Draft for report call guide/script being written - will have ready for input on 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 DaveDavid Mills, find out if Net Driven can attend training.17 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.
Report call training complete and documents reviewed with CS team.
Added links from CS resources to SEO resources for the report call documentation.
Reached out to Ellen to obtain recording to send to Net Driven.
Sent David Mills documentation, recording, and Q&A transcript to share with Net Driven. Will schedule follow-up, if needed.
David connecting with team leaders on to coordinate a training date—will wait for his response.
Still no response—recommend Net Driven uses updated report call training materials and follow up with questions.
Training date has been set on
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.
Create the following:
Updated report call script
Documentation of changes of old to new reporting
Specific GA4 changes, metrics, definitions
General report changes
Training outline for myself.
Why
This information can provide crucial details and insight for Account Managers to be able to answer any questions about the monthly SEO reports by clients.
...
Spoke with CS Team Trainer Ellen to determine CS/AM team training needs.
Provided report call script/trainings documentation - we can use.
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.
Next Actions
Review report call courses and documentation - what’s still relevant?
Examine current report format to compare to the report call training documentation.
Take screenshots of a report to provide a visual.
Questions
Questions
Answer
Should we add a section that informs AMs to check in with the SEO rep prior to the call if any additional info is needed outside of the report?
Should we include what to do in escalations? Or should that be separate?
Should we include a note that asks AMs to review and refer back to this documentation every month?
Decisions
Decision
Why
Who
When
Where (Meeting)
Will add decisions once documentation has been created.
Next Actions
Questions