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Summary | An SEO report description that provides details on each metric/section of the report for Account Managers to reference and explain to clients. |
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Target release | |
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Priority | |
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Project status | | Status |
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| colour | BluePurple |
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| title | In progressdone |
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Progress | |
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Brand | |
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Owner | Kyle Sharrer |
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Team | Ellen Niles |
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Status Note | 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. |
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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.
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Have relevant team members review. -
Update report call training SOP based on feedback. - All report call training info has been added to the SOP.
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Have relevant team members review. -
Update SOP based on feedback. - Connect with David Mills, find out if Net Driven 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.
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Resources | Directory Listing Migration |
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Expected impact | Account managers can efficiently and effectively cover an SEO 5.0 report with a client and know the difference between 4.1 and 5.0 reporting versions. |
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Actual impact | CS team is trained and has the documentation and materials to cover 5.0 reports with clients. |
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- 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 |
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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) |
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Will add decisions once documentation has been created. | | | | |
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*Primary decision maker in bold.
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