Step 1. Trainer customizes Yoast SEO Template for the client from the template in the Marketing Team Dropbox.

Step 2. Trainer sends canned response "Yoast SEO Template Request" to schedule a call and attaches custom Yoast SEO Template in the email.

Step 3. Trainer has a call with the client and runs through and explains each section of the document.

Step 4. Once the client fills out the document, trainer adds a note in Freshdesk with the document attached for the Development Team to implement Yoast SEO.

Step 5. Trainer assigns the ticket to the development team.