Active SEO Project Services Audit
- Katie Hill
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. |
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Target release | Jul 31, 2023 |
Priority | medium |
Project status | DONE |
Progress | 100% |
Brand | DS ARI |
Owner | @Katie Hill |
Team | @Lance Shroyer @Grant Gooch @Alexis Campbell (Deactivated) |
Status Note | Sep 19, 2023 audit handed off to billing but was stalled due to impending Salesforce migration. Will repeat the audit after SF migration. |
Key Dates | May 3, 2023 Obtained CRM list from Reina of accounts being billed for SEO services. May 9, 2023 Started audit. Jul 7, 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. |
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Status Notes
Apr 28, 2023 Added to the list
May 3, 2023 Obtained CRM list from Reina of accounts being billed for SEO services.
May 9, 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.
May 19, 2023 worked through roughly 25% of the list.
May 26, 2023 worked through roughly 55% of the list.
Jun 2, 2023 worked through roughly 65% of the list.
Jun 23, 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.
Jun 30, 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.
Jul 7, 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.
Jul 14, 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.
Jul 21, 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.
Jul 28, 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.
Aug 18, 2023 No progress from billing yet on the missing contract items investigation, will follow up w/Reina next week.
Aug 25, 2023 no updates as Reina was out this week & I will be out next week.
Sep 8, 2023 work has stalled for now; been pushed down list of priorities under SF training.
Sep 19, 2023 audit handed off to billing but was stalled due to impending Salesforce migration. Will repeat the audit after SF migration.
Next Actions
Questions
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*Primary decision maker in bold.
Dependencies
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Notes