Versions Compared

Version Old Version 20 New Version 21
Changes made by

Katie Hill

Katie Hill

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Page Properties

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

08 work has stalled for now; been pushed down list of priorities under SF training.

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

...