Meet with Melissa at Xcelerate and see when the API will be developed

All Reports on the Development Plan (Priority 2) is completed.

Deliver a documented and leadership-approved long-term product vision for Pocomos and Pronexis, and prioritize the top 3 cross-platform initiatives.

Review the Pocomos and Pronexis development plans and then pain points MoShield is experiencing.

FSBS - Data Gathering/Availability of New Report Custom fields with Lead Gen Vendors

Automate or push manual Minimum Royalty checks to Tech Support

Catherine is working on this with Elizabeth. Weekly updates have been automated to update hourly. Working on automations for tracking check payments.

MoShield - Email/SMS Nurturing Scoping (Pocomos)

*10/29*



# Dev needs to be hired - Budget is approved and now *Scott* and *Lance* are going to hire the new dev. *✅ Done*

# *Tyson, Shannen and Jessica* need to make a decision between Klavyio or SendGrid email platforms and communicate to the group *by Tuesday 10/28. ✅ Done. Klavyio was selected.*

# *Jessica* to send a flow chart of the automations to Pocomos and classification of it (lead, customer) and the data needed for each. *✅ Done and sent to Pocomos on 10/29.*

# *Lance*  to adjust SoW merging Copper Rock SoW and adjust for the recent changes on direction and send to *Shane*. *✅ Done*

# *Scott* and *Lance* to send Project Timeline (provided we make a decision of the platform until 10/28). *✅ Done. Pocomos confirmed December 31st timeline.*

# *Shane* signs SoW after timeline is shared and agreed upon. *✅ Done. Shane confirmed the SoW was signed.*

# *Tyson* and *Shannen* establishes contract with email platform vendor. *⚠️ Shannen is working with Luke on account set up and pricing to finalize.*

# *Pocomos* starts foundational work for customer statues, trigger and api work for the platform selected *⚠️ We sent an email connecting MoShield team, Pocomos, Klavyio and Copper Rock so they can sync time for a call.*

# *Pocomos* start working with *Jessica* and Email platform vendor team on building API Integration and automations on platform. *⛔️ Pending*

# *Jessica* and *Pocomos* work on testing out the workflow, dynamically populating tags.*⛔️ Pending*

# Phase 1 is live.*⛔️ Pending*

Shane: Google form created to add new leads to the sheet for testing. The form was shared with the team. Waiting feedback and then will work to get the leads we want to outreach to added.

*11/05*

We are now just waiting Service Minder to load the data on the system in bulk for us. I followed up 11/04, to which SM replied they have several requests on the queue and currently no ETA to completion yet.

We are currently waiting on SM confirmation to notify Consumer Fusion we are live with the new logic and mark this as complete.

*09/19*

Jon is currently working with Shane on prioritizing this task and gathering the next steps as there will be the need to understand the work that was being done by Benjamin before he left so we can re-start this project.

National Accounts Website to Pronexis Integration (NA Customers service request)

Email parser has been completed and leads are getting to Pronexis.
Jessica and Liahona are now working on adding ServiceMinder credentials for all Bio-One locations. Should be completed on Monday.

*11/05*

Big Red Jelly reached out to us, with concerns on lack of requests on this project. We shared that internally we had a conversation with Lauren regarding the need of accounting to sync with FSBS Ops and create a process for Users and Orders to ensure they are synced. There is some worry regarding lack of engagement from FSBS Ops.

Lauren held a call with Nick, which she said was positive. She told that she needs to draft a communication to the team regarding what was talked. I followed up with Lauren on two instances about this email, but we haven’t received that yet. We are currently waiting to hear back from accounting on next steps.

I had a conversation with Shane regarding the concerns we have with the store and the challenges, which he mentioned he would talk to Steve about it and his vision of the priority of this project.

MoShield - Shopping cart optimized and on all local sites / Ecommerce refined and launched for all locations

*11/03*
We held our first call with Outcode on this project. The highlights were:


# *Video Triage*

Diego is reviewing videos to triage which ones his specialist team should analyze. I clarified that while we may provide occasional examples, identifying relevant videos is part of their expected scope (not ours). I also suggested that the specialists themselves handle the triage, since they likely have better context and insights.

*2) Analytics Tracking*
The analytics team added new conversion events (form submit, thank-you page, phone click) to improve data collection. I encouraged them to consider tracking additional actions such as “Find Location” and service button clicks for more granular insight but left that decision to their discretion

*3) Next Steps*
We expect to receive an update next week on the analytics dashboard with the first bit of data and also the start of their UX audit / user analysis part.