Best practices for Working With Outsourced Writers

There comes a time in every business’s life when it realizes it can’t get everything done by itself. Hiring more help may be a solution, but what if the job is smaller, or it’s a one-off project, like writing a white paper or snapping a few pictures? The solution is of course to hire a freelance writer or designer, though for some reason this is never as easy as it sounds.

Outsourced assignments go wrong so spectacularly and with such regularity that some professionals swear them off entirely. It doesn’t have to be this way, of course. If you want to outsource creative work and get great results, here’s a collection of tips that should smooth the path for you considerably.

Don’t Treat Freelancers Like Cattle

By definition, freelancers aren’t part of your company, so it is understandable that some managers may tend to treat them as complete outsiders. That’s a mistake, says Katie Mayberry, a principal at Spyglass Digital, an online marketing firm. “You can’t say, ‘Do this now!’” she says. “You have to explain the goals, the vision, get their buy-in, then agree on the priorities, and then jointly agree on what we are doing when. What they are working on has to be something that they believe in, that they like to do, and that they understand the value of.” In other words, freelancers don’t have to buy completely in to your corporate culture and understand the minutiae of your company’s values, but if you want to get the best results from an outsider, they do need to have some sort of stake in the project. “I’ve also been known to send out end-of-year bonuses to our freelancers who consistently do a great job,” says Brian Jensen, CEO of online marketing agency Congruent Digital.

Mind the Language Barrier

It can be tempting to farm work out overseas, where rates can often be dramatically lower, but tread lightly, for when it comes to creative work, language barriers can be insurmountable. “One of the biggest problems I have experienced when hiring freelancers from different countries is endless communication misunderstandings and very poor results from the projects they complete,” says Peter Geisheker, CEO of The Geisheker Group, a digital marketing agency. “These misunderstandings are based both on language misunderstandings and on cultural misunderstandings. A person from India may speak English, but they speak a far different style of English than a person from the U.S. or Canada speaks. They use words and grammar styles that U.S. writers would never use, and that I personally find very awkward and difficult to read. Then you have to spend countless hours rewriting their documents so they read correctly to how people speak in your country.” Do you want to trust your brand’s messaging to someone who doesn’t really know the local patois?

Get a Statement of Work in Writing

“Get it in writing” may sound like obvious advice, but far too often freelancers get assignments based on a quick email or a phone call from a busy manager, with no formal contract in place. A written “statement of work” is standard with freelancer arrangements, but it doesn’t have to be an overwhelming legal document. Just ensure it covers the basics: For a writing assignment, include the details of the piece, the word count, the deadline, and financial details including payment terms and any kill fee offered. Don’t want to spend the time to write it up? It’s common to simply ask the freelancer to prepare the statement of work for you to review. Sign off only when you’re both in agreement on the terms – then hold the freelancer to them.

Be Clear, But Don’t Smother

Nothing will get a freelance project off to a better start than if the contractor clearly outlines expectations up front. Who is the audience for the project? What colors and fonts are OK in a design document? How many approvals will need to take place for the project, and in what time frame? These types of questions can be covered in a statement of work, or provided separately in a kick-off call. Don’t wait for the freelancer to ask. Provide any needed details up front. At the same time, avoid the urge to dump every scrap of your company’s style guide on a brand new writer or designer. Nothing will hit the trash faster than a 200-page document that provides the answer to every conceivable question regarding the placement of your logo or the size of a font on the page. Rather than overwhelming a writer with a lot of useless and arcane rules, consider digesting the most critical ones into a smaller, streamlined document. Any issues that slip through the first draft will likely be minor and easily corrected.

Let Freelancers Speak Directly to Clients

It’s common for companies that hire freelancers as subcontractors for their own contract work to try to shield the freelancer and the ultimate client from one another. The rationale is varied, but typical arguments are that the company doesn’t want to be seen as a mere middleman that can’t do the work it was hired to do, as well as the related fear that the ultimate client will simply hire the freelancer directly the next time. For the most part, these fears are misplaced. Everyone is well aware of the realities of variable working arrangements in today’s world, and freelancers rarely have an interest in biting the hand that feeds them. (If this is a major concern, work up a noncompete agreement with your attorney.) Besides, says Jensen, you’ll get better results if the freelancer works directly with the client. “I’ve found that providing our freelancers with the opportunity to speak directly with the client can improve overall quality and save everyone time and money,” he says.

Understand Legal Minutiae, Particularly Copyright

One of the key aspects of any freelance contract surrounds ownership of the finished product. Just because you are paying a writer to create a document for you doesn’t mean you own it when it’s done. You’ll need to clarify in writing who owns the copyright, whether the creator can reuse the work later, and if there are any time restrictions on that reuse. Most outsourcing jobs are specified as work for hire, where the contractor takes complete control of the finished product and the freelancer no longer has any rights to it at all – though this is not always the case, and a few freelancers won’t sign work for hire deals, particularly if the pay rate is low. “At a minimum a discussion needs to be had about the scope of any license to use the image or text,” says attorney Kenneth L. Kunkle, “but if ownership of the image or text is the objective, a written agreement is a must to properly secure rights. Not everyone has the same idea of what the terms of the arrangements are, so having the tough discussion early is far better than having an even harder discussion later.”

Create Milestones to Ensure Timeliness

Freelancers need motivation the same as regular employees. While it’s bad form to smother them with constant check-ins, periodic updates are a good idea. “I create milestones for blog posts and such: Outline, Round of Edits, Submission for Review, and Completion. These milestones help keep both the freelancer and myself organized and on the same page. I even create calendar invites as a reminder for both the blogger and myself,” says Laura Vieira, marketing associate at FortheChef, a culinary site.

Consider a Flat Fee

It’s typical to pay an hourly rate for freelance work, but, let’s be honest, not every freelancer keeps meticulous track of his hours, and overbilling is common. Since a freelancer is almost always working remotely, there’s really no way to check up on the amount of time legitimately spent on your project. The easiest solution is to create a flat fee and simply pay on a project basis. “Make sure that you’re billed for results rather than just hours,” says Brandon Seymour, CEO of Beymour Consulting. “One of the biggest scams I see with outsourcing companies is that they take advantage of clients by sending a bunch of reports and checklists of tasks completed, without showing any real proof that their efforts are providing a positive ROI. If you’re hiring a freelance consultant to supplement your marketing efforts, you should set clearly defined goals to make sure you’re not wasting your money.”

Pay on Time

“The biggest concern for any freelancer is getting paid for their work,” says Kristian Rivera, a digital marketing specialist at Fit Small Business. “Don’t keep your freelancers waiting for payment or wondering when they will be getting paid or if they will get paid. The more transparency there is and the quicker you pay them for their services, the better your relationship will be.” You wouldn’t keep your rank and file employees wondering when their paychecks will arrive, so give your contractors the same courtesy and pay according to the terms of your agreement. If you know your accounting department takes forever to pay bills, state a 90-day payment period in the contract; freelancers will be far more forgiving if they know up front that payment will be slow.

Remember You Get What You Pay For

Websites like Upwork and Freelancer.com are stuffed with people looking for freelancers… but only willing to pay rock bottom rates for the work. $10 for a thousand-word story? What kind of quality are you expecting at a rate of a penny per word? A cut-and-paste job from Wikipedia is probably your best possible outcome. A stream of outright gibberish is sadly more common. Listen, I know you don’t want to blow a lot of money on freelance work – otherwise you’d hire someone to do it full time – but remember that a quality finished product is going to take time, skill, and expertise to complete, and a quality freelancer is going to charge rates that are commensurate with those factors. To put it another way: Published material like a blog post or an opening photograph are the public face of your company, and these represent the first thing many potential customers will see when they first encounter you. How much is that first impression worth?

 

 


At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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About the Author: Christopher Null is an award-winning business and technology journalist. His work frequently appears on Wired, PC World, and TechBeacon. Follow him on Twitter @christophernull.

On the go and need to view a few links? Insightly’s app has you covered

When you need to view key info when you’re on the go, your CRM app should make it easy. With the latest version of the Insightly app (version 3.18), you can now add links to your text fields and open them within the app. So, you’ll never get sidetracked by opening another app when you’re preparing for meeting with clients or customers. And, the best news of all is that these improvements are available on BOTH our iOS and Android apps. The screenshots below showcase these improvements best.

With version 3.18 of Insightly’s app, you can now:

  • Rich text editing. Users can bold, italic and, more important, add links in text fields such as description.
  • Sorting. Users can sort ascending or descending on a number of fields when they filter their records
  • In-app browsing. Users can easily view any URL without leaving the app.
  • Add and edit email tags. Users can now tag emails or edit existing email tags from the app.

If you want these improvements, make sure that you update your app to the most recent version (3.18). And, best of all, Insightly apps are completely free and available on all plans – including the free plan. You can download the iOS app here and the Android app here.

And, if you don’t have an Insightly account, sign up for a free account today!

5 Tools Your Nonprofit Needs to Thrive in 2017

Are you ready to make 2017 your best fundraising year ever? Want to reach more people, target a wider base of donors and get your message heard far and wide?

Nonprofits face growing challenges–limited government funding and corporate sponsorship, a widening pool of competition, and higher needs among underserved populations make the work of nonprofits seem ever more difficult. Over the past few years many nonprofits have found that, in order to reach their goals they have to stop thinking like for-profits (although, it doesn’t hurt to incorporate a few of their best practices) and start playing up their unique strengths.

Nonprofits are the do-gooders and the changers in the world. Their impact stories touch hearts and change lives. Different than selling cars, insurance, or widgets, nonprofit don’t sell anything tangible. Instead, they give others the opportunity to make a difference. They help people pool together their money toward furthering a cause.

Even in a challenging landscape and with large goals, nonprofits have access to many tools at their disposal to help them be successful. Most nonprofits require gifts management system, the ability to send letters, a calendar to track grant deadlines, and the ability to process proposals.

As we move toward a more mobile-friendly society, nonprofits need to keep up with competition, so their voices can be heard and they can reach their supporters. Building on community connections, stewardship and “friendraising” is just as important as fundraising when it comes to furthering their cause.

Donors will shy away from hard-to-navigate websites. One of the primary goals of any nonprofit should be making donating as easy as possible.

So what are some of the top tool your nonprofit needs to thrive in 2017?

  1. A CRM

If you’re still relying on spreadsheets to track your contacts, potential donors and community connections, it’s time to move forward! Adopting a CRM can seem daunting, especially when staff time is limited, but using a product like Insightly is simple, easy and intuitive. Once your employees see how they can share information, integrate with existing programs they already use and generally simplify their lives, they will be on board.

A CRM helps you steward your donors and keep track of all of the connections you’ve worked so hard to build. No more will contact information laps or slip through the cracks. No more will you be embarrassed because you forgot some key information about an important contact. You will be able to manage all of the information simply, easily and in one place.

  1. Mobile Fundraising Tools

Donors are become increasingly comfortable with mobile giving. There are a number of options you can use to help simplify donations, even allowing donors to “text” in their gift or receive updates and alerts from your organization.

At the minimum, mobile-optimization of your website is critical, and your donation button needs to be front and center. If donors can’t find out how to support you, they will look for another cause to take their gift. Make it easy for them by offering online giving options, donations through Paypal, or using crowdfunding platforms like GoFundMe and Donorschoose to encourage support. Don’t forget to set up a wish list for donors who prefer to give in-kind rather than money.

  1. Video

Video is a game-changer for nonprofits. With all charitable organizations it’s about the story, the message and capturing the impact of support on your populations. Your story is vital to your cause. If you’re using tools to help you do more good, and spend less time on administration, you should use that time to learn and work on your video and media presence.

Video enables you to share your story in an eye-catching way that connects with your volunteers and supporters in a way that other forms of media just can’t do. You don’t need to spend on fancy equipment, as many tablets and phones now offer video capabilities on par. Still, spending some time to learn software editing options and understanding how to shoot and compose quick video and share it with an audience can be a huge boost for nonprofits.

  1. Social Media

Social media is still critical for nonprofits, and so many just don’t have the time to keep up! Optimize social media for donor stewardship and to share your message with your target audience. Social media can be a great tool to share the stories of your volunteers, network with others who might need your vital services, and of course, connect with supporters.

One of the keys to managing social media is to only bite off as much as you can manage–you don’t need to have Twitter, Facebook, Instagram, Snapchat and LinkedIn. Pick one or two platforms, your staff is most comfortable with and you feel connects with your target audience. Then stay consistent with your posting. Responsiveness is critical (the “social” part of social media), so make social media a priority but keep it manageable.

  1. Design Software

Design is important when it comes to grant proposals and logic models. When a foundation or funder has tons of proposals to sort through, having an eye-catching piece can really make your proposal stand out. Having consistent branding and following best practices can help give your organization an identity that will resonate with your target audience.

You don’t have to be a graphic designer or spend major dollars on hiring someone with professional design skills. Many programs can be accessed only for free or very little cost. Canva, PicMonkey and other design programs help take your proposal and look from “basic” to “standout”. Use design elements to beautify your marketing materials, your website and for graphics you share on social media.

With a few simple and cost-effective tools, you can ensure that your nonprofit will have the best year ever in 2017. Use a few smart strategies to stretch your time and software investments and enable your staff to really succeed in a polished and professional market. You do great work–use helpers to work smarter, not harder.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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An Overview of Small Business Loans

Small business owners have many options open to them today. However, they no longer can depend on embracing the traditional path. It is quite impossible for most small businesses to get a bank loan. If statistics were to be believed more than 80 percent of the small business entrepreneurs have been denied loans from the banks. The good news is that a multitude of small business lenders has come up to take the place of the traditional banks. But it is important to know which lender is your best option. If you are looking for a business loan in the current year, identifying the right lender and determining the best type of loan could be a pretty complicated and confusing process. The very first step towards choosing a business loan would be answering a few critical questions that would help put you on the right track. What is the exact amount you need? Why do you need the money? When do you need the money? Is there urgency? When do you intend to repay the loan? Since when are you in this

Read the full article at: iconshots.com

How to Feed the Buzz Machine

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on using Insightly CRM, a tip on improving your sales, and a tip on improving your life. Enjoy this week’s tips!

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Create New Leads Simply by Scanning Business Cards

Networking events, trade shows, and expos have one thing in common: they’re particularly good at filling your briefcase with dozens of new business cards. In fact, if you’ve attended an event in the last few months, there’s a decent chance that you still have a few cards to organize.

For a busy professional like you, manually sorting and keying in prospect data isn’t high on your priority list (as evidenced by your jam-packed briefcase).

Luckily, if you’re on a paid Insightly account, there’s a nifty feature that you need in your life. Insightly allows you to scan business cards, thereby creating a lead or contact record. Here’s how it works.

  1. Launch the Insightly mobile app.
  2. From the app’s menu, tap “contacts” or “leads” (in this example, we’ll imagine that you’re adding a new lead).
  3. Tap the “+” symbol and select “scan business cards.”
  4. Your camera will launch, allowing you to take a photo of the card’s front side.
  5. Once you’re satisfied with the photo, click “next” to continue.
  6. Add additional details and adjust the record’s settings.

  1. To finish, hit “save.”

Once your card is successfully transcribed and added as a new record, you’ll receive an email from Insightly. Goodbye manual data entry!

 

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Drive More Buzz to Your Booth

Most companies attend at least one trade show per year. It could be a small event in your community, or it could be a highly anticipated expo in Las Vegas. Regardless of the event’s size, prudent companies take pre-event action to create buzz.

What are some tactics for driving buzz at your booth? Here are a few ideas:

Booth offers: Pens and folders are fine, but what can you give away that your audience will love? An exclusive free trial? A really wacky gift that your competitors would never dream of? You might even consider hosting a drawing (just be sure to play by the rules).

Free tickets: Some event organizers will provide exhibitors with a limited number of tickets to distribute. Take full advantage of this opportunity. With ever-increasing attendance fees, your customers might really appreciate free admission.

Targeted email blasts: A tasteful blast can go a long way to stir up buzz. If you’re attending a show in Indiana, sending an announcement to all Hoosier business owners (and possibly those in surrounding states) could work nicely. This can be especially effective when combined with the aforementioned offers.

Email signature lines: Think about how many emails your team sends each day. Why not use the real estate in your signature lines to promote an upcoming event? Be sure to point out your booth number and link to an informational page. Example:

Stop by our booth 100 at CRM2017. Click here for free tickets (Note: This is a fictional event).

 

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Don’t Skimp on Your Shoes (& Other Convention Tips)

Trade shows might be good for your bottom line, but they’re probably not great for your health. Sure, you do get a lot of steps in, pacing from one exhibit to the next. Unfortunately, the floor is hard, the lighting is bad, and the food – well, let’s just say baked salmon isn’t on the menu.

How can you have an event that’s both beneficial for your business and body? Here are a few simple ideas.

  • Don’t skimp on your shoes – Seriously, you’re going to be on your feet for at least ten hours a day. You want something professional, yet comfortable. Something that cushions, yet has a thick and sturdy sole.
  • Invest in the extra-thick floor padding – If you’re exhibiting at a larger event, you usually have an upgraded floor pad option. Do it, your joints will thank you later.
  • Avoid the snack bar – Many convention halls also host concerts, sporting events, and monster truck festivals. The food options can, therefore, be less than desirable (unless you’re hosting a private buffet for clients, which gets pricey). Eat breakfast and supper outside of show hours and bring a healthy lunch for midday.
  • Go outside – A breath of fresh air can be exactly what you need. Your eyes will also appreciate a break from the sterile fluorescent lighting!

Make your next conference the best one yet. Spend time designing a plan that shows off the best version of yourself!

Develop a Post-Event Sales Strategy

Despite your best efforts, trade show leads are usually the most expensive to acquire. Think about it – there’s a lot of cost that goes into exhibiting: exhibitor fees, travel expenses, hotel rooms and food, promotional items, and the value of your (and your staff’s) time.

After the dust settles from an event, the real work truly begins. You need a post-event sales strategy to deliver return on investment. Here are a few suggestions to consider:

  1. Develop a process for getting all lead information into your CRM. Using a business card scanning tool can expedite this process. You should also try to tag or categorize leads by the specific event.
  2. Once the leads are in your CRM, make sure each one has an assigned lead rating. This can help you prioritize your next steps, rather than staring at an endless list of newly created lead records.
  3. Draft an action-oriented follow-up email that can go out to your prioritized leads. Whether you use a prebuilt CRM email template or you allow your sales reps to craft their own messages, following up within a week of the event is crucial.
  4. For those leads that do not engage as a result of the initial email, follow-up calls may be appropriate. An activity set is also helpful for keeping your sales team on track.
  5. As leads convert (or fall out of the pipeline), circle back and estimate the effectiveness of your efforts. Did the event result in new business?

 

 


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About the author: Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.

How to Keep Your Employees’ Skills Fresh

 

Are your employees reaching their full potential? Is your office running at max capacity, using the latest tools and technology at your disposal?

Chances are, even in the most efficient and tech-savvy offices, there is still room for improvement. Chance are also, it’s not the fault of your employees!

Small business owners often require their staff to wear several different hats. They run on shoe-string budgets. Whether it’s a startup or a mom-and-pop company, time is precious. Employees need to be efficient, flexible and willing to roll with new tasks and challenges.

So the question is, as a small business owner, are you keeping your employee’s skills fresh? Are you giving them the opportunity to really shine? Are they using skills they are naturally suited for, and successfully tackling new technology?

No matter the industry there are a few ways you can keep your employee’s skills fresh and up-to-date.

 

1.Train them on SEO Basics

SEO–Search Engine Optimization is becoming a basic skill on the small business front. What it means in the simplest language is “wording content so Google can find your company’s site”.

There are many people out there who will offer to “optimize” your site, one-time for you for a big fee. While you might need some expertise and help to get started, having internal help going forward can save you time, energy and stress, especially if you’re regularly adding dynamic content to your website.

Google’s (and other search engines) web crawlers and search tactics are always adapting and changing. SEO isn’t a one-time fix. Content can be boosted by current events, by news, and as the face of business changes. Training your employees on the basics will help them keep your company’s content on the forefront of web-searches (and make sure your customers can find you!).

 

2. Foster Web Development Skills

Similar to SEO basics, web development skills can mean the difference between outsourcing simple updates and being able to quickly resolve things in-house. In the long run having some basic web-development skills will help your employees feel more ownership over your site and better connect with your customers. This is particularly important for eCommerce businesses.

Your employees don’t have to be fluent in HTML or know how to build a website from scratch, but giving them a chance to learn basic updating skills can help your company stay on top of concerns, troubleshoot and quickly create content when the need arises.

Many employees can quickly learn the basics with online-tutorials and classes. You can also find one-on-one trainers to spend a day of professional development training your office with the basics. As a small business owner, you should also have a handle on how to develop your web presence.

 

3. Encourage Social Media Savvy

Most employees are familiar with social media from a personal perspective, and it’s easy to become complacent or assume they already understand everything about social media for business (a different beast). Encourage your employees to read industry-specific publications, sign up for webinars and training and become familiar with social media best practices that apply to your office.

Social media is a way to connect with your customers and engage with potential customers and your community. It’s imperative that you present a professional front that’s in-line with your brand and voice. Having a rogue post on social media, or unprofessional posts can really frighten customers away and even offend them.

Encourage employees to follow a simple social media protocol when it comes to engaging with customers. Have strong branding guidelines, and a grasp of your target audience will help employees stay on the same page when it comes to updating your social media and connecting with customers and clients.

 

4. Familiarize them with Software

So you have a CRM, billing and invoicing software, communications tools like MailChimp, calendar programs, scheduling, project and task-management systems. Great! How many of your employees actually know how to use all of the software tools at their disposal?

Chance are, your employees aren’t using your software to full capacity, and you’re losing out on time and productivity in the process. You can learn more about your CRM by visiting Insightly Help Center for a full list of training videos and webinars. Many of your company’s software providers will offer support and assistance.

While training your employees on the full-range and capacity of your software programs seems like a time-consuming endeavor, it can really boost your office efficiency. Your employees will feel confident and may even come up with great new solution and ways to solve problems.

 

5. Make Training Fun and Relevant

We’ve all sat through training that was boring and less-than-inspiring. Rather than forcing employees to snooze through another training session, encourage them to get involved with hands-on-learning and find fun, and creative ways to make training exciting.

Webinars, and videos are often more engaging than lectures, and employees can learn at their own pace as it aligns with their schedule. If you have to do in-depth training, offer breaks, snacks, and chances for your employees to get up move around and have some fun.

Make up incentives and challenges to help your employees feel enthusiastic about their training. Give them a chance to share their knowledge with other employees and take ownership of their new found skills.

 

6. Help Them Find Their Niche

Not every person is good at learning every new skill. Your salespeople might be wonderful at connecting with customers, but learning about SEO and web design might bore them to tears. Analytic employees might love to build information and add tags, fields and categories in your CRM, but might not enjoy social media.

Find the natural aptitudes of your employee base. In a small office, you all might have to tackle some jobs that are challenging or uncomfortable, but you should be able find the best fit for every task.

Play on strengths and discover what your employees feel enthused about. Rather than trying to fit a square peg in a round hole, let your employees guide you toward the things they really enjoy and feel good doing. When they are working on tasks they enjoy, they will bring their best work to the table.

Even small business owners can find the time to build up skills and keep your employees’ skills fresh. You don’t have to have a huge training budget or massive amounts of time. Use the tools at your disposal and find ways to help your team shine!

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

Share love, share Insightly: Refer Insightly, Receive a Reward.

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