Summary | Planning and tracking the effort to migrate Net Driven Legacy SEO clients to the new SEO packages |
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Target release | TBD |
Priority | High |
Project status | In Progress |
Progress | 20% |
Brand | ND |
Owner | @Andrew Steel |
Status Note | Jan 10, 2024 Doug has had issues with the amendments. One is now completed and I'm watching for the fulfillment order to come through. He said he'll try to make more progress this week and is still looking to be done by month's end. He wants to get confident on the process and then pull in others to help him. |
Resources | https://docs.google.com/spreadsheets/d/1fY-_F-fS6tGP8d98l965K16P1XwBOkIXW5bK6NfOFgM/edit#gid=0 |
Expected impact | Net Driven will have a singular client pool and SEO team that uses the same processes, team members are trained and ready for the new style of fulfillment, and account products and ongoing fulfillments in Salesforce that are in order. |
Status Notes
Nov 2, 2023 Met with Doug Augis of Customer Success to plan his team’s assistance in creating the amendments we’ll need to change the SKUs. |
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Dec 13, 2023 Sent 3 clients to the CS team to test the amendment process and switching SKUs. Waiting on CS to see how it goes. |
Jan 10, 2024 Doug has had issues with the amendments getting denied in the system and is not as far along as expected. Shannon did identify an issue with an amendment and got that one amendment completed. Now I'm watching for the fulfillment order to come through on that client. Doug said he'll try to make more progress this week and is still looking to be done by month's end. He wants to get confident on the process and then pull in others to assist. |
Emoji :check_mark: Next Actions
Notes
Around 25 clients are already at budgets that are the same as one of the tiers and should be migrated first
Emoji :question_mark: Questions
Questions | Answer | Who | When | Where (Meeting) |
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Client contact about change in bill? | ||||