Scheduling training with Net Driven to go over report call script/differencesReached out to David regarding setting a tentative date for Net Driven report call training.
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 David Mills, find out if Net Driven 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.
Date set for report call script/guide training
Add links to documentation to SEO materials from CS materials.
Provided video recording for Net Driven training - based on feedback, may need to schedule a follow up training.
Coordinate Emailed David to coordinate training for Net Driven by reaching out to David - email sent, awaiting response. Will follow-up