Project Management
This is the place where all client documents and deliverables are stored.
What is Google Drive?
These are the two things Strategists are to prepare for every recurring client meeting.
What is an agenda and follow up?
The expected maximum timeframe for responding to all client emails.
What is 24 hours?
For deliverables due in a certain month, they should be sent to the client by this date.
What is the end of the month?
The Strategic Plan decks are to be put together by this person.
Who is the Senior SEO Strategist?
All client logins, CMS accesses, and other similar documents can be found in this software suite.
What is LastPass?
The primary purpose of our bi-weekly scrums.
What is to prepare for the upcoming client meetings?
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?
Unless otherwise planned, the person who prepared the deliverable also does this.
What is present the deliverable?
The Strategic Plan decks are typically presented by this person.
Who is the Senior SEO Strategist?
In addition to an assignee and a due date, all Asana tasks should also have this.
What is a thorough task description?
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?
In terms of turning cameras on, this is the default standard for all meetings.
What is whatever the client prefers?
This should tool set be regularly monitored and be a core element reviewed in most client meetings.
What is Google Data Studio?
These team members on an account are to have full understanding of the strategy.
Who are all team members?
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?
The time by which all meeting follow ups should be sent.
What is EOD the day after the meeting?
This is the expectation for handling client emails outside of standard working hours.
What is there is no expectation to respond?
Each Asana project is to have a task labeled with this headline
What is "IMPORTANT DOC LINKS (DO NOT DELETE)"?
These team members on an account are to have full ability to communicate the client strategy.
Who are all team members?
The complete instructions for onboarding a newly signed client can be found at this locaiton.
What is the Asana Sales Handoff Template?
The appropriate time by which all client meeting agendas should be sent.
What is by EOD the day after the meeting?
All communication with clients should maintain a high degree of these two things.
What is professionalism and courtesy?
All tasks not maintained in a document should be recorded via this method.
What is a via log of work in a unique Asana task?
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?