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Thread: Best Practices For Transitioning Client Away From Yext

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    Best Practices For Transitioning Client Away From Yext

    I have a client who is using another marketing firm that in turn has used Yext for local citations. My assumption is that once they cancel their service with the old marketing firm, their Yext account will be cancelled (if not immediately than at the end of the anniversary), and that they will both lose some citations as well as having citations revert back to pre-Yext status.

    With that in mind, what's the best way of transitioning someone away from Yext to using a manual citation building process or perhaps a hybrid using something like Moz Local in conjunction with manual citations?


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    Re: Best Practices For Transitioning Client Away From Yext

    Lloyd,

    The first thing I would do is make sure that you get control of the clients listings on the Major Data Aggregators. MozLocal is a great tool to accomplish this.

    If the client has NAP Issues I would do some manual work to take care of those ASAP.

    If there are no NAP issues, you will probably be fine to simply let the Data Aggregators do their work. All the listings that Yext had a lock on should still exist, they just won't be 100% filled out with all the additional details.
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    Re: Best Practices For Transitioning Client Away From Yext

    Something else to remember is, if the listing was incorrect when Yext took over the listing it will revert back to the incorrect info.

    So you will need to keep an eye on the listing and make corrections where needed.
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    Re: Best Practices For Transitioning Client Away From Yext

    Thanks all, great feedback Colan and ridgerunner.

    I pinged my contact at Yext to see if he's in town and might have a chance to explain in a little more detail how this works or see if he has recommendations. He's really knowledgeable!
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    Re: Best Practices For Transitioning Client Away From Yext

    I'm going through this now as well. However, my client gave me the option to renew the subscription if it makes more sense. I don't like being "under the thumb" of a platform like Yext, but is it worth it to break away?
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    Re: Best Practices For Transitioning Client Away From Yext

    I think that's an excellent question where the answer should be both short and long term.

    Meaning, if a client has been using Yext, should we possibly maintain that service at least temporarily while we're creating a long-term strategy?

    I'd love to hear from Darren (which we could tag people) and invite him to offer an opinion. I clearly favor a service like Whitespark to Yext but if the client already has Yext perhaps there could be some additional complications.
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    Re: Best Practices For Transitioning Client Away From Yext

    Quote Originally Posted by lloyds View Post
    I'd love to hear from Darren (which we could tag people) and invite him to offer an opinion. I clearly favor a service like Whitespark to Yext but if the client already has Yext perhaps there could be some additional complications.
    Darren subscribes to this citation forum so I think he'll see this and stop by. If not give me a nudge and I can email him and Nyag too.

    I emailed Yext and they'll be by later with info as well.
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    Scott Rawlins (08-25-2014)

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    Re: Best Practices For Transitioning Client Away From Yext

    I would also add that it may depend on what the client's NAP situation was prior to going into Yext.

    If there were a lot of bad NAP data and/or a lot of duplicates, and those were all cleaned up using Yext, I would say keeping Yext in play would be a good thing. Yext suppresses duplicate listings and if that goes away, those duplicates would "be free" again. Also, on some big citation sites, Yext is the only way to access them for changes, so if there were original errors, they could come back.

    If the client's data was pretty clean though, it probably wouldn't hurt much to move away and take over all the listings manually (and with the help of the aggregators).

    If you want to keep using Yext, you can have them cancel with current seller, and re-list them in their own account (if you don't have one) and then manage the listings inside their own Yext account. At least that way you (your client) would be in control.
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    Re: Best Practices For Transitioning Client Away From Yext

    Thanks Greg. That's certainly a great suggestion.

    With one slight issue . . .

    If it's a new client, no way to know what their citations and NAP looked like pre-Yext.

    This may be the case of once in Yext, always in Yext. Not sure. I would definitely make sure the client understood the risks of cancelling Yext and what could happen (and I do understand this isn't something that Yext does, it's up to the individual sites).


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    Re: Best Practices For Transitioning Client Away From Yext

    yes, once you cancel Yext all the citations revert back to what they were prior to Yext. There are a handful of sites that either won't let you claim their listing or will force you to pay, so it's not really possible to get all the same citations. Do what others have suggested and get to the major data aggregates first thing (start that now). Then you'll want to prioritize the sites that show up highest in the SERPs (yelp, yellowpages, superpages, etc).

    You'll want to claim listings manually if you're not using Yext to make sure you have photos and business descriptions to make the profiles look good. That will give you the best chance to convert/get someone to actually call or visit the website from one of those profiles.
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