Onboarding Worksheet - Dealer Inspire

Contact Information

Name*

First Last

What is your affiliation with the dealership?

I work at the dealership
I am a third party

What is your role at the dealership?

Which company do you work for?

Email*

Office Phone*

Mobile Phone

General Information

What is your dealership name? (DBA)*

Type of Dealership

What is your current live website URL?*

Please confirm the main URL for your new website and/or services.*

(ie. www.dealership.com OR dealership.com) - if the URL for website and services differ, please provide both.

Which products and/or services did you sign up for?*

Website
SEO
Paid Search

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 add & confirm you have granted launchanalytics9@gmail.com with Admin access at the Property level (Edit, Collaborate, Read, Analyze) to your Google Analytics account.

INSTRUCTIONS HERE!
*The DI team will run an SEO report and recommend your top 10 performing pages to migrate. We will also filter your IP address excluding internal traffic from this goal view. Depending on your account set-up, however, we might need Admin access at the Account level (Edit, Collaborate, Read, Analyze) to your Google Analytics account. If you would prefer not to provide us with this access, please inform your Project Manager. They will follow-up with documentation on our best practice filtering for your team to complete/implement.

Confirmed
I need help

Website Information

Will we be migrating content from your current live URL above?

*Details on content migration can be found in your welcome email.

Yes

Do you have a contract end or go dark date with your current website provider?

Yes
No

What is your contract or go dark date?

Who will be pointing your new website live?

Dealer Inspire
We will point our site live
I need help with this

DNS Login Credentials

Registrar	Username	Password

Do you have additional URLs that you have purchased that will need to redirect / forward to the Dealer Inspire main URL?

Yes
No

Please list all redirect URLs below

Do you have another URL that will remain live alongside your Dealer Inspire site?

Yes
No

Please list all URLs below

CRM Lead Forms

CRM Provider

Other CRM

CRM email address for lead routing

Will the CRM email address for lead routing be an ADF or Text notification?

ADF Notification
Text Notification

Service leads

*We typically send this to a department email or a specific employee email. Please confirm this lead routing with your Parts & Service Managers.

Will the service leads be an ADF or Text notification?

ADF Notification
Text Notification

Parts leads

*We typically send this to a department email or a specific employee email. Please confirm this lead routing with your Parts & Service Managers.

Will the parts leads be an ADF or Text notification?

ADF Notification
Text Notification

Careers/Employment

*Note: Employment Forms CANNOT be sent to your CRM email. These must go to an email belonging to a contact associated with the Dealership.

General Inquiries

*Note: General Inquiries Forms CANNOT be sent to your CRM email. These must go to an email belonging to a contact associated with the Dealership.

Backup e-mail address for notifications

*Note: We strongly suggest a backup to your CRM receiving leads. (This email cannot be a CRM)

Inventory Information

Inventory Management Tool: New Vehicle Data

Other New Vehicle Data

Inventory Management Tool: New Vehicle Images

Other New Vehicle Images

Inventory Management Tool: Pre-Owned Vehicle Data

Other Pre-Owned Vehicle Data

Inventory Management Tool: Pre-Owned Vehicle Images

Other Pre-Owned Vehicle Images

Do you share inventory with any other locations within your Auto Group?

Yes
No

Please list all stores that will share inventory and any additional directions below.

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DMS Provider

Services Information

Core 4 Models

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

SEO

Are you currently or will you be Dealer Inspire website client?*

Yes
No

Please provide login credentials to your site.*

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

Username	Password

Do you have a Google Search Console Account for this 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 launchanalytics9@gmail.com with full permissions to your Google Search Console account.

INSTRUCTIONS HERE!

Yes
No
I need help

SEO Package

Level 1
Level 2
Level 3

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 Local SEO department to make changes to directory listings (GMB, FB, Yelp, Website, etc) to achieve NAP consistency?

Yes
No

What are the top 5 cities you want us to focus your optimization effort on?

Your City	Target City 1	Target City 2	Target City 3	Target City 4	Target City 5

What are the top cities or geographic areas you want us to focus on in order of priority?

We will use this information for focus in optimization efforts.

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

We use this for location extensions. Instructions are here.

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

Paid Search

Did you sign up for Facebook Advertising?

Yes
No

Please confirm your Facebook page URL:

What are the priority cities in your target market?

We will use this information for keyword targeting on your paid search campaigns.

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.

Do you want us to focus on Service?

Yes
No

What are your top services you would like to target?

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

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 Launchsem8@gmail.com as an “OWNER” to your Google My Business account*

We use this for location extensions. Instructions are here.

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

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Contact Information

General Information

Analytics

Website Information

CRM Lead Forms

Inventory Information

Services Information

SEO

Paid Search

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