| Page Properties | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Created a breakdown of clients with SEO contract item issues, the likely causes, and whether the issue is expected to continue with changed processes. Emailed to Lance & Grant to pass along to Erica.
A list of clients we are fulfilling but were missing active contract items in the CRM were sent to CS and billing on 7/3, CS has added comments but still waiting for billing to look at it. Concluded that only billing can handle any clients that had duplicate contract items.
Billing investigated 12 clients without active SEO contract items and left notes on whether to cancel or fulfill clients. There are still 3 clients that need further investigation. Set to offboard specified clients on 7/24.
resolved 11/12 clients that we were fulfilling without active SEO contract items in the CRM, billing will move on to investigating clients with missing RM or YT contract items next week.
No progress from billing yet on the missing contract items investigation, will follow up w/Reina next week.
no updates as Reina was out this week & I will be out next week.
work has stalled for now; been pushed down list of priorities under SF training.
audit handed off to billing but was stalled due to impending Salesforce migration. Will repeat the audit after SF migration.
Next Actions
- Add to Issues Table tab: possible solutions to issues ex. "billing looking into these, will likely stop fulfillment".
Questions
Questions | Answer | Who | When | Where (Meeting) |
|---|---|---|---|---|
Decisions
Decision | Why | Who | When | Where (Meeting) |
|---|---|---|---|---|
*Primary decision maker in bold.
...