Re: The Key & U7 - May 5 2022 - Meeting Notes

From
Sara Gill <sara.gill@u7solutions.com>
To
Jonathan Pytell <jpytell@thekey.com>
CC
Andy Feldman <afeldman@homecareassistance.com>, Alexa Graziani <agraziani@homecareassistance.com>, Chirag Rathod <chirag.rathod@u7solutions.com>, Dan Watson <dan.watson@homecareassistance.com>, Jayson Peltzer <jayson.peltzer@u7solutions.com>, Ru Yun <ru@homecareassistance.com>, Sarah Powers <spowers@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
Sat, 7 May 2022 12:48:30 -0400
Folder
INBOX
--000000000000d2a70b05de6ec058 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That's great to hear Jonathan! We look forward to gaining access and receiving training. On our end, the expectation is for us to create a project plan and scope. I started on this but it's exceptionally difficult when we're not working with our normal U7 models/scope/strategies. There are still many variables at play such as the defined strategies we're expected to implement for the redirects/cobranding, etc. I think we will need a few more weeks in total to get all the information required to know exactly what our scope is. Hoping we can meet by the end of next week to review the plan I crafted so far and assign roles/responsibilities/clear descriptions. Have a great weekend! [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] [im= age: Facebook button] [image: Email list button] On Fri, May 6, 2022 at 10:08 AM Jonathan Pytell wrote: > Hi all - Updates > > - We have an active helpdesk ticket in with IT to get you onboarded to > our Monday boards, Slack etc. Stay tuned. > - Brightspot content copy has completed and is going through their > UAT. We will get you in there next week for a live walkaround session. > > > On Thu, May 5, 2022 at 5:05 PM Sara Gill > wrote: > >> Hi all, >> >> Thanks for the meeting today! >> >> Here's a summary of the next key deliverables we discussed, and my >> meeting notes below that for additional detail. Let me know if I missed >> anything! >> >> - Jonathan >> - invites us to a slack room >> - share logins from brightspot >> - invite us to monday. com >> - Sara >> - create project brief document with chirag >> - transfer monday.com project to home care board once invited >> - schedule meeting to go over the brief + monday.com project >> - Dan >> - Give access to brand center if you feel this is helpful (U7 can >> be onboarded as a vendor and get single sign on with emails) >> - Tim/Dan >> - Coordinate internal strategic call with Jonathan, Dan, Rue and >> Andy to go over migration options + pros and cons to each + co-bra= nding >> strategies >> >> 2022-05-05 - Meeting Notes >> >> 1. >> >> Bright spot >> 1. >> >> When will brightspot environment be ready for us to explore? >> >> >> Working on content/copy and this is what=E2=80=99s stalling the environm= ent set >> up so that we have the current state of content. Also working on strateg= y >> (seo, domain traffic). Need to have a strategic conversation with Rue an= d >> Andy about the fact that organic traffic will be harmed by this migratio= n. >> Tim thinks a short term solution is to keep both active at the same time= . >> Jonathan will present a few options to choose from. >> >> >> 1. >> >> When will we have brightspot training? Can we explore the environment >> before the tra

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