Onboarding Client Worksheet

General Information

What is Your Name and Dealership Position?

Your name*

First Last

Dealership position

Your dealership name?*

Type of Dealership

Please confirm the exact domain that you’re signing up for services.*

Is the website that we'll be providing services for a DI website (either in production or already live)?*

What are your top 4 models at your dealership?

Model 1	Model 2	Model 3	Model 4

If you have any models that you do not carry or that you would not want us to focus on, please indicate here:

Who do you consider to be your biggest in-brand and out-of-brand digital competitors?

Please note some OEM providers will not allow you to target in-brand competitors through paid search.

In Brand Dealership Name 1	In Brand Dealership Name 2	In Brand Dealership Name 3	Out of Brand Dealership Name 1	Out of Brand Dealership Name 2	Out of Brand Dealership Name 3

What Should Our Teams Know About Your Dealership?

Please list things like your USPs, geographic colloquialisms (such as Chi-Town for Chicago), popular local landmarks or claims to fame, or organizations/charities/events you support or participate in.

Does your company market itself under any other name (online or offline)?

Has your business operated under another name in the last 10 years?

Yes
No

Has any other business previously operated at your current location?

Yes
No

If yes, please list former name, address, and phone number

Name	Address	Phone Number

Which services did you sign up for?*

Paid Search
Facebook Advertising
SEO
Social Media Management

Analytics

Do you have a Google Analytics Account for this website?

Yes, I manage this account
Yes, a third party manages this account
No, no account setup at this time
Unsure, I need help

Please provide a Google/Gmail Account for us to add to the new analytics code we will create.

Please add & confirm you have granted launchanalytics1@gmail.com with Admin access at the Property level (Edit, Collaborate, Read, Analyze) to your Google Analytics account.

INSTRUCTIONS HERE!

Yes, I have granted full access to my Google Analytics account
I have read the instructions and I need further assistance

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When do you want your services to go live?

Need to Discuss
As soon as possible
With my new DI Website
On a certain date

Paid Search

Who is your inventory provider (if applicable)?

Please put "N/A" if not applicable

Please provide the cities and/or zip codes you would like your ads to serve in for your geotarget. Your geotarget encompasses people in that area who are either physically in the area or show interest in this targeted location. Please note some OEM providers require their dealers to stay within an assigned AOI/AOR/DMA.

Please upload a copy of your AOI/PMA (.CSV file preferred).

Max. file size: 100 MB.

If you can't upload a copy of your AOI/PMA (.CSV file preferred), you can list out your cities/zip here.

What are the priority cities in your target market? We will use this information to target local dealership searches (i.e., "Chevrolet dealer near Naperville"). This is different than your geotarget.

Do you have sales data you’d be willing to send us for strategic targeting recommendations?

This is currently only available for the United States. Data must include at minimum 5-digit zip codes & date of sale

Yes
No

Please upload a csv file of your sales data with the following fields: Type (New or Used), Year, Make, Model, Zip Code

Max. file size: 100 MB.

Do you want us to focus on Service?

Yes
No

If yes, what are your top services you would like to target?

i.e. brakes, oil change, tires, etc.

Do you have a strong leasing market?

Yes
No

What phone number should we utilize for our call extensions?

Call extensions are an ad extension that allows searchers to directly call businesses by placing a phone number within an ad.

Sales	Service

Please add 5461980168 as an “OWNER” to your Google My Business account*

We use this for location extensions. Instructions are here.

Yes, I have added as an OWNER to my Google My Business account
I have read the instructions and I need further assistance

If applicable, what is your last date of service with your current digital advertising (PPC/SEM) provider?

We will aim to launch campaigns the following day for continuity.

Yes
N/A

What is the date?

I prefer that Dealer Inspire builds campaigns/targets searches based on best practice and available budget.

YES (this will allow my core* campaigns to launch in 7-10 days, without a kickoff call with Dealer Inspire prior to launching).
NO, I need to provide you with more specific guidelines/preferences during a kickoff call prior to launching campaigns. (I understand my campaigns will launch two weeks after the kickoff call).

* "Core campaigns" : Name, Dealer & Locations

If NO, please list searches that you MUST show up for/summary of specific requirements:

Facebook Advertising

Provide Facebook page URL:

DI will send a request to access your Facebook Page which will allow us to run the Facebook Ads. To approve our request please follow these steps:

A manager of the page needs to go to the Facebook page, then to Settings > Page Roles > scroll all the way to the bottom of the page, and you will see an incoming agency request from Dealer Inspire. Follow all the prompts in the pop up to accept the request. Press save at the bottom of the page.

If you have Facebook Advertising services and have granted access to Dealer Inspire, you've completed adding our Social Media team as well.

SEO : ORGANIC SEARCH

SEO Package

Please ask your PFM or Project Manager if you are unsure of your package level.

Level 1
Level 2
Level 3

Indicate when SEO services can begin*

We will use this direction to start your services. If possible, we strongly encourage you to start SEO services while your DI website is being built so that our team can begin work prior to launch. If you are in contract with another provider and need to wait, indicate the date that you would like us to start. Otherwise, if you want to wait for SEO services to start until your website is live, please indicate below and we will automatically start services following website go live.

Please provide login credentials to your current, live site.*

In order to publish content and make technical updates to your site, we need login access to your site.

Username	Password	Website Login URL

Do you have a Google Search Console Account for your current, live website?

Google Search Console tools and reports help you measure your site's Search traffic and performance, fix issues, and make your site shine in Google Search results

Yes, I manage this account
Yes, a third party manages this account
No, no account setup at this time
Unsure, I need help

Please add & confirm you have granted launchanalytics13@gmail.com with full permissions to your Google Search Console account.

INSTRUCTIONS HERE!

Confirmed
I need help

What are the top three geographic areas, outside of the city you're located in, that we should focus organic search strategy on?*

Note: Your website platform may have the ability to set target city variables for use in content and meta. If so, we will update your site’s target city variables to match what is listed below to be consistent.

Your City:	Target City 1:	Target City 2:	Target City 3:

Dealership Events: If your dealership has an events calendar, please upload a copy of it here.

Max. file size: 100 MB.

Does your brand require compliance checks on content? If so, provide your compliance portal login information here:

Username	Password

Compliance Portal URL

Do you have any previous or secondary websites for this dealership location?

If you aren't a DI website client, what are the top three geographic areas, outside of the city you're located in, that we should focus organic search strategy on?

Target City 1:	Target City 2:	Target City 3:

Date to Start Service*

Please provide the local phone number that you would like us to use to optimize your GMB profile and/or directory citations.

Do you give permission for the DI SEO Department to make changes to directory listings (GMB, FB, Yelp, Website, etc) to achieve NAP consistency?

Yes
No

Directory Login Credentials

In order to update some listings, we need direct access to the account. Please provide your logins to the following sites.

Yelp

Username Password

Foursquare

Username Password

Yellowpages

Username Password

DealerRater

Username Password

Edmunds

Username Password

Cars.com

Username Password

Cargurus

Username Password

AutoTrader

Username Password

Twitter

Username Password

BBB

Username Password

Please add 5461980168 as an “OWNER” for Google My Business*

We use this for location extensions and/or Google My Business Management. Instructions are here.

Yes, I have added the Location Group Code as an OWNER to my Google My Business account
Access Not Provided - I Need Help!

If yes, please provide the following:

Business Name	Did they move to another location or did they permanently close?

Social Media Management

Which social media profiles do you currently have?

Facebook
Google+ / Youtube
Twitter
Instagram

Check those applicable, and add links below

Facebook URL

Google+ / Youtube URL

Twitter URL

Instagram URL

What Social Media Accounts would you like us to manage?

Facebook
Google+ / Youtube
Twitter
Instagram

If you have Facebook Advertising services and have granted access to Dealer Inspire, you've completed adding our Social Media team as well.

Google+ / Youtube - provide login credentials

Username	Password

Twitter - provide login credentials

Username	Password

Instagram - provide login credentials

Username	Password

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General Information

What is Your Name and Dealership Position?

Analytics

Paid Search

Facebook Advertising

SEO : ORGANIC SEARCH

Directory Login Credentials

Social Media Management

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