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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
title70%75%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Katie Hill

Team

Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)

Status Note

23 recently finished going through list and filtered for issues. Shared doc online and currently Finished going through list of clients SEO is fulfilling but don’t have active SEO Contract items, will summarize issues, action items, and tentative due dates and email to team next week.

Key Dates

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

Started audit.

Audit due to be completed.

Resources

CRM Contract Items Audit

Expected impact

Actual impact

...

recently finished going through list and filtered for issues. Shared doc online and currently going through list of clients SEO is fulfilling but don’t have active SEO Contract items.

Finished going through list of clients SEO is fulfilling but don’t have active SEO Contract items, will summarize issues, action items, and tentative due dates and email to team next week.

(tick) Next Actions

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(question) Questions

Questions

Answer

Who

When

Where (Meeting)

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