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  •   Spoke with CS Team Trainer Ellen to determine CS/AM team training needs.
  •   Provided report call script/trainings documentation - we can use.
  •   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.

(tick) Next Actions

  •  Review report call courses and documentation - what’s still relevant?
  •  Examine current report format to compare to the report call training documentation.
  •  Take screenshots of a report to provide a visual.

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