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Katie Hill

Katie Hill

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Summary

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.

Target release

Priority

Status
colourYellow
titlemedium

Project status

Status
colourBlueRed
titleIN PROGRESSDONE

Progress

Status
colourPurple
title85%100%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Katie Hill

Team

Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)

Status Note

15 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.

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.

Resources

CRM Contract Items Audit

Expected impact

Actual impact

...

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.

(tick) Next Actions

  •  Add to Issues Table tab: possible solutions to issues ex. "billing looking into these, will likely stop fulfillment".

(question) Questions

Questions

Answer

Who

When

Where (Meeting)

Decisions

Decision

Why

Who

When

Where (Meeting)

*Primary decision maker in bold.

...