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🏁 Milestones / Project Timeline
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- LV - Send over test migration data. Grant sending TCS
- Grant & Samar - Send per brand customer migration list. In progress.
- TCS - Grant
- ND - Grant
- DS - Samar (Need to note Listings vs Listings+Social)
- ARI - Samar(Need to note Listings vs Listings+Social)
- (estimate) Uberall - Import dealer lists. (Uberall stated they need two weeks)
- TCS
- ND
- ARI
- DS
- (estimate) Grant & Samar - Import error correction
- TCS
- ND
- ARI
- DS
- (estimate) Grant - Existing Connections Sync (Manually connect GBP & FB)
- TCS
- ND
- DS (minimal)
- ARI (minimal)
Next Actions
- Manually audit customer list against CRM. (Or match based on domain if possible.)
- Remove http://Grade.us Yext Reporting setup steps.
- Remove Directory listing process form SEO team processes/monthly tracker.
- Grade.us slide is removed from reporting.
Questions
Questions | Answer | Who | When | Where (Meeting) |
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| Samar (Lance to assist when/if needed) | Samar & Tory |
| Meeting: Uberall Migration Internal Discussion |
| They do not have a sufficient Leadsie alternative. Their options: 1 - they can do a link similar to Yext that gives them access. 2 - They can help facilitate us sending separate GBP and FB access request for our accounts. | Uberall - David & team | LeadVenture Migration Planning Cont. |
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Additional Work | Description |
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Off-board unpaid Directory Listing Locations. | See decision details above. |
Seek connections (GBP & FB) for all onboard dealers. |
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Notes
Customer Lists Needed
Who is paying for the product.
Who is paying for the product and has only one location onboarded.
Migrate.
Who is paying for the product and has more than one location onboarded.
Migrate.
Duplicates to be removed in a separate initiative post migration lead by Product.
Who is paying for the product and is not onboarded.
Onboard to Uberall.
Who is not paying for the product and is currently onboarded.
Do not onboard to Uberall.
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Migration The migration will take ~24 days of single contributor labor across all brands across USA, Belize, and Mexico. We will not efficiently re-establish Google and FB account access for ARI & DS. However, now is the time to move before we undergo a larger effort to fully onboard Directory Listing customers and make connections to Google and Facebook. I don't think the majority of dealers will know that we have changed tools much less that our tool is no longer connected to their GBP or FB account. Grant and I are aligned that Uberall will provide a superior experience for both the LV team and the customer in the long run.
Clean-up Once we have migrated to Uberall we can begin the effort to onboarding missed onboards for Directory Listings as well as seek GBP and FB access for all Directory Listing customers. This is a massive effort, however, customers clearly are not missing this currently so we can take our time and look to use tools like bulk email and Leadsie to attempt to gain access as efficiently as possible and minimize the need for customer calling as much as possible for Directory Listings.
Phase 1: Migrate - 24 days
Phase 2 Phase 2 is a clean-up phase to ensure full onboarding of previously missed customer onboards. These missed off board have occurred over the last several years. We have since improved processes to ensure onboarding of all new sales. Additional Requirements Note, across Phase 1 (170) and Phase 2 (~3100+) across ARI, DS, TCS, and ND we have nearly 3,330 Google and Facebook accounts to pursue access for.
First, in order to maximize full customer onboarding, additional tooling to efficiently request and gain access to customer accounts will be crucial. Enabling the outreach team with bulk email functionality, Leadsie(or similar) to consolidate account access requests, etc will be crucial not just for the migration from Yext to Uberall but to the success of Directory Listings and Reputation Management offerings by maximizing our value to the customer through GBP and FB account access in our tools.
Secondly, minimizing the total number of authentications required per customer account will ensure the fastest onboarding as well as minimize the need for rework if/when a customer removes authentication mistakenly. 1 GBP auth to an LV account and 1 fb auth to an LV account is optimal for achieving this. We should remove the Merchant Centric user access requirement(ND does not required this currently) and consolidate all LV GBP requests under a single account if possible. |