Status Notes
Added to the list
Obtained CRM list from Reina of accounts being billed for SEO services.
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.
worked through roughly 25% of the list.
worked through roughly 55% of the list.
worked through roughly 65% of the list.
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.
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.
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.
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.
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.
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.
No progress from billing yet on the missing contract items investigation, will follow up w/Reina next week.
no updates as Reina was out this week & I will be out next week.
work has stalled for now; been pushed down list of priorities under SF training.
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.
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