Generating the Siteimprove Sample Report

1. Login to the Siteimprove Dashboard

2. Click "Settings" on the left

3. Click "Reports" on the left

4. Run the "Pass-off Quality Assurance Sample Report"

5. Choose all pages and export to PDF

Site Improve Introduction Email Template (updated on Jan 17,2018)

Notes:

1. Replace highlighted text 

2. Add agency@siteimprove.com to the cc: which will prompt Siteimprove to reach out to the client.

3. Add MLind@visioninterent.com to the bcc: which will prompt Martin to register the referral with Siteimprove.

4. The subject line should be: Introduction to Siteimprove

5. If the client does not have any interest in site improve, they must Reply All in order to not be followed up with by Site improve, notifying everyone that they are not interested.

Template:

Hi <CLIENT FIRST NAME>,

As a Vision client, we want you to have the best tools possible to control your digital presence.  Our clients have found that Siteimprove is the market leader in web governance and accessibility reporting.  As a matter of fact, we use their platform during our web development QA process.  To give you a sense of what they offer, I have attached a report for your team to use to fix broken links and misspellings. 

We have found that their platform provides several benefits, including helping you to:

- develop a clear understanding of accessibility compliance issues that may affect your visitors

- view how your customers engage with your website using Behavior Maps

- find broken links and misspelled words that detract from a positive user experience

- report on content that runs counter to your website policies (e.g., web pages written too technically, phone numbers formatted incorrectly, etc.)

If you are ready, just contact agency@siteimprove.com and a representative from Siteimprove will set up a time to provide you a personalized demo of the Siteimprove Intelligence Platform.  If we don’t hear from you in the next few days, a representative from Siteimprove will reach out to confirm this message was received.

<Project Manager Name>