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Met with Doug Augis of Customer Success to plan his team’s assistance in creating the amendments we’ll need to change the SKUs. |
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Sent 3 clients to the CS team to test the amendment process and switching SKUs. Waiting on CS to see how it goes. |
Next Actions
- 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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Questions | Answer | Who | When | Where (Meeting) |
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Client contact about change in bill? | ||||
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