Checking active SEO clients getting service fulfilled (based off the monthly tracking sheets) against a CRM list of clients with active SEO project services being billed. This will help ensure that all clients that are being billed for SEO are actually receiving services and clean up the CRM.
No progress from billing yet on the missing contract items investigation, will follow up w/Reina next week audit handed off to billing but was stalled due to impending Salesforce migration. Will repeat the audit after SF migration.
Key Dates
Obtained CRM list from Reina of accounts being billed for SEO services.
Started audit.
Emailed a breakdown of clients with SEO contract item issues, the likely causes, and whether the issue is expected to continue with changed processes.
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.
11 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".
Next Actions
Questions