Operating Procedures
The first step in the rescope process.
What is a discovery meeting
Key Components of a Marketing and Communications Strategy.
What are Who, What, Where, When, Why, How
A client is asking for a deliverable that is out of scope. How do you handle this conversation?
Acknowledge their need and tell them you will talk to the managing director/ director to see how we can accommodate their request.
These companies act as the headquarters, offering specialized staff and resources to help volunteer-led organizations.
What is an Association Management Company?
Constant Contact, YourMembership, Marketo, Mailchimp, Informz or Higher Logic are examples of
What are email marketing platforms or marketing automation platforms
These departments should be invited to rescope/ discovery meeting.
What is marketing, web, creative, and publications
A model that describes the stages a customer goes through, from initial awareness to purchasing.
Marketing Funnel
An individual who assumes a formal leadership role within a volunteer-based organization to achieve its mission through their commitment and skills.
What is a volunteer leader?
The process of gathering and analyzing data about customers, competitors, and market trends to inform business decisions.
Market Research
This is required in order to launch a paid ad campaign.
What is a credit card
Name three areas of a marketing strategy.
What are target audience, SWOT, brand, key messages, goals/ KPIs, channels, budget.
The process of creating interest in a product or service to generate potential new customers.
Lead Generation
The final step in the rescope process before sending a new scope to the client.
What is approval from the managing director and director?
This metric measures how many users took a certain action, like filling out a form.
Conversion Rate
A system for managing all of a company's customer relationships.
Customer Relationship Management (CRM)
Your time is billed here when submitting a creative request, soliciting feedback, or attending client meetings.
What is Account Management?
A comprehensive plan that outlines the steps a business will take to launch a new product or service to a target market.
Go-to-Market Strategy
A measure of the profitability of a marketing investment.
Return on Investment (ROI)