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New Client Flow (:speaking_head_in_silhouette: Account Manager…
New Client Flow
:speaking_head_in_silhouette:
Account Manager Communication
Intro & Discovery
Week 1
Setup Call
Week 2:
Share content draft
Reporting Call
Week 3:
Report on things done
Get anything not sorted, sorted with client
What things are to be implemented next cycle
Regular Follow Up:
Week 6
:
Report on all offsite links comprehensive guide
Report on any movement seen with new content/keywords if positive movement/pages been discovered/indexed
Get anything not sorted, sorted with client
What things are to be implemented next cycle
Regular Follow up
Week 9 + every 3 weeks
Client Communication - 6 week - 2nd cycle Report
Start Cycle Two
Request access
Get client to authorise Keywords
Discovery Call
Goals/ Expectations
Client Education
Client Business details- questionaire
Google My Business - discuss setup/update
Day Zero Intro Call:
Meet and greet
Introduce company
Communicate next steps
:smiley:
Client
Welcome Email
Week 2:
Provide CMS/GA/Search Console/GMB
Authorise Keywords
Approve content
:check:
Manilla Project Setup
Task List - Week 1:
Setup
Level 1 SEO Audit
Site Structure - Keyword Mapping
Task List - Week 2:
Create or update Pages - SEO Articles/Content pages or services/products/category pages
Create sitemap - upload to Google Search console
Run created pages through search console
Task List - Week 3:
Report on things done/issues - What things are to be implemented next cycle
Linkbuilding
- issue order to acquire links
Task List - Week 4:
Task List - Week 5:
Task List - Week 6:
Create 6 week/2nd cycle report
All relevant directories/review sites/local/industry specific - competitors
Instructions and details
Spreadhseet with all the details laid out for all the sites,
eg. contact details | description | image | Business details etc
Competitor analysis
Backlink - homepage
Any Oustanding work to be completed
Check and complete outstanding setup and content work
:silhouettes:
Account Manager Project Setup
Task List - Week 1:
Setup
Content Questionaire - goals/expectations
Create Keyword list recommendations
Task List - Week 2:
Request Logins/access - website(CMS/FTP/Hosting) - Search console/analytics/GMT
Task List - Week 3:
Check client has received recommendations and instructions, and list of sites to setup accounts
Directories | Review sites | Social Media
Google My business should be setup/have access/postcard request sent
Task List - Week 4:
Copywriters - Create Content
Receive content - get approval from client to upload
Web team - upload content