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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

12

Priority

Status
colourYellow
titleMedium

Project status

Status
colourBlue
titleIn progress

Progress

Status
colourBlue
title90%100%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI
Status
colourGreen
titlenD

Owner

Kyle Sharrer

Team

Ellen Niles

Status Note

Miscommunication about Net Driven report call training. Reached out to Doug Augis and Abbey Middleton to create new training with Net Driven CS and SEO teams Report documentation was covered and shared with Net Driven team. Any follow up questions will be collected by ND Team Leadership and sent our way.

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.
  •   Emailed David to coordinate training for Net Driven by reaching out to David - awaiting response. Will follow-up
  •   David will connect with team leaders on to coordinate a date to have the training - waiting on his response.
  •   Training date set for Net Driven for
  •   Miscommunication led to postponing training. Reached out to Net Driven CS managers to incorporate them into the training.
  •   new training date:
  •   Trained ND team on report calls and shared documentation for further review.

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.

...

Canceled training and will postpone to later date due to miscommunication. Waiting on response from Net Driven CS managers to reschedule.

New training date:

Training on report calls was delivered to ND, and documentation was shared too.

Description

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

...