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- Pre-work - Keyword analysis and competitor identification (50% done)
- Complete amendments in Salesforce and ensure budgets remain the same
- Train team members on client setup process and related tools
- Set up and assign new Ongoing Fulfillments
- Create client campaigns in SEOmonitor
- Create fulfillment work done items in Salesforce
- Copy over and share Salesforce dashboards
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Notes
Around 25 clients are already at budgets the same as a package price and should be migrated first
Questions
Questions | Answer | Who | When | Where (Meeting) |
|---|---|---|---|---|
Client contact about change in bill? |
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