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Summary

An SEO report description that provides details on each metric/section of the report for Account Managers to reference and explain to clients.

Target release

Priority

Status
colourYellow
titleMedium

Project status

Status
colourBlue
titleIn progress

Progress

Status
colourBlue
title90%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Kyle Sharrer

Team

Ellen Niles

Status Note

Scheduling training with Net Driven to go over report call script/differences.

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 training for Net Driven by reaching out to David - email sent, awaiting response.

Resources

Directory Listing Migration

Expected impact

Account managers can efficiently and effectively cover an SEO 5.0 report with a client and know the difference between 4.1 and 5.0 reporting versions.

Actual impact

CS team is trained and has the documentation and materials to cover 5.0 reports with clients.

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