Behind the Scenes
This team can help you when you can't find your project in PSA, when booking time or entering an expense.
Who is Client Relations?
Jocelyn and Madeline.
Who are our practice managers?
The social media platform we should all be using for business development.
What is LinkedIn?
Crosswording, Pets, Foodies, Wordle and more…
What are channels in the M&L Social Team.
The three questions every Case for Support must answer.
What are: Why us? Why you? Why now?
Starting work without this can get us in legal trouble.
What is a signed contract?
This person has played a large role in increasing the firm’s social media presence over the last two years.
Who is Brenda Aguilar-Rodriguez?
This group should be alerted regarding all business development opportunities.
What is Client Relations?
Stanford
What was Marts&Lundy’s first $1 billion campaign?
The 3 C's.
What is: Case, Constituents, and Catalysts?
This is the last step when entering expenses in PSA in order to get paid.
What is submit a claim?
Holds responsibility for developing the firm’s strategic plan.
What is the Board of Directors?
The global campaign benchmarking resource we are co-creating with CASE.
What is CampaignSource?
May 21, 2021
What is the date of the first Marts&Lundy Academy session.
Services lauched in 2022
What are Aristotle and/or Prospect Management Services?
This is where to find information on internal tools, processes & policies.
What is the Firm Member Hub?
This person needs to be notified if you plan on making changes to your 401k, including taking out or paying a loan.
Who is Lisa Castellano?
Who is Educate Plus.
Marts&Lundy has a 55-year old relationship with this university.
What is UC Berkeley?
Writing, Video, Website, Design, Planning, General Counsel, Audit.
What are the services provided by M&L Communications?
This is where final proposals, fee sheets, and executed contracts are stored.
What is Sales Hub.
This firm member was instrumental in developing our presence in Australia.
Who is John Lewis, Jr.?
The premier conference for Canadian Healthcare Philanthropy professionals.
What is Convene Canada/AHP?
Elmer
What was Burr Gibson’s first name?
This is an AS service commonly conducted during an Internal Assesment
What is a Trends Analysis?