The Three Intake Tracks
Each intake track is designed for a different stakeholder on your team and can be completed independently. Share each track with the person best suited to provide the information. Our team will also be guiding the process along.
Core Program Setup
Who: Business Services / Partnerships / Program Owner
Focus: Program structure, eligibility rules, marketplace configuration, and pilot success metrics.
Start Core Program Setup →Marketing
Who: Marketing / Brand / Communications
Focus: Branding, approvals, campaigns, engagement channels, and social enablement.
Start Marketing Setup →Data & Reporting
Who: Data / Analytics / IT / Operations
Focus: Reporting, benchmarks, permissions, lead tracking, and pilot evaluation.
Start Data & Reporting Setup →Questions? Contact us.