Launch Confirmation
Day 1
- Account Manager emails client
- FAQs
- What’s Next Documentation
- How to sell to Online leads
- Schedule reporting review meeting
Monthly Review
Month 1
- Send client meeting agenda
- Include Reporting Legend
- Monthly reporting walkthrough
- Score leads together
- Review the current stage of the funnel
Recurring Tasks
Daily
- TeamWork task
- Citation updates, as provided
Weekly
- Account Services campaign check-in
- Strategy work on focus clients (use boards)
- Strategists create weekly account performance summary
- Manager establish an weekly pivots
Monthly
- Campaign report
- Account Services Local Citation check-in
Quarterly
- 3-month report
- Full Audit
- 3-month strategy development