Main contact person

IT contact person for help with FB, site tags, etc.

CRM Email

"Ring To" Number

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Website Provider

Is client using a call tracking system already?

Look for existing flip numbers on the site, check both

Footnotes:

• It is important to know the website provider. CDK has dynamic number insertion via Marchex. Dealer.com has call flipping as default.

• Audi by default has Flipping Script running through Urban Science however the target #’s can be changed.

• Marchex script MUST be removed on Cobalt Sites or Call Tracking cannot be instituted.


Native Call Script Enabled?

Did you set the target numbers to our #s?

A way to see this is to view source or inspect element on any browser and look for our script. Or a process, should the onboarding coordinator speak with Fred, Mau, Mus | Learn More


Is client using a chat provider already?

Footnote: Gubagoo often places a phone flipping script in a site and/or takes over the phone script


Has Ghostery Been run on the prospective client's website?

Upload Ghostery Screenshot


Has the Meta-Data/Schema inspection been completed?

Footnotes:

Check for Meta Titles and Descriptions Across

• Home Page

• VDP (One is sufficient)

• SRP Page (One is sufficient)

Are the Titles and Descriptions unique? Compare the homepage to new and used VDPs and new and used SRPs.

Check for Schema. Use this tool to look for store and product (vehicle) and offer schema: https://search.google.com/structured-data/testing-tool

Last updated by Rory on 01/31/18 @ 1:05pm | See All

List all website(s) that require an RoiQ tag


List all created RoiQ Users

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Inventory Provider

What is the image source

Footnote: Check the URL Created to see root IE; EVOX

Are Lease Offers Being Used By This Dealer?

Are the Lease Offers Default National Offers?

Are the lease offers custom? That is, a 2-Way communication with the customer (To be compliant with the covenant).

Should they default to AIS “type” national offers while waiting for custom lease offers?


Are Finance Offers Being Used By This Dealer?

Are both Lease & Finance being used?

What are the default finance terms for new and used?


Used Vehicles

Footnote: Essentially Cut-Off on Miles 6 years back and MAX 75,000 Miles is a good example of what not to show finance offers on


Does the dealership use “One-price” on pre-owned vehicles?

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Advertiser created


Zip code list created:


Segment created:

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Main AdWords Account?

Has Trademark Use been submitted?

Trademark request sent to

Two issues:
1. Trademark approval (typically takes four days to resolve
2. I submit an email to the trademark holder, which I get from Google).

Has Search Console/Webmaster Tools been set up?

Has Google Analytics been set up for the main AdWords account?

Locations

 

Ad Extensions Completed


AdWords for CR Search?

Has Trademark Use been submitted?

Trademark request sent to

Two issues:
1. Trademark approval (typically takes four days to resolve
2. I submit an email to the trademark holder, which I get from Google).

Has Search Console/Webmaster Tools been set up?

Locations

 

Ad Extensions Completed


AdWords for Dynamic?

Has Trademark Use been submitted?

Trademark request sent to

Two issues:
1. Trademark approval (typically takes four days to resolve
2. I submit an email to the trademark holder, which I get from Google).

Has Search Console/Webmaster Tools been set up?

Locations

 

Ad Extensions Completed


Set up CR Search and have Google ICON display for $7500 Packages or more with Dynamic Used Inventory - set budget at $50 Per Day

Footnote: The setup needs to make sure jeff@dealerx.com is added to both with full access.

Footnote: If the dealer does not know who manages these, we need them to find out. At worst, we can help them set these up (often the existing accounts were set up by previous vendors).

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Request Access | How-to?

Facebook ad account created

Facebook pixel created

Pixel confirmed installed

Facebook lead form created

Facebook feeds/campaigns created

Footnote: Ask for access so that we can run ads under their own branding. We don't have to do this, but the benefits to them:

1) It looks better, links to their site coming from their own Facebook page.
2) They get direct access to reporting within Facebook, to review the ads and stats.
3) Their page benefits from ancillary clicks and comments and activity on their FB page.

I do not have a Facebook user account, I have a business account. To get access to a page, I need to know the URL of the Facebook page. I can usually get this from a link on the dealer site, but this is not always the case. I enter the URL in Facebook and request access. The store then needs to log into their Facebook page and approve my request, which will show as from DealerX.

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Site created:

DealerX Settings:

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Has PMA, AOI Zip Codes been populated in to respective platforms?

Adwords

DSP

facebook


IP addresses to block

Manually enter IP addresses or upload a CSV file.

Last updated by Rory on 01/31/18 @ 1:05pm | See All

Has email pixel been generated?

Paste email tag here

Does The Dealership send Email blasts through CRM or through third party like MailChimp?

Has email pixel been installed and placed in Dealership CRM or Other Email Template?

if yes, where is the pixel being placed (IE CRM template)?