🏁 Milestones / Project Timeline

Uberall’s migration plan.

Dates	Status	Who	Task	Note
02 Feb 2023	DONE	ALL	Intro Call
03 Feb 2023	DONE	UB	Send WhiteLabel Requirements doc
06 Feb 2023	DONE	LV	Export Yext Data
06 Feb 2023 - 10 Feb 2023	DONE	LV	Reduce Yext Data (remove POI that won't be migrated)	Determined to be done post migration by Ops.
09 Feb 2023	DONE	ALL	Migration planning Review Go-Live Plan + Dates GBP + FB Connect Plan
15 Feb 2023		LV Samar & Grant	Provide reduced Yext Data to UB
2/13/23		UB	Convert Yext Data
2/13/23		LV Samar	Return white label req doc	https://arinet-my.sharepoint.com/:x:/g/personal/samar_hatem_leadventure_com/EVHJE6sPdrZOpnGcPKMBjD0BWLpzi7hVcg99TzjqafvmVw?e=YFmMhD
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 UB - Send Partner Academy for others
2/22/23		UB	Test yext import to sandbox
2/22/23		LV Samar & Grant	Review and fix errors (LV)
2/27/23		UB	Import POI to Production
2/27/23		LV Grant & Samar	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 New Acquisition Upsell OEM
3/1/23 - 3/10/23		LV Grant	Existing Connections Sync (Manually connect GBP & FB)	Lance added row.
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)

Who will build the customer migration lists?

Samar (Grant to assist when/if needed)

Samar & Tory

06 Feb 2023

Meeting: Uberall Migration Internal Discussion

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?

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

09 Feb 2023

LeadVenture Migration Planning Cont.

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	06 Feb 2023	Uberall Migration Internal Discussion
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.	Samar, Lance, Grant, Uberall	09 Feb 2023	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
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

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.

Initial Migration Outline

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

DS/ARI - 13 days
2 days - Migrate 547 from Yext —> Uberall
(1 location/contract trimming additional unpaid locations)
1 day - Migrate 50 from BrightLocal —> Uberall
10 days - Pursue 170 Google/FB account authentications from customers to LV GBP and FB accounts
Ideally we would be armed with tools to scalably request access (Leadsie, bulk email send, etc.)
We are not likely to re-establish these connections efficiently, however…
Likely not missed/noticed by customers. Not a talking point or on reporting.
TCS - 8 days
2 days - Migrate 1176 from Yext —> Uberall
1 day - Authenticate TCS GBP & FB accounts in Uberall
5 days - Connect ~1100 GBP/FB accounts per location in Uberall(no customer auth required)
ND - 3 day
1 day - Migrate 25 from Yext —> Uberall
1 day - Authenticate ND GBP & FB accounts in Uberall
1 day - Connect ~50 GBP/FB accounts per location in Uberall(no customer auth required)

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.

Directory Listing Migration