Onboarding Call
Who on the RevLocal team begins the call with the client?
The consultant should be the one to introduce the Strategist to the client.
Strategist are not responsible for building a microsite under this particular circumstance...
The client is getting a RevLocal website.
Publish, Verify Yext Setup, and Enhance Yext
What 2 email templates are available for a local search plan?
Onboarding Call Follow Up Email
Microsite Deliverable Email
Where will Addie put the most up-to-date resources or important documents?
NCT General Chat under Files
2 things the Strategist should do immediately after conversing with the client on the onboarding call and other calls for that matter...
Follow Up Email + Log Call
2 Google Extensions you will likely use the most when in the Wizard?
2. Image Downloader
How many steps is the Strategist responsible for in the Main Onboarding Workflow?
5: Pre Call, Onboarding Call, Finalize Strategy Center, Enhance Yext, Complete Setup
Boostability PDF Document
Under a majority of circumstances, who on the team tags Pablo in chatter?
Addie
What is one very important thing to state in your introduction that will set our teams up for success?
Mention the hand-off!
Do not choose “__________” for the JSON-LD category – this category has been deprecated.
Professional Service
Name all of the Map Marker types in Yext.
Display, Routable, Walkable, Pickup and DropOff
What does our social plan consist of?
8 Graphic Posts, 5 Text Posts - 2 of which are boosted
What is something that is used at point of sale and uploaded by the current onboarding team to the account files... this is NOT something we'll be doing.
Directory Scan
Two things to review on the account level right before getting on an onboarding call with a client...
1. contract signed?
2. marketing platform login?
These are brief summaries of web pages that inform and entice users to click on that page.
Meta Descriptions
When Enhancing Yext, what are the fields we must be sure to fill out?
What does the NCT now have to do before a paid ads campaign can be created?
Select Channels
I will always meet with my senior twice a month for the following 2 meetings...
Goal Sheet and Call Coaching
There are 6 main ideas to go over on every single Onboarding Call, what are they?
1. Introduction to Client
2. Verify Client Information
3. Marketing Platform
4. Discuss Plans they're on with Goals
5. Contract
6. Next Steps7***** Listings when applicable
Comma-separated list, no spaces or line breaks after each comma, uppercase
products
What are the response types we could get when requesting access to a Google listing?
Pending, Denied, Obsolete
What email do we add for our Paid Ads team to review an ad account?
revlocalpaidadsaudit@gmail.com
Who were the 3 website team members who completed reverse shadows with our team?
Cherie, Mouse + Jeffrey