Directory Listing Clean-up

Owned by Lance Shroyer
Last updated: Jan 12, 2023
2 min read

 

Directroy Listing clean-up will 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.

Clean-up Outline

Phase 2: Clean Up

This is required regardless of platform Yext or Uberall due to poor historical practices which have been corrected.

  1. DS/ARI Onboard ~350 customers not yet onboarded

    1. Accurate number pending audit

  2. DS/ARI/TCS/ND

    1. Seek ~3,100+ Google and FB account access to LV GNP and FB accounts for all missing auth

 

Additional Requirements

Note, across Phase 1 (170) and Phase 2 (~3100+) across ARI, ND, 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.