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Hi Joshua! I'm not here to start your week off, but here is a list of things I had planned for you. Please treat this as a self-guided tour, and I'll touch base with you regarding each item when I come back!

Meetings 

I have arranged for a few people to take you under their wings this week. Please introduce yourself to them and note their roles. It is very likely that you will reach out to them again one day for answers.  

  • Yext Training

Monday, May 25, 2022 @ 10:30 a.m. Pacific Time

Fernando Mendez will guide you through Yext from the very top. Joining you will be new hire Jose Osuna. You will be Jose’s backup for Yext setup when you are not working on outreach.

  • Customer Success / Digital Marketing Touch Base 

Monday, May 25, 2022 @ 1:30 p.m. Pacific Time 

I have asked Dan Koppe to guide you through our backlog and explain the importance of your role. Dan is our Client Success manager for Dealer Spike.

Training

Yext

Assignments

  • Yext Outreach - Initial Outreach (Email)

  • Help me! Fernando Mendez / Gabriel Reyes

  • After Fernando has shown you how to use the Yext platform, please reach out to the clients under the Client Outreach column on the DSB Product Additions: Directory Management & Reputation Management board. There should be about 6 cards on the board right now, each containing the contact information for each client. Click on the card to open it and get the information you need and get started.

  • Your task is to send an email out to each of these clients using the following instructions in order:

1. Yext - Generating Client Outreach Link

2. Yext - Generating Client Outreach Email

  • After you have completed the task for each client, check off the two tasks under the Client Outreach checklist. Close the card by clicking outside of the opened card, and drag the completed card to the column to the right labeled Complete. It does not matter where the card lands in this column.

  • Assist Felipe with L5 Migration Cards

  • Felipe can always use an extra hand with these setups. If you have free time and feel comfortable with lending a hand, Felipe will appreciate it. He has already shown you how to work through the cards last Thursday, and he can be your guide if you have questions.