Next Steps

  • May 12, 2021

Here is a summary of the steps needed to ensure we start on the right foot.

  • Agreement is signed.
  • Client reviews this On-boarding packet.
  • Client Provide materials detailed in the packet.
  • Arrange an on-boarding call to discuss:
    1. Messaging (Calls-to-action)
    2. Dos and don’ts
    3. the materials provided by the client.
    4. Your programs services
    5. Any disclaimers that need to be used in your marketing materials
  • Client integrates LGM personnel with their donation platform and ensures all necessary features are operable.
  • LGM starts working on creative.
  • Client reviews creative and edits are made until the client provides final approval.*
  • Template landing page is configured and requires client approval.*
  • Once all of the above is completed, we can endeavor to launch the marketing campaigns within 10 days or less.

*Please note that all approvals must be in writing and provided by the Client Liaison listed in the Agency Agreement.

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