Update your active SEO clients KPI from CRM counts
Update your active SEO clients KPI from CRM counts
Your CRM's SEO retainer counts are out of date, leaving account leads without capacity visibility. Get hourly KPI updates of active SEO clients so leadership can plan with current figures every hour.
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Overview
Stale retainer counts leave leadership and account teams guessing about capacity. This flow keeps a single KPI updated from your CRM every hour, turning scattered deal data into a reliable hourly client total before planning meetings.