Draft for report call guide/script being written - will have ready for input on
Key Dates
Create project for Account Manager report call training.
Review current documentation for SEO report call training in-depth.
Pull information that is still up-to-date to migrate to new report call training documentation.
Format report call training SOP.
Have relevant team members review.
Update report call training SOP based on feedback.
All report call training info has been added to the SOP.
Have relevant team members review.
Update SOP based on feedback.
Connect with DaveDavid Mills, find out if Net Driven can attend training.17 wants a separate training - who wants to attend on his side? For ARI and DS, it’s both SEO and CS
Draft for report call guide complete - input needed.
Outline/agenda for training for myself.
Differences between new and old report.
Input received and draft finalized - pass off to Ellen for review.
An SEO report description that provides details on each metric/section of the report for Account Managers to reference.
Create the following:
Updated report call script
Documentation of changes of old to new reporting
Specific GA4 changes, metrics, definitions
General report changes
Training outline for myself.
Why
This information can provide crucial details and insight for Account Managers to be able to answer any questions about the monthly SEO reports by clients.