...
- 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) |
|---|---|---|---|---|
| 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. |
...
Additional Work | Description |
|---|---|
Off-board unpaid Directory Listing Locations. | See decision details above. |
Seek connections (GBP & FB) for all onboard dealers. | |
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 process | |
s/monthly tracker. http://Grade.us slide is removed from reporting. |
...
Notes
Customer Lists Needed
...