Page PropertiesSummary
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
31 Jul 2023
Priority
Project status
Statuscolour Blue title IN PROGRESS
Progress
Brand
Owner
Katie Hill
Team
Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)
Status Note
25 Aug 2023 no updates as Reina was out this week & I will be out next week 08 Sep 2023 work has stalled for now; been pushed down list of priorities under SF training .
Key Dates
03 May 2023 Obtained CRM list from Reina of accounts being billed for SEO services.
09 May 2023 Started audit.
07 Jul 2023 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
...
25 Aug 2023 no updates as Reina was out this week & I will be out next week.
08 Sep 2023 work has stalled for now; been pushed down list of priorities under SF training .
Add to Issues Table tab: possible solutions to issues ex. "billing looking into these, will likely stop fulfillment". ...
Next Actions