Unsuccessful Outreach Efforts
Our outreach efforts for Yext are considered as successful when the client successfully links their accounts to Yext; however, there are many factors that we are unable to control. Perpetual effort is unsustainable, therefore we need to establish an ending to the attempts as follows:
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At this point in time for DSB clients, please move the card to the Completed column and remove them from the Client Outreach - Yext spreadsheet to clear them from the outreach queue.
No further action is required for other SEO clients.
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Successful Outreach Efforts
An outreach is considered as successful when the client agrees to connect both their Facebook and Google My Business accounts to the Yext platform. When this happens:
Move the DSB clients to the Completed column with a note that connection was successful in the comment section.
Remove client from the Client Outreach - Yext spreadsheet.
You may send a courtesy note to the Account Manager that the outreach attempts were successful, but this is not a requirement.
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