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	31 Jul 2023
Priority	MEDIUM
Project status	IN PROGRESS
Progress	85%
Brand	DS ARI
Owner	Katie Hill
Team	Lance Shroyer Grant Gooch Alexis Campbell (Deactivated)
Status Note	25 Aug 2023 no updates as Reina was out this week & I will be out next week.
Key Dates	03 May 2023 Obtained CRM list from Reina of accounts being billed for SEO services. 09 May 2023 Started audit. 07 Jul 2023 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

28 Apr 2023 Added to the list

03 May 2023 Obtained CRM list from Reina of accounts being billed for SEO services.

09 May 2023 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.

19 May 2023 worked through roughly 25% of the list.

26 May 2023 worked through roughly 55% of the list.

02 Jun 2023 worked through roughly 65% of the list.

23 Jun 2023 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.

30 Jun 2023 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.

07 Jul 2023 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.

14 Jul 2023 A list of clients we are fulfilling but were missing active contract items in the CRM were sent to CS and billing on 7/3, CS has added comments but still waiting for billing to look at it. Concluded that only billing can handle any clients that had duplicate contract items.

21 Jul 2023 Billing investigated 12 clients without active SEO contract items and left notes on whether to cancel or fulfill clients. There are still 3 clients that need further investigation. Set to offboard specified clients on 7/24.

28 Jul 2023 resolved 11/12 clients that we were fulfilling without active SEO contract items in the CRM, billing will move on to investigating clients with missing RM or YT contract items next week.

18 Aug 2023 No progress from billing yet on the missing contract items investigation, will follow up w/Reina next week.

25 Aug 2023 no updates as Reina was out this week & I will be out next week.

Next Actions

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

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

Active SEO Project Services Audit