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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

80%

Brand

DS ARI

Owner

Katie Hill

Team

Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)

Status Note

Created a breakdown of clients with SEO contract item issues, the likely causes, and whether the issue is expected to continue with changed processes. Emailed to Lance & Grant to pass along to Erica.

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

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.

worked through roughly 65% of the list.

recently finished going through list and filtered for issues. Shared doc online and currently going through list of clients SEO is fulfilling but don’t have active SEO Contract items.

Finished going through list of clients SEO is fulfilling but don’t have active SEO Contract items, will summarize issues, action items, and tentative due dates and email to team next week.

Created a breakdown of clients with SEO contract item issues, the likely causes, and whether the issue is expected to continue with changed processes. Emailed to Lance & Grant to pass along to Erica.

(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