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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

MEDIUM

Project status

IN PROGRESS

Progress

45%

Brand

DS ARI

Owner

Katie Hill

Team

Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)

Status Note

worked through roughly 55% of the list.

Key Dates

Obtained CRM list from Reina of accounts being billed for SEO services.

Started audit.

Audit due to be completed.

Resources

SEO Contract Item (current).xlsx

Expected impact

Actual impact

Status Notes

Added to the list

Obtained CRM list from Reina of accounts being billed for SEO services.

started audit - checking that SEO contract item in CRM matches the package we are fulfilling and that the correct rep is assigned in the CRM.

worked through roughly 25% of the list.

worked through roughly 55% of the list.

(tick) Next Actions

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(question) Questions

Questions

Answer

Who

When

Where (Meeting)

Decisions

Decision

Why

Who

When

Where (Meeting)

*Primary decision maker in bold.

Dependencies

Related Projects

Future Work

Notes