensure correctness and completeness. |
Feb 6, 2025 | Feb 10, 2025 | not started | SEO REP | Audit and Correct FWD Rows | Reps will go through FWDs on SF and the AI Generation Sheet. They should be correct coming out of Salesforce each month. If information is missing, it will need to be added to both Salesforce and the AI sheet.
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Feb 10, 2025 | Feb 10, 2025 | Not started | Grant | Export FWD Rows for Feb | I will do an export of Salesforce FWD data and import that into the AI Sheet |
Feb 10, 2025 | Feb 10, 2025 | not started | Grant | Generate Content | 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. |
Feb 11, 2025 | Feb 11, 2025 | not started | Juniper | Reports are sent | Thank you Juniper! |
Feb 11, 2025 | Feb 13, 2025 | 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. |
Feb 11, 2025 | Feb 25, 2025 | not started | QA | QA Checks Content | QA will check out the content and provide feedback on the sheet for the header. |
Feb 11, 2025 | Feb 25, 2025 | not started | SEO REP | QA Corrections in Sheet | Reps will alter the on-site content to ensure alignment with best practices. |
Feb 11, 2025 | Feb 28, 2025 | 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. |