| Start month | Action | Accountability | Notes |
|---|---|---|---|
| 0 (Sep) | Agree report format with Michael | Ed @ DBI | COMPLETED. Cut down report has been produced |
| Product performance report to be delivered via email on Monday to Josh | Linda @ DBI | COMPLETED | |
| 1 (Oct) | Weekly report in Excel format to be delivered via email on Monday to Michael, Josh, James at UKFD by Lluis at ElisaDBI | Lluis @ DBI | COMPLETED. Report will need targets added manually. Who will be responsible at UKFD for adding targets? |
| 2 (Nov) | ElisaDBI report generation script to be replaced by DataShaka export | DataShaka | Format will remain Excel file |
| 3 (Dec) | Correct KPI data output from DataShaka | DataShaka | |
| KPI report fuly automated in Tableau | Sarah @ UKFD |
| Start month | Action | Accountability | Notes |
|---|---|---|---|
| 1 (Oct) | Provide data layer specs to Townside, via Graeme | Ed @ DBI | COMPLETED |
| Enable Satellite (tag management tool) on staging site | Ed @ DBI | ||
| Townside to imlpement data layer specs | Graeme @ UKFD | ||
| 2 (Nov) | Provide solution design document for new tagging | Ed @ DBI | COMPLETED |
| 3 (Dec) | Implement Google Analytics tagging on staging site | Ed @ DBI | |
| Implement Segment tagging on staging site | Ed @ DBI |
| Start month | Action | Accountability | Notes |
|---|---|---|---|
| 0 (Sep) | Add comment box to sample order checkout to capture general comments | Graeme @ UKFD | |
| Change SQM sample input box to radio buttons (Unknown, 0-5, 5-20, etc.) | Graeme @ UKFD | ||
| Ensure use of SQM input boxes on product pages is being tracked in Google Analytics + KISSmetrics | Ed @ DBI | COMPLETED | |
| 1 (Oct) | Choose between Magento/Salesforce/Netsuite for CRM system | UKFD | |
| Provide list of custom fields needed in CRM | Ed @ DBI | COMPLETED. See specs here | |
| Use KISSmetrics data to create marketing lists for email campaigns | James @ UKFD | In progress | |
| 2 (Nov) | Create initial simplified rules to determine stage of buying cycle per person | Ed @ DBI | |
| 3 (Dec) | Build rules in DataShaka to calculate buying stage of prospects | DataShaka | Initial rules will be simplified |
| Output stage of buying cycle to CRM system | DataShaka |
See DataShaka 3 month plan. Waiting on UKFD to sign contract.