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Table of Contents

🏁 Milestones / Project Timeline

Official timeline incoming from Uberall. Will link here.)This will be updated once Uberall shares their timeline as well based on our conversation .

  •   LV - Send over test migration data. Grant sending TCS
  •  Build Grant & Samar - Send per brand customer migration list. Samar. In progress.
    •   Grant - Send TCS
    •   Grant - Send ND
    •   Samar - Send ARI (Need to note Listings vs Listings+Social)
    •   Samar - Send DS (Need to note Listings vs Listings+Social)
  •  TIMELINE? Uberall - Import dealer list.lists. (estimate,Uberall stated they need two weeks)
    •  TCS
    •  ND
    •  ARI
    •  DS
  •  Import Error Correction Grant & Samar - Import error correction
    •  TCS
    •  ND
    •  ARI
    •  DS
  •  Google Account Grant - Existing Connections Sync
    •  TCS -
  • (Manually connect
    • each account in Uberall to Google
  • GBP & FB
    • .
  •  Google & FB additional/new account connections

  •  Connect GBP and FB Accounts(TCS & NetDriven, DS & ARI few)
  •  Complete initial GBP and FB account connection outreach.
  • )
    •  TCS
    •  ND
    •  DS (minimal)
    •  ARI (minimal)

(tick) Next Actions

  •  

(question) Questions

 

Questions

Answer

Who

When

Where

  •  Who will build the customer migration lists?

Samar (Lance to assist when/if needed)

Samar & Tory

Meeting: Uberall Migration Internal Discussion

  •  
Will Product be putting together a project plan/timeline?
  • How does the Uberall Leadsie alternative work?
    •  Does it do both GBP and FB?
    •  Does the desired LV account get access we can use for other services/tools?

Decisions

Decision

...

Why

Who*

When

Where (Meeting)

To migration all locations for each dealer. AKA, to not remove secondary unpaid locations.

There should be a conversation with the customer. Possible upsell. Fewer customer issues. Product to follow-up on a second phase after the initial migration is completed.

...

Tory, Samar, Lance, Grant

...

Uberall Migration Internal Discussion

Date:

...

Choosing 1 child SP. Instead of multiple SP that you can toggle between.

A single Service Portal will make it easier to slice and dice customers as needed using labels. For example OEM package that crosses ARI and DS.

Why:

In the room:

Event name:

Date:

Future Work

...

Samar, Lance, Grant, Uberall

LeadVenture Migration Planning Cont.

*Primary decision maker in bold.

Future Work

Additional Work

Description

Off-board unpaid Directory Listing Locations.

See decision details above.

Seek connections (GBP & FB) for all onboard dealers.

Directory Listing Clean-up

...

OLD NOTES

Initial Migration Outline

...