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.
14 A list of clients we are fulfilling but were missing active contract items in the CRM were sent to CS and billing on 7/3, CS has added comments but still waiting for billing to look at it. Concluded that only billing can handle any clients that had duplicate contract itemsBilling investigated 12 clients without active SEO contract items and left notes on whether to cancel or fulfill clients. There are still 3 clients that need further investigation. Set to offboard specified clients on 7/24.
Key Dates
Obtained CRM list from Reina of accounts being billed for SEO services.
Started audit.
Emailed a breakdown of clients with SEO contract item issues, the likely causes, and whether the issue is expected to continue with changed processes.
A list of clients we are fulfilling but were missing active contract items in the CRM were sent to CS and billing on 7/3, CS has added comments but still waiting for billing to look at it. Concluded that only billing can handle any clients that had duplicate contract items.
Billing investigated 12 clients without active SEO contract items and left notes on whether to cancel or fulfill clients. There are still 3 clients that need further investigation. Set to offboard specified clients on 7/24.
Next Actions
Add to Issues Table tab: possible solutions to issues ex. "billing looking into these, will likely stop fulfillment".
Next Actions