OA Engagement Overview

The purpose of these surveys are to keep our customers engaged and up to date on the products and services we provide. Not all the time will the customer be readily available. You can always schedule a time in advance as well.

Customers are on a 6-month rotation unless they wish to opt out. This overview page will also hold the updates for any news the CS Rep needs to let our customers know.

Startups & Redesigns

Startups - Skip any startup that is in process or is less than 30days from being live.

Redesigns - Reach out to the Design Coordinator to see if an engagement is necessary.

Cancellations

If a CID cancels, the CS Rep can remove that CID from the schedule list.
If a CID is pending cancelation or pointing to another website (and it is noted in their Company Notes) the CS Rep can skip calling this CID for that month.
If a CID is pointing to another website (and it is NOT noted in their Company Notes) reach out to the CS manager before contacting.


2025

First Half (Jan-Jun)

  • Ask if they consent to us making changes to the website on their behalf. This is mainly if we notice they are decreasing in rank or something, we can go and make visual and content changes.
  • Double check the GMB & Bing Audit Sheet to make sure we have access to their GBP and Bing. If not, you need to mention to them the importance of having access and keeping the listing.

Second Half (Jul-Dec)

  • Double check the GMB & Bing Audit Sheet to make sure we have access to their GBP and Bing. If not, you need to mention to them the importance of having access and keeping the listing.