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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
- 10 (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)
- )
Dates | Status | Who | Task | Note | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ALL | Intro Call | ||||||||
? | UB | Send WhiteLabel Requirements doc | ||||||||
| LV | Export Yext Data | ||||||||
- |
| LV | Reduce Yext Data (remove POI that won't be migrated) | Determined to be done post migration by Ops. | ||||||
|
| ALL | Migration planning
| |||||||
| LV | Provide reduced Yext Data to UB | Uberall had this data at 2/13. However, on the call we aligned on 2/15. I expect they will push timelines with that clarification. I will update then. | |||||||
2/13/23 | UB | Convert Yext Data | ||||||||
2/13/23 | LV | Return white label req doc | ||||||||
2/14/23 - 2/17/23 | UB | Set up dashboards (SP/CSP) + whitelabel | ||||||||
2/20/23 - 2/24/23 | ALL | Platform Training w/ SEO Team
| ||||||||
2/22/23 | UB | Test yext import to sandbox | ||||||||
2/22/23 | LV | Review and fix errors (LV) | ||||||||
2/27/23 | UB | Import POI to Production | ||||||||
2/27/23 | LV | Spot check data | ||||||||
2/27/23 | ALL | User Assignment | ||||||||
2/28/23 | LV | Release data from Yext | ||||||||
3/1/23 | UB | Start Sync | ||||||||
3/1/23 - 3/10/23 | ALL | Sales Training
| ||||||||
3/1/23 - 3/10/23 | ALL | GBP + FB link share to connect | ||||||||
3/1/23 - 3/21/23 | ALL | DigMS Dev Team API integration review |
Next Actions
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. |
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