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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.

 Please mark yourself complete once you're done with this task:
  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

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

 Please mark yourself complete once you're done with this task:
  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

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.

 Rep Status

On Track:

  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

Off Track:

  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

6/14/24

6/20/24

COMPLETED

SEO REP

33% - 66% Completion

66% day is June 20th.

 Rep Status

On Track:

  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

Off Track:

  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

6/21/24

6/27/24

COMPLETED

SEO REP

66% - 100% Completion

100% day is June 27th.

 Rep Status

On Track:

  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

Off Track:

  • Aimee Villafranco
  • Fabian Lopez
  • Isabelle Lavery
  • Jahson Wright
  • Jermie Walker
  • Jessica Chen
  • Joe Linebarger
  • Kyle Rinker
  • Kyle Sharrer
  • Linnea Havener
  • Lui Marquez
  • Makayla Olson
  • Riley Arner
  • Ryan Kelner
  • Scott Demonbrun
  • Delevondra Hamilton

6/28/24

7/4/24

NOT STARTED

Juniper

Reporting starts