Re: Scope of work

From
Sara Gill <sara.gill@u7solutions.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Chirag Rathod <chirag.rathod@u7solutions.com>, Jayson Peltzer <jayson.peltzer@u7solutions.com>
Date
Fri, 13 May 2022 09:03:55 -0400
Folder
INBOX
--000000000000b901ba05dee45014 Content-Type: text/plain; charset="UTF-8" Hi Tim, I shared a project plan in my last email. Could we please work with this? We always aim to have information written down in a concise manner for quoting and contract purposes. In the past few weeks we've only had verbal exchanges, but there are so many details that need to be written and organized. I hope you agree. Can we meet next week to work through this together? [image: Sara Gill, Digital Strategist at U7 Solutions] Sara Gill Marketing Manager U7 SOLUTIONS | Make the web work for you location: Ottawa, ON K1P 5H2 cell: 1.873.376.6883 https://www.u7solutions.com [image: LinkedIn button] [image: Facebook button] [image: Email list button] On Mon, May 9, 2022 at 9:52 AM Timothy Thomas wrote: > Hi Sara, > > You're spot on here. We need a project plan and defined roles. My question > was towards what CAN U7 do so your list is helpful thank you. > > I'm working with Dan to set up a meeting with the senior leadership team > so that we can get you the information you need and get started. > > Thanks > Tim > > On Sat, May 7, 2022 at 12:42 PM Sara Gill > wrote: > >> Hi Tim, >> >> I'm struggling with understanding if you need to know what we CAN do, >> versus how you want us to participate in the project given the variety of >> roles/vendors. >> >> We offer the following services: >> >> - Web architecture >> - Web design >> - Web development >> - SEO >> - Branding >> - Copywriting >> >> And more... >> >> There seems to be a whole lot of overlap in these areas when it comes to >> strategy with Jonathan, brightspot, and potential other marketing vendors >> (the one from calgary), or the copywriter Amanda. >> Therefore it's very unclear to me what exactly U7 is implementing when >> the roles are not clearly defined. >> >> Secondly, my understanding was that your team would be coordinating the >> following, or at least to a certain extent. So again, I don't know what the >> expectation is for us here. >> >> - Lead flow - salesforce integration >> - Recruitment platform integration - ICIMS >> >> As I mentioned in another email I wrote yesterday, we normally work with >> very detailed project plans so that we can scope out our hours >> appropriately. I'm going to try to develop one for this project but I will >> need a lot more understanding of the overlap in roles and responsibilities. >> THings are moving slower than I expected in terms of gaining information >> and I hope you understand that we do not have a defined scope yet. >> >> Lets schedule a meeting near the end of the week to go over the project >> plan i'm putting together? If we could focus on key decision makers only, >> that would be helpful I think. I.e. you and Jonathan + our team? >> [image: Sara Gill, Digital Strategist at U7 Solutions] >> >> >> Sara Gill Marketing Manager >> U7 SOLUTIONS | Make the web work for you >> location: Ottawa, ON K1P 5H2 >> cell: 1.873.376.6883 >> https://www.u7solutions.com >> >> [i