COMPANY LOGO - Seer Interactive
COMPANY LOGOAccount Manager Transition PlanApril 9, 2015Presented to:INSERT CLIENT LOGOClient BriefWebsite(s) Off DateJanuary 1, 2015Contract End DateJanuary 31, 2016Seer Main POCsCurrent AM: Clark Kent (clarkk@)New AM: Bruce Wayne (brucew@)Support: Dick Grayson (richardg@)Client POCsJack Shephard (jshephard@)John Locke (jlocke@)Weekly CallsPPC Call – Thursdays @ 10amSEO Call – Tuesdays @ 1:30pmPrimary Goal(s)Get users to fill out the form on the landing page or the home pageClient History & BackgroundGeneral Client InformationClient kicked off with Seer for PPC and SEO in late January of 2015 in order to improve customer awareness of Client.PPC advertising is currently limited to Google AdWords, as it has consistently provided the most opportunity for Client’s budgetThe top-converting keyword themes for Client are Brand terms as well as generic termsTop 5 CompetitorsBrand A (largest competitor by conversion volume)Brand BBrand CConversion GoalsThe primary goal is to get user to fill out the form on the landing pageUsers may also fill out the general contact form on the main siteA secondary conversion would be for a user to call the phone numberIn-Progress & Upcoming InitiativesClient Evaluation ProjectDemographic Bid AnalysisDayparting AnalysisShopping CampaignsTimeline For TransitionWeek 1 (4/6 – 4/10)Review reporting & account background with Dick Grayson (DG) and Clark Kent (CK)Include Bruce Wayne (BW) on all messages and meetingsBW starts to take over to-dos under guidanceBy end of week, BW will have a solid understanding of Client as a business, the account, as well as current & upcoming milestonesWeek 2 (4/13 – 4/17)BW /DG to complete call agenda & assist on the callCK to drive the weekly call conversationBW to review weekly reportAM/DG to complete all milestones with CL assistanceBW / CK to attend meeting at Client Location togetherWeek 3 (4/20 – 4/24)BW /DG to complete call agenda, assist on the callCK to drive weekly call conversationBW to review weekly reportBW /DG to complete all milestones (with CK guidance)Week 4 (4/27 – 5/1)BW will be fully running the project, with DG remaining on as main supportQuestions or Concerns?Seer will work diligently to ensure that the transition is as smooth as possible for this account, and that any strategies in progress or upcoming will continue without any delay. Both Clark and Bruce will work closely over the next several weeks to collaborate and share knowledge o continue to ensure planned and pending projects continue on schedulePlease let us know if you have any questions or concerns with any of the items presented in this transition document. We look forward to continuing our partnership together. ................
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