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Katie Hill

Katie Hill

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Summary

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.

Target release

Priority

Status
colourYellow
titlemedium

Project status

Status
colourBlue
titleIN PROGRESS

Progress

Status
colourPurple
title85%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Katie Hill

Team

Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)

Status Note

No progress from billing yet on the missing contract items investigation, will follow up w/Reina no updates as Reina was out this week & I will be out next week.

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.

Resources

CRM Contract Items Audit

Expected impact

Actual impact

...

No progress from billing yet on the missing contract items investigation, will follow up w/Reina next week.

no updates as Reina was out this week & I will be out next week.

(tick) Next Actions

  •  Add to Issues Table tab: possible solutions to issues ex. "billing looking into these, will likely stop fulfillment".

...