REQUEST TYPE

* SLA

PROGRAM OWNER DELIVERABLES

MARKETING OPS DELIVERABLES

Strategy:

• Scoping Meeting or Technology Integration

3 days

Request must include:

• Initiative’s business impact
• Program Goals
• Dependencies on other teams
• Goal for Deadline

Deliverable will include:

• Estimated Timeframe for Completion
• Guidance on roles and responsibilities
• Guidance on Enablement Resources 
• Meeting setup if more details are required 

Program Build & Review:

• Single Email
• Webinar
• Demo
• Content Resource
• SMS

3-4 days before go-live/1st email send.

• Program Launch Checklist Items Completed
• Send times/dates/time zones are provided 
• Email sender details (name and email addresses)
• Program is documented with owner’s name in the Program Creation Template
• Program Guides Followed for detailed instructions on how to use the template 

• All aspects of program are reviewed, tested, and approved. 
• Edits are sent to Program Owner who is responsible to complete within 24 hrs. of go live
• Notify program owner that program is approved and ready to turn on (program owner’s responsibility)
• Standard Program Performance Report included

Build: 

• Nurture
• Complex Email Series

4 weeks before go-live.

• Nurture Framework doc completed
• Strategy Meeting Required (3 days)
• Desired nurture flow
• General audience criteria
• Emails are edited, tested in both plain text & HTML format and are using the brand approved templates 

• Nurture Program fully built, tested and reviewed.
• Emails sent to Program Owner for editing.  
• Program Launch Checklist Items Completed 
• Program is turned on & send cadence is set
• Standard Performance Report Included 

Something Else:

 Not included above 

(Direct mail, video campaign etc.) 

3 days

• Follow the steps above in the strategy meeting and we’ll work together to scope it out in our monthly Marketing Ops sprints. 

• Estimated Timeframe & plan of attack