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CCW Copy Onboarding - For PM - Onboarder Assigment

Feb 16th, 2024 (edited)
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  1. <b>Copy WOW Expert: </b> [[@ tag NAME]] ---> Please include them on the internal KO call, but no need to add to the client KO call!
  2. <b>Important Copy WOW Action Step:</b> Please log this client on our launch sheet + fill in all relevant information: https://docs.google.com/spreadsheets/d/1gHgcRfolpnX9o9bNk25b_Iynm-FULFbgKRsZspP5qLY/edit#gid=403232933
  3.  
  4. <b>Deliverable Prep:</b> [[@ tag NAME]]
  5. Please shuffle the assignment into your queue at your earliest convenience and complete the project following the assignment procedures in this Guru: https://app.getguru.com/card/iG8e56XT/New-Client-Copy-Onboarding-Workflow-Processes-
  6.  
  7. CC: @Rachel Watson
  8.  
  9. --------------------------------------------------------------
  10. [[COPY AND PASTE AS A SEPARATE COMMENT - Tagging IM + their coach]]
  11.  
  12. Hey [[@ tag NAME]]! CC: [[@ coach NAME]]!
  13.  
  14. I'm reaching out with a unique opportunity to beta test a new type of call with your client's upcoming initial Keyword Research and Technical SEO call!
  15.  
  16. <b>Context:</b>
  17. Very soon, we'll be announcing a tweak to Initial where we'll be transforming the Keyword Research call into a combo of KW Research + Copy Introduction, at ~1h long -- adding our specialized Copy WOW team to all new client onboardings! This shift will enable us to support you in introducing SEO copy more formally to clients -- answering their questions, conducting a thorough interview that replaces the Copy Questionnaire, and helping clients know what to expect when they see their first 3 pages of copy! We're super excited about the impact this addition will have in reducing preferential edits, slow copy approvals, and overall expectation misalignment!
  18.  
  19. <b>New Call:</b>
  20. Before we launch this shift to all IMs and clients, we'd love to beta test the new call structure on this strategic account!
  21.  
  22. Here's what the 1h call structure will look like at a glance:
  23. - AM introduces the call and the CCW Representative
  24. - Technical SEO (~5 min) β†’ Lead by AM
  25. - Keyword research (~15 min) β†’ Lead by AM
  26. - AM transitions the call to the CCW Representative
  27. - Copy onboarding (~40 min) β†’ Lead by CCW Representative
  28. - CCW representative passes call back to AM for any closing items
  29.  
  30. Full talking points and more details are available in this Guru card --> https://app.getguru.com/card/czdkoy7i/Keyword-Research-Copy-Onboarding-Call
  31.  
  32. No real changes to what you're used to aside from trimming the Technical SEO discussion a bit and introducing Copy WOW as we transition from one part to the next! We have a mock call of this new structure as well for reference, and Copy WOW will handle all prep and lead the discussion for the copy sections: https://drive.google.com/file/d/1vIMW1NkiSQIuTaFFfkwNkbRcltX_CH-h/view
  33.  
  34. <b>Resources/Instructions:</b>
  35. 1. When the client is ready for their KW Research Call, please use the following template to schedule a KW Research + Copy Introduction Call with them instead of the Pastebin in the current SEO project: https://docs.google.com/document/d/1hJIVPpbQM3Oa45QJpjSrFNJdpE9Tzyu-tfgkf3b4f28/edit
  36. 2. Review the new call structure and resources above to prepare for the call!
  37.  
  38. That's all! Please reach out to me with any questions! We'll email you a feedback link after the call to get your thoughts -- we value your input and willingness to test! :)
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