Account Trends Tracking Sheet SOP

Purpose #

The purpose of this SOP is to keep a consistent pulse on our clients performance.    

Scope #

This document applies to the CSSs (and CSMs). A reporting audit is to be conducted and reviewed once a week. Action: Schedule a weekly “Account Trends Tracking Sheet” as a weekly recurring meeting. 

Definitions & acronyms #

  • CSS: Client Success Support
  • CSM: Client Success Manager

Procedures #

 

Step-by-step instructions #

Describe the process in detail using flow charts and/or hierarchical checklists.

  • Step 1 (Settings):
    • Step 1.1: Schedule a weekly “Account Trends Tracking Sheet” as a weekly recurring meeting between you and your CSM. *Meet with your CSM and set a time that works best for both parties.
    • Step 1.2: Using the “Account Trends Tracking Sheet”, add all of your CSM Clients.   
    • Step 1.3: Link reports to the specified columns.  Example, add links to the Agency Analytics report and Bright Local ranking reports.
    • Step 1.2.1 Adding Agency Analytics
    • Step 1.2.2 Adding Bright Local
  • Step 2:
    • Step 2.1: 
    • Step 2.2:
    • Step 2.3:
  • Step 3:

Submit a Comment

Your email address will not be published. Required fields are marked *

Available Now on Amazon

in Kindle and Paperback

Skip to content