Leadsie has been configured to enable ARI and DS link generation under a single LV branded account. Josh has tested and is able to utilize for both brands according to Reina! Done.
Key Dates
Discuss Leadsie implementation/need. Start planning/get buy in with Samar & Doug.
Decide Leadsie is our go forward solution.
Unleash Josh with full rollout usage of the tool.
Resources
Expected impact
Actual impact
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