Re: U7 Content Audit + Following Work Scope

Hi Sara, I just spoke with Phil and Andy about this and we are approved to
proceed with your proposal!

Please send the invoice to ap-invoices@thekey.com and CC the following so
that we may get that taken care of for you:

   - tt@thekey.com
   - agraziani@thekey.com
   - phil.chanda@thekey.com
   - afeldman@thekey.com


Thanks again for your help, understanding and please let me know if there's
anything else you need to get started.


Kahl Orr
* Please note my email has changed: *
korr@thekey.com <https://brand.thekey.com/esg/korr@thekey.com>
+1-610-507-7863
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Wed, Aug 10, 2022 at 1:27 PM Kahl Orr <korr@thekey.com> wrote:

> Thank you Sara! I am set to review this with our leadership tomorrow and
> should be able to get you a decision shortly thereafter. Appreciate the
> quick turnaround on this.
>
>
> Kahl Orr
> * Please note my email has changed: *
> korr@thekey.com <https://brand.thekey.com/esg/korr@thekey.com>
> +1-610-507-7863
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Wed, Aug 10, 2022 at 9:10 AM Sara Gill <sara.gill@u7solutions.com>
> wrote:
>
>> Thanks for the answers Kahl.
>>
>> Jessica adjusted the spreadsheet with new columns and groupings that
>> helped us make sense of the content further:
>> https://docs.google.com/spreadsheets/d/1UirRIFZj84Jzmm1_DnPn5F4fMr7aBsDrqWowRWMI5Ec/edit#gid=0
>>
>>
>> We added several blog posts yesterday and now that we're acquainted with
>> the CMS and the process, this is the scope and quote we would provide: 0.33
>> (20 mins/page) * 59 pages left = 20 hours
>>
>> We still have 10 hours left in the strategy time that was prepaid.
>> Therefore the extra scope would be 10 hours.
>>
>> Total cost: $1,500 CAD + tax
>>
>> Let me know if that makes sense to you and who we can send an invoice to.
>> We can get this done by the end of next week.
>> [image: Sara Gill, Digital Strategist at U7 Solutions]
>> <https://www.u7solutions.com/>
>>
>> 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] <https://www.linkedin.com/company/u7solutions> [image:
>> Facebook button] <https://www.facebook.com/u7solutions> [image: Email
>> list button] <https://www.u7solutions.com/subscribe/>
>>
>>
>> On Tue, Aug 9, 2022 at 10:52 AM Sara Gill <sara.gill@u7solutions.com>
>> wrote:
>>
>>> Hi Kahl,
>>>
>>> Following up so we can get an answer today to deliver the estimate.
>>> [image: Sara Gill, Digital Strategist at U7 Solutions]
>>> <https://www.u7solutions.com/>
>>>
>>> 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] <https://www.linkedin.com/company/u7solutions> [image:
>>> Facebook button] <https://www.facebook.com/u7solutions> [image: Email
>>> list button] <https://www.u7solutions.com/subscribe/>
>>>
>>>
>>> On Mon, Aug 8, 2022 at 2:42 PM Sara Gill <sara.gill@u7solutions.com>
>>> wrote:
>>>
>>>> Thanks for the recap Kahl. For the process outline, can you help review
>>>> this sequence + questions?
>>>>
>>>>    1. Copy content over (images + text)
>>>>    2. Add meta title and description (copy from page source mode when
>>>>    available, and add when absent)
>>>>    3. Add image alt text (copy from inspect mode when available and
>>>>    write them when absent)
>>>>    4. Keep same url
>>>>    5. Removal of content that's specific to locations, for example,
>>>>    you see how this article has a call out within the text to the MTL phone #
>>>>    https://www.montrealsoinsadomicile.ca/le-role-de-proche-aidant.html?
>>>>    We should remove any location reference correct?
>>>>    6. For the author bios, this wasn't included in our training
>>>>    however i don't see them added to brightspot. Do we need to create them as
>>>>    we go? If so, for the images - how can we source them? The ones on most
>>>>    articles are very tiny and we don't have back-end access.
>>>>    7. Additional sections at the bottom of the article - do we need to
>>>>    add or choose any additional sections at the bottom of the articles? See
>>>>    these dropdowns here:
>>>>
>>>> [image: Screen Shot 2022-08-08 at 2.40.27 PM.png]
>>>> [image: Sara Gill, Digital Strategist at U7 Solutions]
>>>> <https://www.u7solutions.com/>
>>>>
>>>> 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] <https://www.linkedin.com/company/u7solutions>
>>>>  [image: Facebook button] <https://www.facebook.com/u7solutions> [image:
>>>> Email list button] <https://www.u7solutions.com/subscribe/>
>>>>
>>>>
>>>> On Mon, Aug 8, 2022 at 2:21 PM Kahl Orr <korr@thekey.com> wrote:
>>>>
>>>>> Thanks for the call just now Sara,
>>>>>
>>>>> As discussed, we will be excluding the 3 PDFs for site launch and may
>>>>> handle those later, post-launch under a separate content effort (they would
>>>>> need a complete rewrite to work for our learning center).
>>>>>
>>>>>
>>>>> For our next steps, your team will be using some of the existing
>>>>> banked hours to publish a few of these microsites articles in the Canadian
>>>>> CMS, and gain a better understanding of the publishing level of effort.
>>>>>
>>>>> You will then present us with a proposal to publish the remaining ~67
>>>>> articles this month for an anticipated September 1 launch date.
>>>>>
>>>>>
>>>>> Please let me know if there's anything else I can do to help get us
>>>>> that proposal for approval this week.
>>>>>
>>>>> Thanks again for your understanding and looking forward to working
>>>>> with you & team!
>>>>>
>>>>>
>>>>> Kahl Orr
>>>>> * Please note my email has changed: *
>>>>> korr@thekey.com <https://brand.thekey.com/esg/korr@thekey.com>
>>>>> +1-610-507-7863
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>> On Fri, Aug 5, 2022 at 4:09 PM Sara Gill <sara.gill@u7solutions.com>
>>>>> wrote:
>>>>>
>>>>>> Hi Kahl,
>>>>>>
>>>>>> Although it's disappointing to hear that after so many months of
>>>>>> communicating we lost out on most of the business, I'm glad that things
>>>>>> moved along for the sake of the Canadian website and the tight timeline.
>>>>>>
>>>>>> We can definitely publish these blog pages. All of the links I
>>>>>> reviewed that reference blog posts are straightforward. However, the PDFs
>>>>>> do not follow an appropriate blog format and I could use further clarity on
>>>>>> how to transfer the content for those PDFs specifically.
>>>>>>
>>>>>> Could we go over that together next Monday or Tuesday?
>>>>>> [image: Sara Gill, Digital Strategist at U7 Solutions]
>>>>>> <https://www.u7solutions.com/>
>>>>>>
>>>>>> 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]
>>>>>> <https://www.linkedin.com/company/u7solutions> [image: Facebook
>>>>>> button] <https://www.facebook.com/u7solutions> [image: Email list
>>>>>> button] <https://www.u7solutions.com/subscribe/>
>>>>>>
>>>>>>
>>>>>> On Wed, Aug 3, 2022 at 2:52 PM Sara Gill <sara.gill@u7solutions.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Hi Kahl,
>>>>>>>
>>>>>>> Thanks for the update. I'll be able to give this a close look Friday
>>>>>>> and I'll get back to you then
>>>>>>> [image: Sara Gill, Digital Strategist at U7 Solutions]
>>>>>>> <https://www.u7solutions.com/>
>>>>>>>
>>>>>>> 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]
>>>>>>> <https://www.linkedin.com/company/u7solutions> [image: Facebook
>>>>>>> button] <https://www.facebook.com/u7solutions> [image: Email list
>>>>>>> button] <https://www.u7solutions.com/subscribe/>
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Aug 2, 2022 at 5:38 PM Kahl Orr <korr@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi Sara,
>>>>>>>>
>>>>>>>> Thank you for your patience with us here.
>>>>>>>>
>>>>>>>> The business was not interested in proceeding under an ambiguous
>>>>>>>> hourly arrangement for the Content Audit, and we were blocked on GA access
>>>>>>>> to those 9 microsites, so we went ahead and performed the content audit
>>>>>>>> in-house to save weeks on our timeline. We are now working on the Redirect
>>>>>>>> maps for those microsites in-house and will no longer need your help. SEO,
>>>>>>>> "Canadianization" and French translation are being handled in-house now too.
>>>>>>>>
>>>>>>>>
>>>>>>>> However, we are still interested in engaging with U7 to publish
>>>>>>>> content from our completed microsite audit if you are able to provide a
>>>>>>>> proposal for this (now clearly defined!) scope of work.
>>>>>>>>
>>>>>>>> Here are all of the URLs we would like published from the existing
>>>>>>>> microsites into the new TheKey.CA CMS:
>>>>>>>>
>>>>>>>> https://docs.google.com/spreadsheets/d/1UirRIFZj84Jzmm1_DnPn5F4fMr7aBsDrqWowRWMI5Ec/edit?usp=sharing
>>>>>>>>
>>>>>>>> There are 70 URLs, all are public web pages except for 3 PDF's
>>>>>>>> which will need to be converted into traditional articles for the Learning
>>>>>>>> Center.
>>>>>>>>
>>>>>>>>
>>>>>>>> Please let me know if you are still interested in this publishing
>>>>>>>> work, and if so, provide a proposal for us to get approved and begin.
>>>>>>>>
>>>>>>>>
>>>>>>>> Our launch timeline is now tighter than ever and we are still
>>>>>>>> aiming for the beginning of September. With this reduced SOW we are hopeful
>>>>>>>> that your team can get the publishing done in August.
>>>>>>>>
>>>>>>>> I am happy to review this on a call if you would prefer.
>>>>>>>>
>>>>>>>>
>>>>>>>> Thank you for your understanding and talk soon,
>>>>>>>>
>>>>>>>>
>>>>>>>> Kahl Orr
>>>>>>>> * Please note my email has changed: *
>>>>>>>> korr@thekey.com <https://brand.thekey.com/esg/korr@thekey.com>
>>>>>>>> +1-610-507-7863
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Wed, Jul 20, 2022 at 1:57 PM Sara Gill <
>>>>>>>> sara.gill@u7solutions.com> wrote:
>>>>>>>>
>>>>>>>>> Hey Kahl,
>>>>>>>>>
>>>>>>>>> Thanks for the meeting just now. Tim - looping you in so you know
>>>>>>>>> what's going on.
>>>>>>>>>
>>>>>>>>> I explained on our call today that given the launch date of Sept
>>>>>>>>> 2, U7 needs to start auditing asap. We still have 15 hours left in our bank
>>>>>>>>> of hours to start this work and I suggest that we use that next week to get
>>>>>>>>> going. Once we complete the audit, and once Kahl/Cameron provide a complete
>>>>>>>>> list of US pages that will be pushed to CA, we'll be able to know how many
>>>>>>>>> pages and posts need to be reviewed and translated. At that point, I can
>>>>>>>>> give an estimate of time for that work. Quoting in this industry is very
>>>>>>>>> specific and number based.
>>>>>>>>>
>>>>>>>>> Until then, I anticipate needing anywhere between 15 - 30 hours
>>>>>>>>> for the auditing. Scope wise, this may require an extra purchase of 15
>>>>>>>>> hours @ $130/h. I can get back to you next week if you want for a more
>>>>>>>>> accurate confirmation (after I get my feet wet). The process we recommend
>>>>>>>>> is one where we audit all the GA microsite accounts, export the data to
>>>>>>>>> analyze and organize it in a way that allows for a review between us and
>>>>>>>>> The Key. We will need a final sign off on the recommendations before
>>>>>>>>> planning out the page creation and translation.
>>>>>>>>>
>>>>>>>>> Here's a timeline I've quickly fleshed out that just focuses on
>>>>>>>>> how U7 will complete our items in the roadmap
>>>>>>>>> <https://docs.google.com/spreadsheets/d/1KDWDYwJaqNkUQiPIO-TT3uj-qEP7sEs4Xb64OzJGdjM/edit#gid=1048476660>.
>>>>>>>>> NOTE: we need access to GA accounts by Monday at the latest to get started
>>>>>>>>> on the right foot next week. We understand that there are some GA accounts
>>>>>>>>> that will be delayed due to the partnership with the marketing company that
>>>>>>>>> holds access.
>>>>>>>>>
>>>>>>>>> Looking forward to getting started, have a great weekend!
>>>>>>>>>
>>>>>>>>> Weeks left to launch
>>>>>>>>>
>>>>>>>>> U7 Deliverables
>>>>>>>>>
>>>>>>>>> The Key Deliverables
>>>>>>>>>
>>>>>>>>> July 18 - 22
>>>>>>>>>
>>>>>>>>> Review the project roadmap and identify questions and roadblocks
>>>>>>>>> to scope
>>>>>>>>>
>>>>>>>>> Provide marketing@u7solutions.com access to the GA accounts
>>>>>>>>>
>>>>>>>>> July 25 - 29
>>>>>>>>>
>>>>>>>>> Start the content audit for the website’s we have GA access to
>>>>>>>>>
>>>>>>>>> Meet with Kahl/Phil Friday to show them the content audit results
>>>>>>>>> for the site’s we had GA access to
>>>>>>>>>
>>>>>>>>> Provide u7 access to any missing GA accounts + the finalized list
>>>>>>>>> of US web pages that will be published to the Canadian site
>>>>>>>>>
>>>>>>>>> August 1 - 5
>>>>>>>>>
>>>>>>>>> Continue content audit for the rest of the sites as we gain GA
>>>>>>>>> access + finalize the URL mapping strategy
>>>>>>>>>
>>>>>>>>> Meet with U7 to review audit results and provide input on the
>>>>>>>>> strategy
>>>>>>>>>
>>>>>>>>> August 8 - 12
>>>>>>>>>
>>>>>>>>> Provide an estimate to complete the content updates and
>>>>>>>>> translations for pages/posts + start the work asap
>>>>>>>>>
>>>>>>>>> Review estimate/quote and give feedback
>>>>>>>>>
>>>>>>>>> August 15 - 19
>>>>>>>>>
>>>>>>>>> Complete content updates/translation of pages/posts
>>>>>>>>>
>>>>>>>>> Review the work
>>>>>>>>>
>>>>>>>>> August 22 - 26
>>>>>>>>>
>>>>>>>>> Complete any final edits based on feedback or outstanding work
>>>>>>>>>
>>>>>>>>> tbd
>>>>>>>>>
>>>>>>>>> August 29 - Sept 2
>>>>>>>>>
>>>>>>>>> Coordinate with the key for the launch of the site and ensure all
>>>>>>>>> SEO items are executed
>>>>>>>>>
>>>>>>>>> tbd
>>>>>>>>>
>>>>>>>>> Sept 5 - 9
>>>>>>>>>
>>>>>>>>> Live + final updates where needed
>>>>>>>>>
>>>>>>>>> tbd
>>>>>>>>>
>>>>>>>>> [image: Sara Gill, Digital Strategist at U7 Solutions]
>>>>>>>>> <https://www.u7solutions.com/>
>>>>>>>>>
>>>>>>>>> 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]
>>>>>>>>> <https://www.linkedin.com/company/u7solutions> [image: Facebook
>>>>>>>>> button] <https://www.facebook.com/u7solutions> [image: Email list
>>>>>>>>> button] <https://www.u7solutions.com/subscribe/>
>>>>>>>>>
>>>>>>>>