Status Update
Samar & Doug to set follow-up meeting with Leadsie.
Need to follow-up and confirm on track.
Working with Josh and Doug this week to test out Leadsie and see it in action.
Description
Generates a single link for a customer to give LV accounts access to GBP, Google Ads, Facebook, etc.
Can should embed/put in front of the customer everywhere we can.
Website admin panel
Reporting
RepMan Dashboard
Automated email and text?
Samar & Doug are aligned on the need for a solution like this.
Josh would provide a manual onboarding step after automated solutions were pursued. Then we leave to customer to self onboard using above mentioned methods.
🏁 Milestones / Project Timeline
- Samar and/or Doug to set meeting with Leadsie.
- Set up 2-week trial
- Set up team access, plan minimal dev work for PoC, execute PoC by
- Pilot with a few dealers
- Assess progress, go forward?
- If a go, complete development work and roll out
Resources
https://help.leadsie.com/article/37-how-to-embed-connect-requests-on-your-website
Team Invitation Link: https://app.leadsie.com/invitation/0b27e3f8-5d80-4812-b4d5-6fad63e345da
https://help.leadsie.com/article/39-api-documentation
Next Actions
Questions
Questions | Answer | Who | When | Where (Meeting) |
|---|---|---|---|---|
Decisions
Decision | Why | Who | When | Where (Meeting) |
|---|---|---|---|---|
*Primary decision maker in bold.
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