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Katie Hill

Katie Hill

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Summary

Checking active SEO clients getting service fulfilled (based off the monthly tracking sheets) against a CRM list of clients with active SEO project services being billed. This will help ensure that all clients that are being billed for SEO are actually receiving services and clean up the CRM.

Target release

Priority

Status
colourYellow
titlemedium

Project status

Status
colourBlue
titleIN PROGRESS

Progress

Status
colourYellow
title20%25%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Katie Hill

Team

Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)

Status Note

started audit - checking that SEO contract item in CRM matches the package we are fulfilling and that the correct rep is assigned in the CRM worked through roughly 25% of the list.

Key Dates

Obtained CRM list from Reina of accounts being billed for SEO services.

Started audit.

Audit due to be completed.

Resources

Expected impact

Actual impact

...

started audit - checking that SEO contract item in CRM matches the package we are fulfilling and that the correct rep is assigned in the CRM.

worked through roughly 25% of the list.

(tick) Next Actions

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(question) Questions

Questions

Answer

Who

When

Where (Meeting)

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