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Status Notes
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. |
Doug has had issues with the amendments getting denied in the system and is not as far along as expected. Shannon did identify an issue with an amendment and got that one amendment completed. Now I'm watching for the fulfillment order to come through on that client. Doug said he'll try to make more progress this week and is still looking to be done by month's end. He wants to get confident on the process and then pull in others to assist. |
Next Actions
- Pre-work - Keyword analysis and competitor identification (65% complete)
- Major Dependency - Doug Augis to complete amendments in Salesforce and generate fulfilment orders - Due by end of January
- Copy over and share Salesforce dashboards - Due Jan. 19
- Train team members on client setup process and related tools - Due Jan. 26
- Set up and assign new Ongoing Fulfillments
- Copy over and share Salesforce dashboards
- - Due Feb. 2
- Create client campaigns in AccuRanker - Due Feb. 9
- Create fulfillment work done items in Salesforce - Ongoing
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Notes
Around 25 clients are already at budgets that are the same as one of the tiers and should be migrated first
Questions
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Questions | Answer | Who | When | Where (Meeting) |
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Decisions
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Decision
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Why
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Who
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When
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Where (Meeting)
*Primary decision maker in bold.
Dependencies
Related Projects
Future Work
Client contact about change in bill? | ||||