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•  Determine what tools need to be audited month
•  Perform complete audits for each tool to off-board historically missed customer offboards
•  Implement monthly process to audit for completes of SEO Off-boarding(Gemma’s work)
•  Including audit of customers in tooling vs paying customers
•  Monthly audit of SEO customer list(ARI & DS Monthly Sheets) against paying customer list (to identify missed onboards, missed off-boards, or missed billing stop/starts)
•  Create a document with all recurring audits in a table noting the time of month they should be completed.
•  Create corresponding TeamLead Checklist items for each recurring audit.
•  Document & Implement process to send the outcome of each audit to Grant and Lance.

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Questions

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