🦃 November: SEO Monthly SerpTacular FeastPlan

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:

  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

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 7, 2024 | Aimee Villafranco
Nov 4, 2024 | Fabian Lopez
Nov 4, 2024 | Isabelle Lavery
Nov 7, 2024 | Jahson Wright
Nov 6, 2024 | Jermie Walker
Nov 4, 2024 | Jessica Chen
Nov 4, 2024 | Kyle Sharrer
Nov 5, 2024 | Linnea Havener
Nov 4, 2024 | Lui Marquez
Nov 5, 2024 | Makayla Olson
Nov 4, 2024 | Riley Arner
Nov 7, 2024 | Ryan Kelner
Nov 4, 2024 | Scott Demonbrun
Nov 8, 2024 | Keyli Salazar
Nov 4, 2024 | Kyara Bellini
Nov 4, 2024 | Ruby Perez

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 7, 2024 | Aimee Villafranco
Nov 4, 2024 | Fabian Lopez
Nov 4, 2024 | Isabelle Lavery
Nov 7, 2024 | Jahson Wright
Nov 4, 2024 | Jermie Walker
Nov 4, 2024 | Jessica Chen
Nov 4, 2024 | Kyle Sharrer
Nov 4, 2024 | Linnea Havener
Nov 4, 2024 | Lui Marquez
Nov 5, 2024 | Makayla Olson
Nov 4, 2024 | Riley Arner
Nov 8, 2024 | Ryan Kelner
Nov 4, 2024 | Scott Demonbrun
Nov 8, 2024 | Keyli Salazar
Nov 4, 2024 | Kyara Bellini
Nov 4, 2024 | Ruby Perez

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?

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.

Nov 8, 2024 | Aimee Villafranco
Nov 4, 2024 | Fabian Lopez
Nov 4, 2024 | Isabelle Lavery
Nov 7, 2024 | Jahson Wright
Nov 4, 2024 | Jermie Walker
Nov 4, 2024 | Jessica Chen
Nov 4, 2024 | Kyle Sharrer
Nov 4, 2024 | Linnea Havener
Nov 4, 2024 | Lui Marquez
Nov 6, 2024 | Makayla Olson
Nov 4, 2024 | Riley Arner
Nov 4, 2024 | Ryan Kelner
Nov 4, 2024 | Scott Demonbrun
Nov 8, 2024 | Keyli Salazar
Nov 4, 2024 | Kyara Bellini
Nov 4, 2024 | Ruby Perez

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.

Sheet link: https://arinet-my.sharepoint.com/:x:/g/personal/grant_gooch_leadventure_com/ES03c3HSTudImHh-qW4NbDsBhmLLJJ3upAb8XCCUmLuhxw?e=u9rdXw

Nov 8, 2024 | Aimee Villafranco
Nov 4, 2024 | Fabian Lopez
Nov 4, 2024 | Isabelle Lavery
Nov 7, 2024 | Jahson Wright
Nov 4, 2024 | Jermie Walker
Nov 4, 2024 | Jessica Chen
Nov 4, 2024 | Kyle Sharrer
Nov 4, 2024 | Linnea Havener
Nov 4, 2024 | Lui Marquez
Nov 7, 2024 | Makayla Olson
Nov 4, 2024 | Riley Arner
Nov 4, 2024 | Ryan Kelner
Nov 4, 2024 | Scott Demonbrun
Nov 8, 2024 | Keyli Salazar
Nov 4, 2024 | Kyara Bellini
Nov 4, 2024 | Ruby Perez

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 4, 2024 | Aimee Villafranco
Nov 4, 2024 | Fabian Lopez
Nov 4, 2024 | Isabelle Lavery
Nov 8, 2024 | Jahson Wright
Nov 4, 2024 | Jermie Walker
Nov 4, 2024 | Jessica Chen
Nov 4, 2024 | Kyle Sharrer
Nov 4, 2024 | Linnea Havener
Nov 4, 2024 | Lui Marquez
Nov 4, 2024 | Makayla Olson
Nov 4, 2024 | Riley Arner
Nov 4, 2024 | Ryan Kelner
Nov 4, 2024 | Scott Demonbrun
Nov 4, 2024 | Keyli Salazar
Nov 4, 2024 | Kyara Bellini
Nov 4, 2024 | Ruby Perez

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.

  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”.

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