Project Management
Client Meetings
Client Communications
Deliverables & Docs
Strategy & Planning
100

This is the place where all client documents and deliverables are stored.

What is Google Drive?

100

These are the two things Strategists are to prepare for every recurring client meeting. 

What is an agenda and follow up?

100

The expected maximum timeframe for responding to all client emails. 

What is 24 hours?

100

Unless otherwise planned, the person who prepared the deliverable also does this.

What is present the deliverable?

100

The Strategic Plan decks are to be put together by this person.

Who is the Senior SEO Strategist?

200

This document serves as a handy reference for all standard forms of deliverable work done at the SEO Department.

What is the SEO Dept Deliverable Templates Inventory

200

The time by which the agenda draft is due for each recurring client meeting.

What is the end of day the day before the meeting?

200

These are the names of the people watching the urgent@ email address, which is to be used for all OOO notifications.

Who are David, Allison, and Drew?

200

All deliverables and docs should be shared with all SEO Dept team members, Analytics@, and this final group.

Who are the clients?

200

The Strategic Plan decks are typically presented by this person.

Who is the Senior SEO Strategist?

300

In addition to an assignee and a due date, all Asana tasks should also have this.

What is a thorough task description?

300

The time by which all meeting follow ups should be sent. 

What is EOD the day after the meeting?

300

This is the expectation for handling client emails received outside of standard working hours.

What is there is no expectation to respond?

300

For deliverables due in a certain month, they should be sent to the client within this timeframe.

What is the end of the month?

300

These team members on an account are to have full understanding of the strategy.

Who are all team members?

400

In addition to the most recent Strat Plan, all team members can default to this document for the sake of proper scoping.

What is the SEO Services proposal?

400

This is the list of people who should receive and agenda draft for an upcoming meeting. 

Who is whomever is going to be on the call from the SEO Department side?

400

These are the two appropriate responses for any client email received.

What is a complete response, or an acknowledgement and deferral?

400

This tool should be regularly monitored and be a core element reviewed in most client meetings. 

What is Google Data Studio?

400

These team members on an account are to have full ability to communicate the client strategy.

Who are all team members?

500

This is the number of unique Asana Templates which exist for project management support. 

What is Five?

500

These are the only two appropriate reasons for rescheduling a client meeting. 

What is due to a client request, or due to a special circumstance (e.g. sickness, team members OOO, holidays, etc.)?

500

All communication with clients should maintain a high degree of these two things. 

What is professionalism and courtesy?

500

All tasks not maintained in a document should be recorded via this method.

What is, via log of work in a unique Asana task?

500

The ultimate responsibility and sign off of the entire client strategy lies with this person.

Who is the the C-Level support or Director on the account?

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