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Andrew Steel

Andrew Steel

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Summary

Planning and tracking the effort to migrate Net Driven Legacy SEO clients to the new packages

Target release

TBD

Priority

Status
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titleMEDIUM

Project status

Status
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titleIn Progress

Progress

Status
title15%20%

Brand

Status
colourRed
titleND

Owner

Andrew Steel

Team

Status Note

Met with Doug Augis of Customer Success to plan his team’s assistance in creating the amendments we’ll need to change the SKUs

Key Dates

Resources

https://docs.google.com/spreadsheets/d/1q-LZrRXUNsz-FCWm3JXMa7KPHvsn3lq5daixCdzyRu4/edit#gid=471057650

Expected impact

Net Driven will have one client pool and SEO team that uses the same processes, team members are trained and ready for the new style of fulfillment, and account products and ongoing fulfillments in Salesforce that are in order.

Actual impact

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Status Notes

Met with Doug Augis of Customer Success to plan his team’s assistance in creating the amendments we’ll need to change the SKUs.

(tick) Next Actions

  •  Train team members on client setup process and related tools
  •  Set up and assign new Ongoing Fulfillments
  •  Copy over and share Salesforce dashboards
  •  

(question) Questions

Questions

Answer

Who

When

Where (Meeting)

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