Summary | Implement Leadsie for Google and FB for RepMan, Directory Listings. |
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Target release | Jun 30, 2023 |
Priority | High |
Project status | Done |
Progress | 100% |
Brand | DS ARI ND |
Owner | @Lance Shroyer |
Team | @Doug Chase |
Status Note | Apr 21, 2023 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 | Feb 13, 2023 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
Feb 17, 2023 Samar & Doug to set follow-up meeting with Leadsie.
Mar 31, 2023 Need to follow-up and confirm on track.
Apr 17, 2023 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.
Emoji :checkered_flag: Milestones / Project Timeline
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
Emoji :check_mark: Next Actions
Emoji :question_mark: Questions
Questions | Answer | Who | When | Where (Meeting) |
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Decisions
Decision | Why | Who | When | Where (Meeting) |
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*Primary decision maker in bold.