Q4 Active SEO Project Services Audit

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

Dec 31, 2023

Priority

medium

Project status

NOT STARTED

Progress

0%

Brand

DS ARI

Owner

@Katie Hill

Team

@Lance Shroyer @Grant Gooch @Alexis Campbell (Deactivated)

Status Note

 

Key Dates

Nov 1, 2023Obtain CRM(Salesforce?) list from Reina of accounts being billed for SEO services.

Nov 30, 2023 Email a breakdown of clients with SEO contract item issues, the likely causes, and whether the issue is expected to continue with changed processes.

Resources

 

Expected impact

 

Actual impact

 

Status Notes

 

Next Actions

 

 

Questions

Questions

Answer

Who

When

Where (Meeting)

Questions

Answer

Who

When

Where (Meeting)

 

 

 

 

 

 

 

 

 

 

 

Decisions

Decision

Why

Who

When

Where (Meeting)

Decision

Why

Who

When

Where (Meeting)

 

 

 

 

 

 

 

 

 

 

*Primary decision maker in bold.

Dependencies

 

Related Projects

Active SEO Project Services Audit

Future Work

 

 


Notes