Start Date | Due Date | Status | Who Does It? | Task | Notes |
|---|---|---|---|---|---|
5/31/24 | 6/5/24 | COMPLETE | Juniper | Reporting cycle starts | Review the current reporting cycle here: LINK TO REPORTING Page |
6/3/24 | 6/4/24 | COMPLETE | SEO REP | SEO team completes QA corrections and wraps up any outstanding work. | We are a little behind this month due to shortages on labour but expect to be completed on time in June |
6/4/24 | 6/5/24 | COMPLETE | Katie | Katie reassigns clients in Salesforce | We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists. |
6/5/24 | 6/6/24 | COMPLETE | SEO REP | Reps assign themselves all client work for the month. | Reps will need to assign themselves all tasks listed on their dashboard. |
6/6/24 | 6/7/24 | COMPLETE | SEO REP | Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet. | Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605 |
6/7/24 | 6/7/24 | COMPLETE | Juniper | Reports are sent | Thank you Juniper |
6/8/24 | 6/8/24 | COMPLETE | Grant | “Completed” statuses are wiped from FWD records. | If you complete work before I wipe them, you will need to keep a list handy of the client’s you’ll need to update afterwards. |
6/7/24 | 6/13/24 | COMPLETE | SEO REP | Normal monthly work kicks off 0% - 33% Completion | 33% day is June 13th. During this time you should be prioritizing 1st and 2nd month clients. |
6/14/24 | 6/20/24 | COMPLETED | SEO REP | 33% - 66% Completion | 66% day is June 20th. |
6/21/24 | 6/27/24 | COMPLETED | SEO REP | 66% - 100% Completion | 100% day is June 27th. |
6/28/24 | 7/4/24 | NOT STARTED | Juniper | Reporting starts |
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