Retirement Solutions (UK) Ltd - Collaborative implementation - 5382838792

Retirement Solutions (UK) Ltd - Collaborative implementation - 5382838792

Price on Application
10 Service Credits

Project outline

A collaborative session to build the program outlined in the Lead nurture - non contacts.pptx document.


Project detail

What's included

  • An initial call with Managed Services to agree on timings for the session and confirm what has been scoped
  • 1 x 2 hour interactive session, including
    • Overview of program builder and terminology
    • Program build
    • Program best practice
    • Testing best practice
  • The program will be created and ready for you to set live at the end of the session; alternatively, Managed Services may set a task(s) at the end of the session for you to carry out
  • A 30 minute follow up call 1-2 weeks after the sessions to cover anything outstanding, to recap on the setup or to review any tasks set
  • Documentation in the form of a PowerPoint deck or pdf will be provided post-session and will contain all deliverables covered as well as any useful resources

What we'll need from you

  • Confirmation on how data is passing into the program
    • FLG_STATUS is new
  • Confirmation on decision nodes
    • After X days (according to document) FLG_STATUS is dialler or answer machine or no, send next email
    • If not, exit user

Things to note

  • Anything in addition to or outside of the above will require a rescope and may incur additional costs


      Project schedule

      This assumes the order has been received by 17 November 2023.
      Task Week

      Call to confirm deliverables

      		 w/c 20 November
      Managed Services to prepare for the session w/c 27 November

      The session is delivered

      		 w/c 4 December
      If required, customer carries out work identified during the sessions w/c 11 December

      Courtesy period ends

      Project formally closes

      		 w/c 18 December

      Cost and additional information

      • Quote ref: 5382838792

       Professional Services Terms

      The work described hereunder must be redeemed within 12 months from purchase, on a date and time to be agreed with dotdigital. Unless due to the availability of Engagement Cloud, any failure to instruct dotdigital to commence or agree the work described (in whole or in part) will result in forfeiture of the entirety of the fee and no credits or refunds, pro rata or otherwise, will be provided. In addition to the dotdigital Terms, this product is also subject to the terms found at: https://dotdigital.com/terms/ps-terms/