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    Month: August 2019

    Old Checklist

    August 19, 2019 by cw-admin·0 Comments
    • Basic Info

    • Billing

    • Tickets

    • Zen Desk

    • Ticket DescriptionDate of TicketNotes 
    • Ticket Description 
    • Wrike

    • Ticket DescriptionDate Ticket SubmittedNotes 
    • Ticket Description 
    • Adwords - Previous Month

    • On Auction Insights?What is Their Impression Share?What Is Their Absolute Top Of Page Rate? 
      (If the advertiser is number one on the auction insights report they will be happy to know they are beating the competition. If they are in position 3 (for example) they will know that their budget is lower than their competition, which is costing them, leads which could be an upgrade opportunity. (Example: if auction insights says they are in 3’rd place with 20% IS and the first place advertiser has 40% IS then doubling their budget would put them on par with that competitor. This works in small scale as well just do the math)
    • (Click on the Campaigns tab. > Click the Columns button that is above the statistics table, then select “Modify columns” in the drop-down. >Click Competitive metrics, and add the Impression share columns that you are interested in viewing. >Click on Save. Your Impression share data should now appear in the statistics table.)

      High impression share (<80%) means that we can add more keywords or expand the geographical area to get more conversions.
      Low impression share (>30%) means that we either need to add budget to the account, shrink our service area, or get rid of low converting services.
    • Position 1 shows that we are highly competitive and are dominating competition. Position 2-3 is competitive but shows we are bidding intelligently. Position 4-6 Shows high competition with the only benefit of bringing it up being if you see an upgrade opportunity.
    • (This report will show what services have the greatest search activity. If you see high searches for dentures then that is an upgrade or strategy shift opportunity. At the same time if you see high search volume for very low cost services then you would not want to bring that up.)
    • (Edit/Remove negative search terms. Edit search term data for last 30-day to remove negatives)
    • Under, Over, or EvenAmount 
    • (A strong CTR indicates that the ads are highly relevant and the users are engaged. A high CTR improves quality score and is more likely to turn into a conversion.)
    • Google My Business

    • Yes/NoIf No, Why?
    • Add post - Topic of Post
    • GMB - Insights

    • Adroll

    • Over, Under or EvenAmount 
    • Facebook

    • Yes/NoIf No, Why?
    • Facebook Ads

    • Dashboard/Analytics

    • Total CallsTotal Email LeadsTotal Site VisitorsBounce rate
    • TotalPercent
    • Include the patient name and message
    Save and Continue Later
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